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
Q3 2024 vs. Q2 2024
How the institutions holding Morgan Stanley changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 1,829 | 23 | 1,875 | +69 |
| Shares | 1.35B | 85.5M | 1.35B | +88.0M (+7.0%) |
| Value | $131.2B | $8.31B | $141.1B | +$18.2B (+14.8%) |
23 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (177)
Institutions that held Morgan Stanley at the end of Q3 2024 but not at the end of Q2 2024.
Showing the largest 100 of 177 by value.
Sold out (108)
Institutions that held Morgan Stanley at the end of Q2 2024 and filed for Q3 2024 without it.
Showing the largest 100 of 108 by value.
Not filed for Q3 2024 yet (23)
Institutions that held Morgan Stanley at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 84,368,261 | $8.20B |
| Ofi Invest Asset Management | 339,348 | $30.8M |
| Susquehanna Fundamental Investments, LLC | 206,066 | $20.0M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 201,333 | $19.6M |
| Payden & Rygel Investment Group | 192,800 | $18.7M |
| Heritage Trust Co | 64,694 | $6.29M |
| Institutional & Family Asset Management, LLC | 46,631 | $4.53M |
| Clear Rock Advisors, LLC | 25,783 | $2.51M |
| Benjamin F. Edwards & Company, Inc. | 17,619 | $1.71M |
| Abbrea Capital, LLC | 10,743 | $1.04M |
| Vantage Financial Partners Ltd., Inc. | 7,450 | $724.1K |
| Hyman Charles D | 7,188 | $699.0K |
| Gratus Capital LLC | 6,102 | $593.1K |
| Buckingham Strategic Wealth, LLC | 6,094 | $592.3K |
| Emfo, LLC | 4,000 | $388.8K |
| Relative Value Partners Group, LLC | 3,862 | $375.3K |
| Bank Pictet & Cie (Asia) Ltd | 3,792 | $368.5K |
| Farmers National Bank | 3,670 | $356.7K |
| Hoylecohen, LLC | 3,632 | $353.0K |
| Girard Partners Ltd. | 2,677 | $260.2K |
| Hall Capital Management Co Inc | 2,426 | $235.8K |
| JJJ Advisors Inc. | 206 | $20.0K |
| Sofos Investments, Inc. | 13 | $1.26K |