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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 11,411 | $1.19M | 0.49% | −74−0.6% | Reduced |
| Magnus Financial Group LLC | 11,439 | $1.19M | 0.12% | +1,487+14.9% | Added |
| Spire Wealth Management | 11,447 | $1.19M | 0.04% | +68+0.6% | Added |
| GTS Securities LLC | 11,559 | $1.20M | 0.02% | −29,017−71.5% | Reduced |
| Brighton Jones LLC | 11,597 | $1.21M | 0.05% | +216+1.9% | Added |
| Parsons Capital Management Inc | 11,633 | $1.21M | 0.08% | +340+3.0% | Added |
| Principle Wealth Partners LLC | 11,674 | $1.22M | 0.09% | +30+0.3% | Added |
| Camarda Financial Advisors, LLC | 11,744 | $1.22M | 0.46% | +11,744 | New |
| Delta Asset Management LLC | 11,827 | $1.23M | 0.11% | −75−0.6% | Reduced |
| Diversify Advisory Services, LLC | 10,477 | $1.24M | 0.07% | +65+0.6% | Added |
| EverSource Wealth Advisors, LLC | 11,895 | $1.24M | 0.08% | +108+0.9% | Added |
| Longfellow Investment Management Co LLC | 11,945 | $1.25M | 0.31% | +72+0.6% | Added |
| AlTi Global, Inc. | 11,960 | $1.25M | 0.03% | −45,427−79.2% | Reduced |
| Rossmore Private Capital | 11,968 | $1.25M | 0.15% | +2,110+21.4% | Added |
| Lee Financial Co | 11,976 | $1.25M | 0.18% | +1,342+12.6% | Added |
| Parkside Investments, LLC | 12,000 | $1.25M | 0.19% | +2,000+20.0% | Added |
| Cigna Investments Inc | 12,060 | $1.26M | 0.22% | −165−1.3% | Reduced |
| Independence Bank of Kentucky | 12,099 | $1.26M | 0.27% | +8,114+203.6% | Added |
| Convergence Investment Partners, LLC | 12,117 | $1.26M | 0.34% | −245−2.0% | Reduced |
| Crestwood Advisors Group LLC | 12,151 | $1.27M | 0.02% | −1,380−10.2% | Reduced |
| Quent Capital, LLC | 12,218 | $1.27M | 0.13% | −141−1.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,251 | $1.28M | 0.32% | +699+6.1% | Added |
| Lansing Street Advisors | 12,284 | $1.28M | 0.47% | +103+0.8% | Added |
| Viewpoint Capital Management LLC | 12,319 | $1.28M | 0.72% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,336 | $1.29M | 1.35% | −3,386−21.5% | Reduced |
| Chemung Canal Trust Co | 12,357 | $1.29M | 0.26% | −3,174−20.4% | Reduced |
| Bard Financial Services, Inc. | 12,430 | $1.30M | 0.15% | −1,875−13.1% | Reduced |
| Wright Investors Service Inc | 12,538 | $1.31M | 0.34% | −5,030−28.6% | Reduced |
| AIA Group Ltd | 12,554 | $1.31M | 0.03% | −5,856−31.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.31M | 0.39% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 12,629 | $1.32M | 0.20% | +12,629 | New |
| LVW Advisors, LLC | 12,654 | $1.32M | 0.17% | −2,361−15.7% | Reduced |
| Greenwich Wealth Management LLC | 12,667 | $1.32M | 0.09% | −118,400−90.3% | Reduced |
| Clarius Group, LLC | 12,736 | $1.32M | 0.09% | −145−1.1% | Reduced |
| Panagora Asset Management Inc | 12,709 | $1.32M | 0.01% | −8−0.1% | Reduced |
| Evoke Wealth, LLC | 12,761 | $1.33M | 0.04% | +12,761 | New |
| Atomi Financial Group, Inc. | 12,893 | $1.34M | 0.08% | +107+0.8% | Added |
| Andra AP-fonden | 12,911 | $1.35M | 0.02% | +12,911 | New |
| Autumn Glory Partners, LLC | 12,912 | $1.35M | 0.52% | +8,377+184.7% | Added |
| TLWM | 13,031 | $1.36M | 0.28% | −240−1.8% | Reduced |
| Umpqua Bank | 13,039 | $1.36M | 0.50% | +346+2.7% | Added |
| Hartford Funds Management Co LLC | 13,102 | $1.37M | 0.13% | −926−6.6% | Reduced |
| Summit Global Investments | 13,101 | $1.37M | 0.09% | +8,637+193.5% | Added |
| Meridian Wealth Management, LLC | 13,158 | $1.37M | 0.07% | +13,158 | New |
| Avestar Capital, LLC | 13,210 | $1.38M | 0.15% | +451+3.5% | Added |
| Long Run Wealth Advisors, LLC | 13,279 | $1.38M | 0.33% | −158−1.2% | Reduced |
| Graham Capital Management, L.P. | 13,280 | $1.38M | 0.05% | +6,812+105.3% | Added |
| Quadrant Capital Group LLC | 13,344 | $1.39M | 0.10% | +86+0.6% | Added |
| Interchange Capital Partners, LLC | 13,387 | $1.40M | 0.50% | −198−1.5% | Reduced |
| Independent Financial Group, LLC | 13,423 | $1.40M | 0.05% | +997+8.0% | Added |
| J. Safra Sarasin Holding AG | 13,491 | $1.41M | 0.02% | −4,977−26.9% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.41M | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,505 | $1.41M | 0.06% | +281+2.1% | Added |
| LS Investment Advisors, LLC | 13,525 | $1.41M | 0.21% | +7,875+139.4% | Added |
| Parkside Financial Bank & Trust | 13,568 | $1.41M | 0.20% | +219+1.6% | Added |
| AE Wealth Management LLC | 13,576 | $1.42M | 0.01% | +2,334+20.8% | Added |
| Trust Co of Vermont | 13,579 | $1.42M | 0.07% | +1,387+11.4% | Added |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.42M | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,649 | $1.42M | 0.05% | −1,345−9.0% | Reduced |
| Excalibur Management Corp | 13,936 | $1.45M | 0.55% | −177−1.3% | Reduced |
| Garner Asset Management Corp | 13,937 | $1.45M | 0.67% | +234+1.7% | Added |
| Krilogy Financial LLC | 13,946 | $1.45M | 0.10% | +111+0.8% | Added |
| Lakeview Capital Partners, LLC | 14,074 | $1.47M | 0.23% | −5,400−27.7% | Reduced |
| Northwest Bancshares, Inc. | 14,099 | $1.47M | 0.25% | +10,995+354.2% | Added |
| Ronald Blue Trust, Inc. | 15,134 | $1.47M | 0.02% | +6,373+72.7% | Added |
| Global Retirement Partners, LLC | 14,117 | $1.47M | 0.04% | +1,063+8.1% | Added |
| Capital Investment Advisory Services, LLC | 14,120 | $1.47M | 0.14% | +391+2.8% | Added |
| Tocqueville Asset Management L.P. | 14,140 | $1.47M | 0.02% | −485−3.3% | Reduced |
| Concord Asset Management, LLC | 14,146 | $1.47M | 0.33% | +1,028+7.8% | Added |
| Diligent Investors, LLC | 14,151 | $1.48M | 0.34% | −21−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 14,217 | $1.48M | 0.14% | +14,217 | New |
| Norden Group LLC | 14,249 | $1.49M | 0.18% | +6,943+95.0% | Added |
| Kingswood Wealth Advisors, LLC | 14,258 | $1.49M | 0.11% | +3,743+35.6% | Added |
| AMG National Trust Bank | 14,272 | $1.49M | 0.04% | −1,451−9.2% | Reduced |
| Great Diamond Partners, LLC | 14,335 | $1.49M | 0.38% | −2,726−16.0% | Reduced |
| Concord Wealth Partners | 14,357 | $1.50M | 0.25% | +785+5.8% | Added |
| Central Pacific Bank - Trust Division | 14,414 | $1.50M | 0.19% | +308+2.2% | Added |
| Qtron Investments LLC | 14,581 | $1.52M | 0.21% | +3,412+30.5% | Added |
| NewEdge Wealth, LLC | 14,604 | $1.52M | 0.03% | +3,420+30.6% | Added |
| Courier Capital LLC | 14,622 | $1.52M | 0.10% | −550−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,690 | $1.53M | 0.11% | +1,803+14.0% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.53M | 0.50% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 14,704 | $1.53M | 1.42% | −4,890−25.0% | Reduced |
| Wilkins Investment Counsel Inc | 14,714 | $1.53M | 0.21% | 00.0% | Unchanged |
| Delphi Management Inc | 14,762 | $1.54M | 1.40% | −3,314−18.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,779 | $1.54M | 0.04% | +1,334+9.9% | Added |
| Dynamic Advisor Solutions LLC | 14,849 | $1.55M | 0.05% | −184−1.2% | Reduced |
| Somerset Trust Co | 14,919 | $1.56M | 0.58% | −109−0.7% | Reduced |
| Dempze Nancy E | 15,000 | $1.56M | 0.87% | +15,000 | New |
| OmniStar Financial Group, Inc. | 14,958 | $1.56M | 1.17% | +14,958 | New |
| NVWM, LLC | 15,031 | $1.57M | 0.40% | +215+1.5% | Added |
| Pensionmark Financial Group, LLC | 15,063 | $1.57M | 0.05% | +4,674+45.0% | Added |
| Foster & Motley Inc | 15,132 | $1.58M | 0.10% | −928−5.8% | Reduced |
| Chesapeake Wealth Management | 15,160 | $1.58M | 0.54% | −302−2.0% | Reduced |
| Berkeley Capital Partners, LLC | 15,191 | $1.58M | 0.45% | +1,346+9.7% | Added |
| NBT Bank N A | 15,287 | $1.59M | 0.11% | −150−1.0% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.59M | 0.13% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 15,302 | $1.60M | 0.52% | 00.0% | Unchanged |
| White Pine Capital LLC | 15,357 | $1.60M | 0.55% | −75−0.5% | Reduced |
| Mystic Asset Management, Inc. | 15,471 | $1.61M | 0.61% | −314−2.0% | Reduced |