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
- 1,875
- +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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 2,533 | $264.0K | 0.10% | +47+1.9% | Added |
| Safeguard Financial, LLC | 2,533 | $264.1K | 0.06% | +215+9.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,537 | $264.4K | 0.02% | +55+2.2% | Added |
| True North Advisors, LLC | 2,540 | $264.8K | 0.07% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,551 | $265.9K | 0.05% | +104+4.3% | Added |
| Michael B. Yongue | 2,553 | $266.1K | 0.21% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,555 | $266.3K | 0.03% | −82−3.1% | Reduced |
| Strategy Asset Managers LLC | 2,571 | $268.0K | 0.05% | −12,131−82.5% | Reduced |
| Enterprise Financial Services Corp | 2,573 | $268.2K | 0.16% | −225−8.0% | Reduced |
| BLB&B Advisors, LLC | 2,575 | $268.4K | 0.01% | −192−6.9% | Reduced |
| AA Financial Advisors, LLC | 2,579 | $268.8K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,585 | $269.5K | 0.01% | −86−3.2% | Reduced |
| Accredited Investors Inc. | 2,589 | $269.9K | 0.02% | +6+0.2% | Added |
| River Wealth Advisors LLC | 2,590 | $270.0K | 0.04% | +114+4.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,590 | $270.0K | 0.11% | +2,590 | New |
| CVA Family Office, LLC | 2,594 | $270.4K | 0.04% | −69−2.6% | Reduced |
| Howard Financial Services, Ltd. | 2,600 | $271.0K | 0.04% | +9+0.3% | Added |
| Versor Investments LP | 2,600 | $271.0K | 0.04% | −3,522−57.5% | Reduced |
| InTrack Investment Management Inc | 2,600 | $271.0K | 0.19% | −33−1.3% | Reduced |
| Naviter Wealth, LLC | 2,600 | $271.0K | 0.04% | +2,600 | New |
| Jamison Private Wealth Management, Inc. | 2,601 | $271.1K | 0.04% | +1,479+131.8% | Added |
| Cardinal Point Capital Management, ULC | 2,607 | $271.8K | 0.05% | +2,607 | New |
| Wealthcare Advisory Partners LLC | 2,619 | $273.0K | 0.01% | +201+8.3% | Added |
| Willow Creek Wealth Management Inc. | 2,619 | $273.0K | 0.03% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,620 | $273.1K | 0.07% | +20+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 2,626 | $273.7K | 0.03% | −2−0.1% | Reduced |
| Financial Advocates Investment Management | 2,627 | $273.8K | 0.02% | +2,627 | New |
| Royal Fund Management, LLC | 2,628 | $273.9K | 0.02% | +2,628 | New |
| Hurlow Wealth Management Group, Inc. | 2,630 | $274.2K | 0.09% | 00.0% | Unchanged |
| Equitable Trust Co | 2,637 | $274.9K | 0.02% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,640 | $275.2K | 0.04% | −203−7.1% | Reduced |
| Canvas Wealth Advisors, LLC | 2,644 | $275.6K | 0.08% | +499+23.3% | Added |
| Harbour Investments, Inc. | 2,645 | $275.7K | 0.01% | −103−3.7% | Reduced |
| Wallace Advisory Group, LLC | 2,841 | $276.1K | 0.20% | −88−3.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $277.3K | 0.07% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,661 | $277.4K | 0.16% | +399+17.6% | Added |
| TFB Advisors LLC | 2,662 | $277.5K | 0.08% | +99+3.9% | Added |
| Aspen Wealth Strategies, LLC | 2,662 | $277.5K | 0.18% | +2,662 | New |
| PFG Advisors | 2,662 | $277.5K | 0.02% | −351−11.6% | Reduced |
| Cornerstone Advisory, LLC | 2,663 | $277.6K | 0.04% | +21+0.8% | Added |
| N.E.W. Advisory Services LLC | 2,668 | $278.2K | 0.03% | +222+9.1% | Added |
| St Germain D J Co Inc | 2,670 | $278.3K | 0.01% | +43+1.6% | Added |
| EntryPoint Capital, LLC | 2,687 | $280.1K | 0.16% | −48−1.8% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $283.4K | 0.07% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,723 | $283.8K | 0.05% | −114−4.0% | Reduced |
| Paulson Wealth Management Inc. | 2,727 | $284.3K | 0.08% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,731 | $284.7K | 0.06% | +87+3.3% | Added |
| Diversified, LLC | 2,740 | $285.6K | 0.03% | +22+0.8% | Added |
| Diversified Enterprises, LLC | 2,740 | $285.6K | 0.03% | +2,740 | New |
| Jackson Square Capital, LLC | 2,741 | $285.7K | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,744 | $286.0K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,745 | $286.1K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,756 | $287.3K | 0.00% | −68−2.4% | Reduced |
| Sunpointe, LLC | 2,759 | $287.6K | 0.24% | +2,759 | New |
| Wilkinson Global Asset Management LLC | 2,774 | $289.2K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 2,775 | $289.3K | 0.18% | +2,775 | New |
| Eisler Capital (US) LLC | 2,778 | $289.6K | 0.05% | −15,985−85.2% | Reduced |
| Invenio Wealth Partners LLC | 2,778 | $289.6K | 0.13% | +90+3.3% | Added |
| Allegheny Financial Group LTD | 2,779 | $289.7K | 0.07% | +379+15.8% | Added |
| Everpar Advisors LLC | 2,784 | $290.2K | 0.15% | −1,986−41.6% | Reduced |
| Aspiriant, LLC | 2,788 | $290.6K | 0.01% | −246−8.1% | Reduced |
| Thrive Wealth Management, LLC | 2,793 | $291.2K | 0.05% | −63−2.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,802 | $292.1K | 0.06% | +212+8.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,808 | $292.7K | 0.07% | −12−0.4% | Reduced |
| Cercano Management LLC | 2,812 | $293.1K | 0.01% | +2,812 | New |
| Key Financial Inc | 2,817 | $293.7K | 0.06% | +22+0.8% | Added |
| Kingfisher Capital LLC | 2,826 | $294.6K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,826 | $294.6K | 0.06% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,827 | $294.7K | 0.29% | +2,827 | New |
| Fiducient Advisors LLC | 2,828 | $294.8K | 0.03% | −321−10.2% | Reduced |
| Lion Street Advisors, LLC | 2,830 | $295.0K | 0.10% | −39−1.4% | Reduced |
| Cohen & Steers, Inc. | 2,853 | $297.0K | 0.00% | −633−18.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,853 | $297.4K | 0.07% | −10.0% | Reduced |
| Advus Financial Partners, LLC | 2,861 | $298.3K | 0.09% | −145−4.8% | Reduced |
| Titleist Asset Management, LLC | 2,870 | $299.2K | 0.04% | −1,246−30.3% | Reduced |
| Optas, LLC | 2,871 | $299.3K | 0.07% | +568+24.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,883 | $301.6K | 0.01% | +2,883 | New |
| Auxano Advisors, LLC | 2,902 | $302.5K | 0.08% | +177+6.5% | Added |
| American State Bank (Iowa) | 2,908 | $303.1K | 0.18% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,921 | $304.5K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,926 | $305.0K | 0.01% | +166+6.0% | Added |
| Pathway Financial Advisors LLC | 2,928 | $305.2K | 0.08% | +190+6.9% | Added |
| Seven Mile Advisory | 2,941 | $306.6K | 0.20% | +55+1.9% | Added |
| McLean Asset Management Corp | 2,846 | $307.0K | 0.09% | +6+0.2% | Added |
| Lane & Associates LLC | 2,951 | $307.6K | 0.17% | +2,951 | New |
| Associated Banc-Corp | 2,956 | $308.1K | 0.01% | −81−2.7% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $309.1K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,973 | $310.0K | 0.08% | +2,973 | New |
| Summit Wealth Group, LLC | 2,983 | $311.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,984 | $311.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,521 | $311.5K | 0.00% | +657+35.2% | Added |
| Circle Wealth Management, LLC | 2,990 | $311.7K | 0.01% | −176−5.6% | Reduced |
| Tritonpoint Wealth, LLC | 2,999 | $312.2K | 0.03% | −45−1.5% | Reduced |
| Five Oceans Advisors | 2,997 | $312.4K | 0.15% | +10.0% | Added |
| Spirit of America Management Corp | 3,000 | $312.7K | 0.06% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 3,003 | $313.0K | 0.16% | +3,003 | New |
| Paradigm Financial Partners, LLC | 2,360 | $313.3K | 0.04% | +2,360 | New |
| Park Edge Advisors, LLC | 3,011 | $313.9K | 0.09% | +22+0.7% | Added |
| Silver Coast Investments LLC | 3,012 | $314.0K | 0.12% | −160−5.0% | Reduced |
| Zhang Financial LLC | 3,016 | $314.4K | 0.02% | −78−2.5% | Reduced |