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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 4,477 | $435.2K | 0.11% | +1,531+52.0% | Added |
| Baron Wealth Management LLC | 4,483 | $435.7K | 0.23% | −20.0% | Reduced |
| Ledyard National Bank | 4,496 | $437.0K | 0.04% | +5+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 4,498 | $437.2K | 0.05% | +208+4.8% | Added |
| HBK Sorce Advisory LLC | 4,502 | $437.6K | 0.02% | +60+1.4% | Added |
| West Oak Capital, LLC | 4,515 | $438.8K | 0.18% | −3,832−45.9% | Reduced |
| Zions Bancorporation, N.A. | 4,521 | $439.4K | 0.04% | −487−9.7% | Reduced |
| Autumn Glory Partners, LLC | 4,535 | $440.8K | 0.22% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,536 | $440.9K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,589 | $446.0K | 0.09% | +390+9.3% | Added |
| Strait & Sound Wealth Management LLC | 4,601 | $447.2K | 0.23% | +1,624+54.6% | Added |
| Mosaic Family Wealth Partners, LLC | 4,606 | $447.7K | 0.07% | −40−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 4,606 | $447.7K | 0.01% | +293+6.8% | Added |
| Suvretta Capital Management, LLC | 4,611 | $448.1K | 0.02% | −3,030−39.7% | Reduced |
| Mechanics Bank Trust Department | 4,643 | $451.3K | 0.06% | +2,317+99.6% | Added |
| Marex Group plc | 4,644 | $451.4K | 0.01% | +4,644 | New |
| Mosley Wealth Management | 4,680 | $454.8K | 0.39% | −160−3.3% | Reduced |
| AlphaStar Capital Management, LLC | 4,689 | $455.8K | 0.04% | +1,205+34.6% | Added |
| Insight 2811, Inc. | 4,722 | $458.9K | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,723 | $459.0K | 0.02% | +1,028+27.8% | Added |
| Bank of Nova Scotia Trust Co | 4,727 | $459.4K | 0.05% | −973−17.1% | Reduced |
| Willner & Heller, LLC | 4,743 | $461.0K | 0.44% | −374−7.3% | Reduced |
| Marcum Wealth, LLC | 4,752 | $461.8K | 0.05% | +130+2.8% | Added |
| Everpar Advisors LLC | 4,770 | $463.6K | 0.23% | −191−3.9% | Reduced |
| CNB Bank | 4,771 | $463.7K | 0.22% | −2,826−37.2% | Reduced |
| Nottingham Advisors, Inc. | 4,784 | $465.0K | 0.06% | +4,784 | New |
| L2 Asset Management, LLC | 4,785 | $465.1K | 0.14% | +332+7.5% | Added |
| Cable Hill Partners, LLC | 4,797 | $466.2K | 0.05% | +4,797 | New |
| Forte Capital LLC | 4,803 | $466.8K | 0.06% | +463+10.7% | Added |
| Renaissance Investment Group LLC | 4,550 | $466.9K | 0.10% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 4,815 | $468.0K | 0.12% | +4,815 | New |
| GM Advisory Group, Inc. | 4,850 | $471.4K | 0.03% | +267+5.8% | Added |
| Larson Financial Group LLC | 4,856 | $472.0K | 0.03% | +2,351+93.9% | Added |
| Harbor Investment Advisory, LLC | 4,860 | $472.4K | 0.05% | −173−3.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $472.7K | 0.00% | 00.0% | Unchanged |
| Bell Bank | 4,920 | $478.2K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,939 | $480.0K | 0.24% | +3+0.1% | Added |
| Rehmann Capital Advisory Group | 4,939 | $480.1K | 0.03% | +83+1.7% | Added |
| Humankind Investments LLC | 4,941 | $480.2K | 0.13% | +4,941 | New |
| Legacy Advisors, LLC | 4,945 | $480.6K | 0.06% | +1,197+31.9% | Added |
| Boston Financial Mangement LLC | 4,947 | $480.8K | 0.02% | −101−2.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,950 | $481.1K | 0.14% | +50+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $482.8K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,973 | $483.4K | 0.01% | −145−2.8% | Reduced |
| Hancock Whitney Corp | 4,977 | $483.7K | 0.02% | −1,925−27.9% | Reduced |
| IFP Advisors, Inc | 4,999 | $485.9K | 0.02% | +710+16.6% | Added |
| Diversify Wealth Management, LLC | 5,285 | $486.5K | 0.06% | +5,285 | New |
| BSW Wealth Partners | 5,008 | $486.7K | 0.08% | +280+5.9% | Added |
| Connecticut Wealth Management, LLC | 5,011 | $487.0K | 0.03% | +517+11.5% | Added |
| Arcataur Capital Management LLC | 5,012 | $487.1K | 0.17% | −35−0.7% | Reduced |
| SlateStone Wealth, LLC | 5,021 | $488.0K | 0.05% | +4+0.1% | Added |
| Northeast Financial Consultants Inc | 5,025 | $488.4K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 5,031 | $489.0K | 0.02% | +604+13.6% | Added |
| Evernest Financial Advisors, LLC | 5,047 | $490.5K | 0.22% | −6−0.1% | Reduced |
| Childress Capital Advisors, LLC | 5,049 | $490.8K | 0.14% | +281+5.9% | Added |
| Lebenthal Global Advisors, LLC | 5,057 | $491.5K | 0.11% | −1,086−17.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,065 | $492.3K | 0.41% | −250−4.7% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $493.9K | 0.03% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,083 | $494.0K | 0.01% | +937+22.6% | Added |
| Hexagon Capital Partners LLC | 5,094 | $495.0K | 0.11% | −242−4.5% | Reduced |
| STAR Financial Bank | 5,096 | $495.3K | 0.38% | −744−12.7% | Reduced |
| Vivaldi Capital Management, LLC | 5,100 | $495.7K | 0.14% | +140+2.8% | Added |
| Ausdal Financial Partners, Inc. | 5,107 | $496.3K | 0.05% | −7−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,135 | $497.0K | 0.04% | +5,135 | New |
| Peoples Bank | 5,126 | $498.2K | 0.26% | +146+2.9% | Added |
| Adviser Investments LLC | 5,159 | $501.4K | 0.01% | +2,106+69.0% | Added |
| Addison Advisors LLC | 5,188 | $504.2K | 0.16% | +284+5.8% | Added |
| Oakworth Capital, Inc. | 5,197 | $505.1K | 0.04% | +53+1.0% | Added |
| Rogco, LP | 5,197 | $505.1K | 0.21% | +363+7.5% | Added |
| CTC Alternative Strategies, Ltd. | 5,200 | $505.4K | 0.21% | +5,200 | New |
| Integris Wealth Management, LLC | 5,231 | $508.4K | 0.15% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,291 | $514.2K | 0.11% | −936−15.0% | Reduced |
| Northern Financial Advisors Inc | 5,299 | $515.0K | 0.41% | −9−0.2% | Reduced |
| ASB Consultores, LLC | 5,336 | $518.6K | 0.19% | −3,915−42.3% | Reduced |
| Canopy Partners, LLC | 5,384 | $523.3K | 0.24% | +27+0.5% | Added |
| Flagship Harbor Advisors, LLC | 5,391 | $523.9K | 0.03% | +5,391 | New |
| Two Sigma Advisers, LP | 5,400 | $524.8K | 0.00% | −74,500−93.2% | Reduced |
| Strategic Investment Advisors | 5,404 | $525.2K | 0.06% | −469−8.0% | Reduced |
| Lazari Capital Management, Inc. | 5,409 | $525.7K | 0.24% | +5,409 | New |
| Adirondack Trust Co | 5,421 | $526.8K | 0.22% | −32−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 5,460 | $530.7K | 0.08% | −1,043−16.0% | Reduced |
| Main Street Financial Solutions, LLC | 5,476 | $532.2K | 0.05% | +216+4.1% | Added |
| Financial Advisors, LLC | 5,476 | $532.2K | 0.11% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 5,522 | $536.7K | 0.00% | −23−0.4% | Reduced |
| Chase Investment Counsel Corp | 5,539 | $538.0K | 0.19% | +5,539 | New |
| McDonald Partners LLC | 5,556 | $540.0K | 0.14% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,591 | $543.4K | 0.01% | +17+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,592 | $543.5K | 0.02% | +614+12.3% | Added |
| PDS Planning, Inc | 5,598 | $544.1K | 0.05% | +124+2.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,614 | $545.6K | 0.08% | −536−8.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,615 | $545.8K | 0.06% | −504−8.2% | Reduced |
| Evexia Wealth LLC | 5,334 | $546.4K | 0.21% | −29−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,641 | $548.2K | 0.01% | +184+3.4% | Added |
| LS Investment Advisors, LLC | 5,650 | $549.1K | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,828 | $550.8K | 0.04% | −224−3.7% | Reduced |
| Chapin Davis, Inc. | 5,675 | $551.5K | 0.19% | −139−2.4% | Reduced |
| Syon Capital LLC | 5,694 | $553.4K | 0.05% | +167+3.0% | Added |
| Lindbrook Capital, LLC | 5,695 | $553.5K | 0.05% | +325+6.1% | Added |
| Wealth Effects LLC | 5,700 | $554.0K | 0.20% | −56−1.0% | Reduced |
| Calton & Associates, Inc. | 5,722 | $556.1K | 0.28% | +3+0.1% | Added |