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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 4,588 | $432.0K | 0.02% | +564+14.0% | Added |
| Smartleaf Asset Management LLC | 4,627 | $432.6K | 0.08% | +1,827+65.3% | Added |
| Marcum Wealth, LLC | 4,622 | $435.2K | 0.04% | +148+3.3% | Added |
| Mosaic Family Wealth Partners, LLC | 4,646 | $437.5K | 0.07% | −166−3.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,660 | $438.8K | 0.06% | −8,475−64.5% | Reduced |
| One Wealth Advisors, LLC | 4,686 | $441.2K | 0.08% | +2,002+74.6% | Added |
| Insight 2811, Inc. | 4,722 | $444.6K | 0.23% | +20+0.4% | Added |
| BSW Wealth Partners | 4,728 | $445.2K | 0.08% | −682−12.6% | Reduced |
| Childress Capital Advisors, LLC | 4,768 | $449.0K | 0.13% | −315−6.2% | Reduced |
| Plato Investment Management Ltd | 4,784 | $450.5K | 0.05% | +2,856+148.1% | Added |
| Rogco, LP | 4,834 | $455.2K | 0.19% | +570+13.4% | Added |
| Mosley Wealth Management | 4,840 | $455.7K | 0.43% | −136−2.7% | Reduced |
| Green Harvest Asset Management LLC | 4,845 | $456.2K | 0.01% | +4,845 | New |
| Rehmann Capital Advisory Group | 4,856 | $457.3K | 0.03% | −181−3.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $458.0K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 5,053 | $458.1K | 0.22% | +849+20.2% | Added |
| Resonant Capital Advisors, LLC | 4,897 | $461.1K | 0.04% | +2,346+92.0% | Added |
| Pinnacle Bancorp, Inc. | 4,900 | $461.4K | 0.14% | −548−10.1% | Reduced |
| Addison Advisors LLC | 4,904 | $461.8K | 0.16% | +78+1.6% | Added |
| Evexia Wealth LLC | 5,363 | $462.2K | 0.19% | −38,556−87.8% | Reduced |
| Arkadios Wealth Advisors | 4,912 | $462.5K | 0.04% | −337−6.4% | Reduced |
| Bell Bank | 4,920 | $463.3K | 0.04% | −113−2.2% | Reduced |
| Register Financial Advisors LLC | 4,936 | $464.8K | 0.24% | +918+22.8% | Added |
| Davis R M Inc | 4,948 | $465.9K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,961 | $467.1K | 0.28% | −4,704−48.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $467.8K | 0.04% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,978 | $468.7K | 0.02% | +33+0.7% | Added |
| Peoples Bank | 4,980 | $468.9K | 0.26% | −200−3.9% | Reduced |
| Glaxis Capital Management, LLC | 5,000 | $470.8K | 0.88% | +5,000 | New |
| DRW Securities, LLC | 5,006 | $471.4K | 0.03% | −17,329−77.6% | Reduced |
| Zions Bancorporation, N.A. | 5,008 | $471.6K | 0.03% | +852+20.5% | Added |
| SlateStone Wealth, LLC | 5,017 | $472.0K | 0.05% | +232+4.8% | Added |
| Northeast Financial Consultants Inc | 5,025 | $473.2K | 0.02% | −5,115−50.4% | Reduced |
| Harbor Investment Advisory, LLC | 5,033 | $473.9K | 0.05% | +931+22.7% | Added |
| Arcataur Capital Management LLC | 5,047 | $475.2K | 0.17% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,048 | $475.3K | 0.02% | −467−8.5% | Reduced |
| BluePath Capital Management, LLC | 5,067 | $477.1K | 0.37% | +1,134+28.8% | Added |
| Independent Financial Group, LLC | 5,076 | $478.0K | 0.02% | +231+4.8% | Added |
| Strategic Financial Services, Inc, | 5,082 | $478.5K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,114 | $481.5K | 0.06% | −277−5.1% | Reduced |
| Colonial River Wealth Management, LLC | 5,117 | $481.8K | 0.27% | +839+19.6% | Added |
| Willner & Heller, LLC | 5,117 | $481.8K | 0.48% | +108+2.2% | Added |
| BKD Wealth Advisors, LLC | 5,118 | $481.9K | 0.01% | +1,442+39.2% | Added |
| Oakworth Capital, Inc. | 5,144 | $484.4K | 0.04% | +2,500+94.6% | Added |
| Silvia McColl Wealth Management, LLC | 5,315 | $487.1K | 0.42% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,960 | $487.5K | 0.14% | −387−7.2% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $492.5K | 0.14% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,260 | $495.3K | 0.05% | +445+9.2% | Added |
| Advisors Capital Management, LLC | 5,272 | $496.0K | 0.01% | −733−12.2% | Reduced |
| Graypoint LLC | 5,290 | $498.1K | 0.04% | −315−5.6% | Reduced |
| Barlow Wealth Partners, Inc. | 5,782 | $498.4K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,308 | $499.8K | 0.39% | 00.0% | Unchanged |
| One River Asset Management, LLC | 5,330 | $501.9K | 0.16% | +5,330 | New |
| RSM US Wealth Management LLC | 5,331 | $501.9K | 0.01% | +291+5.8% | Added |
| Cambridge Trust Co | 5,335 | $502.3K | 0.02% | +198+3.9% | Added |
| Hexagon Capital Partners LLC | 5,336 | $502.5K | 0.11% | +555+11.6% | Added |
| Canopy Partners, LLC | 5,357 | $504.4K | 0.25% | +1,210+29.2% | Added |
| Lindbrook Capital, LLC | 5,370 | $505.6K | 0.05% | +184+3.5% | Added |
| Gryphon Financial Partners LLC | 5,417 | $510.1K | 0.08% | −9,322−63.2% | Reduced |
| First American Trust, FSB | 5,442 | $512.4K | 0.05% | +5,442 | New |
| Adirondack Trust Co | 5,453 | $513.4K | 0.21% | −79−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,457 | $513.8K | 0.01% | −1,062−16.3% | Reduced |
| Mach-1 Financial Group, Inc. | 5,473 | $515.3K | 0.39% | −11,405−67.6% | Reduced |
| PDS Planning, Inc | 5,474 | $515.4K | 0.05% | +359+7.0% | Added |
| Financial Advisors, LLC | 5,476 | $515.6K | 0.11% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,492 | $517.1K | 0.02% | +5,492 | New |
| Syon Capital LLC | 5,527 | $520.4K | 0.05% | +213+4.0% | Added |
| Bahl & Gaynor Inc | 5,545 | $522.1K | 0.00% | +99+1.8% | Added |
| McDonald Partners LLC | 5,556 | $523.2K | 0.14% | −428−7.2% | Reduced |
| Eads & Heald Wealth Management | 5,567 | $524.0K | 0.24% | +19+0.3% | Added |
| Kingsview Wealth Management, LLC | 5,574 | $524.8K | 0.01% | −688−11.0% | Reduced |
| Marino, Stram & Associates LLC | 5,597 | $527.0K | 0.12% | −2,250−28.7% | Reduced |
| Curbstone Financial Management Corp | 5,632 | $530.3K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 5,650 | $532.0K | 0.08% | +100+1.8% | Added |
| Moneta Group Investment Advisors LLC | 5,660 | $532.9K | 0.01% | −4,318−43.3% | Reduced |
| Legacy Capital Group California, Inc. | 5,689 | $535.7K | 0.20% | −216−3.7% | Reduced |
| Pacitti Group Inc. | 5,694 | $536.2K | 0.29% | −475−7.7% | Reduced |
| Aaron Wealth Advisors | 5,699 | $536.6K | 0.08% | +1,427+33.4% | Added |
| Bank of Nova Scotia Trust Co | 5,700 | $536.7K | 0.06% | +168+3.0% | Added |
| Calton & Associates, Inc. | 5,719 | $538.5K | 0.26% | +967+20.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,721 | $538.7K | 0.09% | +1,025+21.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,742 | $540.7K | 0.15% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,005 | $540.9K | 0.14% | +180+3.1% | Added |
| Lake Street Financial LLC | 5,756 | $542.0K | 0.07% | −390−6.3% | Reduced |
| Wealth Effects LLC | 5,756 | $542.0K | 0.20% | 00.0% | Unchanged |
| Capital Square, LLC | 5,759 | $542.3K | 0.38% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,773 | $543.6K | 0.02% | +7+0.1% | Added |
| Wharton Business Group, LLC | 5,789 | $545.0K | 0.03% | −150−2.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 5,800 | $546.1K | 0.03% | −291,553−98.0% | Reduced |
| Westover Capital Advisors, LLC | 5,803 | $546.4K | 0.16% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,814 | $547.4K | 0.20% | −204−3.4% | Reduced |
| Berger Financial Group, Inc | 5,824 | $548.4K | 0.05% | −308−5.0% | Reduced |
| STAR Financial Bank | 5,840 | $549.9K | 0.47% | −25−0.4% | Reduced |
| Strategic Investment Advisors | 5,873 | $553.0K | 0.07% | +1,340+29.6% | Added |
| Legacy Financial Advisors, Inc. | 5,894 | $555.0K | 0.10% | +72+1.2% | Added |
| Nicholas Hoffman & Company, LLC. | 5,922 | $557.6K | 0.03% | −816−12.1% | Reduced |
| Clearstead Advisors, LLC | 5,674 | $559.3K | 0.03% | +116+2.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 5,943 | $559.6K | 0.10% | −4,422−42.7% | Reduced |
| Benjamin Edwards Inc | 5,965 | $562.0K | 0.11% | −59−1.0% | Reduced |
| Worm Capital, LLC | 5,986 | $563.6K | 0.77% | −299−4.8% | Reduced |