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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 5,782 | $589.6K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,052 | $588.0K | 0.26% | −1,239−17.0% | Reduced |
| Mach-1 Financial Group, Inc. | 6,042 | $587.3K | 0.41% | +569+10.4% | Added |
| Orca Investment Management, LLC | 6,037 | $586.7K | 0.56% | −29−0.5% | Reduced |
| Tributary Capital Management, LLC | 6,030 | $586.1K | 0.05% | +3,250+116.9% | Added |
| First American Trust, FSB | 6,011 | $584.2K | 0.06% | +569+10.5% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $583.1K | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,984 | $581.6K | 0.04% | −409−6.4% | Reduced |
| Davis R M Inc | 5,982 | $581.4K | 0.01% | +1,034+20.9% | Added |
| Moneta Group Investment Advisors LLC | 5,972 | $580.4K | 0.01% | +312+5.5% | Added |
| Pacitti Group Inc. | 5,968 | $580.1K | 0.30% | +274+4.8% | Added |
| Moors & Cabot, Inc. | 5,964 | $579.6K | 0.03% | −603−9.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 5,943 | $577.6K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 5,581 | $576.0K | 0.05% | −667−10.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $575.7K | 0.03% | +20.0% | Added |
| Ramirez Asset Management, Inc. | 5,890 | $572.4K | 0.12% | −2,100−26.3% | Reduced |
| HM Payson & Co | 5,871 | $570.6K | 0.01% | −230−3.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,846 | $568.2K | 0.24% | −156−2.6% | Reduced |
| Curbstone Financial Management Corp | 5,832 | $566.8K | 0.12% | +200+3.6% | Added |
| US Asset Management LLC | 5,824 | $566.0K | 0.51% | −291−4.8% | Reduced |
| Sage Mountain Advisors LLC | 5,808 | $564.5K | 0.05% | +1,492+34.6% | Added |
| Westover Capital Advisors, LLC | 5,803 | $564.0K | 0.15% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,800 | $563.7K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 5,789 | $563.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,779 | $561.6K | 0.03% | +6+0.1% | Added |
| Berger Financial Group, Inc | 5,770 | $560.8K | 0.04% | −54−0.9% | Reduced |
| Resonant Capital Advisors, LLC | 5,768 | $560.6K | 0.05% | +871+17.8% | Added |
| Prio Wealth Limited Partnership | 5,764 | $560.2K | 0.02% | −668−10.4% | Reduced |
| Legacy Capital Group California, Inc. | 5,746 | $558.5K | 0.20% | +57+1.0% | Added |
| Calton & Associates, Inc. | 5,722 | $556.1K | 0.28% | +3+0.1% | Added |
| Wealth Effects LLC | 5,700 | $554.0K | 0.20% | −56−1.0% | Reduced |
| Lindbrook Capital, LLC | 5,695 | $553.5K | 0.05% | +325+6.1% | Added |
| Syon Capital LLC | 5,694 | $553.4K | 0.05% | +167+3.0% | Added |
| Chapin Davis, Inc. | 5,675 | $551.5K | 0.19% | −139−2.4% | Reduced |
| Essex Financial Services, Inc. | 5,828 | $550.8K | 0.04% | −224−3.7% | Reduced |
| LS Investment Advisors, LLC | 5,650 | $549.1K | 0.09% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 5,641 | $548.2K | 0.01% | +184+3.4% | Added |
| Evexia Wealth LLC | 5,334 | $546.4K | 0.21% | −29−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,615 | $545.8K | 0.06% | −504−8.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,614 | $545.6K | 0.08% | −536−8.7% | Reduced |
| PDS Planning, Inc | 5,598 | $544.1K | 0.05% | +124+2.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,592 | $543.5K | 0.02% | +614+12.3% | Added |
| Kingsview Wealth Management, LLC | 5,591 | $543.4K | 0.01% | +17+0.3% | Added |
| McDonald Partners LLC | 5,556 | $540.0K | 0.14% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 5,539 | $538.0K | 0.19% | +5,539 | New |
| Bahl & Gaynor Inc | 5,522 | $536.7K | 0.00% | −23−0.4% | Reduced |
| Financial Advisors, LLC | 5,476 | $532.2K | 0.11% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,476 | $532.2K | 0.05% | +216+4.1% | Added |
| Arbor Investment Advisors, LLC | 5,460 | $530.7K | 0.08% | −1,043−16.0% | Reduced |
| Adirondack Trust Co | 5,421 | $526.8K | 0.22% | −32−0.6% | Reduced |
| Lazari Capital Management, Inc. | 5,409 | $525.7K | 0.24% | +5,409 | New |
| Strategic Investment Advisors | 5,404 | $525.2K | 0.06% | −469−8.0% | Reduced |
| Two Sigma Advisers, LP | 5,400 | $524.8K | 0.00% | −74,500−93.2% | Reduced |
| Flagship Harbor Advisors, LLC | 5,391 | $523.9K | 0.03% | +5,391 | New |
| Canopy Partners, LLC | 5,384 | $523.3K | 0.24% | +27+0.5% | Added |
| ASB Consultores, LLC | 5,336 | $518.6K | 0.19% | −3,915−42.3% | Reduced |
| Northern Financial Advisors Inc | 5,299 | $515.0K | 0.41% | −9−0.2% | Reduced |
| Blueprint Investment Partners LLC | 5,291 | $514.2K | 0.11% | −936−15.0% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $508.4K | 0.15% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 5,200 | $505.4K | 0.21% | +5,200 | New |
| 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 |
| Addison Advisors LLC | 5,188 | $504.2K | 0.16% | +284+5.8% | Added |
| Adviser Investments LLC | 5,159 | $501.4K | 0.01% | +2,106+69.0% | Added |
| Peoples Bank | 5,126 | $498.2K | 0.26% | +146+2.9% | Added |
| Arete Wealth Advisors, LLC | 5,135 | $497.0K | 0.04% | +5,135 | New |
| Ausdal Financial Partners, Inc. | 5,107 | $496.3K | 0.05% | −7−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 5,100 | $495.7K | 0.14% | +140+2.8% | Added |
| STAR Financial Bank | 5,096 | $495.3K | 0.38% | −744−12.7% | Reduced |
| Hexagon Capital Partners LLC | 5,094 | $495.0K | 0.11% | −242−4.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,083 | $494.0K | 0.01% | +937+22.6% | Added |
| Strategic Financial Services, Inc, | 5,082 | $493.9K | 0.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 5,065 | $492.3K | 0.41% | −250−4.7% | Reduced |
| Lebenthal Global Advisors, LLC | 5,057 | $491.5K | 0.11% | −1,086−17.7% | Reduced |
| Childress Capital Advisors, LLC | 5,049 | $490.8K | 0.14% | +281+5.9% | Added |
| Evernest Financial Advisors, LLC | 5,047 | $490.5K | 0.22% | −6−0.1% | Reduced |
| Bank of Hawaii | 5,031 | $489.0K | 0.02% | +604+13.6% | Added |
| Northeast Financial Consultants Inc | 5,025 | $488.4K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,021 | $488.0K | 0.05% | +4+0.1% | Added |
| Arcataur Capital Management LLC | 5,012 | $487.1K | 0.17% | −35−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 5,011 | $487.0K | 0.03% | +517+11.5% | Added |
| BSW Wealth Partners | 5,008 | $486.7K | 0.08% | +280+5.9% | Added |
| Diversify Wealth Management, LLC | 5,285 | $486.5K | 0.06% | +5,285 | New |
| IFP Advisors, Inc | 4,999 | $485.9K | 0.02% | +710+16.6% | Added |
| Hancock Whitney Corp | 4,977 | $483.7K | 0.02% | −1,925−27.9% | Reduced |
| BKD Wealth Advisors, LLC | 4,973 | $483.4K | 0.01% | −145−2.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 4,968 | $482.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,950 | $481.1K | 0.14% | +50+1.0% | Added |
| Boston Financial Mangement LLC | 4,947 | $480.8K | 0.02% | −101−2.0% | Reduced |
| Legacy Advisors, LLC | 4,945 | $480.6K | 0.06% | +1,197+31.9% | Added |
| Humankind Investments LLC | 4,941 | $480.2K | 0.13% | +4,941 | New |
| Rehmann Capital Advisory Group | 4,939 | $480.1K | 0.03% | +83+1.7% | Added |
| Register Financial Advisors LLC | 4,939 | $480.0K | 0.24% | +3+0.1% | Added |
| Bell Bank | 4,920 | $478.2K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $472.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,860 | $472.4K | 0.05% | −173−3.4% | Reduced |
| Larson Financial Group LLC | 4,856 | $472.0K | 0.03% | +2,351+93.9% | Added |
| GM Advisory Group, Inc. | 4,850 | $471.4K | 0.03% | +267+5.8% | Added |
| Arista Wealth Management, LLC | 4,815 | $468.0K | 0.12% | +4,815 | New |
| Renaissance Investment Group LLC | 4,550 | $466.9K | 0.10% | 00.0% | Unchanged |