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 |
|---|---|---|---|---|---|
| Abich Financial Wealth Management LLC | 57 | $5.54K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 56 | $5.44K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $5.44K | 0.00% | +56 | New |
| Evermay Wealth Management LLC | 52 | $5.05K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 49 | $4.76K | 0.00% | −61−55.5% | Reduced |
| Westend Capital Management, LLC | 47 | $4.66K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 47 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $3.89K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 27 | $2.89K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.82K | 0.00% | +29 | New |
| Acima Private Wealth, LLC | 26 | $2.53K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 23 | $2.28K | 0.00% | +23 | New |
| Kings Path Partners LLC | 22 | $2.14K | 0.00% | +22 | New |
| WestEnd Advisors, LLC | 21 | $2.04K | 0.00% | +16+320.0% | Added |
| Horizons Wealth Management | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $1.65K | 0.00% | −65−79.3% | Reduced |
| Arlington Trust Co LLC | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $1.26K | 0.00% | −19−59.4% | Reduced |
| Aspire Private Capital, LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Caitlin John, LLC | 10 | $972 | 0.00% | +7+233.3% | Added |
| Innealta Capital, LLC | 9 | $875 | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 7 | $670 | 0.00% | +3+75.0% | Added |
| State of Wyoming | 6 | $583 | 0.00% | +2+50.0% | Added |
| CGC Financial Services, LLC | 5 | $486 | 0.00% | −260−98.1% | Reduced |
| Global Wealth Strategies & Associates | 4 | $389 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $292 | 0.00% | +2+200.0% | Added |
| VitalStone Financial, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,134,974−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −376,736−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −289,535−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −193,570−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −190,190−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −176,724−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −100,935−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −88,681−100.0% | Sold out |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −73,424−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −60,950−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −50,529−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −42,628−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −34,454−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −34,111−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −28,732−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,255−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,249−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,703−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −23,570−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −23,095−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −21,773−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −21,174−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −15,345−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −15,309−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −13,956−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −13,577−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −13,201−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,273−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −8,401−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −8,050−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,087−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Marest Capital, LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Maltin Wealth Management, Inc. | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |