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 |
|---|---|---|---|---|---|
| Cyrus J. Lawrence, LLC | 72,034 | $7.00M | 1.45% | +47+0.1% | Added |
| Burns J W & Co Inc | 72,272 | $7.02M | 0.95% | −2,282−3.1% | Reduced |
| Baugh & Associates, LLC | 69,156 | $7.03M | 3.65% | −3,345−4.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 75,659 | $7.07M | 0.92% | −9,830−11.5% | Reduced |
| Baxter Bros Inc | 73,224 | $7.12M | 0.93% | +4,502+6.6% | Added |
| Oliver Luxxe Assets LLC | 73,625 | $7.16M | 1.52% | +80.0% | Added |
| Allianz SE | 74,406 | $7.23M | 0.21% | −953−1.3% | Reduced |
| Quantinno Capital Management LP | 75,375 | $7.33M | 0.13% | +19,844+35.7% | Added |
| Westbourne Investment Advisors, Inc. | 76,312 | $7.42M | 2.69% | −130−0.2% | Reduced |
| Integrated Advisors Network LLC | 76,933 | $7.48M | 0.39% | +6,311+8.9% | Added |
| Hourglass Capital, LLC | 77,132 | $7.50M | 2.23% | −2,095−2.6% | Reduced |
| Greenwood Capital Associates LLC | 77,468 | $7.53M | 0.99% | +1,529+2.0% | Added |
| Avitas Wealth Management LLC | 77,570 | $7.54M | 1.10% | +319+0.4% | Added |
| Teza Capital Management LLC | 78,334 | $7.61M | 0.93% | +61,331+360.7% | Added |
| Principal Street Partners, LLC | 78,948 | $7.67M | 1.37% | −192−0.2% | Reduced |
| D.A. Davidson & Co. | 78,989 | $7.68M | 0.07% | −4,170−5.0% | Reduced |
| Core Alternative Capital | 79,283 | $7.71M | 1.54% | −11,264−12.4% | Reduced |
| Amica Mutual Insurance Co | 79,503 | $7.73M | 0.77% | 00.0% | Unchanged |
| Hartford Investment Management Co | 80,221 | $7.80M | 0.27% | −773−1.0% | Reduced |
| Toroso Investments, LLC | 80,311 | $7.81M | 0.11% | +20,083+33.3% | Added |
| SpiderRock Advisors, LLC | 80,348 | $7.81M | 0.21% | +22,285+38.4% | Added |
| Financial Counselors Inc | 80,925 | $7.87M | 0.13% | +4,809+6.3% | Added |
| Calamos Wealth Management LLC | 81,308 | $7.90M | 0.42% | −55,096−40.4% | Reduced |
| McGuire Investment Group, LLC | 81,695 | $7.94M | 1.14% | +350.0% | Added |
| Advocate Group LLC | 82,808 | $8.05M | 1.62% | +1,095+1.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 82,842 | $8.05M | 0.84% | +3,829+4.8% | Added |
| Rokos Capital Management LLP | 84,301 | $8.19M | 0.19% | −353,518−80.7% | Reduced |
| Omers Administration Corp | 84,553 | $8.22M | 0.08% | +84,553 | New |
| Fiduciary Alliance LLC | 82,515 | $8.22M | 1.33% | +5,751+7.5% | Added |
| Advisors Asset Management, Inc. | 84,722 | $8.23M | 0.16% | +936+1.1% | Added |
| Cornerstone Advisors, LLC | 84,800 | $8.24M | 0.33% | −5,400−6.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,867 | $8.25M | 0.03% | +84,867 | New |
| MBB Public Markets I LLC | 86,307 | $8.39M | 0.17% | +86,307 | New |
| Groupama Asset Managment | 88,667 | $8.62M | 0.18% | +10,192+13.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,353 | $8.65M | 0.04% | −153,773−63.0% | Reduced |
| Pacer Advisors, Inc. | 89,062 | $8.66M | 0.02% | +3,874+4.5% | Added |
| Nomura Holdings Inc | 90,138 | $8.76M | 0.06% | −174,947−66.0% | Reduced |
| Maryland State Retirement & Pension System | 90,489 | $8.79M | 0.16% | −1,351−1.5% | Reduced |
| Banque Pictet & Cie SA | 90,510 | $8.80M | 0.09% | +4,864+5.7% | Added |
| F/M Investments LLC | 90,989 | $8.86M | 0.32% | +90,989 | New |
| Lyell Wealth Management, LP | 91,524 | $8.90M | 0.85% | +7,270+8.6% | Added |
| American Assets Investment Management, LLC | 92,000 | $8.94M | 0.84% | 00.0% | Unchanged |
| Banco Santander, S.A. | 92,116 | $8.95M | 0.11% | −60.0% | Reduced |
| Brinker Capital Investments, LLC | 92,164 | $8.96M | 0.09% | −1,280−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 92,164 | $8.96M | 0.09% | −1,280−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 94,165 | $9.15M | 0.03% | −1,680−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 94,287 | $9.16M | 0.14% | −16,718−15.1% | Reduced |
| Kentucky Retirement Systems | 94,299 | $9.16M | 0.27% | −842−0.9% | Reduced |
| Howe & Rusling Inc | 94,370 | $9.17M | 0.84% | +1,496+1.6% | Added |
| Socorro Asset Management LP | 94,385 | $9.17M | 3.57% | −21,548−18.6% | Reduced |
| Twin Tree Management, LP | 94,502 | $9.18M | 0.27% | −462,230−83.0% | Reduced |
| Atria Investments LLC | 95,946 | $9.32M | 0.12% | +7,054+7.9% | Added |
| Centre Asset Management, LLC | 95,988 | $9.33M | 2.14% | +95,988 | New |
| Mizuho Securities USA LLC | 96,483 | $9.38M | 0.21% | +96,483 | New |
| Greystone Financial Group, LLC | 96,573 | $9.39M | 1.84% | −9,246−8.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 97,267 | $9.45M | 0.10% | −4,682−4.6% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.46M | 2.64% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 106,459 | $9.52M | 0.16% | +17,651+19.9% | Added |
| Kinneret Advisory, LLC | 98,195 | $9.54M | 0.92% | +16,286+19.9% | Added |
| DuPont Capital Management Corp | 98,741 | $9.60M | 0.84% | −13,931−12.4% | Reduced |
| Lighthouse Investment Partners, LLC | 98,806 | $9.60M | 0.54% | +98,806 | New |
| Scotia Capital Inc. | 99,643 | $9.68M | 0.06% | −51,553−34.1% | Reduced |
| Viking Fund Management LLC | 100,000 | $9.72M | 1.74% | −30,150−23.2% | Reduced |
| Gulf International Bank (UK) Ltd | 100,439 | $9.76M | 0.25% | −3,144−3.0% | Reduced |
| CTC LLC | 100,445 | $9.76M | 0.73% | −71,738−41.7% | Reduced |
| Eagle Capital Management LLC | 101,771 | $9.89M | 0.04% | −24,147−19.2% | Reduced |
| GWM Advisors LLC | 101,929 | $9.91M | 0.07% | +3,777+3.8% | Added |
| New Republic Capital, LLC | 102,202 | $9.93M | 4.99% | +99+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 102,353 | $9.95M | 0.66% | −302−0.3% | Reduced |
| Intact Investment Management Inc. | 102,400 | $9.95M | 0.37% | −16,400−13.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 102,686 | $9.98M | 0.02% | +26,190+34.2% | Added |
| Avantax Advisory Services, Inc. | 104,591 | $10.2M | 0.07% | +29,764+39.8% | Added |
| Level Four Advisory Services, LLC | 105,543 | $10.3M | 0.46% | +54,776+107.9% | Added |
| Oregon Public Employees Retirement Fund | 107,412 | $10.4M | 0.21% | +320+0.3% | Added |
| Elo Mutual Pension Insurance Co | 107,571 | $10.5M | 0.24% | −4,906−4.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108,235 | $10.5M | 0.04% | −16,765−13.4% | Reduced |
| Earnest Partners LLC | 108,362 | $10.5M | 0.05% | −707−0.6% | Reduced |
| Kestra Advisory Services, LLC | 110,924 | $10.6M | 0.06% | +14,591+15.1% | Added |
| BTC Capital Management, Inc. | 109,309 | $10.6M | 0.99% | −6,117−5.3% | Reduced |
| Element Capital Management LLC | 110,048 | $10.7M | 0.83% | +110,048 | New |
| Cresset Asset Management, LLC | 110,599 | $10.7M | 0.05% | +23,649+27.2% | Added |
| Svenska Handelsbanken AB (publ) | 114,745 | $10.8M | 3.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 111,229 | $10.8M | 0.15% | +6,389+6.1% | Added |
| Boston Common Asset Management, LLC | 111,429 | $10.8M | 0.28% | +3,142+2.9% | Added |
| Achmea Investment Management B.V. | 111,885 | $10.9M | 0.19% | −3,400−2.9% | Reduced |
| JustInvest LLC | 114,002 | $10.9M | 0.21% | +19,125+20.2% | Added |
| Capital Analysts, LLC | 112,806 | $11.0M | 0.48% | +3,788+3.5% | Added |
| AQR Capital Management LLC | 115,128 | $11.1M | 0.02% | +29,575+34.6% | Added |
| Nixon Peabody Trust Co | 114,916 | $11.2M | 0.99% | −1,049−0.9% | Reduced |
| Wealthfront Advisers LLC | 119,246 | $11.6M | 0.04% | +23,300+24.3% | Added |
| ING Groep NV | 119,678 | $11.6M | 0.07% | −1,885−1.6% | Reduced |
| Grassi Investment Management | 120,750 | $11.7M | 1.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 122,055 | $11.9M | 0.04% | −100.0% | Reduced |
| Aptus Capital Advisors, LLC | 123,940 | $12.0M | 0.23% | +29,323+31.0% | Added |
| CWM, LLC | 131,038 | $12.7M | 0.06% | +5,840+4.7% | Added |
| Greenwich Wealth Management LLC | 131,067 | $12.7M | 0.93% | −8,497−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,978 | $12.8M | 0.05% | −32,581−19.8% | Reduced |
| Oppenheimer & Co Inc | 132,844 | $12.9M | 0.20% | +2,064+1.6% | Added |
| Kestra Private Wealth Services, LLC | 133,393 | $13.0M | 0.26% | +11,236+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 133,701 | $13.0M | 0.11% | +20,883+18.5% | Added |