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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 3,596 | $339.0K | 0.11% | −54−1.5% | Reduced |
| Alta Advisers Ltd | 3,600 | $339.0K | 0.17% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,579 | $337.0K | 0.04% | −353−9.0% | Reduced |
| Quantum Financial Advisors, LLC | 3,567 | $335.9K | 0.06% | −3−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,559 | $335.1K | 0.01% | −713−16.7% | Reduced |
| Cohen & Steers, Inc. | 3,553 | $335.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,549 | $334.2K | 0.03% | −1,416−28.5% | Reduced |
| Aprio Wealth Management, LLC | 3,536 | $332.9K | 0.07% | +446+14.4% | Added |
| Journey Advisory Group, LLC | 3,520 | $331.4K | 0.04% | +182+5.5% | Added |
| Goldstone Financial Group, LLC | 3,496 | $329.2K | 0.08% | +196+5.9% | Added |
| AlphaStar Capital Management, LLC | 3,484 | $328.1K | 0.03% | +3,484 | New |
| Truvestments Capital LLC | 3,471 | $326.8K | 0.13% | +2,914+523.2% | Added |
| Samalin Investment Counsel, LLC | 3,443 | $324.2K | 0.15% | −738−17.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,437 | $323.6K | 0.01% | +3,437 | New |
| Alerus Financial NA | 3,419 | $321.9K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,443 | $321.9K | 0.01% | −1,519−30.6% | Reduced |
| BNP Paribas | 3,415 | $321.6K | 0.02% | +3,415 | New |
| Sentinus, LLC | 3,409 | $321.0K | 0.11% | +3,409 | New |
| Raab & Moskowitz Asset Management LLC | 3,395 | $319.7K | 0.09% | +72+2.2% | Added |
| Buckingham Strategic Partners | 3,394 | $319.6K | 0.01% | +982+40.7% | Added |
| American National Bank | 3,388 | $319.0K | 0.04% | −83−2.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,386 | $318.8K | 0.05% | +4+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $318.4K | 0.20% | −141−4.0% | Reduced |
| Duncker Streett & Co Inc | 3,371 | $317.4K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,360 | $316.4K | 0.02% | +1,166+53.1% | Added |
| City State Bank | 3,342 | $315.0K | 0.14% | −200−5.6% | Reduced |
| Fiduciary Family Office, LLC | 3,341 | $314.6K | 0.12% | +972+41.0% | Added |
| Opinicus Capital, Inc. | 3,320 | $312.7K | 0.28% | +638+23.8% | Added |
| BLB&B Advisors, LLC | 3,317 | $312.3K | 0.02% | −246−6.9% | Reduced |
| Investment Partners Asset Management, Inc. | 3,313 | $312.0K | 0.28% | +3,313 | New |
| Jacobi Capital Management LLC | 3,298 | $310.6K | 0.03% | +775+30.7% | Added |
| Whittier Trust Co of Nevada Inc | 3,293 | $310.0K | 0.01% | +1,391+73.1% | Added |
| Apexium Financial, LP | 3,250 | $306.0K | 0.02% | −832−20.4% | Reduced |
| Crawford Investment Counsel Inc | 3,242 | $305.3K | 0.01% | −95−2.8% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $305.0K | 0.28% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,237 | $304.8K | 0.04% | −53−1.6% | Reduced |
| Watts Gwilliam & Co., LLC | 3,055 | $303.6K | 0.09% | +3,055 | New |
| Fiducient Advisors LLC | 3,222 | $303.4K | 0.06% | −99−3.0% | Reduced |
| Onefund, LLC | 3,224 | $301.5K | 0.36% | −117−3.5% | Reduced |
| Eastern Bank | 3,196 | $300.9K | 0.01% | −756−19.1% | Reduced |
| Navis Wealth Advisors, LLC | 3,164 | $297.9K | 0.36% | +143+4.7% | Added |
| First Affirmative Financial Network | 3,161 | $297.6K | 0.22% | −160−4.8% | Reduced |
| Trilogy Capital Inc. | 3,157 | $297.3K | 0.02% | +50+1.6% | Added |
| Advus Financial Partners, LLC | 3,143 | $296.0K | 0.09% | −121−3.7% | Reduced |
| Manchester Capital Management LLC | 3,135 | $295.2K | 0.04% | +202+6.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,131 | $294.8K | 0.07% | +117+3.9% | Added |
| Continuum Advisory, LLC | 2,997 | $294.0K | 0.04% | −1,534−33.9% | Reduced |
| SOL Capital Management CO | 3,120 | $294.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,119 | $293.7K | 0.05% | +749+31.6% | Added |
| First Interstate Bank | 3,090 | $291.0K | 0.02% | −10−0.3% | Reduced |
| St Germain D J Co Inc | 3,089 | $290.9K | 0.01% | +462+17.6% | Added |
| Wallace Advisory Group, LLC | 3,118 | $290.8K | 0.22% | +179+6.1% | Added |
| Trueblood Wealth Management, LLC | 3,080 | $290.0K | 0.17% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,079 | $289.9K | 0.29% | +3,079 | New |
| Cedar Brook Financial Partners, LLC | 3,075 | $289.5K | 0.06% | −412−11.8% | Reduced |
| HBW Advisory Services LLC | 3,104 | $289.0K | 0.05% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,058 | $287.9K | 0.08% | +47+1.6% | Added |
| Bedel Financial Consulting, Inc. | 3,053 | $287.5K | 0.05% | −322−9.5% | Reduced |
| Lokken Investment Group LLC | 3,053 | $287.5K | 0.14% | −58−1.9% | Reduced |
| Adviser Investments LLC | 3,053 | $287.5K | 0.00% | −370−10.8% | Reduced |
| Optimum Investment Advisors | 3,050 | $287.2K | 0.13% | +1,750+134.6% | Added |
| Jones Financial Companies LLLP | 3,049 | $287.1K | 0.00% | +898+41.7% | Added |
| Delta Financial Group, Inc. | 3,049 | $287.0K | 0.08% | −200−6.2% | Reduced |
| Stiles Financial Services Inc | 3,046 | $286.9K | 0.11% | +28+0.9% | Added |
| Associated Banc-Corp | 3,037 | $286.0K | 0.01% | +65+2.2% | Added |
| Waddell & Associates, LLC | 3,035 | $285.8K | 0.04% | +14+0.5% | Added |
| Zhang Financial LLC | 3,030 | $285.3K | 0.02% | +5+0.2% | Added |
| O'Rourke & Company, Inc | 3,027 | $285.0K | 0.17% | +14+0.5% | Added |
| Cutler Group LP | 3,029 | $285.0K | 0.14% | +3,029 | New |
| Wimmer Associates 1, LLC | 3,023 | $284.6K | 0.15% | −75−2.4% | Reduced |
| Objective Capital Management, LLC | 3,013 | $283.7K | 0.19% | +35+1.2% | Added |
| Five Oceans Advisors | 3,013 | $283.7K | 0.15% | −9−0.3% | Reduced |
| Independence Bank of Kentucky | 3,004 | $282.9K | 0.08% | +590+24.4% | Added |
| Spirit of America Management Corp | 3,000 | $282.5K | 0.06% | 00.0% | Unchanged |
| Emfo, LLC | 3,000 | $282.5K | 0.26% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 3,000 | $282.4K | 0.15% | +19+0.6% | Added |
| Keel Point, LLC | 2,987 | $281.3K | 0.03% | +642+27.4% | Added |
| Park Edge Advisors, LLC | 2,968 | $279.5K | 0.08% | +22+0.7% | Added |
| Viawealth, LLC | 2,968 | $279.4K | 0.17% | −402−11.9% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $279.2K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 2,961 | $278.8K | 0.02% | +601+25.5% | Added |
| AlphaCore Capital LLC | 2,946 | $277.4K | 0.07% | −983−25.0% | Reduced |
| Walleye Trading LLC | 2,942 | $277.0K | 0.00% | +2,942 | New |
| Morningstar Investment Services LLC | 2,961 | $277.0K | 0.00% | −200−6.3% | Reduced |
| Fulcrum Capital LLC | 2,921 | $275.0K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,908 | $273.8K | 0.18% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,895 | $273.0K | 0.04% | −4,169−59.0% | Reduced |
| Valmark Advisers, Inc. | 2,881 | $271.3K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,878 | $271.0K | 0.02% | −178−5.8% | Reduced |
| Omnia Family Wealth, LLC | 2,875 | $270.7K | 0.13% | −19−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,868 | $270.0K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,860 | $269.3K | 0.01% | +407+16.6% | Added |
| Bridgewater Associates, LP | 2,846 | $268.0K | 0.00% | −1,637−36.5% | Reduced |
| True North Advisors, LLC | 2,844 | $267.8K | 0.07% | +117+4.3% | Added |
| Grandfield & Dodd, LLC | 2,835 | $266.9K | 0.02% | −550−16.2% | Reduced |
| Kingfisher Capital LLC | 2,826 | $266.0K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,822 | $265.7K | 0.10% | +14+0.5% | Added |
| L.M. Kohn & Company | 2,820 | $265.5K | 0.07% | +39+1.4% | Added |
| Phoenix Holdings Ltd. | 2,817 | $264.5K | 0.00% | +2,817 | New |
| Auxano Advisors, LLC | 2,788 | $262.5K | 0.08% | +2,788 | New |