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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 41,791 | $4.06M | 0.25% | +41,791 | New |
| Stock Yards Bank & Trust Co | 42,162 | $4.10M | 0.14% | −487−1.1% | Reduced |
| Veriti Management LLC | 42,854 | $4.17M | 0.26% | +10,990+34.5% | Added |
| Hodges Capital Management Inc. | 43,539 | $4.23M | 0.28% | +1,543+3.7% | Added |
| Cullinan Associates Inc | 43,799 | $4.26M | 0.24% | +8,579+24.4% | Added |
| Empirical Finance, LLC | 44,150 | $4.29M | 0.27% | −4,221−8.7% | Reduced |
| Lincluden Management Ltd | 44,295 | $4.30M | 0.52% | −117−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 44,312 | $4.31M | 0.44% | +1,634+3.8% | Added |
| CAPROCK Group, Inc. | 44,336 | $4.31M | 0.18% | +25,169+131.3% | Added |
| Norinchukin Bank, The | 44,378 | $4.31M | 0.12% | +152+0.3% | Added |
| SkyOak Wealth, LLC | 44,571 | $4.33M | 1.01% | −814−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,635 | $4.34M | 1.01% | +1,005+2.3% | Added |
| Linscomb & Williams, Inc. | 44,700 | $4.34M | 0.22% | −74−0.2% | Reduced |
| Torray LLC | 44,836 | $4.36M | 0.65% | +213+0.5% | Added |
| Van Hulzen Asset Management, LLC | 45,529 | $4.42M | 0.30% | −7,242−13.7% | Reduced |
| Empowered Funds, LLC | 45,747 | $4.45M | 0.08% | +10,765+30.8% | Added |
| Alpha DNA Investment Management LLC | 46,207 | $4.49M | 2.55% | +23,387+102.5% | Added |
| First National Bank of Omaha | 46,290 | $4.50M | 0.30% | +11,119+31.6% | Added |
| Cito Capital Group, LLC | 46,355 | $4.50M | 1.75% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 45,686 | $4.51M | 0.08% | +40,355+757.0% | Added |
| Trajan Wealth LLC | 46,455 | $4.51M | 0.29% | −254−0.5% | Reduced |
| Summit Financial, LLC | 46,468 | $4.52M | 0.21% | +18,829+68.1% | Added |
| Institutional & Family Asset Management, LLC | 46,631 | $4.53M | 0.69% | −1,291−2.7% | Reduced |
| NEOS Investment Management LLC | 46,646 | $4.53M | 0.19% | +14,940+47.1% | Added |
| Sequoia Financial Advisors, LLC | 46,784 | $4.55M | 0.05% | +3,690+8.6% | Added |
| HB Wealth Management, LLC | 47,211 | $4.59M | 0.05% | +2,658+6.0% | Added |
| First Manhattan Co | 47,576 | $4.62M | 0.01% | −144−0.3% | Reduced |
| Simon Quick Advisors, LLC | 47,610 | $4.63M | 0.33% | +1,182+2.5% | Added |
| Joel Isaacson & Co., LLC | 47,834 | $4.65M | 0.24% | +193+0.4% | Added |
| Glenview Trust Co | 47,873 | $4.65M | 0.09% | −1,301−2.6% | Reduced |
| Tiaa Trust, National Association | 47,996 | $4.66M | 0.01% | −210−0.4% | Reduced |
| Vinva Investment Management Ltd | 48,986 | $4.69M | 0.24% | +10,604+27.6% | Added |
| Elk River Wealth Management, LLC | 48,576 | $4.72M | 0.92% | +432+0.9% | Added |
| Jupiter Wealth Management LLC | 45,928 | $4.74M | 2.51% | −1,680−3.5% | Reduced |
| Ballentine Partners, LLC | 49,215 | $4.78M | 0.09% | +148+0.3% | Added |
| Intech Investment Management LLC | 49,351 | $4.80M | 0.06% | −25,193−33.8% | Reduced |
| Ameritas Investment Partners, Inc. | 49,625 | $4.82M | 0.17% | +90.0% | Added |
| Verition Fund Management LLC | 50,333 | $4.89M | 0.04% | +18,119+56.2% | Added |
| Tower Research Capital LLC (TRC) | 50,887 | $4.95M | 0.08% | +10,878+27.2% | Added |
| Cyndeo Wealth Partners, LLC | 51,143 | $4.97M | 0.39% | +10,378+25.5% | Added |
| Investment Management Corp of Ontario | 51,253 | $4.98M | 0.13% | +7,500+17.1% | Added |
| Parallel Advisors, LLC | 51,499 | $5.01M | 0.13% | −1,688−3.2% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.01M | 0.78% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 51,824 | $5.04M | 0.17% | −466−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 51,826 | $5.04M | 0.12% | +1,600+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 51,958 | $5.05M | 0.05% | −23,787−31.4% | Reduced |
| Rakuten Investment Management, Inc. | 52,939 | $5.07M | 0.03% | +19,440+58.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,663 | $5.12M | 1.65% | −210−0.4% | Reduced |
| Trifecta Capital Advisors, LLC | 52,749 | $5.13M | 1.13% | −355−0.7% | Reduced |
| Foundations Investment Advisors, LLC | 52,770 | $5.13M | 0.12% | −3,861−6.8% | Reduced |
| Moran Wealth Management, LLC | 52,838 | $5.14M | 0.17% | +52,838 | New |
| Atria Wealth Solutions, Inc. | 52,959 | $5.15M | 0.06% | −3,071−5.5% | Reduced |
| Balyasny Asset Management LLC | 53,020 | $5.15M | 0.01% | −43,360−45.0% | Reduced |
| Massmutual Trust Co FSB | 53,393 | $5.19M | 0.16% | −4,040−7.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 54,052 | $5.25M | 0.11% | +3,525+7.0% | Added |
| Old Second National Bank of Aurora | 54,255 | $5.27M | 1.35% | −1,030−1.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,422 | $5.29M | 0.08% | −52,750−49.2% | Reduced |
| Synovus Financial Corp | 54,734 | $5.32M | 0.07% | −1,348−2.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 54,966 | $5.34M | 0.09% | +6,933+14.4% | Added |
| Tradewinds, LLC. | 55,152 | $5.36M | 1.65% | +55,152 | New |
| Huntington National Bank | 55,676 | $5.41M | 0.04% | +2,356+4.4% | Added |
| Seven Eight Capital, LP | 55,705 | $5.41M | 0.57% | +55,705 | New |
| Geller Advisors LLC | 56,352 | $5.48M | 0.41% | −94−0.2% | Reduced |
| Aureus Asset Management, LLC | 56,542 | $5.50M | 0.38% | −328−0.6% | Reduced |
| Assenagon Asset Management S.A. | 56,765 | $5.52M | 0.01% | −2,645−4.5% | Reduced |
| First Hawaiian Bank | 57,261 | $5.57M | 0.19% | +965+1.7% | Added |
| AlTi Global, Inc. | 57,387 | $5.58M | 0.15% | −24,142−29.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,680 | $5.61M | 0.01% | −1,465,435−96.2% | Reduced |
| HighPoint Advisor Group LLC | 54,050 | $5.61M | 0.33% | +16,547+44.1% | Added |
| Coldstream Capital Management Inc | 58,275 | $5.66M | 0.14% | +1,215+2.1% | Added |
| Xcel Wealth Management, LLC | 58,275 | $5.66M | 1.77% | −670−1.1% | Reduced |
| Becker Capital Management Inc | 58,606 | $5.70M | 0.20% | −288−0.5% | Reduced |
| Cunning Capital Partners, LP | 58,878 | $5.72M | 3.26% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 59,735 | $5.81M | 0.44% | +6,749+12.7% | Added |
| New Mexico Educational Retirement Board | 63,710 | $6.19M | 0.22% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 63,906 | $6.21M | 0.25% | −11,915−15.7% | Reduced |
| Heritage Trust Co | 64,694 | $6.29M | 0.83% | +2,320+3.7% | Added |
| Interval Partners, LP | 64,703 | $6.29M | 0.18% | +64,703 | New |
| Ci Investments Inc. | 64,881 | $6.31M | 0.02% | +488+0.8% | Added |
| Strategic Financial Concepts, LLC | 52,591 | $6.34M | 0.02% | +52,591 | New |
| White Pine Investment CO | 65,287 | $6.34M | 1.86% | −11,507−15.0% | Reduced |
| Lido Advisors, LLC | 65,487 | $6.36M | 0.05% | +3,213+5.2% | Added |
| Iowa State Bank | 65,720 | $6.39M | 1.41% | +1,305+2.0% | Added |
| DCM Advisors, LLC | 65,857 | $6.40M | 3.38% | −8,091−10.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 66,119 | $6.43M | 1.67% | +66,119 | New |
| Thrivent Financial for Lutherans | 66,374 | $6.45M | 0.01% | −591,013−89.9% | Reduced |
| Albion Financial Group | 66,531 | $6.47M | 0.49% | −1,150−1.7% | Reduced |
| Leuthold Group, LLC | 66,828 | $6.50M | 0.75% | +66,828 | New |
| Flputnam Investment Management Co | 66,851 | $6.50M | 0.12% | +1,241+1.9% | Added |
| TownSquare Capital, LLC | 67,569 | $6.57M | 0.09% | +4,684+7.4% | Added |
| Carlson Capital L P | 67,600 | $6.57M | 1.03% | +28,100+71.1% | Added |
| Montag A & Associates Inc | 68,026 | $6.61M | 0.33% | −8,026−10.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 68,631 | $6.67M | 0.00% | −5,146,784−98.7% | Reduced |
| Hennessy Advisors Inc | 69,500 | $6.75M | 0.26% | −3,200−4.4% | Reduced |
| Liontrust Investment Partners LLP | 70,000 | $6.80M | 0.10% | −23,000−24.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,500 | $6.85M | 0.04% | +15,370+27.9% | Added |
| Louisiana State Employees Retirement System | 70,800 | $6.88M | 0.13% | −2,100−2.9% | Reduced |
| German American Bancorp, Inc. | 71,682 | $6.97M | 0.80% | +1,334+1.9% | Added |
| Securian Asset Management, Inc | 71,954 | $6.99M | 0.20% | −1,834−2.5% | Reduced |
| Private Advisor Group, LLC | 71,997 | $7.00M | 0.05% | −27,161−27.4% | Reduced |