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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 3,750 | $364.5K | 0.14% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,708 | $364.4K | 0.07% | +3,708 | New |
| Angeles Wealth Management, LLC | 3,734 | $362.9K | 0.03% | −245−6.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,652 | $362.1K | 0.11% | −109−2.9% | Reduced |
| Roundview Capital LLC | 3,725 | $362.0K | 0.03% | +176+5.0% | Added |
| Samalin Investment Counsel, LLC | 3,719 | $361.5K | 0.17% | +276+8.0% | Added |
| Trilogy Capital Inc. | 3,718 | $361.4K | 0.02% | +561+17.8% | Added |
| Cornerstone Wealth Group, LLC | 3,713 | $360.9K | 0.03% | +66+1.8% | Added |
| First County Bank | 3,713 | $360.9K | 0.19% | −94−2.5% | Reduced |
| Wealth Alliance | 3,698 | $359.4K | 0.05% | +11+0.3% | Added |
| Bryn Mawr Trust Co | 3,680 | $357.7K | 0.01% | −29−0.8% | Reduced |
| Farmers National Bank | 3,670 | $356.7K | 0.11% | −4−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,653 | $355.0K | 0.01% | +94+2.6% | Added |
| Sentinus, LLC | 3,646 | $354.4K | 0.12% | +237+7.0% | Added |
| Altus Wealth Group LLC | 3,645 | $354.2K | 0.18% | −97−2.6% | Reduced |
| One Capital Management, LLC | 3,644 | $354.2K | 0.01% | +3,644 | New |
| Hoylecohen, LLC | 3,632 | $353.0K | 0.03% | −438−10.8% | Reduced |
| Voya Financial Advisors, Inc. | 3,682 | $352.6K | 0.04% | −303−7.6% | Reduced |
| First Financial Bank - Trust Division | 3,626 | $352.4K | 0.03% | +6+0.2% | Added |
| Davidson Investment Advisors | 3,623 | $352.1K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 3,621 | $351.9K | 0.00% | +2,026+127.0% | Added |
| Prestige Wealth Management Group LLC | 3,614 | $351.2K | 0.08% | +1,371+61.1% | Added |
| Wellington Shields Capital Management, LLC | 3,607 | $350.6K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,598 | $350.0K | 0.11% | +2+0.1% | Added |
| RMR Wealth Builders | 3,600 | $349.9K | 0.04% | +21+0.6% | Added |
| Alta Advisers Ltd | 3,600 | $349.9K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,595 | $349.4K | 0.06% | +59+1.7% | Added |
| Quantum Financial Advisors, LLC | 3,567 | $346.7K | 0.06% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,544 | $344.4K | 0.09% | +149+4.4% | Added |
| Oxford Financial Group Ltd | 3,532 | $343.3K | 0.02% | +3,532 | New |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,517 | $341.8K | 0.14% | +46+1.3% | Added |
| Kovack Advisors, Inc. | 3,514 | $341.5K | 0.04% | −344−8.9% | Reduced |
| Cohen & Steers, Inc. | 3,486 | $339.0K | 0.00% | −67−1.9% | Reduced |
| Grandfield & Dodd, LLC | 3,470 | $337.2K | 0.02% | +635+22.4% | Added |
| Focus Financial Network, Inc. | 3,118 | $333.5K | 0.01% | +635+25.6% | Added |
| Community Bank of Raymore | 3,420 | $332.4K | 0.26% | −23,520−87.3% | Reduced |
| BNP Paribas | 3,415 | $331.9K | 0.02% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,406 | $331.0K | 0.28% | +86+2.6% | Added |
| Alerus Financial NA | 3,402 | $330.6K | 0.02% | −17−0.5% | Reduced |
| Jacobi Capital Management LLC | 3,395 | $330.0K | 0.03% | +97+2.9% | Added |
| American National Bank | 3,388 | $329.3K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,384 | $328.9K | 0.09% | −223−6.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,381 | $328.6K | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,371 | $327.6K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,353 | $325.9K | 0.01% | +570+20.5% | Added |
| City State Bank | 3,328 | $323.4K | 0.13% | −14−0.4% | Reduced |
| Manchester Capital Management LLC | 3,313 | $322.0K | 0.04% | +178+5.7% | Added |
| Fiduciary Family Office, LLC | 3,296 | $320.3K | 0.13% | −45−1.3% | Reduced |
| Ostrum Asset Management | 3,292 | $319.9K | 0.03% | −7,289−68.9% | Reduced |
| Onefund, LLC | 3,272 | $318.0K | 0.35% | +48+1.5% | Added |
| Proathlete Wealth Management LLC | 3,268 | $317.6K | 0.15% | +268+8.9% | Added |
| Easterly Investment Partners LLC | 3,267 | $317.5K | 0.03% | −154,302−97.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,267 | $317.5K | 0.01% | −382−10.5% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $314.8K | 0.26% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,237 | $314.6K | 0.01% | −5−0.2% | Reduced |
| ClearAlpha Technologies LP | 3,231 | $314.0K | 0.12% | +3,231 | New |
| JGP Wealth Management, LLC | 3,224 | $313.3K | 0.04% | −13−0.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,200 | $311.0K | 0.08% | −10,300−76.3% | Reduced |
| Apexium Financial, LP | 3,197 | $310.7K | 0.02% | −53−1.6% | Reduced |
| Essex Savings Bank | 3,192 | $310.2K | 0.08% | −758−19.2% | Reduced |
| Hobbs Group Advisors, LLC | 3,181 | $309.2K | 0.12% | +3,181 | New |
| Waddell & Associates, LLC | 3,178 | $308.9K | 0.04% | +143+4.7% | Added |
| Silver Coast Investments LLC | 3,172 | $308.3K | 0.13% | −985−23.7% | Reduced |
| Circle Wealth Management, LLC | 3,166 | $307.7K | 0.01% | −557−15.0% | Reduced |
| Continuum Advisory, LLC | 3,161 | $307.2K | 0.04% | +164+5.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,159 | $307.0K | 0.09% | +337+11.9% | Added |
| Fiducient Advisors LLC | 3,149 | $306.1K | 0.04% | −73−2.3% | Reduced |
| San Luis Wealth Advisors LLC | 3,144 | $306.0K | 0.07% | +3,144 | New |
| Northwest Bancshares, Inc. | 3,104 | $301.7K | 0.05% | −15−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 3,097 | $301.0K | 0.35% | −67−2.1% | Reduced |
| Zhang Financial LLC | 3,094 | $300.7K | 0.02% | +64+2.1% | Added |
| Trueblood Wealth Management, LLC | 3,080 | $299.3K | 0.17% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,058 | $297.2K | 0.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,054 | $296.8K | 0.04% | +10.0% | Added |
| Lokken Investment Group LLC | 3,053 | $296.7K | 0.14% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,050 | $296.4K | 0.13% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,044 | $295.8K | 0.03% | +269+9.7% | Added |
| Pallas Capital Advisors LLC | 2,822 | $295.8K | 0.01% | +396+16.3% | Added |
| New Covenant Trust Company, N.A. | 2,897 | $295.8K | 0.34% | −182−5.9% | Reduced |
| Associated Banc-Corp | 3,037 | $295.2K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,038 | $295.0K | 0.17% | +11+0.4% | Added |
| Aspiriant, LLC | 3,034 | $294.9K | 0.01% | −1,297−29.9% | Reduced |
| Wimmer Associates 1, LLC | 3,023 | $293.8K | 0.15% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,840 | $293.8K | 0.10% | +75+2.7% | Added |
| PFG Advisors | 3,013 | $292.9K | 0.02% | +52+1.8% | Added |
| Johnson Investment Counsel Inc | 3,011 | $292.6K | 0.00% | −759−20.1% | Reduced |
| Advus Financial Partners, LLC | 3,006 | $292.1K | 0.09% | −137−4.4% | Reduced |
| First Interstate Bank | 3,000 | $291.6K | 0.02% | −90−2.9% | Reduced |
| Spirit of America Management Corp | 3,000 | $291.6K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,996 | $291.2K | 0.15% | −17−0.6% | Reduced |
| Webster Bank, N. A. | 2,991 | $290.7K | 0.03% | +600+25.1% | Added |
| Park Edge Advisors, LLC | 2,989 | $290.5K | 0.09% | +21+0.7% | Added |
| Summit Wealth Group, LLC | 2,983 | $290.0K | 0.09% | +2,983 | New |
| Atlantic Union Bankshares Corp | 2,984 | $290.0K | 0.02% | +2,984 | New |
| Viawealth, LLC | 2,980 | $289.6K | 0.18% | +12+0.4% | Added |
| Omnia Family Wealth, LLC | 2,966 | $288.3K | 0.12% | +91+3.2% | Added |
| Blue Fin Capital, Inc. | 2,965 | $288.2K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,951 | $286.8K | 0.01% | +91+3.2% | Added |
| Balboa Wealth Partners | 2,946 | $286.3K | 0.08% | +2,946 | New |