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 |
|---|---|---|---|---|---|
| Castle Wealth Management LLC | 11,041 | $1.04M | 0.54% | +692+6.7% | Added |
| Avestar Capital, LLC | 10,984 | $1.03M | 0.12% | +6,214+130.3% | Added |
| Global Retirement Partners, LLC | 10,884 | $1.02M | 0.04% | +802+8.0% | Added |
| South State Corp. | 10,857 | $1.02M | 0.08% | −1,917−15.0% | Reduced |
| GFG Capital, LLC | 10,847 | $1.02M | 0.26% | −43−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,671 | $1.00M | 0.08% | +6,244+141.0% | Added |
| Trust Point Inc. | 10,671 | $1.00M | 0.08% | +1,237+13.1% | Added |
| Mork Capital Management, LLC | 10,670 | $1.00M | 0.76% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,644 | $1.00M | 0.04% | +934+9.6% | Added |
| Alera Investment Advisors, LLC | 10,639 | $1.00M | 0.14% | −95−0.9% | Reduced |
| Rossmore Private Capital | 10,594 | $997.5K | 0.13% | −566−5.1% | Reduced |
| Ostrum Asset Management | 10,581 | $996.3K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,553 | $993.7K | 0.06% | +112+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 10,536 | $992.1K | 0.18% | −122−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,523 | $990.8K | 0.24% | +8+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,495 | $988.2K | 0.41% | +387+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 10,463 | $985.3K | 0.11% | −727−6.5% | Reduced |
| EP Wealth Advisors, LLC | 10,366 | $976.1K | 0.01% | +1,158+12.6% | Added |
| GAMMA Investing LLC | 10,325 | $972.2K | 0.20% | +808+8.5% | Added |
| InterOcean Capital Group, LLC | 10,289 | $968.8K | 0.02% | −311−2.9% | Reduced |
| Diversify Advisory Services, LLC | 10,320 | $965.2K | 0.06% | +10,320 | New |
| Stratos Wealth Advisors, LLC | 10,231 | $963.4K | 0.06% | −475−4.4% | Reduced |
| Farther Finance Advisors, LLC | 10,297 | $963.1K | 0.06% | +890+9.5% | Added |
| Triangle Securities Wealth Management | 10,212 | $961.6K | 0.27% | −226−2.2% | Reduced |
| Gibraltar Capital Management, Inc. | 10,192 | $959.7K | 0.45% | −1,212−10.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,186 | $959.1K | 0.08% | −736−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,172 | $957.8K | 0.03% | +1,904+23.0% | Added |
| Schear Investment Advisers, LLC | 10,125 | $953.4K | 0.77% | −4,442−30.5% | Reduced |
| Avidian Wealth Solutions, LLC | 10,072 | $948.4K | 0.05% | +400+4.1% | Added |
| Roberts Capital Advisors, LLC | 10,061 | $947.3K | 0.91% | +10,061 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $941.6K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,983 | $940.0K | 0.11% | −296−2.9% | Reduced |
| Banco BTG Pactual S.A. | 10,000 | $933.0K | 0.29% | −10,263−50.6% | Reduced |
| Choate Investment Advisors | 9,875 | $929.8K | 0.03% | −42−0.4% | Reduced |
| Fort Point Capital Partners LLC | 9,867 | $929.1K | 0.13% | 00.0% | Unchanged |
| PGGM Investments | 9,833 | $926.0K | 0.01% | +9,833 | New |
| Proficio Capital Partners LLC | 9,800 | $922.8K | 0.10% | +25+0.3% | Added |
| Magnus Financial Group LLC | 9,735 | $916.7K | 0.11% | +931+10.6% | Added |
| Sompo Asset Management Co., Ltd. | 9,710 | $914.3K | 0.15% | +390+4.2% | Added |
| Beese Fulmer Investment Management, Inc. | 9,708 | $914.1K | 0.09% | −1,162−10.7% | Reduced |
| NCM Capital Management, LLC | 9,689 | $912.3K | 0.51% | −966−9.1% | Reduced |
| Legacy Bridge, LLC | 9,658 | $909.4K | 0.53% | −1,190−11.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,575 | $901.7K | 0.04% | +2,975+45.1% | Added |
| First Horizon Advisors, Inc. | 9,575 | $901.6K | 0.03% | −53−0.6% | Reduced |
| Sage Rhino Capital LLC | 9,474 | $892.1K | 0.21% | +674+7.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,461 | $890.8K | 0.11% | +1,271+15.5% | Added |
| Texas Capital Bancshares Inc | 9,390 | $884.2K | 0.40% | +2,452+35.3% | Added |
| Buckley Wealth Management, LLC | 9,388 | $884.0K | 0.28% | +128+1.4% | Added |
| Mather Group, LLC. | 9,478 | $883.9K | 0.01% | −110−1.1% | Reduced |
| Nilsine Partners, LLC | 9,386 | $883.8K | 0.12% | −794−7.8% | Reduced |
| Parcion Private Wealth LLC | 9,368 | $882.1K | 0.08% | −100−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,362 | $881.6K | 0.48% | −5,825−38.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,356 | $881.0K | 0.02% | +3,238+52.9% | Added |
| Busey Wealth Management | 9,340 | $879.5K | 0.03% | −95−1.0% | Reduced |
| W Advisors, LLC | 9,310 | $876.7K | 0.60% | +20+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 9,296 | $875.3K | 0.49% | +5,517+146.0% | Added |
| ASB Consultores, LLC | 9,251 | $871.1K | 0.23% | +6,503+236.6% | Added |
| First Citizens Financial Corp | 9,250 | $871.0K | 0.52% | +42+0.5% | Added |
| Mark Asset Management LP | 9,236 | $870.0K | 0.12% | −612−6.2% | Reduced |
| Rockland Trust Co | 9,175 | $863.9K | 0.05% | −61−0.7% | Reduced |
| Pacific Global Investment Management CO | 9,169 | $863.4K | 0.16% | +9,169 | New |
| Cookson Peirce & Co Inc | 9,158 | $862.0K | 0.05% | +321+3.6% | Added |
| Bank of New Hampshire | 9,076 | $854.6K | 0.22% | −1,523−14.4% | Reduced |
| Terry L. Blaker | 8,998 | $847.2K | 0.06% | +8,998 | New |
| Diversified Trust Co | 8,949 | $842.6K | 0.03% | −3,734−29.4% | Reduced |
| Jmac Enterprises LLC | 8,900 | $838.0K | 0.16% | +5,000+128.2% | Added |
| Orion Capital Management LLC | 8,844 | $832.8K | 0.44% | +300+3.5% | Added |
| 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 |
| Sapient Capital LLC | 8,794 | $828.0K | 0.02% | −360,748−97.6% | Reduced |
| Cypress Capital Group | 8,759 | $824.8K | 0.10% | +8,759 | New |
| Pennsylvania Capital Management Inc | 8,757 | $824.6K | 0.34% | −346−3.8% | Reduced |
| KLCM Advisors, Inc. | 8,736 | $822.6K | 0.11% | +1,572+21.9% | Added |
| Carmel Capital Partners, LLC | 8,663 | $815.7K | 0.34% | +8,663 | New |
| E&G Advisors, LP | 8,710 | $815.6K | 0.26% | +10.0% | Added |
| Cooper Financial Group | 8,641 | $813.6K | 0.13% | +447+5.5% | Added |
| Norden Group LLC | 8,621 | $811.8K | 0.16% | +2,981+52.9% | Added |
| Good Life Advisors, LLC | 8,556 | $805.6K | 0.07% | +30.0% | Added |
| New Vernon Investment Management LLC | 8,550 | $805.1K | 0.68% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 8,549 | $805.0K | 0.09% | −65−0.8% | Reduced |
| Wedmont Private Capital | 8,480 | $797.8K | 0.06% | +833+10.9% | Added |
| Empower Advisory Group, LLC | 8,462 | $796.8K | 0.00% | +1,520+21.9% | Added |
| Davenport & Co LLC | 8,430 | $793.8K | 0.00% | −87−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 8,401 | $791.0K | 0.07% | +2,078+32.9% | Added |
| Bull Street Advisors, LLC | 8,199 | $772.0K | 0.37% | −30−0.4% | Reduced |
| Perpetual Ltd | 8,185 | $770.7K | 0.01% | −47−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,160 | $768.0K | 0.01% | +1,666+25.7% | Added |
| IHT Wealth Management, LLC | 8,111 | $763.8K | 0.03% | −675−7.7% | Reduced |
| Corsair Capital Management, L.P. | 8,059 | $758.8K | 0.21% | −109−1.3% | Reduced |
| Private Portfolio Partners LLC | 8,050 | $758.0K | 0.16% | −31−0.4% | Reduced |
| Cim Investment Mangement Inc | 8,045 | $757.5K | 0.23% | 00.0% | Unchanged |
| Congress Park Capital LLC | 8,002 | $753.5K | 0.33% | −1,498−15.8% | Reduced |
| Ramirez Asset Management, Inc. | 7,990 | $752.3K | 0.15% | +11+0.1% | Added |
| Financial Management Professionals, Inc. | 7,937 | $747.0K | 0.11% | +599+8.2% | Added |
| Berkshire Bank | 7,926 | $746.3K | 0.19% | +126+1.6% | Added |
| Asset Dedication, LLC | 7,909 | $743.0K | 0.06% | −108−1.3% | Reduced |
| 1832 Asset Management L.P. | 7,890 | $742.9K | 0.00% | +35+0.4% | Added |
| Operose Advisors LLC | 7,888 | $742.8K | 0.25% | +4,100+108.2% | Added |
| Cidel Asset Management Inc | 7,860 | $740.1K | 0.06% | +603+8.3% | Added |
| Waldron Private Wealth LLC | 7,854 | $739.5K | 0.03% | +976+14.2% | Added |