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; 2,745 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
- 1,799
- +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
- 682 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Davis Capital Management | 246 | $23.0K | 0.02% | +141+134.3% | Added |
| Raleigh Capital Management Inc. | 245 | $23.1K | 0.01% | +180+276.9% | Added |
| Wetzel Investment Advisors, Inc. | 259 | $23.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 255 | $24.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $24.1K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 260 | $24.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 265 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 281 | $26.5K | 0.01% | +281 | New |
| Miller Wealth Advisors, LLC | 285 | $26.8K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 300 | $28.2K | 0.01% | −90−23.1% | Reduced |
| Islay Capital Management, LLC | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 304 | $28.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $29.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $29.1K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 313 | $29.5K | 0.00% | +163+108.7% | Added |
| West Branch Capital LLC | 318 | $29.9K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 332 | $31.3K | 0.02% | −253−43.2% | Reduced |
| Baldwin Brothers Inc | 335 | $31.5K | 0.00% | −200−37.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 338 | $31.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 345 | $32.5K | 0.01% | +6+1.8% | Added |
| Fernwood Investment Management, LLC | 350 | $33.0K | 0.01% | +350 | New |
| Harvest Fund Management Co., Ltd | 358 | $34.0K | 0.00% | +358 | New |
| Eagle Bay Advisors LLC | 363 | $34.2K | 0.02% | +49+15.6% | Added |
| Essex Investment Management Co LLC | 363 | $34.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 380 | $35.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 418 | $39.4K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 419 | $39.4K | 0.06% | +419 | New |
| Moisand Fitzgerald Tamayo, LLC | 419 | $39.5K | 0.01% | −50−10.7% | Reduced |
| Creative Financial Designs Inc | 432 | $40.7K | 0.00% | −429−49.8% | Reduced |
| WR Wealth Planners, LLC | 435 | $41.0K | 0.01% | +435 | New |
| Provenance Wealth Advisors, LLC | 443 | $41.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 444 | $41.8K | 0.02% | −20−4.3% | Reduced |
| Annapolis Financial Services, LLC | 447 | $42.1K | 0.01% | −250−35.9% | Reduced |
| Beacon Capital Management, LLC | 456 | $42.9K | 0.01% | +68+17.5% | Added |
| Tortoise Investment Management, LLC | 459 | $43.2K | 0.01% | +53+13.1% | Added |
| Partnership Wealth Management, LLC | 468 | $44.1K | 0.03% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 470 | $44.3K | 0.03% | +470 | New |
| Northwest Capital Management Inc | 475 | $44.7K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 486 | $45.8K | 0.00% | −8,757−94.7% | Reduced |
| Front Row Advisors LLC | 486 | $45.8K | 0.02% | +426+710.0% | Added |
| FSA Wealth Management LLC | 492 | $46.4K | 0.02% | +47+10.6% | Added |
| Riggs Asset Managment Co. Inc. | 499 | $47.0K | 0.01% | +7+1.4% | Added |
| Sittner & Nelson, LLC | 510 | $48.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 523 | $49.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 536 | $50.0K | 0.01% | −6−1.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 544 | $51.2K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 519 | $51.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 554 | $52.2K | 0.02% | −2,141−79.4% | Reduced |
| America First Investment Advisors, LLC | 556 | $52.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $52.7K | 0.01% | −40−6.7% | Reduced |
| Colonial Trust Advisors | 580 | $54.6K | 0.01% | +209+56.3% | Added |
| Carmichael Hill & Associates, Inc. | 580 | $54.6K | 0.02% | −2−0.3% | Reduced |
| Vima LLC | 625 | $54.9K | 0.06% | −18−2.8% | Reduced |
| Horrell Capital Management, Inc. | 583 | $55.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 587 | $55.3K | 0.00% | −3−0.5% | Reduced |
| First United Bank Trust | 588 | $55.4K | 0.02% | +220+59.8% | Added |
| Bell Investment Advisors, Inc | 590 | $55.6K | 0.01% | +42+7.7% | Added |
| SRS Capital Advisors, Inc. | 591 | $55.7K | 0.01% | −2−0.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 596 | $56.1K | 0.02% | +1+0.2% | Added |
| Estabrook Capital Management | 600 | $56.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 610 | $57.5K | 0.00% | −3,346−84.6% | Reduced |
| Johnson Financial Group, Inc. | 620 | $58.4K | 0.00% | −1,832−74.7% | Reduced |
| Salomon & Ludwin, LLC | 621 | $58.5K | 0.01% | +54+9.5% | Added |
| LifeSteps Financial, Inc. | 621 | $58.5K | 0.04% | +621 | New |
| Wellington Shields & Co., LLC | 626 | $58.9K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 667 | $60.6K | 0.01% | +667 | New |
| CoreFirst Bank & Trust | 661 | $62.2K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 676 | $63.7K | 0.00% | −410,730−99.8% | Reduced |
| Cedar Wealth Management, LLC | 684 | $64.4K | 0.02% | +157+29.8% | Added |
| Rational Advisors LLC | 700 | $65.9K | 0.01% | −278−28.4% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $67.8K | 0.05% | 00.0% | Unchanged |
| Tobam | 718 | $68.0K | 0.01% | −356−33.1% | Reduced |
| HHM Wealth Advisors, LLC | 741 | $69.8K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 701 | $69.8K | 0.02% | +12+1.7% | Added |
| Eukles Asset Management | 753 | $70.9K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 779 | $73.4K | 0.02% | +6+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $75.3K | 0.00% | −1,371−63.2% | Reduced |
| Park Circle Co | 800 | $75.3K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 803 | $75.6K | 0.01% | +348+76.5% | Added |
| Atticus Wealth Management, LLC | 855 | $80.5K | 0.03% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 862 | $81.2K | 0.44% | +862 | New |
| Jamison Private Wealth Management, Inc. | 865 | $81.5K | 0.01% | +204+30.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $81.9K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 874 | $82.3K | 0.02% | +6+0.7% | Added |
| Farmers & Merchants Investments Inc | 885 | $83.3K | 0.00% | −25−2.7% | Reduced |
| Cranbrook Wealth Management, LLC | 890 | $83.8K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 894 | $84.2K | 0.04% | +894 | New |
| Hartford Financial Management Inc. | 943 | $88.8K | 0.02% | +26+2.8% | Added |
| Global Financial Private Client, LLC | 964 | $90.2K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 962 | $90.6K | 0.06% | +9+0.9% | Added |
| Bogart Wealth, LLC | 970 | $91.3K | 0.00% | −607−38.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $91.8K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 980 | $92.3K | 0.03% | +980 | New |
| Robinswood Financial LLC | 1,000 | $93.5K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $94.2K | 0.03% | −500−33.3% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $94.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $94.2K | 0.01% | +1,000 | New |
| Future Financial Wealth Managment LLC | 1,000 | $94.2K | 0.07% | +1,000 | New |