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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 356 | $34.6K | 0.01% | +111+45.3% | Added |
| 1620 Investment Advisors, Inc. | 349 | $33.9K | 0.03% | +349 | New |
| TFC Financial Management | 345 | $33.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 338 | $32.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 318 | $30.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 317 | $30.8K | 0.00% | −4,153−92.9% | Reduced |
| Painted Porch Advisors LLC | 316 | $30.7K | 0.02% | +316 | New |
| Lynx Investment Advisory | 313 | $30.5K | 0.02% | +313 | New |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $30.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $29.6K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $29.2K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $29.2K | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $29.2K | 0.01% | +300 | New |
| Miller Wealth Advisors, LLC | 285 | $27.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 281 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $25.8K | 0.02% | +265 | New |
| POM Investment Strategies, LLC | 262 | $25.5K | 0.02% | +241+1,147.6% | Added |
| Opal Wealth Advisors, LLC | 257 | $25.0K | 0.01% | +257 | New |
| Solstein Capital, LLC | 256 | $24.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 255 | $24.8K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 254 | $24.7K | 0.01% | −1,015−80.0% | Reduced |
| Davis Capital Management | 246 | $24.4K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 259 | $24.4K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 248 | $24.1K | 0.01% | +53+27.2% | Added |
| ORG Partners LLC | 239 | $23.8K | 0.00% | +120+100.8% | Added |
| Main Street Group, LTD | 239 | $23.7K | 0.01% | −65−21.4% | Reduced |
| Bare Financial Services, Inc | 199 | $20.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 206 | $20.0K | 0.00% | −3−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 205 | $19.9K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $19.4K | 0.00% | −400−66.7% | Reduced |
| Stephens Consulting, LLC | 200 | $19.4K | 0.01% | +75+60.0% | Added |
| WFA of San Diego, LLC | 200 | $19.4K | 0.02% | +200 | New |
| LRI Investments, LLC | 198 | $19.2K | 0.00% | +105+112.9% | Added |
| Archer Investment Corp | 196 | $19.0K | 0.01% | +25+14.6% | Added |
| Kathleen S. Wright Associates Inc. | 192 | $18.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 189 | $18.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 189 | $18.4K | 0.01% | −255−57.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 186 | $18.1K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 183 | $17.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 182 | $17.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 181 | $17.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 180 | $17.5K | 0.00% | +2+1.1% | Added |
| Aspect Partners, LLC | 177 | $17.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 176 | $17.1K | 0.00% | −404−69.7% | Reduced |
| Kimelman & Baird, LLC | 175 | $17.0K | 0.00% | +175 | New |
| Old Point Trust & Financial Services N A | 174 | $16.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $16.8K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 166 | $16.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $15.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $15.0K | 0.01% | +154 | New |
| JNBA Financial Advisors | 152 | $14.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $14.6K | 0.00% | −163−52.1% | Reduced |
| RFP Financial Group LLC | 149 | $14.5K | 0.01% | +45+43.3% | Added |
| Redmont Wealth Advisors LLC | 142 | $13.8K | 0.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 135 | $13.1K | 0.00% | +135 | New |
| Kelly Financial Services LLC | 134 | $13.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 118 | $12.4K | 0.00% | +20+20.4% | Added |
| Rakuten Securities, Inc. | 126 | $12.2K | 0.01% | +14+12.5% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $12.1K | 0.00% | +125 | New |
| Gables Capital Management Inc. | 120 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $11.7K | 0.00% | +34+39.5% | Added |
| Transcendent Capital Group LLC | 117 | $11.4K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 116 | $11.2K | 0.01% | +1+0.9% | Added |
| Dunhill Financial, LLC | 114 | $11.1K | 0.01% | +2+1.8% | Added |
| Avion Wealth | 115 | $11.0K | 0.00% | −63−35.4% | Reduced |
| Dogwood Wealth Management LLC | 113 | $11.0K | 0.01% | +1+0.9% | Added |
| Frazier Financial Advisors, LLC | 113 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 112 | $10.9K | 0.00% | +93+489.5% | Added |
| Raffa Wealth Management, LLC | 111 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 109 | $10.6K | 0.01% | +109 | New |
| Highline Wealth Partners LLC | 105 | $10.2K | 0.00% | +101+2,525.0% | Added |
| Laurel Wealth Advisors LLC | 104 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 104 | $10.0K | 0.00% | +100+2,500.0% | Added |
| Focused Wealth Management, Inc | 102 | $9.90K | 0.00% | +102 | New |
| LGT Financial Advisors LLC | 95 | $9.23K | 0.02% | +95 | New |
| Birchbrook, Inc. | 92 | $8.97K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 97 | $8.93K | 0.00% | +17+21.3% | Added |
| Legend Financial Advisors, Inc. | 87 | $8.46K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 85 | $8.26K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 84 | $8.16K | 0.68% | −8−8.7% | Reduced |
| Chesapeake Asset Management LLC | 83 | $8.07K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 81 | $7.87K | 0.00% | +10+14.1% | Added |
| Unique Wealth Strategies, LLC | 83 | $7.82K | 0.00% | +83 | New |
| Salomon & Ludwin, LLC | 77 | $7.48K | 0.00% | −544−87.6% | Reduced |
| Brown Shipley& Co Ltd | 74 | $7.19K | 0.00% | −1,803−96.1% | Reduced |
| First Community Trust NA | 73 | $7.09K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 72 | $7.01K | 0.00% | +24+50.0% | Added |
| Coston, McIsaac & Partners | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 70 | $6.80K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.80K | 0.01% | – | New |
| Beacon Capital Management, LLC | 69 | $6.67K | 0.00% | −387−84.9% | Reduced |
| SJS Investment Consulting Inc. | 68 | $6.61K | 0.00% | −2−2.9% | Reduced |
| First Command Advisory Services, Inc. | 62 | $6.03K | 0.00% | +46+287.5% | Added |
| Anfield Capital Management, LLC | 62 | $6.03K | 0.00% | +62 | New |