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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 159,168 | $15.5M | 0.30% | +158,492+23,445.6% | Added |
| Brown Advisory Inc | 158,418 | $15.4M | 0.02% | −39,635−20.0% | Reduced |
| Blair William & Co | 158,018 | $15.4M | 0.05% | −6,734−4.1% | Reduced |
| FineMark National Bank & Trust | 157,575 | $15.3M | 0.56% | +2,212+1.4% | Added |
| Appleton Partners Inc | 157,336 | $15.3M | 1.18% | −4,905−3.0% | Reduced |
| Pittenger & Anderson Inc | 156,060 | $15.2M | 0.62% | −100−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 155,144 | $15.1M | 0.17% | +155,144 | New |
| Wesbanco Bank Inc | 154,474 | $15.0M | 0.56% | +5,467+3.7% | Added |
| Prudential PLC | 153,269 | $14.9M | 0.10% | −1,172−0.8% | Reduced |
| Glenmede Trust Co NA | 152,664 | $14.8M | 0.08% | −4,145−2.6% | Reduced |
| Cetera Investment Advisers | 153,215 | $14.8M | 0.03% | −70,453−31.5% | Reduced |
| Sanctuary Advisors, LLC | 158,689 | $14.7M | 0.11% | +158,689 | New |
| Telos Capital Management, Inc. | 150,367 | $14.6M | 1.62% | +1,115+0.7% | Added |
| Janney Capital Management LLC | 149,374 | $14.5M | 1.02% | −6,613−4.2% | Reduced |
| State of Alaska, Department of Revenue | 148,562 | $14.4M | 0.16% | −460−0.3% | Reduced |
| Fred Alger Management, LLC | 146,576 | $14.2M | 0.07% | +8,193+5.9% | Added |
| Guggenheim Capital LLC | 146,359 | $14.2M | 0.10% | −34,713−19.2% | Reduced |
| Nissay Asset Management Corp | 145,101 | $14.1M | 0.09% | +3,053+2.1% | Added |
| Argent Trust Co | 143,798 | $14.0M | 0.62% | −134−0.1% | Reduced |
| Los Angeles Capital Management LLC | 143,137 | $13.9M | 0.05% | +136,485+2,051.8% | Added |
| APG Asset Management N.V. | 152,992 | $13.9M | 0.02% | +95,000+163.8% | Added |
| Ethic Inc. | 142,063 | $13.8M | 0.32% | +22,537+18.9% | Added |
| Daiwa Securities Group Inc. | 141,033 | $13.7M | 0.07% | +15,019+11.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,982 | $13.7M | 0.16% | +5,248+3.9% | Added |
| Bokf, NA | 139,351 | $13.5M | 0.24% | +42,756+44.3% | Added |
| Walleye Capital LLC | 138,287 | $13.4M | 0.14% | +114,098+471.7% | Added |
| Capital International Inc | 135,835 | $13.2M | 0.18% | −2,647−1.9% | Reduced |
| Oak Harvest Investment Services | 134,541 | $13.1M | 2.06% | +7,034+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 134,420 | $13.1M | 0.01% | −6,064−4.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 133,701 | $13.0M | 0.11% | +20,883+18.5% | Added |
| Kestra Private Wealth Services, LLC | 133,393 | $13.0M | 0.26% | +11,236+9.2% | Added |
| Oppenheimer & Co Inc | 132,844 | $12.9M | 0.20% | +2,064+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,978 | $12.8M | 0.05% | −32,581−19.8% | Reduced |
| Greenwich Wealth Management LLC | 131,067 | $12.7M | 0.93% | −8,497−6.1% | Reduced |
| CWM, LLC | 131,038 | $12.7M | 0.06% | +5,840+4.7% | Added |
| Aptus Capital Advisors, LLC | 123,940 | $12.0M | 0.23% | +29,323+31.0% | Added |
| Captrust Financial Advisors | 122,055 | $11.9M | 0.04% | −100.0% | Reduced |
| Grassi Investment Management | 120,750 | $11.7M | 1.04% | 00.0% | Unchanged |
| ING Groep NV | 119,678 | $11.6M | 0.07% | −1,885−1.6% | Reduced |
| Wealthfront Advisers LLC | 119,246 | $11.6M | 0.04% | +23,300+24.3% | Added |
| Nixon Peabody Trust Co | 114,916 | $11.2M | 0.99% | −1,049−0.9% | Reduced |
| AQR Capital Management LLC | 115,128 | $11.1M | 0.02% | +29,575+34.6% | Added |
| Capital Analysts, LLC | 112,806 | $11.0M | 0.48% | +3,788+3.5% | Added |
| JustInvest LLC | 114,002 | $10.9M | 0.21% | +19,125+20.2% | Added |
| Achmea Investment Management B.V. | 111,885 | $10.9M | 0.19% | −3,400−2.9% | Reduced |
| Boston Common Asset Management, LLC | 111,429 | $10.8M | 0.28% | +3,142+2.9% | Added |
| Ieq Capital, LLC | 111,229 | $10.8M | 0.15% | +6,389+6.1% | Added |
| Svenska Handelsbanken AB (publ) | 114,745 | $10.8M | 3.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 110,599 | $10.7M | 0.05% | +23,649+27.2% | Added |
| Element Capital Management LLC | 110,048 | $10.7M | 0.83% | +110,048 | New |
| BTC Capital Management, Inc. | 109,309 | $10.6M | 0.99% | −6,117−5.3% | Reduced |
| Kestra Advisory Services, LLC | 110,924 | $10.6M | 0.06% | +14,591+15.1% | Added |
| Earnest Partners LLC | 108,362 | $10.5M | 0.05% | −707−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108,235 | $10.5M | 0.04% | −16,765−13.4% | Reduced |
| Elo Mutual Pension Insurance Co | 107,571 | $10.5M | 0.24% | −4,906−4.4% | Reduced |
| Oregon Public Employees Retirement Fund | 107,412 | $10.4M | 0.21% | +320+0.3% | Added |
| Level Four Advisory Services, LLC | 105,543 | $10.3M | 0.46% | +54,776+107.9% | Added |
| Avantax Advisory Services, Inc. | 104,591 | $10.2M | 0.07% | +29,764+39.8% | Added |
| Allspring Global Investments Holdings, LLC | 102,686 | $9.98M | 0.02% | +26,190+34.2% | Added |
| Intact Investment Management Inc. | 102,400 | $9.95M | 0.37% | −16,400−13.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 102,353 | $9.95M | 0.66% | −302−0.3% | Reduced |
| New Republic Capital, LLC | 102,202 | $9.93M | 4.99% | +99+0.1% | Added |
| GWM Advisors LLC | 101,929 | $9.91M | 0.07% | +3,777+3.8% | Added |
| Eagle Capital Management LLC | 101,771 | $9.89M | 0.04% | −24,147−19.2% | Reduced |
| CTC LLC | 100,445 | $9.76M | 0.73% | −71,738−41.7% | Reduced |
| Gulf International Bank (UK) Ltd | 100,439 | $9.76M | 0.25% | −3,144−3.0% | Reduced |
| Viking Fund Management LLC | 100,000 | $9.72M | 1.74% | −30,150−23.2% | Reduced |
| Scotia Capital Inc. | 99,643 | $9.68M | 0.06% | −51,553−34.1% | Reduced |
| Lighthouse Investment Partners, LLC | 98,806 | $9.60M | 0.54% | +98,806 | New |
| DuPont Capital Management Corp | 98,741 | $9.60M | 0.84% | −13,931−12.4% | Reduced |
| Kinneret Advisory, LLC | 98,195 | $9.54M | 0.92% | +16,286+19.9% | Added |
| Mediolanum International Funds Ltd | 106,459 | $9.52M | 0.16% | +17,651+19.9% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $9.46M | 2.64% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 97,267 | $9.45M | 0.10% | −4,682−4.6% | Reduced |
| Greystone Financial Group, LLC | 96,573 | $9.39M | 1.84% | −9,246−8.7% | Reduced |
| Mizuho Securities USA LLC | 96,483 | $9.38M | 0.21% | +96,483 | New |
| Centre Asset Management, LLC | 95,988 | $9.33M | 2.14% | +95,988 | New |
| Atria Investments LLC | 95,946 | $9.32M | 0.12% | +7,054+7.9% | Added |
| Twin Tree Management, LP | 94,502 | $9.18M | 0.27% | −462,230−83.0% | Reduced |
| Socorro Asset Management LP | 94,385 | $9.17M | 3.57% | −21,548−18.6% | Reduced |
| Howe & Rusling Inc | 94,370 | $9.17M | 0.84% | +1,496+1.6% | Added |
| Kentucky Retirement Systems | 94,299 | $9.16M | 0.27% | −842−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 94,287 | $9.16M | 0.14% | −16,718−15.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 94,165 | $9.15M | 0.03% | −1,680−1.8% | Reduced |
| Brinker Capital Investments, LLC | 92,164 | $8.96M | 0.09% | −1,280−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 92,164 | $8.96M | 0.09% | −1,280−1.4% | Reduced |
| Banco Santander, S.A. | 92,116 | $8.95M | 0.11% | −60.0% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $8.94M | 0.84% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 91,524 | $8.90M | 0.85% | +7,270+8.6% | Added |
| F/M Investments LLC | 90,989 | $8.86M | 0.32% | +90,989 | New |
| Banque Pictet & Cie SA | 90,510 | $8.80M | 0.09% | +4,864+5.7% | Added |
| Maryland State Retirement & Pension System | 90,489 | $8.79M | 0.16% | −1,351−1.5% | Reduced |
| Nomura Holdings Inc | 90,138 | $8.76M | 0.06% | −174,947−66.0% | Reduced |
| Pacer Advisors, Inc. | 89,062 | $8.66M | 0.02% | +3,874+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,353 | $8.65M | 0.04% | −153,773−63.0% | Reduced |
| Groupama Asset Managment | 88,667 | $8.62M | 0.18% | +10,192+13.0% | Added |
| MBB Public Markets I LLC | 86,307 | $8.39M | 0.17% | +86,307 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,867 | $8.25M | 0.03% | +84,867 | New |
| Cornerstone Advisors, LLC | 84,800 | $8.24M | 0.33% | −5,400−6.0% | Reduced |
| Advisors Asset Management, Inc. | 84,722 | $8.23M | 0.16% | +936+1.1% | Added |