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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 4,803 | $466.8K | 0.06% | +463+10.7% | Added |
| Cable Hill Partners, LLC | 4,797 | $466.2K | 0.05% | +4,797 | New |
| L2 Asset Management, LLC | 4,785 | $465.1K | 0.14% | +332+7.5% | Added |
| Nottingham Advisors, Inc. | 4,784 | $465.0K | 0.06% | +4,784 | New |
| CNB Bank | 4,771 | $463.7K | 0.22% | −2,826−37.2% | Reduced |
| Everpar Advisors LLC | 4,770 | $463.6K | 0.23% | −191−3.9% | Reduced |
| Marcum Wealth, LLC | 4,752 | $461.8K | 0.05% | +130+2.8% | Added |
| Willner & Heller, LLC | 4,743 | $461.0K | 0.44% | −374−7.3% | Reduced |
| Bank of Nova Scotia Trust Co | 4,727 | $459.4K | 0.05% | −973−17.1% | Reduced |
| Evergreen Capital Management LLC | 4,723 | $459.0K | 0.02% | +1,028+27.8% | Added |
| Insight 2811, Inc. | 4,722 | $458.9K | 0.24% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,689 | $455.8K | 0.04% | +1,205+34.6% | Added |
| Mosley Wealth Management | 4,680 | $454.8K | 0.39% | −160−3.3% | Reduced |
| Marex Group plc | 4,644 | $451.4K | 0.01% | +4,644 | New |
| Mechanics Bank Trust Department | 4,643 | $451.3K | 0.06% | +2,317+99.6% | Added |
| Suvretta Capital Management, LLC | 4,611 | $448.1K | 0.02% | −3,030−39.7% | Reduced |
| Pinnacle Financial Partners Inc | 4,606 | $447.7K | 0.01% | +293+6.8% | Added |
| Mosaic Family Wealth Partners, LLC | 4,606 | $447.7K | 0.07% | −40−0.9% | Reduced |
| Strait & Sound Wealth Management LLC | 4,601 | $447.2K | 0.23% | +1,624+54.6% | Added |
| Private Capital Management LLC | 4,589 | $446.0K | 0.09% | +390+9.3% | Added |
| DT Investment Partners, LLC | 4,536 | $440.9K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,535 | $440.8K | 0.22% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,521 | $439.4K | 0.04% | −487−9.7% | Reduced |
| West Oak Capital, LLC | 4,515 | $438.8K | 0.18% | −3,832−45.9% | Reduced |
| HBK Sorce Advisory LLC | 4,502 | $437.6K | 0.02% | +60+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,498 | $437.2K | 0.05% | +208+4.8% | Added |
| Ledyard National Bank | 4,496 | $437.0K | 0.04% | +5+0.1% | Added |
| Baron Wealth Management LLC | 4,483 | $435.7K | 0.23% | −20.0% | Reduced |
| AlphaCore Capital LLC | 4,477 | $435.2K | 0.11% | +1,531+52.0% | Added |
| Summit Global Investments | 4,464 | $434.0K | 0.03% | +1,820+68.8% | Added |
| Smithfield Trust Co | 4,478 | $433.0K | 0.02% | −15−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 4,455 | $432.9K | 0.06% | +1,069+31.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,427 | $430.3K | 0.19% | +27+0.6% | Added |
| Cornerstone Wealth Management, LLC | 4,418 | $429.4K | 0.03% | −49−1.1% | Reduced |
| GFG Capital, LLC | 4,400 | $427.6K | 0.12% | −6,447−59.4% | Reduced |
| Fort Washington Investment Advisors Inc | 4,381 | $425.8K | 0.00% | +483+12.4% | Added |
| IPG Investment Advisors LLC | 4,375 | $425.2K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 4,396 | $425.1K | 0.04% | +1,409+47.2% | Added |
| Moss Adams Wealth Advisors LLC | 4,374 | $425.1K | 0.06% | +428+10.8% | Added |
| Tiemann Investment Advisors, LLC | 4,351 | $422.9K | 0.19% | −75−1.7% | Reduced |
| Hudock, Inc. | 4,341 | $421.9K | 0.08% | −92−2.1% | Reduced |
| Powell Investment Advisors, LLC | 4,335 | $421.3K | 0.22% | +36+0.8% | Added |
| Catalina Capital Group, LLC | 4,302 | $418.1K | 0.16% | +669+18.4% | Added |
| Green Harvest Asset Management LLC | 4,294 | $417.3K | 0.01% | −551−11.4% | Reduced |
| Buckingham Strategic Partners | 4,276 | $415.6K | 0.01% | +882+26.0% | Added |
| Knollwood Investment Advisory, LLC | 4,258 | $413.8K | 0.05% | +4,258 | New |
| Fox Run Management, L.L.C. | 4,229 | $411.0K | 0.08% | −10,149−70.6% | Reduced |
| Salzhauer Michael | 4,225 | $410.6K | 0.33% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,202 | $408.4K | 0.02% | −386−8.4% | Reduced |
| Holderness Investments Co | 4,186 | $406.8K | 0.10% | +218+5.5% | Added |
| Centric Wealth Management | 3,894 | $405.8K | 0.12% | +10.0% | Added |
| Baker Tilly Wealth Management, LLC | 4,170 | $405.3K | 0.17% | −6,366−60.4% | Reduced |
| Corton Capital Inc. | 4,168 | $405.1K | 0.21% | −2,380−36.3% | Reduced |
| Morningstar Investment Services LLC | 4,209 | $403.0K | 0.00% | +1,248+42.1% | Added |
| Goldstone Financial Group, LLC | 4,136 | $402.0K | 0.08% | +640+18.3% | Added |
| Triad Wealth Partners, LLC | 4,136 | $402.0K | 0.21% | +89+2.2% | Added |
| Millennium Capital Advisors, LLC | 4,134 | $401.8K | 0.27% | −354−7.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $401.7K | 0.25% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,129 | $401.0K | 0.10% | +20+0.5% | Added |
| Colonial River Wealth Management, LLC | 4,119 | $400.3K | 0.22% | −998−19.5% | Reduced |
| Titleist Asset Management, LLC | 4,116 | $400.1K | 0.06% | −178−4.1% | Reduced |
| Riverwater Partners LLC | 4,114 | $399.8K | 0.30% | −316−7.1% | Reduced |
| Apriem Advisors | 4,111 | $399.5K | 0.05% | +400+10.8% | Added |
| Daymark Wealth Partners, LLC | 4,083 | $396.8K | 0.02% | +4,083 | New |
| Park National Corp | 4,080 | $396.5K | 0.01% | +18+0.4% | Added |
| Bullock Wealth Management Group | 3,997 | $396.3K | 0.26% | −44−1.1% | Reduced |
| Shepherd Financial Partners LLC | 4,076 | $396.2K | 0.05% | +20.0% | Added |
| X-Square Capital, LLC | 4,067 | $395.0K | 0.18% | −248−5.7% | Reduced |
| Brown Capital Management LLC | 4,063 | $394.9K | 0.01% | +39+1.0% | Added |
| Point72 (DIFC) Ltd | 4,062 | $394.8K | 0.03% | −9,036−69.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,060 | $394.6K | 0.05% | −600−12.9% | Reduced |
| Richwood Investment Advisors, LLC | 4,053 | $393.9K | 0.35% | +1,291+46.7% | Added |
| Allen Investment Management LLC | 4,034 | $392.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $392.1K | 0.23% | +4,034 | New |
| Everhart Financial Group, Inc. | 4,030 | $391.7K | 0.10% | +1,385+52.4% | Added |
| SOL Capital Management CO | 4,020 | $391.0K | 0.05% | +900+28.8% | Added |
| Warren Averett Asset Management, LLC | 4,021 | $390.8K | 0.01% | +369+10.1% | Added |
| Emfo, LLC | 4,000 | $388.8K | 0.35% | +1,000+33.3% | Added |
| Independence Bank of Kentucky | 3,985 | $387.3K | 0.10% | +981+32.7% | Added |
| Destination Wealth Management | 3,967 | $385.6K | 0.01% | +10.0% | Added |
| Jackson Creek Investment Advisors LLC | 3,950 | $384.0K | 0.14% | −185−4.5% | Reduced |
| Fortem Financial Group, LLC | 3,928 | $381.8K | 0.16% | −300−7.1% | Reduced |
| First Trust Investment Solutions L.P. | 3,926 | $381.6K | 0.05% | +1,188+43.4% | Added |
| Two Sigma Securities, LLC | 3,904 | $379.4K | 0.02% | −40,621−91.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,891 | $378.2K | 0.06% | −1,830−32.0% | Reduced |
| Allstate Corp | 3,884 | $377.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,874 | $376.5K | 0.03% | +257+7.1% | Added |
| Measured Wealth Private Client Group, LLC | 3,874 | $376.5K | 0.13% | +216+5.9% | Added |
| AdvisorNet Financial, Inc | 3,870 | $376.2K | 0.03% | +75+2.0% | Added |
| One Wealth Advisors, LLC | 3,924 | $376.1K | 0.08% | −762−16.3% | Reduced |
| Lake Street Financial LLC | 3,862 | $375.3K | 0.05% | −1,894−32.9% | Reduced |
| Relative Value Partners Group, LLC | 3,862 | $375.3K | 0.05% | −939−19.6% | Reduced |
| Tanager Wealth Management LLP | 3,850 | $374.2K | 0.06% | +56+1.5% | Added |
| Amplius Wealth Advisors, LLC | 3,807 | $370.0K | 0.04% | +91+2.4% | Added |
| Cetera Trust Company, N.A | 3,804 | $369.7K | 0.23% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,803 | $369.6K | 0.06% | −96−2.5% | Reduced |
| Marino, Stram & Associates LLC | 3,802 | $369.5K | 0.09% | −1,795−32.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $368.5K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,764 | $365.8K | 0.05% | −65−1.7% | Reduced |
| Overbrook Management Corp | 3,764 | $365.8K | 0.09% | 00.0% | Unchanged |