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
- 1,798
- +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
- 681 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 |
|---|---|---|---|---|---|
| Argent Capital Management LLC | 0 | $0 | 0.00% | −236,145−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −152,124−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −137,935−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −131,073−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −119,189−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −110,315−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −110,067−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −106,400−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −103,360−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −102,023−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −96,352−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −77,064−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −65,857−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −61,056−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −53,334−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −40,835−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −32,693−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −28,710−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0 | $0 | 0.00% | −22,943−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −17,242−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −15,133−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,241−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,831−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −7,692−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,537−100.0% | Sold out |
| AFS Financial Group, LLC | 0 | $0 | 0.00% | −6,817−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −6,259−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Visionary Horizons, LLC | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,646−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −2,817−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Precedent Wealth Partners, LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Kennedy Investment Group | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Global Strategic Investment Solutions, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Cooksen Wealth, LLC | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Disciplined Equity Management, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |