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 |
|---|---|---|---|---|---|
| Oxford Asset Management LLP | 2,298 | $223.3K | 0.22% | +2,298 | New |
| KKM Financial LLC | 2,345 | $223.8K | 0.11% | 00.0% | Unchanged |
| American Trust | 2,303 | $223.8K | 0.02% | −70−2.9% | Reduced |
| Optas, LLC | 2,303 | $223.8K | 0.06% | +2,303 | New |
| Ascent Group, LLC | 2,304 | $223.9K | 0.02% | +2,304 | New |
| Fielder Capital Group LLC | 2,305 | $224.0K | 0.09% | +17+0.7% | Added |
| Primoris Wealth Advisors, LLC | 2,305 | $224.0K | 0.18% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,318 | $225.3K | 0.06% | +2,318 | New |
| Intergy Private Wealth, LLC | 2,324 | $225.9K | 0.09% | +2,324 | New |
| Wrapmanager Inc | 2,325 | $226.0K | 0.06% | −288−11.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $226.3K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,331 | $226.6K | 0.13% | −341−12.8% | Reduced |
| United Community Bank | 2,333 | $226.7K | 0.09% | +332+16.6% | Added |
| Argent Advisors, Inc. | 2,340 | $227.4K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,348 | $228.2K | 0.02% | +2,348 | New |
| Sax Wealth Advisors, LLC | 2,350 | $228.4K | 0.02% | +2,350 | New |
| Klingman & Associates, LLC | 2,351 | $228.5K | 0.02% | +145+6.6% | Added |
| Savvy Advisors, Inc. | 2,356 | $229.0K | 0.07% | +2,356 | New |
| Gitterman Wealth Management, LLC | 2,365 | $229.9K | 0.09% | +2,365 | New |
| iA Global Asset Management Inc. | 2,370 | $230.0K | 0.00% | −200−7.8% | Reduced |
| Plancorp, LLC | 2,379 | $231.2K | 0.01% | +29+1.2% | Added |
| Central Bank & Trust Co | 2,381 | $231.4K | 0.03% | −1,926−44.7% | Reduced |
| Allen Capital Group, LLC | 2,381 | $231.4K | 0.03% | +2,381 | New |
| Chicago Trust Co NA | 2,388 | $232.1K | 0.05% | +2,388 | New |
| Numerai GP LLC | 2,389 | $232.2K | 0.08% | +2,389 | New |
| ISAM Funds (UK) Ltd | 2,392 | $232.5K | 0.17% | +2,392 | New |
| Firestone Capital Management | 2,392 | $232.5K | 0.06% | +162+7.3% | Added |
| Horizon Wealth Management, LLC | 2,395 | $232.8K | 0.06% | +24+1.0% | Added |
| Darden Wealth Group Inc | 2,396 | $232.9K | 0.18% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,195 | $233.2K | 0.21% | +2,195 | New |
| Mayfair Advisory Group, LLC | 2,240 | $233.2K | 0.16% | −253−10.1% | Reduced |
| Allegheny Financial Group LTD | 2,400 | $233.3K | 0.07% | +2,400 | New |
| Reliant Investment Management, LLC | 2,405 | $233.7K | 0.11% | −46,433−95.1% | Reduced |
| Bangor Savings Bank | 2,409 | $234.1K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,418 | $235.0K | 0.01% | +47+2.0% | Added |
| NBW Capital LLC | 2,419 | $235.1K | 0.05% | −114−4.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,500 | $235.4K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $235.5K | 0.00% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 2,426 | $235.8K | 0.11% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 2,437 | $236.9K | 0.16% | +247+11.3% | Added |
| Vantage Consulting Group Inc | 2,439 | $237.0K | 0.18% | −289−10.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,446 | $237.7K | 0.03% | +3+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,447 | $237.8K | 0.04% | −57−2.3% | Reduced |
| Midland Wealth Advisors LLC | 2,456 | $238.7K | 0.01% | +153+6.6% | Added |
| Advisory Alpha, LLC | 2,464 | $239.5K | 0.01% | −180−6.8% | Reduced |
| Financial Security Advisor, Inc. | 2,466 | $239.7K | 0.08% | +16+0.7% | Added |
| River Wealth Advisors LLC | 2,476 | $240.6K | 0.03% | +88+3.7% | Added |
| IVC Wealth Advisors LLC | 2,481 | $241.1K | 0.13% | +95+4.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,482 | $241.3K | 0.02% | −396−13.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,485 | $241.5K | 0.12% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2,494 | $242.0K | 0.17% | −1,298−34.2% | Reduced |
| Sepio Capital, LP | 2,488 | $242.0K | 0.02% | −56−2.2% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $243.0K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,505 | $243.5K | 0.02% | −110−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 2,507 | $243.7K | 0.01% | +2,507 | New |
| Doheny Asset Management | 2,523 | $245.0K | 0.17% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,521 | $245.0K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,527 | $245.6K | 0.13% | +4+0.2% | Added |
| Formidable Asset Management, LLC | 2,531 | $246.0K | 0.04% | +218+9.4% | Added |
| True North Advisors, LLC | 2,540 | $246.9K | 0.07% | −304−10.7% | Reduced |
| Michael B. Yongue | 2,553 | $248.1K | 0.21% | +2,553 | New |
| TFB Advisors LLC | 2,563 | $249.1K | 0.08% | +2,563 | New |
| AA Financial Advisors, LLC | 2,579 | $250.7K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,583 | $251.0K | 0.02% | −172−6.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,590 | $251.7K | 0.06% | +56+2.2% | Added |
| Howard Financial Services, Ltd. | 2,591 | $251.8K | 0.04% | +46+1.8% | Added |
| West Family Investments, Inc. | 2,593 | $252.0K | 0.08% | +27+1.1% | Added |
| Ellsworth Advisors, LLC | 2,600 | $252.7K | 0.07% | +3+0.1% | Added |
| Willow Creek Wealth Management Inc. | 2,619 | $254.5K | 0.03% | −3−0.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,622 | $254.8K | 0.13% | +7+0.3% | Added |
| St Germain D J Co Inc | 2,627 | $255.3K | 0.01% | −462−15.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,628 | $255.4K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,630 | $255.6K | 0.09% | −12−0.5% | Reduced |
| InTrack Investment Management Inc | 2,633 | $255.9K | 0.18% | −100−3.7% | Reduced |
| Davy Global Fund Management Ltd | 2,637 | $256.3K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 2,637 | $256.3K | 0.02% | +446+20.4% | Added |
| Kaizen Financial Strategies | 2,474 | $256.7K | 0.16% | +18+0.7% | Added |
| Cornerstone Advisory, LLC | 2,642 | $256.8K | 0.04% | −989−27.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,644 | $256.9K | 0.06% | +2,644 | New |
| Sachetta, LLC | 2,486 | $258.0K | 0.11% | −19−0.8% | Reduced |
| CVA Family Office, LLC | 2,663 | $258.8K | 0.05% | +54+2.1% | Added |
| Sandy Spring Bank | 2,671 | $259.6K | 0.01% | +56+2.1% | Added |
| Girard Partners Ltd. | 2,677 | $260.2K | 0.02% | +232+9.5% | Added |
| L.M. Kohn & Company | 2,678 | $260.3K | 0.07% | −142−5.0% | Reduced |
| Invenio Wealth Partners LLC | 2,688 | $261.2K | 0.13% | +61+2.3% | Added |
| Fort Sheridan Advisors LLC | 2,689 | $261.3K | 0.04% | +42+1.6% | Added |
| Crewe Advisors LLC | 2,690 | $261.4K | 0.03% | −36−1.3% | Reduced |
| Phillips Wealth Planners LLC | 2,536 | $262.4K | 0.28% | −34−1.3% | Reduced |
| Phoenix Holdings Ltd. | 2,719 | $263.5K | 0.00% | −98−3.5% | Reduced |
| Diversified, LLC | 2,718 | $264.2K | 0.03% | +2,718 | New |
| Broadleaf Partners, LLC | 2,719 | $264.3K | 0.06% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,725 | $264.8K | 0.07% | −63−2.3% | Reduced |
| Paulson Wealth Management Inc. | 2,727 | $265.0K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,735 | $265.8K | 0.12% | +1,439+111.0% | Added |
| Pathway Financial Advisors LLC | 2,738 | $266.1K | 0.07% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,741 | $266.4K | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,744 | $266.7K | 0.05% | −35−1.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,745 | $266.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,748 | $267.1K | 0.01% | +45+1.7% | Added |
| FinTrust Capital Advisors, LLC | 2,750 | $267.3K | 0.05% | −24−0.9% | Reduced |