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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 15,432 | $1.50M | 0.57% | +107+0.7% | Added |
| Checchi Capital Advisers, LLC | 15,410 | $1.50M | 0.12% | +113+0.7% | Added |
| Northcape Wealth Management, LLC | 15,302 | $1.49M | 0.54% | −47−0.3% | Reduced |
| Farther Finance Advisors, LLC | 14,994 | $1.49M | 0.07% | +4,697+45.6% | Added |
| Trust Asset Management LLC | 15,287 | $1.49M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,269 | $1.48M | 0.17% | +127+0.8% | Added |
| Vise Technologies, Inc. | 15,207 | $1.48M | 0.26% | +1,680+12.4% | Added |
| Courier Capital LLC | 15,172 | $1.47M | 0.12% | −200−1.3% | Reduced |
| Snowden Capital Advisors LLC | 15,168 | $1.47M | 0.04% | −1,374−8.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 15,145 | $1.47M | 0.09% | −8,098−34.8% | Reduced |
| Waterfront Wealth Inc. | 15,090 | $1.47M | 0.40% | +186+1.2% | Added |
| Dynamic Advisor Solutions LLC | 15,033 | $1.46M | 0.05% | −1,262−7.7% | Reduced |
| Somerset Trust Co | 15,028 | $1.46M | 0.60% | +191+1.3% | Added |
| LVW Advisors, LLC | 15,015 | $1.46M | 0.21% | +3,515+30.6% | Added |
| NVWM, LLC | 14,816 | $1.44M | 0.38% | +868+6.2% | Added |
| Hamilton Capital Partners Inc. | 14,807 | $1.44M | 0.15% | −5,630−27.5% | Reduced |
| King Luther Capital Management Corp | 14,790 | $1.44M | 0.01% | +3,116+26.7% | Added |
| Maven Securities LTD | 14,778 | $1.44M | 0.22% | +14,778 | New |
| GAMMA Investing LLC | 14,736 | $1.43M | 0.20% | +4,411+42.7% | Added |
| Wilkins Investment Counsel Inc | 14,714 | $1.43M | 0.21% | −856−5.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.43M | 0.49% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 14,625 | $1.42M | 0.02% | −214−1.4% | Reduced |
| Intrust Bank NA | 14,374 | $1.40M | 0.15% | +590+4.3% | Added |
| Bard Financial Services, Inc. | 14,305 | $1.39M | 0.14% | 00.0% | Unchanged |
| Diligent Investors, LLC | 14,172 | $1.38M | 0.34% | +10+0.1% | Added |
| Excalibur Management Corp | 14,113 | $1.37M | 0.56% | −61−0.4% | Reduced |
| Central Pacific Bank - Trust Division | 14,106 | $1.37M | 0.16% | +2,909+26.0% | Added |
| Hartford Funds Management Co LLC | 14,028 | $1.36M | 0.13% | +1,187+9.2% | Added |
| Berkeley Capital Partners, LLC | 13,845 | $1.35M | 0.41% | −304−2.1% | Reduced |
| Krilogy Financial LLC | 13,835 | $1.34M | 0.10% | +118+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 13,764 | $1.34M | 0.09% | +716+5.5% | Added |
| Capital Investment Advisory Services, LLC | 13,729 | $1.33M | 0.14% | −86−0.6% | Reduced |
| Garner Asset Management Corp | 13,703 | $1.33M | 0.65% | +1,080+8.6% | Added |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.32M | 0.13% | +543+4.2% | Added |
| Interchange Capital Partners, LLC | 13,585 | $1.32M | 0.49% | +11,175+463.7% | Added |
| Concord Wealth Partners | 13,572 | $1.32M | 0.23% | +1,074+8.6% | Added |
| Crestwood Advisors Group LLC | 13,531 | $1.32M | 0.03% | −1,252−8.5% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.31M | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,445 | $1.31M | 0.04% | +3,273+32.2% | Added |
| Long Run Wealth Advisors, LLC | 13,437 | $1.31M | 0.33% | −225−1.6% | Reduced |
| Centaurus Financial, Inc. | 13,377 | $1.30M | 0.09% | −1,651−11.0% | Reduced |
| Parkside Financial Bank & Trust | 13,349 | $1.30M | 0.20% | −167−1.2% | Reduced |
| Quest Partners LLC | 13,348 | $1.30M | 0.18% | +13,348 | New |
| TLWM | 13,271 | $1.29M | 0.28% | +51+0.4% | Added |
| Quadrant Capital Group LLC | 13,258 | $1.29M | 0.10% | +10.0% | Added |
| PGGM Investments | 13,243 | $1.29M | 0.02% | +3,410+34.7% | Added |
| J.W. Cole Advisors, Inc. | 13,224 | $1.29M | 0.06% | −378−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 13,180 | $1.28M | 0.79% | −2,100−13.7% | Reduced |
| Concord Asset Management, LLC | 13,118 | $1.27M | 0.32% | +1,112+9.3% | Added |
| Verdence Capital Advisors LLC | 13,103 | $1.27M | 0.11% | +403+3.2% | Added |
| Global Retirement Partners, LLC | 13,054 | $1.27M | 0.04% | +2,170+19.9% | Added |
| Avalon Trust Co | 13,000 | $1.26M | 0.10% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 14,702 | $1.26M | 0.28% | +10,249+230.2% | Added |
| Procyon Private Wealth Partners, LLC | 12,887 | $1.25M | 0.09% | +511+4.1% | Added |
| Clarius Group, LLC | 12,881 | $1.25M | 0.09% | −415−3.1% | Reduced |
| Atomi Financial Group, Inc. | 12,786 | $1.24M | 0.09% | +5,891+85.4% | Added |
| Avestar Capital, LLC | 12,759 | $1.24M | 0.14% | +1,775+16.2% | Added |
| Panagora Asset Management Inc | 12,717 | $1.24M | 0.01% | −12−0.1% | Reduced |
| Umpqua Bank | 12,693 | $1.23M | 0.48% | +246+2.0% | Added |
| CFS Investment Advisory Services, LLC | 12,664 | $1.23M | 0.10% | +12,664 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.22M | 0.38% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,550 | $1.22M | 0.01% | +12,064+2,482.3% | Added |
| EverSource Wealth Advisors, LLC | 11,787 | $1.22M | 0.08% | +115+1.0% | Added |
| Independent Financial Group, LLC | 12,426 | $1.21M | 0.05% | +7,350+144.8% | Added |
| Investors Research Corp | 12,416 | $1.21M | 0.28% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 12,362 | $1.20M | 0.35% | −3,828−23.6% | Reduced |
| Quent Capital, LLC | 12,359 | $1.20M | 0.13% | −104−0.8% | Reduced |
| Viewpoint Capital Management LLC | 12,319 | $1.20M | 0.73% | +104+0.9% | Added |
| Cigna Investments Inc | 12,225 | $1.19M | 0.22% | −208−1.7% | Reduced |
| Trust Co of Vermont | 12,192 | $1.18M | 0.06% | −129−1.0% | Reduced |
| Lansing Street Advisors | 12,181 | $1.18M | 0.49% | +173+1.4% | Added |
| Westpac Banking Corp | 12,142 | $1.18M | 0.09% | +858+7.6% | Added |
| Golden State Equity Partners | 12,128 | $1.18M | 0.25% | +12,128 | New |
| DRW Securities, LLC | 12,094 | $1.18M | 0.07% | +7,088+141.6% | Added |
| Dakota Wealth Management | 12,044 | $1.17M | 0.03% | −1,193−9.0% | Reduced |
| Delta Asset Management LLC | 11,902 | $1.16M | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,873 | $1.15M | 0.29% | +81+0.7% | Added |
| SageView Advisory Group, LLC | 11,802 | $1.15M | 0.05% | +11,212+1,900.3% | Added |
| Berkshire Asset Management LLC | 11,796 | $1.15M | 0.06% | +514+4.6% | Added |
| LM Advisors LLC | 11,721 | $1.14M | 0.00% | −8,400−41.7% | Reduced |
| Principle Wealth Partners LLC | 11,644 | $1.13M | 0.09% | +40.0% | Added |
| Merit Financial Group, LLC | 11,589 | $1.13M | 0.02% | −4,409−27.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 11,552 | $1.12M | 0.30% | −242−2.1% | Reduced |
| Mint Tower Capital Management B.V. | 11,500 | $1.12M | 0.44% | +11,500 | New |
| Old National Bancorp | 11,498 | $1.12M | 0.03% | −1,074−8.5% | Reduced |
| Zullo Investment Group, Inc. | 11,485 | $1.12M | 0.49% | −159−1.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,415 | $1.11M | 0.19% | −222−1.9% | Reduced |
| Castle Wealth Management LLC | 11,405 | $1.11M | 0.53% | +364+3.3% | Added |
| Wedbush Securities Inc | 11,397 | $1.11M | 0.04% | −11,380−50.0% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.11M | 0.27% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 11,400 | $1.11M | 0.01% | −358−3.0% | Reduced |
| Brighton Jones LLC | 11,381 | $1.11M | 0.04% | −266−2.3% | Reduced |
| Spire Wealth Management | 11,379 | $1.11M | 0.04% | −4,598−28.8% | Reduced |
| Buffington Mohr McNeal | 11,375 | $1.11M | 0.19% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 11,358 | $1.10M | 0.43% | +863+8.2% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $1.10M | 0.72% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,293 | $1.10M | 0.07% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 11,268 | $1.10M | 0.68% | −245−2.1% | Reduced |
| Jones Financial Companies LLLP | 11,263 | $1.09M | 0.00% | +8,214+269.4% | Added |
| AE Wealth Management LLC | 11,242 | $1.09M | 0.01% | +3,484+44.9% | Added |