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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 29,586 | $2.79M | 0.08% | −158−0.5% | Reduced |
| Salem Investment Counselors Inc | 29,450 | $2.77M | 0.09% | +2,234+8.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.73M | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 28,736 | $2.71M | 0.03% | −2,527−8.1% | Reduced |
| Alberta Investment Management Corp | 28,500 | $2.68M | 0.03% | −10,725−27.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 28,732 | $2.68M | 0.32% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 28,419 | $2.68M | 0.48% | +333+1.2% | Added |
| Epoch Investment Partners, Inc. | 28,353 | $2.67M | 0.01% | −735−2.5% | Reduced |
| XTX Topco Ltd | 28,255 | $2.66M | 0.36% | +28,255 | New |
| Bayesian Capital Management, LP | 28,249 | $2.66M | 0.25% | +28,249 | New |
| Meyer Handelman Co | 28,242 | $2.66M | 0.09% | −29,564−51.1% | Reduced |
| Capital International Ltd | 27,886 | $2.63M | 0.13% | −22,781−45.0% | Reduced |
| Arrow Financial Corp | 27,859 | $2.62M | 0.26% | +2,474+9.7% | Added |
| Skopos Labs, Inc. | 28,002 | $2.62M | 1.13% | +96+0.3% | Added |
| SevenBridge Financial Group, LLC | 27,837 | $2.61M | 0.59% | +1,857+7.1% | Added |
| KCM Investment Advisors LLC | 27,656 | $2.60M | 0.10% | −1,299−4.5% | Reduced |
| Summit Financial, LLC | 27,639 | $2.60M | 0.15% | −269−1.0% | Reduced |
| Culbertson A N & Co Inc | 27,290 | $2.57M | 0.44% | −400−1.4% | Reduced |
| Lipe & Dalton | 27,218 | $2.56M | 1.32% | +30.0% | Added |
| Harbor Capital Advisors, Inc. | 27,123 | $2.55M | 0.33% | +6,945+34.4% | Added |
| Community Bank of Raymore | 26,940 | $2.54M | 1.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 26,571 | $2.50M | 0.38% | +4,971+23.0% | Added |
| Moody National Bank Trust Division | 26,460 | $2.49M | 0.20% | −467−1.7% | Reduced |
| Asio Capital, LLC | 26,429 | $2.49M | 0.53% | −87−0.3% | Reduced |
| Aspen Grove Capital, LLC | 26,351 | $2.48M | 0.70% | +921+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 26,328 | $2.48M | 0.14% | +669+2.6% | Added |
| Next Level Private LLC | 26,303 | $2.48M | 1.14% | +55+0.2% | Added |
| New England Research & Management, Inc. | 26,205 | $2.47M | 1.21% | +5,663+27.6% | Added |
| Stratos Wealth Partners, LTD. | 26,082 | $2.46M | 0.04% | −4,400−14.4% | Reduced |
| Americana Partners, LLC | 26,035 | $2.45M | 0.20% | +13,755+112.0% | Added |
| Capstone Investment Advisors, LLC | 25,911 | $2.44M | 0.05% | +10,094+63.8% | Added |
| Bouvel Investment Partners, LLC | 25,873 | $2.44M | 1.05% | +475+1.9% | Added |
| Loomis Sayles & Co L P | 25,787 | $2.43M | 0.00% | +212+0.8% | Added |
| HTLF Bank | 25,644 | $2.41M | 0.28% | +39+0.2% | Added |
| Gries Financial LLC | 25,598 | $2.41M | 0.40% | +1,154+4.7% | Added |
| Hunter Associates Investment Management LLC | 25,528 | $2.40M | 0.40% | −156−0.6% | Reduced |
| Gotham Asset Management, LLC | 25,527 | $2.40M | 0.04% | +232+0.9% | Added |
| International Assets Investment Management, LLC | 908,398 | $2.40M | 0.25% | +908,398 | New |
| Baldwin Investment Management, LLC | 25,377 | $2.39M | 0.32% | +3,930+18.3% | Added |
| Transcend Wealth Collective, LLC | 25,371 | $2.39M | 0.19% | −445−1.7% | Reduced |
| HCR Wealth Advisors | 25,370 | $2.39M | 0.36% | −163−0.6% | Reduced |
| Clear Rock Advisors, LLC | 25,220 | $2.37M | 1.03% | +345+1.4% | Added |
| LMCG Investments, LLC | 25,080 | $2.36M | 0.14% | −900−3.5% | Reduced |
| New Age Alpha Advisors, LLC | 25,000 | $2.35M | 1.42% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 25,000 | $2.35M | 0.17% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 24,987 | $2.35M | 0.18% | −1,861−6.9% | Reduced |
| Texas Yale Capital Corp. | 24,880 | $2.34M | 0.10% | −20−0.1% | Reduced |
| Northeast Investment Management | 24,874 | $2.34M | 0.12% | −355−1.4% | Reduced |
| National Asset Management, Inc. | 28,653 | $2.34M | 0.06% | −4,564−13.7% | Reduced |
| Community Bank, N.A. | 24,709 | $2.33M | 0.31% | −195−0.8% | Reduced |
| Fulton Bank, N.A. | 24,705 | $2.33M | 0.10% | +1,514+6.5% | Added |
| Stolper Co | 24,578 | $2.31M | 0.83% | +2,255+10.1% | Added |
| Walleye Capital LLC | 24,189 | $2.28M | 0.02% | +24,189 | New |
| Coastline Trust Co | 24,183 | $2.28M | 0.28% | −2,565−9.6% | Reduced |
| Glass Wealth Management Co LLC | 23,830 | $2.24M | 1.37% | +23,830 | New |
| Concentric Capital Strategies, LP | 23,703 | $2.23M | 0.14% | +23,703 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $2.22M | 0.02% | +133+0.6% | Added |
| Bleakley Financial Group, LLC | 23,575 | $2.22M | 0.06% | +473+2.0% | Added |
| Mirabella Financial Services LLP | 23,570 | $2.22M | 0.16% | +23,570 | New |
| Arcus Capital Partners, LLC | 23,538 | $2.22M | 0.70% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 23,514 | $2.21M | 0.26% | +300+1.3% | Added |
| Paloma Partners Management Co | 23,491 | $2.21M | 0.32% | +23,491 | New |
| Simplicity Wealth,LLC | 23,473 | $2.21M | 0.05% | +23,473 | New |
| Park Avenue Securities LLC | 23,424 | $2.21M | 0.03% | −2,479−9.6% | Reduced |
| Wolff Wiese Magana LLC | 23,402 | $2.20M | 1.90% | −218−0.9% | Reduced |
| TCTC Holdings, LLC | 23,372 | $2.20M | 0.07% | −175−0.7% | Reduced |
| Caxton Associates LP | 23,250 | $2.19M | 0.15% | +23,250 | New |
| Cramer Rosenthal McGlynn LLC | 23,243 | $2.19M | 0.12% | −184−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 23,212 | $2.19M | 0.06% | −2,296−9.0% | Reduced |
| Signaturefd, LLC | 23,134 | $2.18M | 0.05% | +1,386+6.4% | Added |
| Cacti Asset Management LLC | 22,000 | $2.18M | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23,095 | $2.17M | 0.12% | +272+1.2% | Added |
| Venture Visionary Partners LLC | 23,086 | $2.17M | 0.10% | −3,676−13.7% | Reduced |
| Altrafin AG | 23,023 | $2.17M | 0.79% | −158−0.7% | Reduced |
| Wright Investors Service Inc | 22,958 | $2.16M | 0.55% | +610+2.7% | Added |
| Sowell Financial Services LLC | 22,932 | $2.16M | 0.10% | +324+1.4% | Added |
| Alpha DNA Investment Management LLC | 22,820 | $2.15M | 1.18% | +10,899+91.4% | Added |
| Wedbush Securities Inc | 22,777 | $2.15M | 0.08% | +5,480+31.7% | Added |
| Caldwell Trust Co | 22,469 | $2.12M | 0.25% | −124−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,446 | $2.11M | 0.09% | +3,850+20.7% | Added |
| Regions Financial Corp | 22,235 | $2.09M | 0.02% | −781−3.4% | Reduced |
| PFG Investments, LLC | 22,127 | $2.08M | 0.13% | +5,065+29.7% | Added |
| Capital Markets Trading UK LLP | 21,992 | $2.07M | 1.50% | +21,992 | New |
| DoubleLine ETF Adviser LP | 21,868 | $2.06M | 0.52% | +727+3.4% | Added |
| Atlas Private Wealth Management | 21,824 | $2.05M | 0.86% | +1,913+9.6% | Added |
| Granite Group Advisors, LLC | 21,811 | $2.05M | 1.38% | −151−0.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.05M | 0.08% | 00.0% | Unchanged |
| Paralel Advisors LLC | 21,773 | $2.05M | 0.09% | 00.0% | Unchanged |
| Burney Co | 21,571 | $2.03M | 0.08% | −794−3.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,299 | $2.01M | 0.08% | −412−1.9% | Reduced |
| Leavell Investment Management, Inc. | 21,276 | $2.00M | 0.12% | −1,136−5.1% | Reduced |
| Alaethes Wealth LLC | 21,234 | $2.00M | 0.87% | −282−1.3% | Reduced |
| NorthRock Partners, LLC | 21,208 | $2.00M | 0.08% | +2,179+11.5% | Added |
| Brevan Howard Capital Management LP | 21,174 | $1.99M | 0.18% | +18,933+844.8% | Added |
| Prudent Man Advisors, LLC | 21,003 | $1.98M | 0.74% | −1,098−5.0% | Reduced |
| Freedom Day Solutions, LLC | 20,919 | $1.97M | 0.70% | −508−2.4% | Reduced |
| Ameliora Wealth Management Ltd. | 20,870 | $1.97M | 0.89% | −30−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 21,205 | $1.96M | 0.11% | +3,447+19.4% | Added |
| Hudson Canyon Capital Management | 20,814 | $1.96M | 1.26% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 20,710 | $1.95M | 1.79% | −373−1.8% | Reduced |