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
- 1,799
- +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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 2,328 | $219.2K | 0.06% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,340 | $220.3K | 0.09% | −340−12.7% | Reduced |
| KKM Financial LLC | 2,345 | $220.8K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 2,350 | $221.3K | 0.01% | +103+4.6% | Added |
| Alta Wealth Advisors LLC | 2,360 | $222.2K | 0.11% | +2,360 | New |
| Angeles Investment Advisors, LLC | 2,362 | $222.4K | 0.01% | −84−3.4% | Reduced |
| Shell Asset Management Co | 2,297 | $223.0K | 0.01% | −1,568−40.6% | Reduced |
| Horizon Wealth Management, LLC | 2,371 | $223.3K | 0.06% | +84+3.7% | Added |
| Wealthcare Advisory Partners LLC | 2,371 | $223.3K | 0.01% | +2,371 | New |
| American Trust | 2,373 | $223.4K | 0.02% | −528−18.2% | Reduced |
| Ellsworth Advisors, LLC | 2,597 | $223.9K | 0.06% | −53−2.0% | Reduced |
| Focus Financial Network, Inc. | 2,483 | $224.2K | 0.01% | +2,483 | New |
| IVC Wealth Advisors LLC | 2,386 | $224.7K | 0.13% | +14+0.6% | Added |
| River Wealth Advisors LLC | 2,388 | $224.8K | 0.03% | −78−3.2% | Reduced |
| Webster Bank, N. A. | 2,391 | $225.1K | 0.03% | −208−8.0% | Reduced |
| Darden Wealth Group Inc | 2,396 | $225.6K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,409 | $226.8K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,410 | $227.2K | 0.15% | −112−4.4% | Reduced |
| Boston Trust Walden Corp | 2,423 | $228.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,424 | $228.2K | 0.11% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,426 | $228.4K | 0.11% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,426 | $228.5K | 0.01% | +2,426 | New |
| Phillips Wealth Planners LLC | 2,570 | $229.1K | 0.26% | +28+1.1% | Added |
| N.E.W. Advisory Services LLC | 2,443 | $230.0K | 0.03% | −37−1.5% | Reduced |
| Girard Partners Ltd. | 2,445 | $230.3K | 0.02% | −243−9.0% | Reduced |
| Financial Security Advisor, Inc. | 2,450 | $230.7K | 0.08% | +43+1.8% | Added |
| Kaizen Financial Strategies | 2,456 | $231.3K | 0.16% | +18+0.7% | Added |
| Pinebridge Investments, L.P. | 2,458 | $231.4K | 0.00% | −676−21.6% | Reduced |
| Sachetta, LLC | 2,505 | $233.6K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,485 | $234.0K | 0.13% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,493 | $234.7K | 0.17% | +63+2.6% | Added |
| Thrive Wealth Management, LLC | 2,497 | $235.1K | 0.05% | +74+3.1% | Added |
| CenterStar Asset Management, LLC | 2,496 | $235.2K | 0.49% | +2,496 | New |
| Integrated Investment Consultants, LLC | 2,500 | $235.4K | 0.06% | −68−2.6% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $235.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,505 | $235.9K | 0.02% | +954+61.5% | Added |
| Marathon Capital Management | 2,521 | $237.4K | 0.06% | −100−3.8% | Reduced |
| Bragg Financial Advisors, Inc | 2,521 | $237.4K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,523 | $237.6K | 0.12% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $238.0K | 0.20% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,530 | $238.2K | 0.12% | 00.0% | Unchanged |
| NBW Capital LLC | 2,533 | $238.5K | 0.05% | −35−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,534 | $238.6K | 0.06% | −2,395−48.6% | Reduced |
| Sepio Capital, LP | 2,544 | $239.5K | 0.02% | −510−16.7% | Reduced |
| Howard Financial Services, Ltd. | 2,545 | $239.6K | 0.04% | +84+3.4% | Added |
| West Family Investments, Inc. | 2,566 | $241.6K | 0.07% | +2,566 | New |
| Jackson Wealth Management, LLC | 2,568 | $242.0K | 0.03% | −27,852−91.6% | Reduced |
| iA Global Asset Management Inc. | 2,570 | $242.0K | 0.00% | +80+3.2% | Added |
| Seven Mile Advisory | 2,573 | $242.3K | 0.18% | +286+12.5% | Added |
| AA Financial Advisors, LLC | 2,579 | $242.8K | 0.10% | +312+13.8% | Added |
| Key Financial Inc | 2,592 | $244.0K | 0.06% | +4+0.2% | Added |
| Highlander Capital Management, LLC | 2,600 | $244.8K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,609 | $245.7K | 0.04% | +32+1.2% | Added |
| Wrapmanager Inc | 2,613 | $246.0K | 0.07% | −185−6.6% | Reduced |
| Segment Wealth Management, LLC | 2,615 | $246.2K | 0.02% | +374+16.7% | Added |
| Prairie Wealth Advisors, Inc. | 2,615 | $246.2K | 0.12% | +2,615 | New |
| Sandy Spring Bank | 2,615 | $246.2K | 0.01% | +294+12.7% | Added |
| Willow Creek Wealth Management Inc. | 2,622 | $246.9K | 0.03% | +12+0.5% | Added |
| Invenio Wealth Partners LLC | 2,627 | $247.4K | 0.13% | +84+3.3% | Added |
| Brandywine Oak Private Wealth LLC | 2,628 | $247.5K | 0.03% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,637 | $248.3K | 0.03% | +2,637 | New |
| Hurlow Wealth Management Group, Inc. | 2,642 | $248.8K | 0.09% | +15+0.6% | Added |
| Advisory Alpha, LLC | 2,644 | $249.0K | 0.01% | +117+4.6% | Added |
| Summit Global Investments | 2,644 | $249.0K | 0.02% | −73−2.7% | Reduced |
| Everhart Financial Group, Inc. | 2,645 | $249.1K | 0.07% | +2,645 | New |
| Fort Sheridan Advisors LLC | 2,647 | $249.2K | 0.05% | +302+12.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,662 | $250.5K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,672 | $251.6K | 0.14% | +654+32.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,682 | $252.5K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,691 | $253.4K | 0.01% | −1,584−37.1% | Reduced |
| Tactive Advisors, LLC | 2,700 | $254.2K | 0.14% | +2,700 | New |
| Harbour Investments, Inc. | 2,703 | $254.6K | 0.01% | +341+14.4% | Added |
| Broadleaf Partners, LLC | 2,719 | $256.0K | 0.07% | 00.0% | Unchanged |
| Scientech Research LLC | 2,720 | $256.1K | 0.14% | +2,720 | New |
| Crewe Advisors LLC | 2,726 | $256.7K | 0.03% | +2,726 | New |
| Paulson Wealth Management Inc. | 2,727 | $256.8K | 0.08% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,728 | $256.9K | 0.16% | −116−4.1% | Reduced |
| InTrack Investment Management Inc | 2,733 | $257.3K | 0.19% | +2,733 | New |
| Deerfield Management Company, L.P. (Series C) | 2,734 | $257.4K | 0.00% | +2,734 | New |
| Pathway Financial Advisors LLC | 2,738 | $257.8K | 0.07% | +10.0% | Added |
| First Trust Investment Solutions L.P. | 2,738 | $257.8K | 0.05% | +106+4.0% | Added |
| Jackson Square Capital, LLC | 2,741 | $258.1K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,745 | $258.5K | 0.02% | +32+1.2% | Added |
| Strait & Sound Wealth Management LLC | 2,977 | $258.5K | 0.14% | −67−2.2% | Reduced |
| Enterprise Financial Services Corp | 2,747 | $258.7K | 0.16% | −80−2.8% | Reduced |
| Legacy Edge Advisors, LLC | 2,751 | $259.0K | 0.05% | +144+5.5% | Added |
| Ameritas Advisory Services, LLC | 2,773 | $259.2K | 0.01% | −262−8.6% | Reduced |
| Lion Street Advisors, LLC | 2,780 | $259.2K | 0.11% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,755 | $259.4K | 0.02% | −640−18.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,775 | $259.7K | 0.03% | −86−3.0% | Reduced |
| Oracle Alpha Inc. | 2,760 | $259.9K | 0.47% | −388−12.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,760 | $259.9K | 0.01% | −78−2.7% | Reduced |
| McLean Asset Management Corp | 2,765 | $260.1K | 0.09% | −24−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 2,762 | $260.1K | 0.23% | −401−12.7% | Reduced |
| FinTrust Capital Advisors, LLC | 2,774 | $261.2K | 0.05% | +998+56.2% | Added |
| Fortis Group Advisors, LLC | 2,779 | $261.7K | 0.05% | −15−0.5% | Reduced |
| Tributary Capital Management, LLC | 2,780 | $261.8K | 0.02% | −100−3.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,783 | $262.0K | 0.01% | −636−18.6% | Reduced |
| Auxano Advisors, LLC | 2,788 | $262.5K | 0.08% | +2,788 | New |
| Phoenix Holdings Ltd. | 2,817 | $264.5K | 0.00% | +2,817 | New |