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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 1,391 | $135.0K | 0.07% | +56+4.2% | Added |
| Silvant Capital Management LLC | 1,357 | $131.9K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,341 | $130.3K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,338 | $130.0K | 0.12% | −200−13.0% | Reduced |
| Tobam | 1,335 | $130.0K | 0.02% | +617+85.9% | Added |
| Knuff & Co LLC | 1,270 | $123.4K | 0.04% | −100−7.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,253 | $121.7K | 0.02% | −89−6.6% | Reduced |
| Resources Management Corp | 1,215 | $118.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,210 | $117.6K | 0.03% | −73−5.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,206 | $117.2K | 0.02% | +1,206 | New |
| Clear Street Markets LLC | 1,200 | $117.0K | 0.05% | +1,200 | New |
| Compass Wealth Management LLC | 1,184 | $115.1K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,182 | $114.9K | 0.01% | −73−5.8% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $114.6K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 1,179 | $114.6K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,130 | $109.8K | 0.04% | +260+29.9% | Added |
| Jamison Private Wealth Management, Inc. | 1,122 | $109.0K | 0.02% | +257+29.7% | Added |
| MV Capital Management, Inc. | 1,121 | $109.0K | 0.01% | +83+8.0% | Added |
| Cultivar Capital, Inc. | 1,111 | $108.0K | 0.09% | +1,111 | New |
| General Partner, Inc. | 1,107 | $107.6K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,081 | $105.0K | 0.03% | +485+81.4% | Added |
| PSI Advisors, LLC | 1,068 | $103.8K | 0.03% | +50+4.9% | Added |
| Sound Income Strategies, LLC | 1,045 | $101.6K | 0.01% | −2−0.2% | Reduced |
| Y.D. More Investments Ltd | 1,045 | $101.5K | 0.01% | +665+175.0% | Added |
| Dakota Community Bank & Trust NA | 1,042 | $101.3K | 0.54% | +180+20.9% | Added |
| Carolinas Wealth Consulting LLC | 1,041 | $101.2K | 0.02% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,029 | $100.0K | 0.05% | −15−1.4% | Reduced |
| Creekmur Asset Management LLC | 1,027 | $99.8K | 0.03% | −39−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,021 | $99.2K | 0.01% | −393−27.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,015 | $98.7K | 0.02% | +2+0.2% | Added |
| Centennial Bank | 1,011 | $98.3K | 0.05% | −20−1.9% | Reduced |
| Tompkins Financial Corp | 1,000 | $97.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $97.2K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $97.2K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $97.2K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 980 | $95.3K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 975 | $94.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 970 | $94.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 958 | $93.1K | 0.01% | −272−22.1% | Reduced |
| Covestor Ltd | 898 | $87.0K | 0.06% | −511−36.3% | Reduced |
| Farmers & Merchants Investments Inc | 891 | $86.6K | 0.00% | +6+0.7% | Added |
| Cranbrook Wealth Management, LLC | 890 | $86.5K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 879 | $85.5K | 0.02% | +5+0.6% | Added |
| Hanson & Doremus Investment Management | 877 | $85.0K | 0.01% | −148−14.4% | Reduced |
| Colonial Trust Co | 872 | $84.8K | 0.01% | +69+8.6% | Added |
| SRS Capital Advisors, Inc. | 868 | $84.3K | 0.01% | +277+46.9% | Added |
| Hartford Financial Management Inc. | 858 | $83.4K | 0.02% | −85−9.0% | Reduced |
| Atticus Wealth Management, LLC | 855 | $83.1K | 0.03% | 00.0% | Unchanged |
| Cypress Capital, LLC | 847 | $82.3K | 0.02% | +847 | New |
| Riverview Trust Co | 841 | $81.7K | 0.08% | −581−40.9% | Reduced |
| Aviso Financial Inc. | 825 | $80.2K | 0.00% | +825 | New |
| Park Circle Co | 800 | $77.8K | 0.08% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 785 | $76.3K | 0.03% | +205+35.3% | Added |
| Rocky Mountain Advisers, LLC | 785 | $76.3K | 0.03% | +6+0.8% | Added |
| Tortoise Investment Management, LLC | 772 | $75.1K | 0.01% | +313+68.2% | Added |
| Johnson Financial Group, Inc. | 757 | $73.6K | 0.00% | +137+22.1% | Added |
| Eukles Asset Management | 753 | $73.2K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 741 | $72.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 701 | $70.3K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 722 | $70.0K | 0.01% | −5,243−87.9% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $70.0K | 0.05% | 00.0% | Unchanged |
| WD Rutherford LLC | 715 | $69.5K | 0.03% | −420−37.0% | Reduced |
| Cedar Wealth Management, LLC | 684 | $66.5K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 673 | $65.0K | 0.02% | +137+25.6% | Added |
| Ameliora Wealth Management Ltd. | 652 | $63.4K | 0.03% | −20,218−96.9% | Reduced |
| Wellington Shields & Co., LLC | 626 | $60.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 625 | $60.8K | 0.01% | +395+171.7% | Added |
| Bell Investment Advisors, Inc | 600 | $58.3K | 0.01% | +10+1.7% | Added |
| First United Bank Trust | 588 | $57.1K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 587 | $57.1K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $57.0K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 568 | $55.2K | 0.01% | +568 | New |
| BFSG, LLC | 560 | $54.4K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 556 | $54.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 544 | $52.9K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 541 | $52.6K | 0.02% | +106+24.4% | Added |
| Ogorek Anthony Joseph | 526 | $51.0K | 0.02% | +3+0.6% | Added |
| Semmax Financial Advisors Inc. | 519 | $50.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 517 | $50.2K | 0.01% | +512+10,240.0% | Added |
| Riggs Asset Managment Co. Inc. | 516 | $50.2K | 0.01% | +17+3.4% | Added |
| Hollencrest Capital Management | 512 | $49.8K | 0.00% | −98−16.1% | Reduced |
| Sittner & Nelson, LLC | 510 | $49.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $48.6K | 0.02% | −54−9.7% | Reduced |
| Union Savings Bank | 499 | $48.5K | 0.03% | +199+66.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 496 | $48.2K | 0.03% | +96+24.0% | Added |
| Activest Wealth Management | 485 | $47.1K | 0.02% | +485 | New |
| Financial Network Wealth Advisors LLC | 484 | $47.0K | 0.04% | +484 | New |
| Front Row Advisors LLC | 478 | $46.5K | 0.02% | −8−1.6% | Reduced |
| Accordant Advisory Group Inc | 470 | $45.7K | 0.04% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 468 | $45.5K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 447 | $43.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $43.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 433 | $42.1K | 0.00% | +1+0.2% | Added |
| Quarry LP | 433 | $42.1K | 0.02% | +433 | New |
| Moisand Fitzgerald Tamayo, LLC | 419 | $40.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 418 | $40.6K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 403 | $39.2K | 0.03% | +71+21.4% | Added |
| Eagle Bay Advisors LLC | 368 | $35.7K | 0.02% | +5+1.4% | Added |
| Baldwin Brothers Inc | 367 | $35.7K | 0.00% | +32+9.6% | Added |
| Essex Investment Management Co LLC | 363 | $35.3K | 0.01% | 00.0% | Unchanged |