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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 7,757 | $754.0K | 0.10% | −180−2.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,748 | $753.0K | 0.02% | +1,297+20.1% | Added |
| Shulman DeMeo Asset Management LLC | 7,733 | $751.5K | 0.20% | −24−0.3% | Reduced |
| David Loasby | 7,239 | $748.9K | 0.07% | +362+5.3% | Added |
| Breakwater Capital Group | 7,659 | $744.4K | 0.17% | +18+0.2% | Added |
| Brookstone Capital Management | 6,920 | $740.2K | 0.01% | +175+2.6% | Added |
| Cypress Capital Group | 7,603 | $738.9K | 0.09% | −1,156−13.2% | Reduced |
| Beacon Financial Group | 7,600 | $738.7K | 0.08% | −40−0.5% | Reduced |
| Jmac Enterprises LLC | 7,600 | $738.6K | 0.13% | −1,300−14.6% | Reduced |
| Mechanics Financial Corp | 7,598 | $738.5K | 0.38% | +172+2.3% | Added |
| Belpointe Asset Management LLC | 7,587 | $737.4K | 0.05% | −8,704−53.4% | Reduced |
| North Star Investment Management Corp. | 7,564 | $735.2K | 0.05% | −144−1.9% | Reduced |
| Northern Oak Wealth Management Inc | 7,546 | $733.4K | 0.09% | −3,618−32.4% | Reduced |
| MidWestOne Financial Group, Inc. | 7,537 | $732.5K | 0.13% | −263−3.4% | Reduced |
| Herold Advisors, Inc. | 7,526 | $731.5K | 0.17% | +20.0% | Added |
| Change Path, LLC | 7,501 | $729.0K | 0.04% | −1,309−14.9% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $728.9K | 0.02% | 00.0% | Unchanged |
| Independent Investors Inc | 7,483 | $727.3K | 0.16% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 7,450 | $724.1K | 0.18% | −50−0.7% | Reduced |
| Sunbelt Securities, Inc. | 7,441 | $723.1K | 0.07% | +30+0.4% | Added |
| Sapient Capital LLC | 7,439 | $723.0K | 0.02% | −1,355−15.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,418 | $721.0K | 0.02% | −86−1.1% | Reduced |
| Cookson Peirce & Co Inc | 7,317 | $711.1K | 0.03% | −1,841−20.1% | Reduced |
| Norden Group LLC | 7,306 | $710.1K | 0.14% | −1,315−15.3% | Reduced |
| KPP Advisory Services LLC | 7,294 | $708.9K | 0.19% | +601+9.0% | Added |
| Charles Schwab Trust Co | 7,280 | $707.5K | 0.07% | +194+2.7% | Added |
| Sciencast Management LP | 7,257 | $705.3K | 0.25% | +7,257 | New |
| Transamerica Financial Advisors, Inc. | 7,224 | $703.0K | 0.08% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 7,219 | $701.6K | 0.50% | +2,152+42.5% | Added |
| Robotti Robert | 7,215 | $701.2K | 0.11% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,212 | $700.9K | 0.31% | −350−4.6% | Reduced |
| Private Trust Co NA | 7,203 | $700.1K | 0.08% | +144+2.0% | Added |
| Bank of Stockton | 7,193 | $699.1K | 0.22% | +755+11.7% | Added |
| Hyman Charles D | 7,188 | $699.0K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,185 | $698.3K | 0.22% | +75+1.1% | Added |
| Arkadios Wealth Advisors | 7,157 | $695.6K | 0.05% | +2,245+45.7% | Added |
| Congress Park Capital LLC | 7,154 | $695.3K | 0.28% | −848−10.6% | Reduced |
| Hills Bank & Trust Co | 7,137 | $693.6K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,085 | $688.7K | 0.05% | −27−0.4% | Reduced |
| TriaGen Wealth Management LLC | 7,068 | $686.9K | 0.27% | −37−0.5% | Reduced |
| Strategic Blueprint, LLC | 7,024 | $682.7K | 0.05% | +183+2.7% | Added |
| Berkshire Bank | 7,019 | $682.2K | 0.17% | −907−11.4% | Reduced |
| Portside Wealth Group, LLC | 7,012 | $681.5K | 0.13% | −556−7.3% | Reduced |
| Legacy Financial Advisors, Inc. | 7,001 | $680.4K | 0.12% | +1,107+18.8% | Added |
| Clifford Group, LLC | 6,991 | $679.4K | 0.55% | −110−1.5% | Reduced |
| Gryphon Financial Partners LLC | 6,968 | $677.2K | 0.10% | +1,551+28.6% | Added |
| Quilter Plc | 6,940 | $674.5K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,932 | $673.7K | 0.16% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,906 | $671.2K | 0.42% | −239−3.3% | Reduced |
| Inscription Capital, LLC | 6,886 | $669.2K | 0.11% | +8+0.1% | Added |
| Kesler, Norman & Wride, LLC | 6,885 | $669.2K | 0.14% | −134−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,430 | $667.1K | 0.03% | +104+1.6% | Added |
| Empire Financial Management Company, LLC | 6,849 | $665.7K | 0.22% | +311+4.8% | Added |
| 1832 Asset Management L.P. | 6,846 | $665.4K | 0.00% | −1,044−13.2% | Reduced |
| LexAurum Advisors, LLC | 6,826 | $663.4K | 0.16% | −172−2.5% | Reduced |
| Anchor Investment Management, LLC | 6,784 | $659.3K | 0.07% | +457+7.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,770 | $658.0K | 0.07% | −2,691−28.4% | Reduced |
| Zacks Investment Management | 6,770 | $658.0K | 0.01% | +6,770 | New |
| Affinity Investment Advisors, LLC | 6,732 | $654.3K | 0.49% | −9−0.1% | Reduced |
| Canton Hathaway, LLC | 6,725 | $654.0K | 0.18% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,877 | $651.8K | 0.27% | −41−0.6% | Reduced |
| Welch & Forbes LLC | 6,408 | $650.0K | 0.01% | +141+2.2% | Added |
| Financial Engines Advisors L.L.C. | 6,680 | $649.2K | 0.00% | −314−4.5% | Reduced |
| Alera Investment Advisors, LLC | 6,667 | $648.0K | 0.08% | −3,972−37.3% | Reduced |
| Harbor Advisors LLC | 6,608 | $642.2K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 6,603 | $641.8K | 0.03% | +412+6.7% | Added |
| Washburn Capital Management, Inc. | 6,576 | $639.1K | 0.46% | −865−11.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,561 | $637.7K | 0.38% | −2,735−29.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,557 | $637.4K | 0.02% | +337+5.4% | Added |
| Visionary Wealth Advisors | 6,546 | $636.2K | 0.04% | −14−0.2% | Reduced |
| Beta Wealth Group, Inc. | 6,519 | $633.6K | 0.30% | +205+3.2% | Added |
| Smartleaf Asset Management LLC | 6,612 | $633.3K | 0.10% | +1,985+42.9% | Added |
| Alpine Global Management, LLC | 6,500 | $631.7K | 0.11% | +6,500 | New |
| Graham Capital Management, L.P. | 6,468 | $628.6K | 0.02% | +6,468 | New |
| Lee Danner & Bass Inc | 6,463 | $628.0K | 0.05% | +6,463 | New |
| Somerville Kurt F | 6,430 | $624.9K | 0.11% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,429 | $624.8K | 0.49% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 6,403 | $622.3K | 0.13% | +4,110+179.2% | Added |
| Personal Cfo Solutions, LLC | 6,377 | $619.8K | 0.10% | −136−2.1% | Reduced |
| Aaron Wealth Advisors | 6,357 | $617.8K | 0.09% | +658+11.5% | Added |
| 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 |
| Grove Bank & Trust | 6,302 | $612.5K | 0.10% | −19−0.3% | Reduced |
| Catalyst Financial Partners LLC | 6,277 | $610.1K | 0.13% | +272+4.5% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $606.8K | 0.35% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,237 | $606.2K | 0.03% | −714−10.3% | Reduced |
| Cooper Financial Group | 6,236 | $606.0K | 0.09% | −2,405−27.8% | Reduced |
| Pictet & Cie (Europe) SA | 6,234 | $605.9K | 0.01% | +93+1.5% | Added |
| Shufro Rose & Co LLC | 6,220 | $604.5K | 0.05% | −200−3.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $602.6K | 0.15% | −5−0.1% | Reduced |
| Graypoint LLC | 6,146 | $597.3K | 0.04% | +856+16.2% | Added |
| Versor Investments LP | 6,122 | $595.0K | 0.11% | +6,122 | New |
| First Foundation Advisors | 6,117 | $594.5K | 0.02% | −404−6.2% | Reduced |
| Gladstone Institutional Advisory LLC | 6,102 | $593.1K | 0.03% | −32,904−84.4% | Reduced |
| Gratus Capital LLC | 6,102 | $593.1K | 0.02% | +610+11.1% | Added |
| Buckingham Strategic Wealth, LLC | 6,094 | $592.3K | 0.01% | −903−12.9% | Reduced |
| Empower Advisory Group, LLC | 6,088 | $591.7K | 0.00% | −2,374−28.1% | Reduced |
| Capital Square, LLC | 5,759 | $590.0K | 0.38% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,068 | $589.7K | 0.03% | +6,068 | New |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $589.7K | 0.16% | +325+5.7% | Added |