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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 4,938 | $514.7K | 0.10% | −119−2.4% | Reduced |
| Morningstar Investment Services LLC | 4,951 | $515.0K | 0.01% | +742+17.6% | Added |
| Register Financial Advisors LLC | 4,942 | $515.1K | 0.26% | +3+0.1% | Added |
| ASB Consultores, LLC | 4,944 | $515.4K | 0.20% | −392−7.3% | Reduced |
| Private Capital Management LLC | 4,945 | $515.5K | 0.09% | +356+7.8% | Added |
| L2 Asset Management, LLC | 4,952 | $516.2K | 0.14% | +167+3.5% | Added |
| Evernest Financial Advisors, LLC | 4,967 | $517.8K | 0.14% | −80−1.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 4,979 | $519.0K | 0.13% | +4,979 | New |
| De Lisle Partners LLP | 5,000 | $521.2K | 0.08% | +5,000 | New |
| Vivaldi Capital Management, LLC | 5,006 | $521.8K | 0.15% | −94−1.8% | Reduced |
| Arcataur Capital Management LLC | 5,007 | $521.9K | 0.18% | −5−0.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,046 | $526.0K | 0.38% | +5,046 | New |
| HBK Sorce Advisory LLC | 5,049 | $526.3K | 0.02% | +547+12.2% | Added |
| Addison Advisors LLC | 5,069 | $528.4K | 0.15% | −119−2.3% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $529.7K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,085 | $530.1K | 0.02% | +60+1.2% | Added |
| BKD Wealth Advisors, LLC | 5,106 | $532.3K | 0.01% | +133+2.7% | Added |
| Hexagon Capital Partners LLC | 5,144 | $536.3K | 0.10% | +50+1.0% | Added |
| Rogco, LP | 5,155 | $537.4K | 0.21% | −42−0.8% | Reduced |
| Childress Capital Advisors, LLC | 5,163 | $538.3K | 0.15% | +114+2.3% | Added |
| Humankind Investments LLC | 5,177 | $539.6K | 0.19% | +236+4.8% | Added |
| Everhart Financial Group, Inc. | 5,205 | $542.6K | 0.12% | +1,175+29.2% | Added |
| SlateStone Wealth, LLC | 5,212 | $543.0K | 0.05% | +191+3.8% | Added |
| Integris Wealth Management, LLC | 5,231 | $545.3K | 0.15% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,257 | $548.0K | 0.05% | +505+10.6% | Added |
| Johnson Investment Counsel Inc | 5,276 | $550.0K | 0.01% | +2,265+75.2% | Added |
| Pinnacle Financial Partners Inc | 5,313 | $553.8K | 0.01% | +707+15.3% | Added |
| Capital Square, LLC | 5,347 | $557.4K | 0.34% | −412−7.2% | Reduced |
| Peoples Bank | 5,349 | $557.6K | 0.28% | +223+4.4% | Added |
| Legacy Capital Group California, Inc. | 5,355 | $558.2K | 0.19% | −391−6.8% | Reduced |
| Buckingham Strategic Partners | 5,357 | $558.4K | 0.01% | +1,081+25.3% | Added |
| Canopy Partners, LLC | 5,394 | $562.3K | 0.24% | +10+0.2% | Added |
| Bahl & Gaynor Inc | 5,400 | $562.9K | 0.00% | −122−2.2% | Reduced |
| Northern Financial Advisors Inc | 5,406 | $563.5K | 0.43% | +107+2.0% | Added |
| Heritage Wealth Advisors | 5,417 | $564.7K | 0.03% | −362−6.3% | Reduced |
| Adirondack Trust Co | 5,421 | $565.1K | 0.22% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,433 | $566.3K | 0.01% | +274+5.3% | Added |
| Orca Investment Management, LLC | 5,454 | $568.5K | 0.51% | −583−9.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $569.4K | 0.05% | +494+9.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,465 | $569.7K | 0.08% | −149−2.7% | Reduced |
| Financial Advisors, LLC | 5,476 | $570.8K | 0.11% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 5,483 | $571.5K | 0.24% | +74+1.4% | Added |
| BSW Wealth Partners | 5,488 | $572.1K | 0.09% | +480+9.6% | Added |
| Pinnacle Bancorp, Inc. | 5,490 | $572.3K | 0.15% | +540+10.9% | Added |
| Douglass Winthrop Advisors, LLC | 5,502 | $573.5K | 0.01% | −139−2.5% | Reduced |
| Catalytic Wealth RIA, LLC | 5,551 | $578.6K | 0.10% | +5,551 | New |
| Chapin Davis, Inc. | 5,584 | $582.0K | 0.19% | −91−1.6% | Reduced |
| Strait & Sound Wealth Management LLC | 5,610 | $584.8K | 0.28% | +1,009+21.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,634 | $587.3K | 0.02% | −603−9.7% | Reduced |
| Washburn Capital Management, Inc. | 5,680 | $592.1K | 0.42% | −896−13.6% | Reduced |
| Wealth Effects LLC | 5,700 | $594.2K | 0.21% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,709 | $595.1K | 0.05% | +1,211+26.9% | Added |
| PDS Planning, Inc | 5,713 | $595.5K | 0.05% | +115+2.1% | Added |
| LM Advisors LLC | 5,721 | $596.0K | 0.12% | −6,000−51.2% | Reduced |
| Ocean Capital Management, LLC | 5,734 | $597.7K | 0.14% | +5,734 | New |
| Legacy Advisors, LLC | 5,739 | $598.2K | 0.06% | +794+16.1% | Added |
| Prio Wealth Limited Partnership | 5,764 | $600.8K | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,776 | $602.1K | 0.13% | −56−1.0% | Reduced |
| Chase Investment Counsel Corp | 5,803 | $604.0K | 0.20% | +264+4.8% | Added |
| Shufro Rose & Co LLC | 6,220 | $604.5K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,802 | $604.9K | 0.03% | +411+7.6% | Added |
| Teza Capital Management LLC | 5,803 | $604.9K | 0.07% | −72,531−92.6% | Reduced |
| Berger Financial Group, Inc | 5,835 | $608.2K | 0.04% | +65+1.1% | Added |
| Syon Capital LLC | 5,836 | $608.3K | 0.05% | +142+2.5% | Added |
| CBOE Vest Financial, LLC | 5,841 | $608.9K | 0.01% | +5,841 | New |
| Red Lighthouse Investment Management, LLC | 5,845 | $609.3K | 0.24% | −10.0% | Reduced |
| Tributary Capital Management, LLC | 5,850 | $609.8K | 0.05% | −180−3.0% | Reduced |
| First American Trust, FSB | 5,859 | $610.7K | 0.06% | −152−2.5% | Reduced |
| Mach-1 Financial Group, Inc. | 5,866 | $611.6K | 0.38% | −176−2.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,890 | $614.0K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,904 | $615.5K | 0.06% | +289+5.1% | Added |
| First Dallas Securities Inc. | 5,912 | $616.3K | 0.26% | −1,300−18.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $617.5K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,932 | $618.4K | 0.01% | −4,456−42.9% | Reduced |
| Resonant Capital Advisors, LLC | 5,946 | $619.8K | 0.05% | +178+3.1% | Added |
| Barlow Wealth Partners, Inc. | 5,782 | $622.4K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,979 | $623.3K | 0.10% | −1,022−14.6% | Reduced |
| Davis R M Inc | 5,984 | $623.8K | 0.01% | +20.0% | Added |
| Grove Bank & Trust | 5,988 | $624.2K | 0.09% | −314−5.0% | Reduced |
| Mosley Wealth Management | 5,282 | $624.8K | 0.43% | +602+12.9% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $625.4K | 0.10% | 00.0% | Unchanged |
| Quilter Plc | 6,015 | $627.0K | 0.01% | −925−13.3% | Reduced |
| Pacitti Group Inc. | 6,018 | $627.4K | 0.30% | +50+0.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 6,049 | $630.5K | 0.01% | +6,049 | New |
| Sippican Capital Advisors | 6,050 | $630.7K | 0.44% | −379−5.9% | Reduced |
| Sentry Investment Management LLC | 6,052 | $631.0K | 0.27% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $632.4K | 0.16% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,070 | $632.7K | 0.12% | +6,070 | New |
| Lindbrook Capital, LLC | 6,083 | $634.1K | 0.06% | +388+6.8% | Added |
| Empower Advisory Group, LLC | 6,111 | $637.0K | 0.00% | +23+0.4% | Added |
| Gladstone Institutional Advisory LLC | 6,114 | $637.3K | 0.03% | +12+0.2% | Added |
| Copley Financial Group, Inc. | 6,149 | $641.0K | 0.58% | +6,149 | New |
| Sage Mountain Advisors LLC | 6,152 | $641.3K | 0.05% | +344+5.9% | Added |
| Western Wealth Management, LLC | 6,162 | $642.4K | 0.04% | +178+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 6,200 | $646.3K | 0.15% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,215 | $647.9K | 0.01% | +6,215 | New |
| Bank of New Hampshire | 6,220 | $648.4K | 0.16% | −2,203−26.2% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $650.8K | 0.35% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 6,247 | $654.8K | 0.11% | +2,539+68.5% | Added |
| Personal Cfo Solutions, LLC | 6,294 | $656.1K | 0.09% | −83−1.3% | Reduced |