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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 47,834 | $4.65M | 0.24% | +193+0.4% | Added |
| Simon Quick Advisors, LLC | 47,610 | $4.63M | 0.33% | +1,182+2.5% | Added |
| First Manhattan Co | 47,576 | $4.62M | 0.01% | −144−0.3% | Reduced |
| HB Wealth Management, LLC | 47,211 | $4.59M | 0.05% | +2,658+6.0% | Added |
| Sequoia Financial Advisors, LLC | 46,784 | $4.55M | 0.05% | +3,690+8.6% | Added |
| NEOS Investment Management LLC | 46,646 | $4.53M | 0.19% | +14,940+47.1% | Added |
| Institutional & Family Asset Management, LLC | 46,631 | $4.53M | 0.69% | −1,291−2.7% | Reduced |
| Summit Financial, LLC | 46,468 | $4.52M | 0.21% | +18,829+68.1% | Added |
| Trajan Wealth LLC | 46,455 | $4.51M | 0.29% | −254−0.5% | Reduced |
| RSM US Wealth Management LLC | 45,686 | $4.51M | 0.08% | +40,355+757.0% | Added |
| Cito Capital Group, LLC | 46,355 | $4.50M | 1.75% | 00.0% | Unchanged |
| First National Bank of Omaha | 46,290 | $4.50M | 0.30% | +11,119+31.6% | Added |
| Alpha DNA Investment Management LLC | 46,207 | $4.49M | 2.55% | +23,387+102.5% | Added |
| Empowered Funds, LLC | 45,747 | $4.45M | 0.08% | +10,765+30.8% | Added |
| Van Hulzen Asset Management, LLC | 45,529 | $4.42M | 0.30% | −7,242−13.7% | Reduced |
| Torray LLC | 44,836 | $4.36M | 0.65% | +213+0.5% | Added |
| Linscomb & Williams, Inc. | 44,700 | $4.34M | 0.22% | −74−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,635 | $4.34M | 1.01% | +1,005+2.3% | Added |
| SkyOak Wealth, LLC | 44,571 | $4.33M | 1.01% | −814−1.8% | Reduced |
| Norinchukin Bank, The | 44,378 | $4.31M | 0.12% | +152+0.3% | Added |
| CAPROCK Group, Inc. | 44,336 | $4.31M | 0.18% | +25,169+131.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 44,312 | $4.31M | 0.44% | +1,634+3.8% | Added |
| Lincluden Management Ltd | 44,295 | $4.30M | 0.52% | −117−0.3% | Reduced |
| Empirical Finance, LLC | 44,150 | $4.29M | 0.27% | −4,221−8.7% | Reduced |
| Cullinan Associates Inc | 43,799 | $4.26M | 0.24% | +8,579+24.4% | Added |
| Hodges Capital Management Inc. | 43,539 | $4.23M | 0.28% | +1,543+3.7% | Added |
| Veriti Management LLC | 42,854 | $4.17M | 0.26% | +10,990+34.5% | Added |
| Stock Yards Bank & Trust Co | 42,162 | $4.10M | 0.14% | −487−1.1% | Reduced |
| Point72 Hong Kong Ltd | 41,791 | $4.06M | 0.25% | +41,791 | New |
| Wolverine Trading, LLC | 41,401 | $4.02M | 0.07% | −22,294−35.0% | Reduced |
| Brasada Capital Management, LP | 39,083 | $4.02M | 0.71% | +10,664+37.5% | Added |
| Roanoke Asset Management Corp | 41,033 | $3.99M | 1.32% | +200.0% | Added |
| Logan Capital Management Inc | 40,806 | $3.97M | 0.17% | −27,930−40.6% | Reduced |
| GTS Securities LLC | 40,576 | $3.94M | 0.08% | +36,860+991.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 40,362 | $3.92M | 0.27% | −981−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 40,255 | $3.91M | 0.16% | +2,639+7.0% | Added |
| Cypress Financial Planning LLC | 40,080 | $3.90M | 1.63% | −698−1.7% | Reduced |
| Vident Advisory, LLC | 39,950 | $3.88M | 0.11% | +23,197+138.5% | Added |
| Highland Capital Management, LLC | 39,872 | $3.88M | 0.23% | −3,210−7.5% | Reduced |
| Braun Stacey Associates Inc | 39,857 | $3.87M | 0.15% | −16,231−28.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,823 | $3.87M | 0.10% | +70+0.2% | Added |
| United Capital Financial Advisers, LLC | 39,812 | $3.87M | 0.03% | +1,566+4.1% | Added |
| Mayflower Financial Advisors, LLC | 38,922 | $3.78M | 0.62% | −578−1.5% | Reduced |
| Adell Harriman & Carpenter Inc | 38,820 | $3.77M | 0.29% | +2,600+7.2% | Added |
| Engineers Gate Manager LP | 38,609 | $3.75M | 0.08% | +38,609 | New |
| Financial Advisory Partners, LLC | 38,346 | $3.73M | 1.39% | −875−2.2% | Reduced |
| GLOBALT Investments LLC | 38,279 | $3.72M | 0.15% | −430−1.1% | Reduced |
| Surience Private Wealth LLC | 38,161 | $3.71M | 4.77% | +38,161 | New |
| Neo Ivy Capital Management | 38,092 | $3.70M | 0.73% | +38,092 | New |
| Citizens Financial Group Inc | 37,993 | $3.69M | 0.08% | +21,921+136.4% | Added |
| City Holding Co | 37,677 | $3.66M | 0.54% | +40+0.1% | Added |
| Vestor Capital, LLC | 37,542 | $3.65M | 0.29% | −799−2.1% | Reduced |
| Occidental Asset Management, LLC | 37,443 | $3.64M | 0.64% | +1,453+4.0% | Added |
| Independent Advisor Alliance | 37,107 | $3.61M | 0.12% | +303+0.8% | Added |
| RNC Capital Management LLC | 36,978 | $3.59M | 0.20% | +2,308+6.7% | Added |
| Central Trust Co | 36,941 | $3.59M | 0.09% | −6,876−15.7% | Reduced |
| Patten & Patten Inc | 36,886 | $3.58M | 0.25% | +52+0.1% | Added |
| United Services Automobile Association | 36,708 | $3.57M | 0.09% | −2,658−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 36,287 | $3.53M | 0.05% | +2,290+6.7% | Added |
| Geneos Wealth Management Inc. | 36,148 | $3.51M | 0.16% | +996+2.8% | Added |
| Alley Investment Management Company, LLC | 36,039 | $3.50M | 0.48% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35,724 | $3.47M | 0.32% | +1,757+5.2% | Added |
| Sandy Cove Advisors, LLC | 35,719 | $3.47M | 1.55% | +215+0.6% | Added |
| MainStreet Investment Advisors LLC | 35,551 | $3.46M | 0.42% | −5,063−12.5% | Reduced |
| Shorepoint Capital Partners LLC | 35,433 | $3.44M | 0.81% | +1,190+3.5% | Added |
| Lake Street Advisors Group, LLC | 35,362 | $3.44M | 0.17% | +285+0.8% | Added |
| First National Trust Co | 35,346 | $3.44M | 0.14% | −495−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 35,265 | $3.43M | 0.09% | +5,679+19.2% | Added |
| Siemens Fonds Invest GmbH | 35,033 | $3.40M | 0.25% | +87+0.2% | Added |
| Sigma Planning Corp | 35,030 | $3.40M | 0.11% | −4,649−11.7% | Reduced |
| Capital International Sarl | 34,869 | $3.39M | 0.10% | +1,201+3.6% | Added |
| Pitcairn Co | 34,748 | $3.38M | 0.21% | +887+2.6% | Added |
| Stonegate Investment Group, LLC | 34,625 | $3.37M | 0.10% | −1,391−3.9% | Reduced |
| KMG Fiduciary Partners, LLC | 34,595 | $3.36M | 0.33% | −624−1.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 34,500 | $3.35M | 0.51% | −83,110−70.7% | Reduced |
| Sculati Wealth Management, LLC | 34,358 | $3.34M | 1.43% | −655−1.9% | Reduced |
| Mattson Financial Services, LLC | 34,074 | $3.31M | 1.18% | +34,074 | New |
| Compagnie Lombard Odier SCmA | 33,750 | $3.28M | 0.06% | −375−1.1% | Reduced |
| Loomis Sayles & Co L P | 33,625 | $3.27M | 0.00% | +7,838+30.4% | Added |
| Dana Investment Advisors, Inc. | 33,597 | $3.27M | 0.11% | +174+0.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 33,330 | $3.24M | 0.33% | −2,912−8.0% | Reduced |
| Beacon Pointe Advisors, LLC | 33,328 | $3.24M | 0.04% | +194+0.6% | Added |
| Carret Asset Management, LLC | 33,146 | $3.22M | 0.38% | +692+2.1% | Added |
| Community Trust & Investment Co | 33,129 | $3.22M | 0.22% | −1,523−4.4% | Reduced |
| First Citizens Bank & Trust Co | 33,083 | $3.22M | 0.06% | +581+1.8% | Added |
| Wealthspire Advisors, LLC | 33,054 | $3.21M | 0.04% | −2,242−6.4% | Reduced |
| S&CO Inc | 33,038 | $3.21M | 0.22% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 32,965 | $3.20M | 1.10% | +12,255+59.2% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.19M | 1.25% | 00.0% | Unchanged |
| First National Advisers, LLC | 32,715 | $3.18M | 0.58% | +16,160+97.6% | Added |
| Canandaigua National Bank & Trust Co | 32,674 | $3.18M | 0.34% | −2,592−7.3% | Reduced |
| Clearstead Advisors, LLC | 32,629 | $3.17M | 0.05% | +26,955+475.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,556 | $3.16M | 2.14% | −121−0.4% | Reduced |
| Raymond James Trust N.A. | 32,389 | $3.15M | 0.07% | −311−1.0% | Reduced |
| Hartline Investment Corp | 32,345 | $3.14M | 0.42% | +28,446+729.6% | Added |
| Savant Capital, LLC | 32,345 | $3.14M | 0.03% | +357+1.1% | Added |
| Wetherby Asset Management Inc | 32,244 | $3.13M | 0.15% | −269−0.8% | Reduced |
| Abn Amro Investment Solutions | 32,214 | $3.13M | 0.06% | +11,701+57.0% | Added |
| Shelton Capital Management | 32,157 | $3.13M | 0.09% | −2,141−6.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 31,847 | $3.10M | 0.43% | −6,359−16.6% | Reduced |