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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 19,548 | $1.90M | 0.01% | −148−0.8% | Reduced |
| Capital Markets Trading UK LLP | 19,594 | $1.90M | 1.40% | −2,398−10.9% | Reduced |
| Granger Management LLC | 19,600 | $1.90M | 0.32% | +5,631+40.3% | Added |
| Hoey Investments, Inc | 19,669 | $1.91M | 0.37% | −666−3.3% | Reduced |
| LGT Group Foundation | 19,713 | $1.92M | 0.03% | +522+2.7% | Added |
| Capital Investment Counsel, Inc | 19,783 | $1.92M | 0.29% | +500+2.6% | Added |
| Orbis Allan Gray Ltd | 19,800 | $1.92M | 0.01% | +19,800 | New |
| Harvest Investment Advisors, LLC | 19,806 | $1.92M | 1.42% | −123−0.6% | Reduced |
| Qsemble Capital Management, LP | 19,989 | $1.94M | 0.37% | +19,989 | New |
| Brown Financial Advisors | 20,143 | $1.96M | 0.87% | +20,143 | New |
| Y-Intercept (Hong Kong) Ltd | 20,179 | $1.96M | 0.11% | +20,179 | New |
| Rpo LLC | 20,371 | $1.98M | 2.99% | +20,371 | New |
| IFG Advisory, LLC | 20,381 | $1.98M | 0.13% | −208−1.0% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $1.99M | 1.24% | 00.0% | Unchanged |
| Asio Capital, LLC | 20,481 | $1.99M | 0.41% | −5,948−22.5% | Reduced |
| Am Investment Strategies LLC | 20,526 | $2.00M | 0.49% | +152+0.7% | Added |
| Trust Co of Toledo NA | 20,534 | $2.00M | 0.29% | +4,203+25.7% | Added |
| YHB Investment Advisors, Inc. | 20,561 | $2.00M | 0.17% | +38+0.2% | Added |
| Prospera Financial Services Inc | 20,755 | $2.02M | 0.06% | +119+0.6% | Added |
| Freedom Day Solutions, LLC | 20,794 | $2.02M | 0.68% | −125−0.6% | Reduced |
| Financial Advisory Service, Inc. | 20,848 | $2.03M | 0.18% | +574+2.8% | Added |
| DoubleLine ETF Adviser LP | 20,947 | $2.04M | 0.54% | −921−4.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,968 | $2.04M | 0.15% | +6,080+40.8% | Added |
| Regions Financial Corp | 21,169 | $2.06M | 0.02% | −1,066−4.8% | Reduced |
| StoneX Group Inc. | 21,240 | $2.06M | 0.16% | +2,158+11.3% | Added |
| Coastline Trust Co | 21,463 | $2.09M | 0.24% | −2,720−11.2% | Reduced |
| Steel Peak Wealth Management LLC | 21,486 | $2.09M | 0.10% | −73,452−77.4% | Reduced |
| Granite Group Advisors, LLC | 21,614 | $2.10M | 1.59% | −197−0.9% | Reduced |
| Cacti Asset Management LLC | 22,000 | $2.11M | 0.17% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 21,685 | $2.11M | 0.08% | +386+1.8% | Added |
| Resources Investment Advisors, LLC. | 21,707 | $2.11M | 0.03% | +8,819+68.4% | Added |
| Alaethes Wealth LLC | 21,744 | $2.11M | 0.87% | +510+2.4% | Added |
| Dynasty Wealth Management, LLC | 21,794 | $2.12M | 0.06% | +1,324+6.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.12M | 0.08% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 21,830 | $2.12M | 1.39% | +21,830 | New |
| Prudent Man Advisors, LLC | 21,933 | $2.13M | 0.75% | +930+4.4% | Added |
| Caldwell Trust Co | 22,125 | $2.15M | 0.24% | −344−1.5% | Reduced |
| Capital Investment Advisors, LLC | 22,126 | $2.15M | 0.05% | +3,405+18.2% | Added |
| PFG Investments, LLC | 22,372 | $2.17M | 0.16% | +245+1.1% | Added |
| NorthRock Partners, LLC | 22,432 | $2.18M | 0.08% | +1,224+5.8% | Added |
| Leavell Investment Management, Inc. | 22,451 | $2.18M | 0.12% | +1,175+5.5% | Added |
| Sowell Financial Services LLC | 22,720 | $2.21M | 0.11% | −212−0.9% | Reduced |
| Nebula Research & Development LLC | 22,755 | $2.21M | 0.36% | +22,755 | New |
| La Banque Postale Asset Management SA | 23,040 | $2.24M | 0.09% | +23,040 | New |
| Vestcor Inc | 23,126 | $2.25M | 0.08% | −22,700−49.5% | Reduced |
| Richard P Slaughter Associates Inc | 23,240 | $2.26M | 0.53% | −7,413−24.2% | Reduced |
| Wolff Wiese Magana LLC | 23,333 | $2.27M | 1.80% | −69−0.3% | Reduced |
| TCTC Holdings, LLC | 23,372 | $2.27M | 0.08% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 23,501 | $2.28M | 0.44% | −26,602−53.1% | Reduced |
| Insigneo Advisory Services, LLC | 24,820 | $2.29M | 0.26% | +12,344+98.9% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.29M | 0.88% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 23,555 | $2.29M | 0.27% | +41+0.2% | Added |
| Capital Asset Advisory Services LLC | 22,787 | $2.34M | 0.13% | +1,582+7.5% | Added |
| Burney Co | 24,246 | $2.36M | 0.09% | +2,675+12.4% | Added |
| Baldwin Investment Management, LLC | 24,380 | $2.37M | 0.32% | −997−3.9% | Reduced |
| Simplicity Wealth,LLC | 24,414 | $2.37M | 0.05% | +941+4.0% | Added |
| Bleakley Financial Group, LLC | 24,501 | $2.38M | 0.07% | +926+3.9% | Added |
| Signaturefd, LLC | 24,553 | $2.39M | 0.05% | +1,419+6.1% | Added |
| Venture Visionary Partners LLC | 24,558 | $2.39M | 0.11% | +1,472+6.4% | Added |
| Northeast Investment Management | 24,589 | $2.39M | 0.11% | −285−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 24,629 | $2.39M | 0.08% | +5,216+26.9% | Added |
| International Assets Investment Management, LLC | 817,081 | $2.40M | 0.23% | −91,317−10.1% | Reduced |
| HTLF Bank | 24,686 | $2.40M | 0.27% | −958−3.7% | Reduced |
| Glass Wealth Management Co LLC | 24,695 | $2.40M | 1.40% | +865+3.6% | Added |
| BOK Financial Private Wealth, Inc. | 24,709 | $2.40M | 0.17% | −278−1.1% | Reduced |
| Palisade Asset Management, LLC | 24,721 | $2.40M | 0.25% | −6,404−20.6% | Reduced |
| Stolper Co | 24,788 | $2.41M | 0.85% | +210+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,864 | $2.42M | 0.10% | +2,418+10.8% | Added |
| Texas Yale Capital Corp. | 24,880 | $2.42M | 0.12% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 25,001 | $2.43M | 0.17% | +10.0% | Added |
| HCR Wealth Advisors | 25,096 | $2.44M | 0.35% | −274−1.1% | Reduced |
| Community Bank, N.A. | 25,170 | $2.45M | 0.32% | +461+1.9% | Added |
| Culbertson A N & Co Inc | 25,290 | $2.46M | 0.43% | −2,000−7.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,341 | $2.46M | 0.14% | −987−3.7% | Reduced |
| Cary Street Partners Asset Management LLC | 25,381 | $2.47M | 0.36% | +4,876+23.8% | Added |
| Paradigm Asset Management Co LLC | 25,400 | $2.47M | 0.69% | +10,500+70.5% | Added |
| Hunter Associates Investment Management LLC | 25,402 | $2.47M | 0.42% | −126−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 25,539 | $2.48M | 0.18% | +7,153+38.9% | Added |
| Stratos Wealth Partners, LTD. | 25,574 | $2.49M | 0.04% | −508−1.9% | Reduced |
| Fidelis Capital Partners, LLC | 27,019 | $2.49M | 0.35% | +448+1.7% | Added |
| Bouvel Investment Partners, LLC | 25,771 | $2.50M | 0.97% | −102−0.4% | Reduced |
| Gotham Asset Management, LLC | 25,776 | $2.51M | 0.03% | +249+1.0% | Added |
| Clear Rock Advisors, LLC | 25,783 | $2.51M | 1.07% | +563+2.2% | Added |
| KCM Investment Advisors LLC | 25,816 | $2.51M | 0.09% | −1,840−6.7% | Reduced |
| LMCG Investments, LLC | 25,862 | $2.51M | 0.15% | +782+3.1% | Added |
| Fulton Bank, N.A. | 25,978 | $2.52M | 0.10% | +1,273+5.2% | Added |
| Gries Financial LLC | 25,995 | $2.53M | 0.52% | +397+1.6% | Added |
| Dimension Capital Management LLC | 26,270 | $2.55M | 0.52% | −4,126−13.6% | Reduced |
| Next Level Private LLC | 26,303 | $2.56M | 1.17% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 26,351 | $2.56M | 0.60% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $2.56M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 26,393 | $2.56M | 0.03% | +2,969+12.7% | Added |
| Transcend Wealth Collective, LLC | 26,440 | $2.57M | 0.19% | +1,069+4.2% | Added |
| SYSTM Wealth Solutions LLC | 26,625 | $2.59M | 0.58% | −6,872−20.5% | Reduced |
| SevenBridge Financial Group, LLC | 27,974 | $2.60M | 0.58% | +137+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 26,798 | $2.60M | 0.04% | −3,701−12.1% | Reduced |
| Skopos Labs, Inc. | 28,002 | $2.62M | 1.13% | 00.0% | Unchanged |
| Lipe & Dalton | 27,020 | $2.63M | 1.41% | −198−0.7% | Reduced |
| Diversified Trust Co | 27,103 | $2.63M | 0.07% | +18,154+202.9% | Added |
| Harbor Capital Advisors, Inc. | 27,174 | $2.64M | 0.20% | +51+0.2% | Added |