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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 7,800 | $734.4K | 0.13% | +18+0.2% | Added |
| AE Wealth Management LLC | 7,758 | $730.5K | 0.01% | −75,417−90.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,757 | $730.4K | 0.19% | +48+0.6% | Added |
| North Star Investment Management Corp. | 7,708 | $725.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Beacon Financial Group | 7,640 | $719.4K | 0.08% | −910−10.6% | Reduced |
| Hilltop Holdings Inc. | 7,609 | $716.4K | 0.08% | +248+3.4% | Added |
| CNB Bank | 7,597 | $715.3K | 0.35% | +3,547+87.6% | Added |
| Portside Wealth Group, LLC | 7,568 | $712.6K | 0.13% | −105−1.4% | Reduced |
| First Dallas Securities Inc. | 7,562 | $712.0K | 0.33% | +1,312+21.0% | Added |
| Herold Advisors, Inc. | 7,524 | $708.5K | 0.17% | +291+4.0% | Added |
| Miracle Mile Advisors, LLC | 7,504 | $706.6K | 0.02% | +726+10.7% | Added |
| 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 |
| Independent Investors Inc | 7,483 | $704.6K | 0.17% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 7,441 | $700.6K | 0.52% | −3,290−30.7% | Reduced |
| Mechanics Financial Corp | 7,426 | $699.2K | 0.36% | +225+3.1% | Added |
| CFM Wealth Partners LLC | 7,420 | $698.7K | 0.14% | +644+9.5% | Added |
| Sunbelt Securities, Inc. | 7,411 | $697.9K | 0.08% | +159+2.2% | Added |
| Mission Wealth Management, LP | 7,385 | $695.4K | 0.02% | +364+5.2% | Added |
| GeoWealth Management, LLC | 7,362 | $693.2K | 0.03% | +4,786+185.8% | Added |
| Sentry Investment Management LLC | 7,291 | $687.0K | 0.27% | 00.0% | Unchanged |
| West Oak Capital, LLC | 8,347 | $685.0K | 0.29% | +1,350+19.3% | Added |
| Transamerica Financial Advisors, Inc. | 7,224 | $681.0K | 0.07% | −129−1.8% | Reduced |
| Robotti Robert | 7,215 | $679.4K | 0.09% | 00.0% | Unchanged |
| Hyman Charles D | 7,188 | $677.0K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,145 | $672.8K | 0.36% | −1,513−17.5% | Reduced |
| Hills Bank & Trust Co | 7,137 | $672.0K | 0.06% | −131−1.8% | Reduced |
| Regal Investment Advisors LLC | 7,112 | $669.7K | 0.05% | +3,104+77.4% | Added |
| Meridian Investment Counsel Inc. | 7,110 | $669.5K | 0.22% | −175−2.4% | Reduced |
| TriaGen Wealth Management LLC | 7,105 | $669.0K | 0.28% | 00.0% | Unchanged |
| Clifford Group, LLC | 7,101 | $668.6K | 0.55% | +510+7.7% | Added |
| Rothschild Investment LLC | 7,096 | $668.2K | 0.05% | +563+8.6% | Added |
| Charles Schwab Trust Co | 7,086 | $667.2K | 0.06% | −470−6.2% | Reduced |
| Private Trust Co NA | 7,059 | $664.7K | 0.07% | +419+6.3% | Added |
| NBT Bank N A | 7,033 | $662.2K | 0.05% | −60−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 7,019 | $660.9K | 0.14% | −378−5.1% | Reduced |
| Claro Advisors LLC | 7,000 | $659.1K | 0.11% | +286+4.3% | Added |
| LexAurum Advisors, LLC | 6,998 | $658.9K | 0.17% | −8−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,997 | $658.8K | 0.01% | +1,158+19.8% | Added |
| Financial Engines Advisors L.L.C. | 6,994 | $658.5K | 0.00% | +6,994 | New |
| Robertson Stephens Wealth Management, LLC | 6,951 | $654.5K | 0.04% | +2,666+62.2% | Added |
| Quilter Plc | 6,940 | $653.5K | 0.02% | −115−1.6% | Reduced |
| IFG Advisors, LLC | 6,932 | $652.7K | 0.17% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,918 | $651.4K | 0.28% | +204+3.0% | Added |
| Csenge Advisory Group | 6,904 | $650.1K | 0.04% | −2,759−28.6% | Reduced |
| Hancock Whitney Corp | 6,902 | $649.9K | 0.02% | −4,151−37.6% | Reduced |
| Atomi Financial Group, Inc. | 6,895 | $649.3K | 0.06% | +1,142+19.9% | Added |
| Inscription Capital, LLC | 6,878 | $647.6K | 0.11% | +6,878 | New |
| David Loasby | 6,877 | $647.0K | 0.07% | −1,387−16.8% | Reduced |
| Strategic Blueprint, LLC | 6,841 | $644.1K | 0.05% | −75−1.1% | Reduced |
| Brookstone Capital Management | 6,745 | $635.1K | 0.01% | −566−7.7% | Reduced |
| Affinity Investment Advisors, LLC | 6,741 | $634.7K | 0.46% | −40−0.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 6,725 | $633.2K | 0.11% | +6,725 | New |
| Canton Hathaway, LLC | 6,725 | $633.0K | 0.17% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 6,693 | $630.2K | 0.17% | +313+4.9% | Added |
| Los Angeles Capital Management LLC | 6,652 | $626.4K | 0.00% | −42,133−86.4% | Reduced |
| Harbor Advisors LLC | 6,608 | $622.2K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,567 | $618.3K | 0.03% | −2,205−25.1% | Reduced |
| Visionary Wealth Advisors | 6,560 | $617.7K | 0.04% | −397−5.7% | Reduced |
| Corton Capital Inc. | 6,548 | $616.6K | 0.23% | −650−9.0% | Reduced |
| Empire Financial Management Company, LLC | 6,538 | $615.6K | 0.20% | −306−4.5% | Reduced |
| First Foundation Advisors | 6,521 | $614.0K | 0.02% | −181−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 6,513 | $613.3K | 0.10% | −391−5.7% | Reduced |
| Arbor Investment Advisors, LLC | 6,503 | $612.4K | 0.09% | +14+0.2% | Added |
| Signature Estate & Investment Advisors LLC | 6,451 | $607.4K | 0.02% | −6,119−48.7% | Reduced |
| Bank of Stockton | 6,438 | $606.2K | 0.19% | +1,435+28.7% | Added |
| Prio Wealth Limited Partnership | 6,432 | $605.6K | 0.02% | −676−9.5% | Reduced |
| Somerville Kurt F | 6,430 | $605.4K | 0.10% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,429 | $605.4K | 0.47% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 6,420 | $604.5K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,393 | $602.0K | 0.05% | +641+11.1% | Added |
| Ronald Blue Trust, Inc. | 6,393 | $601.9K | 0.01% | −736−10.3% | Reduced |
| Anchor Investment Management, LLC | 6,327 | $595.8K | 0.06% | −226−3.4% | Reduced |
| Grove Bank & Trust | 6,321 | $595.2K | 0.10% | −21−0.3% | Reduced |
| Beta Wealth Group, Inc. | 6,314 | $594.6K | 0.29% | −396−5.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,326 | $593.1K | 0.03% | +6,326 | New |
| Cubic Asset Management, LLC | 6,296 | $592.8K | 0.14% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,267 | $590.1K | 0.01% | +10+0.2% | Added |
| Icon Wealth Advisors, LLC | 6,248 | $588.3K | 0.05% | +31+0.5% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $587.8K | 0.35% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 6,227 | $586.4K | 0.12% | +3,432+122.8% | Added |
| Great Valley Advisor Group, Inc. | 6,220 | $585.6K | 0.02% | −2,236−26.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,205 | $584.3K | 0.44% | −204−3.2% | Reduced |
| CX Institutional | 6,191 | $583.0K | 0.03% | +71+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,150 | $579.1K | 0.09% | −169−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,143 | $578.5K | 0.13% | +264+4.5% | Added |
| Pictet & Cie (Europe) SA | 6,141 | $578.2K | 0.02% | +161+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 6,119 | $576.2K | 0.06% | +1,028+20.2% | Added |
| US Asset Management LLC | 6,115 | $576.0K | 0.52% | −61−1.0% | Reduced |
| HM Payson & Co | 6,101 | $574.5K | 0.01% | −421−6.5% | Reduced |
| MQS Management LLC | 6,087 | $573.2K | 0.33% | +6,087 | New |
| Orca Investment Management, LLC | 6,066 | $571.2K | 0.53% | −856−12.4% | Reduced |
| Ibex Wealth Advisors | 6,707 | $570.0K | 0.15% | +6,707 | New |
| Essex Financial Services, Inc. | 6,052 | $569.8K | 0.05% | −134−2.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 6,002 | $565.1K | 0.23% | +7+0.1% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $565.0K | 0.10% | 00.0% | Unchanged |
| Worm Capital, LLC | 5,986 | $563.6K | 0.77% | −299−4.8% | Reduced |
| Benjamin Edwards Inc | 5,965 | $562.0K | 0.11% | −59−1.0% | Reduced |