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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 6,000 | $565.0K | 0.10% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 6,002 | $565.1K | 0.23% | +7+0.1% | Added |
| Essex Financial Services, Inc. | 6,052 | $569.8K | 0.05% | −134−2.2% | Reduced |
| Ibex Wealth Advisors | 6,707 | $570.0K | 0.15% | +6,707 | New |
| Orca Investment Management, LLC | 6,066 | $571.2K | 0.53% | −856−12.4% | Reduced |
| MQS Management LLC | 6,087 | $573.2K | 0.33% | +6,087 | New |
| HM Payson & Co | 6,101 | $574.5K | 0.01% | −421−6.5% | Reduced |
| US Asset Management LLC | 6,115 | $576.0K | 0.52% | −61−1.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,119 | $576.2K | 0.06% | +1,028+20.2% | Added |
| Pictet & Cie (Europe) SA | 6,141 | $578.2K | 0.02% | +161+2.7% | Added |
| Lebenthal Global Advisors, LLC | 6,143 | $578.5K | 0.13% | +264+4.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,150 | $579.1K | 0.09% | −169−2.7% | Reduced |
| CX Institutional | 6,191 | $583.0K | 0.03% | +71+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,205 | $584.3K | 0.44% | −204−3.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,220 | $585.6K | 0.02% | −2,236−26.4% | Reduced |
| Blueprint Investment Partners LLC | 6,227 | $586.4K | 0.12% | +3,432+122.8% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $587.8K | 0.35% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 6,248 | $588.3K | 0.05% | +31+0.5% | Added |
| Welch & Forbes LLC | 6,267 | $590.1K | 0.01% | +10+0.2% | Added |
| Cubic Asset Management, LLC | 6,296 | $592.8K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,326 | $593.1K | 0.03% | +6,326 | New |
| Beta Wealth Group, Inc. | 6,314 | $594.6K | 0.29% | −396−5.9% | Reduced |
| Grove Bank & Trust | 6,321 | $595.2K | 0.10% | −21−0.3% | Reduced |
| Anchor Investment Management, LLC | 6,327 | $595.8K | 0.06% | −226−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,393 | $601.9K | 0.01% | −736−10.3% | Reduced |
| Western Wealth Management, LLC | 6,393 | $602.0K | 0.05% | +641+11.1% | Added |
| Shufro Rose & Co LLC | 6,420 | $604.5K | 0.05% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,429 | $605.4K | 0.47% | 00.0% | Unchanged |
| Somerville Kurt F | 6,430 | $605.4K | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,432 | $605.6K | 0.02% | −676−9.5% | Reduced |
| Bank of Stockton | 6,438 | $606.2K | 0.19% | +1,435+28.7% | Added |
| Signature Estate & Investment Advisors LLC | 6,451 | $607.4K | 0.02% | −6,119−48.7% | Reduced |
| Arbor Investment Advisors, LLC | 6,503 | $612.4K | 0.09% | +14+0.2% | Added |
| Personal Cfo Solutions, LLC | 6,513 | $613.3K | 0.10% | −391−5.7% | Reduced |
| First Foundation Advisors | 6,521 | $614.0K | 0.02% | −181−2.7% | Reduced |
| Empire Financial Management Company, LLC | 6,538 | $615.6K | 0.20% | −306−4.5% | Reduced |
| Corton Capital Inc. | 6,548 | $616.6K | 0.23% | −650−9.0% | Reduced |
| Visionary Wealth Advisors | 6,560 | $617.7K | 0.04% | −397−5.7% | Reduced |
| Moors & Cabot, Inc. | 6,567 | $618.3K | 0.03% | −2,205−25.1% | Reduced |
| Harbor Advisors LLC | 6,608 | $622.2K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,652 | $626.4K | 0.00% | −42,133−86.4% | Reduced |
| KPP Advisory Services LLC | 6,693 | $630.2K | 0.17% | +313+4.9% | Added |
| Canton Hathaway, LLC | 6,725 | $633.0K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 6,725 | $633.2K | 0.11% | +6,725 | New |
| Affinity Investment Advisors, LLC | 6,741 | $634.7K | 0.46% | −40−0.6% | Reduced |
| Brookstone Capital Management | 6,745 | $635.1K | 0.01% | −566−7.7% | Reduced |
| Strategic Blueprint, LLC | 6,841 | $644.1K | 0.05% | −75−1.1% | Reduced |
| David Loasby | 6,877 | $647.0K | 0.07% | −1,387−16.8% | Reduced |
| Inscription Capital, LLC | 6,878 | $647.6K | 0.11% | +6,878 | New |
| Atomi Financial Group, Inc. | 6,895 | $649.3K | 0.06% | +1,142+19.9% | Added |
| Hancock Whitney Corp | 6,902 | $649.9K | 0.02% | −4,151−37.6% | Reduced |
| Csenge Advisory Group | 6,904 | $650.1K | 0.04% | −2,759−28.6% | Reduced |
| Transatlantique Private Wealth LLC | 6,918 | $651.4K | 0.28% | +204+3.0% | Added |
| IFG Advisors, LLC | 6,932 | $652.7K | 0.17% | 00.0% | Unchanged |
| Quilter Plc | 6,940 | $653.5K | 0.02% | −115−1.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,951 | $654.5K | 0.04% | +2,666+62.2% | Added |
| Financial Engines Advisors L.L.C. | 6,994 | $658.5K | 0.00% | +6,994 | New |
| Buckingham Strategic Wealth, LLC | 6,997 | $658.8K | 0.01% | +1,158+19.8% | Added |
| LexAurum Advisors, LLC | 6,998 | $658.9K | 0.17% | −8−0.1% | Reduced |
| Claro Advisors LLC | 7,000 | $659.1K | 0.11% | +286+4.3% | Added |
| Kesler, Norman & Wride, LLC | 7,019 | $660.9K | 0.14% | −378−5.1% | Reduced |
| NBT Bank N A | 7,033 | $662.2K | 0.05% | −60−0.8% | Reduced |
| Private Trust Co NA | 7,059 | $664.7K | 0.07% | +419+6.3% | Added |
| Charles Schwab Trust Co | 7,086 | $667.2K | 0.06% | −470−6.2% | Reduced |
| Rothschild Investment LLC | 7,096 | $668.2K | 0.05% | +563+8.6% | Added |
| Clifford Group, LLC | 7,101 | $668.6K | 0.55% | +510+7.7% | Added |
| TriaGen Wealth Management LLC | 7,105 | $669.0K | 0.28% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,110 | $669.5K | 0.22% | −175−2.4% | Reduced |
| Regal Investment Advisors LLC | 7,112 | $669.7K | 0.05% | +3,104+77.4% | Added |
| Hills Bank & Trust Co | 7,137 | $672.0K | 0.06% | −131−1.8% | Reduced |
| Resurgent Financial Advisors LLC | 7,145 | $672.8K | 0.36% | −1,513−17.5% | Reduced |
| Hyman Charles D | 7,188 | $677.0K | 0.04% | 00.0% | Unchanged |
| Robotti Robert | 7,215 | $679.4K | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7,224 | $681.0K | 0.07% | −129−1.8% | Reduced |
| West Oak Capital, LLC | 8,347 | $685.0K | 0.29% | +1,350+19.3% | Added |
| Sentry Investment Management LLC | 7,291 | $687.0K | 0.27% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,362 | $693.2K | 0.03% | +4,786+185.8% | Added |
| Mission Wealth Management, LP | 7,385 | $695.4K | 0.02% | +364+5.2% | Added |
| Sunbelt Securities, Inc. | 7,411 | $697.9K | 0.08% | +159+2.2% | Added |
| CFM Wealth Partners LLC | 7,420 | $698.7K | 0.14% | +644+9.5% | Added |
| Mechanics Financial Corp | 7,426 | $699.2K | 0.36% | +225+3.1% | Added |
| Washburn Capital Management, Inc. | 7,441 | $700.6K | 0.52% | −3,290−30.7% | Reduced |
| Independent Investors Inc | 7,483 | $704.6K | 0.17% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 7,500 | $706.2K | 0.18% | −500−6.3% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $706.2K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,504 | $706.6K | 0.02% | +726+10.7% | Added |
| Herold Advisors, Inc. | 7,524 | $708.5K | 0.17% | +291+4.0% | Added |
| First Dallas Securities Inc. | 7,562 | $712.0K | 0.33% | +1,312+21.0% | Added |
| Portside Wealth Group, LLC | 7,568 | $712.6K | 0.13% | −105−1.4% | Reduced |
| CNB Bank | 7,597 | $715.3K | 0.35% | +3,547+87.6% | Added |
| Hilltop Holdings Inc. | 7,609 | $716.4K | 0.08% | +248+3.4% | Added |
| Beacon Financial Group | 7,640 | $719.4K | 0.08% | −910−10.6% | Reduced |
| Breakwater Capital Group | 7,641 | $719.5K | 0.18% | −171−2.2% | Reduced |
| Suvretta Capital Management, LLC | 7,641 | $719.5K | 0.03% | +2,841+59.2% | Added |
| North Star Investment Management Corp. | 7,708 | $725.8K | 0.05% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,757 | $730.4K | 0.19% | +48+0.6% | Added |
| AE Wealth Management LLC | 7,758 | $730.5K | 0.01% | −75,417−90.7% | Reduced |
| MidWestOne Financial Group, Inc. | 7,800 | $734.4K | 0.13% | +18+0.2% | Added |
| Waldron Private Wealth LLC | 7,854 | $739.5K | 0.03% | +976+14.2% | Added |
| Cidel Asset Management Inc | 7,860 | $740.1K | 0.06% | +603+8.3% | Added |