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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 2,504 | $217.5K | 0.04% | +11+0.4% | Added |
| Primoris Wealth Advisors, LLC | 2,305 | $217.0K | 0.17% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 2,303 | $216.8K | 0.01% | +17+0.7% | Added |
| Bouchey Financial Group Ltd | 2,294 | $216.0K | 0.02% | +2,294 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,293 | $215.9K | 0.06% | +2,293 | New |
| Pegasus Partners Ltd. | 2,288 | $215.4K | 0.02% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,288 | $215.4K | 0.10% | +39+1.7% | Added |
| Gibbs Wealth Management | 2,283 | $215.0K | 0.12% | +2,283 | New |
| Beaumont Financial Advisors, LLC | 2,272 | $213.9K | 0.02% | −252−10.0% | Reduced |
| Sivia Capital Partners, LLC | 2,269 | $213.7K | 0.15% | −30−1.3% | Reduced |
| Maltin Wealth Management, Inc. | 2,262 | $213.0K | 0.12% | −5,163−69.5% | Reduced |
| Morris Retirement Advisors, LLC | 2,261 | $212.9K | 0.13% | +2,261 | New |
| Prestige Wealth Management Group LLC | 2,243 | $211.2K | 0.05% | −3,887−63.4% | Reduced |
| United Bank | 2,242 | $211.1K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,240 | $210.9K | 0.19% | −26−1.1% | Reduced |
| Montz Harcus Wealth Management LLC | 2,232 | $210.2K | 0.14% | +2,232 | New |
| Valley National Advisers Inc | 2,235 | $210.0K | 0.03% | −256−10.3% | Reduced |
| Firestone Capital Management | 2,230 | $210.0K | 0.06% | +10.0% | Added |
| Bruce G. Allen Investments, LLC | 2,222 | $209.2K | 0.17% | −21−0.9% | Reduced |
| AXS Investments LLC | 2,211 | $208.2K | 0.05% | +143+6.9% | Added |
| Andra AP-fonden | 2,211 | $208.2K | 0.00% | +2,211 | New |
| Monterey Private Wealth, Inc. | 2,207 | $207.8K | 0.08% | +12+0.5% | Added |
| Klingman & Associates, LLC | 2,206 | $207.7K | 0.01% | +2,206 | New |
| Glen Eagle Advisors, LLC | 2,206 | $207.7K | 0.04% | −150−6.4% | Reduced |
| Coastal Investment Advisors, Inc. | 2,204 | $207.5K | 0.04% | +2,204 | New |
| BKM Wealth Management, LLC | 2,204 | $207.5K | 0.09% | +127+6.1% | Added |
| Deseret Mutual Benefit Administrators | 2,202 | $207.3K | 0.10% | +175+8.6% | Added |
| Groesbeck Investment Management Corp | 2,200 | $207.0K | 0.22% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,194 | $206.6K | 0.08% | +2,194 | New |
| 180 Wealth Advisors, LLC | 2,191 | $206.3K | 0.04% | +2,191 | New |
| Equitable Trust Co | 2,191 | $206.3K | 0.01% | +2,191 | New |
| Prepared Retirement Institute LLC | 2,190 | $206.2K | 0.15% | 00.0% | Unchanged |
| Welch Group, LLC | 2,179 | $205.2K | 0.01% | −340−13.5% | Reduced |
| Clear Creek Financial Management, LLC | 2,176 | $204.9K | 0.03% | +2,176 | New |
| Coastwise Capital Group, LLC | 2,174 | $204.7K | 0.19% | −189−8.0% | Reduced |
| Lifestyle Asset Management, Inc. | 2,172 | $204.5K | 0.12% | −237−9.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,171 | $204.4K | 0.01% | −100−4.4% | Reduced |
| FCG Investment Co | 2,163 | $203.7K | 0.16% | +2,163 | New |
| Baron Silver Stevens Financial Advisors, LLC | 2,159 | $203.3K | 0.04% | +2,159 | New |
| WSFS Capital Management, LLC | 2,148 | $202.2K | 0.01% | +2,148 | New |
| SignalPoint Asset Management, LLC | 2,147 | $202.2K | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,124 | $200.0K | 0.17% | +2,124 | New |
| Motco | 2,112 | $198.9K | 0.01% | −7−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 2,106 | $198.3K | 0.07% | +10.0% | Added |
| Macroview Investment Management LLC | 2,082 | $196.0K | 0.22% | +12+0.6% | Added |
| Capital Advisors, Ltd. LLC | 2,062 | $194.0K | 0.03% | +173+9.2% | Added |
| Perennial Investment Advisors, LLC | 2,056 | $193.6K | 0.03% | +2,056 | New |
| GHP Investment Advisors, Inc. | 2,001 | $188.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,001 | $188.4K | 0.07% | +16+0.8% | Added |
| Atlas Capital Advisors LLC | 1,916 | $180.4K | 0.03% | +100+5.5% | Added |
| M&R Capital Management Inc | 1,887 | $177.6K | 0.04% | −133−6.6% | Reduced |
| Brown Shipley& Co Ltd | 1,877 | $175.5K | 0.06% | +3+0.2% | Added |
| Gold Investment Management Ltd. | 1,856 | $174.8K | 0.07% | +13+0.7% | Added |
| Ofi Invest Asset Management | 2,001 | $174.5K | 0.00% | −304,019−99.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,811 | $170.5K | 0.04% | −296−14.0% | Reduced |
| Royal Fund Management, LLC | 1,760 | $165.7K | 0.02% | −206−10.5% | Reduced |
| Rise Advisors, LLC | 1,760 | $165.7K | 0.09% | +693+64.9% | Added |
| Godsey & Gibb Associates | 1,686 | $158.8K | 0.02% | −14−0.8% | Reduced |
| Game Plan Financial Advisors, LLC | 1,600 | $150.7K | 0.08% | 00.0% | Unchanged |
| Capula Management Ltd | 1,595 | $150.2K | 0.01% | +1,595 | New |
| Thompson Investment Management, Inc. | 1,564 | $147.2K | 0.02% | +2+0.1% | Added |
| Park Place Capital Corp | 1,557 | $146.6K | 0.05% | −84−5.1% | Reduced |
| Laffer Tengler Investments | 1,544 | $145.4K | 0.04% | +699+82.7% | Added |
| Piscataqua Savings Bank | 1,538 | $144.8K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,455 | $137.0K | 0.01% | −44−2.9% | Reduced |
| Gleason Group, Inc. | 1,448 | $136.3K | 0.03% | +15+1.0% | Added |
| Riverview Trust Co | 1,422 | $133.9K | 0.10% | +1,422 | New |
| Washington Trust Advisors, Inc. | 1,414 | $133.1K | 0.01% | +37+2.7% | Added |
| Covestor Ltd | 1,409 | $133.0K | 0.08% | +739+110.3% | Added |
| Roble, Belko & Company, Inc | 1,405 | $132.0K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,370 | $129.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $127.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,342 | $126.4K | 0.02% | −19−1.4% | Reduced |
| Indiana Trust & Investment Management CO | 1,341 | $126.3K | 0.05% | +121+9.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,335 | $124.0K | 0.07% | −217−14.0% | Reduced |
| Credential Qtrade Securities Inc. | 1,316 | $123.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,296 | $122.0K | 0.11% | +1,296 | New |
| West Paces Advisors Inc. | 1,283 | $120.8K | 0.03% | +118+10.1% | Added |
| VisionPoint Advisory Group, LLC | 1,269 | $119.5K | 0.04% | +503+65.7% | Added |
| Armstrong Advisory Group, Inc | 1,255 | $117.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,248 | $117.0K | 0.00% | −3,308−72.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,230 | $115.8K | 0.01% | +90+7.9% | Added |
| Resources Management Corp | 1,215 | $114.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $111.5K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,179 | $111.0K | 0.06% | +202+20.7% | Added |
| Paladin Advisory Group, LLC | 1,156 | $108.1K | 0.09% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,135 | $106.9K | 0.06% | +1,135 | New |
| General Partner, Inc. | 1,107 | $104.2K | 0.07% | +990+846.2% | Added |
| Creekmur Asset Management LLC | 1,066 | $100.4K | 0.03% | +224+26.6% | Added |
| Sound Income Strategies, LLC | 1,047 | $98.6K | 0.01% | +78+8.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,044 | $98.3K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,039 | $97.9K | 0.02% | −5−0.5% | Reduced |
| MV Capital Management, Inc. | 1,038 | $97.7K | 0.01% | −166−13.8% | Reduced |
| Centennial Bank | 1,031 | $97.1K | 0.05% | −85−7.6% | Reduced |
| Hanson & Doremus Investment Management | 1,025 | $97.0K | 0.02% | −161−13.6% | Reduced |
| PSI Advisors, LLC | 1,018 | $95.9K | 0.03% | −1,500−59.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,013 | $95.4K | 0.02% | +2+0.2% | Added |
| Monetary Management Group Inc | 1,000 | $94.2K | 0.03% | −500−33.3% | Reduced |
| Citizens National Bank Trust Department | 1,000 | $94.2K | 0.02% | 00.0% | Unchanged |