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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 31,761 | $3.09M | 0.03% | +965+3.1% | Added |
| Tokio Marine Asset Management Co Ltd | 31,436 | $3.06M | 0.15% | +1,207+4.0% | Added |
| Prime Capital Investment Advisors, LLC | 31,222 | $3.03M | 0.04% | −1,123−3.5% | Reduced |
| Morningstar Investment Management LLC | 31,216 | $3.03M | 0.32% | −5,384−14.7% | Reduced |
| Frank, Rimerman Advisors LLC | 31,208 | $3.03M | 0.21% | +31,117+34,194.5% | Added |
| National Asset Management, Inc. | 31,014 | $3.01M | 0.08% | +2,361+8.2% | Added |
| Advisory Services Network, LLC | 30,696 | $2.98M | 0.06% | −416−1.3% | Reduced |
| Apollon Wealth Management, LLC | 30,398 | $2.95M | 0.09% | +316+1.1% | Added |
| Gifford Fong Associates | 30,000 | $2.92M | 0.77% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 29,945 | $2.91M | 0.03% | +1,209+4.2% | Added |
| Centiva Capital, LP | 29,888 | $2.90M | 0.14% | +29,888 | New |
| Stephens Inc | 29,877 | $2.90M | 0.04% | −68−0.2% | Reduced |
| Haverford Trust Co | 29,806 | $2.90M | 0.03% | +11,991+67.3% | Added |
| Everence Capital Management Inc | 31,741 | $2.88M | 0.20% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 29,542 | $2.87M | 0.09% | +92+0.3% | Added |
| K.J. Harrison & Partners Inc | 29,450 | $2.86M | 0.47% | −18,350−38.4% | Reduced |
| Inspire Trust Co, N.A. | 29,300 | $2.85M | 0.94% | +10,000+51.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $2.82M | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 28,893 | $2.81M | 0.46% | +12,793+79.5% | Added |
| Ritholtz Wealth Management | 28,646 | $2.78M | 0.09% | −4,440−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 28,638 | $2.78M | 0.14% | −4,503−13.6% | Reduced |
| Plato Investment Management Ltd | 28,285 | $2.75M | 0.26% | +23,501+491.2% | Added |
| Meyer Handelman Co | 28,242 | $2.74M | 0.10% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 28,204 | $2.74M | 0.01% | −149−0.5% | Reduced |
| Arrow Financial Corp | 28,172 | $2.74M | 0.27% | +313+1.1% | Added |
| Americana Partners, LLC | 27,807 | $2.70M | 0.21% | +1,772+6.8% | Added |
| Capstone Investment Advisors, LLC | 27,509 | $2.67M | 0.06% | +1,598+6.2% | Added |
| Moody National Bank Trust Division | 27,465 | $2.67M | 0.21% | +1,005+3.8% | Added |
| Capital International Ltd | 27,352 | $2.66M | 0.12% | −534−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 27,174 | $2.64M | 0.20% | +51+0.2% | Added |
| Diversified Trust Co | 27,103 | $2.63M | 0.07% | +18,154+202.9% | Added |
| Lipe & Dalton | 27,020 | $2.63M | 1.41% | −198−0.7% | Reduced |
| Skopos Labs, Inc. | 28,002 | $2.62M | 1.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 26,798 | $2.60M | 0.04% | −3,701−12.1% | Reduced |
| SevenBridge Financial Group, LLC | 27,974 | $2.60M | 0.58% | +137+0.5% | Added |
| SYSTM Wealth Solutions LLC | 26,625 | $2.59M | 0.58% | −6,872−20.5% | Reduced |
| Transcend Wealth Collective, LLC | 26,440 | $2.57M | 0.19% | +1,069+4.2% | Added |
| Park Avenue Securities LLC | 26,393 | $2.56M | 0.03% | +2,969+12.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,130 | $2.56M | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 26,351 | $2.56M | 0.60% | 00.0% | Unchanged |
| Next Level Private LLC | 26,303 | $2.56M | 1.17% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 26,270 | $2.55M | 0.52% | −4,126−13.6% | Reduced |
| Gries Financial LLC | 25,995 | $2.53M | 0.52% | +397+1.6% | Added |
| Fulton Bank, N.A. | 25,978 | $2.52M | 0.10% | +1,273+5.2% | Added |
| LMCG Investments, LLC | 25,862 | $2.51M | 0.15% | +782+3.1% | Added |
| KCM Investment Advisors LLC | 25,816 | $2.51M | 0.09% | −1,840−6.7% | Reduced |
| Clear Rock Advisors, LLC | 25,783 | $2.51M | 1.07% | +563+2.2% | Added |
| Gotham Asset Management, LLC | 25,776 | $2.51M | 0.03% | +249+1.0% | Added |
| Bouvel Investment Partners, LLC | 25,771 | $2.50M | 0.97% | −102−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 27,019 | $2.49M | 0.35% | +448+1.7% | Added |
| Stratos Wealth Partners, LTD. | 25,574 | $2.49M | 0.04% | −508−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 25,539 | $2.48M | 0.18% | +7,153+38.9% | Added |
| Hunter Associates Investment Management LLC | 25,402 | $2.47M | 0.42% | −126−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 25,400 | $2.47M | 0.69% | +10,500+70.5% | Added |
| Cary Street Partners Asset Management LLC | 25,381 | $2.47M | 0.36% | +4,876+23.8% | Added |
| Ashton Thomas Private Wealth, LLC | 25,341 | $2.46M | 0.14% | −987−3.7% | Reduced |
| Culbertson A N & Co Inc | 25,290 | $2.46M | 0.43% | −2,000−7.3% | Reduced |
| Community Bank, N.A. | 25,170 | $2.45M | 0.32% | +461+1.9% | Added |
| HCR Wealth Advisors | 25,096 | $2.44M | 0.35% | −274−1.1% | Reduced |
| Franklin Street Advisors Inc | 25,001 | $2.43M | 0.17% | +10.0% | Added |
| Texas Yale Capital Corp. | 24,880 | $2.42M | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 24,864 | $2.42M | 0.10% | +2,418+10.8% | Added |
| Stolper Co | 24,788 | $2.41M | 0.85% | +210+0.9% | Added |
| Palisade Asset Management, LLC | 24,721 | $2.40M | 0.25% | −6,404−20.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 24,709 | $2.40M | 0.17% | −278−1.1% | Reduced |
| Glass Wealth Management Co LLC | 24,695 | $2.40M | 1.40% | +865+3.6% | Added |
| HTLF Bank | 24,686 | $2.40M | 0.27% | −958−3.7% | Reduced |
| International Assets Investment Management, LLC | 817,081 | $2.40M | 0.23% | −91,317−10.1% | Reduced |
| Commerzbank Aktiengesellschaft | 24,629 | $2.39M | 0.08% | +5,216+26.9% | Added |
| Northeast Investment Management | 24,589 | $2.39M | 0.11% | −285−1.1% | Reduced |
| Venture Visionary Partners LLC | 24,558 | $2.39M | 0.11% | +1,472+6.4% | Added |
| Signaturefd, LLC | 24,553 | $2.39M | 0.05% | +1,419+6.1% | Added |
| Bleakley Financial Group, LLC | 24,501 | $2.38M | 0.07% | +926+3.9% | Added |
| Simplicity Wealth,LLC | 24,414 | $2.37M | 0.05% | +941+4.0% | Added |
| Baldwin Investment Management, LLC | 24,380 | $2.37M | 0.32% | −997−3.9% | Reduced |
| Burney Co | 24,246 | $2.36M | 0.09% | +2,675+12.4% | Added |
| Capital Asset Advisory Services LLC | 22,787 | $2.34M | 0.13% | +1,582+7.5% | Added |
| Griffin Asset Management, Inc. | 23,555 | $2.29M | 0.27% | +41+0.2% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.29M | 0.88% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 24,820 | $2.29M | 0.26% | +12,344+98.9% | Added |
| D L Carlson Investment Group Inc | 23,501 | $2.28M | 0.44% | −26,602−53.1% | Reduced |
| TCTC Holdings, LLC | 23,372 | $2.27M | 0.08% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23,333 | $2.27M | 1.80% | −69−0.3% | Reduced |
| Richard P Slaughter Associates Inc | 23,240 | $2.26M | 0.53% | −7,413−24.2% | Reduced |
| Vestcor Inc | 23,126 | $2.25M | 0.08% | −22,700−49.5% | Reduced |
| La Banque Postale Asset Management SA | 23,040 | $2.24M | 0.09% | +23,040 | New |
| Nebula Research & Development LLC | 22,755 | $2.21M | 0.36% | +22,755 | New |
| Sowell Financial Services LLC | 22,720 | $2.21M | 0.11% | −212−0.9% | Reduced |
| Leavell Investment Management, Inc. | 22,451 | $2.18M | 0.12% | +1,175+5.5% | Added |
| NorthRock Partners, LLC | 22,432 | $2.18M | 0.08% | +1,224+5.8% | Added |
| PFG Investments, LLC | 22,372 | $2.17M | 0.16% | +245+1.1% | Added |
| Capital Investment Advisors, LLC | 22,126 | $2.15M | 0.05% | +3,405+18.2% | Added |
| Caldwell Trust Co | 22,125 | $2.15M | 0.24% | −344−1.5% | Reduced |
| Prudent Man Advisors, LLC | 21,933 | $2.13M | 0.75% | +930+4.4% | Added |
| William B. Walkup & Associates, Inc. | 21,830 | $2.12M | 1.39% | +21,830 | New |
| Cohen Klingenstein LLC | 21,800 | $2.12M | 0.08% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 21,794 | $2.12M | 0.06% | +1,324+6.5% | Added |
| Alaethes Wealth LLC | 21,744 | $2.11M | 0.87% | +510+2.4% | Added |
| Resources Investment Advisors, LLC. | 21,707 | $2.11M | 0.03% | +8,819+68.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,685 | $2.11M | 0.08% | +386+1.8% | Added |