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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 3,617 | $340.6K | 0.03% | −160−4.2% | Reduced |
| First Financial Bank - Trust Division | 3,620 | $340.9K | 0.03% | −44−1.2% | Reduced |
| Davidson Investment Advisors | 3,623 | $341.1K | 0.02% | +75+2.1% | Added |
| World Equity Group, Inc. | 3,637 | $341.8K | 0.07% | +3,637 | New |
| Cornerstone Advisory, LLC | 3,631 | $341.9K | 0.05% | +1,235+51.5% | Added |
| Catalina Capital Group, LLC | 3,633 | $342.1K | 0.15% | +3,633 | New |
| Cornerstone Wealth Group, LLC | 3,647 | $343.4K | 0.03% | +3,647 | New |
| Avantax Planning Partners, Inc. | 3,649 | $343.6K | 0.01% | −514−12.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,652 | $343.8K | 0.01% | +3,652 | New |
| Measured Wealth Private Client Group, LLC | 3,658 | $344.4K | 0.12% | +431+13.4% | Added |
| Farmers National Bank | 3,674 | $345.9K | 0.10% | −163−4.2% | Reduced |
| Eudaimonia Partners, LLC | 3,677 | $346.3K | 0.08% | +24+0.7% | Added |
| Wealth Alliance | 3,687 | $347.2K | 0.05% | −349−8.6% | Reduced |
| Evergreen Capital Management LLC | 3,695 | $347.9K | 0.01% | +691+23.0% | Added |
| Bryn Mawr Trust Co | 3,709 | $349.2K | 0.01% | +3,709 | New |
| Apriem Advisors | 3,711 | $349.4K | 0.04% | +200+5.7% | Added |
| GTS Securities LLC | 3,716 | $349.9K | 0.01% | −33,971−90.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,716 | $349.9K | 0.04% | −28−0.7% | Reduced |
| Circle Wealth Management, LLC | 3,723 | $350.5K | 0.01% | +176+5.0% | Added |
| Signet Financial Management, LLC | 3,728 | $351.1K | 0.05% | −57,442−93.9% | Reduced |
| Nwam LLC | 3,670 | $351.3K | 0.03% | −3−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,761 | $351.8K | 0.10% | +2+0.1% | Added |
| Altus Wealth Group LLC | 3,742 | $352.4K | 0.18% | −66−1.7% | Reduced |
| Legacy Advisors, LLC | 3,748 | $352.9K | 0.04% | +383+11.4% | Added |
| Missouri Trust & Investment Co | 3,750 | $353.1K | 0.14% | +375+11.1% | Added |
| Centric Wealth Management | 3,893 | $353.6K | 0.11% | +2+0.1% | Added |
| Overbrook Management Corp | 3,764 | $354.4K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,770 | $355.0K | 0.00% | −338−8.2% | Reduced |
| Eqis Capital Management, Inc. | 3,774 | $355.3K | 0.03% | +3,774 | New |
| Mosaic Financial Group, LLC | 3,792 | $357.0K | 0.29% | +3,792 | New |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $357.1K | 0.20% | −13,454−78.0% | Reduced |
| Tanager Wealth Management LLP | 3,794 | $357.2K | 0.06% | +3,794 | New |
| AdvisorNet Financial, Inc | 3,795 | $357.4K | 0.03% | −177−4.5% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $358.2K | 0.22% | 00.0% | Unchanged |
| First County Bank | 3,807 | $358.5K | 0.18% | −553−12.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,829 | $360.5K | 0.05% | −5,111−57.2% | Reduced |
| Marest Capital, LLC | 3,855 | $362.8K | 0.33% | +3,855 | New |
| Kovack Advisors, Inc. | 3,858 | $363.2K | 0.04% | −2,683−41.0% | Reduced |
| Allstate Corp | 3,884 | $365.7K | 0.03% | −286−6.9% | Reduced |
| Fort Washington Investment Advisors Inc | 3,898 | $367.0K | 0.00% | −470−10.8% | Reduced |
| Hartline Investment Corp | 3,899 | $367.1K | 0.06% | −21,958−84.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,899 | $367.1K | 0.06% | −152−3.8% | Reduced |
| Essex Savings Bank | 3,950 | $368.3K | 0.11% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 3,926 | $370.0K | 0.03% | −2,750−41.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,946 | $371.6K | 0.06% | +3,946 | New |
| Voya Financial Advisors, Inc. | 3,985 | $372.6K | 0.04% | −2,175−35.3% | Reduced |
| Destination Wealth Management | 3,966 | $373.4K | 0.01% | +87+2.2% | Added |
| Holderness Investments Co | 3,968 | $373.6K | 0.09% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,979 | $374.7K | 0.04% | +1,190+42.7% | Added |
| Bullock Wealth Management Group | 4,041 | $378.0K | 0.25% | +4,041 | New |
| Brown Capital Management LLC | 4,024 | $378.9K | 0.01% | −30−0.7% | Reduced |
| Allen Investment Management LLC | 4,034 | $379.8K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,047 | $381.1K | 0.29% | +4,047 | New |
| Park National Corp | 4,062 | $382.5K | 0.01% | +444+12.3% | Added |
| Hoylecohen, LLC | 4,070 | $383.2K | 0.03% | +7+0.2% | Added |
| Shepherd Financial Partners LLC | 4,074 | $383.6K | 0.05% | +4+0.1% | Added |
| Morse Asset Management, Inc | 4,109 | $387.0K | 0.10% | −90−2.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,135 | $389.0K | 0.14% | −223−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $389.2K | 0.25% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,146 | $390.4K | 0.01% | +161+4.0% | Added |
| Silver Coast Investments LLC | 4,157 | $391.4K | 0.16% | −16−0.4% | Reduced |
| X-Square Capital, LLC | 4,315 | $392.0K | 0.19% | +10.0% | Added |
| Private Capital Management LLC | 4,199 | $395.4K | 0.09% | +1,020+32.1% | Added |
| Salzhauer Michael | 4,225 | $397.8K | 0.32% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 4,228 | $398.1K | 0.17% | +620+17.2% | Added |
| American National Bank & Trust Co | 4,269 | $401.9K | 0.09% | +4,269 | New |
| IFP Advisors, Inc | 4,289 | $403.8K | 0.02% | −2,730−38.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,290 | $403.9K | 0.04% | −80−1.8% | Reduced |
| Titleist Asset Management, LLC | 4,294 | $404.3K | 0.07% | −2,246−34.3% | Reduced |
| Powell Investment Advisors, LLC | 4,299 | $404.8K | 0.21% | +42+1.0% | Added |
| South Dakota Investment Council | 4,300 | $405.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,303 | $405.2K | 0.02% | +1,580+58.0% | Added |
| Central Bank & Trust Co | 4,307 | $405.5K | 0.06% | −1,808−29.6% | Reduced |
| Pinnacle Financial Partners Inc | 4,313 | $406.1K | 0.01% | +952+28.3% | Added |
| Sage Mountain Advisors LLC | 4,316 | $406.4K | 0.04% | +676+18.6% | Added |
| Aspiriant, LLC | 4,331 | $407.9K | 0.02% | +56+1.3% | Added |
| Forte Capital LLC | 4,340 | $408.7K | 0.05% | +450+11.6% | Added |
| Allred Capital Management, LLC | 4,374 | $411.9K | 0.16% | −9−0.2% | Reduced |
| IPG Investment Advisors LLC | 4,375 | $411.9K | 0.09% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 4,400 | $414.4K | 0.18% | −45−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 4,426 | $416.8K | 0.19% | −35−0.8% | Reduced |
| Bank of Hawaii | 4,427 | $416.8K | 0.02% | +1,041+30.7% | Added |
| Riverwater Partners LLC | 4,430 | $417.1K | 0.31% | −371−7.7% | Reduced |
| Hudock, Inc. | 4,433 | $417.5K | 0.09% | +208+4.9% | Added |
| HBK Sorce Advisory LLC | 4,442 | $418.3K | 0.01% | −65−1.4% | Reduced |
| Relative Value Partners Group, LLC | 4,801 | $418.8K | 0.03% | +32+0.7% | Added |
| Strategy Asset Managers LLC | 4,453 | $419.3K | 0.09% | +6+0.1% | Added |
| L2 Asset Management, LLC | 4,453 | $419.3K | 0.14% | +337+8.2% | Added |
| Cornerstone Wealth Management, LLC | 4,467 | $420.6K | 0.03% | +83+1.9% | Added |
| Meeder Asset Management Inc | 4,470 | $420.9K | 0.03% | +394+9.7% | Added |
| Smithfield Trust Co | 4,493 | $422.0K | 0.02% | +239+5.6% | Added |
| Baron Wealth Management LLC | 4,485 | $422.3K | 0.22% | +3+0.1% | Added |
| Millennium Capital Advisors, LLC | 4,488 | $422.6K | 0.30% | −509−10.2% | Reduced |
| Ledyard National Bank | 4,491 | $422.9K | 0.04% | −250−5.3% | Reduced |
| Wilkinson Global Asset Management LLC | 4,494 | $423.2K | 0.03% | −990−18.1% | Reduced |
| Connecticut Wealth Management, LLC | 4,494 | $423.2K | 0.02% | −1,020−18.5% | Reduced |
| Autumn Glory Partners, LLC | 4,535 | $427.0K | 0.21% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,536 | $427.1K | 0.04% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,550 | $428.4K | 0.10% | −2,790−38.0% | Reduced |
| GM Advisory Group, Inc. | 4,583 | $431.5K | 0.03% | −969−17.5% | Reduced |