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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 3,875 | $404.0K | 0.04% | −145−3.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,882 | $405.0K | 0.12% | −68−1.7% | Reduced |
| Sentinus, LLC | 3,887 | $405.2K | 0.15% | +241+6.6% | Added |
| AdvisorNet Financial, Inc | 3,901 | $406.6K | 0.03% | +31+0.8% | Added |
| Savvy Advisors, Inc. | 3,908 | $407.4K | 0.08% | +1,552+65.9% | Added |
| Main Street Financial Solutions, LLC | 3,910 | $407.6K | 0.04% | −1,566−28.6% | Reduced |
| Larson Financial Group LLC | 3,917 | $408.3K | 0.02% | −939−19.3% | Reduced |
| One Wealth Advisors, LLC | 3,932 | $409.8K | 0.06% | +8+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,954 | $412.2K | 0.06% | +151+4.0% | Added |
| MCF Advisors LLC | 3,986 | $415.5K | 0.03% | +112+2.9% | Added |
| Tiemann Investment Advisors, LLC | 4,021 | $419.1K | 0.18% | −330−7.6% | Reduced |
| Proficio Capital Partners LLC | 4,021 | $419.2K | 0.04% | −4,365−52.1% | Reduced |
| Destination Wealth Management | 4,032 | $420.3K | 0.01% | +65+1.6% | Added |
| Allen Investment Management LLC | 4,034 | $420.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $420.5K | 0.27% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,051 | $423.0K | 0.26% | +54+1.4% | Added |
| Riverwater Partners LLC | 4,051 | $423.4K | 0.21% | −63−1.5% | Reduced |
| X-Square Capital, LLC | 4,068 | $424.0K | 0.19% | +10.0% | Added |
| Shepherd Financial Partners LLC | 4,079 | $425.2K | 0.05% | +3+0.1% | Added |
| Park National Corp | 4,080 | $425.3K | 0.01% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 4,087 | $426.0K | 0.19% | +4,087 | New |
| Exencial Wealth Advisors, LLC | 4,089 | $426.3K | 0.02% | −113−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,105 | $427.9K | 0.04% | −755−15.5% | Reduced |
| Sapient Capital LLC | 4,105 | $427.9K | 0.01% | −3,334−44.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,108 | $428.2K | 0.00% | −8,442−67.3% | Reduced |
| RMR Wealth Builders | 4,110 | $428.4K | 0.05% | +510+14.2% | Added |
| Moloney Securities Asset Management, LLC | 4,112 | $428.6K | 0.06% | −343−7.7% | Reduced |
| McDonald Partners LLC | 4,132 | $430.8K | 0.11% | −1,424−25.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $430.8K | 0.25% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,135 | $431.0K | 0.28% | +10.0% | Added |
| Holderness Investments Co | 4,166 | $434.2K | 0.09% | −20−0.5% | Reduced |
| Fortem Financial Group, LLC | 4,181 | $435.8K | 0.18% | +253+6.4% | Added |
| Oakworth Capital, Inc. | 4,183 | $436.0K | 0.03% | −1,014−19.5% | Reduced |
| Cornerstone Wealth Management, LLC | 4,224 | $440.3K | 0.03% | −194−4.4% | Reduced |
| Salzhauer Michael | 4,225 | $440.4K | 0.28% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,228 | $440.7K | 0.06% | +378+9.8% | Added |
| Hudock, Inc. | 4,257 | $443.8K | 0.08% | −84−1.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,258 | $443.9K | 0.05% | 00.0% | Unchanged |
| First County Bank | 4,260 | $444.1K | 0.22% | +547+14.7% | Added |
| Strategic Investment Advisors | 4,264 | $444.5K | 0.05% | −1,140−21.1% | Reduced |
| Dark Forest Capital Management LP | 4,274 | $445.5K | 0.06% | +4,274 | New |
| Fort Washington Investment Advisors Inc | 4,283 | $446.5K | 0.00% | −98−2.2% | Reduced |
| Green Harvest Asset Management LLC | 4,303 | $448.5K | 0.01% | +9+0.2% | Added |
| Bank of Hawaii | 4,324 | $450.7K | 0.02% | −707−14.1% | Reduced |
| DGS Capital Management, LLC | 4,331 | $451.4K | 0.12% | +947+28.0% | Added |
| Reuter James Wealth Management, LLC | 4,339 | $452.3K | 0.08% | +4,339 | New |
| Trilogy Capital Inc. | 4,373 | $455.8K | 0.02% | +655+17.6% | Added |
| IPG Investment Advisors LLC | 4,375 | $456.1K | 0.10% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,390 | $457.6K | 0.01% | −6,604−60.1% | Reduced |
| Hancock Whitney Corp | 4,398 | $458.4K | 0.01% | −579−11.6% | Reduced |
| STAR Financial Bank | 4,408 | $459.5K | 0.31% | −688−13.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 4,420 | $460.7K | 0.00% | −89,745−95.3% | Reduced |
| Morse Asset Management, Inc | 4,424 | $461.2K | 0.10% | +295+7.1% | Added |
| Powell Investment Advisors, LLC | 4,430 | $461.7K | 0.22% | +95+2.2% | Added |
| Phillips Wealth Planners LLC | 3,866 | $462.0K | 0.44% | +1,330+52.4% | Added |
| Truvestments Capital LLC | 4,446 | $463.4K | 0.12% | +929+26.4% | Added |
| Camden National Bank | 4,448 | $463.7K | 0.07% | +4,448 | New |
| Bell & Brown Wealth Advisors, LLC | 4,456 | $464.5K | 0.18% | +29+0.7% | Added |
| Keel Point, LLC | 4,462 | $465.1K | 0.04% | +66+1.5% | Added |
| Catalina Capital Group, LLC | 4,501 | $469.1K | 0.16% | +199+4.6% | Added |
| Continuum Advisory, LLC | 3,551 | $470.3K | 0.06% | +390+12.3% | Added |
| West Oak Capital, LLC | 4,515 | $470.6K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,524 | $471.0K | 0.02% | +46+1.0% | Added |
| Ledyard National Bank | 4,528 | $472.0K | 0.04% | +32+0.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,535 | $472.7K | 0.05% | +161+3.7% | Added |
| Baron Wealth Management LLC | 4,548 | $474.1K | 0.23% | +65+1.4% | Added |
| Renaissance Investment Group LLC | 4,550 | $474.3K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,551 | $474.4K | 0.05% | −556−10.9% | Reduced |
| Forte Capital LLC | 4,555 | $474.8K | 0.05% | −248−5.2% | Reduced |
| Maven Securities LTD | 4,557 | $475.0K | 0.05% | −10,221−69.2% | Reduced |
| Cable Hill Partners, LLC | 4,561 | $475.4K | 0.05% | −236−4.9% | Reduced |
| Calton & Associates, Inc. | 4,572 | $476.6K | 0.18% | −1,150−20.1% | Reduced |
| DRW Securities, LLC | 4,579 | $477.3K | 0.03% | −7,515−62.1% | Reduced |
| Mechanics Bank Trust Department | 4,581 | $477.5K | 0.06% | −62−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 4,609 | $478.0K | 0.04% | −526−10.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,610 | $480.5K | 0.07% | +4+0.1% | Added |
| Ellevest, Inc. | 4,618 | $481.4K | 0.03% | +4,618 | New |
| Moors & Cabot, Inc. | 4,651 | $484.9K | 0.02% | −1,313−22.0% | Reduced |
| Goldstone Financial Group, LLC | 4,664 | $486.2K | 0.08% | +528+12.8% | Added |
| DT Investment Partners, LLC | 4,672 | $487.0K | 0.04% | +136+3.0% | Added |
| CNB Bank | 4,706 | $490.6K | 0.23% | −65−1.4% | Reduced |
| Insight 2811, Inc. | 4,722 | $492.2K | 0.25% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 4,766 | $496.8K | 0.05% | +39+0.8% | Added |
| Evergreen Capital Management LLC | 4,770 | $497.2K | 0.02% | +47+1.0% | Added |
| Willner & Heller, LLC | 4,787 | $499.0K | 0.44% | +44+0.9% | Added |
| Voya Financial Advisors, Inc. | 4,795 | $499.2K | 0.05% | +1,113+30.2% | Added |
| Connecticut Wealth Management, LLC | 4,795 | $499.9K | 0.02% | −216−4.3% | Reduced |
| Arista Wealth Management, LLC | 4,815 | $501.9K | 0.12% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,817 | $502.1K | 0.06% | −2,729−36.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,822 | $502.6K | 0.38% | −243−4.8% | Reduced |
| Daymark Wealth Partners, LLC | 4,834 | $503.9K | 0.02% | +751+18.4% | Added |
| Apriem Advisors | 4,851 | $505.7K | 0.06% | +740+18.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $507.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,888 | $509.5K | 0.02% | −59−1.2% | Reduced |
| CWA Asset Management Group, LLC | 4,898 | $510.6K | 0.03% | +4,898 | New |
| Rehmann Capital Advisory Group | 4,906 | $511.5K | 0.03% | −33−0.7% | Reduced |
| Centric Wealth Management | 3,896 | $512.3K | 0.14% | +2+0.1% | Added |
| Bell Bank | 4,918 | $512.7K | 0.06% | −20.0% | Reduced |
| Gsa Capital Partners LLP | 4,924 | $513.0K | 0.04% | +4,924 | New |
| AlphaCore Capital LLC | 4,923 | $513.2K | 0.12% | +446+10.0% | Added |