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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 7,888 | $742.8K | 0.25% | +4,100+108.2% | Added |
| 1832 Asset Management L.P. | 7,890 | $742.9K | 0.00% | +35+0.4% | Added |
| Asset Dedication, LLC | 7,909 | $743.0K | 0.06% | −108−1.3% | Reduced |
| Berkshire Bank | 7,926 | $746.3K | 0.19% | +126+1.6% | Added |
| Financial Management Professionals, Inc. | 7,937 | $747.0K | 0.11% | +599+8.2% | Added |
| Ramirez Asset Management, Inc. | 7,990 | $752.3K | 0.15% | +11+0.1% | Added |
| Congress Park Capital LLC | 8,002 | $753.5K | 0.33% | −1,498−15.8% | Reduced |
| Cim Investment Mangement Inc | 8,045 | $757.5K | 0.23% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 8,050 | $758.0K | 0.16% | −31−0.4% | Reduced |
| Corsair Capital Management, L.P. | 8,059 | $758.8K | 0.21% | −109−1.3% | Reduced |
| IHT Wealth Management, LLC | 8,111 | $763.8K | 0.03% | −675−7.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,160 | $768.0K | 0.01% | +1,666+25.7% | Added |
| Perpetual Ltd | 8,185 | $770.7K | 0.01% | −47−0.6% | Reduced |
| Bull Street Advisors, LLC | 8,199 | $772.0K | 0.37% | −30−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 8,401 | $791.0K | 0.07% | +2,078+32.9% | Added |
| Davenport & Co LLC | 8,430 | $793.8K | 0.00% | −87−1.0% | Reduced |
| Empower Advisory Group, LLC | 8,462 | $796.8K | 0.00% | +1,520+21.9% | Added |
| Wedmont Private Capital | 8,480 | $797.8K | 0.06% | +833+10.9% | Added |
| TRUE Private Wealth Advisors | 8,549 | $805.0K | 0.09% | −65−0.8% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $805.1K | 0.68% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,556 | $805.6K | 0.07% | +30.0% | Added |
| Norden Group LLC | 8,621 | $811.8K | 0.16% | +2,981+52.9% | Added |
| Cooper Financial Group | 8,641 | $813.6K | 0.13% | +447+5.5% | Added |
| E&G Advisors, LP | 8,710 | $815.6K | 0.26% | +10.0% | Added |
| Carmel Capital Partners, LLC | 8,663 | $815.7K | 0.34% | +8,663 | New |
| KLCM Advisors, Inc. | 8,736 | $822.6K | 0.11% | +1,572+21.9% | Added |
| Pennsylvania Capital Management Inc | 8,757 | $824.6K | 0.34% | −346−3.8% | Reduced |
| Cypress Capital Group | 8,759 | $824.8K | 0.10% | +8,759 | New |
| Sapient Capital LLC | 8,794 | $828.0K | 0.02% | −360,748−97.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,820 | $830.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 8,810 | $830.0K | 0.03% | +5,194+143.6% | Added |
| Orion Capital Management LLC | 8,844 | $832.8K | 0.44% | +300+3.5% | Added |
| Jmac Enterprises LLC | 8,900 | $838.0K | 0.16% | +5,000+128.2% | Added |
| Diversified Trust Co | 8,949 | $842.6K | 0.03% | −3,734−29.4% | Reduced |
| Terry L. Blaker | 8,998 | $847.2K | 0.06% | +8,998 | New |
| Bank of New Hampshire | 9,076 | $854.6K | 0.22% | −1,523−14.4% | Reduced |
| Cookson Peirce & Co Inc | 9,158 | $862.0K | 0.05% | +321+3.6% | Added |
| Pacific Global Investment Management CO | 9,169 | $863.4K | 0.16% | +9,169 | New |
| Rockland Trust Co | 9,175 | $863.9K | 0.05% | −61−0.7% | Reduced |
| Mark Asset Management LP | 9,236 | $870.0K | 0.12% | −612−6.2% | Reduced |
| First Citizens Financial Corp | 9,250 | $871.0K | 0.52% | +42+0.5% | Added |
| ASB Consultores, LLC | 9,251 | $871.1K | 0.23% | +6,503+236.6% | Added |
| Fortitude Advisory Group L.L.C. | 9,296 | $875.3K | 0.49% | +5,517+146.0% | Added |
| W Advisors, LLC | 9,310 | $876.7K | 0.60% | +20+0.2% | Added |
| Busey Wealth Management | 9,340 | $879.5K | 0.03% | −95−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,356 | $881.0K | 0.02% | +3,238+52.9% | Added |
| Retirement Planning Co of New England, Inc. | 9,362 | $881.6K | 0.48% | −5,825−38.4% | Reduced |
| Parcion Private Wealth LLC | 9,368 | $882.1K | 0.08% | −100−1.1% | Reduced |
| Nilsine Partners, LLC | 9,386 | $883.8K | 0.12% | −794−7.8% | Reduced |
| Mather Group, LLC. | 9,478 | $883.9K | 0.01% | −110−1.1% | Reduced |
| Buckley Wealth Management, LLC | 9,388 | $884.0K | 0.28% | +128+1.4% | Added |
| Texas Capital Bancshares Inc | 9,390 | $884.2K | 0.40% | +2,452+35.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,461 | $890.8K | 0.11% | +1,271+15.5% | Added |
| Sage Rhino Capital LLC | 9,474 | $892.1K | 0.21% | +674+7.7% | Added |
| First Horizon Advisors, Inc. | 9,575 | $901.6K | 0.03% | −53−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,575 | $901.7K | 0.04% | +2,975+45.1% | Added |
| Legacy Bridge, LLC | 9,658 | $909.4K | 0.53% | −1,190−11.0% | Reduced |
| NCM Capital Management, LLC | 9,689 | $912.3K | 0.51% | −966−9.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,708 | $914.1K | 0.09% | −1,162−10.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,710 | $914.3K | 0.15% | +390+4.2% | Added |
| Magnus Financial Group LLC | 9,735 | $916.7K | 0.11% | +931+10.6% | Added |
| Proficio Capital Partners LLC | 9,800 | $922.8K | 0.10% | +25+0.3% | Added |
| PGGM Investments | 9,833 | $926.0K | 0.01% | +9,833 | New |
| Fort Point Capital Partners LLC | 9,867 | $929.1K | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,875 | $929.8K | 0.03% | −42−0.4% | Reduced |
| Banco BTG Pactual S.A. | 10,000 | $933.0K | 0.29% | −10,263−50.6% | Reduced |
| FourThought Financial Partners, LLC | 9,983 | $940.0K | 0.11% | −296−2.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $941.6K | 0.01% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,061 | $947.3K | 0.91% | +10,061 | New |
| Avidian Wealth Solutions, LLC | 10,072 | $948.4K | 0.05% | +400+4.1% | Added |
| Schear Investment Advisers, LLC | 10,125 | $953.4K | 0.77% | −4,442−30.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,172 | $957.8K | 0.03% | +1,904+23.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,186 | $959.1K | 0.08% | −736−6.7% | Reduced |
| Gibraltar Capital Management, Inc. | 10,192 | $959.7K | 0.45% | −1,212−10.6% | Reduced |
| Triangle Securities Wealth Management | 10,212 | $961.6K | 0.27% | −226−2.2% | Reduced |
| Farther Finance Advisors, LLC | 10,297 | $963.1K | 0.06% | +890+9.5% | Added |
| Stratos Wealth Advisors, LLC | 10,231 | $963.4K | 0.06% | −475−4.4% | Reduced |
| Diversify Advisory Services, LLC | 10,320 | $965.2K | 0.06% | +10,320 | New |
| InterOcean Capital Group, LLC | 10,289 | $968.8K | 0.02% | −311−2.9% | Reduced |
| GAMMA Investing LLC | 10,325 | $972.2K | 0.20% | +808+8.5% | Added |
| EP Wealth Advisors, LLC | 10,366 | $976.1K | 0.01% | +1,158+12.6% | Added |
| Kingswood Wealth Advisors, LLC | 10,463 | $985.3K | 0.11% | −727−6.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,495 | $988.2K | 0.41% | +387+3.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,523 | $990.8K | 0.24% | +8+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 10,536 | $992.1K | 0.18% | −122−1.1% | Reduced |
| Venturi Wealth Management, LLC | 10,553 | $993.7K | 0.06% | +112+1.1% | Added |
| Ostrum Asset Management | 10,581 | $996.3K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 10,594 | $997.5K | 0.13% | −566−5.1% | Reduced |
| Alera Investment Advisors, LLC | 10,639 | $1.00M | 0.14% | −95−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 10,644 | $1.00M | 0.04% | +934+9.6% | Added |
| Mork Capital Management, LLC | 10,670 | $1.00M | 0.76% | 00.0% | Unchanged |
| Trust Point Inc. | 10,671 | $1.00M | 0.08% | +1,237+13.1% | Added |
| Mount Yale Investment Advisors, LLC | 10,671 | $1.00M | 0.08% | +6,244+141.0% | Added |
| GFG Capital, LLC | 10,847 | $1.02M | 0.26% | −43−0.4% | Reduced |
| South State Corp. | 10,857 | $1.02M | 0.08% | −1,917−15.0% | Reduced |
| Global Retirement Partners, LLC | 10,884 | $1.02M | 0.04% | +802+8.0% | Added |
| Avestar Capital, LLC | 10,984 | $1.03M | 0.12% | +6,214+130.3% | Added |
| Castle Wealth Management LLC | 11,041 | $1.04M | 0.54% | +692+6.7% | Added |
| Hamilton Capital, LLC | 11,060 | $1.04M | 0.08% | +227+2.1% | Added |
| Jump Financial, LLC | 11,084 | $1.04M | 0.03% | +11,084 | New |