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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 81,909 | $7.71M | 0.77% | −255−0.3% | Reduced |
| Advocate Group LLC | 81,713 | $7.69M | 1.53% | +8,311+11.3% | Added |
| McGuire Investment Group, LLC | 81,660 | $7.69M | 1.12% | +1,304+1.6% | Added |
| AlTi Global, Inc. | 81,529 | $7.68M | 0.21% | −28,735−26.1% | Reduced |
| Hartford Investment Management Co | 80,994 | $7.63M | 0.27% | −4,233−5.0% | Reduced |
| Principal Street Partners, LLC | 79,140 | $7.53M | 1.42% | +17,703+28.8% | Added |
| Two Sigma Advisers, LP | 79,900 | $7.52M | 0.02% | +74,300+1,326.8% | Added |
| Amica Mutual Insurance Co | 79,503 | $7.49M | 0.76% | +13,291+20.1% | Added |
| Hourglass Capital, LLC | 79,227 | $7.46M | 2.25% | −300−0.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 79,013 | $7.44M | 0.82% | +11,603+17.2% | Added |
| Avitas Wealth Management LLC | 77,251 | $7.27M | 1.11% | +1,095+1.4% | Added |
| White Pine Investment CO | 76,794 | $7.23M | 2.14% | −4,018−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,496 | $7.20M | 0.01% | −3,195−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,442 | $7.20M | 2.65% | +661+0.9% | Added |
| Fiduciary Alliance LLC | 76,764 | $7.18M | 1.27% | −1,523−1.9% | Reduced |
| Financial Counselors Inc | 76,116 | $7.17M | 0.12% | +61,233+411.4% | Added |
| Montag A & Associates Inc | 76,052 | $7.16M | 0.36% | −1,298−1.7% | Reduced |
| Greenwood Capital Associates LLC | 75,939 | $7.15M | 0.95% | +13,243+21.1% | Added |
| Banque Cantonale Vaudoise | 75,821 | $7.14M | 0.28% | +18,277+31.8% | Added |
| Steward Partners Investment Advisory, LLC | 75,745 | $7.13M | 0.08% | +11,044+17.1% | Added |
| Allianz SE | 75,359 | $7.10M | 0.22% | +75,359 | New |
| Avantax Advisory Services, Inc. | 74,827 | $7.05M | 0.06% | +1,916+2.6% | Added |
| Burns J W & Co Inc | 74,554 | $7.02M | 0.98% | −3,357−4.3% | Reduced |
| Intech Investment Management LLC | 74,544 | $7.02M | 0.10% | −203,951−73.2% | Reduced |
| DCM Advisors, LLC | 73,948 | $6.96M | 2.87% | −5,909−7.4% | Reduced |
| Securian Asset Management, Inc | 73,788 | $6.95M | 0.20% | −6,253−7.8% | Reduced |
| Oliver Luxxe Assets LLC | 73,617 | $6.93M | 1.45% | −100−0.1% | Reduced |
| Bernzott Capital Advisors | 73,424 | $6.91M | 2.74% | +21,020+40.1% | Added |
| Louisiana State Employees Retirement System | 72,900 | $6.86M | 0.13% | −3,500−4.6% | Reduced |
| Hennessy Advisors Inc | 72,700 | $6.85M | 0.29% | +2,000+2.8% | Added |
| Baugh & Associates, LLC | 72,501 | $6.83M | 3.63% | −205−0.3% | Reduced |
| Cyrus J. Lawrence, LLC | 71,987 | $6.78M | 1.50% | +71,987 | New |
| Integrated Advisors Network LLC | 70,622 | $6.65M | 0.34% | +37,856+115.5% | Added |
| German American Bancorp, Inc. | 70,348 | $6.62M | 0.80% | +5,155+7.9% | Added |
| Logan Capital Management Inc | 68,736 | $6.47M | 0.28% | +10,737+18.5% | Added |
| Baxter Bros Inc | 68,722 | $6.47M | 0.83% | +864+1.3% | Added |
| Albion Financial Group | 67,681 | $6.37M | 0.49% | +2,026+3.1% | Added |
| Flputnam Investment Management Co | 65,610 | $6.18M | 0.13% | −637−1.0% | Reduced |
| Iowa State Bank | 64,415 | $6.07M | 1.34% | +1,538+2.4% | Added |
| Ci Investments Inc. | 64,393 | $6.06M | 0.02% | −34,687−35.0% | Reduced |
| New Mexico Educational Retirement Board | 63,710 | $6.00M | 0.22% | −4,100−6.0% | Reduced |
| Wolverine Trading, LLC | 63,695 | $6.00M | 0.06% | −571,634−90.0% | Reduced |
| TownSquare Capital, LLC | 62,885 | $5.92M | 0.09% | +4,573+7.8% | Added |
| Heritage Trust Co | 62,374 | $5.87M | 0.79% | +1,496+2.5% | Added |
| Lido Advisors, LLC | 62,274 | $5.86M | 0.05% | −7,107−10.2% | Reduced |
| Sandler Capital Management | 60,950 | $5.74M | 0.70% | +60,950 | New |
| Providence Capital Advisors, LLC | 60,400 | $5.69M | 1.24% | +60,400 | New |
| Toroso Investments, LLC | 60,228 | $5.67M | 0.10% | +1,524+2.6% | Added |
| Assenagon Asset Management S.A. | 59,410 | $5.59M | 0.01% | −158−0.3% | Reduced |
| Xcel Wealth Management, LLC | 58,945 | $5.55M | 1.74% | −1,610−2.7% | Reduced |
| Becker Capital Management Inc | 58,894 | $5.55M | 0.19% | −2,120−3.5% | Reduced |
| Cunning Capital Partners, LP | 58,878 | $5.54M | 3.07% | +23,400+66.0% | Added |
| Massmutual Trust Co FSB | 57,433 | $5.41M | 0.17% | +14,542+33.9% | Added |
| Coldstream Capital Management Inc | 57,060 | $5.37M | 0.14% | −680−1.2% | Reduced |
| Aureus Asset Management, LLC | 56,870 | $5.35M | 0.37% | +4,255+8.1% | Added |
| Foundations Investment Advisors, LLC | 56,631 | $5.33M | 0.14% | −2,752−4.6% | Reduced |
| Geller Advisors LLC | 56,446 | $5.31M | 0.43% | +163+0.3% | Added |
| First Hawaiian Bank | 56,296 | $5.30M | 0.16% | +1,354+2.5% | Added |
| Synovus Financial Corp | 56,082 | $5.28M | 0.07% | +2,045+3.8% | Added |
| Braun Stacey Associates Inc | 56,088 | $5.28M | 0.21% | −192,278−77.4% | Reduced |
| Atria Wealth Solutions, Inc. | 56,030 | $5.28M | 0.06% | +4,244+8.2% | Added |
| Quantinno Capital Management LP | 55,531 | $5.23M | 0.11% | +11,481+26.1% | Added |
| Old Second National Bank of Aurora | 55,285 | $5.21M | 1.35% | −865−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 55,130 | $5.19M | 0.04% | +12,144+28.3% | Added |
| SpiderRock Advisors, LLC | 58,063 | $5.11M | 0.17% | +58,063 | New |
| APG Asset Management N.V. | 57,992 | $5.06M | 0.01% | +9,500+19.6% | Added |
| Huntington National Bank | 53,320 | $5.02M | 0.04% | +3,081+6.1% | Added |
| Parallel Advisors, LLC | 53,187 | $5.01M | 0.14% | −282−0.5% | Reduced |
| Trifecta Capital Advisors, LLC | 53,104 | $5.00M | 1.22% | +1,632+3.2% | Added |
| Private Wealth Partners, LLC | 52,986 | $4.99M | 0.40% | −11,038−17.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,873 | $4.98M | 1.55% | +175+0.3% | Added |
| Van Hulzen Asset Management, LLC | 52,771 | $4.97M | 0.33% | +52,771 | New |
| Metis Global Partners, LLC | 52,290 | $4.92M | 0.18% | −39−0.1% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $4.86M | 0.79% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 50,529 | $4.76M | 0.21% | −913−1.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 50,527 | $4.76M | 0.10% | +6,198+14.0% | Added |
| Level Four Advisory Services, LLC | 50,767 | $4.73M | 0.26% | +3,101+6.5% | Added |
| E. Ohman J:or Asset Management AB | 50,226 | $4.73M | 0.12% | +1,300+2.7% | Added |
| D L Carlson Investment Group Inc | 50,103 | $4.72M | 0.92% | −851−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 49,616 | $4.67M | 0.16% | +3,458+7.5% | Added |
| Glenview Trust Co | 49,174 | $4.63M | 0.10% | −8,127−14.2% | Reduced |
| Ballentine Partners, LLC | 49,067 | $4.62M | 0.09% | +1,465+3.1% | Added |
| Reliant Investment Management, LLC | 48,838 | $4.60M | 2.16% | +48,838 | New |
| Empirical Finance, LLC | 48,371 | $4.55M | 0.28% | +1,531+3.3% | Added |
| Jupiter Wealth Management LLC | 47,608 | $4.55M | 2.41% | +1,200+2.6% | Added |
| Tiaa Trust, National Association | 48,206 | $4.54M | 0.01% | −113,018−70.1% | Reduced |
| Elk River Wealth Management, LLC | 48,144 | $4.53M | 0.92% | −4,824−9.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,033 | $4.52M | 0.09% | +7,869+19.6% | Added |
| Institutional & Family Asset Management, LLC | 47,922 | $4.51M | 0.72% | −3,588−7.0% | Reduced |
| K.J. Harrison & Partners Inc | 47,800 | $4.50M | 0.70% | +12,803+36.6% | Added |
| First Manhattan Co | 47,720 | $4.49M | 0.01% | −755−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 47,641 | $4.49M | 0.25% | +3,021+6.8% | Added |
| Trajan Wealth LLC | 46,709 | $4.40M | 0.30% | +46,709 | New |
| Simon Quick Advisors, LLC | 46,428 | $4.37M | 0.33% | +645+1.4% | Added |
| Cito Capital Group, LLC | 46,355 | $4.37M | 1.79% | −13,600−22.7% | Reduced |
| Vestcor Inc | 45,826 | $4.32M | 0.15% | +19,521+74.2% | Added |
| SkyOak Wealth, LLC | 45,385 | $4.27M | 1.02% | +1,721+3.9% | Added |
| Linscomb & Williams, Inc. | 44,774 | $4.22M | 0.22% | +2,754+6.6% | Added |
| Torray LLC | 44,623 | $4.20M | 0.63% | +44,623 | New |
| HB Wealth Management, LLC | 44,553 | $4.20M | 0.05% | +2,054+4.8% | Added |