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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

Q2 2024 vs. Q1 2024

How the institutions holding Morgan Stanley changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of MS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,799311,829+61
Shares1.36B5.55M1.35B−2.97M (−0.2%)
Value$127.8B$522.5M$131.2B+$3.88B (+3.0%)

31 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (168)

Institutions that held Morgan Stanley at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 168 by value.

Institutions new to MS in Q2 2024
InstitutionSharesValue% of portfolio
Zurich Insurance Group Ltd451,180$43.9M0.38%
Corebridge Financial, Inc.350,703$34.1M0.19%
Susquehanna Fundamental Investments, LLC206,066$20.0M0.46%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)201,333$19.6M0.22%
Mirae Asset Global ETFs Holdings Ltd.177,190$17.2M0.04%
Cubist Systematic Strategies, LLC176,460$17.2M0.30%
Ninety One SA (PTY) Ltd173,121$16.8M2.60%
ExodusPoint Capital Management, LP155,144$15.1M0.17%
Sanctuary Advisors, LLC158,689$14.7M0.11%
Element Capital Management LLC110,048$10.7M0.83%
Lighthouse Investment Partners, LLC98,806$9.60M0.54%
Mizuho Securities USA LLC96,483$9.38M0.21%
Centre Asset Management, LLC95,988$9.33M2.14%
F/M Investments LLC90,989$8.86M0.32%
MBB Public Markets I LLC86,307$8.39M0.17%
Grantham, Mayo, Van Otterloo & Co. LLC84,867$8.25M0.03%
Omers Administration Corp84,553$8.22M0.08%
Leuthold Group, LLC66,828$6.50M0.75%
Beacon Harbor Wealth Advisors, Inc.66,119$6.43M1.67%
Strategic Financial Concepts, LLC52,591$6.34M0.02%
Interval Partners, LP64,703$6.29M0.18%
Seven Eight Capital, LP55,705$5.41M0.57%
Tradewinds, LLC.55,152$5.36M1.65%
Moran Wealth Management, LLC52,838$5.14M0.17%
Point72 Hong Kong Ltd41,791$4.06M0.25%
Engineers Gate Manager LP38,609$3.75M0.08%
Surience Private Wealth LLC38,161$3.71M4.77%
Neo Ivy Capital Management38,092$3.70M0.73%
Mattson Financial Services, LLC34,074$3.31M1.18%
Centiva Capital, LP29,888$2.90M0.14%
La Banque Postale Asset Management SA23,040$2.24M0.09%
Nebula Research & Development LLC22,755$2.21M0.36%
William B. Walkup & Associates, Inc.21,830$2.12M1.39%
Rpo LLC20,371$1.98M2.99%
Y-Intercept (Hong Kong) Ltd20,179$1.96M0.11%
Brown Financial Advisors20,143$1.96M0.87%
Qsemble Capital Management, LP19,989$1.94M0.37%
Orbis Allan Gray Ltd19,800$1.92M0.01%
Eisler Capital (US) LLC18,763$1.82M0.34%
Ashburton (Jersey) Ltd18,130$1.80M0.76%
J. Safra Sarasin Holding AG18,468$1.79M0.03%
IMC-Chicago, LLC17,398$1.69M0.05%
Group One Trading, L.P.16,236$1.58M0.05%
Maven Securities LTD14,778$1.44M0.22%
Quest Partners LLC13,348$1.30M0.18%
CFS Investment Advisory Services, LLC12,664$1.23M0.10%
Golden State Equity Partners12,128$1.18M0.25%
Mint Tower Capital Management B.V.11,500$1.12M0.44%
Pensionmark Financial Group, LLC10,389$1.01M0.06%
PEAK6 Investments LLC8,865$861.6K0.04%
Headlands Technologies LLC8,478$824.0K0.09%
Laurion Capital Management LP8,162$793.3K0.03%
Stevens Capital Management LP8,080$785.0K0.27%
Genesee Capital Advisors, LLC8,029$780.3K0.38%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH7,988$776.4K0.03%
LGT Fund Management Co Ltd.7,942$771.9K0.10%
Patton Albertson Miller Group, LLC7,911$768.9K0.11%
Sciencast Management LP7,257$705.3K0.25%
Zacks Investment Management6,770$658.0K0.01%
Alpine Global Management, LLC6,500$631.7K0.11%
Graham Capital Management, L.P.6,468$628.6K0.02%
Lee Danner & Bass Inc6,463$628.0K0.05%
Versor Investments LP6,122$595.0K0.11%
Wiley Bros.-Aintree Capital, LLC6,068$589.7K0.03%
Chase Investment Counsel Corp5,539$538.0K0.19%
Lazari Capital Management, Inc.5,409$525.7K0.24%
Flagship Harbor Advisors, LLC5,391$523.9K0.03%
CTC Alternative Strategies, Ltd.5,200$505.4K0.21%
Arete Wealth Advisors, LLC5,135$497.0K0.04%
Diversify Wealth Management, LLC5,285$486.5K0.06%
Humankind Investments LLC4,941$480.2K0.13%
Arista Wealth Management, LLC4,815$468.0K0.12%
Cable Hill Partners, LLC4,797$466.2K0.05%
Nottingham Advisors, Inc.4,784$465.0K0.06%
Marex Group plc4,644$451.4K0.01%
Knollwood Investment Advisory, LLC4,258$413.8K0.05%
Daymark Wealth Partners, LLC4,083$396.8K0.02%
Cromwell Holdings LLC4,034$392.1K0.23%
Symphony Financial, Ltd. Co.3,708$364.4K0.07%
One Capital Management, LLC3,644$354.2K0.01%
Oxford Financial Group Ltd3,532$343.3K0.02%
ClearAlpha Technologies LP3,231$314.0K0.12%
Hobbs Group Advisors, LLC3,181$309.2K0.12%
San Luis Wealth Advisors LLC3,144$306.0K0.07%
Summit Wealth Group, LLC2,983$290.0K0.09%
Atlantic Union Bankshares Corp2,984$290.0K0.02%
Balboa Wealth Partners2,946$286.3K0.08%
Great Lakes Advisors, LLC2,924$284.2K0.00%
Pure Financial Advisors, Inc.2,921$283.8K0.01%
Journey Strategic Wealth LLC2,914$283.2K0.01%
3Chopt Investment Partners, LLC2,907$282.5K0.09%
Eagle Strategies LLC2,837$275.7K0.05%
Diversified, LLC2,718$264.2K0.03%
Gallagher Fiduciary Advisors, LLC2,644$256.9K0.06%
TFB Advisors LLC2,563$249.1K0.08%
Michael B. Yongue2,553$248.1K0.21%
Alpha Cubed Investments, LLC2,507$243.7K0.01%
Allegheny Financial Group LTD2,400$233.3K0.07%
Fairscale Capital, LLC2,195$233.2K0.21%
ISAM Funds (UK) Ltd2,392$232.5K0.17%

Sold out (107)

Institutions that held Morgan Stanley at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of MS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Holocene Advisors, LP1,134,974$106.9M
American International Group, Inc.376,736$35.5M
Texas Permanent School Fund289,535$27.3M
Bornite Capital Management LP250,000$23.5M
Cinctive Capital Management LP193,570$18.2M
Moore Capital Management, LP190,190$17.9M
Philadelphia Financial Management of San Francisco, LLC176,724$16.6M
Quantitative Investment Management, LLC100,935$9.50M
Point72 Asset Management, L.P.88,681$8.35M
Bernzott Capital Advisors73,424$6.91M
Sandler Capital Management60,950$5.74M
Providence Capital Advisors, LLC60,400$5.69M
Metropolitan Life Insurance Co50,529$4.76M
Lincoln National Corp42,628$3.97M
Davis-Rea Ltd.40,300$3.79M
Van Eck Associates Corp34,454$3.24M
Mizuho Markets Cayman LP34,111$3.18M
Alberta Investment Management Corp28,500$2.68M
University of Texas/Texas Am Investment Managment Co28,732$2.68M
XTX Topco Ltd28,255$2.66M
Bayesian Capital Management, LP28,249$2.66M
New Age Alpha Advisors, LLC25,000$2.35M
Concentric Capital Strategies, LP23,703$2.23M
Mirabella Financial Services LLP23,570$2.22M
Caxton Associates LP23,250$2.19M
CoreCap Advisors, LLC23,095$2.17M
Paralel Advisors LLC21,773$2.05M
Brevan Howard Capital Management LP21,174$1.99M
Mirador Capital Partners LP15,345$1.44M
Bedell Frazier Investment Counseling, LLC15,309$1.44M
Charter Oak Capital Management, LLC13,956$1.31M
WCG Wealth Advisors LLC13,577$1.28M
Meridian Wealth Management, LLC13,201$1.24M
Deltec Asset Management LLC12,500$1.18M
Evoke Wealth, LLC11,774$1.11M
Radnor Capital Management, LLC11,602$1.09M
Axq Capital, LP11,300$1.06M
HAP Trading, LLC11,273$1.06M
Flow State Investments, L.P.11,200$1.05M
FourThought Financial Partners, LLC9,983$940.0K
Banco BTG Pactual S.A.10,000$933.0K
Woodmont Investment Counsel LLC8,401$791.0K
Private Portfolio Partners LLC8,050$758.0K
MQS Management LLC6,087$573.2K
Worm Capital, LLC5,986$563.6K
One River Asset Management, LLC5,330$501.9K
Allred Capital Management, LLC4,374$411.9K
Edgestream Partners, L.P.4,303$405.2K
South Dakota Investment Council4,300$405.0K
Neville Rodie & Shaw Inc3,926$370.0K
Marest Capital, LLC3,855$362.8K
Eqis Capital Management, Inc.3,774$355.3K
Nwam LLC3,670$351.3K
Signet Financial Management, LLC3,728$351.1K
World Equity Group, Inc.3,637$341.8K
Cassaday & Co Wealth Management LLC3,437$323.6K
Oversea-Chinese Banking CORP Ltd3,443$321.9K
Investment Partners Asset Management, Inc.3,313$312.0K
Cedar Brook Financial Partners, LLC3,075$289.5K
Delta Financial Group, Inc.3,049$287.0K
FDx Advisors, Inc.2,895$273.0K
Deerfield Management Company, L.P. (Series C)2,734$257.4K
Scientech Research LLC2,720$256.1K
Jackson Wealth Management, LLC2,568$242.0K
Planned Solutions, Inc.2,530$238.2K
CenterStar Asset Management, LLC2,496$235.2K
Angeles Investment Advisors, LLC2,362$222.4K
Maltin Wealth Management, Inc.2,262$213.0K
Morris Retirement Advisors, LLC2,261$212.9K
United Bank2,242$211.1K
HFG Advisors, Inc.2,240$210.9K
Andra AP-fonden2,211$208.2K
AXS Investments LLC2,211$208.2K
BKM Wealth Management, LLC2,204$207.5K
180 Wealth Advisors, LLC2,191$206.3K
Coastwise Capital Group, LLC2,174$204.7K
Lifestyle Asset Management, Inc.2,172$204.5K
Baron Silver Stevens Financial Advisors, LLC2,159$203.3K
WSFS Capital Management, LLC2,148$202.2K
SignalPoint Asset Management, LLC2,147$202.2K
Perennial Investment Advisors, LLC2,056$193.6K
Royal Fund Management, LLC1,760$165.7K
Future Financial Wealth Managment LLC1,000$94.2K
Founders Capital Management962$90.6K
CoreFirst Bank & Trust661$62.2K
FRG Family Wealth Advisors LLC667$60.6K
LifeSteps Financial, Inc.621$58.5K
Vima LLC625$54.9K
Northwest Capital Management Inc475$44.7K
Harvest Fund Management Co., Ltd358$34.0K
Fernwood Investment Management, LLC350$33.0K
Hillsdale Investment Management Inc.260$24.5K
Northwest Investment Counselors, LLC225$21.2K
Horizon Bancorp Inc173$16.0K
TD Capital Management LLC140$13.2K
Oliver Lagore Vanvalin Investment Group118$11.1K
nVerses Capital, LLC100$9.42K
Mma Asset Management LLC81$7.63K
ICA Group Wealth Management, LLC75$7.06K
Financial Synergies Wealth Advisors, Inc.70$6.59K

Not filed for Q2 2024 yet (31)

Institutions that held Morgan Stanley at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG3,023,296$284.7M
Focused Investors Fund L P1,696,200$159.7M
Degroof Petercam Asset Management330,200$31.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund192,233$18.1M
Ziegler Capital Management, LLC94,467$8.89M
Zenyatta Capital Management LP35,000$3.30M
Wilbanks Smith & Thomas Asset Management LLC23,212$2.19M
Atlas Private Wealth Management21,824$2.05M
Grey Street Capital, LLC20,427$1.92M
Connectus Wealth, LLC19,695$1.85M
Executive Wealth Group LLC15,153$1.35M
Van Leeuwen & Company, LLC11,550$1.09M
InterOcean Capital Group, LLC10,289$968.8K
Steward Partners Investment Solutions, LLC6,725$633.2K
Cubic Asset Management, LLC6,296$592.8K
Cambridge Trust Co5,335$502.3K
American National Bank & Trust Co4,269$401.9K
Eudaimonia Partners, LLC3,677$346.3K
CWA Asset Management Group, LLC3,360$316.4K
Watts Gwilliam & Co., LLC3,055$303.6K
Cutler Group LP3,029$285.0K
Objective Capital Management, LLC3,013$283.7K
Oracle Alpha Inc.2,760$259.9K
Tactive Advisors, LLC2,700$254.2K
Highlander Capital Management, LLC2,600$244.8K
Pflug Koory, LLC2,424$228.2K
Shell Asset Management Co2,297$223.0K
Centurion Wealth Management LLC2,194$206.6K
Credential Qtrade Securities Inc.1,316$123.9K
FSA Wealth Management LLC492$46.4K
Norwood Financial Corp419$39.4K