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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 15,568 | $1.62M | 0.12% | −2,943−15.9% | Reduced |
| Altrafin AG | 15,787 | $1.65M | 0.59% | −74−0.5% | Reduced |
| 1st Source Bank | 15,852 | $1.65M | 0.09% | −100−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,924 | $1.66M | 0.02% | −60.0% | Reduced |
| Intrust Bank NA | 15,944 | $1.66M | 0.17% | +1,570+10.9% | Added |
| SeaCrest Wealth Management, LLC | 16,039 | $1.67M | 0.18% | +770+5.0% | Added |
| We Are One Seven, LLC | 16,131 | $1.68M | 0.07% | −266−1.6% | Reduced |
| Decatur Capital Management, Inc. | 16,186 | $1.69M | 0.78% | +19+0.1% | Added |
| Howland Capital Management LLC | 16,316 | $1.70M | 0.07% | −1,427−8.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 16,350 | $1.70M | 0.02% | −941−5.4% | Reduced |
| Ironwood Investment Counsel, LLC | 16,375 | $1.71M | 0.28% | +382+2.4% | Added |
| Strategic Advisors LLC | 16,384 | $1.71M | 0.32% | +60.0% | Added |
| Mutual Advisors, LLC | 14,388 | $1.71M | 0.05% | −1,675−10.4% | Reduced |
| Trust Investment Advisors | 16,516 | $1.72M | 1.10% | −22−0.1% | Reduced |
| Altman Advisors, Inc. | 16,581 | $1.73M | 0.77% | +251+1.5% | Added |
| Change Path, LLC | 16,591 | $1.73M | 0.06% | +9,090+121.2% | Added |
| Sumitomo Life Insurance Co | 16,636 | $1.73M | 0.03% | +429+2.6% | Added |
| Valeo Financial Advisors, LLC | 16,666 | $1.74M | 0.05% | −650−3.8% | Reduced |
| SG Americas Securities, LLC | 16,707 | $1.74M | 0.01% | −231,669−93.3% | Reduced |
| Donaldson Capital Management, LLC | 16,796 | $1.75M | 0.07% | −343−2.0% | Reduced |
| New England Research & Management, Inc. | 16,900 | $1.76M | 0.83% | −100−0.6% | Reduced |
| Brown Financial Advisors | 16,936 | $1.77M | 0.73% | −3,207−15.9% | Reduced |
| Insight Inv LLC | 17,042 | $1.78M | 1.49% | −265−1.5% | Reduced |
| Bradley Foster & Sargent Inc | 17,042 | $1.78M | 0.03% | +10.0% | Added |
| River Street Advisors LLC | 17,051 | $1.78M | 0.96% | +315+1.9% | Added |
| Checchi Capital Advisers, LLC | 17,066 | $1.78M | 0.13% | +1,656+10.7% | Added |
| Oak Asset Management, LLC | 17,118 | $1.78M | 0.63% | −475−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,141 | $1.79M | 0.10% | +3,377+24.5% | Added |
| Whittier Trust Co | 17,143 | $1.79M | 0.02% | −210−1.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $1.79M | 1.43% | 00.0% | Unchanged |
| Coastline Trust Co | 17,183 | $1.79M | 0.21% | −4,280−19.9% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $1.81M | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,397 | $1.81M | 0.05% | +2,229+14.7% | Added |
| Concurrent Investment Advisors, LLC | 17,441 | $1.82M | 0.05% | +1,717+10.9% | Added |
| Institute for Wealth Management, LLC. | 17,449 | $1.82M | 0.23% | −299−1.7% | Reduced |
| Waterfront Wealth Inc. | 15,281 | $1.82M | 0.45% | +191+1.3% | Added |
| Allworth Financial LP | 17,523 | $1.83M | 0.01% | +937+5.6% | Added |
| Koshinski Asset Management, Inc. | 17,872 | $1.86M | 0.16% | +2,281+14.6% | Added |
| Ashburton (Jersey) Ltd | 17,911 | $1.87M | 0.68% | −219−1.2% | Reduced |
| Hall Laurie J Trustee | 18,000 | $1.88M | 0.59% | +18,000 | New |
| South State Corp. | 18,053 | $1.88M | 0.13% | +1,606+9.8% | Added |
| Golden State Equity Partners | 18,078 | $1.88M | 0.29% | +5,950+49.1% | Added |
| Abbot Financial Management, Inc. | 18,100 | $1.89M | 0.95% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 18,238 | $1.90M | 0.01% | +3,448+23.3% | Added |
| Resources Investment Advisors, LLC. | 18,258 | $1.90M | 0.02% | −3,449−15.9% | Reduced |
| Granger Management LLC | 18,336 | $1.91M | 0.38% | −1,264−6.4% | Reduced |
| Hoey Investments, Inc | 19,669 | $1.91M | 0.37% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,524 | $1.93M | 0.13% | +6,382+52.6% | Added |
| Clough Capital Partners L P | 18,550 | $1.93M | 0.20% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,700 | $1.95M | 0.01% | −848−4.3% | Reduced |
| Acropolis Investment Management, LLC | 18,735 | $1.95M | 0.12% | −133−0.7% | Reduced |
| Alpha DNA Investment Management LLC | 18,831 | $1.96M | 1.07% | −27,376−59.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,884 | $1.97M | 0.12% | +304+1.6% | Added |
| Hudson Canyon Capital Management | 18,979 | $1.98M | 1.28% | 00.0% | Unchanged |
| Forum Financial Management, LP | 19,161 | $2.00M | 0.03% | +134+0.7% | Added |
| Prudent Man Advisors, LLC | 19,184 | $2.00M | 0.67% | −2,749−12.5% | Reduced |
| Chatham Capital Group, Inc. | 19,216 | $2.00M | 0.33% | −50−0.3% | Reduced |
| Covenant Asset Management, LLC | 19,308 | $2.01M | 0.45% | −104−0.5% | Reduced |
| DoubleLine ETF Adviser LP | 19,486 | $2.03M | 0.49% | −1,461−7.0% | Reduced |
| Capital Investment Counsel, Inc | 19,508 | $2.03M | 0.29% | −275−1.4% | Reduced |
| LGT Group Foundation | 19,723 | $2.06M | 0.03% | +10+0.1% | Added |
| Fundamentun, LLC | 19,922 | $2.08M | 0.14% | +1,065+5.6% | Added |
| Harvest Investment Advisors, LLC | 19,981 | $2.08M | 1.42% | +175+0.9% | Added |
| Anson Funds Management LP | 20,000 | $2.08M | 0.30% | +20,000 | New |
| GAMMA Investing LLC | 20,312 | $2.12M | 0.21% | +5,576+37.8% | Added |
| Verdence Capital Advisors LLC | 20,393 | $2.13M | 0.17% | +7,290+55.6% | Added |
| YHB Investment Advisors, Inc. | 20,523 | $2.14M | 0.18% | −38−0.2% | Reduced |
| Freedom Day Solutions, LLC | 20,535 | $2.14M | 0.67% | −259−1.2% | Reduced |
| Profund Advisors LLC | 20,559 | $2.14M | 0.08% | +2,355+12.9% | Added |
| IFG Advisory, LLC | 20,669 | $2.15M | 0.14% | +288+1.4% | Added |
| Am Investment Strategies LLC | 20,692 | $2.16M | 0.52% | +166+0.8% | Added |
| Smith, Salley & Associates | 20,700 | $2.16M | 0.14% | +4,493+27.7% | Added |
| Gries Financial LLC | 20,763 | $2.16M | 0.41% | −5,232−20.1% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.17M | 1.26% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 20,875 | $2.18M | 0.07% | −2,497−10.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 20,921 | $2.18M | 0.16% | −3,788−15.3% | Reduced |
| Prospera Financial Services Inc | 20,938 | $2.18M | 0.06% | +183+0.9% | Added |
| Regions Financial Corp | 20,980 | $2.19M | 0.02% | −189−0.9% | Reduced |
| Capital Investment Advisors, LLC | 21,045 | $2.19M | 0.05% | −1,081−4.9% | Reduced |
| Morningstar Investment Management LLC | 19,594 | $2.20M | 0.22% | −11,622−37.2% | Reduced |
| Bryn Mawr Trust Co | 21,134 | $2.20M | 0.04% | +17,454+474.3% | Added |
| Asio Capital, LLC | 21,159 | $2.21M | 0.42% | +678+3.3% | Added |
| Dynasty Wealth Management, LLC | 21,174 | $2.21M | 0.07% | −620−2.8% | Reduced |
| Granite Group Advisors, LLC | 21,174 | $2.21M | 1.42% | −440−2.0% | Reduced |
| Vise Technologies, Inc. | 21,213 | $2.21M | 0.28% | +6,006+39.5% | Added |
| Vident Advisory, LLC | 21,480 | $2.24M | 0.06% | −18,470−46.2% | Reduced |
| Cacti Asset Management LLC | 22,000 | $2.26M | 0.17% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $2.27M | 0.08% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 21,830 | $2.28M | 1.41% | 00.0% | Unchanged |
| Caldwell Trust Co | 21,902 | $2.28M | 0.24% | −223−1.0% | Reduced |
| NorthRock Partners, LLC | 21,948 | $2.29M | 0.08% | −484−2.2% | Reduced |
| EP Wealth Advisors, LLC | 22,123 | $2.31M | 0.02% | +4,572+26.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,141 | $2.31M | 0.08% | +456+2.1% | Added |
| Fifth Third Wealth Advisors LLC | 22,186 | $2.31M | 0.14% | +1,218+5.8% | Added |
| Principal Securities, Inc. | 22,192 | $2.31M | 0.06% | +4,509+25.5% | Added |
| Sowell Financial Services LLC | 22,331 | $2.33M | 0.11% | −389−1.7% | Reduced |
| Baldwin Investment Management, LLC | 22,347 | $2.33M | 0.29% | −2,033−8.3% | Reduced |
| PFG Investments, LLC | 22,358 | $2.33M | 0.15% | −14−0.1% | Reduced |
| Leavell Investment Management, Inc. | 22,376 | $2.33M | 0.12% | −75−0.3% | Reduced |
| Financial Advisory Service, Inc. | 22,463 | $2.34M | 0.19% | +1,615+7.7% | Added |