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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 2,783 | $262.0K | 0.01% | −636−18.6% | Reduced |
| Tributary Capital Management, LLC | 2,780 | $261.8K | 0.02% | −100−3.5% | Reduced |
| Fortis Group Advisors, LLC | 2,779 | $261.7K | 0.05% | −15−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,774 | $261.2K | 0.05% | +998+56.2% | Added |
| Richwood Investment Advisors, LLC | 2,762 | $260.1K | 0.23% | −401−12.7% | Reduced |
| McLean Asset Management Corp | 2,765 | $260.1K | 0.09% | −24−0.9% | Reduced |
| Oracle Alpha Inc. | 2,760 | $259.9K | 0.47% | −388−12.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,760 | $259.9K | 0.01% | −78−2.7% | Reduced |
| Tritonpoint Wealth, LLC | 2,775 | $259.7K | 0.03% | −86−3.0% | Reduced |
| Accredited Investors Inc. | 2,755 | $259.4K | 0.02% | −640−18.9% | Reduced |
| Lion Street Advisors, LLC | 2,780 | $259.2K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,773 | $259.2K | 0.01% | −262−8.6% | Reduced |
| Legacy Edge Advisors, LLC | 2,751 | $259.0K | 0.05% | +144+5.5% | Added |
| Enterprise Financial Services Corp | 2,747 | $258.7K | 0.16% | −80−2.8% | Reduced |
| Strait & Sound Wealth Management LLC | 2,977 | $258.5K | 0.14% | −67−2.2% | Reduced |
| Clear Harbor Asset Management, LLC | 2,745 | $258.5K | 0.02% | +32+1.2% | Added |
| Jackson Square Capital, LLC | 2,741 | $258.1K | 0.07% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 2,738 | $257.8K | 0.05% | +106+4.0% | Added |
| Pathway Financial Advisors LLC | 2,738 | $257.8K | 0.07% | +10.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,734 | $257.4K | 0.00% | +2,734 | New |
| InTrack Investment Management Inc | 2,733 | $257.3K | 0.19% | +2,733 | New |
| Vantage Consulting Group Inc | 2,728 | $256.9K | 0.16% | −116−4.1% | Reduced |
| Paulson Wealth Management Inc. | 2,727 | $256.8K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,726 | $256.7K | 0.03% | +2,726 | New |
| Scientech Research LLC | 2,720 | $256.1K | 0.14% | +2,720 | New |
| Broadleaf Partners, LLC | 2,719 | $256.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,703 | $254.6K | 0.01% | +341+14.4% | Added |
| Tactive Advisors, LLC | 2,700 | $254.2K | 0.14% | +2,700 | New |
| Freestone Capital Holdings, LLC | 2,691 | $253.4K | 0.01% | −1,584−37.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,682 | $252.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,672 | $251.6K | 0.14% | +654+32.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,662 | $250.5K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,647 | $249.2K | 0.05% | +302+12.9% | Added |
| Everhart Financial Group, Inc. | 2,645 | $249.1K | 0.07% | +2,645 | New |
| Summit Global Investments | 2,644 | $249.0K | 0.02% | −73−2.7% | Reduced |
| Advisory Alpha, LLC | 2,644 | $249.0K | 0.01% | +117+4.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,642 | $248.8K | 0.09% | +15+0.6% | Added |
| Davy Global Fund Management Ltd | 2,637 | $248.3K | 0.03% | +2,637 | New |
| Brandywine Oak Private Wealth LLC | 2,628 | $247.5K | 0.03% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 2,627 | $247.4K | 0.13% | +84+3.3% | Added |
| Willow Creek Wealth Management Inc. | 2,622 | $246.9K | 0.03% | +12+0.5% | Added |
| Sandy Spring Bank | 2,615 | $246.2K | 0.01% | +294+12.7% | Added |
| Segment Wealth Management, LLC | 2,615 | $246.2K | 0.02% | +374+16.7% | Added |
| Prairie Wealth Advisors, Inc. | 2,615 | $246.2K | 0.12% | +2,615 | New |
| Wrapmanager Inc | 2,613 | $246.0K | 0.07% | −185−6.6% | Reduced |
| CVA Family Office, LLC | 2,609 | $245.7K | 0.04% | +32+1.2% | Added |
| Highlander Capital Management, LLC | 2,600 | $244.8K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 2,592 | $244.0K | 0.06% | +4+0.2% | Added |
| AA Financial Advisors, LLC | 2,579 | $242.8K | 0.10% | +312+13.8% | Added |
| Seven Mile Advisory | 2,573 | $242.3K | 0.18% | +286+12.5% | Added |
| Jackson Wealth Management, LLC | 2,568 | $242.0K | 0.03% | −27,852−91.6% | Reduced |
| iA Global Asset Management Inc. | 2,570 | $242.0K | 0.00% | +80+3.2% | Added |
| West Family Investments, Inc. | 2,566 | $241.6K | 0.07% | +2,566 | New |
| Howard Financial Services, Ltd. | 2,545 | $239.6K | 0.04% | +84+3.4% | Added |
| Sepio Capital, LP | 2,544 | $239.5K | 0.02% | −510−16.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,534 | $238.6K | 0.06% | −2,395−48.6% | Reduced |
| NBW Capital LLC | 2,533 | $238.5K | 0.05% | −35−1.4% | Reduced |
| Planned Solutions, Inc. | 2,530 | $238.2K | 0.12% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $238.0K | 0.20% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,523 | $237.6K | 0.12% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,521 | $237.4K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 2,521 | $237.4K | 0.06% | −100−3.8% | Reduced |
| Larson Financial Group LLC | 2,505 | $235.9K | 0.02% | +954+61.5% | Added |
| Integrated Investment Consultants, LLC | 2,500 | $235.4K | 0.06% | −68−2.6% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $235.4K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 2,496 | $235.2K | 0.49% | +2,496 | New |
| Thrive Wealth Management, LLC | 2,497 | $235.1K | 0.05% | +74+3.1% | Added |
| Mayfair Advisory Group, LLC | 2,493 | $234.7K | 0.17% | +63+2.6% | Added |
| Aft, Forsyth & Company, Inc. | 2,485 | $234.0K | 0.13% | 00.0% | Unchanged |
| Sachetta, LLC | 2,505 | $233.6K | 0.11% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,458 | $231.4K | 0.00% | −676−21.6% | Reduced |
| Kaizen Financial Strategies | 2,456 | $231.3K | 0.16% | +18+0.7% | Added |
| Financial Security Advisor, Inc. | 2,450 | $230.7K | 0.08% | +43+1.8% | Added |
| Girard Partners Ltd. | 2,445 | $230.3K | 0.02% | −243−9.0% | Reduced |
| N.E.W. Advisory Services LLC | 2,443 | $230.0K | 0.03% | −37−1.5% | Reduced |
| Phillips Wealth Planners LLC | 2,570 | $229.1K | 0.26% | +28+1.1% | Added |
| Pallas Capital Advisors LLC | 2,426 | $228.5K | 0.01% | +2,426 | New |
| Hall Capital Management Co Inc | 2,426 | $228.4K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,424 | $228.2K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $228.2K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,410 | $227.2K | 0.15% | −112−4.4% | Reduced |
| Bangor Savings Bank | 2,409 | $226.8K | 0.02% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,396 | $225.6K | 0.18% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,391 | $225.1K | 0.03% | −208−8.0% | Reduced |
| River Wealth Advisors LLC | 2,388 | $224.8K | 0.03% | −78−3.2% | Reduced |
| IVC Wealth Advisors LLC | 2,386 | $224.7K | 0.13% | +14+0.6% | Added |
| Focus Financial Network, Inc. | 2,483 | $224.2K | 0.01% | +2,483 | New |
| Ellsworth Advisors, LLC | 2,597 | $223.9K | 0.06% | −53−2.0% | Reduced |
| American Trust | 2,373 | $223.4K | 0.02% | −528−18.2% | Reduced |
| Wealthcare Advisory Partners LLC | 2,371 | $223.3K | 0.01% | +2,371 | New |
| Horizon Wealth Management, LLC | 2,371 | $223.3K | 0.06% | +84+3.7% | Added |
| Shell Asset Management Co | 2,297 | $223.0K | 0.01% | −1,568−40.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,362 | $222.4K | 0.01% | −84−3.4% | Reduced |
| Alta Wealth Advisors LLC | 2,360 | $222.2K | 0.11% | +2,360 | New |
| Plancorp, LLC | 2,350 | $221.3K | 0.01% | +103+4.6% | Added |
| KKM Financial LLC | 2,345 | $220.8K | 0.11% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,340 | $220.3K | 0.09% | −340−12.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $219.2K | 0.06% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,326 | $219.0K | 0.03% | +174+8.1% | Added |
| Formidable Asset Management, LLC | 2,313 | $217.8K | 0.04% | +84+3.8% | Added |