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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 1,021 | $99.2K | 0.01% | −393−27.8% | Reduced |
| Creekmur Asset Management LLC | 1,027 | $99.8K | 0.03% | −39−3.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,029 | $100.0K | 0.05% | −15−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,041 | $101.2K | 0.02% | +2+0.2% | Added |
| Dakota Community Bank & Trust NA | 1,042 | $101.3K | 0.54% | +180+20.9% | Added |
| Y.D. More Investments Ltd | 1,045 | $101.5K | 0.01% | +665+175.0% | Added |
| Sound Income Strategies, LLC | 1,045 | $101.6K | 0.01% | −2−0.2% | Reduced |
| PSI Advisors, LLC | 1,068 | $103.8K | 0.03% | +50+4.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,081 | $105.0K | 0.03% | +485+81.4% | Added |
| General Partner, Inc. | 1,107 | $107.6K | 0.07% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 1,111 | $108.0K | 0.09% | +1,111 | New |
| MV Capital Management, Inc. | 1,121 | $109.0K | 0.01% | +83+8.0% | Added |
| Jamison Private Wealth Management, Inc. | 1,122 | $109.0K | 0.02% | +257+29.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,130 | $109.8K | 0.04% | +260+29.9% | Added |
| First Financial Corp | 1,179 | $114.6K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,156 | $114.6K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,182 | $114.9K | 0.01% | −73−5.8% | Reduced |
| Compass Wealth Management LLC | 1,184 | $115.1K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,200 | $117.0K | 0.05% | +1,200 | New |
| Coppell Advisory Solutions LLC | 1,206 | $117.2K | 0.02% | +1,206 | New |
| West Paces Advisors Inc. | 1,210 | $117.6K | 0.03% | −73−5.7% | Reduced |
| Resources Management Corp | 1,215 | $118.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,253 | $121.7K | 0.02% | −89−6.6% | Reduced |
| Knuff & Co LLC | 1,270 | $123.4K | 0.04% | −100−7.3% | Reduced |
| Tobam | 1,335 | $130.0K | 0.02% | +617+85.9% | Added |
| Piscataqua Savings Bank | 1,338 | $130.0K | 0.12% | −200−13.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,341 | $130.3K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $131.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,391 | $135.0K | 0.07% | +56+4.2% | Added |
| Roble, Belko & Company, Inc | 1,405 | $137.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,430 | $139.0K | 0.03% | −774−35.1% | Reduced |
| Gleason Group, Inc. | 1,460 | $141.9K | 0.03% | +12+0.8% | Added |
| Redwood Wealth Management Group, LLC | 1,467 | $142.6K | 0.11% | +1,467 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $146.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,523 | $148.1K | 0.02% | −41−2.6% | Reduced |
| Park Place Capital Corp | 1,563 | $151.9K | 0.05% | +6+0.4% | Added |
| Ransom Advisory, Ltd | 1,594 | $154.9K | 0.08% | +700+78.3% | Added |
| Game Plan Financial Advisors, LLC | 1,600 | $155.5K | 0.08% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,677 | $163.0K | 0.02% | +977+139.6% | Added |
| Proequities, Inc. | 1,678 | $163.1K | 0.01% | +223+15.3% | Added |
| Ibex Wealth Advisors | 1,702 | $165.5K | 0.03% | −5,005−74.6% | Reduced |
| Godsey & Gibb Associates | 1,725 | $167.7K | 0.02% | +39+2.3% | Added |
| Rise Advisors, LLC | 1,775 | $172.5K | 0.09% | +15+0.9% | Added |
| Bruce G. Allen Investments, LLC | 1,780 | $173.0K | 0.15% | −442−19.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,794 | $174.4K | 0.00% | −1,499−45.5% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $180.4K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,871 | $181.8K | 0.02% | −45−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,880 | $182.7K | 0.01% | −121−6.0% | Reduced |
| M&R Capital Management Inc | 1,888 | $183.5K | 0.04% | +1+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,896 | $184.3K | 0.04% | +85+4.7% | Added |
| Family Firm, Inc. | 1,987 | $193.1K | 0.04% | +1,987 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,057 | $199.9K | 0.06% | +2,057 | New |
| Kanawha Capital Management LLC | 2,058 | $200.0K | 0.02% | +2,058 | New |
| Breed's Hill Capital LLC | 2,059 | $200.1K | 0.18% | +2,059 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,864 | $201.6K | 0.00% | +1,065+133.3% | Added |
| Capital Advisors, Ltd. LLC | 2,080 | $202.0K | 0.03% | +18+0.9% | Added |
| Beacon Financial Advisory LLC | 2,080 | $202.2K | 0.08% | +2,080 | New |
| Motco | 2,084 | $202.5K | 0.01% | −28−1.3% | Reduced |
| Hemington Wealth Management | 2,093 | $203.0K | 0.07% | +2,093 | New |
| Mirabaud & Cie SA | 2,090 | $203.1K | 0.07% | +2,090 | New |
| Macroview Investment Management LLC | 2,092 | $203.3K | 0.22% | +10+0.5% | Added |
| Amussen Hunsaker Associates LLC | 2,092 | $203.3K | 0.03% | +2,092 | New |
| Investment Partners, Ltd. | 2,098 | $204.0K | 0.09% | +2,098 | New |
| New Hampshire Trust | 2,105 | $204.6K | 0.05% | +2,105 | New |
| Boyd Watterson Asset Management LLC | 2,106 | $204.7K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,106 | $205.0K | 0.07% | +2,106 | New |
| Jacobsen Capital Management | 2,114 | $205.5K | 0.09% | +2,114 | New |
| Warther Private Wealth, LLC | 2,115 | $205.6K | 0.08% | +2,115 | New |
| J. W. Coons Advisors, LLC | 2,121 | $206.1K | 0.05% | +2,121 | New |
| Sutton Place Investors LLC | 2,131 | $207.1K | 0.14% | +2,131 | New |
| Meadow Creek Wealth Advisors LLC | 2,135 | $207.5K | 0.20% | +2,135 | New |
| Luts & Greenleigh Group, Inc | 2,138 | $207.8K | 0.22% | +2,138 | New |
| FCG Investment Co | 2,143 | $208.3K | 0.16% | −20−0.9% | Reduced |
| Alta Wealth Advisors LLC | 2,160 | $209.9K | 0.10% | −200−8.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,162 | $210.1K | 0.02% | −500−18.8% | Reduced |
| HBW Advisory Services LLC | 2,167 | $210.6K | 0.03% | −937−30.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,171 | $211.0K | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,173 | $211.2K | 0.10% | +2,173 | New |
| Welch Group, LLC | 2,179 | $211.8K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,185 | $212.3K | 0.02% | −87−3.8% | Reduced |
| Marathon Capital Management | 2,188 | $212.7K | 0.05% | −333−13.2% | Reduced |
| Bouchey Financial Group Ltd | 2,193 | $213.0K | 0.02% | −101−4.4% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $214.0K | 0.30% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,206 | $214.4K | 0.03% | +30+1.4% | Added |
| Monterey Private Wealth, Inc. | 2,207 | $214.5K | 0.08% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,222 | $216.0K | 0.05% | +2,222 | New |
| Glen Eagle Advisors, LLC | 2,231 | $216.8K | 0.04% | +25+1.1% | Added |
| Everett Harris & Co | 2,231 | $216.8K | 0.00% | +2,231 | New |
| Veracity Capital LLC | 2,238 | $217.5K | 0.09% | +2,238 | New |
| Montz Harcus Wealth Management LLC | 2,242 | $217.9K | 0.14% | +10+0.4% | Added |
| Valley National Advisers Inc | 2,261 | $219.0K | 0.03% | +26+1.2% | Added |
| Deseret Mutual Benefit Administrators | 2,255 | $219.2K | 0.10% | +53+2.4% | Added |
| Sivia Capital Partners, LLC | 2,262 | $219.9K | 0.15% | −7−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,265 | $220.1K | 0.00% | −417−15.5% | Reduced |
| Old North State Trust, LLC | 2,274 | $221.0K | 0.19% | +150+7.1% | Added |
| Advisor OS, LLC | 2,276 | $221.2K | 0.02% | +2,276 | New |
| Pinebridge Investments, L.P. | 2,288 | $222.4K | 0.00% | −170−6.9% | Reduced |
| Pegasus Partners Ltd. | 2,288 | $222.4K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,145 | $222.6K | 0.07% | +2,145 | New |
| Bridgewater Associates, LP | 2,293 | $222.9K | 0.00% | −553−19.4% | Reduced |