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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 20,636 | $1.94M | 0.06% | +259+1.3% | Added |
| Werlinich Asset Management, LLC | 20,770 | $1.94M | 1.27% | +1,080+5.5% | Added |
| IFG Advisory, LLC | 20,589 | $1.94M | 0.14% | +727+3.7% | Added |
| YHB Investment Advisors, Inc. | 20,523 | $1.93M | 0.17% | −21−0.1% | Reduced |
| Abn Amro Investment Solutions | 20,513 | $1.93M | 0.03% | −62,181−75.2% | Reduced |
| Cary Street Partners Asset Management LLC | 20,505 | $1.93M | 0.30% | +20,505 | New |
| Dynasty Wealth Management, LLC | 20,470 | $1.93M | 0.06% | +20,470 | New |
| Hamilton Capital Partners Inc. | 20,437 | $1.92M | 0.23% | +20,437 | New |
| Grey Street Capital, LLC | 20,427 | $1.92M | 0.26% | +20,427 | New |
| Am Investment Strategies LLC | 20,374 | $1.92M | 0.49% | +177+0.9% | Added |
| Hoey Investments, Inc | 20,335 | $1.91M | 0.43% | −415−2.0% | Reduced |
| Financial Advisory Service, Inc. | 20,274 | $1.91M | 0.17% | +697+3.6% | Added |
| LM Advisors LLC | 20,121 | $1.90M | 0.30% | −3,960−16.4% | Reduced |
| Harvest Investment Advisors, LLC | 19,929 | $1.88M | 1.40% | +934+4.9% | Added |
| Brown Brothers Harriman & Co | 19,696 | $1.85M | 0.01% | −398−2.0% | Reduced |
| Connectus Wealth, LLC | 19,695 | $1.85M | 0.05% | −9,315−32.1% | Reduced |
| Lakeview Capital Partners, LLC | 19,474 | $1.83M | 0.30% | +165+0.9% | Added |
| Commerzbank Aktiengesellschaft | 19,413 | $1.83M | 0.06% | +9,615+98.1% | Added |
| TD Private Client Wealth LLC | 19,349 | $1.82M | 0.06% | −1,050−5.1% | Reduced |
| Covenant Asset Management, LLC | 19,339 | $1.82M | 0.44% | +647+3.5% | Added |
| Inspire Trust Co, N.A. | 19,300 | $1.82M | 1.01% | +11,000+132.5% | Added |
| Capital Investment Counsel, Inc | 19,283 | $1.82M | 0.31% | −800−4.0% | Reduced |
| Modera Wealth Management, LLC | 19,265 | $1.81M | 0.03% | −888−4.4% | Reduced |
| LGT Group Foundation | 19,191 | $1.81M | 0.04% | +4,000+26.3% | Added |
| CAPROCK Group, Inc. | 19,167 | $1.80M | 0.10% | +662+3.6% | Added |
| StoneX Group Inc. | 19,082 | $1.80M | 0.16% | +4,417+30.1% | Added |
| Boston Private Wealth LLC | 18,909 | $1.78M | 0.04% | −49−0.3% | Reduced |
| Forum Financial Management, LP | 18,896 | $1.78M | 0.03% | −144−0.8% | Reduced |
| Capital Investment Advisors, LLC | 18,721 | $1.76M | 0.04% | +403+2.2% | Added |
| Profund Advisors LLC | 18,653 | $1.76M | 0.07% | +410+2.2% | Added |
| Valeo Financial Advisors, LLC | 18,709 | $1.76M | 0.06% | +1,931+11.5% | Added |
| Donaldson Capital Management, LLC | 18,577 | $1.75M | 0.07% | −34,005−64.7% | Reduced |
| Clough Capital Partners L P | 18,550 | $1.75M | 0.19% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,415 | $1.73M | 0.11% | +305+1.7% | Added |
| Meeder Advisory Services, Inc. | 18,386 | $1.73M | 0.18% | +394+2.2% | Added |
| Sumitomo Life Insurance Co | 18,301 | $1.72M | 0.04% | −720−3.8% | Reduced |
| Abbot Financial Management, Inc. | 18,150 | $1.71M | 0.94% | −20−0.1% | Reduced |
| Delphi Management Inc | 18,103 | $1.71M | 1.32% | +1,375+8.2% | Added |
| Horizon Investments, LLC | 18,044 | $1.68M | 0.04% | −219−1.2% | Reduced |
| Haverford Trust Co | 17,815 | $1.68M | 0.02% | +7,251+68.6% | Added |
| Fundamentun, LLC | 17,760 | $1.67M | 0.16% | +17,760 | New |
| Great Diamond Partners, LLC | 17,548 | $1.65M | 0.38% | +187+1.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,546 | $1.65M | 1.44% | −175−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 17,480 | $1.65M | 0.21% | −98−0.6% | Reduced |
| Howland Capital Management LLC | 17,378 | $1.64M | 0.08% | −1,356−7.2% | Reduced |
| Oak Asset Management, LLC | 17,358 | $1.63M | 0.61% | +95+0.6% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.63M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 17,229 | $1.62M | 0.02% | +4,184+32.1% | Added |
| McKinley Carter Wealth Services, Inc. | 17,212 | $1.62M | 0.11% | +1,047+6.5% | Added |
| Insight Inv LLC | 17,177 | $1.62M | 1.40% | +85+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 17,084 | $1.61M | 0.02% | −1,193−6.5% | Reduced |
| Bradley Foster & Sargent Inc | 17,041 | $1.60M | 0.03% | −786−4.4% | Reduced |
| Teza Capital Management LLC | 17,003 | $1.60M | 0.21% | +17,003 | New |
| Symmetry Partners, LLC | 16,953 | $1.60M | 0.12% | −8,471−33.3% | Reduced |
| Perigon Wealth Management, LLC | 16,938 | $1.59M | 0.05% | −1,803−9.6% | Reduced |
| Congress Wealth Management LLC | 16,912 | $1.59M | 0.03% | −749−4.2% | Reduced |
| Vident Advisory, LLC | 16,753 | $1.58M | 0.03% | +2,120+14.5% | Added |
| Foster & Motley Inc | 16,660 | $1.57M | 0.11% | −3,142−15.9% | Reduced |
| Trust Investment Advisors | 16,559 | $1.56M | 1.13% | −549−3.2% | Reduced |
| Snowden Capital Advisors LLC | 16,542 | $1.56M | 0.05% | +3,890+30.7% | Added |
| Strategic Advisors LLC | 16,478 | $1.55M | 0.31% | −293−1.7% | Reduced |
| River Street Advisors LLC | 16,423 | $1.55M | 1.04% | +614+3.9% | Added |
| Schechter Investment Advisors, LLC | 16,398 | $1.54M | 0.12% | −3,131−16.0% | Reduced |
| Trust Co of Toledo NA | 16,331 | $1.54M | 0.24% | +4,750+41.0% | Added |
| Lee Financial Co | 16,299 | $1.53M | 0.26% | −145−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 16,295 | $1.53M | 0.05% | +311+1.9% | Added |
| Belpointe Asset Management LLC | 16,291 | $1.53M | 0.11% | −2,267−12.2% | Reduced |
| Convergence Investment Partners, LLC | 16,190 | $1.52M | 0.58% | −442−2.7% | Reduced |
| Altman Advisors, Inc. | 16,262 | $1.52M | 0.74% | +7,063+76.8% | Added |
| First National Advisers, LLC | 16,555 | $1.52M | 0.34% | +3,230+24.2% | Added |
| V-Square Quantitative Management LLC | 16,100 | $1.52M | 0.25% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,072 | $1.51M | 0.05% | −1,313−7.6% | Reduced |
| Spire Wealth Management | 15,977 | $1.50M | 0.04% | +1,354+9.3% | Added |
| Ironwood Investment Counsel, LLC | 15,974 | $1.50M | 0.26% | +478+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 15,954 | $1.50M | 0.02% | +53+0.3% | Added |
| Chesapeake Wealth Management | 15,943 | $1.50M | 0.55% | −369−2.3% | Reduced |
| Mystic Asset Management, Inc. | 15,924 | $1.50M | 0.62% | +426+2.7% | Added |
| Merit Financial Group, LLC | 15,998 | $1.50M | 0.04% | +7,071+79.2% | Added |
| Edmond de Rothschild Holding S.A. | 15,898 | $1.50M | 0.02% | −97,438−86.0% | Reduced |
| 1st Source Bank | 15,835 | $1.49M | 0.09% | −128−0.8% | Reduced |
| Smith, Salley & Associates | 15,829 | $1.49M | 0.12% | −655−4.0% | Reduced |
| Decatur Capital Management, Inc. | 15,720 | $1.48M | 0.80% | −156−1.0% | Reduced |
| Vanguard Capital Wealth Advisors | 15,654 | $1.47M | 1.04% | −2,479−13.7% | Reduced |
| Wintrust Investments LLC | 15,633 | $1.47M | 0.13% | −425−2.6% | Reduced |
| Wilkins Investment Counsel Inc | 15,570 | $1.47M | 0.21% | +15,570 | New |
| Chemung Canal Trust Co | 15,531 | $1.46M | 0.28% | +160+1.0% | Added |
| Chatham Capital Group, Inc. | 15,456 | $1.46M | 0.27% | +1,975+14.7% | Added |
| We Are One Seven, LLC | 15,398 | $1.45M | 0.08% | −2,630−14.6% | Reduced |
| Courier Capital LLC | 15,372 | $1.45M | 0.10% | −87−0.6% | Reduced |
| Northcape Wealth Management, LLC | 15,349 | $1.45M | 0.53% | −242−1.6% | Reduced |
| Mirador Capital Partners LP | 15,345 | $1.44M | 0.28% | +1,643+12.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,309 | $1.44M | 0.36% | −902−5.6% | Reduced |
| Checchi Capital Advisers, LLC | 15,297 | $1.44M | 0.11% | −641−4.0% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.44M | 0.13% | −89−0.6% | Reduced |
| Argus Investors' Counsel, Inc. | 15,280 | $1.44M | 0.88% | −2,920−16.0% | Reduced |
| SeaCrest Wealth Management, LLC | 15,142 | $1.43M | 0.17% | −1,063−6.6% | Reduced |
| Centaurus Financial, Inc. | 15,028 | $1.42M | 0.10% | −2,496−14.2% | Reduced |
| Paradigm Asset Management Co LLC | 14,900 | $1.40M | 0.36% | −600−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,888 | $1.40M | 0.22% | −1,514−9.2% | Reduced |
| Tocqueville Asset Management L.P. | 14,839 | $1.40M | 0.02% | +1,658+12.6% | Added |