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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1,013 | $95.4K | 0.02% | +2+0.2% | Added |
| PSI Advisors, LLC | 1,018 | $95.9K | 0.03% | −1,500−59.6% | Reduced |
| Hanson & Doremus Investment Management | 1,025 | $97.0K | 0.02% | −161−13.6% | Reduced |
| Centennial Bank | 1,031 | $97.1K | 0.05% | −85−7.6% | Reduced |
| MV Capital Management, Inc. | 1,038 | $97.7K | 0.01% | −166−13.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,039 | $97.9K | 0.02% | −5−0.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,044 | $98.3K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,047 | $98.6K | 0.01% | +78+8.0% | Added |
| Creekmur Asset Management LLC | 1,066 | $100.4K | 0.03% | +224+26.6% | Added |
| General Partner, Inc. | 1,107 | $104.2K | 0.07% | +990+846.2% | Added |
| WD Rutherford LLC | 1,135 | $106.9K | 0.06% | +1,135 | New |
| Paladin Advisory Group, LLC | 1,156 | $108.1K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 1,179 | $111.0K | 0.06% | +202+20.7% | Added |
| Compass Wealth Management LLC | 1,184 | $111.5K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 1,215 | $114.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,230 | $115.8K | 0.01% | +90+7.9% | Added |
| Acadian Asset Management LLC | 1,248 | $117.0K | 0.00% | −3,308−72.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,255 | $117.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,269 | $119.5K | 0.04% | +503+65.7% | Added |
| West Paces Advisors Inc. | 1,283 | $120.8K | 0.03% | +118+10.1% | Added |
| EntryPoint Capital, LLC | 1,296 | $122.0K | 0.11% | +1,296 | New |
| Credential Qtrade Securities Inc. | 1,316 | $123.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,335 | $124.0K | 0.07% | −217−14.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,341 | $126.3K | 0.05% | +121+9.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,342 | $126.4K | 0.02% | −19−1.4% | Reduced |
| Silvant Capital Management LLC | 1,357 | $127.8K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,370 | $129.0K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,405 | $132.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,409 | $133.0K | 0.08% | +739+110.3% | Added |
| Washington Trust Advisors, Inc. | 1,414 | $133.1K | 0.01% | +37+2.7% | Added |
| Riverview Trust Co | 1,422 | $133.9K | 0.10% | +1,422 | New |
| Gleason Group, Inc. | 1,448 | $136.3K | 0.03% | +15+1.0% | Added |
| Proequities, Inc. | 1,455 | $137.0K | 0.01% | −44−2.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,538 | $144.8K | 0.13% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,544 | $145.4K | 0.04% | +699+82.7% | Added |
| Park Place Capital Corp | 1,557 | $146.6K | 0.05% | −84−5.1% | Reduced |
| Thompson Investment Management, Inc. | 1,564 | $147.2K | 0.02% | +2+0.1% | Added |
| Capula Management Ltd | 1,595 | $150.2K | 0.01% | +1,595 | New |
| Game Plan Financial Advisors, LLC | 1,600 | $150.7K | 0.08% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,686 | $158.8K | 0.02% | −14−0.8% | Reduced |
| Rise Advisors, LLC | 1,760 | $165.7K | 0.09% | +693+64.9% | Added |
| Royal Fund Management, LLC | 1,760 | $165.7K | 0.02% | −206−10.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,811 | $170.5K | 0.04% | −296−14.0% | Reduced |
| Ofi Invest Asset Management | 2,001 | $174.5K | 0.00% | −304,019−99.3% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $174.8K | 0.07% | +13+0.7% | Added |
| Brown Shipley& Co Ltd | 1,877 | $175.5K | 0.06% | +3+0.2% | Added |
| M&R Capital Management Inc | 1,887 | $177.6K | 0.04% | −133−6.6% | Reduced |
| Atlas Capital Advisors LLC | 1,916 | $180.4K | 0.03% | +100+5.5% | Added |
| United Community Bank | 2,001 | $188.4K | 0.07% | +16+0.8% | Added |
| GHP Investment Advisors, Inc. | 2,001 | $188.4K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,056 | $193.6K | 0.03% | +2,056 | New |
| Capital Advisors, Ltd. LLC | 2,062 | $194.0K | 0.03% | +173+9.2% | Added |
| Macroview Investment Management LLC | 2,082 | $196.0K | 0.22% | +12+0.6% | Added |
| Boyd Watterson Asset Management LLC | 2,106 | $198.3K | 0.07% | +10.0% | Added |
| Motco | 2,112 | $198.9K | 0.01% | −7−0.3% | Reduced |
| Old North State Trust, LLC | 2,124 | $200.0K | 0.17% | +2,124 | New |
| SignalPoint Asset Management, LLC | 2,147 | $202.2K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,148 | $202.2K | 0.01% | +2,148 | New |
| Baron Silver Stevens Financial Advisors, LLC | 2,159 | $203.3K | 0.04% | +2,159 | New |
| FCG Investment Co | 2,163 | $203.7K | 0.16% | +2,163 | New |
| Birch Hill Investment Advisors LLC | 2,171 | $204.4K | 0.01% | −100−4.4% | Reduced |
| Lifestyle Asset Management, Inc. | 2,172 | $204.5K | 0.12% | −237−9.8% | Reduced |
| Coastwise Capital Group, LLC | 2,174 | $204.7K | 0.19% | −189−8.0% | Reduced |
| Clear Creek Financial Management, LLC | 2,176 | $204.9K | 0.03% | +2,176 | New |
| Welch Group, LLC | 2,179 | $205.2K | 0.01% | −340−13.5% | Reduced |
| Prepared Retirement Institute LLC | 2,190 | $206.2K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 2,191 | $206.3K | 0.01% | +2,191 | New |
| 180 Wealth Advisors, LLC | 2,191 | $206.3K | 0.04% | +2,191 | New |
| Centurion Wealth Management LLC | 2,194 | $206.6K | 0.08% | +2,194 | New |
| Groesbeck Investment Management Corp | 2,200 | $207.0K | 0.22% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,202 | $207.3K | 0.10% | +175+8.6% | Added |
| BKM Wealth Management, LLC | 2,204 | $207.5K | 0.09% | +127+6.1% | Added |
| Coastal Investment Advisors, Inc. | 2,204 | $207.5K | 0.04% | +2,204 | New |
| Glen Eagle Advisors, LLC | 2,206 | $207.7K | 0.04% | −150−6.4% | Reduced |
| Klingman & Associates, LLC | 2,206 | $207.7K | 0.01% | +2,206 | New |
| Monterey Private Wealth, Inc. | 2,207 | $207.8K | 0.08% | +12+0.5% | Added |
| AXS Investments LLC | 2,211 | $208.2K | 0.05% | +143+6.9% | Added |
| Andra AP-fonden | 2,211 | $208.2K | 0.00% | +2,211 | New |
| Bruce G. Allen Investments, LLC | 2,222 | $209.2K | 0.17% | −21−0.9% | Reduced |
| Firestone Capital Management | 2,230 | $210.0K | 0.06% | +10.0% | Added |
| Valley National Advisers Inc | 2,235 | $210.0K | 0.03% | −256−10.3% | Reduced |
| Montz Harcus Wealth Management LLC | 2,232 | $210.2K | 0.14% | +2,232 | New |
| HFG Advisors, Inc. | 2,240 | $210.9K | 0.19% | −26−1.1% | Reduced |
| United Bank | 2,242 | $211.1K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,243 | $211.2K | 0.05% | −3,887−63.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,261 | $212.9K | 0.13% | +2,261 | New |
| Maltin Wealth Management, Inc. | 2,262 | $213.0K | 0.12% | −5,163−69.5% | Reduced |
| Sivia Capital Partners, LLC | 2,269 | $213.7K | 0.15% | −30−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,272 | $213.9K | 0.02% | −252−10.0% | Reduced |
| Gibbs Wealth Management | 2,283 | $215.0K | 0.12% | +2,283 | New |
| Fielder Capital Group LLC | 2,288 | $215.4K | 0.10% | +39+1.7% | Added |
| Pegasus Partners Ltd. | 2,288 | $215.4K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,293 | $215.9K | 0.06% | +2,293 | New |
| Bouchey Financial Group Ltd | 2,294 | $216.0K | 0.02% | +2,294 | New |
| Midland Wealth Advisors LLC | 2,303 | $216.8K | 0.01% | +17+0.7% | Added |
| Primoris Wealth Advisors, LLC | 2,305 | $217.0K | 0.17% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,504 | $217.5K | 0.04% | +11+0.4% | Added |
| Formidable Asset Management, LLC | 2,313 | $217.8K | 0.04% | +84+3.8% | Added |
| Mechanics Bank Trust Department | 2,326 | $219.0K | 0.03% | +174+8.1% | Added |