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, Q3 2024
Institutional positions in Morgan Stanley as of Sep 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
- 1,875
- +69 vs. Q2 2024
- Shares held
- 1.35B
- +88.0M (+7.0%) vs. Q2 2024
- Total value
- $141.1B
- +$18.2B (+14.8%) vs. Q2 2024
- New holders
- 177
- 764 more added
- Sold out
- 108
- 660 more reduced
23 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 8,031 | $837.1K | 0.02% | −470−5.5% | Reduced |
| Portside Wealth Group, LLC | 8,042 | $838.3K | 0.14% | +1,030+14.7% | Added |
| Raleigh Capital Management Inc. | 8,062 | $840.4K | 0.32% | +7,706+2,164.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,079 | $842.2K | 0.07% | +1,309+19.3% | Added |
| Castle Wealth Management LLC | 8,132 | $847.7K | 0.34% | −3,273−28.7% | Reduced |
| Net Worth Advisory Group | 8,134 | $847.9K | 0.25% | +8,134 | New |
| Cidel Asset Management Inc | 8,155 | $850.1K | 0.06% | +125+1.6% | Added |
| LGT Fund Management Co Ltd. | 8,147 | $851.5K | 0.09% | +205+2.6% | Added |
| Aaron Wealth Advisors | 8,183 | $853.0K | 0.10% | +1,826+28.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,193 | $854.0K | 0.08% | −824−9.1% | Reduced |
| Axq Capital, LP | 8,235 | $858.4K | 0.26% | +8,235 | New |
| Terry L. Blaker | 8,261 | $861.1K | 0.03% | −1,792−17.8% | Reduced |
| TRUE Private Wealth Advisors | 8,267 | $861.8K | 0.10% | −329−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,407 | $876.4K | 0.03% | −267−3.1% | Reduced |
| Icon Wealth Advisors, LLC | 8,425 | $878.3K | 0.07% | +2,844+51.0% | Added |
| Sage Rhino Capital LLC | 8,431 | $878.8K | 0.19% | −450−5.1% | Reduced |
| Paladin Wealth, LLC | 8,438 | $879.6K | 0.77% | +8,438 | New |
| Meiji Yasuda Life Insurance Co | 8,450 | $880.8K | 0.02% | −45,602−84.4% | Reduced |
| Asset Dedication, LLC | 8,472 | $883.1K | 0.06% | +242+2.9% | Added |
| Mint Tower Capital Management B.V. | 8,500 | $886.0K | 0.30% | −3,000−26.1% | Reduced |
| Amica Retiree Medical Trust | 8,511 | $887.0K | 0.74% | +8,511 | New |
| New Vernon Investment Management LLC | 8,550 | $891.3K | 0.96% | 00.0% | Unchanged |
| LSV Asset Management | 8,600 | $896.0K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 8,600 | $896.4K | 0.56% | +1,381+19.1% | Added |
| E&G Advisors, LP | 8,710 | $898.0K | 0.25% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 8,666 | $903.3K | 0.17% | +8,666 | New |
| Wealth Alliance | 8,687 | $905.6K | 0.11% | +4,989+134.9% | Added |
| Csenge Advisory Group | 8,209 | $906.8K | 0.05% | −561−6.4% | Reduced |
| Jmac Enterprises LLC | 8,700 | $906.9K | 0.14% | +1,100+14.5% | Added |
| Orion Capital Management LLC | 8,740 | $911.1K | 0.44% | +350+4.2% | Added |
| IFP Advisors, Inc | 8,761 | $913.4K | 0.03% | +3,762+75.3% | Added |
| IHT Wealth Management, LLC | 8,777 | $915.4K | 0.03% | +708+8.8% | Added |
| Pennsylvania Capital Management Inc | 8,792 | $916.5K | 0.33% | +35+0.4% | Added |
| KLCM Advisors, Inc. | 8,818 | $919.2K | 0.11% | +82+0.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,907 | $928.5K | 0.03% | +3,315+59.3% | Added |
| Busey Wealth Management | 8,944 | $932.3K | 0.03% | +78+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 9,104 | $949.0K | 0.47% | −252−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $953.1K | 0.05% | +6,981+322.9% | Added |
| Pacific Global Investment Management CO | 9,164 | $955.3K | 0.17% | −7−0.1% | Reduced |
| Centaurus Financial, Inc. | 9,188 | $958.0K | 0.06% | −4,189−31.3% | Reduced |
| Texas Capital Bancshares Inc | 9,214 | $960.5K | 0.39% | 00.0% | Unchanged |
| Eastern Bank | 9,218 | $960.9K | 0.02% | +6,436+231.3% | Added |
| Winton Group Ltd | 9,222 | $961.3K | 0.07% | +9,222 | New |
| Carmel Capital Partners, LLC | 9,248 | $964.0K | 0.37% | +275+3.1% | Added |
| Modera Wealth Management, LLC | 9,308 | $970.3K | 0.01% | +410+4.6% | Added |
| First Citizens Financial Corp | 9,319 | $971.4K | 0.51% | +69+0.7% | Added |
| Sienna Gestion | 9,346 | $971.9K | 0.06% | +9,346 | New |
| W Advisors, LLC | 9,348 | $974.5K | 0.60% | +20+0.2% | Added |
| Argus Investors' Counsel, Inc. | 9,400 | $979.9K | 0.64% | −3,780−28.7% | Reduced |
| Good Life Advisors, LLC | 9,513 | $991.5K | 0.06% | +931+10.8% | Added |
| Smartleaf Asset Management LLC | 9,557 | $995.0K | 0.12% | +2,945+44.5% | Added |
| NCM Capital Management, LLC | 9,589 | $999.6K | 0.48% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 9,658 | $1.01M | 0.54% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 9,689 | $1.01M | 0.31% | +270+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 9,708 | $1.01M | 0.09% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,715 | $1.01M | 0.25% | −18−0.2% | Reduced |
| Rockland Trust Co | 9,725 | $1.01M | 0.05% | +364+3.9% | Added |
| Howard Capital Management Inc. | 9,768 | $1.02M | 0.02% | +9,768 | New |
| Mount Yale Investment Advisors, LLC | 9,797 | $1.02M | 0.10% | −1,025−9.5% | Reduced |
| Old National Bancorp | 9,818 | $1.02M | 0.02% | −1,680−14.6% | Reduced |
| Rpo LLC | 9,871 | $1.03M | 1.53% | −10,500−51.5% | Reduced |
| Choate Investment Advisors | 9,901 | $1.03M | 0.03% | +198+2.0% | Added |
| Fort Point Capital Partners LLC | 9,907 | $1.03M | 0.13% | +45+0.5% | Added |
| Investors Research Corp | 9,950 | $1.04M | 0.23% | −2,466−19.9% | Reduced |
| Two Sigma Securities, LLC | 9,954 | $1.04M | 0.08% | +6,050+155.0% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 10,023 | $1.04M | 0.27% | −145−1.4% | Reduced |
| Roberts Capital Advisors, LLC | 10,061 | $1.05M | 0.90% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,065 | $1.05M | 0.05% | −680−6.3% | Reduced |
| CFM Wealth Partners LLC | 10,171 | $1.06M | 0.19% | +2,003+24.5% | Added |
| Donald L. Hagan, LLC | 10,228 | $1.07M | 0.54% | +50.0% | Added |
| Summit Trail Advisors, LLC | 10,237 | $1.07M | 0.03% | +1,131+12.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,294 | $1.07M | 0.22% | −236−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 10,343 | $1.08M | 0.17% | −292−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,358 | $1.08M | 0.02% | +2,019+24.2% | Added |
| Shelton Capital Management | 10,376 | $1.08M | 0.03% | −21,781−67.7% | Reduced |
| Venturi Wealth Management, LLC | 10,401 | $1.08M | 0.06% | −392−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 10,626 | $1.11M | 0.05% | +388+3.8% | Added |
| Mork Capital Management, LLC | 10,670 | $1.11M | 0.80% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 10,791 | $1.12M | 0.70% | +887+9.0% | Added |
| Hamilton Capital, LLC | 9,709 | $1.13M | 0.08% | +371+4.0% | Added |
| Peoples Financial Services Corp. | 10,835 | $1.13M | 0.51% | −221−2.0% | Reduced |
| Gibraltar Capital Management, Inc. | 10,835 | $1.13M | 0.51% | +643+6.3% | Added |
| Silvercrest Asset Management Group LLC | 10,851 | $1.13M | 0.01% | −549−4.8% | Reduced |
| Washington Trust Co | 10,993 | $1.15M | 0.04% | −87−0.8% | Reduced |
| Berkshire Asset Management LLC | 11,796 | $1.15M | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 11,000 | $1.15M | 0.08% | −2,000−15.4% | Reduced |
| Mather Group, LLC. | 11,041 | $1.15M | 0.01% | +218+2.0% | Added |
| Parcion Private Wealth LLC | 11,052 | $1.15M | 0.10% | +1,769+19.1% | Added |
| Wedmont Private Capital | 10,723 | $1.15M | 0.07% | +649+6.4% | Added |
| Cape Ann Savings Bank | 11,079 | $1.15M | 0.67% | −189−1.7% | Reduced |
| Trust Point Inc. | 11,112 | $1.16M | 0.09% | +740+7.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 11,152 | $1.16M | 0.42% | −206−1.8% | Reduced |
| Quadcap Wealth Management, LLC | 11,275 | $1.18M | 0.18% | +242+2.2% | Added |
| Dakota Wealth Management | 11,279 | $1.18M | 0.03% | −765−6.4% | Reduced |
| Helios Capital Management Pte. Ltd | 11,300 | $1.18M | 0.73% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,327 | $1.18M | 0.03% | +570+5.3% | Added |
| Buffington Mohr McNeal | 11,375 | $1.19M | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 11,383 | $1.19M | 0.18% | −32−0.3% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.19M | 0.26% | 00.0% | Unchanged |