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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 52,465 | $5.47M | 0.17% | −373−0.7% | Reduced |
| Old Second National Bank of Aurora | 53,265 | $5.55M | 1.34% | −990−1.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 53,276 | $5.55M | 0.00% | −15,355−22.4% | Reduced |
| Massmutual Trust Co FSB | 53,442 | $5.57M | 0.16% | +49+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 54,433 | $5.67M | 0.09% | +110.0% | Added |
| Loomis Sayles & Co L P | 54,496 | $5.68M | 0.01% | +20,871+62.1% | Added |
| Huntington National Bank | 55,108 | $5.74M | 0.04% | −568−1.0% | Reduced |
| Geller Advisors LLC | 55,488 | $5.78M | 0.40% | −864−1.5% | Reduced |
| First Hawaiian Bank | 55,664 | $5.80M | 0.19% | −1,597−2.8% | Reduced |
| Aureus Asset Management, LLC | 57,159 | $5.96M | 0.39% | +617+1.1% | Added |
| Steel Peak Wealth Management LLC | 57,338 | $5.98M | 0.26% | +35,852+166.9% | Added |
| Tradewinds, LLC. | 57,814 | $6.03M | 1.86% | +2,662+4.8% | Added |
| Sequoia Financial Advisors, LLC | 57,933 | $6.04M | 0.06% | +11,149+23.8% | Added |
| Xcel Wealth Management, LLC | 58,115 | $6.06M | 1.77% | −160−0.3% | Reduced |
| Becker Capital Management Inc | 58,649 | $6.11M | 0.20% | +43+0.1% | Added |
| NEOS Investment Management LLC | 58,826 | $6.13M | 0.19% | +12,180+26.1% | Added |
| Cunning Capital Partners, LP | 58,878 | $6.14M | 3.25% | 00.0% | Unchanged |
| Synovus Financial Corp | 59,758 | $6.23M | 0.07% | +5,024+9.2% | Added |
| Spectrum Wealth Counsel, LLC | 60,845 | $6.34M | 0.75% | +60,845 | New |
| Principal Street Partners, LLC | 61,053 | $6.36M | 1.04% | −17,895−22.7% | Reduced |
| New Mexico Educational Retirement Board | 61,210 | $6.38M | 0.22% | −2,500−3.9% | Reduced |
| Foundations Investment Advisors, LLC | 61,380 | $6.40M | 0.13% | +8,610+16.3% | Added |
| Coldstream Capital Management Inc | 61,101 | $6.43M | 0.14% | +2,826+4.8% | Added |
| Assenagon Asset Management S.A. | 62,267 | $6.49M | 0.01% | +5,502+9.7% | Added |
| Private Wealth Partners, LLC | 62,395 | $6.50M | 0.52% | +2,660+4.5% | Added |
| White Pine Investment CO | 63,955 | $6.67M | 1.83% | −1,332−2.0% | Reduced |
| Investment Management Corp of Ontario | 64,353 | $6.71M | 0.15% | +13,100+25.6% | Added |
| Groupama Asset Managment | 80,587 | $6.74M | 0.18% | −8,080−9.1% | Reduced |
| Liontrust Investment Partners LLP | 70,000 | $6.80M | 0.10% | 00.0% | Unchanged |
| Omers Administration Corp | 65,353 | $6.81M | 0.06% | −19,200−22.7% | Reduced |
| Argent Financial Group, Inc. | 65,889 | $6.87M | 0.82% | +65,889 | New |
| Empowered Funds, LLC | 65,907 | $6.87M | 0.11% | +20,160+44.1% | Added |
| DCM Advisors, LLC | 65,962 | $6.88M | 3.46% | +105+0.2% | Added |
| Iowa State Bank | 66,250 | $6.91M | 1.42% | +530+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 66,327 | $6.91M | 0.06% | +14,369+27.7% | Added |
| Albion Financial Group | 66,467 | $6.93M | 0.48% | −64−0.1% | Reduced |
| Jane Street Group, LLC | 66,697 | $6.95M | 0.01% | −549,004−89.2% | Reduced |
| Thrivent Financial for Lutherans | 66,871 | $6.97M | 0.01% | +497+0.7% | Added |
| Maryland State Retirement & Pension System | 66,951 | $6.98M | 0.15% | −23,538−26.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,034 | $6.99M | 1.66% | +915+1.4% | Added |
| Hartline Investment Corp | 67,174 | $7.00M | 0.87% | +34,829+107.7% | Added |
| Baugh & Associates, LLC | 69,785 | $7.03M | 3.62% | +629+0.9% | Added |
| GLOBALT Investments LLC | 68,062 | $7.09M | 0.27% | +29,783+77.8% | Added |
| Montag A & Associates Inc | 68,096 | $7.10M | 0.34% | +70+0.1% | Added |
| Securian Asset Management, Inc | 68,900 | $7.18M | 0.21% | −3,054−4.2% | Reduced |
| Lido Advisors, LLC | 69,249 | $7.22M | 0.05% | +3,762+5.7% | Added |
| Hennessy Advisors Inc | 69,500 | $7.24M | 0.23% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 70,096 | $7.30M | 0.04% | +17,157+32.4% | Added |
| Louisiana State Employees Retirement System | 70,100 | $7.31M | 0.13% | −700−1.0% | Reduced |
| Core Alternative Capital | 70,449 | $7.34M | 1.42% | −8,834−11.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 70,500 | $7.35M | 0.01% | −584,281−89.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,638 | $7.36M | 0.04% | +138+0.2% | Added |
| Burns J W & Co Inc | 71,103 | $7.41M | 0.96% | −1,169−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 71,109 | $7.41M | 1.45% | −925−1.3% | Reduced |
| Orbis Allan Gray Ltd | 71,672 | $7.47M | 0.04% | +51,872+262.0% | Added |
| Ci Investments Inc. | 71,895 | $7.49M | 0.03% | +7,014+10.8% | Added |
| Amica Mutual Insurance Co | 73,035 | $7.61M | 0.74% | −6,468−8.1% | Reduced |
| Private Advisor Group, LLC | 73,405 | $7.65M | 0.05% | +1,408+2.0% | Added |
| Flputnam Investment Management Co | 73,553 | $7.67M | 0.14% | +6,702+10.0% | Added |
| Oliver Luxxe Assets LLC | 73,783 | $7.69M | 1.37% | +158+0.2% | Added |
| TownSquare Capital, LLC | 73,872 | $7.70M | 0.09% | +6,303+9.3% | Added |
| Banque Cantonale Vaudoise | 74,309 | $7.75M | 0.32% | +10,403+16.3% | Added |
| Colony Group, LLC | 74,768 | $7.79M | 0.03% | −247,268−76.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 74,960 | $7.81M | 0.86% | −699−0.9% | Reduced |
| Greenwood Capital Associates LLC | 74,976 | $7.82M | 1.02% | −2,492−3.2% | Reduced |
| Hourglass Capital, LLC | 75,372 | $7.86M | 2.19% | −1,760−2.3% | Reduced |
| Leuthold Group, LLC | 76,523 | $7.98M | 0.89% | +9,695+14.5% | Added |
| Westbourne Investment Advisors, Inc. | 76,989 | $8.03M | 2.80% | +677+0.9% | Added |
| Socorro Asset Management LP | 77,029 | $8.03M | 3.05% | −17,356−18.4% | Reduced |
| German American Bancorp, Inc. | 77,420 | $8.07M | 0.85% | +5,738+8.0% | Added |
| Integrated Advisors Network LLC | 78,091 | $8.14M | 0.39% | +1,158+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 78,145 | $8.15M | 0.14% | +23,179+42.2% | Added |
| Hartford Investment Management Co | 78,405 | $8.17M | 0.27% | −1,816−2.3% | Reduced |
| Baxter Bros Inc | 78,417 | $8.17M | 1.06% | +5,193+7.1% | Added |
| Avitas Wealth Management LLC | 78,680 | $8.20M | 1.15% | +1,110+1.4% | Added |
| McGuire Investment Group, LLC | 80,172 | $8.36M | 1.18% | −1,523−1.9% | Reduced |
| Mizuho Securities USA LLC | 80,781 | $8.42M | 0.18% | −15,702−16.3% | Reduced |
| Calamos Wealth Management LLC | 81,801 | $8.53M | 0.44% | +493+0.6% | Added |
| Castleark Management LLC | 81,820 | $8.53M | 0.35% | +81,820 | New |
| Advisors Asset Management, Inc. | 81,966 | $8.54M | 0.16% | −2,756−3.3% | Reduced |
| D.A. Davidson & Co. | 82,300 | $8.58M | 0.07% | +3,311+4.2% | Added |
| Balyasny Asset Management LLC | 82,822 | $8.63M | 0.02% | +29,802+56.2% | Added |
| Advocate Group LLC | 84,365 | $8.79M | 1.59% | +1,557+1.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 84,986 | $8.86M | 0.87% | +2,144+2.6% | Added |
| Allianz SE | 85,377 | $8.90M | 0.24% | +10,971+14.7% | Added |
| Toroso Investments, LLC | 85,446 | $8.91M | 0.10% | +5,135+6.4% | Added |
| Kentucky Retirement Systems | 86,786 | $9.05M | 0.27% | −7,513−8.0% | Reduced |
| Financial Counselors Inc | 88,279 | $9.20M | 0.14% | +7,354+9.1% | Added |
| Cornerstone Advisors, LLC | 88,800 | $9.26M | 0.37% | +4,000+4.7% | Added |
| Lowe Brockenbrough & Co Inc | 89,203 | $9.30M | 0.59% | −13,150−12.8% | Reduced |
| Brinker Capital Investments, LLC | 89,436 | $9.32M | 0.09% | −2,728−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 89,436 | $9.32M | 0.09% | −2,728−3.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 89,863 | $9.37M | 0.65% | +38,720+75.7% | Added |
| Eagle Capital Management LLC | 90,734 | $9.46M | 0.04% | −11,037−10.8% | Reduced |
| Banco Santander, S.A. | 90,891 | $9.47M | 0.11% | −1,225−1.3% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $9.59M | 0.84% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 92,917 | $9.69M | 0.02% | +3,855+4.3% | Added |
| Fiduciary Alliance LLC | 93,288 | $9.72M | 1.29% | +10,773+13.1% | Added |
| Illinois Municipal Retirement Fund | 94,462 | $9.85M | 0.14% | +175+0.2% | Added |
| Banque Pictet & Cie SA | 94,478 | $9.85M | 0.10% | +3,968+4.4% | Added |