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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 45,385 | $4.27M | 1.02% | +1,721+3.9% | Added |
| Vestcor Inc | 45,826 | $4.32M | 0.15% | +19,521+74.2% | Added |
| Cito Capital Group, LLC | 46,355 | $4.37M | 1.79% | −13,600−22.7% | Reduced |
| Simon Quick Advisors, LLC | 46,428 | $4.37M | 0.33% | +645+1.4% | Added |
| Trajan Wealth LLC | 46,709 | $4.40M | 0.30% | +46,709 | New |
| Joel Isaacson & Co., LLC | 47,641 | $4.49M | 0.25% | +3,021+6.8% | Added |
| First Manhattan Co | 47,720 | $4.49M | 0.01% | −755−1.6% | Reduced |
| K.J. Harrison & Partners Inc | 47,800 | $4.50M | 0.70% | +12,803+36.6% | Added |
| Institutional & Family Asset Management, LLC | 47,922 | $4.51M | 0.72% | −3,588−7.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,033 | $4.52M | 0.09% | +7,869+19.6% | Added |
| Elk River Wealth Management, LLC | 48,144 | $4.53M | 0.92% | −4,824−9.1% | Reduced |
| Tiaa Trust, National Association | 48,206 | $4.54M | 0.01% | −113,018−70.1% | Reduced |
| Jupiter Wealth Management LLC | 47,608 | $4.55M | 2.41% | +1,200+2.6% | Added |
| Empirical Finance, LLC | 48,371 | $4.55M | 0.28% | +1,531+3.3% | Added |
| Reliant Investment Management, LLC | 48,838 | $4.60M | 2.16% | +48,838 | New |
| Ballentine Partners, LLC | 49,067 | $4.62M | 0.09% | +1,465+3.1% | Added |
| Glenview Trust Co | 49,174 | $4.63M | 0.10% | −8,127−14.2% | Reduced |
| Ameritas Investment Partners, Inc. | 49,616 | $4.67M | 0.16% | +3,458+7.5% | Added |
| D L Carlson Investment Group Inc | 50,103 | $4.72M | 0.92% | −851−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 50,226 | $4.73M | 0.12% | +1,300+2.7% | Added |
| Level Four Advisory Services, LLC | 50,767 | $4.73M | 0.26% | +3,101+6.5% | Added |
| Meiji Yasuda Life Insurance Co | 50,527 | $4.76M | 0.10% | +6,198+14.0% | Added |
| Metropolitan Life Insurance Co | 50,529 | $4.76M | 0.21% | −913−1.8% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.86M | 0.79% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 52,290 | $4.92M | 0.18% | −39−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 52,771 | $4.97M | 0.33% | +52,771 | New |
| Lorne Steinberg Wealth Management Inc. | 52,873 | $4.98M | 1.55% | +175+0.3% | Added |
| Private Wealth Partners, LLC | 52,986 | $4.99M | 0.40% | −11,038−17.2% | Reduced |
| Trifecta Capital Advisors, LLC | 53,104 | $5.00M | 1.22% | +1,632+3.2% | Added |
| Parallel Advisors, LLC | 53,187 | $5.01M | 0.14% | −282−0.5% | Reduced |
| Huntington National Bank | 53,320 | $5.02M | 0.04% | +3,081+6.1% | Added |
| APG Asset Management N.V. | 57,992 | $5.06M | 0.01% | +9,500+19.6% | Added |
| SpiderRock Advisors, LLC | 58,063 | $5.11M | 0.17% | +58,063 | New |
| Federation des caisses Desjardins du Quebec | 55,130 | $5.19M | 0.04% | +12,144+28.3% | Added |
| Old Second National Bank of Aurora | 55,285 | $5.21M | 1.35% | −865−1.5% | Reduced |
| Quantinno Capital Management LP | 55,531 | $5.23M | 0.11% | +11,481+26.1% | Added |
| Atria Wealth Solutions, Inc. | 56,030 | $5.28M | 0.06% | +4,244+8.2% | Added |
| Braun Stacey Associates Inc | 56,088 | $5.28M | 0.21% | −192,278−77.4% | Reduced |
| Synovus Financial Corp | 56,082 | $5.28M | 0.07% | +2,045+3.8% | Added |
| First Hawaiian Bank | 56,296 | $5.30M | 0.16% | +1,354+2.5% | Added |
| Geller Advisors LLC | 56,446 | $5.31M | 0.43% | +163+0.3% | Added |
| Foundations Investment Advisors, LLC | 56,631 | $5.33M | 0.14% | −2,752−4.6% | Reduced |
| Aureus Asset Management, LLC | 56,870 | $5.35M | 0.37% | +4,255+8.1% | Added |
| Coldstream Capital Management Inc | 57,060 | $5.37M | 0.14% | −680−1.2% | Reduced |
| Massmutual Trust Co FSB | 57,433 | $5.41M | 0.17% | +14,542+33.9% | Added |
| Cunning Capital Partners, LP | 58,878 | $5.54M | 3.07% | +23,400+66.0% | Added |
| Becker Capital Management Inc | 58,894 | $5.55M | 0.19% | −2,120−3.5% | Reduced |
| Xcel Wealth Management, LLC | 58,945 | $5.55M | 1.74% | −1,610−2.7% | Reduced |
| Assenagon Asset Management S.A. | 59,410 | $5.59M | 0.01% | −158−0.3% | Reduced |
| Toroso Investments, LLC | 60,228 | $5.67M | 0.10% | +1,524+2.6% | Added |
| Providence Capital Advisors, LLC | 60,400 | $5.69M | 1.24% | +60,400 | New |
| Sandler Capital Management | 60,950 | $5.74M | 0.70% | +60,950 | New |
| Lido Advisors, LLC | 62,274 | $5.86M | 0.05% | −7,107−10.2% | Reduced |
| Heritage Trust Co | 62,374 | $5.87M | 0.79% | +1,496+2.5% | Added |
| TownSquare Capital, LLC | 62,885 | $5.92M | 0.09% | +4,573+7.8% | Added |
| Wolverine Trading, LLC | 63,695 | $6.00M | 0.06% | −571,634−90.0% | Reduced |
| New Mexico Educational Retirement Board | 63,710 | $6.00M | 0.22% | −4,100−6.0% | Reduced |
| Ci Investments Inc. | 64,393 | $6.06M | 0.02% | −34,687−35.0% | Reduced |
| Iowa State Bank | 64,415 | $6.07M | 1.34% | +1,538+2.4% | Added |
| Flputnam Investment Management Co | 65,610 | $6.18M | 0.13% | −637−1.0% | Reduced |
| Albion Financial Group | 67,681 | $6.37M | 0.49% | +2,026+3.1% | Added |
| Baxter Bros Inc | 68,722 | $6.47M | 0.83% | +864+1.3% | Added |
| Logan Capital Management Inc | 68,736 | $6.47M | 0.28% | +10,737+18.5% | Added |
| German American Bancorp, Inc. | 70,348 | $6.62M | 0.80% | +5,155+7.9% | Added |
| Integrated Advisors Network LLC | 70,622 | $6.65M | 0.34% | +37,856+115.5% | Added |
| Cyrus J. Lawrence, LLC | 71,987 | $6.78M | 1.50% | +71,987 | New |
| Baugh & Associates, LLC | 72,501 | $6.83M | 3.63% | −205−0.3% | Reduced |
| Hennessy Advisors Inc | 72,700 | $6.85M | 0.29% | +2,000+2.8% | Added |
| Louisiana State Employees Retirement System | 72,900 | $6.86M | 0.13% | −3,500−4.6% | Reduced |
| Bernzott Capital Advisors | 73,424 | $6.91M | 2.74% | +21,020+40.1% | Added |
| Oliver Luxxe Assets LLC | 73,617 | $6.93M | 1.45% | −100−0.1% | Reduced |
| Securian Asset Management, Inc | 73,788 | $6.95M | 0.20% | −6,253−7.8% | Reduced |
| DCM Advisors, LLC | 73,948 | $6.96M | 2.87% | −5,909−7.4% | Reduced |
| Intech Investment Management LLC | 74,544 | $7.02M | 0.10% | −203,951−73.2% | Reduced |
| Burns J W & Co Inc | 74,554 | $7.02M | 0.98% | −3,357−4.3% | Reduced |
| Avantax Advisory Services, Inc. | 74,827 | $7.05M | 0.06% | +1,916+2.6% | Added |
| Allianz SE | 75,359 | $7.10M | 0.22% | +75,359 | New |
| Steward Partners Investment Advisory, LLC | 75,745 | $7.13M | 0.08% | +11,044+17.1% | Added |
| Banque Cantonale Vaudoise | 75,821 | $7.14M | 0.28% | +18,277+31.8% | Added |
| Greenwood Capital Associates LLC | 75,939 | $7.15M | 0.95% | +13,243+21.1% | Added |
| Montag A & Associates Inc | 76,052 | $7.16M | 0.36% | −1,298−1.7% | Reduced |
| Financial Counselors Inc | 76,116 | $7.17M | 0.12% | +61,233+411.4% | Added |
| Fiduciary Alliance LLC | 76,764 | $7.18M | 1.27% | −1,523−1.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,442 | $7.20M | 2.65% | +661+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 76,496 | $7.20M | 0.01% | −3,195−4.0% | Reduced |
| White Pine Investment CO | 76,794 | $7.23M | 2.14% | −4,018−5.0% | Reduced |
| Avitas Wealth Management LLC | 77,251 | $7.27M | 1.11% | +1,095+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 79,013 | $7.44M | 0.82% | +11,603+17.2% | Added |
| Hourglass Capital, LLC | 79,227 | $7.46M | 2.25% | −300−0.4% | Reduced |
| Amica Mutual Insurance Co | 79,503 | $7.49M | 0.76% | +13,291+20.1% | Added |
| Two Sigma Advisers, LP | 79,900 | $7.52M | 0.02% | +74,300+1,326.8% | Added |
| Principal Street Partners, LLC | 79,140 | $7.53M | 1.42% | +17,703+28.8% | Added |
| Hartford Investment Management Co | 80,994 | $7.63M | 0.27% | −4,233−5.0% | Reduced |
| AlTi Global, Inc. | 81,529 | $7.68M | 0.21% | −28,735−26.1% | Reduced |
| McGuire Investment Group, LLC | 81,660 | $7.69M | 1.12% | +1,304+1.6% | Added |
| Advocate Group LLC | 81,713 | $7.69M | 1.53% | +8,311+11.3% | Added |
| Kinneret Advisory, LLC | 81,909 | $7.71M | 0.77% | −255−0.3% | Reduced |
| D.A. Davidson & Co. | 83,159 | $7.83M | 0.07% | +5,908+7.6% | Added |
| Advisors Asset Management, Inc. | 83,786 | $7.89M | 0.15% | −2,586−3.0% | Reduced |
| Lyell Wealth Management, LP | 84,254 | $7.93M | 0.81% | +5,140+6.5% | Added |