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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,536 | $427.1K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,535 | $427.0K | 0.21% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,494 | $423.2K | 0.02% | −1,020−18.5% | Reduced |
| Wilkinson Global Asset Management LLC | 4,494 | $423.2K | 0.03% | −990−18.1% | Reduced |
| Ledyard National Bank | 4,491 | $422.9K | 0.04% | −250−5.3% | Reduced |
| Millennium Capital Advisors, LLC | 4,488 | $422.6K | 0.30% | −509−10.2% | Reduced |
| Baron Wealth Management LLC | 4,485 | $422.3K | 0.22% | +3+0.1% | Added |
| Smithfield Trust Co | 4,493 | $422.0K | 0.02% | +239+5.6% | Added |
| Meeder Asset Management Inc | 4,470 | $420.9K | 0.03% | +394+9.7% | Added |
| Cornerstone Wealth Management, LLC | 4,467 | $420.6K | 0.03% | +83+1.9% | Added |
| Strategy Asset Managers LLC | 4,453 | $419.3K | 0.09% | +6+0.1% | Added |
| L2 Asset Management, LLC | 4,453 | $419.3K | 0.14% | +337+8.2% | Added |
| Relative Value Partners Group, LLC | 4,801 | $418.8K | 0.03% | +32+0.7% | Added |
| HBK Sorce Advisory LLC | 4,442 | $418.3K | 0.01% | −65−1.4% | Reduced |
| Hudock, Inc. | 4,433 | $417.5K | 0.09% | +208+4.9% | Added |
| Riverwater Partners LLC | 4,430 | $417.1K | 0.31% | −371−7.7% | Reduced |
| Bank of Hawaii | 4,427 | $416.8K | 0.02% | +1,041+30.7% | Added |
| Tiemann Investment Advisors, LLC | 4,426 | $416.8K | 0.19% | −35−0.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,400 | $414.4K | 0.18% | −45−1.0% | Reduced |
| IPG Investment Advisors LLC | 4,375 | $411.9K | 0.09% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,374 | $411.9K | 0.16% | −9−0.2% | Reduced |
| Forte Capital LLC | 4,340 | $408.7K | 0.05% | +450+11.6% | Added |
| Aspiriant, LLC | 4,331 | $407.9K | 0.02% | +56+1.3% | Added |
| Sage Mountain Advisors LLC | 4,316 | $406.4K | 0.04% | +676+18.6% | Added |
| Pinnacle Financial Partners Inc | 4,313 | $406.1K | 0.01% | +952+28.3% | Added |
| Central Bank & Trust Co | 4,307 | $405.5K | 0.06% | −1,808−29.6% | Reduced |
| Edgestream Partners, L.P. | 4,303 | $405.2K | 0.02% | +1,580+58.0% | Added |
| South Dakota Investment Council | 4,300 | $405.0K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,299 | $404.8K | 0.21% | +42+1.0% | Added |
| Titleist Asset Management, LLC | 4,294 | $404.3K | 0.07% | −2,246−34.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,290 | $403.9K | 0.04% | −80−1.8% | Reduced |
| IFP Advisors, Inc | 4,289 | $403.8K | 0.02% | −2,730−38.9% | Reduced |
| American National Bank & Trust Co | 4,269 | $401.9K | 0.09% | +4,269 | New |
| Fortem Financial Group, LLC | 4,228 | $398.1K | 0.17% | +620+17.2% | Added |
| Salzhauer Michael | 4,225 | $397.8K | 0.32% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,199 | $395.4K | 0.09% | +1,020+32.1% | Added |
| X-Square Capital, LLC | 4,315 | $392.0K | 0.19% | +10.0% | Added |
| Silver Coast Investments LLC | 4,157 | $391.4K | 0.16% | −16−0.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,146 | $390.4K | 0.01% | +161+4.0% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $389.2K | 0.25% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,135 | $389.0K | 0.14% | −223−5.1% | Reduced |
| Morse Asset Management, Inc | 4,109 | $387.0K | 0.10% | −90−2.1% | Reduced |
| Shepherd Financial Partners LLC | 4,074 | $383.6K | 0.05% | +4+0.1% | Added |
| Hoylecohen, LLC | 4,070 | $383.2K | 0.03% | +7+0.2% | Added |
| Park National Corp | 4,062 | $382.5K | 0.01% | +444+12.3% | Added |
| Triad Wealth Partners, LLC | 4,047 | $381.1K | 0.29% | +4,047 | New |
| Allen Investment Management LLC | 4,034 | $379.8K | 0.00% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,024 | $378.9K | 0.01% | −30−0.7% | Reduced |
| Bullock Wealth Management Group | 4,041 | $378.0K | 0.25% | +4,041 | New |
| Angeles Wealth Management, LLC | 3,979 | $374.7K | 0.04% | +1,190+42.7% | Added |
| Holderness Investments Co | 3,968 | $373.6K | 0.09% | 00.0% | Unchanged |
| Destination Wealth Management | 3,966 | $373.4K | 0.01% | +87+2.2% | Added |
| Voya Financial Advisors, Inc. | 3,985 | $372.6K | 0.04% | −2,175−35.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,946 | $371.6K | 0.06% | +3,946 | New |
| Neville Rodie & Shaw Inc | 3,926 | $370.0K | 0.03% | −2,750−41.2% | Reduced |
| Essex Savings Bank | 3,950 | $368.3K | 0.11% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,899 | $367.1K | 0.06% | −21,958−84.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,899 | $367.1K | 0.06% | −152−3.8% | Reduced |
| Fort Washington Investment Advisors Inc | 3,898 | $367.0K | 0.00% | −470−10.8% | Reduced |
| Allstate Corp | 3,884 | $365.7K | 0.03% | −286−6.9% | Reduced |
| Kovack Advisors, Inc. | 3,858 | $363.2K | 0.04% | −2,683−41.0% | Reduced |
| Marest Capital, LLC | 3,855 | $362.8K | 0.33% | +3,855 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,829 | $360.5K | 0.05% | −5,111−57.2% | Reduced |
| First County Bank | 3,807 | $358.5K | 0.18% | −553−12.7% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $358.2K | 0.22% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,795 | $357.4K | 0.03% | −177−4.5% | Reduced |
| Tanager Wealth Management LLP | 3,794 | $357.2K | 0.06% | +3,794 | New |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $357.1K | 0.20% | −13,454−78.0% | Reduced |
| Mosaic Financial Group, LLC | 3,792 | $357.0K | 0.29% | +3,792 | New |
| Eqis Capital Management, Inc. | 3,774 | $355.3K | 0.03% | +3,774 | New |
| Johnson Investment Counsel Inc | 3,770 | $355.0K | 0.00% | −338−8.2% | Reduced |
| Overbrook Management Corp | 3,764 | $354.4K | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 3,893 | $353.6K | 0.11% | +2+0.1% | Added |
| Missouri Trust & Investment Co | 3,750 | $353.1K | 0.14% | +375+11.1% | Added |
| Legacy Advisors, LLC | 3,748 | $352.9K | 0.04% | +383+11.4% | Added |
| Altus Wealth Group LLC | 3,742 | $352.4K | 0.18% | −66−1.7% | Reduced |
| Rosenberg Matthew Hamilton | 3,761 | $351.8K | 0.10% | +2+0.1% | Added |
| Nwam LLC | 3,670 | $351.3K | 0.03% | −3−0.1% | Reduced |
| Signet Financial Management, LLC | 3,728 | $351.1K | 0.05% | −57,442−93.9% | Reduced |
| Circle Wealth Management, LLC | 3,723 | $350.5K | 0.01% | +176+5.0% | Added |
| GTS Securities LLC | 3,716 | $349.9K | 0.01% | −33,971−90.1% | Reduced |
| Amplius Wealth Advisors, LLC | 3,716 | $349.9K | 0.04% | −28−0.7% | Reduced |
| Apriem Advisors | 3,711 | $349.4K | 0.04% | +200+5.7% | Added |
| Bryn Mawr Trust Co | 3,709 | $349.2K | 0.01% | +3,709 | New |
| Evergreen Capital Management LLC | 3,695 | $347.9K | 0.01% | +691+23.0% | Added |
| Wealth Alliance | 3,687 | $347.2K | 0.05% | −349−8.6% | Reduced |
| Eudaimonia Partners, LLC | 3,677 | $346.3K | 0.08% | +24+0.7% | Added |
| Farmers National Bank | 3,674 | $345.9K | 0.10% | −163−4.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,658 | $344.4K | 0.12% | +431+13.4% | Added |
| Warren Averett Asset Management, LLC | 3,652 | $343.8K | 0.01% | +3,652 | New |
| Avantax Planning Partners, Inc. | 3,649 | $343.6K | 0.01% | −514−12.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,647 | $343.4K | 0.03% | +3,647 | New |
| Catalina Capital Group, LLC | 3,633 | $342.1K | 0.15% | +3,633 | New |
| Cornerstone Advisory, LLC | 3,631 | $341.9K | 0.05% | +1,235+51.5% | Added |
| World Equity Group, Inc. | 3,637 | $341.8K | 0.07% | +3,637 | New |
| Davidson Investment Advisors | 3,623 | $341.1K | 0.02% | +75+2.1% | Added |
| First Financial Bank - Trust Division | 3,620 | $340.9K | 0.03% | −44−1.2% | Reduced |
| MCF Advisors LLC | 3,617 | $340.6K | 0.03% | −160−4.2% | Reduced |
| DGS Capital Management, LLC | 3,607 | $339.7K | 0.10% | +1,252+53.2% | Added |
| Wellington Shields Capital Management, LLC | 3,607 | $339.6K | 0.06% | 00.0% | Unchanged |