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 |
|---|---|---|---|---|---|
| Darden Wealth Group Inc | 2,396 | $232.9K | 0.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,395 | $232.8K | 0.06% | +24+1.0% | Added |
| Firestone Capital Management | 2,392 | $232.5K | 0.06% | +162+7.3% | Added |
| ISAM Funds (UK) Ltd | 2,392 | $232.5K | 0.17% | +2,392 | New |
| Numerai GP LLC | 2,389 | $232.2K | 0.08% | +2,389 | New |
| Chicago Trust Co NA | 2,388 | $232.1K | 0.05% | +2,388 | New |
| Allen Capital Group, LLC | 2,381 | $231.4K | 0.03% | +2,381 | New |
| Central Bank & Trust Co | 2,381 | $231.4K | 0.03% | −1,926−44.7% | Reduced |
| Plancorp, LLC | 2,379 | $231.2K | 0.01% | +29+1.2% | Added |
| iA Global Asset Management Inc. | 2,370 | $230.0K | 0.00% | −200−7.8% | Reduced |
| Gitterman Wealth Management, LLC | 2,365 | $229.9K | 0.09% | +2,365 | New |
| Savvy Advisors, Inc. | 2,356 | $229.0K | 0.07% | +2,356 | New |
| Klingman & Associates, LLC | 2,351 | $228.5K | 0.02% | +145+6.6% | Added |
| Sax Wealth Advisors, LLC | 2,350 | $228.4K | 0.02% | +2,350 | New |
| Callan Capital, LLC | 2,348 | $228.2K | 0.02% | +2,348 | New |
| Argent Advisors, Inc. | 2,340 | $227.4K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 2,333 | $226.7K | 0.09% | +332+16.6% | Added |
| Castleview Partners, LLC | 2,331 | $226.6K | 0.13% | −341−12.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $226.3K | 0.06% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,325 | $226.0K | 0.06% | −288−11.0% | Reduced |
| Intergy Private Wealth, LLC | 2,324 | $225.9K | 0.09% | +2,324 | New |
| Safeguard Financial, LLC | 2,318 | $225.3K | 0.06% | +2,318 | New |
| Primoris Wealth Advisors, LLC | 2,305 | $224.0K | 0.18% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,305 | $224.0K | 0.09% | +17+0.7% | Added |
| Ascent Group, LLC | 2,304 | $223.9K | 0.02% | +2,304 | New |
| American Trust | 2,303 | $223.8K | 0.02% | −70−2.9% | Reduced |
| Optas, LLC | 2,303 | $223.8K | 0.06% | +2,303 | New |
| KKM Financial LLC | 2,345 | $223.8K | 0.11% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,298 | $223.3K | 0.22% | +2,298 | New |
| Bridgewater Associates, LP | 2,293 | $222.9K | 0.00% | −553−19.4% | Reduced |
| Canvas Wealth Advisors, LLC | 2,145 | $222.6K | 0.07% | +2,145 | New |
| Pinebridge Investments, L.P. | 2,288 | $222.4K | 0.00% | −170−6.9% | Reduced |
| Pegasus Partners Ltd. | 2,288 | $222.4K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,276 | $221.2K | 0.02% | +2,276 | New |
| Old North State Trust, LLC | 2,274 | $221.0K | 0.19% | +150+7.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,265 | $220.1K | 0.00% | −417−15.5% | Reduced |
| Sivia Capital Partners, LLC | 2,262 | $219.9K | 0.15% | −7−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 2,255 | $219.2K | 0.10% | +53+2.4% | Added |
| Valley National Advisers Inc | 2,261 | $219.0K | 0.03% | +26+1.2% | Added |
| Montz Harcus Wealth Management LLC | 2,242 | $217.9K | 0.14% | +10+0.4% | Added |
| Veracity Capital LLC | 2,238 | $217.5K | 0.09% | +2,238 | New |
| Everett Harris & Co | 2,231 | $216.8K | 0.00% | +2,231 | New |
| Glen Eagle Advisors, LLC | 2,231 | $216.8K | 0.04% | +25+1.1% | Added |
| Sunflower Bank, N.A. | 2,222 | $216.0K | 0.05% | +2,222 | New |
| Monterey Private Wealth, Inc. | 2,207 | $214.5K | 0.08% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,206 | $214.4K | 0.03% | +30+1.4% | Added |
| Groesbeck Investment Management Corp | 2,200 | $214.0K | 0.30% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,193 | $213.0K | 0.02% | −101−4.4% | Reduced |
| Marathon Capital Management | 2,188 | $212.7K | 0.05% | −333−13.2% | Reduced |
| Beaumont Financial Advisors, LLC | 2,185 | $212.3K | 0.02% | −87−3.8% | Reduced |
| Welch Group, LLC | 2,179 | $211.8K | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,173 | $211.2K | 0.10% | +2,173 | New |
| Birch Hill Investment Advisors LLC | 2,171 | $211.0K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,167 | $210.6K | 0.03% | −937−30.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,162 | $210.1K | 0.02% | −500−18.8% | Reduced |
| Alta Wealth Advisors LLC | 2,160 | $209.9K | 0.10% | −200−8.5% | Reduced |
| FCG Investment Co | 2,143 | $208.3K | 0.16% | −20−0.9% | Reduced |
| Luts & Greenleigh Group, Inc | 2,138 | $207.8K | 0.22% | +2,138 | New |
| Meadow Creek Wealth Advisors LLC | 2,135 | $207.5K | 0.20% | +2,135 | New |
| Sutton Place Investors LLC | 2,131 | $207.1K | 0.14% | +2,131 | New |
| J. W. Coons Advisors, LLC | 2,121 | $206.1K | 0.05% | +2,121 | New |
| Warther Private Wealth, LLC | 2,115 | $205.6K | 0.08% | +2,115 | New |
| Jacobsen Capital Management | 2,114 | $205.5K | 0.09% | +2,114 | New |
| Garden State Investment Advisory Services LLC | 2,106 | $205.0K | 0.07% | +2,106 | New |
| Boyd Watterson Asset Management LLC | 2,106 | $204.7K | 0.06% | 00.0% | Unchanged |
| New Hampshire Trust | 2,105 | $204.6K | 0.05% | +2,105 | New |
| Investment Partners, Ltd. | 2,098 | $204.0K | 0.09% | +2,098 | New |
| Amussen Hunsaker Associates LLC | 2,092 | $203.3K | 0.03% | +2,092 | New |
| Macroview Investment Management LLC | 2,092 | $203.3K | 0.22% | +10+0.5% | Added |
| Mirabaud & Cie SA | 2,090 | $203.1K | 0.07% | +2,090 | New |
| Hemington Wealth Management | 2,093 | $203.0K | 0.07% | +2,093 | New |
| Motco | 2,084 | $202.5K | 0.01% | −28−1.3% | Reduced |
| Beacon Financial Advisory LLC | 2,080 | $202.2K | 0.08% | +2,080 | New |
| Capital Advisors, Ltd. LLC | 2,080 | $202.0K | 0.03% | +18+0.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,864 | $201.6K | 0.00% | +1,065+133.3% | Added |
| Breed's Hill Capital LLC | 2,059 | $200.1K | 0.18% | +2,059 | New |
| Kanawha Capital Management LLC | 2,058 | $200.0K | 0.02% | +2,058 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,057 | $199.9K | 0.06% | +2,057 | New |
| Family Firm, Inc. | 1,987 | $193.1K | 0.04% | +1,987 | New |
| Blue Bell Private Wealth Management, LLC | 1,896 | $184.3K | 0.04% | +85+4.7% | Added |
| M&R Capital Management Inc | 1,888 | $183.5K | 0.04% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,880 | $182.7K | 0.01% | −121−6.0% | Reduced |
| Atlas Capital Advisors LLC | 1,871 | $181.8K | 0.02% | −45−2.3% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $180.4K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,794 | $174.4K | 0.00% | −1,499−45.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,780 | $173.0K | 0.15% | −442−19.9% | Reduced |
| Rise Advisors, LLC | 1,775 | $172.5K | 0.09% | +15+0.9% | Added |
| Godsey & Gibb Associates | 1,725 | $167.7K | 0.02% | +39+2.3% | Added |
| Ibex Wealth Advisors | 1,702 | $165.5K | 0.03% | −5,005−74.6% | Reduced |
| Proequities, Inc. | 1,678 | $163.1K | 0.01% | +223+15.3% | Added |
| Rational Advisors LLC | 1,677 | $163.0K | 0.02% | +977+139.6% | Added |
| Game Plan Financial Advisors, LLC | 1,600 | $155.5K | 0.08% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,594 | $154.9K | 0.08% | +700+78.3% | Added |
| Park Place Capital Corp | 1,563 | $151.9K | 0.05% | +6+0.4% | Added |
| Thompson Investment Management, Inc. | 1,523 | $148.1K | 0.02% | −41−2.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $146.0K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,467 | $142.6K | 0.11% | +1,467 | New |
| Gleason Group, Inc. | 1,460 | $141.9K | 0.03% | +12+0.8% | Added |
| Coastal Investment Advisors, Inc. | 1,430 | $139.0K | 0.03% | −774−35.1% | Reduced |
| Roble, Belko & Company, Inc | 1,405 | $137.0K | 0.02% | 00.0% | Unchanged |