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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 200 | $21.0K | 0.00% | +200 | New |
| ORG Partners LLC | 208 | $21.7K | 0.00% | −31−13.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 212 | $22.1K | 0.00% | +31+17.1% | Added |
| Ruedi Wealth Management, Inc. | 221 | $23.0K | 0.01% | −27−10.9% | Reduced |
| Main Street Group, LTD | 239 | $24.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 245 | $25.5K | 0.01% | +245 | New |
| Atlantic Edge Private Wealth Management, LLC | 255 | $26.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $26.7K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 258 | $26.9K | 0.00% | +258 | New |
| Hilltop National Bank | 259 | $27.0K | 0.01% | −22−7.8% | Reduced |
| Bank & Trust Co | 265 | $27.6K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 268 | $27.9K | 0.02% | +22+8.9% | Added |
| Beacon Capital Management, LLC | 291 | $30.3K | 0.00% | +222+321.7% | Added |
| Islay Capital Management, LLC | 300 | $31.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $31.3K | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $31.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 300 | $31.3K | 0.01% | +174+138.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $32.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 309 | $32.2K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 317 | $33.0K | 0.02% | +1+0.3% | Added |
| West Branch Capital LLC | 323 | $33.7K | 0.01% | +5+1.6% | Added |
| Laurel Wealth Advisors LLC | 323 | $33.7K | 0.01% | +219+210.6% | Added |
| Miller Wealth Advisors, LLC | 285 | $34.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 328 | $34.2K | 0.00% | +11+3.5% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $35.3K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 348 | $36.2K | 0.01% | +348 | New |
| Planning Capital Management Corp | 357 | $37.2K | 0.02% | +191+115.1% | Added |
| 1620 Investment Advisors, Inc. | 358 | $37.4K | 0.03% | +9+2.6% | Added |
| Essex Investment Management Co LLC | 363 | $37.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 369 | $38.5K | 0.01% | −50−11.9% | Reduced |
| Richardson Financial Services Inc. | 403 | $39.2K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 393 | $41.0K | 0.01% | +312+385.2% | Added |
| TFC Financial Management | 423 | $44.1K | 0.01% | +78+22.6% | Added |
| Creative Financial Designs Inc | 434 | $45.3K | 0.00% | +1+0.2% | Added |
| Provenance Wealth Advisors, LLC | 443 | $46.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 447 | $46.6K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 458 | $47.7K | 0.01% | +458 | New |
| Riggs Asset Managment Co. Inc. | 466 | $48.6K | 0.01% | −50−9.7% | Reduced |
| Partnership Wealth Management, LLC | 468 | $48.8K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 470 | $49.0K | 0.01% | −3,144−87.0% | Reduced |
| Accordant Advisory Group Inc | 470 | $49.0K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 485 | $50.6K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 488 | $50.8K | 0.01% | −53−9.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 496 | $51.7K | 0.03% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $52.1K | 0.00% | −325−39.4% | Reduced |
| Sittner & Nelson, LLC | 510 | $53.2K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 545 | $56.8K | 0.05% | +61+12.6% | Added |
| BFSG, LLC | 560 | $58.4K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 568 | $59.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $59.2K | 0.02% | −20−3.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 575 | $59.9K | 0.05% | +31+5.7% | Added |
| Horrell Capital Management, Inc. | 583 | $61.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 587 | $61.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 599 | $62.0K | 0.01% | −74−11.0% | Reduced |
| Clear Street Markets LLC | 600 | $63.0K | 0.04% | −600−50.0% | Reduced |
| Bell Investment Advisors, Inc | 605 | $63.1K | 0.01% | +5+0.8% | Added |
| Livelsberger Financial Advisory | 613 | $63.9K | 1.34% | +613 | New |
| Ogorek Anthony Joseph | 637 | $66.0K | 0.02% | +111+21.1% | Added |
| Eagle Bay Advisors LLC | 646 | $67.3K | 0.03% | +278+75.5% | Added |
| Union Savings Bank | 649 | $67.7K | 0.03% | +150+30.1% | Added |
| Ameliora Wealth Management Ltd. | 652 | $68.0K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 655 | $68.2K | 0.01% | −551−45.7% | Reduced |
| Fortitude Family Office, LLC | 658 | $68.6K | 0.03% | +240+57.4% | Added |
| CoreFirst Bank & Trust | 661 | $68.9K | 0.04% | +661 | New |
| Semmax Financial Advisors Inc. | 519 | $69.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 674 | $70.3K | 0.00% | −284−29.6% | Reduced |
| Wellington Shields & Co., LLC | 675 | $70.4K | 0.02% | +49+7.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 675 | $70.4K | 0.04% | +675 | New |
| Plante Moran Financial Advisors, LLC | 683 | $71.2K | 0.01% | +58+9.3% | Added |
| Cedar Wealth Management, LLC | 684 | $71.3K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 698 | $72.8K | 0.03% | −55−7.3% | Reduced |
| Covestor Ltd | 717 | $74.0K | 0.05% | −181−20.2% | Reduced |
| Twin Lakes Capital Management, LLC | 720 | $75.1K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 722 | $75.3K | 0.02% | −168−18.9% | Reduced |
| Baldwin Brothers Inc | 730 | $76.1K | 0.01% | +363+98.9% | Added |
| HHM Wealth Advisors, LLC | 741 | $77.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 764 | $80.0K | 0.01% | −571−42.8% | Reduced |
| Gen-Wealth Partners Inc | 695 | $82.0K | 0.04% | +695 | New |
| Carmichael Hill & Associates, Inc. | 791 | $82.5K | 0.03% | +6+0.8% | Added |
| Rocky Mountain Advisers, LLC | 791 | $82.5K | 0.03% | +6+0.8% | Added |
| Park Circle Co | 800 | $83.4K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 708 | $84.6K | 0.02% | +7+1.0% | Added |
| Atticus Wealth Management, LLC | 850 | $88.6K | 0.03% | −5−0.6% | Reduced |
| Riverview Trust Co | 862 | $89.9K | 0.08% | +21+2.5% | Added |
| Washington Trust Advisors, Inc. | 864 | $90.1K | 0.01% | −157−15.4% | Reduced |
| Hanson & Doremus Investment Management | 877 | $91.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 885 | $92.3K | 0.02% | +6+0.7% | Added |
| Farmers & Merchants Investments Inc | 891 | $92.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 892 | $93.0K | 0.01% | +20+2.3% | Added |
| Coastal Investment Advisors, Inc. | 850 | $95.4K | 0.04% | −580−40.6% | Reduced |
| Hartford Financial Management Inc. | 919 | $95.8K | 0.02% | +61+7.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $98.0K | 0.04% | −190−16.8% | Reduced |
| FSA Wealth Management LLC | 957 | $99.8K | 0.04% | +957 | New |
| Bogart Wealth, LLC | 970 | $101.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 975 | $101.6K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 980 | $102.2K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 999 | $104.1K | 0.05% | −30−2.9% | Reduced |
| Centennial Bank | 1,000 | $104.2K | 0.05% | −11−1.1% | Reduced |
| Monetary Management Group Inc | 1,000 | $104.2K | 0.03% | 00.0% | Unchanged |