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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 2,820 | $265.5K | 0.07% | +39+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,822 | $265.7K | 0.10% | +14+0.5% | Added |
| Kingfisher Capital LLC | 2,826 | $266.0K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,835 | $266.9K | 0.02% | −550−16.2% | Reduced |
| True North Advisors, LLC | 2,844 | $267.8K | 0.07% | +117+4.3% | Added |
| Bridgewater Associates, LP | 2,846 | $268.0K | 0.00% | −1,637−36.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,860 | $269.3K | 0.01% | +407+16.6% | Added |
| Ipswich Investment Management Co., Inc. | 2,868 | $270.0K | 0.06% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,875 | $270.7K | 0.13% | −19−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,878 | $271.0K | 0.02% | −178−5.8% | Reduced |
| Valmark Advisers, Inc. | 2,881 | $271.3K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,895 | $273.0K | 0.04% | −4,169−59.0% | Reduced |
| American State Bank (Iowa) | 2,908 | $273.8K | 0.18% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,921 | $275.0K | 0.07% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,961 | $277.0K | 0.00% | −200−6.3% | Reduced |
| Walleye Trading LLC | 2,942 | $277.0K | 0.00% | +2,942 | New |
| AlphaCore Capital LLC | 2,946 | $277.4K | 0.07% | −983−25.0% | Reduced |
| PFG Advisors | 2,961 | $278.8K | 0.02% | +601+25.5% | Added |
| Blue Fin Capital, Inc. | 2,965 | $279.2K | 0.06% | 00.0% | Unchanged |
| Viawealth, LLC | 2,968 | $279.4K | 0.17% | −402−11.9% | Reduced |
| Park Edge Advisors, LLC | 2,968 | $279.5K | 0.08% | +22+0.7% | Added |
| Keel Point, LLC | 2,987 | $281.3K | 0.03% | +642+27.4% | Added |
| Proathlete Wealth Management LLC | 3,000 | $282.4K | 0.15% | +19+0.6% | Added |
| Spirit of America Management Corp | 3,000 | $282.5K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 3,000 | $282.5K | 0.26% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3,004 | $282.9K | 0.08% | +590+24.4% | Added |
| Five Oceans Advisors | 3,013 | $283.7K | 0.15% | −9−0.3% | Reduced |
| Objective Capital Management, LLC | 3,013 | $283.7K | 0.19% | +35+1.2% | Added |
| Wimmer Associates 1, LLC | 3,023 | $284.6K | 0.15% | −75−2.4% | Reduced |
| O'Rourke & Company, Inc | 3,027 | $285.0K | 0.17% | +14+0.5% | Added |
| Cutler Group LP | 3,029 | $285.0K | 0.14% | +3,029 | New |
| Zhang Financial LLC | 3,030 | $285.3K | 0.02% | +5+0.2% | Added |
| Waddell & Associates, LLC | 3,035 | $285.8K | 0.04% | +14+0.5% | Added |
| Associated Banc-Corp | 3,037 | $286.0K | 0.01% | +65+2.2% | Added |
| Stiles Financial Services Inc | 3,046 | $286.9K | 0.11% | +28+0.9% | Added |
| Delta Financial Group, Inc. | 3,049 | $287.0K | 0.08% | −200−6.2% | Reduced |
| Jones Financial Companies LLLP | 3,049 | $287.1K | 0.00% | +898+41.7% | Added |
| Optimum Investment Advisors | 3,050 | $287.2K | 0.13% | +1,750+134.6% | Added |
| Adviser Investments LLC | 3,053 | $287.5K | 0.00% | −370−10.8% | Reduced |
| Lokken Investment Group LLC | 3,053 | $287.5K | 0.14% | −58−1.9% | Reduced |
| Bedel Financial Consulting, Inc. | 3,053 | $287.5K | 0.05% | −322−9.5% | Reduced |
| Manchester Financial Inc | 3,058 | $287.9K | 0.08% | +47+1.6% | Added |
| HBW Advisory Services LLC | 3,104 | $289.0K | 0.05% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,075 | $289.5K | 0.06% | −412−11.8% | Reduced |
| New Covenant Trust Company, N.A. | 3,079 | $289.9K | 0.29% | +3,079 | New |
| Trueblood Wealth Management, LLC | 3,080 | $290.0K | 0.17% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,118 | $290.8K | 0.22% | +179+6.1% | Added |
| St Germain D J Co Inc | 3,089 | $290.9K | 0.01% | +462+17.6% | Added |
| First Interstate Bank | 3,090 | $291.0K | 0.02% | −10−0.3% | Reduced |
| Northwest Bancshares, Inc. | 3,119 | $293.7K | 0.05% | +749+31.6% | Added |
| SOL Capital Management CO | 3,120 | $294.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,997 | $294.0K | 0.04% | −1,534−33.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,131 | $294.8K | 0.07% | +117+3.9% | Added |
| Manchester Capital Management LLC | 3,135 | $295.2K | 0.04% | +202+6.9% | Added |
| Advus Financial Partners, LLC | 3,143 | $296.0K | 0.09% | −121−3.7% | Reduced |
| Trilogy Capital Inc. | 3,157 | $297.3K | 0.02% | +50+1.6% | Added |
| First Affirmative Financial Network | 3,161 | $297.6K | 0.22% | −160−4.8% | Reduced |
| Navis Wealth Advisors, LLC | 3,164 | $297.9K | 0.36% | +143+4.7% | Added |
| Eastern Bank | 3,196 | $300.9K | 0.01% | −756−19.1% | Reduced |
| Onefund, LLC | 3,224 | $301.5K | 0.36% | −117−3.5% | Reduced |
| Fiducient Advisors LLC | 3,222 | $303.4K | 0.06% | −99−3.0% | Reduced |
| Watts Gwilliam & Co., LLC | 3,055 | $303.6K | 0.09% | +3,055 | New |
| JGP Wealth Management, LLC | 3,237 | $304.8K | 0.04% | −53−1.6% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $305.0K | 0.28% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,242 | $305.3K | 0.01% | −95−2.8% | Reduced |
| Apexium Financial, LP | 3,250 | $306.0K | 0.02% | −832−20.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,293 | $310.0K | 0.01% | +1,391+73.1% | Added |
| Jacobi Capital Management LLC | 3,298 | $310.6K | 0.03% | +775+30.7% | Added |
| Investment Partners Asset Management, Inc. | 3,313 | $312.0K | 0.28% | +3,313 | New |
| BLB&B Advisors, LLC | 3,317 | $312.3K | 0.02% | −246−6.9% | Reduced |
| Opinicus Capital, Inc. | 3,320 | $312.7K | 0.28% | +638+23.8% | Added |
| Fiduciary Family Office, LLC | 3,341 | $314.6K | 0.12% | +972+41.0% | Added |
| City State Bank | 3,342 | $315.0K | 0.14% | −200−5.6% | Reduced |
| CWA Asset Management Group, LLC | 3,360 | $316.4K | 0.02% | +1,166+53.1% | Added |
| Duncker Streett & Co Inc | 3,371 | $317.4K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $318.4K | 0.20% | −141−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 3,386 | $318.8K | 0.05% | +4+0.1% | Added |
| American National Bank | 3,388 | $319.0K | 0.04% | −83−2.4% | Reduced |
| Buckingham Strategic Partners | 3,394 | $319.6K | 0.01% | +982+40.7% | Added |
| Raab & Moskowitz Asset Management LLC | 3,395 | $319.7K | 0.09% | +72+2.2% | Added |
| Sentinus, LLC | 3,409 | $321.0K | 0.11% | +3,409 | New |
| BNP Paribas | 3,415 | $321.6K | 0.02% | +3,415 | New |
| Oversea-Chinese Banking CORP Ltd | 3,443 | $321.9K | 0.01% | −1,519−30.6% | Reduced |
| Alerus Financial NA | 3,419 | $321.9K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,437 | $323.6K | 0.01% | +3,437 | New |
| Samalin Investment Counsel, LLC | 3,443 | $324.2K | 0.15% | −738−17.7% | Reduced |
| Truvestments Capital LLC | 3,471 | $326.8K | 0.13% | +2,914+523.2% | Added |
| AlphaStar Capital Management, LLC | 3,484 | $328.1K | 0.03% | +3,484 | New |
| Goldstone Financial Group, LLC | 3,496 | $329.2K | 0.08% | +196+5.9% | Added |
| Journey Advisory Group, LLC | 3,520 | $331.4K | 0.04% | +182+5.5% | Added |
| Aprio Wealth Management, LLC | 3,536 | $332.9K | 0.07% | +446+14.4% | Added |
| Roundview Capital LLC | 3,549 | $334.2K | 0.03% | −1,416−28.5% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $335.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,559 | $335.1K | 0.01% | −713−16.7% | Reduced |
| Quantum Financial Advisors, LLC | 3,567 | $335.9K | 0.06% | −3−0.1% | Reduced |
| RMR Wealth Builders | 3,579 | $337.0K | 0.04% | −353−9.0% | Reduced |
| Alta Advisers Ltd | 3,600 | $339.0K | 0.17% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,596 | $339.0K | 0.11% | −54−1.5% | Reduced |
| Wellington Shields Capital Management, LLC | 3,607 | $339.6K | 0.06% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,607 | $339.7K | 0.10% | +1,252+53.2% | Added |