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 |
|---|---|---|---|---|---|
| Capital International Ltd | 27,352 | $2.66M | 0.12% | −534−1.9% | Reduced |
| Moody National Bank Trust Division | 27,465 | $2.67M | 0.21% | +1,005+3.8% | Added |
| Capstone Investment Advisors, LLC | 27,509 | $2.67M | 0.06% | +1,598+6.2% | Added |
| Americana Partners, LLC | 27,807 | $2.70M | 0.21% | +1,772+6.8% | Added |
| Arrow Financial Corp | 28,172 | $2.74M | 0.27% | +313+1.1% | Added |
| Epoch Investment Partners, Inc. | 28,204 | $2.74M | 0.01% | −149−0.5% | Reduced |
| Meyer Handelman Co | 28,242 | $2.74M | 0.10% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 28,285 | $2.75M | 0.26% | +23,501+491.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,638 | $2.78M | 0.14% | −4,503−13.6% | Reduced |
| Ritholtz Wealth Management | 28,646 | $2.78M | 0.09% | −4,440−13.4% | Reduced |
| V-Square Quantitative Management LLC | 28,893 | $2.81M | 0.46% | +12,793+79.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.82M | 0.03% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 29,300 | $2.85M | 0.94% | +10,000+51.8% | Added |
| K.J. Harrison & Partners Inc | 29,450 | $2.86M | 0.47% | −18,350−38.4% | Reduced |
| Salem Investment Counselors Inc | 29,542 | $2.87M | 0.09% | +92+0.3% | Added |
| Everence Capital Management Inc | 31,741 | $2.88M | 0.20% | 00.0% | Unchanged |
| Haverford Trust Co | 29,806 | $2.90M | 0.03% | +11,991+67.3% | Added |
| Stephens Inc | 29,877 | $2.90M | 0.04% | −68−0.2% | Reduced |
| Centiva Capital, LP | 29,888 | $2.90M | 0.14% | +29,888 | New |
| Equitable Holdings, Inc. | 29,945 | $2.91M | 0.03% | +1,209+4.2% | Added |
| Gifford Fong Associates | 30,000 | $2.92M | 0.77% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 30,398 | $2.95M | 0.09% | +316+1.1% | Added |
| Advisory Services Network, LLC | 30,696 | $2.98M | 0.06% | −416−1.3% | Reduced |
| National Asset Management, Inc. | 31,014 | $3.01M | 0.08% | +2,361+8.2% | Added |
| Frank, Rimerman Advisors LLC | 31,208 | $3.03M | 0.21% | +31,117+34,194.5% | Added |
| Morningstar Investment Management LLC | 31,216 | $3.03M | 0.32% | −5,384−14.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,222 | $3.03M | 0.04% | −1,123−3.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 31,436 | $3.06M | 0.15% | +1,207+4.0% | Added |
| Greenleaf Trust | 31,761 | $3.09M | 0.03% | +965+3.1% | Added |
| Infrastructure Capital Advisors, LLC | 31,847 | $3.10M | 0.43% | −6,359−16.6% | Reduced |
| Shelton Capital Management | 32,157 | $3.13M | 0.09% | −2,141−6.2% | Reduced |
| Abn Amro Investment Solutions | 32,214 | $3.13M | 0.06% | +11,701+57.0% | Added |
| Wetherby Asset Management Inc | 32,244 | $3.13M | 0.15% | −269−0.8% | Reduced |
| Savant Capital, LLC | 32,345 | $3.14M | 0.03% | +357+1.1% | Added |
| Hartline Investment Corp | 32,345 | $3.14M | 0.42% | +28,446+729.6% | Added |
| Raymond James Trust N.A. | 32,389 | $3.15M | 0.07% | −311−1.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,556 | $3.16M | 2.14% | −121−0.4% | Reduced |
| Clearstead Advisors, LLC | 32,629 | $3.17M | 0.05% | +26,955+475.1% | Added |
| Canandaigua National Bank & Trust Co | 32,674 | $3.18M | 0.34% | −2,592−7.3% | Reduced |
| First National Advisers, LLC | 32,715 | $3.18M | 0.58% | +16,160+97.6% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.19M | 1.25% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 32,965 | $3.20M | 1.10% | +12,255+59.2% | Added |
| S&CO Inc | 33,038 | $3.21M | 0.22% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 33,054 | $3.21M | 0.04% | −2,242−6.4% | Reduced |
| First Citizens Bank & Trust Co | 33,083 | $3.22M | 0.06% | +581+1.8% | Added |
| Community Trust & Investment Co | 33,129 | $3.22M | 0.22% | −1,523−4.4% | Reduced |
| Carret Asset Management, LLC | 33,146 | $3.22M | 0.38% | +692+2.1% | Added |
| Beacon Pointe Advisors, LLC | 33,328 | $3.24M | 0.04% | +194+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 33,330 | $3.24M | 0.33% | −2,912−8.0% | Reduced |
| Dana Investment Advisors, Inc. | 33,597 | $3.27M | 0.11% | +174+0.5% | Added |
| Loomis Sayles & Co L P | 33,625 | $3.27M | 0.00% | +7,838+30.4% | Added |
| Compagnie Lombard Odier SCmA | 33,750 | $3.28M | 0.06% | −375−1.1% | Reduced |
| Mattson Financial Services, LLC | 34,074 | $3.31M | 1.18% | +34,074 | New |
| Sculati Wealth Management, LLC | 34,358 | $3.34M | 1.43% | −655−1.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 34,500 | $3.35M | 0.51% | −83,110−70.7% | Reduced |
| KMG Fiduciary Partners, LLC | 34,595 | $3.36M | 0.33% | −624−1.8% | Reduced |
| Stonegate Investment Group, LLC | 34,625 | $3.37M | 0.10% | −1,391−3.9% | Reduced |
| Pitcairn Co | 34,748 | $3.38M | 0.21% | +887+2.6% | Added |
| Capital International Sarl | 34,869 | $3.39M | 0.10% | +1,201+3.6% | Added |
| Sigma Planning Corp | 35,030 | $3.40M | 0.11% | −4,649−11.7% | Reduced |
| Siemens Fonds Invest GmbH | 35,033 | $3.40M | 0.25% | +87+0.2% | Added |
| Axxcess Wealth Management, LLC | 35,265 | $3.43M | 0.09% | +5,679+19.2% | Added |
| First National Trust Co | 35,346 | $3.44M | 0.14% | −495−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 35,362 | $3.44M | 0.17% | +285+0.8% | Added |
| Shorepoint Capital Partners LLC | 35,433 | $3.44M | 0.81% | +1,190+3.5% | Added |
| MainStreet Investment Advisors LLC | 35,551 | $3.46M | 0.42% | −5,063−12.5% | Reduced |
| Sandy Cove Advisors, LLC | 35,719 | $3.47M | 1.55% | +215+0.6% | Added |
| NBC Securities, Inc. | 35,724 | $3.47M | 0.32% | +1,757+5.2% | Added |
| Alley Investment Management Company, LLC | 36,039 | $3.50M | 0.48% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36,148 | $3.51M | 0.16% | +996+2.8% | Added |
| Integrated Wealth Concepts LLC | 36,287 | $3.53M | 0.05% | +2,290+6.7% | Added |
| United Services Automobile Association | 36,708 | $3.57M | 0.09% | −2,658−6.8% | Reduced |
| Patten & Patten Inc | 36,886 | $3.58M | 0.25% | +52+0.1% | Added |
| Central Trust Co | 36,941 | $3.59M | 0.09% | −6,876−15.7% | Reduced |
| RNC Capital Management LLC | 36,978 | $3.59M | 0.20% | +2,308+6.7% | Added |
| Independent Advisor Alliance | 37,107 | $3.61M | 0.12% | +303+0.8% | Added |
| Occidental Asset Management, LLC | 37,443 | $3.64M | 0.64% | +1,453+4.0% | Added |
| Vestor Capital, LLC | 37,542 | $3.65M | 0.29% | −799−2.1% | Reduced |
| City Holding Co | 37,677 | $3.66M | 0.54% | +40+0.1% | Added |
| Citizens Financial Group Inc | 37,993 | $3.69M | 0.08% | +21,921+136.4% | Added |
| Neo Ivy Capital Management | 38,092 | $3.70M | 0.73% | +38,092 | New |
| Surience Private Wealth LLC | 38,161 | $3.71M | 4.77% | +38,161 | New |
| GLOBALT Investments LLC | 38,279 | $3.72M | 0.15% | −430−1.1% | Reduced |
| Financial Advisory Partners, LLC | 38,346 | $3.73M | 1.39% | −875−2.2% | Reduced |
| Engineers Gate Manager LP | 38,609 | $3.75M | 0.08% | +38,609 | New |
| Adell Harriman & Carpenter Inc | 38,820 | $3.77M | 0.29% | +2,600+7.2% | Added |
| Mayflower Financial Advisors, LLC | 38,922 | $3.78M | 0.62% | −578−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 39,812 | $3.87M | 0.03% | +1,566+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,823 | $3.87M | 0.10% | +70+0.2% | Added |
| Braun Stacey Associates Inc | 39,857 | $3.87M | 0.15% | −16,231−28.9% | Reduced |
| Highland Capital Management, LLC | 39,872 | $3.88M | 0.23% | −3,210−7.5% | Reduced |
| Vident Advisory, LLC | 39,950 | $3.88M | 0.11% | +23,197+138.5% | Added |
| Cypress Financial Planning LLC | 40,080 | $3.90M | 1.63% | −698−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 40,255 | $3.91M | 0.16% | +2,639+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 40,362 | $3.92M | 0.27% | −981−2.4% | Reduced |
| GTS Securities LLC | 40,576 | $3.94M | 0.08% | +36,860+991.9% | Added |
| Logan Capital Management Inc | 40,806 | $3.97M | 0.17% | −27,930−40.6% | Reduced |
| Roanoke Asset Management Corp | 41,033 | $3.99M | 1.32% | +200.0% | Added |
| Brasada Capital Management, LP | 39,083 | $4.02M | 0.71% | +10,664+37.5% | Added |
| Wolverine Trading, LLC | 41,401 | $4.02M | 0.07% | −22,294−35.0% | Reduced |