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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 33,243 | $3.47M | 0.51% | +4,350+15.1% | Added |
| LMCG Investments, LLC | 33,246 | $3.47M | 0.21% | +7,384+28.6% | Added |
| Sigma Planning Corp | 33,265 | $3.47M | 0.11% | −1,765−5.0% | Reduced |
| Wealthspire Advisors, LLC | 33,482 | $3.49M | 0.04% | +428+1.3% | Added |
| Edgestream Partners, L.P. | 33,622 | $3.50M | 0.15% | +33,622 | New |
| Tokio Marine Asset Management Co Ltd | 33,626 | $3.51M | 0.15% | +2,190+7.0% | Added |
| K.J. Harrison & Partners Inc | 29,700 | $3.51M | 0.53% | +250+0.8% | Added |
| Siemens Fonds Invest GmbH | 33,754 | $3.52M | 0.28% | −1,279−3.7% | Reduced |
| Sculati Wealth Management, LLC | 33,837 | $3.53M | 1.41% | −521−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 33,850 | $3.53M | 0.05% | +100+0.3% | Added |
| Moody National Bank Trust Division | 34,012 | $3.55M | 0.38% | +6,547+23.8% | Added |
| TD Private Client Wealth LLC | 34,325 | $3.58M | 0.10% | +16,865+96.6% | Added |
| RNC Capital Management LLC | 36,978 | $3.59M | 0.20% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 34,482 | $3.59M | 0.09% | −783−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 34,611 | $3.61M | 0.12% | +1,014+3.0% | Added |
| KMG Fiduciary Partners, LLC | 34,745 | $3.62M | 0.31% | +150+0.4% | Added |
| CTC LLC | 34,819 | $3.63M | 0.17% | −65,626−65.3% | Reduced |
| First National Advisers, LLC | 34,932 | $3.64M | 0.58% | +2,217+6.8% | Added |
| First National Trust Co | 34,959 | $3.64M | 0.14% | −387−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 35,125 | $3.66M | 0.04% | −1,162−3.2% | Reduced |
| Inspire Trust Co, N.A. | 35,300 | $3.68M | 1.01% | +6,000+20.5% | Added |
| NBC Securities, Inc. | 35,427 | $3.69M | 0.31% | −297−0.8% | Reduced |
| Shorepoint Capital Partners LLC | 35,515 | $3.70M | 0.84% | +82+0.2% | Added |
| Carret Asset Management, LLC | 35,581 | $3.71M | 0.40% | +2,435+7.3% | Added |
| Sandy Cove Advisors, LLC | 35,832 | $3.74M | 1.52% | +113+0.3% | Added |
| Everence Capital Management Inc | 35,881 | $3.74M | 0.24% | +4,140+13.0% | Added |
| Alley Investment Management Company, LLC | 36,039 | $3.76M | 0.48% | 00.0% | Unchanged |
| Independent Advisor Alliance | 36,217 | $3.78M | 0.14% | −890−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,550 | $3.81M | 0.14% | −3,705−9.2% | Reduced |
| S&CO Inc | 36,747 | $3.83M | 0.25% | +3,709+11.2% | Added |
| Patten & Patten Inc | 36,854 | $3.84M | 0.25% | −32−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 36,884 | $3.84M | 0.27% | −3,478−8.6% | Reduced |
| Raymond James Trust N.A. | 37,007 | $3.86M | 0.08% | +4,618+14.3% | Added |
| Braun Stacey Associates Inc | 37,074 | $3.86M | 0.15% | −2,783−7.0% | Reduced |
| Financial Advisory Partners, LLC | 37,177 | $3.88M | 1.29% | −1,169−3.0% | Reduced |
| Group One Trading, L.P. | 37,238 | $3.88M | 0.15% | +21,002+129.4% | Added |
| SevenBridge Financial Group, LLC | 29,113 | $3.89M | 0.75% | +1,139+4.1% | Added |
| Cito Capital Group, LLC | 37,355 | $3.89M | 1.45% | −9,000−19.4% | Reduced |
| Plato Investment Management Ltd | 37,481 | $3.90M | 0.32% | +9,196+32.5% | Added |
| City Holding Co | 37,615 | $3.92M | 0.54% | −62−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 37,617 | $3.92M | 0.33% | +4,287+12.9% | Added |
| Savant Capital, LLC | 37,632 | $3.92M | 0.03% | +5,287+16.3% | Added |
| Frank, Rimerman Advisors LLC | 37,785 | $3.94M | 0.28% | +6,577+21.1% | Added |
| Highland Capital Management, LLC | 37,803 | $3.94M | 0.22% | −2,069−5.2% | Reduced |
| Logan Capital Management Inc | 38,290 | $3.99M | 0.16% | −2,516−6.2% | Reduced |
| Adell Harriman & Carpenter Inc | 38,573 | $4.02M | 0.29% | −247−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 39,035 | $4.07M | 0.61% | +113+0.3% | Added |
| Occidental Asset Management, LLC | 39,361 | $4.10M | 0.66% | +1,918+5.1% | Added |
| Cypress Financial Planning LLC | 39,435 | $4.11M | 1.52% | −645−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 39,453 | $4.11M | 0.03% | −359−0.9% | Reduced |
| Geneos Wealth Management Inc. | 39,480 | $4.12M | 0.16% | +3,332+9.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,482 | $4.12M | 0.10% | −341−0.9% | Reduced |
| Hilltop Holdings Inc. | 40,178 | $4.19M | 0.27% | +32,044+394.0% | Added |
| Stock Yards Bank & Trust Co | 40,513 | $4.22M | 0.14% | −1,649−3.9% | Reduced |
| Abn Amro Investment Solutions | 40,699 | $4.24M | 0.07% | +8,485+26.3% | Added |
| Roanoke Asset Management Corp | 40,868 | $4.26M | 1.34% | −165−0.4% | Reduced |
| Capital International Sarl | 40,986 | $4.27M | 0.11% | +6,117+17.5% | Added |
| Zions Bancorporation, N.A. | 41,877 | $4.37M | 0.32% | +37,356+826.3% | Added |
| Tower Research Capital LLC (TRC) | 42,310 | $4.41M | 0.12% | −8,577−16.9% | Reduced |
| Mark Asset Management LP | 42,459 | $4.43M | 0.55% | +33,136+355.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 42,536 | $4.43M | 0.96% | −2,099−4.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,629 | $4.44M | 0.00% | −15,051−26.1% | Reduced |
| First National Bank of Omaha | 44,008 | $4.59M | 0.29% | −2,282−4.9% | Reduced |
| Hodges Capital Management Inc. | 44,384 | $4.63M | 0.30% | +845+1.9% | Added |
| Linscomb & Williams, Inc. | 44,465 | $4.64M | 0.23% | −235−0.5% | Reduced |
| SkyOak Wealth, LLC | 44,579 | $4.65M | 1.03% | +80.0% | Added |
| Lincluden Management Ltd | 44,857 | $4.68M | 0.51% | +562+1.3% | Added |
| Empirical Finance, LLC | 44,955 | $4.69M | 0.27% | +805+1.8% | Added |
| Citizens Financial Group Inc | 45,144 | $4.71M | 0.09% | +7,151+18.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,253 | $4.72M | 0.45% | +941+2.1% | Added |
| Jupiter Wealth Management LLC | 45,928 | $4.79M | 2.45% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 46,068 | $4.80M | 0.05% | −6,891−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 46,399 | $4.84M | 0.16% | −3,226−6.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,376 | $4.86M | 0.09% | +41,308+680.8% | Added |
| Tiaa Trust, National Association | 46,946 | $4.89M | 0.01% | −1,050−2.2% | Reduced |
| Sterling Capital Management LLC | 47,099 | $4.91M | 0.06% | +47,099 | New |
| First Manhattan Co | 47,391 | $4.94M | 0.01% | −185−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 47,795 | $4.98M | 0.24% | −39−0.1% | Reduced |
| Glenview Trust Co | 47,885 | $4.99M | 0.10% | +120.0% | Added |
| HighPoint Advisor Group LLC | 48,150 | $5.02M | 0.29% | −5,900−10.9% | Reduced |
| E. Ohman J:or Asset Management AB | 48,326 | $5.04M | 0.12% | −3,500−6.8% | Reduced |
| Simon Quick Advisors, LLC | 48,471 | $5.05M | 0.32% | +861+1.8% | Added |
| Torray LLC | 48,487 | $5.05M | 0.71% | +3,651+8.1% | Added |
| Trajan Wealth LLC | 48,737 | $5.08M | 0.30% | +2,282+4.9% | Added |
| Elk River Wealth Management, LLC | 49,149 | $5.12M | 0.93% | +573+1.2% | Added |
| Summit Financial, LLC | 49,418 | $5.15M | 0.20% | +2,950+6.3% | Added |
| AustralianSuper Pty Ltd | 49,602 | $5.17M | 0.03% | +49,602 | New |
| Veriti Management LLC | 49,674 | $5.18M | 0.28% | +6,820+15.9% | Added |
| Brevan Howard Capital Management LP | 49,884 | $5.20M | 0.25% | +49,884 | New |
| Intech Investment Management LLC | 50,254 | $5.24M | 0.06% | +903+1.8% | Added |
| Vinva Investment Management Ltd | 50,650 | $5.27M | 0.23% | +1,664+3.4% | Added |
| Ballentine Partners, LLC | 50,755 | $5.29M | 0.09% | +1,540+3.1% | Added |
| HB Wealth Management, LLC | 50,770 | $5.29M | 0.06% | +3,559+7.5% | Added |
| Norinchukin Bank, The | 51,511 | $5.37M | 0.13% | +7,133+16.1% | Added |
| Cullinan Associates Inc | 45,483 | $5.37M | 0.30% | +1,684+3.8% | Added |
| Consolidated Investment Group LLC | 51,600 | $5.38M | 0.80% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 51,695 | $5.39M | 1.13% | −1,054−2.0% | Reduced |
| Metis Global Partners, LLC | 52,199 | $5.44M | 0.17% | +375+0.7% | Added |
| Parallel Advisors, LLC | 52,314 | $5.45M | 0.13% | +815+1.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,333 | $5.46M | 1.58% | −330−0.6% | Reduced |