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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 1,000 | $104.2K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $104.2K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $104.2K | 0.07% | +1,000 | New |
| Sound Income Strategies, LLC | 1,007 | $105.0K | 0.01% | −38−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,017 | $106.1K | 0.02% | +2+0.2% | Added |
| Creekmur Asset Management LLC | 1,027 | $107.1K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,030 | $107.4K | 0.01% | +30+3.0% | Added |
| SRS Capital Advisors, Inc. | 1,039 | $108.3K | 0.01% | +171+19.7% | Added |
| Hollencrest Capital Management | 1,041 | $108.6K | 0.00% | +529+103.3% | Added |
| Dakota Community Bank & Trust NA | 1,042 | $108.6K | 0.55% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,047 | $109.1K | 0.02% | +1,047 | New |
| Ashton Thomas Securities, LLC | 1,052 | $109.7K | 0.02% | +1,052 | New |
| Carolinas Wealth Consulting LLC | 1,068 | $111.3K | 0.02% | +27+2.6% | Added |
| PSI Advisors, LLC | 1,068 | $111.3K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,070 | $111.5K | 0.01% | −51−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,086 | $113.0K | 0.03% | +5+0.5% | Added |
| Y.D. More Investments Ltd | 1,099 | $114.4K | 0.01% | +54+5.2% | Added |
| General Partner, Inc. | 1,107 | $115.4K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,143 | $119.1K | 0.01% | −39−3.3% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $120.5K | 0.09% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,170 | $122.0K | 0.04% | −100−7.9% | Reduced |
| First Financial Corp | 1,179 | $122.9K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $123.4K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,201 | $125.2K | 0.01% | +429+55.6% | Added |
| West Paces Advisors Inc. | 1,210 | $126.1K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 1,215 | $127.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,253 | $130.6K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,260 | $131.3K | 0.02% | +1,260 | New |
| Reston Wealth Management LLC | 1,277 | $133.1K | 0.05% | +1,277 | New |
| Global Financial Private Client, LLC | 1,280 | $133.4K | 0.05% | −14,566−91.9% | Reduced |
| Planned Solutions, Inc. | 1,295 | $135.0K | 0.05% | +1,295 | New |
| Indiana Trust & Investment Management CO | 1,341 | $139.8K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,349 | $140.6K | 0.01% | +592+78.2% | Added |
| Silvant Capital Management LLC | 1,357 | $141.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,395 | $145.0K | 0.07% | +4+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $145.9K | 0.03% | −1,800−56.3% | Reduced |
| Wintrust Investments LLC | 1,408 | $146.0K | 0.11% | −14,147−90.9% | Reduced |
| Austin Private Wealth, LLC | 1,419 | $147.9K | 0.01% | +1,419 | New |
| Capula Management Ltd | 1,420 | $148.0K | 0.00% | −2,201−60.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,433 | $149.3K | 0.01% | +1,433 | New |
| Gleason Group, Inc. | 1,473 | $153.6K | 0.03% | +13+0.9% | Added |
| Piscataqua Savings Bank | 1,494 | $155.7K | 0.13% | +156+11.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $156.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,525 | $159.0K | 0.02% | +2+0.1% | Added |
| Valley National Advisers Inc | 1,574 | $164.0K | 0.03% | −687−30.4% | Reduced |
| Ransom Advisory, Ltd | 1,594 | $166.2K | 0.08% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $166.8K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,638 | $170.7K | 0.00% | −156−8.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,746 | $182.0K | 0.14% | −34−1.9% | Reduced |
| Rise Advisors, LLC | 1,792 | $186.8K | 0.09% | +17+1.0% | Added |
| Pflug Koory, LLC | 1,824 | $190.1K | 0.09% | +1,824 | New |
| Gold Investment Management Ltd. | 1,856 | $193.5K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,871 | $195.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,889 | $196.9K | 0.04% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,895 | $197.5K | 0.01% | +15+0.8% | Added |
| Susquehanna International Group Ltd. | 1,924 | $200.6K | 0.04% | +1,924 | New |
| Crestline Management, LP | 1,926 | $200.8K | 0.01% | +1,926 | New |
| WSFS Capital Management, LLC | 1,927 | $200.8K | 0.01% | +1,927 | New |
| Wedge Capital Management L L P | 1,933 | $201.5K | 0.00% | +1,933 | New |
| CoreCap Advisors, LLC | 1,933 | $201.5K | 0.01% | +1,933 | New |
| Headinvest, LLC | 1,934 | $201.6K | 0.04% | +1,934 | New |
| JB Capital LLC | 1,943 | $202.4K | 0.01% | +1,943 | New |
| Nichols & Pratt Advisers LLP | 1,945 | $202.7K | 0.01% | +1,945 | New |
| Transform Wealth, LLC | 1,948 | $203.1K | 0.01% | +1,948 | New |
| Goldstein Advisors, LLC | 1,948 | $203.1K | 0.03% | +1,948 | New |
| Family Management Corp | 1,950 | $203.3K | 0.03% | +1,950 | New |
| Wealth Alliance Advisory Group, LLC | 1,960 | $204.3K | 0.04% | +1,960 | New |
| 49 Wealth Management, LLC | 1,963 | $204.6K | 0.03% | +1,963 | New |
| Godsey & Gibb Associates | 1,964 | $204.7K | 0.02% | +239+13.9% | Added |
| Athena Investment Management | 1,978 | $206.2K | 0.12% | +1,978 | New |
| Clayton Financial Group LLC | 1,980 | $206.4K | 0.08% | +1,980 | New |
| Kanawha Capital Management LLC | 1,980 | $206.4K | 0.01% | −78−3.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,982 | $206.6K | 0.08% | +1,982 | New |
| TruWealth Advisors, LLC | 1,984 | $206.8K | 0.01% | +1,984 | New |
| LCNB Corp | 1,995 | $208.0K | 0.07% | +1,995 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,996 | $208.0K | 0.06% | −61−3.0% | Reduced |
| United Bank | 2,000 | $208.5K | 0.02% | +2,000 | New |
| Merrion Investment Management Co, LLC | 2,000 | $208.5K | 0.14% | +2,000 | New |
| Interactive Financial Advisors | 2,000 | $208.5K | 0.11% | +2,000 | New |
| RFG Advisory, LLC | 2,002 | $208.6K | 0.01% | +2,002 | New |
| Family Firm, Inc. | 2,006 | $209.1K | 0.05% | +19+1.0% | Added |
| Blue Bell Private Wealth Management, LLC | 2,011 | $209.6K | 0.04% | +115+6.1% | Added |
| Integrated Investment Consultants, LLC | 17,221 | $209.8K | 0.05% | +14,721+588.8% | Added |
| Investment Partners Asset Management, Inc. | 2,013 | $209.8K | 0.17% | +2,013 | New |
| Renasant Bank | 2,013 | $209.8K | 0.14% | +2,013 | New |
| Norway Savings Bank | 2,018 | $210.4K | 0.11% | +2,018 | New |
| TrinityPoint Wealth, LLC | 2,023 | $210.9K | 0.03% | +2,023 | New |
| Silverlake Wealth Management LLC | 2,027 | $211.3K | 0.08% | +2,027 | New |
| Kohmann Bosshard Financial Services, LLC | 2,032 | $211.8K | 0.03% | +2,032 | New |
| Accurate Wealth Management, LLC | 1,889 | $212.1K | 0.04% | +1,889 | New |
| Lewis Asset Management, LLC | 2,038 | $212.4K | 0.15% | +2,038 | New |
| Breed's Hill Capital LLC | 2,040 | $212.7K | 0.17% | −19−0.9% | Reduced |
| Axiom Advisory, LLC | 2,112 | $212.7K | 0.00% | +2,112 | New |
| Asahi Life Asset Management Co., Ltd. | 2,050 | $213.7K | 0.13% | +2,050 | New |
| SignalPoint Asset Management, LLC | 2,055 | $213.9K | 0.05% | +2,055 | New |
| Smallwood Wealth Investment Management, LLC | 2,056 | $214.3K | 0.15% | +2,056 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,057 | $214.4K | 0.01% | +2,057 | New |
| Means Investment Co., Inc. | 2,061 | $214.9K | 0.02% | +2,061 | New |
| Perennial Investment Advisors, LLC | 2,082 | $217.1K | 0.03% | +2,082 | New |
| Motco | 2,084 | $217.2K | 0.02% | 00.0% | Unchanged |