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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 95,141 | $9.92M | 0.90% | +3,617+4.0% | Added |
| Scotia Capital Inc. | 95,213 | $9.93M | 0.05% | −4,430−4.4% | Reduced |
| Howe & Rusling Inc | 95,942 | $10.0M | 0.86% | +1,572+1.7% | Added |
| Gulf International Bank (UK) Ltd | 96,301 | $10.0M | 0.26% | −4,138−4.1% | Reduced |
| Centre Asset Management, LLC | 96,661 | $10.1M | 2.17% | +673+0.7% | Added |
| Kinneret Advisory, LLC | 96,925 | $10.1M | 0.93% | −1,270−1.3% | Reduced |
| General Pension Society PZU Joint Stock Co | 97,369 | $10.1M | 2.94% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 100,885 | $10.3M | 0.05% | +10,532+11.7% | Added |
| DuPont Capital Management Corp | 98,741 | $10.3M | 0.86% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 98,887 | $10.3M | 0.27% | +64,262+185.6% | Added |
| Quantinno Capital Management LP | 99,995 | $10.4M | 0.14% | +24,620+32.7% | Added |
| Viking Fund Management LLC | 100,000 | $10.4M | 1.69% | 00.0% | Unchanged |
| Twin Tree Management, LP | 101,409 | $10.6M | 0.25% | +6,907+7.3% | Added |
| New Republic Capital, LLC | 102,299 | $10.7M | 6.12% | +97+0.1% | Added |
| F/M Investments LLC | 102,821 | $10.7M | 0.37% | +11,832+13.0% | Added |
| Nomura Holdings Inc | 104,281 | $10.9M | 0.08% | +14,143+15.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 105,763 | $11.0M | 0.03% | +20,896+24.6% | Added |
| Atria Investments LLC | 105,863 | $11.0M | 0.14% | +9,917+10.3% | Added |
| Exchange Traded Concepts, LLC | 105,890 | $11.0M | 0.26% | +97,401+1,147.4% | Added |
| Mediolanum International Funds Ltd | 106,459 | $11.1M | 0.15% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 106,632 | $11.1M | 0.21% | −780−0.7% | Reduced |
| BTC Capital Management, Inc. | 106,812 | $11.1M | 0.99% | −2,497−2.3% | Reduced |
| Worldquant Millennium Advisors LLC | 107,419 | $11.2M | 0.08% | −395,480−78.6% | Reduced |
| Achmea Investment Management B.V. | 107,696 | $11.2M | 0.19% | −4,189−3.7% | Reduced |
| Ethic Inc. | 119,526 | $11.3M | 0.28% | −22,537−15.9% | Reduced |
| Avantax Advisory Services, Inc. | 107,997 | $11.3M | 0.07% | +3,406+3.3% | Added |
| GWM Advisors LLC | 108,035 | $11.3M | 0.07% | +6,106+6.0% | Added |
| Earnest Partners LLC | 108,066 | $11.3M | 0.05% | −296−0.3% | Reduced |
| Intact Investment Management Inc. | 109,800 | $11.4M | 0.38% | +7,400+7.2% | Added |
| Kestra Advisory Services, LLC | 110,152 | $11.5M | 0.06% | −772−0.7% | Reduced |
| Lazard Asset Management LLC | 112,304 | $11.7M | 0.02% | −99,673−47.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 112,793 | $11.8M | 0.02% | +10,107+9.8% | Added |
| Greystone Financial Group, LLC | 113,273 | $11.8M | 2.11% | +16,700+17.3% | Added |
| Wealthfront Advisers LLC | 113,526 | $11.8M | 0.04% | −5,720−4.8% | Reduced |
| Natixis | 114,067 | $11.9M | 0.07% | −310,150−73.1% | Reduced |
| Capital Analysts, LLC | 114,451 | $11.9M | 0.49% | +1,645+1.5% | Added |
| Guggenheim Capital LLC | 115,146 | $12.0M | 0.08% | −31,213−21.3% | Reduced |
| Nixon Peabody Trust Co | 115,684 | $12.1M | 1.00% | +768+0.7% | Added |
| Elo Mutual Pension Insurance Co | 115,841 | $12.1M | 0.26% | +8,270+7.7% | Added |
| Cresset Asset Management, LLC | 115,993 | $12.1M | 0.05% | +5,394+4.9% | Added |
| Ieq Capital, LLC | 117,024 | $12.2M | 0.15% | +5,795+5.2% | Added |
| Boston Common Asset Management, LLC | 117,833 | $12.3M | 0.32% | +6,404+5.7% | Added |
| Grassi Investment Management | 120,750 | $12.6M | 1.09% | 00.0% | Unchanged |
| Vestor Capital, LLC | 120,908 | $12.6M | 0.99% | +83,366+222.1% | Added |
| Level Four Advisory Services, LLC | 109,363 | $12.7M | 0.54% | +3,820+3.6% | Added |
| RSM US Wealth Management LLC | 122,666 | $12.8M | 0.19% | +76,980+168.5% | Added |
| Captrust Financial Advisors | 122,900 | $12.8M | 0.04% | +845+0.7% | Added |
| Oppenheimer & Co Inc | 123,553 | $12.9M | 0.20% | −9,291−7.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 124,015 | $12.9M | 0.01% | −10,405−7.7% | Reduced |
| JustInvest LLC | 124,540 | $13.0M | 0.21% | +10,538+9.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 126,295 | $13.2M | 0.04% | +18,060+16.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 128,142 | $13.4M | 0.34% | −37,922−22.8% | Reduced |
| Kestra Private Wealth Services, LLC | 128,858 | $13.4M | 0.25% | −4,535−3.4% | Reduced |
| Payden & Rygel | 131,500 | $13.7M | 1.06% | −61,300−31.8% | Reduced |
| Walleye Capital LLC | 133,414 | $13.9M | 0.15% | −4,873−3.5% | Reduced |
| Capital International Inc | 135,682 | $14.1M | 0.18% | −153−0.1% | Reduced |
| CWM, LLC | 137,240 | $14.3M | 0.06% | +6,202+4.7% | Added |
| Aquatic Capital Management LLC | 137,400 | $14.3M | 0.37% | +137,400 | New |
| Argent Trust Co | 138,303 | $14.4M | 0.60% | −5,495−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 139,078 | $14.5M | 0.14% | +41,811+43.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 139,078 | $14.5M | 0.14% | +139,078 | New |
| Oak Harvest Investment Services | 141,014 | $14.7M | 2.11% | +6,473+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 144,961 | $15.1M | 0.05% | +12,983+9.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 144,967 | $15.1M | 0.16% | +3,985+2.8% | Added |
| Janney Capital Management LLC | 147,348 | $15.4M | 1.04% | −2,026−1.4% | Reduced |
| Nissay Asset Management Corp | 148,506 | $15.5M | 0.10% | +3,405+2.3% | Added |
| Los Angeles Capital Management LLC | 149,300 | $15.6M | 0.06% | +6,163+4.3% | Added |
| Fred Alger Management, LLC | 150,096 | $15.6M | 0.08% | +3,520+2.4% | Added |
| Aptus Capital Advisors, LLC | 150,311 | $15.7M | 0.24% | +26,371+21.3% | Added |
| Bokf, NA | 150,081 | $15.7M | 0.28% | +10,730+7.7% | Added |
| State of Alaska, Department of Revenue | 150,662 | $15.7M | 0.17% | +2,100+1.4% | Added |
| Glenmede Trust Co NA | 150,971 | $15.7M | 0.08% | −1,693−1.1% | Reduced |
| Tudor Investment Corp Et Al | 151,993 | $15.8M | 0.17% | −84,914−35.8% | Reduced |
| Telos Capital Management, Inc. | 152,740 | $15.9M | 1.67% | +2,373+1.6% | Added |
| SpiderRock Advisors, LLC | 153,713 | $16.0M | 0.34% | +73,365+91.3% | Added |
| Ninety One UK Ltd | 153,981 | $16.1M | 0.04% | −84,966−35.6% | Reduced |
| Citadel Advisors LLC | 154,172 | $16.1M | 0.02% | −693,558−81.8% | Reduced |
| Brown Advisory Inc | 154,931 | $16.2M | 0.02% | −3,487−2.2% | Reduced |
| Appleton Partners Inc | 157,732 | $16.4M | 1.21% | +396+0.3% | Added |
| Acadian Asset Management LLC | 158,020 | $16.5M | 0.05% | −78,197−33.1% | Reduced |
| Pittenger & Anderson Inc | 157,988 | $16.5M | 0.62% | +1,928+1.2% | Added |
| FineMark National Bank & Trust | 158,287 | $16.5M | 0.57% | +712+0.5% | Added |
| Advisor Group Holdings, Inc. | 159,046 | $16.6M | 0.04% | −11,435−6.7% | Reduced |
| Blair William & Co | 159,364 | $16.6M | 0.05% | +1,346+0.9% | Added |
| Prudential PLC | 159,702 | $16.6M | 0.08% | +6,433+4.2% | Added |
| Wesbanco Bank Inc | 160,458 | $16.7M | 0.57% | +5,984+3.9% | Added |
| Gamco Investors, Inc. Et Al | 161,687 | $16.9M | 0.17% | −14,129−8.0% | Reduced |
| Daiwa Securities Group Inc. | 167,076 | $17.4M | 0.08% | +26,043+18.5% | Added |
| MAI Capital Management | 167,954 | $17.5M | 0.17% | −15,659−8.5% | Reduced |
| Pathstone Holdings, LLC | 168,843 | $17.6M | 0.08% | +5,367+3.3% | Added |
| Bridgewater Associates, LP | 169,357 | $17.7M | 0.10% | +167,064+7,285.8% | Added |
| Grand Jean Capital Management Inc | 169,385 | $17.7M | 3.95% | −200−0.1% | Reduced |
| Edgar Lomax Co | 169,545 | $17.7M | 1.08% | −2,695−1.6% | Reduced |
| Cetera Investment Advisers | 172,292 | $18.0M | 0.04% | +19,077+12.5% | Added |
| Ninety One SA (PTY) Ltd | 173,121 | $18.0M | 3.93% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 173,044 | $18.0M | 0.41% | −5,027−2.8% | Reduced |
| TCG Advisory Services, LLC | 173,214 | $18.1M | 0.79% | −2,481−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 173,402 | $18.1M | 0.26% | −1,823−1.0% | Reduced |
| Yousif Capital Management, LLC | 176,147 | $18.4M | 0.20% | −2,541−1.4% | Reduced |
| Xponance, Inc. | 176,957 | $18.4M | 0.18% | +2,320+1.3% | Added |