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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 5,746 | $558.5K | 0.20% | +57+1.0% | Added |
| Prio Wealth Limited Partnership | 5,764 | $560.2K | 0.02% | −668−10.4% | Reduced |
| Resonant Capital Advisors, LLC | 5,768 | $560.6K | 0.05% | +871+17.8% | Added |
| Berger Financial Group, Inc | 5,770 | $560.8K | 0.04% | −54−0.9% | Reduced |
| Heritage Wealth Advisors | 5,779 | $561.6K | 0.03% | +6+0.1% | Added |
| Wharton Business Group, LLC | 5,789 | $563.0K | 0.03% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,800 | $563.7K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,803 | $564.0K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,808 | $564.5K | 0.05% | +1,492+34.6% | Added |
| US Asset Management LLC | 5,824 | $566.0K | 0.51% | −291−4.8% | Reduced |
| Curbstone Financial Management Corp | 5,832 | $566.8K | 0.12% | +200+3.6% | Added |
| Red Lighthouse Investment Management, LLC | 5,846 | $568.2K | 0.24% | −156−2.6% | Reduced |
| HM Payson & Co | 5,871 | $570.6K | 0.01% | −230−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 5,890 | $572.4K | 0.12% | −2,100−26.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $575.7K | 0.03% | +20.0% | Added |
| Icon Wealth Advisors, LLC | 5,581 | $576.0K | 0.05% | −667−10.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 5,943 | $577.6K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,964 | $579.6K | 0.03% | −603−9.2% | Reduced |
| Pacitti Group Inc. | 5,968 | $580.1K | 0.30% | +274+4.8% | Added |
| Moneta Group Investment Advisors LLC | 5,972 | $580.4K | 0.01% | +312+5.5% | Added |
| Davis R M Inc | 5,982 | $581.4K | 0.01% | +1,034+20.9% | Added |
| Western Wealth Management, LLC | 5,984 | $581.6K | 0.04% | −409−6.4% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $583.1K | 0.11% | 00.0% | Unchanged |
| First American Trust, FSB | 6,011 | $584.2K | 0.06% | +569+10.5% | Added |
| Tributary Capital Management, LLC | 6,030 | $586.1K | 0.05% | +3,250+116.9% | Added |
| Orca Investment Management, LLC | 6,037 | $586.7K | 0.56% | −29−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 6,042 | $587.3K | 0.41% | +569+10.4% | Added |
| Sentry Investment Management LLC | 6,052 | $588.0K | 0.26% | −1,239−17.0% | Reduced |
| Barlow Wealth Partners, Inc. | 5,782 | $589.6K | 0.08% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $589.7K | 0.16% | +325+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,068 | $589.7K | 0.03% | +6,068 | New |
| Capital Square, LLC | 5,759 | $590.0K | 0.38% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,088 | $591.7K | 0.00% | −2,374−28.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,094 | $592.3K | 0.01% | −903−12.9% | Reduced |
| Gratus Capital LLC | 6,102 | $593.1K | 0.02% | +610+11.1% | Added |
| Gladstone Institutional Advisory LLC | 6,102 | $593.1K | 0.03% | −32,904−84.4% | Reduced |
| First Foundation Advisors | 6,117 | $594.5K | 0.02% | −404−6.2% | Reduced |
| Versor Investments LP | 6,122 | $595.0K | 0.11% | +6,122 | New |
| Graypoint LLC | 6,146 | $597.3K | 0.04% | +856+16.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,200 | $602.6K | 0.15% | −5−0.1% | Reduced |
| Shufro Rose & Co LLC | 6,220 | $604.5K | 0.05% | −200−3.1% | Reduced |
| Pictet & Cie (Europe) SA | 6,234 | $605.9K | 0.01% | +93+1.5% | Added |
| Cooper Financial Group | 6,236 | $606.0K | 0.09% | −2,405−27.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,237 | $606.2K | 0.03% | −714−10.3% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $606.8K | 0.35% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,277 | $610.1K | 0.13% | +272+4.5% | Added |
| Grove Bank & Trust | 6,302 | $612.5K | 0.10% | −19−0.3% | Reduced |
| Eads & Heald Wealth Management | 6,303 | $613.0K | 0.30% | +736+13.2% | Added |
| Advisors Capital Management, LLC | 6,311 | $613.0K | 0.01% | +1,039+19.7% | Added |
| Aaron Wealth Advisors | 6,357 | $617.8K | 0.09% | +658+11.5% | Added |
| Personal Cfo Solutions, LLC | 6,377 | $619.8K | 0.10% | −136−2.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,403 | $622.3K | 0.13% | +4,110+179.2% | Added |
| Sippican Capital Advisors | 6,429 | $624.8K | 0.49% | 00.0% | Unchanged |
| Somerville Kurt F | 6,430 | $624.9K | 0.11% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,463 | $628.0K | 0.05% | +6,463 | New |
| Graham Capital Management, L.P. | 6,468 | $628.6K | 0.02% | +6,468 | New |
| Alpine Global Management, LLC | 6,500 | $631.7K | 0.11% | +6,500 | New |
| Smartleaf Asset Management LLC | 6,612 | $633.3K | 0.10% | +1,985+42.9% | Added |
| Beta Wealth Group, Inc. | 6,519 | $633.6K | 0.30% | +205+3.2% | Added |
| Visionary Wealth Advisors | 6,546 | $636.2K | 0.04% | −14−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,557 | $637.4K | 0.02% | +337+5.4% | Added |
| Fortitude Advisory Group L.L.C. | 6,561 | $637.7K | 0.38% | −2,735−29.4% | Reduced |
| Washburn Capital Management, Inc. | 6,576 | $639.1K | 0.46% | −865−11.6% | Reduced |
| CX Institutional | 6,603 | $641.8K | 0.03% | +412+6.7% | Added |
| Harbor Advisors LLC | 6,608 | $642.2K | 0.12% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,667 | $648.0K | 0.08% | −3,972−37.3% | Reduced |
| Financial Engines Advisors L.L.C. | 6,680 | $649.2K | 0.00% | −314−4.5% | Reduced |
| Welch & Forbes LLC | 6,408 | $650.0K | 0.01% | +141+2.2% | Added |
| Transatlantique Private Wealth LLC | 6,877 | $651.8K | 0.27% | −41−0.6% | Reduced |
| Canton Hathaway, LLC | 6,725 | $654.0K | 0.18% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,732 | $654.3K | 0.49% | −9−0.1% | Reduced |
| Zacks Investment Management | 6,770 | $658.0K | 0.01% | +6,770 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,770 | $658.0K | 0.07% | −2,691−28.4% | Reduced |
| Anchor Investment Management, LLC | 6,784 | $659.3K | 0.07% | +457+7.2% | Added |
| LexAurum Advisors, LLC | 6,826 | $663.4K | 0.16% | −172−2.5% | Reduced |
| 1832 Asset Management L.P. | 6,846 | $665.4K | 0.00% | −1,044−13.2% | Reduced |
| Empire Financial Management Company, LLC | 6,849 | $665.7K | 0.22% | +311+4.8% | Added |
| Chicago Partners Investment Group LLC | 6,430 | $667.1K | 0.03% | +104+1.6% | Added |
| Kesler, Norman & Wride, LLC | 6,885 | $669.2K | 0.14% | −134−1.9% | Reduced |
| Inscription Capital, LLC | 6,886 | $669.2K | 0.11% | +8+0.1% | Added |
| Resurgent Financial Advisors LLC | 6,906 | $671.2K | 0.42% | −239−3.3% | Reduced |
| IFG Advisors, LLC | 6,932 | $673.7K | 0.16% | 00.0% | Unchanged |
| Quilter Plc | 6,940 | $674.5K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 6,968 | $677.2K | 0.10% | +1,551+28.6% | Added |
| Clifford Group, LLC | 6,991 | $679.4K | 0.55% | −110−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 7,001 | $680.4K | 0.12% | +1,107+18.8% | Added |
| Portside Wealth Group, LLC | 7,012 | $681.5K | 0.13% | −556−7.3% | Reduced |
| Berkshire Bank | 7,019 | $682.2K | 0.17% | −907−11.4% | Reduced |
| Strategic Blueprint, LLC | 7,024 | $682.7K | 0.05% | +183+2.7% | Added |
| TriaGen Wealth Management LLC | 7,068 | $686.9K | 0.27% | −37−0.5% | Reduced |
| Regal Investment Advisors LLC | 7,085 | $688.7K | 0.05% | −27−0.4% | Reduced |
| Hills Bank & Trust Co | 7,137 | $693.6K | 0.06% | 00.0% | Unchanged |
| Congress Park Capital LLC | 7,154 | $695.3K | 0.28% | −848−10.6% | Reduced |
| Arkadios Wealth Advisors | 7,157 | $695.6K | 0.05% | +2,245+45.7% | Added |
| Meridian Investment Counsel Inc. | 7,185 | $698.3K | 0.22% | +75+1.1% | Added |
| Hyman Charles D | 7,188 | $699.0K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 7,193 | $699.1K | 0.22% | +755+11.7% | Added |
| Private Trust Co NA | 7,203 | $700.1K | 0.08% | +144+2.0% | Added |
| First Dallas Securities Inc. | 7,212 | $700.9K | 0.31% | −350−4.6% | Reduced |
| Robotti Robert | 7,215 | $701.2K | 0.11% | 00.0% | Unchanged |