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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 7,219 | $701.6K | 0.50% | +2,152+42.5% | Added |
| Transamerica Financial Advisors, Inc. | 7,224 | $703.0K | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 7,257 | $705.3K | 0.25% | +7,257 | New |
| Charles Schwab Trust Co | 7,280 | $707.5K | 0.07% | +194+2.7% | Added |
| KPP Advisory Services LLC | 7,294 | $708.9K | 0.19% | +601+9.0% | Added |
| Norden Group LLC | 7,306 | $710.1K | 0.14% | −1,315−15.3% | Reduced |
| Cookson Peirce & Co Inc | 7,317 | $711.1K | 0.03% | −1,841−20.1% | Reduced |
| Miracle Mile Advisors, LLC | 7,418 | $721.0K | 0.02% | −86−1.1% | Reduced |
| Sapient Capital LLC | 7,439 | $723.0K | 0.02% | −1,355−15.4% | Reduced |
| Sunbelt Securities, Inc. | 7,441 | $723.1K | 0.07% | +30+0.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,450 | $724.1K | 0.18% | −50−0.7% | Reduced |
| Independent Investors Inc | 7,483 | $727.3K | 0.16% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,500 | $728.9K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 7,501 | $729.0K | 0.04% | −1,309−14.9% | Reduced |
| Herold Advisors, Inc. | 7,526 | $731.5K | 0.17% | +20.0% | Added |
| MidWestOne Financial Group, Inc. | 7,537 | $732.5K | 0.13% | −263−3.4% | Reduced |
| Northern Oak Wealth Management Inc | 7,546 | $733.4K | 0.09% | −3,618−32.4% | Reduced |
| North Star Investment Management Corp. | 7,564 | $735.2K | 0.05% | −144−1.9% | Reduced |
| Belpointe Asset Management LLC | 7,587 | $737.4K | 0.05% | −8,704−53.4% | Reduced |
| Mechanics Financial Corp | 7,598 | $738.5K | 0.38% | +172+2.3% | Added |
| Jmac Enterprises LLC | 7,600 | $738.6K | 0.13% | −1,300−14.6% | Reduced |
| Beacon Financial Group | 7,600 | $738.7K | 0.08% | −40−0.5% | Reduced |
| Cypress Capital Group | 7,603 | $738.9K | 0.09% | −1,156−13.2% | Reduced |
| Brookstone Capital Management | 6,920 | $740.2K | 0.01% | +175+2.6% | Added |
| Breakwater Capital Group | 7,659 | $744.4K | 0.17% | +18+0.2% | Added |
| David Loasby | 7,239 | $748.9K | 0.07% | +362+5.3% | Added |
| Shulman DeMeo Asset Management LLC | 7,733 | $751.5K | 0.20% | −24−0.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,748 | $753.0K | 0.02% | +1,297+20.1% | Added |
| Financial Management Professionals, Inc. | 7,757 | $754.0K | 0.10% | −180−2.3% | Reduced |
| Claro Advisors LLC | 7,781 | $756.3K | 0.12% | +781+11.2% | Added |
| GeoWealth Management, LLC | 7,791 | $757.2K | 0.03% | +429+5.8% | Added |
| Rothschild Investment LLC | 7,884 | $766.2K | 0.05% | +788+11.1% | Added |
| Operose Advisors LLC | 7,888 | $766.7K | 0.27% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 7,911 | $768.9K | 0.11% | +7,911 | New |
| LGT Fund Management Co Ltd. | 7,942 | $771.9K | 0.10% | +7,942 | New |
| Waldron Private Wealth LLC | 7,965 | $774.1K | 0.03% | +111+1.4% | Added |
| Cim Investment Mangement Inc | 7,982 | $775.8K | 0.24% | −63−0.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,988 | $776.4K | 0.03% | +7,988 | New |
| Intrua Financial, LLC | 7,988 | $776.4K | 0.13% | −4,076−33.8% | Reduced |
| Corsair Capital Management, L.P. | 8,003 | $777.8K | 0.22% | −56−0.7% | Reduced |
| Genesee Capital Advisors, LLC | 8,029 | $780.3K | 0.38% | +8,029 | New |
| Cidel Asset Management Inc | 8,030 | $780.4K | 0.06% | +170+2.2% | Added |
| IHT Wealth Management, LLC | 8,069 | $784.2K | 0.03% | −42−0.5% | Reduced |
| Stevens Capital Management LP | 8,080 | $785.0K | 0.27% | +8,080 | New |
| Perpetual Ltd | 8,124 | $789.6K | 0.01% | −61−0.7% | Reduced |
| Hilltop Holdings Inc. | 8,134 | $790.5K | 0.09% | +525+6.9% | Added |
| Nilsine Partners, LLC | 8,145 | $791.6K | 0.11% | −1,241−13.2% | Reduced |
| Laurion Capital Management LP | 8,162 | $793.3K | 0.03% | +8,162 | New |
| CFM Wealth Partners LLC | 8,168 | $793.8K | 0.15% | +748+10.1% | Added |
| Bull Street Advisors, LLC | 8,199 | $797.0K | 0.38% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8,230 | $799.9K | 0.06% | +321+4.1% | Added |
| Mesirow Financial Investment Management, Inc. | 8,339 | $811.0K | 0.02% | −1,017−10.9% | Reduced |
| Proficio Capital Partners LLC | 8,386 | $815.0K | 0.09% | −1,414−14.4% | Reduced |
| Orion Capital Management LLC | 8,390 | $815.4K | 0.43% | −454−5.1% | Reduced |
| Bank of New Hampshire | 8,423 | $818.6K | 0.21% | −653−7.2% | Reduced |
| Headlands Technologies LLC | 8,478 | $824.0K | 0.09% | +8,478 | New |
| Ronald Blue Trust, Inc. | 8,761 | $824.9K | 0.01% | +2,368+37.0% | Added |
| Exchange Traded Concepts, LLC | 8,489 | $825.0K | 0.02% | +8,359+6,430.0% | Added |
| Mission Wealth Management, LP | 8,501 | $826.2K | 0.02% | +1,116+15.1% | Added |
| Sompo Asset Management Co., Ltd. | 8,540 | $830.0K | 0.14% | −1,170−12.0% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $831.0K | 1.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,582 | $834.1K | 0.07% | +26+0.3% | Added |
| TRUE Private Wealth Advisors | 8,596 | $835.5K | 0.09% | +47+0.5% | Added |
| LSV Asset Management | 8,600 | $836.0K | 0.00% | −35,300−80.4% | Reduced |
| E&G Advisors, LP | 8,710 | $840.4K | 0.25% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,674 | $843.1K | 0.04% | −901−9.4% | Reduced |
| KLCM Advisors, Inc. | 8,736 | $849.1K | 0.10% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 8,757 | $851.1K | 0.33% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,770 | $852.4K | 0.05% | +1,866+27.0% | Added |
| PEAK6 Investments LLC | 8,865 | $861.6K | 0.04% | +8,865 | New |
| Busey Wealth Management | 8,866 | $861.7K | 0.03% | −474−5.1% | Reduced |
| Sage Rhino Capital LLC | 8,881 | $863.1K | 0.21% | −593−6.3% | Reduced |
| Modera Wealth Management, LLC | 8,898 | $864.8K | 0.01% | −10,367−53.8% | Reduced |
| Carmel Capital Partners, LLC | 8,973 | $872.1K | 0.37% | +310+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,017 | $876.4K | 0.09% | +197+2.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,074 | $881.9K | 0.08% | −1,112−10.9% | Reduced |
| Summit Trail Advisors, LLC | 9,106 | $885.0K | 0.02% | −3,530−27.9% | Reduced |
| Pacific Global Investment Management CO | 9,171 | $891.4K | 0.17% | +20.0% | Added |
| Texas Capital Bancshares Inc | 9,214 | $895.5K | 0.37% | −176−1.9% | Reduced |
| First Citizens Financial Corp | 9,250 | $899.0K | 0.53% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 9,283 | $902.2K | 0.08% | −85−0.9% | Reduced |
| Mark Asset Management LP | 9,323 | $906.0K | 0.12% | +87+0.9% | Added |
| Congress Wealth Management LLC | 9,326 | $906.5K | 0.01% | −7,586−44.9% | Reduced |
| W Advisors, LLC | 9,328 | $906.6K | 0.59% | +18+0.2% | Added |
| Hamilton Capital, LLC | 9,338 | $907.5K | 0.07% | −1,722−15.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,356 | $909.3K | 0.49% | −6−0.1% | Reduced |
| Rockland Trust Co | 9,361 | $909.8K | 0.05% | +186+2.0% | Added |
| Buckley Wealth Management, LLC | 9,419 | $915.4K | 0.29% | +31+0.3% | Added |
| NCM Capital Management, LLC | 9,589 | $932.0K | 0.49% | −100−1.0% | Reduced |
| Davenport & Co LLC | 9,596 | $932.6K | 0.01% | +1,166+13.8% | Added |
| Legacy Bridge, LLC | 9,658 | $938.7K | 0.55% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,703 | $943.0K | 0.02% | −172−1.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,708 | $943.5K | 0.09% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,061 | $947.3K | 0.91% | 00.0% | Unchanged |
| Rossmore Private Capital | 9,858 | $958.1K | 0.13% | −736−6.9% | Reduced |
| Fort Point Capital Partners LLC | 9,862 | $958.5K | 0.12% | −5−0.1% | Reduced |
| Schear Investment Advisers, LLC | 9,904 | $962.6K | 0.70% | −221−2.2% | Reduced |
| Magnus Financial Group LLC | 9,952 | $967.2K | 0.11% | +217+2.2% | Added |
| Parkside Investments, LLC | 10,000 | $971.9K | 0.15% | −2,000−16.7% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $971.9K | 0.01% | 00.0% | Unchanged |