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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 11,184 | $1.09M | 0.02% | −1,994−15.1% | Reduced |
| Qtron Investments LLC | 11,169 | $1.09M | 0.16% | −2,234−16.7% | Reduced |
| Washington Trust Co | 11,080 | $1.08M | 0.04% | −432−3.8% | Reduced |
| Peoples Financial Services Corp. | 11,056 | $1.07M | 0.49% | −726−6.2% | Reduced |
| Quadcap Wealth Management, LLC | 11,033 | $1.07M | 0.19% | −383−3.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,994 | $1.07M | 0.02% | −4,904−30.8% | Reduced |
| Diversify Advisory Services, LLC | 10,412 | $1.07M | 0.06% | +92+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 10,822 | $1.05M | 0.08% | +151+1.4% | Added |
| Venturi Wealth Management, LLC | 10,793 | $1.05M | 0.06% | +240+2.3% | Added |
| Wedmont Private Capital | 10,074 | $1.05M | 0.07% | +1,594+18.8% | Added |
| First Horizon Advisors, Inc. | 10,757 | $1.05M | 0.03% | +1,182+12.3% | Added |
| Avidian Wealth Solutions, LLC | 10,745 | $1.04M | 0.05% | +673+6.7% | Added |
| Abbrea Capital, LLC | 10,743 | $1.04M | 0.14% | −560−5.0% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.04M | 0.81% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 10,635 | $1.03M | 0.18% | −2,152−16.8% | Reduced |
| Lee Financial Co | 10,634 | $1.03M | 0.17% | −5,665−34.8% | Reduced |
| Paloma Partners Management Co | 10,560 | $1.03M | 0.09% | −12,931−55.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,530 | $1.02M | 0.23% | +7+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 10,515 | $1.02M | 0.09% | +52+0.5% | Added |
| Mather Group, LLC. | 10,823 | $1.02M | 0.01% | +1,345+14.2% | Added |
| Pensionmark Financial Group, LLC | 10,389 | $1.01M | 0.06% | +10,389 | New |
| Jump Financial, LLC | 10,388 | $1.01M | 0.02% | −696−6.3% | Reduced |
| Trust Point Inc. | 10,372 | $1.01M | 0.08% | −299−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 10,238 | $995.0K | 0.05% | +7+0.1% | Added |
| Donald L. Hagan, LLC | 10,223 | $993.5K | 0.53% | −1,178−10.3% | Reduced |
| Gibraltar Capital Management, Inc. | 10,192 | $990.6K | 0.45% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 10,168 | $988.2K | 0.28% | −44−0.4% | Reduced |
| Terry L. Blaker | 10,053 | $977.1K | 0.04% | +1,055+11.7% | 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 |
| Glaxis Capital Management, LLC | 10,000 | $971.9K | 1.69% | +5,000+100.0% | Added |
| Magnus Financial Group LLC | 9,952 | $967.2K | 0.11% | +217+2.2% | Added |
| Schear Investment Advisers, LLC | 9,904 | $962.6K | 0.70% | −221−2.2% | Reduced |
| Fort Point Capital Partners LLC | 9,862 | $958.5K | 0.12% | −5−0.1% | Reduced |
| Rossmore Private Capital | 9,858 | $958.1K | 0.13% | −736−6.9% | Reduced |
| Roberts Capital Advisors, LLC | 10,061 | $947.3K | 0.91% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 9,708 | $943.5K | 0.09% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,703 | $943.0K | 0.02% | −172−1.7% | Reduced |
| Legacy Bridge, LLC | 9,658 | $938.7K | 0.55% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,596 | $932.6K | 0.01% | +1,166+13.8% | Added |
| NCM Capital Management, LLC | 9,589 | $932.0K | 0.49% | −100−1.0% | Reduced |
| Buckley Wealth Management, LLC | 9,419 | $915.4K | 0.29% | +31+0.3% | Added |
| Rockland Trust Co | 9,361 | $909.8K | 0.05% | +186+2.0% | Added |
| Retirement Planning Co of New England, Inc. | 9,356 | $909.3K | 0.49% | −6−0.1% | Reduced |
| Hamilton Capital, LLC | 9,338 | $907.5K | 0.07% | −1,722−15.6% | Reduced |
| W Advisors, LLC | 9,328 | $906.6K | 0.59% | +18+0.2% | Added |
| Congress Wealth Management LLC | 9,326 | $906.5K | 0.01% | −7,586−44.9% | Reduced |
| Mark Asset Management LP | 9,323 | $906.0K | 0.12% | +87+0.9% | Added |
| Parcion Private Wealth LLC | 9,283 | $902.2K | 0.08% | −85−0.9% | Reduced |
| First Citizens Financial Corp | 9,250 | $899.0K | 0.53% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9,214 | $895.5K | 0.37% | −176−1.9% | Reduced |
| Pacific Global Investment Management CO | 9,171 | $891.4K | 0.17% | +20.0% | Added |
| Summit Trail Advisors, LLC | 9,106 | $885.0K | 0.02% | −3,530−27.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,074 | $881.9K | 0.08% | −1,112−10.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,017 | $876.4K | 0.09% | +197+2.2% | Added |
| Carmel Capital Partners, LLC | 8,973 | $872.1K | 0.37% | +310+3.6% | Added |
| Modera Wealth Management, LLC | 8,898 | $864.8K | 0.01% | −10,367−53.8% | Reduced |
| Sage Rhino Capital LLC | 8,881 | $863.1K | 0.21% | −593−6.3% | Reduced |
| Busey Wealth Management | 8,866 | $861.7K | 0.03% | −474−5.1% | Reduced |
| PEAK6 Investments LLC | 8,865 | $861.6K | 0.04% | +8,865 | New |
| Csenge Advisory Group | 8,770 | $852.4K | 0.05% | +1,866+27.0% | Added |
| Pennsylvania Capital Management Inc | 8,757 | $851.1K | 0.33% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 8,736 | $849.1K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,674 | $843.1K | 0.04% | −901−9.4% | Reduced |
| E&G Advisors, LP | 8,710 | $840.4K | 0.25% | 00.0% | Unchanged |
| LSV Asset Management | 8,600 | $836.0K | 0.00% | −35,300−80.4% | Reduced |
| TRUE Private Wealth Advisors | 8,596 | $835.5K | 0.09% | +47+0.5% | Added |
| Good Life Advisors, LLC | 8,582 | $834.1K | 0.07% | +26+0.3% | Added |
| New Vernon Investment Management LLC | 8,550 | $831.0K | 1.08% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 8,540 | $830.0K | 0.14% | −1,170−12.0% | Reduced |
| Mission Wealth Management, LP | 8,501 | $826.2K | 0.02% | +1,116+15.1% | Added |
| Exchange Traded Concepts, LLC | 8,489 | $825.0K | 0.02% | +8,359+6,430.0% | Added |
| Ronald Blue Trust, Inc. | 8,761 | $824.9K | 0.01% | +2,368+37.0% | Added |
| Headlands Technologies LLC | 8,478 | $824.0K | 0.09% | +8,478 | New |
| Bank of New Hampshire | 8,423 | $818.6K | 0.21% | −653−7.2% | Reduced |
| Orion Capital Management LLC | 8,390 | $815.4K | 0.43% | −454−5.1% | Reduced |
| Proficio Capital Partners LLC | 8,386 | $815.0K | 0.09% | −1,414−14.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,339 | $811.0K | 0.02% | −1,017−10.9% | Reduced |
| Asset Dedication, LLC | 8,230 | $799.9K | 0.06% | +321+4.1% | Added |
| Bull Street Advisors, LLC | 8,199 | $797.0K | 0.38% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 8,168 | $793.8K | 0.15% | +748+10.1% | Added |
| Laurion Capital Management LP | 8,162 | $793.3K | 0.03% | +8,162 | New |
| Nilsine Partners, LLC | 8,145 | $791.6K | 0.11% | −1,241−13.2% | Reduced |
| Hilltop Holdings Inc. | 8,134 | $790.5K | 0.09% | +525+6.9% | Added |
| Perpetual Ltd | 8,124 | $789.6K | 0.01% | −61−0.7% | Reduced |
| Stevens Capital Management LP | 8,080 | $785.0K | 0.27% | +8,080 | New |
| IHT Wealth Management, LLC | 8,069 | $784.2K | 0.03% | −42−0.5% | Reduced |
| Cidel Asset Management Inc | 8,030 | $780.4K | 0.06% | +170+2.2% | Added |
| Genesee Capital Advisors, LLC | 8,029 | $780.3K | 0.38% | +8,029 | New |
| Corsair Capital Management, L.P. | 8,003 | $777.8K | 0.22% | −56−0.7% | Reduced |
| Intrua Financial, LLC | 7,988 | $776.4K | 0.13% | −4,076−33.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,988 | $776.4K | 0.03% | +7,988 | New |
| Cim Investment Mangement Inc | 7,982 | $775.8K | 0.24% | −63−0.8% | Reduced |
| Waldron Private Wealth LLC | 7,965 | $774.1K | 0.03% | +111+1.4% | Added |
| LGT Fund Management Co Ltd. | 7,942 | $771.9K | 0.10% | +7,942 | New |
| Patton Albertson Miller Group, LLC | 7,911 | $768.9K | 0.11% | +7,911 | New |
| Operose Advisors LLC | 7,888 | $766.7K | 0.27% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7,884 | $766.2K | 0.05% | +788+11.1% | Added |
| GeoWealth Management, LLC | 7,791 | $757.2K | 0.03% | +429+5.8% | Added |
| Claro Advisors LLC | 7,781 | $756.3K | 0.12% | +781+11.2% | Added |