Morgan Stanley
MS- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ
13F holders, Q1 2024
Institutional positions in Morgan Stanley as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,798
- +67 vs. Q4 2023
- Shares held
- 1.36B
- −16.6M (−1.2%) vs. Q4 2023
- Total value
- $127.8B
- −$415.5M (−0.3%) vs. Q4 2023
- New holders
- 175
- 703 more added
- Sold out
- 108
- 681 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $146.9B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $143.7B |
| Q1 2021 | 1,516 | $123.7B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 30,229 | $2.85M | 0.14% | +2,306+8.3% | Added |
| Dimension Capital Management LLC | 30,396 | $2.86M | 0.57% | −610−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,499 | $2.87M | 0.04% | −2,410−7.3% | Reduced |
| Richard P Slaughter Associates Inc | 30,653 | $2.89M | 0.70% | −1,062−3.3% | Reduced |
| Greenleaf Trust | 30,796 | $2.90M | 0.03% | +1,369+4.7% | Added |
| Advisory Services Network, LLC | 31,112 | $2.93M | 0.06% | −463−1.5% | Reduced |
| Palisade Asset Management, LLC | 31,125 | $2.93M | 0.29% | −100−0.3% | Reduced |
| NEOS Investment Management LLC | 31,706 | $2.99M | 0.18% | +13,793+77.0% | Added |
| Everence Capital Management Inc | 31,741 | $2.99M | 0.20% | 00.0% | Unchanged |
| Veriti Management LLC | 31,864 | $3.00M | 0.22% | +4,085+14.7% | Added |
| Savant Capital, LLC | 31,988 | $3.01M | 0.03% | +1,681+5.5% | Added |
| Verition Fund Management LLC | 32,214 | $3.03M | 0.03% | −15,733−32.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 32,345 | $3.05M | 0.04% | +2,600+8.7% | Added |
| Carret Asset Management, LLC | 32,454 | $3.06M | 0.36% | +1,200+3.8% | Added |
| First Citizens Bank & Trust Co | 32,502 | $3.06M | 0.06% | +4,896+17.7% | Added |
| Wetherby Asset Management Inc | 32,513 | $3.06M | 0.15% | −817−2.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,677 | $3.08M | 2.29% | +159+0.5% | Added |
| Raymond James Trust N.A. | 32,700 | $3.08M | 0.07% | +50.0% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.09M | 1.23% | +5,067+18.3% | Added |
| S&CO Inc | 33,038 | $3.11M | 0.22% | +19,123+137.4% | Added |
| Ritholtz Wealth Management | 33,086 | $3.12M | 0.11% | +1,088+3.4% | Added |
| Beacon Pointe Advisors, LLC | 33,134 | $3.12M | 0.03% | −23,810−41.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,141 | $3.12M | 0.17% | −6,679−16.8% | Reduced |
| Dana Investment Advisors, Inc. | 33,423 | $3.15M | 0.10% | −4,348−11.5% | Reduced |
| SYSTM Wealth Solutions LLC | 33,497 | $3.15M | 0.40% | +4,107+14.0% | Added |
| Rakuten Investment Management, Inc. | 33,499 | $3.15M | 0.02% | +30,389+977.1% | Added |
| AIA Group Ltd | 33,598 | $3.16M | 0.10% | +16,507+96.6% | Added |
| Capital International Sarl | 33,668 | $3.17M | 0.11% | −22,217−39.8% | Reduced |
| Mizuho Markets Cayman LP | 34,111 | $3.18M | 1.95% | 00.0% | Unchanged |
| Pitcairn Co | 33,861 | $3.19M | 0.21% | −3,870−10.3% | Reduced |
| NBC Securities, Inc. | 33,967 | $3.20M | 0.30% | +28,673+541.6% | Added |
| Integrated Wealth Concepts LLC | 33,997 | $3.20M | 0.05% | +2,185+6.9% | Added |
| Compagnie Lombard Odier SCmA | 34,125 | $3.21M | 0.06% | +3,750+12.3% | Added |
| Shorepoint Capital Partners LLC | 34,243 | $3.22M | 0.79% | +526+1.6% | Added |
| Shelton Capital Management | 34,298 | $3.23M | 0.09% | −105,099−75.4% | Reduced |
| Van Eck Associates Corp | 34,454 | $3.24M | 0.00% | +6,370+22.7% | Added |
| Community Trust & Investment Co | 34,652 | $3.26M | 0.23% | +2,592+8.1% | Added |
| RNC Capital Management LLC | 34,670 | $3.26M | 0.19% | −5,109−12.8% | Reduced |
| Siemens Fonds Invest GmbH | 34,946 | $3.29M | 0.25% | −598−1.7% | Reduced |
| Empowered Funds, LLC | 34,982 | $3.29M | 0.06% | +2,278+7.0% | Added |
| Zenyatta Capital Management LP | 35,000 | $3.30M | 4.43% | −90,000−72.0% | Reduced |
| Sculati Wealth Management, LLC | 35,013 | $3.30M | 1.42% | −1,402−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 35,026 | $3.30M | 0.00% | −937,887−96.4% | Reduced |
| Lake Street Advisors Group, LLC | 35,077 | $3.30M | 0.15% | +1,222+3.6% | Added |
| Geneos Wealth Management Inc. | 35,152 | $3.31M | 0.15% | +2,403+7.3% | Added |
| KMG Fiduciary Partners, LLC | 35,219 | $3.32M | 0.34% | +1,711+5.1% | Added |
| Cullinan Associates Inc | 35,220 | $3.32M | 0.19% | −76,499−68.5% | Reduced |
| Canandaigua National Bank & Trust Co | 35,266 | $3.32M | 0.49% | −10,400−22.8% | Reduced |
| Wealthspire Advisors, LLC | 35,296 | $3.32M | 0.04% | −1,813−4.9% | Reduced |
| Sandy Cove Advisors, LLC | 35,504 | $3.34M | 1.54% | −18,075−33.7% | Reduced |
| First National Trust Co | 35,841 | $3.37M | 0.14% | +1,085+3.1% | Added |
| Occidental Asset Management, LLC | 35,990 | $3.39M | 0.63% | +2,337+6.9% | Added |
| Stonegate Investment Group, LLC | 36,016 | $3.39M | 0.11% | −1,335−3.6% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.39M | 0.47% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 36,220 | $3.41M | 0.28% | −5,312−12.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 36,242 | $3.41M | 0.24% | +22,585+165.4% | Added |
| Morningstar Investment Management LLC | 36,600 | $3.45M | 0.37% | 00.0% | Unchanged |
| Independent Advisor Alliance | 36,804 | $3.47M | 0.13% | −222−0.6% | Reduced |
| Patten & Patten Inc | 36,834 | $3.47M | 0.25% | +101+0.3% | Added |
| Lazard Asset Management LLC | 37,130 | $3.50M | 0.00% | −4,265−10.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37,616 | $3.54M | 0.15% | +22,030+141.3% | Added |
| City Holding Co | 37,637 | $3.54M | 0.53% | +241+0.6% | Added |
| Infrastructure Capital Advisors, LLC | 38,206 | $3.60M | 0.47% | +3,644+10.5% | Added |
| United Capital Financial Advisers, LLC | 38,246 | $3.60M | 0.03% | −793−2.0% | Reduced |
| Vestor Capital, LLC | 38,341 | $3.61M | 0.30% | −1,085−2.8% | Reduced |
| Vinva Investment Management Ltd | 38,382 | $3.61M | 0.21% | +2,822+7.9% | Added |
| GLOBALT Investments LLC | 38,709 | $3.64M | 0.15% | −609−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 39,006 | $3.67M | 0.20% | −17,099−30.5% | Reduced |
| Financial Advisory Partners, LLC | 39,221 | $3.69M | 1.43% | +39,221 | New |
| HighPoint Advisor Group LLC | 37,503 | $3.70M | 0.26% | +709+1.9% | Added |
| United Services Automobile Association | 39,366 | $3.71M | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 39,500 | $3.72M | 0.62% | −1,219−3.0% | Reduced |
| Carlson Capital L P | 39,500 | $3.72M | 0.30% | +39,500 | New |
| Sigma Planning Corp | 39,679 | $3.74M | 0.12% | +20,857+110.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,753 | $3.74M | 0.10% | −250−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 40,009 | $3.77M | 0.09% | −130,277−76.5% | Reduced |
| Davis-Rea Ltd. | 40,300 | $3.79M | 1.73% | +40,300 | New |
| MainStreet Investment Advisors LLC | 40,614 | $3.82M | 0.46% | −5,276−11.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 40,765 | $3.84M | 0.32% | +15,311+60.2% | Added |
| Cypress Financial Planning LLC | 40,778 | $3.84M | 1.76% | +40,778 | New |
| Roanoke Asset Management Corp | 41,013 | $3.86M | 1.27% | −65−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,343 | $3.89M | 0.27% | −3,681−8.2% | Reduced |
| Hodges Capital Management Inc. | 41,996 | $3.96M | 0.25% | −18,150−30.2% | Reduced |
| Lincoln National Corp | 42,628 | $3.97M | 0.06% | −8,178−16.1% | Reduced |
| Tudor Investment Corp Et Al | 42,265 | $3.98M | 0.05% | +42,265 | New |
| Stock Yards Bank & Trust Co | 42,649 | $4.02M | 0.13% | +1,045+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 42,678 | $4.02M | 0.43% | −858−2.0% | Reduced |
| Highland Capital Management, LLC | 43,082 | $4.06M | 0.23% | −541−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 43,094 | $4.06M | 0.05% | −14,853−25.6% | Reduced |
| First National Bank of Omaha | 35,171 | $4.10M | 0.28% | +7,563+27.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,630 | $4.11M | 1.01% | +145+0.3% | Added |
| Investment Management Corp of Ontario | 43,753 | $4.12M | 0.12% | −24,642−36.0% | Reduced |
| Central Trust Co | 43,817 | $4.13M | 0.10% | −1,722−3.8% | Reduced |
| LSV Asset Management | 43,900 | $4.13M | 0.01% | −1,324,553−96.8% | Reduced |
| Norinchukin Bank, The | 44,226 | $4.16M | 0.12% | −994−2.2% | Reduced |
| Lincluden Management Ltd | 44,412 | $4.18M | 0.50% | +8,448+23.5% | Added |
| Two Sigma Securities, LLC | 44,525 | $4.19M | 0.20% | +44,525 | New |
| HB Wealth Management, LLC | 44,553 | $4.20M | 0.05% | +2,054+4.8% | Added |
| Torray LLC | 44,623 | $4.20M | 0.63% | +44,623 | New |
| Linscomb & Williams, Inc. | 44,774 | $4.22M | 0.22% | +2,754+6.6% | Added |