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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 22,000 | $2.11M | 0.17% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 21,614 | $2.10M | 1.59% | −197−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 21,486 | $2.09M | 0.10% | −73,452−77.4% | Reduced |
| Coastline Trust Co | 21,463 | $2.09M | 0.24% | −2,720−11.2% | Reduced |
| StoneX Group Inc. | 21,240 | $2.06M | 0.16% | +2,158+11.3% | Added |
| Regions Financial Corp | 21,169 | $2.06M | 0.02% | −1,066−4.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,968 | $2.04M | 0.15% | +6,080+40.8% | Added |
| DoubleLine ETF Adviser LP | 20,947 | $2.04M | 0.54% | −921−4.2% | Reduced |
| Financial Advisory Service, Inc. | 20,848 | $2.03M | 0.18% | +574+2.8% | Added |
| Freedom Day Solutions, LLC | 20,794 | $2.02M | 0.68% | −125−0.6% | Reduced |
| Prospera Financial Services Inc | 20,755 | $2.02M | 0.06% | +119+0.6% | Added |
| YHB Investment Advisors, Inc. | 20,561 | $2.00M | 0.17% | +38+0.2% | Added |
| Trust Co of Toledo NA | 20,534 | $2.00M | 0.29% | +4,203+25.7% | Added |
| Am Investment Strategies LLC | 20,526 | $2.00M | 0.49% | +152+0.7% | Added |
| Asio Capital, LLC | 20,481 | $1.99M | 0.41% | −5,948−22.5% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $1.99M | 1.24% | 00.0% | Unchanged |
| IFG Advisory, LLC | 20,381 | $1.98M | 0.13% | −208−1.0% | Reduced |
| Rpo LLC | 20,371 | $1.98M | 2.99% | +20,371 | New |
| Y-Intercept (Hong Kong) Ltd | 20,179 | $1.96M | 0.11% | +20,179 | New |
| Brown Financial Advisors | 20,143 | $1.96M | 0.87% | +20,143 | New |
| Qsemble Capital Management, LP | 19,989 | $1.94M | 0.37% | +19,989 | New |
| Harvest Investment Advisors, LLC | 19,806 | $1.92M | 1.42% | −123−0.6% | Reduced |
| Orbis Allan Gray Ltd | 19,800 | $1.92M | 0.01% | +19,800 | New |
| Capital Investment Counsel, Inc | 19,783 | $1.92M | 0.29% | +500+2.6% | Added |
| LGT Group Foundation | 19,713 | $1.92M | 0.03% | +522+2.7% | Added |
| Hoey Investments, Inc | 19,669 | $1.91M | 0.37% | −666−3.3% | Reduced |
| Granger Management LLC | 19,600 | $1.90M | 0.32% | +5,631+40.3% | Added |
| Capital Markets Trading UK LLP | 19,594 | $1.90M | 1.40% | −2,398−10.9% | Reduced |
| Brown Brothers Harriman & Co | 19,548 | $1.90M | 0.01% | −148−0.8% | Reduced |
| Covenant Asset Management, LLC | 19,412 | $1.89M | 0.42% | +73+0.4% | Added |
| Chatham Capital Group, Inc. | 19,266 | $1.87M | 0.33% | +3,810+24.7% | Added |
| Forum Financial Management, LP | 19,027 | $1.85M | 0.03% | +131+0.7% | Added |
| Hudson Canyon Capital Management | 18,979 | $1.84M | 1.25% | −1,835−8.8% | Reduced |
| Acropolis Investment Management, LLC | 18,868 | $1.83M | 0.12% | +453+2.5% | Added |
| Lakeview Capital Partners, LLC | 19,474 | $1.83M | 0.30% | 00.0% | Unchanged |
| Fundamentun, LLC | 18,857 | $1.83M | 0.15% | +1,097+6.2% | Added |
| Eisler Capital (US) LLC | 18,763 | $1.82M | 0.34% | +18,763 | New |
| McKinley Carter Wealth Services, Inc. | 18,580 | $1.81M | 0.12% | +1,368+7.9% | Added |
| Clough Capital Partners L P | 18,550 | $1.80M | 0.20% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 18,511 | $1.80M | 0.14% | +2,113+12.9% | Added |
| Ashburton (Jersey) Ltd | 18,130 | $1.80M | 0.76% | +18,130 | New |
| J. Safra Sarasin Holding AG | 18,468 | $1.79M | 0.03% | +18,468 | New |
| AIA Group Ltd | 18,410 | $1.79M | 0.05% | −15,188−45.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 18,374 | $1.79M | 0.39% | +3,993+27.8% | Added |
| Profund Advisors LLC | 18,204 | $1.77M | 0.07% | −449−2.4% | Reduced |
| Abbot Financial Management, Inc. | 18,100 | $1.76M | 0.94% | −50−0.3% | Reduced |
| Delphi Management Inc | 18,076 | $1.76M | 1.43% | −27−0.1% | Reduced |
| Horizon Investments, LLC | 18,231 | $1.76M | 0.05% | +187+1.0% | Added |
| Institute for Wealth Management, LLC. | 17,748 | $1.72M | 0.23% | +268+1.5% | Added |
| Howland Capital Management LLC | 17,743 | $1.72M | 0.08% | +365+2.1% | Added |
| Perigon Wealth Management, LLC | 17,726 | $1.72M | 0.05% | +788+4.7% | Added |
| Principal Securities, Inc. | 17,683 | $1.72M | 0.05% | +3,011+20.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,619 | $1.71M | 0.03% | +9,459+115.9% | Added |
| Oak Asset Management, LLC | 17,593 | $1.71M | 0.63% | +235+1.4% | Added |
| Wright Investors Service Inc | 17,568 | $1.71M | 0.45% | −5,390−23.5% | Reduced |
| EP Wealth Advisors, LLC | 17,551 | $1.71M | 0.02% | +7,185+69.3% | Added |
| Two Sigma Investments, LP | 17,477 | $1.70M | 0.00% | −219,870−92.6% | Reduced |
| TD Private Client Wealth LLC | 17,460 | $1.70M | 0.05% | −1,889−9.8% | Reduced |
| Allworth Financial LP | 16,586 | $1.69M | 0.01% | +2,914+21.3% | Added |
| IMC-Chicago, LLC | 17,398 | $1.69M | 0.05% | +17,398 | New |
| Whittier Trust Co | 17,353 | $1.69M | 0.02% | +124+0.7% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.68M | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 17,316 | $1.68M | 0.05% | −1,393−7.4% | Reduced |
| Insight Inv LLC | 17,307 | $1.68M | 1.45% | +130+0.8% | Added |
| Williams Jones Wealth Management, LLC. | 17,291 | $1.68M | 0.02% | +207+1.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $1.67M | 1.39% | −400−2.3% | Reduced |
| Donaldson Capital Management, LLC | 17,139 | $1.67M | 0.07% | −1,438−7.7% | Reduced |
| Great Diamond Partners, LLC | 17,061 | $1.66M | 0.39% | −487−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 17,041 | $1.66M | 0.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 17,000 | $1.65M | 0.79% | −9,205−35.1% | Reduced |
| Mutual Advisors, LLC | 16,063 | $1.65M | 0.05% | +3,240+25.3% | Added |
| River Street Advisors LLC | 16,736 | $1.63M | 1.01% | +313+1.9% | Added |
| Eagle Asset Management Inc | 16,287 | $1.62M | 0.01% | +2,438+17.6% | Added |
| Trust Investment Advisors | 16,538 | $1.61M | 1.02% | −21−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 15,591 | $1.60M | 0.15% | +1,952+14.3% | Added |
| South State Corp. | 16,447 | $1.60M | 0.12% | +5,590+51.5% | Added |
| We Are One Seven, LLC | 16,397 | $1.59M | 0.08% | +999+6.5% | Added |
| Strategic Advisors LLC | 16,378 | $1.59M | 0.31% | −100−0.6% | Reduced |
| Symmetry Partners, LLC | 16,365 | $1.59M | 0.08% | −588−3.5% | Reduced |
| Altman Advisors, Inc. | 16,330 | $1.59M | 0.90% | +68+0.4% | Added |
| Group One Trading, L.P. | 16,236 | $1.58M | 0.05% | +16,236 | New |
| Sumitomo Life Insurance Co | 16,207 | $1.58M | 0.04% | −2,094−11.4% | Reduced |
| Smith, Salley & Associates | 16,207 | $1.58M | 0.11% | +378+2.4% | Added |
| Decatur Capital Management, Inc. | 16,167 | $1.57M | 0.76% | +447+2.8% | Added |
| Foster & Motley Inc | 16,060 | $1.56M | 0.11% | −600−3.6% | Reduced |
| Ironwood Investment Counsel, LLC | 15,993 | $1.55M | 0.28% | +19+0.1% | Added |
| 1st Source Bank | 15,952 | $1.55M | 0.09% | +117+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 15,930 | $1.55M | 0.02% | −24−0.2% | Reduced |
| Altrafin AG | 15,861 | $1.54M | 0.57% | −7,162−31.1% | Reduced |
| Global Financial Private Client, LLC | 15,846 | $1.54M | 0.64% | +14,882+1,543.8% | Added |
| Mystic Asset Management, Inc. | 15,785 | $1.53M | 0.62% | −139−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 15,724 | $1.53M | 0.05% | +5,080+47.7% | Added |
| AMG National Trust Bank | 15,723 | $1.53M | 0.04% | +1,814+13.0% | Added |
| Vanguard Capital Wealth Advisors | 15,722 | $1.53M | 1.03% | +68+0.4% | Added |
| Leonteq Securities AG | 15,644 | $1.52M | 0.21% | +4,332+38.3% | Added |
| Wintrust Investments LLC | 15,555 | $1.51M | 0.12% | −78−0.5% | Reduced |
| Chemung Canal Trust Co | 15,531 | $1.51M | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15,462 | $1.50M | 0.04% | −3,447−18.2% | Reduced |
| Chesapeake Wealth Management | 15,462 | $1.50M | 0.54% | −481−3.0% | Reduced |
| NBT Bank N A | 15,437 | $1.50M | 0.11% | +8,404+119.5% | Added |