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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 82,515 | $8.22M | 1.33% | +5,751+7.5% | Added |
| Omers Administration Corp | 84,553 | $8.22M | 0.08% | +84,553 | New |
| Rokos Capital Management LLP | 84,301 | $8.19M | 0.19% | −353,518−80.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 82,842 | $8.05M | 0.84% | +3,829+4.8% | Added |
| Advocate Group LLC | 82,808 | $8.05M | 1.62% | +1,095+1.3% | Added |
| McGuire Investment Group, LLC | 81,695 | $7.94M | 1.14% | +350.0% | Added |
| Calamos Wealth Management LLC | 81,308 | $7.90M | 0.42% | −55,096−40.4% | Reduced |
| Financial Counselors Inc | 80,925 | $7.87M | 0.13% | +4,809+6.3% | Added |
| SpiderRock Advisors, LLC | 80,348 | $7.81M | 0.21% | +22,285+38.4% | Added |
| Toroso Investments, LLC | 80,311 | $7.81M | 0.11% | +20,083+33.3% | Added |
| Hartford Investment Management Co | 80,221 | $7.80M | 0.27% | −773−1.0% | Reduced |
| Amica Mutual Insurance Co | 79,503 | $7.73M | 0.77% | 00.0% | Unchanged |
| Core Alternative Capital | 79,283 | $7.71M | 1.54% | −11,264−12.4% | Reduced |
| D.A. Davidson & Co. | 78,989 | $7.68M | 0.07% | −4,170−5.0% | Reduced |
| Principal Street Partners, LLC | 78,948 | $7.67M | 1.37% | −192−0.2% | Reduced |
| Teza Capital Management LLC | 78,334 | $7.61M | 0.93% | +61,331+360.7% | Added |
| Avitas Wealth Management LLC | 77,570 | $7.54M | 1.10% | +319+0.4% | Added |
| Greenwood Capital Associates LLC | 77,468 | $7.53M | 0.99% | +1,529+2.0% | Added |
| Hourglass Capital, LLC | 77,132 | $7.50M | 2.23% | −2,095−2.6% | Reduced |
| Integrated Advisors Network LLC | 76,933 | $7.48M | 0.39% | +6,311+8.9% | Added |
| Westbourne Investment Advisors, Inc. | 76,312 | $7.42M | 2.69% | −130−0.2% | Reduced |
| Quantinno Capital Management LP | 75,375 | $7.33M | 0.13% | +19,844+35.7% | Added |
| Allianz SE | 74,406 | $7.23M | 0.21% | −953−1.3% | Reduced |
| Oliver Luxxe Assets LLC | 73,625 | $7.16M | 1.52% | +80.0% | Added |
| Baxter Bros Inc | 73,224 | $7.12M | 0.93% | +4,502+6.6% | Added |
| Hudson Valley Investment Advisors Inc | 75,659 | $7.07M | 0.92% | −9,830−11.5% | Reduced |
| Baugh & Associates, LLC | 69,156 | $7.03M | 3.65% | −3,345−4.6% | Reduced |
| Burns J W & Co Inc | 72,272 | $7.02M | 0.95% | −2,282−3.1% | Reduced |
| Cyrus J. Lawrence, LLC | 72,034 | $7.00M | 1.45% | +47+0.1% | Added |
| Private Advisor Group, LLC | 71,997 | $7.00M | 0.05% | −27,161−27.4% | Reduced |
| Securian Asset Management, Inc | 71,954 | $6.99M | 0.20% | −1,834−2.5% | Reduced |
| German American Bancorp, Inc. | 71,682 | $6.97M | 0.80% | +1,334+1.9% | Added |
| Louisiana State Employees Retirement System | 70,800 | $6.88M | 0.13% | −2,100−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,500 | $6.85M | 0.04% | +15,370+27.9% | Added |
| Liontrust Investment Partners LLP | 70,000 | $6.80M | 0.10% | −23,000−24.7% | Reduced |
| Hennessy Advisors Inc | 69,500 | $6.75M | 0.26% | −3,200−4.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 68,631 | $6.67M | 0.00% | −5,146,784−98.7% | Reduced |
| Montag A & Associates Inc | 68,026 | $6.61M | 0.33% | −8,026−10.6% | Reduced |
| Carlson Capital L P | 67,600 | $6.57M | 1.03% | +28,100+71.1% | Added |
| TownSquare Capital, LLC | 67,569 | $6.57M | 0.09% | +4,684+7.4% | Added |
| Flputnam Investment Management Co | 66,851 | $6.50M | 0.12% | +1,241+1.9% | Added |
| Leuthold Group, LLC | 66,828 | $6.50M | 0.75% | +66,828 | New |
| Albion Financial Group | 66,531 | $6.47M | 0.49% | −1,150−1.7% | Reduced |
| Thrivent Financial for Lutherans | 66,374 | $6.45M | 0.01% | −591,013−89.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 66,119 | $6.43M | 1.67% | +66,119 | New |
| DCM Advisors, LLC | 65,857 | $6.40M | 3.38% | −8,091−10.9% | Reduced |
| Iowa State Bank | 65,720 | $6.39M | 1.41% | +1,305+2.0% | Added |
| Lido Advisors, LLC | 65,487 | $6.36M | 0.05% | +3,213+5.2% | Added |
| White Pine Investment CO | 65,287 | $6.34M | 1.86% | −11,507−15.0% | Reduced |
| Strategic Financial Concepts, LLC | 52,591 | $6.34M | 0.02% | +52,591 | New |
| Ci Investments Inc. | 64,881 | $6.31M | 0.02% | +488+0.8% | Added |
| Interval Partners, LP | 64,703 | $6.29M | 0.18% | +64,703 | New |
| Heritage Trust Co | 64,694 | $6.29M | 0.83% | +2,320+3.7% | Added |
| Banque Cantonale Vaudoise | 63,906 | $6.21M | 0.25% | −11,915−15.7% | Reduced |
| New Mexico Educational Retirement Board | 63,710 | $6.19M | 0.22% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 59,735 | $5.81M | 0.44% | +6,749+12.7% | Added |
| Cunning Capital Partners, LP | 58,878 | $5.72M | 3.26% | 00.0% | Unchanged |
| Becker Capital Management Inc | 58,606 | $5.70M | 0.20% | −288−0.5% | Reduced |
| Xcel Wealth Management, LLC | 58,275 | $5.66M | 1.77% | −670−1.1% | Reduced |
| Coldstream Capital Management Inc | 58,275 | $5.66M | 0.14% | +1,215+2.1% | Added |
| HighPoint Advisor Group LLC | 54,050 | $5.61M | 0.33% | +16,547+44.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,680 | $5.61M | 0.01% | −1,465,435−96.2% | Reduced |
| AlTi Global, Inc. | 57,387 | $5.58M | 0.15% | −24,142−29.6% | Reduced |
| First Hawaiian Bank | 57,261 | $5.57M | 0.19% | +965+1.7% | Added |
| Assenagon Asset Management S.A. | 56,765 | $5.52M | 0.01% | −2,645−4.5% | Reduced |
| Aureus Asset Management, LLC | 56,542 | $5.50M | 0.38% | −328−0.6% | Reduced |
| Geller Advisors LLC | 56,352 | $5.48M | 0.41% | −94−0.2% | Reduced |
| Seven Eight Capital, LP | 55,705 | $5.41M | 0.57% | +55,705 | New |
| Huntington National Bank | 55,676 | $5.41M | 0.04% | +2,356+4.4% | Added |
| Tradewinds, LLC. | 55,152 | $5.36M | 1.65% | +55,152 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 54,966 | $5.34M | 0.09% | +6,933+14.4% | Added |
| Synovus Financial Corp | 54,734 | $5.32M | 0.07% | −1,348−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,422 | $5.29M | 0.08% | −52,750−49.2% | Reduced |
| Old Second National Bank of Aurora | 54,255 | $5.27M | 1.35% | −1,030−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 54,052 | $5.25M | 0.11% | +3,525+7.0% | Added |
| Massmutual Trust Co FSB | 53,393 | $5.19M | 0.16% | −4,040−7.0% | Reduced |
| Balyasny Asset Management LLC | 53,020 | $5.15M | 0.01% | −43,360−45.0% | Reduced |
| Atria Wealth Solutions, Inc. | 52,959 | $5.15M | 0.06% | −3,071−5.5% | Reduced |
| Moran Wealth Management, LLC | 52,838 | $5.14M | 0.17% | +52,838 | New |
| Foundations Investment Advisors, LLC | 52,770 | $5.13M | 0.12% | −3,861−6.8% | Reduced |
| Trifecta Capital Advisors, LLC | 52,749 | $5.13M | 1.13% | −355−0.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,663 | $5.12M | 1.65% | −210−0.4% | Reduced |
| Rakuten Investment Management, Inc. | 52,939 | $5.07M | 0.03% | +19,440+58.0% | Added |
| Steward Partners Investment Advisory, LLC | 51,958 | $5.05M | 0.05% | −23,787−31.4% | Reduced |
| E. Ohman J:or Asset Management AB | 51,826 | $5.04M | 0.12% | +1,600+3.2% | Added |
| Metis Global Partners, LLC | 51,824 | $5.04M | 0.17% | −466−0.9% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.01M | 0.78% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 51,499 | $5.01M | 0.13% | −1,688−3.2% | Reduced |
| Investment Management Corp of Ontario | 51,253 | $4.98M | 0.13% | +7,500+17.1% | Added |
| Cyndeo Wealth Partners, LLC | 51,143 | $4.97M | 0.39% | +10,378+25.5% | Added |
| Tower Research Capital LLC (TRC) | 50,887 | $4.95M | 0.08% | +10,878+27.2% | Added |
| Verition Fund Management LLC | 50,333 | $4.89M | 0.04% | +18,119+56.2% | Added |
| Ameritas Investment Partners, Inc. | 49,625 | $4.82M | 0.17% | +90.0% | Added |
| Intech Investment Management LLC | 49,351 | $4.80M | 0.06% | −25,193−33.8% | Reduced |
| Ballentine Partners, LLC | 49,215 | $4.78M | 0.09% | +148+0.3% | Added |
| Jupiter Wealth Management LLC | 45,928 | $4.74M | 2.51% | −1,680−3.5% | Reduced |
| Elk River Wealth Management, LLC | 48,576 | $4.72M | 0.92% | +432+0.9% | Added |
| Vinva Investment Management Ltd | 48,986 | $4.69M | 0.24% | +10,604+27.6% | Added |
| Tiaa Trust, National Association | 47,996 | $4.66M | 0.01% | −210−0.4% | Reduced |
| Glenview Trust Co | 47,873 | $4.65M | 0.09% | −1,301−2.6% | Reduced |