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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 44,525 | $4.19M | 0.20% | +44,525 | New |
| Lincluden Management Ltd | 44,412 | $4.18M | 0.50% | +8,448+23.5% | Added |
| Norinchukin Bank, The | 44,226 | $4.16M | 0.12% | −994−2.2% | Reduced |
| LSV Asset Management | 43,900 | $4.13M | 0.01% | −1,324,553−96.8% | Reduced |
| Central Trust Co | 43,817 | $4.13M | 0.10% | −1,722−3.8% | Reduced |
| Investment Management Corp of Ontario | 43,753 | $4.12M | 0.12% | −24,642−36.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,630 | $4.11M | 1.01% | +145+0.3% | Added |
| First National Bank of Omaha | 35,171 | $4.10M | 0.28% | +7,563+27.4% | Added |
| Sequoia Financial Advisors, LLC | 43,094 | $4.06M | 0.05% | −14,853−25.6% | Reduced |
| Highland Capital Management, LLC | 43,082 | $4.06M | 0.23% | −541−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 42,678 | $4.02M | 0.43% | −858−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 42,649 | $4.02M | 0.13% | +1,045+2.5% | Added |
| Tudor Investment Corp Et Al | 42,265 | $3.98M | 0.05% | +42,265 | New |
| Lincoln National Corp | 42,628 | $3.97M | 0.06% | −8,178−16.1% | Reduced |
| Hodges Capital Management Inc. | 41,996 | $3.96M | 0.25% | −18,150−30.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,343 | $3.89M | 0.27% | −3,681−8.2% | Reduced |
| Roanoke Asset Management Corp | 41,013 | $3.86M | 1.27% | −65−0.2% | Reduced |
| Cypress Financial Planning LLC | 40,778 | $3.84M | 1.76% | +40,778 | New |
| Cyndeo Wealth Partners, LLC | 40,765 | $3.84M | 0.32% | +15,311+60.2% | Added |
| MainStreet Investment Advisors LLC | 40,614 | $3.82M | 0.46% | −5,276−11.5% | Reduced |
| Davis-Rea Ltd. | 40,300 | $3.79M | 1.73% | +40,300 | New |
| Tower Research Capital LLC (TRC) | 40,009 | $3.77M | 0.09% | −130,277−76.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,753 | $3.74M | 0.10% | −250−0.6% | Reduced |
| Sigma Planning Corp | 39,679 | $3.74M | 0.12% | +20,857+110.8% | Added |
| Mayflower Financial Advisors, LLC | 39,500 | $3.72M | 0.62% | −1,219−3.0% | Reduced |
| Carlson Capital L P | 39,500 | $3.72M | 0.30% | +39,500 | New |
| United Services Automobile Association | 39,366 | $3.71M | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 37,503 | $3.70M | 0.26% | +709+1.9% | Added |
| Financial Advisory Partners, LLC | 39,221 | $3.69M | 1.43% | +39,221 | New |
| Gladstone Institutional Advisory LLC | 39,006 | $3.67M | 0.20% | −17,099−30.5% | Reduced |
| GLOBALT Investments LLC | 38,709 | $3.64M | 0.15% | −609−1.5% | Reduced |
| Vinva Investment Management Ltd | 38,382 | $3.61M | 0.21% | +2,822+7.9% | Added |
| Vestor Capital, LLC | 38,341 | $3.61M | 0.30% | −1,085−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 38,246 | $3.60M | 0.03% | −793−2.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 38,206 | $3.60M | 0.47% | +3,644+10.5% | Added |
| City Holding Co | 37,637 | $3.54M | 0.53% | +241+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 37,616 | $3.54M | 0.15% | +22,030+141.3% | Added |
| Lazard Asset Management LLC | 37,130 | $3.50M | 0.00% | −4,265−10.3% | Reduced |
| Patten & Patten Inc | 36,834 | $3.47M | 0.25% | +101+0.3% | Added |
| Independent Advisor Alliance | 36,804 | $3.47M | 0.13% | −222−0.6% | Reduced |
| Morningstar Investment Management LLC | 36,600 | $3.45M | 0.37% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 36,242 | $3.41M | 0.24% | +22,585+165.4% | Added |
| Adell Harriman & Carpenter Inc | 36,220 | $3.41M | 0.28% | −5,312−12.8% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.39M | 0.47% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 36,016 | $3.39M | 0.11% | −1,335−3.6% | Reduced |
| Occidental Asset Management, LLC | 35,990 | $3.39M | 0.63% | +2,337+6.9% | Added |
| First National Trust Co | 35,841 | $3.37M | 0.14% | +1,085+3.1% | Added |
| Sandy Cove Advisors, LLC | 35,504 | $3.34M | 1.54% | −18,075−33.7% | Reduced |
| Wealthspire Advisors, LLC | 35,296 | $3.32M | 0.04% | −1,813−4.9% | Reduced |
| Canandaigua National Bank & Trust Co | 35,266 | $3.32M | 0.49% | −10,400−22.8% | Reduced |
| Cullinan Associates Inc | 35,220 | $3.32M | 0.19% | −76,499−68.5% | Reduced |
| KMG Fiduciary Partners, LLC | 35,219 | $3.32M | 0.34% | +1,711+5.1% | Added |
| Geneos Wealth Management Inc. | 35,152 | $3.31M | 0.15% | +2,403+7.3% | Added |
| Lake Street Advisors Group, LLC | 35,077 | $3.30M | 0.15% | +1,222+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 35,026 | $3.30M | 0.00% | −937,887−96.4% | Reduced |
| Sculati Wealth Management, LLC | 35,013 | $3.30M | 1.42% | −1,402−3.9% | Reduced |
| Zenyatta Capital Management LP | 35,000 | $3.30M | 4.43% | −90,000−72.0% | Reduced |
| Empowered Funds, LLC | 34,982 | $3.29M | 0.06% | +2,278+7.0% | Added |
| Siemens Fonds Invest GmbH | 34,946 | $3.29M | 0.25% | −598−1.7% | Reduced |
| RNC Capital Management LLC | 34,670 | $3.26M | 0.19% | −5,109−12.8% | Reduced |
| Community Trust & Investment Co | 34,652 | $3.26M | 0.23% | +2,592+8.1% | Added |
| Van Eck Associates Corp | 34,454 | $3.24M | 0.00% | +6,370+22.7% | Added |
| Shelton Capital Management | 34,298 | $3.23M | 0.09% | −105,099−75.4% | Reduced |
| Shorepoint Capital Partners LLC | 34,243 | $3.22M | 0.79% | +526+1.6% | Added |
| Compagnie Lombard Odier SCmA | 34,125 | $3.21M | 0.06% | +3,750+12.3% | Added |
| Integrated Wealth Concepts LLC | 33,997 | $3.20M | 0.05% | +2,185+6.9% | Added |
| NBC Securities, Inc. | 33,967 | $3.20M | 0.30% | +28,673+541.6% | Added |
| Pitcairn Co | 33,861 | $3.19M | 0.21% | −3,870−10.3% | Reduced |
| Mizuho Markets Cayman LP | 34,111 | $3.18M | 1.95% | 00.0% | Unchanged |
| Capital International Sarl | 33,668 | $3.17M | 0.11% | −22,217−39.8% | Reduced |
| AIA Group Ltd | 33,598 | $3.16M | 0.10% | +16,507+96.6% | Added |
| Rakuten Investment Management, Inc. | 33,499 | $3.15M | 0.02% | +30,389+977.1% | Added |
| SYSTM Wealth Solutions LLC | 33,497 | $3.15M | 0.40% | +4,107+14.0% | Added |
| Dana Investment Advisors, Inc. | 33,423 | $3.15M | 0.10% | −4,348−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,141 | $3.12M | 0.17% | −6,679−16.8% | Reduced |
| Beacon Pointe Advisors, LLC | 33,134 | $3.12M | 0.03% | −23,810−41.8% | Reduced |
| Ritholtz Wealth Management | 33,086 | $3.12M | 0.11% | +1,088+3.4% | Added |
| S&CO Inc | 33,038 | $3.11M | 0.22% | +19,123+137.4% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.09M | 1.23% | +5,067+18.3% | Added |
| Raymond James Trust N.A. | 32,700 | $3.08M | 0.07% | +50.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,677 | $3.08M | 2.29% | +159+0.5% | Added |
| Wetherby Asset Management Inc | 32,513 | $3.06M | 0.15% | −817−2.5% | Reduced |
| First Citizens Bank & Trust Co | 32,502 | $3.06M | 0.06% | +4,896+17.7% | Added |
| Carret Asset Management, LLC | 32,454 | $3.06M | 0.36% | +1,200+3.8% | Added |
| Prime Capital Investment Advisors, LLC | 32,345 | $3.05M | 0.04% | +2,600+8.7% | Added |
| Verition Fund Management LLC | 32,214 | $3.03M | 0.03% | −15,733−32.8% | Reduced |
| Savant Capital, LLC | 31,988 | $3.01M | 0.03% | +1,681+5.5% | Added |
| Veriti Management LLC | 31,864 | $3.00M | 0.22% | +4,085+14.7% | Added |
| Everence Capital Management Inc | 31,741 | $2.99M | 0.20% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 31,706 | $2.99M | 0.18% | +13,793+77.0% | Added |
| Palisade Asset Management, LLC | 31,125 | $2.93M | 0.29% | −100−0.3% | Reduced |
| Advisory Services Network, LLC | 31,112 | $2.93M | 0.06% | −463−1.5% | Reduced |
| Greenleaf Trust | 30,796 | $2.90M | 0.03% | +1,369+4.7% | Added |
| Richard P Slaughter Associates Inc | 30,653 | $2.89M | 0.70% | −1,062−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,499 | $2.87M | 0.04% | −2,410−7.3% | Reduced |
| Dimension Capital Management LLC | 30,396 | $2.86M | 0.57% | −610−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,229 | $2.85M | 0.14% | +2,306+8.3% | Added |
| Apollon Wealth Management, LLC | 30,082 | $2.83M | 0.09% | +4,488+17.5% | Added |
| Gifford Fong Associates | 30,000 | $2.83M | 0.78% | 00.0% | Unchanged |
| Stephens Inc | 29,945 | $2.82M | 0.04% | −64,806−68.4% | Reduced |