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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 206 | $20.0K | 0.00% | −3−1.4% | Reduced |
| Bare Financial Services, Inc | 199 | $20.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 239 | $23.7K | 0.01% | −65−21.4% | Reduced |
| ORG Partners LLC | 239 | $23.8K | 0.00% | +120+100.8% | Added |
| Ruedi Wealth Management, Inc. | 248 | $24.1K | 0.01% | +53+27.2% | Added |
| Wetzel Investment Advisors, Inc. | 259 | $24.4K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 246 | $24.4K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 254 | $24.7K | 0.01% | −1,015−80.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 255 | $24.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $24.9K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 257 | $25.0K | 0.01% | +257 | New |
| POM Investment Strategies, LLC | 262 | $25.5K | 0.02% | +241+1,147.6% | Added |
| Bank & Trust Co | 265 | $25.8K | 0.02% | +265 | New |
| Hilltop National Bank | 281 | $27.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 285 | $27.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $29.2K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $29.2K | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $29.2K | 0.01% | +300 | New |
| Byrne Asset Management LLC | 309 | $29.6K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 313 | $30.5K | 0.02% | +313 | New |
| Painted Porch Advisors LLC | 316 | $30.7K | 0.02% | +316 | New |
| Meeder Asset Management Inc | 317 | $30.8K | 0.00% | −4,153−92.9% | Reduced |
| West Branch Capital LLC | 318 | $30.9K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 338 | $32.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 345 | $33.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 349 | $33.9K | 0.03% | +349 | New |
| Raleigh Capital Management Inc. | 356 | $34.6K | 0.01% | +111+45.3% | Added |
| Essex Investment Management Co LLC | 363 | $35.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 367 | $35.7K | 0.00% | +32+9.6% | Added |
| Eagle Bay Advisors LLC | 368 | $35.7K | 0.02% | +5+1.4% | Added |
| Richardson Financial Services Inc. | 403 | $39.2K | 0.03% | +71+21.4% | Added |
| Fortitude Family Office, LLC | 418 | $40.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 419 | $40.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 433 | $42.1K | 0.02% | +433 | New |
| Creative Financial Designs Inc | 433 | $42.1K | 0.00% | +1+0.2% | Added |
| Provenance Wealth Advisors, LLC | 443 | $43.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 447 | $43.4K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 468 | $45.5K | 0.03% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 470 | $45.7K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 478 | $46.5K | 0.02% | −8−1.6% | Reduced |
| Financial Network Wealth Advisors LLC | 484 | $47.0K | 0.04% | +484 | New |
| Activest Wealth Management | 485 | $47.1K | 0.02% | +485 | New |
| Mark Sheptoff Financial Planning, LLC | 496 | $48.2K | 0.03% | +96+24.0% | Added |
| Union Savings Bank | 499 | $48.5K | 0.03% | +199+66.3% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $48.6K | 0.02% | −54−9.7% | Reduced |
| Sittner & Nelson, LLC | 510 | $49.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 512 | $49.8K | 0.00% | −98−16.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 516 | $50.2K | 0.01% | +17+3.4% | Added |
| Versant Capital Management, Inc | 517 | $50.2K | 0.01% | +512+10,240.0% | Added |
| Semmax Financial Advisors Inc. | 519 | $50.7K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 526 | $51.0K | 0.02% | +3+0.6% | Added |
| WR Wealth Planners, LLC | 541 | $52.6K | 0.02% | +106+24.4% | Added |
| MeadowBrook Investment Advisors LLC | 544 | $52.9K | 0.05% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 556 | $54.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $54.4K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 568 | $55.2K | 0.01% | +568 | New |
| Horrell Capital Management, Inc. | 583 | $57.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 587 | $57.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 588 | $57.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 600 | $58.3K | 0.01% | +10+1.7% | Added |
| Plante Moran Financial Advisors, LLC | 625 | $60.8K | 0.01% | +395+171.7% | Added |
| Wellington Shields & Co., LLC | 626 | $60.8K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 652 | $63.4K | 0.03% | −20,218−96.9% | Reduced |
| TSFG, LLC | 673 | $65.0K | 0.02% | +137+25.6% | Added |
| Cedar Wealth Management, LLC | 684 | $66.5K | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 715 | $69.5K | 0.03% | −420−37.0% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $70.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 722 | $70.0K | 0.01% | −5,243−87.9% | Reduced |
| Kozak & Associates, Inc. | 701 | $70.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 741 | $72.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 753 | $73.2K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 757 | $73.6K | 0.00% | +137+22.1% | Added |
| Tortoise Investment Management, LLC | 772 | $75.1K | 0.01% | +313+68.2% | Added |
| Rocky Mountain Advisers, LLC | 785 | $76.3K | 0.03% | +6+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 785 | $76.3K | 0.03% | +205+35.3% | Added |
| Park Circle Co | 800 | $77.8K | 0.08% | 00.0% | Unchanged |
| Aviso Financial Inc. | 825 | $80.2K | 0.00% | +825 | New |
| Riverview Trust Co | 841 | $81.7K | 0.08% | −581−40.9% | Reduced |
| Cypress Capital, LLC | 847 | $82.3K | 0.02% | +847 | New |
| Atticus Wealth Management, LLC | 855 | $83.1K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 858 | $83.4K | 0.02% | −85−9.0% | Reduced |
| SRS Capital Advisors, Inc. | 868 | $84.3K | 0.01% | +277+46.9% | Added |
| Colonial Trust Co | 872 | $84.8K | 0.01% | +69+8.6% | Added |
| Hanson & Doremus Investment Management | 877 | $85.0K | 0.01% | −148−14.4% | Reduced |
| Cedar Mountain Advisors, LLC | 879 | $85.5K | 0.02% | +5+0.6% | Added |
| Cranbrook Wealth Management, LLC | 890 | $86.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 891 | $86.6K | 0.00% | +6+0.7% | Added |
| Covestor Ltd | 898 | $87.0K | 0.06% | −511−36.3% | Reduced |
| JFS Wealth Advisors, LLC | 958 | $93.1K | 0.01% | −272−22.1% | Reduced |
| Bogart Wealth, LLC | 970 | $94.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 975 | $94.8K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 980 | $95.3K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $97.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $97.2K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $97.2K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $97.2K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,011 | $98.3K | 0.05% | −20−1.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,015 | $98.7K | 0.02% | +2+0.2% | Added |