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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 2,929 | $284.7K | 0.20% | −189−6.1% | Reduced |
| Freestone Capital Holdings, LLC | 2,929 | $284.7K | 0.01% | +238+8.8% | Added |
| Great Lakes Advisors, LLC | 2,924 | $284.2K | 0.00% | +2,924 | New |
| Fulcrum Capital LLC | 2,921 | $283.9K | 0.06% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,921 | $283.8K | 0.01% | +2,921 | New |
| Gibbs Wealth Management | 2,916 | $283.4K | 0.11% | +633+27.7% | Added |
| Journey Strategic Wealth LLC | 2,914 | $283.2K | 0.01% | +2,914 | New |
| Stiles Financial Services Inc | 2,910 | $282.9K | 0.11% | −136−4.5% | Reduced |
| American State Bank (Iowa) | 2,908 | $282.6K | 0.18% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,907 | $282.5K | 0.09% | +2,907 | New |
| Seven Mile Advisory | 2,886 | $280.5K | 0.21% | +313+12.2% | Added |
| Duff & Phelps Investment Management Co | 2,885 | $280.4K | 0.00% | −11,681−80.2% | Reduced |
| Lion Street Advisors, LLC | 2,869 | $278.8K | 0.10% | +89+3.2% | Added |
| Thrive Wealth Management, LLC | 2,856 | $277.5K | 0.05% | +359+14.4% | Added |
| Ipswich Investment Management Co., Inc. | 2,854 | $277.4K | 0.06% | −14−0.5% | Reduced |
| Legacy Edge Advisors, LLC | 2,843 | $276.3K | 0.05% | +92+3.3% | Added |
| Eagle Strategies LLC | 2,837 | $275.7K | 0.05% | +2,837 | New |
| First Affirmative Financial Network | 2,831 | $275.2K | 0.19% | −330−10.4% | Reduced |
| Kingfisher Capital LLC | 2,826 | $275.0K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,826 | $274.7K | 0.06% | +1,282+83.0% | Added |
| Valmark Advisers, Inc. | 2,824 | $274.5K | 0.00% | −57−2.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,820 | $274.1K | 0.07% | −311−9.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,799 | $272.0K | 0.01% | +26+0.9% | Added |
| Enterprise Financial Services Corp | 2,798 | $271.9K | 0.17% | +51+1.9% | Added |
| Key Financial Inc | 2,795 | $271.6K | 0.07% | +203+7.8% | Added |
| Eastern Bank | 2,782 | $270.4K | 0.01% | −414−13.0% | Reduced |
| Wilkinson Global Asset Management LLC | 2,774 | $269.6K | 0.02% | −1,720−38.3% | Reduced |
| BLB&B Advisors, LLC | 2,767 | $268.9K | 0.01% | −550−16.6% | Reduced |
| Perfromance Wealth Partners, LLC | 2,760 | $268.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,750 | $267.3K | 0.05% | −24−0.9% | Reduced |
| Harbour Investments, Inc. | 2,748 | $267.1K | 0.01% | +45+1.7% | Added |
| Clear Harbor Asset Management, LLC | 2,745 | $266.8K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,744 | $266.7K | 0.05% | −35−1.3% | Reduced |
| Jackson Square Capital, LLC | 2,741 | $266.4K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,738 | $266.1K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,735 | $265.8K | 0.12% | +1,439+111.0% | Added |
| Paulson Wealth Management Inc. | 2,727 | $265.0K | 0.08% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,725 | $264.8K | 0.07% | −63−2.3% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $264.3K | 0.06% | 00.0% | Unchanged |
| Diversified, LLC | 2,718 | $264.2K | 0.03% | +2,718 | New |
| Phoenix Holdings Ltd. | 2,719 | $263.5K | 0.00% | −98−3.5% | Reduced |
| Phillips Wealth Planners LLC | 2,536 | $262.4K | 0.28% | −34−1.3% | Reduced |
| Crewe Advisors LLC | 2,690 | $261.4K | 0.03% | −36−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,689 | $261.3K | 0.04% | +42+1.6% | Added |
| Invenio Wealth Partners LLC | 2,688 | $261.2K | 0.13% | +61+2.3% | Added |
| L.M. Kohn & Company | 2,678 | $260.3K | 0.07% | −142−5.0% | Reduced |
| Girard Partners Ltd. | 2,677 | $260.2K | 0.02% | +232+9.5% | Added |
| Sandy Spring Bank | 2,671 | $259.6K | 0.01% | +56+2.1% | Added |
| CVA Family Office, LLC | 2,663 | $258.8K | 0.05% | +54+2.1% | Added |
| Sachetta, LLC | 2,486 | $258.0K | 0.11% | −19−0.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,644 | $256.9K | 0.06% | +2,644 | New |
| Cornerstone Advisory, LLC | 2,642 | $256.8K | 0.04% | −989−27.2% | Reduced |
| Kaizen Financial Strategies | 2,474 | $256.7K | 0.16% | +18+0.7% | Added |
| Davy Global Fund Management Ltd | 2,637 | $256.3K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 2,637 | $256.3K | 0.02% | +446+20.4% | Added |
| InTrack Investment Management Inc | 2,633 | $255.9K | 0.18% | −100−3.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,630 | $255.6K | 0.09% | −12−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,628 | $255.4K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,627 | $255.3K | 0.01% | −462−15.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,622 | $254.8K | 0.13% | +7+0.3% | Added |
| Willow Creek Wealth Management Inc. | 2,619 | $254.5K | 0.03% | −3−0.1% | Reduced |
| Ellsworth Advisors, LLC | 2,600 | $252.7K | 0.07% | +3+0.1% | Added |
| West Family Investments, Inc. | 2,593 | $252.0K | 0.08% | +27+1.1% | Added |
| Howard Financial Services, Ltd. | 2,591 | $251.8K | 0.04% | +46+1.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,590 | $251.7K | 0.06% | +56+2.2% | Added |
| Accredited Investors Inc. | 2,583 | $251.0K | 0.02% | −172−6.2% | Reduced |
| AA Financial Advisors, LLC | 2,579 | $250.7K | 0.09% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,563 | $249.1K | 0.08% | +2,563 | New |
| Michael B. Yongue | 2,553 | $248.1K | 0.21% | +2,553 | New |
| True North Advisors, LLC | 2,540 | $246.9K | 0.07% | −304−10.7% | Reduced |
| Formidable Asset Management, LLC | 2,531 | $246.0K | 0.04% | +218+9.4% | Added |
| Flynn Zito Capital Management, LLC | 2,527 | $245.6K | 0.13% | +4+0.2% | Added |
| Bragg Financial Advisors, Inc | 2,521 | $245.0K | 0.01% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $245.0K | 0.17% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,507 | $243.7K | 0.01% | +2,507 | New |
| Segment Wealth Management, LLC | 2,505 | $243.5K | 0.02% | −110−4.2% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $243.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2,494 | $242.0K | 0.17% | −1,298−34.2% | Reduced |
| Sepio Capital, LP | 2,488 | $242.0K | 0.02% | −56−2.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,485 | $241.5K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,482 | $241.3K | 0.02% | −396−13.8% | Reduced |
| IVC Wealth Advisors LLC | 2,481 | $241.1K | 0.13% | +95+4.0% | Added |
| River Wealth Advisors LLC | 2,476 | $240.6K | 0.03% | +88+3.7% | Added |
| Financial Security Advisor, Inc. | 2,466 | $239.7K | 0.08% | +16+0.7% | Added |
| Advisory Alpha, LLC | 2,464 | $239.5K | 0.01% | −180−6.8% | Reduced |
| Midland Wealth Advisors LLC | 2,456 | $238.7K | 0.01% | +153+6.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,447 | $237.8K | 0.04% | −57−2.3% | Reduced |
| N.E.W. Advisory Services LLC | 2,446 | $237.7K | 0.03% | +3+0.1% | Added |
| Vantage Consulting Group Inc | 2,439 | $237.0K | 0.18% | −289−10.6% | Reduced |
| Prepared Retirement Institute LLC | 2,437 | $236.9K | 0.16% | +247+11.3% | Added |
| Hall Capital Management Co Inc | 2,426 | $235.8K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $235.5K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,500 | $235.4K | 0.06% | 00.0% | Unchanged |
| NBW Capital LLC | 2,419 | $235.1K | 0.05% | −114−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 2,418 | $235.0K | 0.01% | +47+2.0% | Added |
| Bangor Savings Bank | 2,409 | $234.1K | 0.02% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,405 | $233.7K | 0.11% | −46,433−95.1% | Reduced |
| Allegheny Financial Group LTD | 2,400 | $233.3K | 0.07% | +2,400 | New |
| Mayfair Advisory Group, LLC | 2,240 | $233.2K | 0.16% | −253−10.1% | Reduced |
| Fairscale Capital, LLC | 2,195 | $233.2K | 0.21% | +2,195 | New |