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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 2,760 | $268.2K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,767 | $268.9K | 0.01% | −550−16.6% | Reduced |
| Wilkinson Global Asset Management LLC | 2,774 | $269.6K | 0.02% | −1,720−38.3% | Reduced |
| Eastern Bank | 2,782 | $270.4K | 0.01% | −414−13.0% | Reduced |
| Key Financial Inc | 2,795 | $271.6K | 0.07% | +203+7.8% | Added |
| Enterprise Financial Services Corp | 2,798 | $271.9K | 0.17% | +51+1.9% | Added |
| Ameritas Advisory Services, LLC | 2,799 | $272.0K | 0.01% | +26+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,820 | $274.1K | 0.07% | −311−9.9% | Reduced |
| Valmark Advisers, Inc. | 2,824 | $274.5K | 0.00% | −57−2.0% | Reduced |
| Laffer Tengler Investments | 2,826 | $274.7K | 0.06% | +1,282+83.0% | Added |
| Kingfisher Capital LLC | 2,826 | $275.0K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,831 | $275.2K | 0.19% | −330−10.4% | Reduced |
| Eagle Strategies LLC | 2,837 | $275.7K | 0.05% | +2,837 | New |
| Legacy Edge Advisors, LLC | 2,843 | $276.3K | 0.05% | +92+3.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,854 | $277.4K | 0.06% | −14−0.5% | Reduced |
| Thrive Wealth Management, LLC | 2,856 | $277.5K | 0.05% | +359+14.4% | Added |
| Lion Street Advisors, LLC | 2,869 | $278.8K | 0.10% | +89+3.2% | Added |
| Duff & Phelps Investment Management Co | 2,885 | $280.4K | 0.00% | −11,681−80.2% | Reduced |
| Seven Mile Advisory | 2,886 | $280.5K | 0.21% | +313+12.2% | Added |
| 3Chopt Investment Partners, LLC | 2,907 | $282.5K | 0.09% | +2,907 | New |
| American State Bank (Iowa) | 2,908 | $282.6K | 0.18% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,910 | $282.9K | 0.11% | −136−4.5% | Reduced |
| Journey Strategic Wealth LLC | 2,914 | $283.2K | 0.01% | +2,914 | New |
| Gibbs Wealth Management | 2,916 | $283.4K | 0.11% | +633+27.7% | Added |
| Pure Financial Advisors, Inc. | 2,921 | $283.8K | 0.01% | +2,921 | New |
| Fulcrum Capital LLC | 2,921 | $283.9K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,924 | $284.2K | 0.00% | +2,924 | New |
| Wallace Advisory Group, LLC | 2,929 | $284.7K | 0.20% | −189−6.1% | Reduced |
| Freestone Capital Holdings, LLC | 2,929 | $284.7K | 0.01% | +238+8.8% | Added |
| Balboa Wealth Partners | 2,946 | $286.3K | 0.08% | +2,946 | New |
| Baker Avenue Asset Management, LP | 2,951 | $286.8K | 0.01% | +91+3.2% | Added |
| Blue Fin Capital, Inc. | 2,965 | $288.2K | 0.06% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,966 | $288.3K | 0.12% | +91+3.2% | Added |
| Viawealth, LLC | 2,980 | $289.6K | 0.18% | +12+0.4% | Added |
| Atlantic Union Bankshares Corp | 2,984 | $290.0K | 0.02% | +2,984 | New |
| Summit Wealth Group, LLC | 2,983 | $290.0K | 0.09% | +2,983 | New |
| Park Edge Advisors, LLC | 2,989 | $290.5K | 0.09% | +21+0.7% | Added |
| Webster Bank, N. A. | 2,991 | $290.7K | 0.03% | +600+25.1% | Added |
| Five Oceans Advisors | 2,996 | $291.2K | 0.15% | −17−0.6% | Reduced |
| First Interstate Bank | 3,000 | $291.6K | 0.02% | −90−2.9% | Reduced |
| Spirit of America Management Corp | 3,000 | $291.6K | 0.06% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,006 | $292.1K | 0.09% | −137−4.4% | Reduced |
| Johnson Investment Counsel Inc | 3,011 | $292.6K | 0.00% | −759−20.1% | Reduced |
| PFG Advisors | 3,013 | $292.9K | 0.02% | +52+1.8% | Added |
| McLean Asset Management Corp | 2,840 | $293.8K | 0.10% | +75+2.7% | Added |
| Wimmer Associates 1, LLC | 3,023 | $293.8K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,034 | $294.9K | 0.01% | −1,297−29.9% | Reduced |
| O'Rourke & Company, Inc | 3,038 | $295.0K | 0.17% | +11+0.4% | Added |
| Associated Banc-Corp | 3,037 | $295.2K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,897 | $295.8K | 0.34% | −182−5.9% | Reduced |
| Pallas Capital Advisors LLC | 2,822 | $295.8K | 0.01% | +396+16.3% | Added |
| Tritonpoint Wealth, LLC | 3,044 | $295.8K | 0.03% | +269+9.7% | Added |
| Optimum Investment Advisors | 3,050 | $296.4K | 0.13% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,053 | $296.7K | 0.14% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,054 | $296.8K | 0.04% | +10.0% | Added |
| Manchester Financial Inc | 3,058 | $297.2K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,080 | $299.3K | 0.17% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,094 | $300.7K | 0.02% | +64+2.1% | Added |
| Navis Wealth Advisors, LLC | 3,097 | $301.0K | 0.35% | −67−2.1% | Reduced |
| Northwest Bancshares, Inc. | 3,104 | $301.7K | 0.05% | −15−0.5% | Reduced |
| San Luis Wealth Advisors LLC | 3,144 | $306.0K | 0.07% | +3,144 | New |
| Fiducient Advisors LLC | 3,149 | $306.1K | 0.04% | −73−2.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,159 | $307.0K | 0.09% | +337+11.9% | Added |
| Continuum Advisory, LLC | 3,161 | $307.2K | 0.04% | +164+5.5% | Added |
| Circle Wealth Management, LLC | 3,166 | $307.7K | 0.01% | −557−15.0% | Reduced |
| Silver Coast Investments LLC | 3,172 | $308.3K | 0.13% | −985−23.7% | Reduced |
| Waddell & Associates, LLC | 3,178 | $308.9K | 0.04% | +143+4.7% | Added |
| Hobbs Group Advisors, LLC | 3,181 | $309.2K | 0.12% | +3,181 | New |
| Essex Savings Bank | 3,192 | $310.2K | 0.08% | −758−19.2% | Reduced |
| Apexium Financial, LP | 3,197 | $310.7K | 0.02% | −53−1.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,200 | $311.0K | 0.08% | −10,300−76.3% | Reduced |
| JGP Wealth Management, LLC | 3,224 | $313.3K | 0.04% | −13−0.4% | Reduced |
| ClearAlpha Technologies LP | 3,231 | $314.0K | 0.12% | +3,231 | New |
| Crawford Investment Counsel Inc | 3,237 | $314.6K | 0.01% | −5−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $314.8K | 0.26% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 3,267 | $317.5K | 0.03% | −154,302−97.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,267 | $317.5K | 0.01% | −382−10.5% | Reduced |
| Proathlete Wealth Management LLC | 3,268 | $317.6K | 0.15% | +268+8.9% | Added |
| Onefund, LLC | 3,272 | $318.0K | 0.35% | +48+1.5% | Added |
| Ostrum Asset Management | 3,292 | $319.9K | 0.03% | −7,289−68.9% | Reduced |
| Fiduciary Family Office, LLC | 3,296 | $320.3K | 0.13% | −45−1.3% | Reduced |
| Manchester Capital Management LLC | 3,313 | $322.0K | 0.04% | +178+5.7% | Added |
| City State Bank | 3,328 | $323.4K | 0.13% | −14−0.4% | Reduced |
| Quotient Wealth Partners, LLC | 3,353 | $325.9K | 0.01% | +570+20.5% | Added |
| Duncker Streett & Co Inc | 3,371 | $327.6K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $328.6K | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,384 | $328.9K | 0.09% | −223−6.2% | Reduced |
| American National Bank | 3,388 | $329.3K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,395 | $330.0K | 0.03% | +97+2.9% | Added |
| Alerus Financial NA | 3,402 | $330.6K | 0.02% | −17−0.5% | Reduced |
| Opinicus Capital, Inc. | 3,406 | $331.0K | 0.28% | +86+2.6% | Added |
| BNP Paribas | 3,415 | $331.9K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $332.4K | 0.26% | −23,520−87.3% | Reduced |
| Focus Financial Network, Inc. | 3,118 | $333.5K | 0.01% | +635+25.6% | Added |
| Grandfield & Dodd, LLC | 3,470 | $337.2K | 0.02% | +635+22.4% | Added |
| Cohen & Steers, Inc. | 3,486 | $339.0K | 0.00% | −67−1.9% | Reduced |
| Kovack Advisors, Inc. | 3,514 | $341.5K | 0.04% | −344−8.9% | Reduced |
| Truvestments Capital LLC | 3,517 | $341.8K | 0.14% | +46+1.3% | Added |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,532 | $343.3K | 0.02% | +3,532 | New |