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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 2,090 | $217.8K | 0.06% | −16−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2,091 | $218.0K | 0.03% | +11+0.5% | Added |
| Amussen Hunsaker Associates LLC | 2,092 | $218.1K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $218.9K | 0.04% | −131−5.9% | Reduced |
| Macroview Investment Management LLC | 2,103 | $219.2K | 0.21% | +11+0.5% | Added |
| Investment Partners, Ltd. | 2,103 | $219.2K | 0.09% | +5+0.2% | Added |
| Harvest Fund Management Co., Ltd | 2,106 | $220.0K | 0.01% | +2,106 | New |
| Krane Funds Advisors LLC | 2,111 | $220.1K | 0.01% | +2,111 | New |
| Lantz Financial LLC | 2,112 | $220.2K | 0.06% | +2,112 | New |
| Warther Private Wealth, LLC | 2,115 | $220.5K | 0.08% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,118 | $220.7K | 0.05% | +2,118 | New |
| Alta Wealth Advisors LLC | 2,123 | $221.3K | 0.10% | −37−1.7% | Reduced |
| FCG Investment Co | 2,125 | $221.5K | 0.15% | −18−0.8% | Reduced |
| Jacobsen Capital Management | 2,125 | $221.5K | 0.09% | +11+0.5% | Added |
| BKM Wealth Management, LLC | 2,130 | $222.0K | 0.09% | +2,130 | New |
| Peak Planning Group, LLC | 2,135 | $222.6K | 0.10% | −38−1.7% | Reduced |
| New Hampshire Trust | 2,142 | $223.3K | 0.05% | +37+1.8% | Added |
| Fairscale Capital, LLC | 2,145 | $223.6K | 0.20% | −50−2.3% | Reduced |
| Proequities, Inc. | 2,150 | $224.1K | 0.01% | +472+28.1% | Added |
| HBW Advisory Services LLC | 2,153 | $224.4K | 0.03% | −14−0.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,155 | $224.6K | 0.01% | −5,833−73.0% | Reduced |
| Luts & Greenleigh Group, Inc | 2,159 | $225.0K | 0.22% | +21+1.0% | Added |
| Osborne Partners Capital Management, LLC | 2,162 | $225.4K | 0.01% | +2,162 | New |
| Marathon Capital Management | 2,163 | $225.5K | 0.05% | −25−1.1% | Reduced |
| Sunflower Bank, N.A. | 2,169 | $226.1K | 0.06% | −53−2.4% | Reduced |
| Birch Hill Investment Advisors LLC | 2,171 | $226.3K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,179 | $227.1K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,190 | $228.2K | 0.02% | +5+0.2% | Added |
| Colonial River Wealth Management, LLC | 2,195 | $228.8K | 0.11% | −1,924−46.7% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $229.0K | 0.34% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,197 | $229.0K | 0.01% | +2,197 | New |
| Wolverine Trading, LLC | 2,200 | $229.0K | 0.01% | −39,201−94.7% | Reduced |
| American Trust | 2,206 | $230.0K | 0.02% | −97−4.2% | Reduced |
| Monterey Private Wealth, Inc. | 2,207 | $230.1K | 0.08% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,209 | $230.4K | 0.02% | +2,209 | New |
| Sutton Place Investors LLC | 2,222 | $231.6K | 0.14% | +91+4.3% | Added |
| Versant Capital Management, Inc | 2,223 | $231.7K | 0.05% | +1,706+330.0% | Added |
| FinTrust Capital Advisors, LLC | 2,226 | $232.0K | 0.04% | −524−19.1% | Reduced |
| Bouchey Financial Group Ltd | 2,226 | $232.1K | 0.02% | +33+1.5% | Added |
| Everett Harris & Co | 2,231 | $232.6K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,241 | $233.6K | 0.03% | +35+1.6% | Added |
| Veracity Capital LLC | 2,247 | $234.2K | 0.09% | +9+0.4% | Added |
| Montz Harcus Wealth Management LLC | 2,247 | $234.2K | 0.14% | +5+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,257 | $235.3K | 0.00% | −8−0.4% | Reduced |
| Oxford Financial Group Ltd | 2,270 | $236.6K | 0.01% | −1,262−35.7% | Reduced |
| Old North State Trust, LLC | 2,274 | $237.0K | 0.19% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,042 | $237.0K | 0.06% | −51−2.4% | Reduced |
| Pegasus Partners Ltd. | 2,288 | $238.5K | 0.02% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2,294 | $239.0K | 0.17% | −200−8.0% | Reduced |
| Shell Asset Management Co | 2,297 | $239.0K | 0.01% | +2,297 | New |
| Willis Johnson & Associates, Inc. | 2,299 | $239.7K | 0.02% | +2,299 | New |
| Prairie Wealth Advisors, Inc. | 2,300 | $239.8K | 0.12% | −322−12.3% | Reduced |
| Primoris Wealth Advisors, LLC | 2,305 | $240.3K | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,318 | $241.6K | 0.02% | +2,318 | New |
| Mayfair Advisory Group, LLC | 2,240 | $241.7K | 0.15% | 00.0% | Unchanged |
| United Community Bank | 2,323 | $242.2K | 0.09% | −10−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,331 | $243.0K | 0.12% | +76+3.4% | Added |
| Kathmere Capital Management, LLC | 2,332 | $243.1K | 0.02% | +2,332 | New |
| Argent Advisors, Inc. | 2,340 | $243.9K | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,066 | $244.0K | 0.00% | +2,066 | New |
| Chicago Trust Co NA | 2,344 | $244.3K | 0.04% | −44−1.8% | Reduced |
| KKM Financial LLC | 2,345 | $244.4K | 0.12% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,365 | $246.5K | 0.10% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,381 | $248.2K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,385 | $248.6K | 0.07% | +2,385 | New |
| Firestone Capital Management | 2,395 | $249.6K | 0.06% | +3+0.1% | Added |
| Darden Wealth Group Inc | 2,396 | $249.8K | 0.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,398 | $250.0K | 0.05% | +3+0.1% | Added |
| Advisor OS, LLC | 2,399 | $250.1K | 0.02% | +123+5.4% | Added |
| First Affirmative Financial Network | 2,404 | $250.6K | 0.14% | −427−15.1% | Reduced |
| ICONIQ Capital, LLC | 2,406 | $250.8K | 0.01% | +2,406 | New |
| Bangor Savings Bank | 2,409 | $251.1K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,414 | $251.6K | 0.11% | −1,756−42.1% | Reduced |
| Plancorp, LLC | 2,414 | $251.6K | 0.01% | +35+1.5% | Added |
| Sax Wealth Advisors, LLC | 2,419 | $252.2K | 0.02% | +69+2.9% | Added |
| Klingman & Associates, LLC | 2,422 | $252.5K | 0.02% | +71+3.0% | Added |
| Boston Trust Walden Corp | 2,423 | $252.6K | 0.00% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 2,437 | $254.0K | 0.15% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,440 | $254.3K | 0.15% | +109+4.7% | Added |
| iA Global Asset Management Inc. | 2,450 | $255.0K | 0.00% | +80+3.4% | Added |
| Advisory Alpha, LLC | 2,447 | $255.2K | 0.01% | −17−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 2,455 | $255.9K | 0.02% | +2,455 | New |
| Univest Financial Corp | 2,463 | $256.8K | 0.02% | +2,463 | New |
| First Bank & Trust | 2,464 | $256.8K | 0.05% | +2,464 | New |
| Ascent Group, LLC | 2,465 | $257.0K | 0.02% | +161+7.0% | Added |
| NBW Capital LLC | 2,466 | $257.1K | 0.05% | +47+1.9% | Added |
| Meadow Creek Wealth Advisors LLC | 2,481 | $258.6K | 0.21% | +346+16.2% | Added |
| Aft, Forsyth & Company, Inc. | 2,485 | $259.0K | 0.13% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,497 | $260.3K | 0.05% | +2,497 | New |
| Kaizen Financial Strategies | 2,497 | $260.3K | 0.15% | +23+0.9% | Added |
| Beck Mack & Oliver LLC | 2,500 | $260.6K | 0.01% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,502 | $260.8K | 0.06% | +36+1.5% | Added |
| Carnegie Lake Advisors LLC | 2,500 | $261.0K | 0.10% | +2,500 | New |
| Segment Wealth Management, LLC | 2,505 | $261.1K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,509 | $261.5K | 0.02% | +21+0.8% | Added |
| IVC Wealth Advisors LLC | 2,519 | $262.6K | 0.14% | +38+1.5% | Added |
| Bragg Financial Advisors, Inc | 2,521 | $262.8K | 0.01% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $263.0K | 0.18% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,527 | $263.4K | 0.10% | +203+8.7% | Added |
| Flynn Zito Capital Management, LLC | 2,527 | $263.4K | 0.13% | 00.0% | Unchanged |