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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 3,544 | $344.4K | 0.09% | +149+4.4% | Added |
| Quantum Financial Advisors, LLC | 3,567 | $346.7K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,595 | $349.4K | 0.06% | +59+1.7% | Added |
| Alta Advisers Ltd | 3,600 | $349.9K | 0.17% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,600 | $349.9K | 0.04% | +21+0.6% | Added |
| Frisch Financial Group, Inc. | 3,598 | $350.0K | 0.11% | +2+0.1% | Added |
| Wellington Shields Capital Management, LLC | 3,607 | $350.6K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,614 | $351.2K | 0.08% | +1,371+61.1% | Added |
| Capula Management Ltd | 3,621 | $351.9K | 0.00% | +2,026+127.0% | Added |
| Davidson Investment Advisors | 3,623 | $352.1K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,626 | $352.4K | 0.03% | +6+0.2% | Added |
| Voya Financial Advisors, Inc. | 3,682 | $352.6K | 0.04% | −303−7.6% | Reduced |
| Hoylecohen, LLC | 3,632 | $353.0K | 0.03% | −438−10.8% | Reduced |
| One Capital Management, LLC | 3,644 | $354.2K | 0.01% | +3,644 | New |
| Altus Wealth Group LLC | 3,645 | $354.2K | 0.18% | −97−2.6% | Reduced |
| Sentinus, LLC | 3,646 | $354.4K | 0.12% | +237+7.0% | Added |
| Vestmark Advisory Solutions, Inc. | 3,653 | $355.0K | 0.01% | +94+2.6% | Added |
| Farmers National Bank | 3,670 | $356.7K | 0.11% | −4−0.1% | Reduced |
| Bryn Mawr Trust Co | 3,680 | $357.7K | 0.01% | −29−0.8% | Reduced |
| Wealth Alliance | 3,698 | $359.4K | 0.05% | +11+0.3% | Added |
| First County Bank | 3,713 | $360.9K | 0.19% | −94−2.5% | Reduced |
| Cornerstone Wealth Group, LLC | 3,713 | $360.9K | 0.03% | +66+1.8% | Added |
| Trilogy Capital Inc. | 3,718 | $361.4K | 0.02% | +561+17.8% | Added |
| Samalin Investment Counsel, LLC | 3,719 | $361.5K | 0.17% | +276+8.0% | Added |
| Roundview Capital LLC | 3,725 | $362.0K | 0.03% | +176+5.0% | Added |
| Rosenberg Matthew Hamilton | 3,652 | $362.1K | 0.11% | −109−2.9% | Reduced |
| Angeles Wealth Management, LLC | 3,734 | $362.9K | 0.03% | −245−6.2% | Reduced |
| Symphony Financial, Ltd. Co. | 3,708 | $364.4K | 0.07% | +3,708 | New |
| Missouri Trust & Investment Co | 3,750 | $364.5K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,764 | $365.8K | 0.05% | −65−1.7% | Reduced |
| Overbrook Management Corp | 3,764 | $365.8K | 0.09% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $368.5K | 0.12% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,802 | $369.5K | 0.09% | −1,795−32.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,803 | $369.6K | 0.06% | −96−2.5% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $369.7K | 0.23% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,807 | $370.0K | 0.04% | +91+2.4% | Added |
| Tanager Wealth Management LLP | 3,850 | $374.2K | 0.06% | +56+1.5% | Added |
| Lake Street Financial LLC | 3,862 | $375.3K | 0.05% | −1,894−32.9% | Reduced |
| Relative Value Partners Group, LLC | 3,862 | $375.3K | 0.05% | −939−19.6% | Reduced |
| One Wealth Advisors, LLC | 3,924 | $376.1K | 0.08% | −762−16.3% | Reduced |
| AdvisorNet Financial, Inc | 3,870 | $376.2K | 0.03% | +75+2.0% | Added |
| Measured Wealth Private Client Group, LLC | 3,874 | $376.5K | 0.13% | +216+5.9% | Added |
| MCF Advisors LLC | 3,874 | $376.5K | 0.03% | +257+7.1% | Added |
| Allstate Corp | 3,884 | $377.5K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,891 | $378.2K | 0.06% | −1,830−32.0% | Reduced |
| Two Sigma Securities, LLC | 3,904 | $379.4K | 0.02% | −40,621−91.2% | Reduced |
| First Trust Investment Solutions L.P. | 3,926 | $381.6K | 0.05% | +1,188+43.4% | Added |
| Fortem Financial Group, LLC | 3,928 | $381.8K | 0.16% | −300−7.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,950 | $384.0K | 0.14% | −185−4.5% | Reduced |
| Destination Wealth Management | 3,967 | $385.6K | 0.01% | +10.0% | Added |
| Independence Bank of Kentucky | 3,985 | $387.3K | 0.10% | +981+32.7% | Added |
| Emfo, LLC | 4,000 | $388.8K | 0.35% | +1,000+33.3% | Added |
| Warren Averett Asset Management, LLC | 4,021 | $390.8K | 0.01% | +369+10.1% | Added |
| SOL Capital Management CO | 4,020 | $391.0K | 0.05% | +900+28.8% | Added |
| Everhart Financial Group, Inc. | 4,030 | $391.7K | 0.10% | +1,385+52.4% | Added |
| Allen Investment Management LLC | 4,034 | $392.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $392.1K | 0.23% | +4,034 | New |
| Richwood Investment Advisors, LLC | 4,053 | $393.9K | 0.35% | +1,291+46.7% | Added |
| Pekin Hardy Strauss, Inc. | 4,060 | $394.6K | 0.05% | −600−12.9% | Reduced |
| Point72 (DIFC) Ltd | 4,062 | $394.8K | 0.03% | −9,036−69.0% | Reduced |
| Brown Capital Management LLC | 4,063 | $394.9K | 0.01% | +39+1.0% | Added |
| X-Square Capital, LLC | 4,067 | $395.0K | 0.18% | −248−5.7% | Reduced |
| Shepherd Financial Partners LLC | 4,076 | $396.2K | 0.05% | +20.0% | Added |
| Bullock Wealth Management Group | 3,997 | $396.3K | 0.26% | −44−1.1% | Reduced |
| Park National Corp | 4,080 | $396.5K | 0.01% | +18+0.4% | Added |
| Daymark Wealth Partners, LLC | 4,083 | $396.8K | 0.02% | +4,083 | New |
| Apriem Advisors | 4,111 | $399.5K | 0.05% | +400+10.8% | Added |
| Riverwater Partners LLC | 4,114 | $399.8K | 0.30% | −316−7.1% | Reduced |
| Titleist Asset Management, LLC | 4,116 | $400.1K | 0.06% | −178−4.1% | Reduced |
| Colonial River Wealth Management, LLC | 4,119 | $400.3K | 0.22% | −998−19.5% | Reduced |
| Morse Asset Management, Inc | 4,129 | $401.0K | 0.10% | +20+0.5% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $401.7K | 0.25% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,134 | $401.8K | 0.27% | −354−7.9% | Reduced |
| Triad Wealth Partners, LLC | 4,136 | $402.0K | 0.21% | +89+2.2% | Added |
| Goldstone Financial Group, LLC | 4,136 | $402.0K | 0.08% | +640+18.3% | Added |
| Morningstar Investment Services LLC | 4,209 | $403.0K | 0.00% | +1,248+42.1% | Added |
| Corton Capital Inc. | 4,168 | $405.1K | 0.21% | −2,380−36.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,170 | $405.3K | 0.17% | −6,366−60.4% | Reduced |
| Centric Wealth Management | 3,894 | $405.8K | 0.12% | +10.0% | Added |
| Holderness Investments Co | 4,186 | $406.8K | 0.10% | +218+5.5% | Added |
| Exencial Wealth Advisors, LLC | 4,202 | $408.4K | 0.02% | −386−8.4% | Reduced |
| Salzhauer Michael | 4,225 | $410.6K | 0.33% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,229 | $411.0K | 0.08% | −10,149−70.6% | Reduced |
| Knollwood Investment Advisory, LLC | 4,258 | $413.8K | 0.05% | +4,258 | New |
| Buckingham Strategic Partners | 4,276 | $415.6K | 0.01% | +882+26.0% | Added |
| Green Harvest Asset Management LLC | 4,294 | $417.3K | 0.01% | −551−11.4% | Reduced |
| Catalina Capital Group, LLC | 4,302 | $418.1K | 0.16% | +669+18.4% | Added |
| Powell Investment Advisors, LLC | 4,335 | $421.3K | 0.22% | +36+0.8% | Added |
| Hudock, Inc. | 4,341 | $421.9K | 0.08% | −92−2.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,351 | $422.9K | 0.19% | −75−1.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,374 | $425.1K | 0.06% | +428+10.8% | Added |
| Keel Point, LLC | 4,396 | $425.1K | 0.04% | +1,409+47.2% | Added |
| IPG Investment Advisors LLC | 4,375 | $425.2K | 0.09% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,381 | $425.8K | 0.00% | +483+12.4% | Added |
| GFG Capital, LLC | 4,400 | $427.6K | 0.12% | −6,447−59.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,418 | $429.4K | 0.03% | −49−1.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,427 | $430.3K | 0.19% | +27+0.6% | Added |
| Moloney Securities Asset Management, LLC | 4,455 | $432.9K | 0.06% | +1,069+31.6% | Added |
| Smithfield Trust Co | 4,478 | $433.0K | 0.02% | −15−0.3% | Reduced |
| Summit Global Investments | 4,464 | $434.0K | 0.03% | +1,820+68.8% | Added |