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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
1,874
+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.

Institutional holdersQ3 2024: 1,874 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2024: $141.1B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2024.

Institutions holding MS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nebula Research & Development LLC0$00.00%−22,755−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−19,989−100.0%Sold out
IMC-Chicago, LLC0$00.00%−17,398−100.0%Sold out
Symmetry Partners, LLC0$00.00%−16,365−100.0%Sold out
Boston Private Wealth LLC0$00.00%−15,462−100.0%Sold out
Cramer Rosenthal McGlynn LLC0$00.00%−15,145−100.0%Sold out
Paloma Partners Management Co0$00.00%−10,560−100.0%Sold out
Glaxis Capital Management, LLC0$00.00%−10,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−8,865−100.0%Sold out
Headlands Technologies LLC0$00.00%−8,478−100.0%Sold out
Laurion Capital Management LP0$00.00%−8,162−100.0%Sold out
Sciencast Management LP0$00.00%−7,257−100.0%Sold out
Alpine Global Management, LLC0$00.00%−6,500−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−6,403−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−5,400−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−5,200−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−4,850−100.0%Sold out
Nottingham Advisors, Inc.0$00.00%−4,784−100.0%Sold out
Marex Group plc0$00.00%−4,644−100.0%Sold out
Suvretta Capital Management, LLC0$00.00%−4,611−100.0%Sold out
GFG Capital, LLC0$00.00%−4,400−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,229−100.0%Sold out
Corton Capital Inc.0$00.00%−4,168−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−4,136−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−4,062−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−4,060−100.0%Sold out
Redhawk Wealth Advisors, Inc.0$00.00%−3,891−100.0%Sold out
Allstate Corp0$00.00%−3,884−100.0%Sold out
Lake Street Financial LLC0$00.00%−3,862−100.0%Sold out
Overbrook Management Corp0$00.00%−3,764−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−3,231−100.0%Sold out
Viawealth, LLC0$00.00%−2,980−100.0%Sold out
Balboa Wealth Partners0$00.00%−2,946−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−2,921−100.0%Sold out
Stiles Financial Services Inc0$00.00%−2,910−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−2,907−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−2,885−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,799−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,719−100.0%Sold out
Crewe Advisors LLC0$00.00%−2,690−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−2,531−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−2,507−100.0%Sold out
Midland Wealth Advisors LLC0$00.00%−2,456−100.0%Sold out
Vantage Consulting Group Inc0$00.00%−2,439−100.0%Sold out
Reliant Investment Management, LLC0$00.00%−2,405−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,392−100.0%Sold out
Numerai GP LLC0$00.00%−2,389−100.0%Sold out
Oxford Asset Management LLP0$00.00%−2,298−100.0%Sold out
J. W. Coons Advisors, LLC0$00.00%−2,121−100.0%Sold out
Garden State Investment Advisory Services LLC0$00.00%−2,106−100.0%Sold out
Mirabaud & Cie SA0$00.00%−2,090−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−2,080−100.0%Sold out
Ibex Wealth Advisors0$00.00%−1,702−100.0%Sold out
Rational Advisors LLC0$00.00%−1,677−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1,467−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−1,405−100.0%Sold out
Cultivar Capital, Inc.0$00.00%−1,111−100.0%Sold out
Cypress Capital, LLC0$00.00%−847−100.0%Sold out
WD Rutherford LLC0$00.00%−715−100.0%Sold out
America First Investment Advisors, LLC0$00.00%−556−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−500−100.0%Sold out
Quarry LP0$00.00%−433−100.0%Sold out
Lynx Investment Advisory0$00.00%−313−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−257−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−254−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−259−100.0%Sold out
Kimelman & Baird, LLC0$00.00%−175−100.0%Sold out
RFP Financial Group LLC0$00.00%−149−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−135−100.0%Sold out
Kelly Financial Services LLC0$00.00%−134−100.0%Sold out
Fairway Wealth LLC0$00.00%−109−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−104−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−95−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−83−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−74−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−62−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−57−100.0%Sold out
Naples Money Management LLC0$00.00%−23−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−15−100.0%Sold out
Caitlin John, LLC0$00.00%−10−100.0%Sold out
Innealta Capital, LLC0$00.00%−9−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−3−100.0%Sold out
BlackRock Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Payden & Rygel Investment Group––––Not filed
Heritage Trust Co––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Clear Rock Advisors, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Abbrea Capital, LLC––––Not filed
Vantage Financial Partners Ltd., Inc.––––Not filed
Hyman Charles D––––Not filed
Gratus Capital LLC––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Emfo, LLC––––Not filed
Relative Value Partners Group, LLC––––Not filed
Bank Pictet & Cie (Asia) Ltd––––Not filed
Farmers National Bank––––Not filed