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, Q2 2024
Institutional positions in Morgan Stanley as of Jun 30, 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
- 1,829
- +61 vs. Q1 2024
- Shares held
- 1.35B
- −2.97M (−0.2%) vs. Q1 2024
- Total value
- $131.2B
- +$3.88B (+3.0%) vs. Q1 2024
- New holders
- 168
- 741 more added
- Sold out
- 107
- 658 more reduced
31 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glaxis Capital Management, LLC | 10,000 | $971.9K | 1.69% | +5,000+100.0% | Added |
| Terry L. Blaker | 10,053 | $977.1K | 0.04% | +1,055+11.7% | Added |
| Triangle Securities Wealth Management | 10,168 | $988.2K | 0.28% | −44−0.4% | Reduced |
| Gibraltar Capital Management, Inc. | 10,192 | $990.6K | 0.45% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,223 | $993.5K | 0.53% | −1,178−10.3% | Reduced |
| Stratos Wealth Advisors, LLC | 10,238 | $995.0K | 0.05% | +7+0.1% | Added |
| Trust Point Inc. | 10,372 | $1.01M | 0.08% | −299−2.8% | Reduced |
| Jump Financial, LLC | 10,388 | $1.01M | 0.02% | −696−6.3% | Reduced |
| Pensionmark Financial Group, LLC | 10,389 | $1.01M | 0.06% | +10,389 | New |
| Mather Group, LLC. | 10,823 | $1.02M | 0.01% | +1,345+14.2% | Added |
| Kingswood Wealth Advisors, LLC | 10,515 | $1.02M | 0.09% | +52+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,530 | $1.02M | 0.23% | +7+0.1% | Added |
| Paloma Partners Management Co | 10,560 | $1.03M | 0.09% | −12,931−55.0% | Reduced |
| Lee Financial Co | 10,634 | $1.03M | 0.17% | −5,665−34.8% | Reduced |
| Premier Path Wealth Partners, LLC | 10,635 | $1.03M | 0.18% | −2,152−16.8% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.04M | 0.81% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 10,743 | $1.04M | 0.14% | −560−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 10,745 | $1.04M | 0.05% | +673+6.7% | Added |
| First Horizon Advisors, Inc. | 10,757 | $1.05M | 0.03% | +1,182+12.3% | Added |
| Wedmont Private Capital | 10,074 | $1.05M | 0.07% | +1,594+18.8% | Added |
| Venturi Wealth Management, LLC | 10,793 | $1.05M | 0.06% | +240+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 10,822 | $1.05M | 0.08% | +151+1.4% | Added |
| Diversify Advisory Services, LLC | 10,412 | $1.07M | 0.06% | +92+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 10,994 | $1.07M | 0.02% | −4,904−30.8% | Reduced |
| Quadcap Wealth Management, LLC | 11,033 | $1.07M | 0.19% | −383−3.4% | Reduced |
| Peoples Financial Services Corp. | 11,056 | $1.07M | 0.49% | −726−6.2% | Reduced |
| Washington Trust Co | 11,080 | $1.08M | 0.04% | −432−3.8% | Reduced |
| Qtron Investments LLC | 11,169 | $1.09M | 0.16% | −2,234−16.7% | Reduced |
| NewEdge Wealth, LLC | 11,184 | $1.09M | 0.02% | −1,994−15.1% | Reduced |
| AE Wealth Management LLC | 11,242 | $1.09M | 0.01% | +3,484+44.9% | Added |
| Jones Financial Companies LLLP | 11,263 | $1.09M | 0.00% | +8,214+269.4% | Added |
| Cape Ann Savings Bank | 11,268 | $1.10M | 0.68% | −245−2.1% | Reduced |
| Parsons Capital Management Inc | 11,293 | $1.10M | 0.07% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 11,300 | $1.10M | 0.72% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 11,358 | $1.10M | 0.43% | +863+8.2% | Added |
| Buffington Mohr McNeal | 11,375 | $1.11M | 0.19% | 00.0% | Unchanged |
| Spire Wealth Management | 11,379 | $1.11M | 0.04% | −4,598−28.8% | Reduced |
| Brighton Jones LLC | 11,381 | $1.11M | 0.04% | −266−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 11,400 | $1.11M | 0.01% | −358−3.0% | Reduced |
| Wedbush Securities Inc | 11,397 | $1.11M | 0.04% | −11,380−50.0% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.11M | 0.27% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 11,405 | $1.11M | 0.53% | +364+3.3% | Added |
| Relyea Zuckerberg Hanson LLC | 11,415 | $1.11M | 0.19% | −222−1.9% | Reduced |
| Zullo Investment Group, Inc. | 11,485 | $1.12M | 0.49% | −159−1.4% | Reduced |
| Old National Bancorp | 11,498 | $1.12M | 0.03% | −1,074−8.5% | Reduced |
| Mint Tower Capital Management B.V. | 11,500 | $1.12M | 0.44% | +11,500 | New |
| Compton Wealth Advisory Group, LLC | 11,552 | $1.12M | 0.30% | −242−2.1% | Reduced |
| Merit Financial Group, LLC | 11,589 | $1.13M | 0.02% | −4,409−27.6% | Reduced |
| Principle Wealth Partners LLC | 11,644 | $1.13M | 0.09% | +40.0% | Added |
| LM Advisors LLC | 11,721 | $1.14M | 0.00% | −8,400−41.7% | Reduced |
| Berkshire Asset Management LLC | 11,796 | $1.15M | 0.06% | +514+4.6% | Added |
| SageView Advisory Group, LLC | 11,802 | $1.15M | 0.05% | +11,212+1,900.3% | Added |
| Longfellow Investment Management Co LLC | 11,873 | $1.15M | 0.29% | +81+0.7% | Added |
| Delta Asset Management LLC | 11,902 | $1.16M | 0.10% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,044 | $1.17M | 0.03% | −1,193−9.0% | Reduced |
| DRW Securities, LLC | 12,094 | $1.18M | 0.07% | +7,088+141.6% | Added |
| Golden State Equity Partners | 12,128 | $1.18M | 0.25% | +12,128 | New |
| Westpac Banking Corp | 12,142 | $1.18M | 0.09% | +858+7.6% | Added |
| Lansing Street Advisors | 12,181 | $1.18M | 0.49% | +173+1.4% | Added |
| Trust Co of Vermont | 12,192 | $1.18M | 0.06% | −129−1.0% | Reduced |
| Cigna Investments Inc | 12,225 | $1.19M | 0.22% | −208−1.7% | Reduced |
| Viewpoint Capital Management LLC | 12,319 | $1.20M | 0.73% | +104+0.9% | Added |
| Quent Capital, LLC | 12,359 | $1.20M | 0.13% | −104−0.8% | Reduced |
| Convergence Investment Partners, LLC | 12,362 | $1.20M | 0.35% | −3,828−23.6% | Reduced |
| Investors Research Corp | 12,416 | $1.21M | 0.28% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,426 | $1.21M | 0.05% | +7,350+144.8% | Added |
| EverSource Wealth Advisors, LLC | 11,787 | $1.22M | 0.08% | +115+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,550 | $1.22M | 0.01% | +12,064+2,482.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.22M | 0.38% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,664 | $1.23M | 0.10% | +12,664 | New |
| Umpqua Bank | 12,693 | $1.23M | 0.48% | +246+2.0% | Added |
| Panagora Asset Management Inc | 12,717 | $1.24M | 0.01% | −12−0.1% | Reduced |
| Avestar Capital, LLC | 12,759 | $1.24M | 0.14% | +1,775+16.2% | Added |
| Atomi Financial Group, Inc. | 12,786 | $1.24M | 0.09% | +5,891+85.4% | Added |
| Clarius Group, LLC | 12,881 | $1.25M | 0.09% | −415−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,887 | $1.25M | 0.09% | +511+4.1% | Added |
| Strategy Asset Managers LLC | 14,702 | $1.26M | 0.28% | +10,249+230.2% | Added |
| Avalon Trust Co | 13,000 | $1.26M | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13,054 | $1.27M | 0.04% | +2,170+19.9% | Added |
| Verdence Capital Advisors LLC | 13,103 | $1.27M | 0.11% | +403+3.2% | Added |
| Concord Asset Management, LLC | 13,118 | $1.27M | 0.32% | +1,112+9.3% | Added |
| Argus Investors' Counsel, Inc. | 13,180 | $1.28M | 0.79% | −2,100−13.7% | Reduced |
| J.W. Cole Advisors, Inc. | 13,224 | $1.29M | 0.06% | −378−2.8% | Reduced |
| PGGM Investments | 13,243 | $1.29M | 0.02% | +3,410+34.7% | Added |
| Quadrant Capital Group LLC | 13,258 | $1.29M | 0.10% | +10.0% | Added |
| TLWM | 13,271 | $1.29M | 0.28% | +51+0.4% | Added |
| Quest Partners LLC | 13,348 | $1.30M | 0.18% | +13,348 | New |
| Parkside Financial Bank & Trust | 13,349 | $1.30M | 0.20% | −167−1.2% | Reduced |
| Centaurus Financial, Inc. | 13,377 | $1.30M | 0.09% | −1,651−11.0% | Reduced |
| Long Run Wealth Advisors, LLC | 13,437 | $1.31M | 0.33% | −225−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,445 | $1.31M | 0.04% | +3,273+32.2% | Added |
| Systematic Financial Management LP | 13,500 | $1.31M | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,531 | $1.32M | 0.03% | −1,252−8.5% | Reduced |
| Concord Wealth Partners | 13,572 | $1.32M | 0.23% | +1,074+8.6% | Added |
| Interchange Capital Partners, LLC | 13,585 | $1.32M | 0.49% | +11,175+463.7% | Added |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.32M | 0.13% | +543+4.2% | Added |
| Garner Asset Management Corp | 13,703 | $1.33M | 0.65% | +1,080+8.6% | Added |
| Capital Investment Advisory Services, LLC | 13,729 | $1.33M | 0.14% | −86−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,764 | $1.34M | 0.09% | +716+5.5% | Added |
| Krilogy Financial LLC | 13,835 | $1.34M | 0.10% | +118+0.9% | Added |