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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 13,845 | $1.35M | 0.41% | −304−2.1% | Reduced |
| Hartford Funds Management Co LLC | 14,028 | $1.36M | 0.13% | +1,187+9.2% | Added |
| Central Pacific Bank - Trust Division | 14,106 | $1.37M | 0.16% | +2,909+26.0% | Added |
| Excalibur Management Corp | 14,113 | $1.37M | 0.56% | −61−0.4% | Reduced |
| Diligent Investors, LLC | 14,172 | $1.38M | 0.34% | +10+0.1% | Added |
| Bard Financial Services, Inc. | 14,305 | $1.39M | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 14,374 | $1.40M | 0.15% | +590+4.3% | Added |
| Tocqueville Asset Management L.P. | 14,625 | $1.42M | 0.02% | −214−1.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.43M | 0.49% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 14,714 | $1.43M | 0.21% | −856−5.5% | Reduced |
| GAMMA Investing LLC | 14,736 | $1.43M | 0.20% | +4,411+42.7% | Added |
| Maven Securities LTD | 14,778 | $1.44M | 0.22% | +14,778 | New |
| King Luther Capital Management Corp | 14,790 | $1.44M | 0.01% | +3,116+26.7% | Added |
| Hamilton Capital Partners Inc. | 14,807 | $1.44M | 0.15% | −5,630−27.5% | Reduced |
| NVWM, LLC | 14,816 | $1.44M | 0.38% | +868+6.2% | Added |
| LVW Advisors, LLC | 15,015 | $1.46M | 0.21% | +3,515+30.6% | Added |
| Somerset Trust Co | 15,028 | $1.46M | 0.60% | +191+1.3% | Added |
| Dynamic Advisor Solutions LLC | 15,033 | $1.46M | 0.05% | −1,262−7.7% | Reduced |
| Waterfront Wealth Inc. | 15,090 | $1.47M | 0.40% | +186+1.2% | Added |
| Cramer Rosenthal McGlynn LLC | 15,145 | $1.47M | 0.09% | −8,098−34.8% | Reduced |
| Snowden Capital Advisors LLC | 15,168 | $1.47M | 0.04% | −1,374−8.3% | Reduced |
| Courier Capital LLC | 15,172 | $1.47M | 0.12% | −200−1.3% | Reduced |
| Vise Technologies, Inc. | 15,207 | $1.48M | 0.26% | +1,680+12.4% | Added |
| SeaCrest Wealth Management, LLC | 15,269 | $1.48M | 0.17% | +127+0.8% | Added |
| Trust Asset Management LLC | 15,287 | $1.49M | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14,994 | $1.49M | 0.07% | +4,697+45.6% | Added |
| Northcape Wealth Management, LLC | 15,302 | $1.49M | 0.54% | −47−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 15,410 | $1.50M | 0.12% | +113+0.7% | Added |
| White Pine Capital LLC | 15,432 | $1.50M | 0.57% | +107+0.7% | Added |
| NBT Bank N A | 15,437 | $1.50M | 0.11% | +8,404+119.5% | Added |
| Chesapeake Wealth Management | 15,462 | $1.50M | 0.54% | −481−3.0% | Reduced |
| Boston Private Wealth LLC | 15,462 | $1.50M | 0.04% | −3,447−18.2% | Reduced |
| Chemung Canal Trust Co | 15,531 | $1.51M | 0.29% | 00.0% | Unchanged |
| Wintrust Investments LLC | 15,555 | $1.51M | 0.12% | −78−0.5% | Reduced |
| Leonteq Securities AG | 15,644 | $1.52M | 0.21% | +4,332+38.3% | Added |
| Vanguard Capital Wealth Advisors | 15,722 | $1.53M | 1.03% | +68+0.4% | Added |
| AMG National Trust Bank | 15,723 | $1.53M | 0.04% | +1,814+13.0% | Added |
| Concurrent Investment Advisors, LLC | 15,724 | $1.53M | 0.05% | +5,080+47.7% | Added |
| Mystic Asset Management, Inc. | 15,785 | $1.53M | 0.62% | −139−0.9% | Reduced |
| Global Financial Private Client, LLC | 15,846 | $1.54M | 0.64% | +14,882+1,543.8% | Added |
| Altrafin AG | 15,861 | $1.54M | 0.57% | −7,162−31.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,930 | $1.55M | 0.02% | −24−0.2% | Reduced |
| 1st Source Bank | 15,952 | $1.55M | 0.09% | +117+0.7% | Added |
| Ironwood Investment Counsel, LLC | 15,993 | $1.55M | 0.28% | +19+0.1% | Added |
| Foster & Motley Inc | 16,060 | $1.56M | 0.11% | −600−3.6% | Reduced |
| Decatur Capital Management, Inc. | 16,167 | $1.57M | 0.76% | +447+2.8% | Added |
| Smith, Salley & Associates | 16,207 | $1.58M | 0.11% | +378+2.4% | Added |
| Sumitomo Life Insurance Co | 16,207 | $1.58M | 0.04% | −2,094−11.4% | Reduced |
| Group One Trading, L.P. | 16,236 | $1.58M | 0.05% | +16,236 | New |
| Altman Advisors, Inc. | 16,330 | $1.59M | 0.90% | +68+0.4% | Added |
| Symmetry Partners, LLC | 16,365 | $1.59M | 0.08% | −588−3.5% | Reduced |
| Strategic Advisors LLC | 16,378 | $1.59M | 0.31% | −100−0.6% | Reduced |
| We Are One Seven, LLC | 16,397 | $1.59M | 0.08% | +999+6.5% | Added |
| South State Corp. | 16,447 | $1.60M | 0.12% | +5,590+51.5% | Added |
| Koshinski Asset Management, Inc. | 15,591 | $1.60M | 0.15% | +1,952+14.3% | Added |
| Trust Investment Advisors | 16,538 | $1.61M | 1.02% | −21−0.1% | Reduced |
| Eagle Asset Management Inc | 16,287 | $1.62M | 0.01% | +2,438+17.6% | Added |
| River Street Advisors LLC | 16,736 | $1.63M | 1.01% | +313+1.9% | Added |
| Mutual Advisors, LLC | 16,063 | $1.65M | 0.05% | +3,240+25.3% | Added |
| New England Research & Management, Inc. | 17,000 | $1.65M | 0.79% | −9,205−35.1% | Reduced |
| Bradley Foster & Sargent Inc | 17,041 | $1.66M | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 17,061 | $1.66M | 0.39% | −487−2.8% | Reduced |
| Donaldson Capital Management, LLC | 17,139 | $1.67M | 0.07% | −1,438−7.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $1.67M | 1.39% | −400−2.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,291 | $1.68M | 0.02% | +207+1.2% | Added |
| Insight Inv LLC | 17,307 | $1.68M | 1.45% | +130+0.8% | Added |
| Valeo Financial Advisors, LLC | 17,316 | $1.68M | 0.05% | −1,393−7.4% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.68M | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 17,353 | $1.69M | 0.02% | +124+0.7% | Added |
| IMC-Chicago, LLC | 17,398 | $1.69M | 0.05% | +17,398 | New |
| Allworth Financial LP | 16,586 | $1.69M | 0.01% | +2,914+21.3% | Added |
| TD Private Client Wealth LLC | 17,460 | $1.70M | 0.05% | −1,889−9.8% | Reduced |
| Two Sigma Investments, LP | 17,477 | $1.70M | 0.00% | −219,870−92.6% | Reduced |
| EP Wealth Advisors, LLC | 17,551 | $1.71M | 0.02% | +7,185+69.3% | Added |
| Wright Investors Service Inc | 17,568 | $1.71M | 0.45% | −5,390−23.5% | Reduced |
| Oak Asset Management, LLC | 17,593 | $1.71M | 0.63% | +235+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,619 | $1.71M | 0.03% | +9,459+115.9% | Added |
| Principal Securities, Inc. | 17,683 | $1.72M | 0.05% | +3,011+20.5% | Added |
| Perigon Wealth Management, LLC | 17,726 | $1.72M | 0.05% | +788+4.7% | Added |
| Howland Capital Management LLC | 17,743 | $1.72M | 0.08% | +365+2.1% | Added |
| Institute for Wealth Management, LLC. | 17,748 | $1.72M | 0.23% | +268+1.5% | Added |
| Horizon Investments, LLC | 18,231 | $1.76M | 0.05% | +187+1.0% | Added |
| Delphi Management Inc | 18,076 | $1.76M | 1.43% | −27−0.1% | Reduced |
| Abbot Financial Management, Inc. | 18,100 | $1.76M | 0.94% | −50−0.3% | Reduced |
| Profund Advisors LLC | 18,204 | $1.77M | 0.07% | −449−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 18,374 | $1.79M | 0.39% | +3,993+27.8% | Added |
| AIA Group Ltd | 18,410 | $1.79M | 0.05% | −15,188−45.2% | Reduced |
| J. Safra Sarasin Holding AG | 18,468 | $1.79M | 0.03% | +18,468 | New |
| Ashburton (Jersey) Ltd | 18,130 | $1.80M | 0.76% | +18,130 | New |
| Schechter Investment Advisors, LLC | 18,511 | $1.80M | 0.14% | +2,113+12.9% | Added |
| Clough Capital Partners L P | 18,550 | $1.80M | 0.20% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 18,580 | $1.81M | 0.12% | +1,368+7.9% | Added |
| Eisler Capital (US) LLC | 18,763 | $1.82M | 0.34% | +18,763 | New |
| Fundamentun, LLC | 18,857 | $1.83M | 0.15% | +1,097+6.2% | Added |
| Lakeview Capital Partners, LLC | 19,474 | $1.83M | 0.30% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 18,868 | $1.83M | 0.12% | +453+2.5% | Added |
| Hudson Canyon Capital Management | 18,979 | $1.84M | 1.25% | −1,835−8.8% | Reduced |
| Forum Financial Management, LP | 19,027 | $1.85M | 0.03% | +131+0.7% | Added |
| Chatham Capital Group, Inc. | 19,266 | $1.87M | 0.33% | +3,810+24.7% | Added |
| Covenant Asset Management, LLC | 19,412 | $1.89M | 0.42% | +73+0.4% | Added |