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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 14,837 | $1.40M | 0.57% | +475+3.3% | Added |
| White Pine Capital LLC | 15,325 | $1.39M | 0.53% | +54+0.4% | Added |
| Crestwood Advisors Group LLC | 14,783 | $1.39M | 0.03% | −117,175−88.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.38M | 0.49% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14,672 | $1.38M | 0.04% | +431+3.0% | Added |
| Waterfront Wealth Inc. | 14,904 | $1.38M | 0.39% | +291+2.0% | Added |
| Duff & Phelps Investment Management Co | 14,566 | $1.37M | 0.02% | +463+3.3% | Added |
| Beverly Hills Private Wealth, LLC | 14,381 | $1.35M | 0.31% | +5,964+70.9% | Added |
| Fox Run Management, L.L.C. | 14,378 | $1.35M | 0.29% | +14,378 | New |
| Executive Wealth Group LLC | 15,153 | $1.35M | 0.28% | +10,136+202.0% | Added |
| Bard Financial Services, Inc. | 14,305 | $1.35M | 0.14% | +55+0.4% | Added |
| Excalibur Management Corp | 14,174 | $1.33M | 0.56% | +606+4.5% | Added |
| Diligent Investors, LLC | 14,162 | $1.33M | 0.33% | +13+0.1% | Added |
| Berkeley Capital Partners, LLC | 14,149 | $1.33M | 0.41% | +1,901+15.5% | Added |
| Granger Management LLC | 13,969 | $1.32M | 0.26% | +3,631+35.1% | Added |
| Charter Oak Capital Management, LLC | 13,956 | $1.31M | 0.14% | +13,956 | New |
| NVWM, LLC | 13,948 | $1.31M | 0.36% | −167−1.2% | Reduced |
| AMG National Trust Bank | 13,909 | $1.31M | 0.04% | +50+0.4% | Added |
| Capital Investment Advisory Services, LLC | 13,815 | $1.30M | 0.14% | +370+2.8% | Added |
| Intrust Bank NA | 13,784 | $1.30M | 0.14% | −385−2.7% | Reduced |
| Eagle Asset Management Inc | 13,849 | $1.30M | 0.01% | +3,519+34.1% | Added |
| Krilogy Financial LLC | 13,717 | $1.29M | 0.10% | +13,717 | New |
| Allworth Financial LP | 13,672 | $1.29M | 0.01% | +604+4.6% | Added |
| Long Run Wealth Advisors, LLC | 13,662 | $1.29M | 0.34% | +594+4.5% | Added |
| Koshinski Asset Management, Inc. | 13,639 | $1.28M | 0.13% | −6,635−32.7% | Reduced |
| J.W. Cole Advisors, Inc. | 13,602 | $1.28M | 0.06% | +596+4.6% | Added |
| WCG Wealth Advisors LLC | 13,577 | $1.28M | 0.11% | −1,860−12.0% | Reduced |
| Vise Technologies, Inc. | 13,527 | $1.27M | 0.25% | −33−0.2% | Reduced |
| Parkside Financial Bank & Trust | 13,516 | $1.27M | 0.21% | +2,840+26.6% | Added |
| Systematic Financial Management LP | 13,500 | $1.27M | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 13,500 | $1.27M | 0.35% | +13,500 | New |
| Qtron Investments LLC | 13,403 | $1.26M | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,296 | $1.25M | 0.09% | −2,085−13.6% | Reduced |
| Quadrant Capital Group LLC | 13,257 | $1.25M | 0.10% | −1,479−10.0% | Reduced |
| Dakota Wealth Management | 13,237 | $1.25M | 0.03% | −216−1.6% | Reduced |
| TLWM | 13,220 | $1.24M | 0.28% | −255−1.9% | Reduced |
| Meridian Wealth Management, LLC | 13,201 | $1.24M | 0.21% | −441−3.2% | Reduced |
| Point72 (DIFC) Ltd | 13,098 | $1.23M | 0.10% | +13,098 | New |
| Penobscot Investment Management Company, Inc. | 13,071 | $1.23M | 0.13% | +674+5.4% | Added |
| Dorsey & Whitney Trust CO LLC | 13,048 | $1.23M | 0.08% | +345+2.7% | Added |
| Avalon Trust Co | 13,000 | $1.22M | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,178 | $1.22M | 0.03% | −119,582−90.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,888 | $1.21M | 0.02% | −1,746−11.9% | Reduced |
| Hartford Funds Management Co LLC | 12,841 | $1.21M | 0.12% | +1,572+13.9% | Added |
| Mutual Advisors, LLC | 12,823 | $1.21M | 0.04% | −17,473−57.7% | Reduced |
| Premier Path Wealth Partners, LLC | 12,787 | $1.20M | 0.23% | −297−2.3% | Reduced |
| Panagora Asset Management Inc | 12,729 | $1.20M | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,700 | $1.20M | 0.11% | +105+0.8% | Added |
| Summit Trail Advisors, LLC | 12,636 | $1.19M | 0.03% | +1,762+16.2% | Added |
| Garner Asset Management Corp | 12,623 | $1.19M | 0.61% | −528−4.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.19M | 0.37% | 00.0% | Unchanged |
| Old National Bancorp | 12,572 | $1.18M | 0.03% | −2,610−17.2% | Reduced |
| Deltec Asset Management LLC | 12,500 | $1.18M | 0.23% | −1,000−7.4% | Reduced |
| Concord Wealth Partners | 12,498 | $1.18M | 0.21% | +2,037+19.5% | Added |
| Insigneo Advisory Services, LLC | 12,476 | $1.17M | 0.14% | −1,671−11.8% | Reduced |
| Quent Capital, LLC | 12,463 | $1.17M | 0.14% | +253+2.1% | Added |
| Umpqua Bank | 12,447 | $1.17M | 0.48% | +12,447 | New |
| Cigna Investments Inc | 12,433 | $1.17M | 0.22% | −431−3.4% | Reduced |
| Investors Research Corp | 12,416 | $1.17M | 0.27% | −850−6.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,376 | $1.17M | 0.09% | −242−1.9% | Reduced |
| Trust Co of Vermont | 12,321 | $1.16M | 0.06% | +2,819+29.7% | Added |
| Viewpoint Capital Management LLC | 12,215 | $1.15M | 0.73% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,064 | $1.14M | 0.18% | +12,064 | New |
| Lansing Street Advisors | 12,008 | $1.13M | 0.51% | +164+1.4% | Added |
| Concord Asset Management, LLC | 12,006 | $1.13M | 0.30% | +2,083+21.0% | Added |
| Parkside Investments, LLC | 12,000 | $1.13M | 0.18% | 00.0% | Unchanged |
| Delta Asset Management LLC | 11,902 | $1.12M | 0.10% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 11,794 | $1.11M | 0.30% | +173+1.5% | Added |
| Longfellow Investment Management Co LLC | 11,792 | $1.11M | 0.25% | +2,220+23.2% | Added |
| Peoples Financial Services Corp. | 11,782 | $1.11M | 0.48% | −90−0.8% | Reduced |
| Evoke Wealth, LLC | 11,774 | $1.11M | 0.03% | +11,774 | New |
| Silvercrest Asset Management Group LLC | 11,758 | $1.11M | 0.01% | −32−0.3% | Reduced |
| King Luther Capital Management Corp | 11,674 | $1.10M | 0.00% | −216−1.8% | Reduced |
| Brighton Jones LLC | 11,647 | $1.10M | 0.04% | +1,390+13.6% | Added |
| Zullo Investment Group, Inc. | 11,644 | $1.10M | 0.51% | −268−2.2% | Reduced |
| Principle Wealth Partners LLC | 11,640 | $1.10M | 0.09% | +40.0% | Added |
| Relyea Zuckerberg Hanson LLC | 11,637 | $1.10M | 0.19% | +272+2.4% | Added |
| Radnor Capital Management, LLC | 11,602 | $1.09M | 0.19% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 11,550 | $1.09M | 0.55% | +164+1.4% | Added |
| Cape Ann Savings Bank | 11,513 | $1.08M | 0.68% | −567−4.7% | Reduced |
| Washington Trust Co | 11,512 | $1.08M | 0.04% | −224−1.9% | Reduced |
| LVW Advisors, LLC | 11,500 | $1.08M | 0.18% | +1,777+18.3% | Added |
| Quadcap Wealth Management, LLC | 11,416 | $1.07M | 0.24% | −1,861−14.0% | Reduced |
| Donald L. Hagan, LLC | 11,401 | $1.07M | 0.57% | −184−1.6% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.07M | 0.26% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 11,375 | $1.07M | 0.19% | +5,700+100.4% | Added |
| Leonteq Securities AG | 11,312 | $1.07M | 0.14% | −10,714−48.6% | Reduced |
| Helios Capital Management Pte. Ltd | 11,300 | $1.06M | 0.75% | 00.0% | Unchanged |
| Axq Capital, LP | 11,300 | $1.06M | 0.26% | +11,300 | New |
| Abbrea Capital, LLC | 11,303 | $1.06M | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,293 | $1.06M | 0.07% | −63−0.6% | Reduced |
| Westpac Banking Corp | 11,284 | $1.06M | 0.08% | −54,902−83.0% | Reduced |
| Berkshire Asset Management LLC | 11,282 | $1.06M | 0.06% | −540−4.6% | Reduced |
| HAP Trading, LLC | 11,273 | $1.06M | 0.33% | +11,273 | New |
| EverSource Wealth Advisors, LLC | 11,672 | $1.06M | 0.08% | +134+1.2% | Added |
| Flow State Investments, L.P. | 11,200 | $1.05M | 0.31% | +11,200 | New |
| Northern Oak Wealth Management Inc | 11,164 | $1.05M | 0.12% | −17,121−60.5% | Reduced |
| Central Pacific Bank - Trust Division | 11,197 | $1.05M | 0.13% | +11,197 | New |
| Jump Financial, LLC | 11,084 | $1.04M | 0.03% | +11,084 | New |
| Hamilton Capital, LLC | 11,060 | $1.04M | 0.08% | +227+2.1% | Added |