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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 3,017 | $314.5K | 0.11% | +424+16.4% | Added |
| First Interstate Bank | 3,018 | $314.6K | 0.02% | +18+0.6% | Added |
| L.M. Kohn & Company | 3,022 | $315.1K | 0.08% | +344+12.8% | Added |
| Wimmer Associates 1, LLC | 3,023 | $315.1K | 0.15% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,030 | $315.9K | 0.02% | −440−12.7% | Reduced |
| O'Rourke & Company, Inc | 3,036 | $316.5K | 0.16% | −2−0.1% | Reduced |
| Manchester Financial Inc | 3,043 | $317.2K | 0.07% | −15−0.5% | Reduced |
| Optimum Investment Advisors | 3,050 | $317.9K | 0.14% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,053 | $318.2K | 0.13% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,055 | $318.5K | 0.04% | +10.0% | Added |
| MBB Public Markets I LLC | 3,060 | $319.0K | 0.03% | −83,247−96.5% | Reduced |
| Omnia Family Wealth, LLC | 3,063 | $319.3K | 0.14% | +97+3.3% | Added |
| Hobbs Group Advisors, LLC | 3,065 | $319.5K | 0.11% | −116−3.6% | Reduced |
| Objective Capital Management, LLC | 3,069 | $319.9K | 0.19% | +3,069 | New |
| Duncker Streett & Co Inc | 3,071 | $320.1K | 0.06% | −300−8.9% | Reduced |
| Trueblood Wealth Management, LLC | 3,080 | $321.1K | 0.16% | 00.0% | Unchanged |
| Mason & Associates Inc | 3,087 | $321.8K | 0.08% | +3,087 | New |
| Code Waechter LLC | 3,095 | $323.0K | 0.31% | +3,095 | New |
| Waddell & Associates, LLC | 3,112 | $324.4K | 0.04% | −66−2.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,124 | $325.6K | 0.09% | −35−1.1% | Reduced |
| Essex Savings Bank | 3,130 | $326.3K | 0.08% | −62−1.9% | Reduced |
| New Covenant Trust Company, N.A. | 3,143 | $327.2K | 0.32% | +246+8.5% | Added |
| Focus Financial Network, Inc. | 3,145 | $327.9K | 0.01% | +27+0.9% | Added |
| Easterly Investment Partners LLC | 3,151 | $328.5K | 0.03% | −116−3.6% | Reduced |
| Navis Wealth Advisors, LLC | 3,186 | $332.1K | 0.36% | +89+2.9% | Added |
| Apexium Financial, LP | 3,197 | $333.3K | 0.02% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,581 | $333.9K | 0.18% | +2,581 | New |
| Callan Capital, LLC | 3,205 | $334.1K | 0.02% | +857+36.5% | Added |
| Stevens Capital Management LP | 3,217 | $335.0K | 0.05% | −4,863−60.2% | Reduced |
| Blueprint Investment Partners LLC | 3,214 | $335.0K | 0.06% | −2,077−39.3% | Reduced |
| Watts Gwilliam & Co., LLC | 3,117 | $335.0K | 0.07% | +3,117 | New |
| Proathlete Wealth Management LLC | 3,230 | $336.6K | 0.14% | −38−1.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $337.6K | 0.27% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,243 | $338.1K | 0.09% | +918+39.5% | Added |
| Fiduciary Family Office, LLC | 3,255 | $339.3K | 0.11% | −41−1.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,260 | $339.8K | 0.01% | +309+10.5% | Added |
| Opinicus Capital, Inc. | 3,264 | $340.2K | 0.27% | −142−4.2% | Reduced |
| Allen Capital Group, LLC | 3,267 | $340.6K | 0.04% | +886+37.2% | Added |
| Onefund, LLC | 3,270 | $340.9K | 0.35% | −2−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 3,276 | $341.5K | 0.01% | +9+0.3% | Added |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,285 | $342.4K | 0.02% | −26,603−89.0% | Reduced |
| Crawford Investment Counsel Inc | 3,290 | $342.9K | 0.01% | +53+1.6% | Added |
| City State Bank | 3,328 | $346.9K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,333 | $347.4K | 0.03% | +41+1.2% | Added |
| Wedbush Securities Inc | 3,340 | $348.0K | 0.01% | −8,057−70.7% | Reduced |
| American National Bank | 3,345 | $348.7K | 0.04% | −43−1.3% | Reduced |
| Schrum Private Wealth Management LLC | 3,346 | $348.8K | 0.18% | +3,346 | New |
| Webster Bank, N. A. | 3,347 | $348.9K | 0.04% | +356+11.9% | Added |
| Cooper Financial Group | 3,361 | $350.4K | 0.05% | −2,875−46.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,374 | $351.7K | 0.20% | −7−0.2% | Reduced |
| Journey Strategic Wealth LLC | 3,379 | $352.2K | 0.01% | +465+16.0% | Added |
| Quotient Wealth Partners, LLC | 3,387 | $353.1K | 0.01% | +34+1.0% | Added |
| Pallas Capital Advisors LLC | 2,967 | $353.6K | 0.02% | +145+5.1% | Added |
| Coastwise Capital Group, LLC | 3,395 | $353.9K | 0.29% | +3,395 | New |
| Alerus Financial NA | 3,402 | $354.6K | 0.03% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $356.5K | 0.27% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,436 | $358.0K | 0.03% | −42,093−92.5% | Reduced |
| Quantum Financial Advisors, LLC | 3,435 | $358.1K | 0.06% | −132−3.7% | Reduced |
| JGP Wealth Management, LLC | 3,450 | $359.6K | 0.05% | +226+7.0% | Added |
| BNP Paribas | 3,455 | $360.1K | 0.01% | +40+1.2% | Added |
| Kovack Advisors, Inc. | 3,472 | $361.9K | 0.04% | −42−1.2% | Reduced |
| Manchester Capital Management LLC | 3,491 | $363.9K | 0.04% | +178+5.4% | Added |
| Aprio Wealth Management, LLC | 3,501 | $364.9K | 0.06% | −94−2.6% | Reduced |
| Orrstown Financial Services Inc | 3,520 | $366.9K | 0.11% | +3,520 | New |
| Quest Partners LLC | 3,558 | $370.9K | 0.03% | −9,790−73.3% | Reduced |
| Altus Wealth Group LLC | 3,577 | $372.8K | 0.16% | −68−1.9% | Reduced |
| Davidson Investment Advisors | 3,599 | $375.2K | 0.02% | −24−0.7% | Reduced |
| Alta Advisers Ltd | 3,600 | $375.3K | 0.17% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,605 | $375.8K | 0.01% | +676+23.1% | Added |
| Wellington Shields Capital Management, LLC | 3,607 | $376.0K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,631 | $378.5K | 0.03% | +5+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 3,642 | $379.6K | 0.10% | +98+2.8% | Added |
| Nwam LLC | 3,648 | $380.3K | 0.02% | +3,648 | New |
| One Capital Management, LLC | 3,649 | $380.4K | 0.01% | +5+0.1% | Added |
| Park Place Capital Corp | 3,660 | $381.5K | 0.11% | +2,097+134.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,673 | $382.9K | 0.01% | +20+0.5% | Added |
| Congress Park Capital LLC | 3,675 | $383.1K | 0.14% | −3,479−48.6% | Reduced |
| Angeles Wealth Management, LLC | 3,678 | $383.4K | 0.03% | −56−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 3,700 | $385.7K | 0.17% | −19−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 3,705 | $386.2K | 0.03% | −8−0.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,706 | $386.3K | 0.01% | −1,377−27.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,714 | $387.1K | 0.02% | −16,465−81.6% | Reduced |
| First Trust Investment Solutions L.P. | 3,740 | $389.9K | 0.04% | −186−4.7% | Reduced |
| Fort Sheridan Advisors LLC | 3,741 | $389.9K | 0.06% | +1,052+39.1% | Added |
| Great Lakes Advisors, LLC | 3,746 | $390.5K | 0.00% | +822+28.1% | Added |
| Rosenberg Matthew Hamilton | 3,748 | $390.7K | 0.10% | +96+2.6% | Added |
| Missouri Trust & Investment Co | 3,750 | $390.9K | 0.14% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,753 | $391.2K | 0.32% | −300−7.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,754 | $391.3K | 0.13% | −120−3.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,757 | $391.6K | 0.05% | −7−0.2% | Reduced |
| Gibbs Wealth Management | 3,768 | $392.8K | 0.13% | +852+29.2% | Added |
| Jacobi Capital Management LLC | 3,770 | $392.9K | 0.03% | +375+11.0% | Added |
| Brown Capital Management LLC | 3,773 | $393.3K | 0.01% | −290−7.1% | Reduced |
| Marino, Stram & Associates LLC | 3,802 | $396.3K | 0.09% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,804 | $396.5K | 0.24% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,831 | $399.0K | 0.12% | +233+6.5% | Added |
| Roundview Capital LLC | 3,842 | $400.5K | 0.03% | +117+3.1% | Added |
| Warren Averett Asset Management, LLC | 3,844 | $400.7K | 0.01% | −177−4.4% | Reduced |
| Amplius Wealth Advisors, LLC | 3,853 | $401.6K | 0.04% | +46+1.2% | Added |