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
- 1,874
- +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
- 659 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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 22,545 | $2.35M | 0.24% | −2,275−9.2% | Reduced |
| Richard P Slaughter Associates Inc | 22,567 | $2.35M | 0.55% | −673−2.9% | Reduced |
| Two Sigma Investments, LP | 22,600 | $2.36M | 0.01% | +5,123+29.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,602 | $2.36M | 0.11% | −6,036−21.1% | Reduced |
| D L Carlson Investment Group Inc | 22,782 | $2.37M | 0.43% | −719−3.1% | Reduced |
| Benjamin Edwards Inc | 22,872 | $2.38M | 0.03% | +22,150+3,067.9% | Added |
| Venture Visionary Partners LLC | 22,949 | $2.39M | 0.10% | −1,609−6.6% | Reduced |
| Lake Street Advisors Group, LLC | 23,088 | $2.41M | 0.11% | −12,274−34.7% | Reduced |
| Pitcairn Co | 23,168 | $2.42M | 0.14% | −11,580−33.3% | Reduced |
| Capital Asset Advisory Services LLC | 22,486 | $2.42M | 0.12% | −301−1.3% | Reduced |
| Griffin Asset Management, Inc. | 23,343 | $2.43M | 0.27% | −212−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,454 | $2.44M | 0.09% | −1,410−5.7% | Reduced |
| Trust Co of Toledo NA | 23,469 | $2.45M | 0.33% | +2,935+14.3% | Added |
| TrueMark Investments, LLC | 23,480 | $2.45M | 0.79% | −9,485−28.8% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.45M | 0.89% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 23,582 | $2.46M | 0.16% | −1,957−7.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 23,635 | $2.46M | 0.50% | +5,261+28.6% | Added |
| Wolff Wiese Magana LLC | 23,694 | $2.47M | 1.69% | +361+1.5% | Added |
| FORA Capital, LLC | 23,740 | $2.47M | 0.29% | +23,740 | New |
| Horizon Investments, LLC | 24,113 | $2.49M | 0.07% | +5,882+32.3% | Added |
| Park Avenue Securities LLC | 23,932 | $2.50M | 0.03% | −2,461−9.3% | Reduced |
| Signaturefd, LLC | 24,016 | $2.50M | 0.05% | −537−2.2% | Reduced |
| Vestcor Inc | 24,029 | $2.50M | 0.08% | +903+3.9% | Added |
| La Banque Postale Asset Management SA | 24,045 | $2.51M | 0.04% | +1,005+4.4% | Added |
| Leonteq Securities AG | 24,068 | $2.51M | 0.30% | +8,424+53.8% | Added |
| HTLF Bank | 24,131 | $2.52M | 0.27% | −555−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,442 | $2.55M | 0.14% | −899−3.5% | Reduced |
| Community Bank, N.A. | 24,520 | $2.56M | 0.32% | −650−2.6% | Reduced |
| Stolper Co | 24,532 | $2.56M | 0.84% | −256−1.0% | Reduced |
| Northeast Investment Management | 24,589 | $2.56M | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 24,880 | $2.59M | 0.11% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 25,000 | $2.61M | 0.18% | −10.0% | Reduced |
| Hunter Associates Investment Management LLC | 25,122 | $2.62M | 0.41% | −280−1.1% | Reduced |
| PGGM Investments | 25,199 | $2.63M | 0.03% | +11,956+90.3% | Added |
| Cary Street Partners Asset Management LLC | 25,341 | $2.64M | 0.35% | −40−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 25,400 | $2.65M | 0.69% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 25,478 | $2.66M | 0.09% | −338−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 25,626 | $2.67M | 0.18% | −814−3.1% | Reduced |
| Palisade Asset Management, LLC | 25,714 | $2.68M | 0.26% | +993+4.0% | Added |
| Glass Wealth Management Co LLC | 25,783 | $2.69M | 1.49% | +1,088+4.4% | Added |
| HCR Wealth Advisors | 25,806 | $2.69M | 0.35% | +710+2.8% | Added |
| Bouvel Investment Partners, LLC | 25,924 | $2.70M | 1.02% | +153+0.6% | Added |
| Jones Financial Companies LLLP | 26,028 | $2.71M | 0.00% | +14,765+131.1% | Added |
| Bartlett & Co. Wealth Management LLC | 26,250 | $2.74M | 0.04% | −548−2.0% | Reduced |
| MainStreet Investment Advisors LLC | 26,264 | $2.74M | 0.36% | −9,287−26.1% | Reduced |
| Dimension Capital Management LLC | 26,270 | $2.74M | 0.52% | 00.0% | Unchanged |
| Diversified Trust Co | 26,280 | $2.74M | 0.07% | −823−3.0% | Reduced |
| Next Level Private LLC | 26,303 | $2.74M | 1.12% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 26,433 | $2.76M | 0.24% | +11,626+78.5% | Added |
| Aspen Grove Capital, LLC | 26,451 | $2.76M | 0.61% | +100+0.4% | Added |
| Interval Partners, LP | 26,471 | $2.76M | 0.08% | −38,232−59.1% | Reduced |
| Culbertson A N & Co Inc | 26,579 | $2.77M | 0.45% | +1,289+5.1% | Added |
| Eagle Asset Management Inc | 21,442 | $2.78M | 0.01% | +5,155+31.7% | Added |
| Equitable Holdings, Inc. | 26,685 | $2.78M | 0.03% | −3,260−10.9% | Reduced |
| StoneX Group Inc. | 26,688 | $2.78M | 0.20% | +5,448+25.6% | Added |
| Lipe & Dalton | 26,722 | $2.79M | 1.41% | −298−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 26,814 | $2.80M | 0.05% | −695−2.5% | Reduced |
| Capital International Ltd | 27,065 | $2.82M | 0.12% | −287−1.0% | Reduced |
| Burney Co | 27,074 | $2.82M | 0.10% | +2,828+11.7% | Added |
| Americana Partners, LLC | 27,089 | $2.82M | 0.19% | −718−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 27,305 | $2.85M | 0.12% | +131+0.5% | Added |
| Perigon Wealth Management, LLC | 27,477 | $2.86M | 0.08% | +9,751+55.0% | Added |
| Bleakley Financial Group, LLC | 27,543 | $2.87M | 0.09% | +3,042+12.4% | Added |
| Meyer Handelman Co | 27,798 | $2.90M | 0.10% | −444−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 27,890 | $2.91M | 0.04% | +2,316+9.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $2.92M | 0.03% | +367+1.5% | Added |
| Ritholtz Wealth Management | 28,262 | $2.95M | 0.09% | −384−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 28,461 | $2.97M | 0.01% | +257+0.9% | Added |
| Davenport & Co LLC | 28,488 | $2.97M | 0.02% | +18,892+196.9% | Added |
| Prime Capital Investment Advisors, LLC | 28,489 | $2.97M | 0.04% | −2,733−8.8% | Reduced |
| Gotham Asset Management, LLC | 28,585 | $2.98M | 0.03% | +2,809+10.9% | Added |
| Advisory Services Network, LLC | 30,696 | $2.98M | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 28,723 | $2.99M | 0.99% | +721+2.6% | Added |
| Arrow Financial Corp | 28,757 | $3.00M | 0.28% | +585+2.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $3.03M | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 29,061 | $3.03M | 0.08% | +4,432+18.0% | Added |
| Salem Investment Counselors Inc | 29,408 | $3.07M | 0.09% | −134−0.5% | Reduced |
| Central Trust Co | 29,483 | $3.07M | 0.07% | −7,458−20.2% | Reduced |
| United Services Automobile Association | 29,636 | $3.09M | 0.08% | −7,072−19.3% | Reduced |
| Haverford Trust Co | 29,980 | $3.13M | 0.03% | +174+0.6% | Added |
| Gifford Fong Associates | 30,000 | $3.13M | 0.78% | 00.0% | Unchanged |
| National Asset Management, Inc. | 30,074 | $3.14M | 0.09% | −940−3.0% | Reduced |
| Quantitative Investment Management, LLC | 30,162 | $3.14M | 0.31% | +30,162 | New |
| Fidelis Capital Partners, LLC | 27,139 | $3.21M | 0.38% | +120+0.4% | Added |
| Brasada Capital Management, LP | 30,808 | $3.22M | 0.56% | −8,275−21.2% | Reduced |
| Mattson Financial Services, LLC | 33,861 | $3.29M | 1.18% | −213−0.6% | Reduced |
| ING Groep NV | 31,588 | $3.29M | 0.02% | −88,090−73.6% | Reduced |
| Congress Wealth Management LLC | 31,619 | $3.30M | 0.04% | +22,293+239.0% | Added |
| Apollon Wealth Management, LLC | 31,656 | $3.30M | 0.09% | +1,258+4.1% | Added |
| Canandaigua National Bank & Trust Co | 31,746 | $3.31M | 0.31% | −928−2.8% | Reduced |
| Stephens Inc | 31,849 | $3.32M | 0.05% | +1,972+6.6% | Added |
| Greenleaf Trust | 31,875 | $3.32M | 0.03% | +114+0.4% | Added |
| Wetherby Asset Management Inc | 31,963 | $3.33M | 0.15% | −281−0.9% | Reduced |
| Fulton Bank, N.A. | 32,056 | $3.34M | 0.13% | +6,078+23.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,290 | $3.37M | 2.12% | −266−0.8% | Reduced |
| Community Trust & Investment Co | 32,424 | $3.38M | 0.21% | −705−2.1% | Reduced |
| Clearstead Advisors, LLC | 32,561 | $3.39M | 0.05% | −68−0.2% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $3.42M | 1.26% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 32,959 | $3.44M | 0.08% | −124−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 33,142 | $3.45M | 0.04% | −186−0.6% | Reduced |