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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 6,310 | $657.8K | 0.02% | +76+1.2% | Added |
| Welch & Forbes LLC | 6,329 | $659.7K | 0.01% | −79−1.2% | Reduced |
| CFS Investment Advisory Services, LLC | 6,360 | $663.0K | 0.06% | −6,304−49.8% | Reduced |
| Alera Investment Advisors, LLC | 6,363 | $663.3K | 0.08% | −304−4.6% | Reduced |
| Somerville Kurt F | 6,375 | $664.5K | 0.11% | −55−0.9% | Reduced |
| Lee Danner & Bass Inc | 6,463 | $674.0K | 0.05% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 6,490 | $676.5K | 0.09% | +1,030+18.9% | Added |
| Visionary Wealth Advisors | 6,529 | $680.6K | 0.04% | −17−0.3% | Reduced |
| Fielder Capital Group LLC | 6,553 | $683.0K | 0.23% | +4,248+184.3% | Added |
| Fortitude Advisory Group L.L.C. | 6,561 | $683.9K | 0.43% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 6,571 | $685.0K | 0.14% | +3,427+109.0% | Added |
| Kesler, Norman & Wride, LLC | 6,572 | $685.1K | 0.13% | −313−4.5% | Reduced |
| Zacks Investment Management | 6,573 | $685.2K | 0.01% | −197−2.9% | Reduced |
| SageView Advisory Group, LLC | 6,574 | $685.2K | 0.03% | −5,228−44.3% | Reduced |
| Essex Financial Services, Inc. | 5,800 | $685.7K | 0.05% | −28−0.5% | Reduced |
| Harbor Advisors LLC | 6,608 | $688.8K | 0.12% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,611 | $689.0K | 0.01% | +300+4.8% | Added |
| Kingsview Wealth Management, LLC | 6,616 | $689.6K | 0.01% | +1,025+18.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $689.7K | 0.14% | +673+11.3% | Added |
| Graypoint LLC | 6,633 | $691.4K | 0.04% | +487+7.9% | Added |
| Financial Engines Advisors L.L.C. | 6,638 | $691.9K | 0.00% | −42−0.6% | Reduced |
| Catalyst Financial Partners LLC | 6,645 | $692.6K | 0.14% | +368+5.9% | Added |
| Wharton Business Group, LLC | 6,649 | $693.0K | 0.03% | +860+14.9% | Added |
| Clifford Group, LLC | 6,652 | $693.4K | 0.54% | −339−4.8% | Reduced |
| Empire Financial Management Company, LLC | 6,662 | $694.4K | 0.21% | −187−2.7% | Reduced |
| LexAurum Advisors, LLC | 6,667 | $695.0K | 0.15% | −159−2.3% | Reduced |
| Diversify Wealth Management, LLC | 5,891 | $696.8K | 0.07% | +606+11.5% | Added |
| Belpointe Asset Management LLC | 6,687 | $697.1K | 0.04% | −900−11.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,724 | $701.0K | 0.07% | −500−6.9% | Reduced |
| Canton Hathaway, LLC | 6,725 | $701.0K | 0.18% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,735 | $702.1K | 0.21% | −450−6.3% | Reduced |
| First Foundation Advisors | 6,738 | $702.4K | 0.03% | +621+10.2% | Added |
| 1832 Asset Management L.P. | 6,758 | $704.5K | 0.00% | −88−1.3% | Reduced |
| Anchor Investment Management, LLC | 6,760 | $704.7K | 0.07% | −24−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 6,762 | $704.9K | 0.48% | +30+0.4% | Added |
| Eads & Heald Wealth Management | 6,763 | $705.0K | 0.33% | +460+7.3% | Added |
| Cookson Peirce & Co Inc | 6,793 | $708.1K | 0.03% | −524−7.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,841 | $713.1K | 0.01% | +869+14.6% | Added |
| Hills Bank & Trust Co | 6,843 | $713.3K | 0.05% | −294−4.1% | Reduced |
| Beta Wealth Group, Inc. | 6,924 | $721.8K | 0.33% | +405+6.2% | Added |
| IFG Advisors, LLC | 6,932 | $722.6K | 0.15% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,942 | $723.7K | 0.11% | +56+0.8% | Added |
| Strategic Blueprint, LLC | 6,948 | $724.3K | 0.05% | −76−1.1% | Reduced |
| GeoWealth Management, LLC | 6,984 | $728.0K | 0.03% | −807−10.4% | Reduced |
| Gryphon Financial Partners LLC | 6,995 | $729.1K | 0.10% | +27+0.4% | Added |
| Oddo BHF Asset Management SAS | 7,000 | $729.7K | 0.04% | +7,000 | New |
| Evexia Wealth LLC | 6,793 | $731.2K | 0.26% | +1,459+27.4% | Added |
| Brookstone Capital Management | 7,028 | $732.6K | 0.01% | +108+1.6% | Added |
| Arkadios Wealth Advisors | 7,041 | $733.9K | 0.04% | −116−1.6% | Reduced |
| Berkshire Bank | 7,067 | $736.7K | 0.17% | +48+0.7% | Added |
| TriaGen Wealth Management LLC | 7,068 | $736.8K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Group | 7,085 | $738.6K | 0.08% | −515−6.8% | Reduced |
| CX Institutional | 7,139 | $744.2K | 0.03% | +536+8.1% | Added |
| Great Valley Advisor Group, Inc. | 7,176 | $748.0K | 0.02% | +619+9.4% | Added |
| Signature Estate & Investment Advisors LLC | 7,197 | $750.2K | 0.02% | −551−7.1% | Reduced |
| Sunbelt Securities, Inc. | 7,209 | $751.5K | 0.07% | −232−3.1% | Reduced |
| Robotti Robert | 7,215 | $752.1K | 0.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,216 | $752.2K | 0.05% | −348−4.6% | Reduced |
| Charles Schwab Trust Co | 7,251 | $755.8K | 0.07% | −29−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 7,254 | $756.1K | 0.06% | +2,565+54.7% | Added |
| HM Payson & Co | 7,310 | $762.0K | 0.01% | +1,439+24.5% | Added |
| Transatlantique Private Wealth LLC | 7,376 | $768.9K | 0.30% | +499+7.3% | Added |
| MidWestOne Financial Group, Inc. | 7,389 | $770.2K | 0.11% | −148−2.0% | Reduced |
| US Asset Management LLC | 5,812 | $772.0K | 0.68% | −12−0.2% | Reduced |
| Waldron Private Wealth LLC | 7,459 | $777.5K | 0.03% | −506−6.4% | Reduced |
| Private Trust Co NA | 7,476 | $779.3K | 0.08% | +273+3.8% | Added |
| Independent Investors Inc | 7,483 | $780.0K | 0.16% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,500 | $781.8K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 7,553 | $787.3K | 0.09% | −50−0.7% | Reduced |
| Bank of Stockton | 7,560 | $788.1K | 0.24% | +367+5.1% | Added |
| Financial Management Professionals, Inc. | 7,586 | $791.0K | 0.10% | −171−2.2% | Reduced |
| David Loasby | 7,594 | $794.1K | 0.07% | +355+4.9% | Added |
| Breakwater Capital Group | 7,622 | $794.5K | 0.16% | −37−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 7,623 | $794.6K | 0.03% | +1,823+31.4% | Added |
| Westover Capital Advisors, LLC | 7,633 | $795.7K | 0.15% | +1,830+31.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,687 | $801.3K | 0.07% | −1,387−15.3% | Reduced |
| Bull Street Advisors, LLC | 7,729 | $806.0K | 0.37% | −470−5.7% | Reduced |
| Mindset Wealth Management, LLC | 7,750 | $807.9K | 0.33% | +7,750 | New |
| Genesee Capital Advisors, LLC | 7,761 | $809.0K | 0.39% | −268−3.3% | Reduced |
| KPP Advisory Services LLC | 7,769 | $809.9K | 0.19% | +475+6.5% | Added |
| Voloridge Investment Management, LLC | 7,777 | $810.7K | 0.00% | +7,777 | New |
| Cim Investment Mangement Inc | 7,789 | $811.9K | 0.24% | −193−2.4% | Reduced |
| Nilsine Partners, LLC | 7,811 | $814.2K | 0.11% | −334−4.1% | Reduced |
| Miracle Mile Advisors, LLC | 7,812 | $814.3K | 0.02% | +394+5.3% | Added |
| Mechanics Financial Corp | 7,823 | $815.5K | 0.36% | +225+3.0% | Added |
| Resurgent Financial Advisors LLC | 7,841 | $817.3K | 0.48% | +935+13.5% | Added |
| Perpetual Ltd | 7,852 | $818.5K | 0.01% | −272−3.3% | Reduced |
| Herold Advisors, Inc. | 7,853 | $818.6K | 0.18% | +327+4.3% | Added |
| Chicago Partners Investment Group LLC | 6,935 | $820.3K | 0.03% | +505+7.9% | Added |
| Rothschild Investment LLC | 7,875 | $820.9K | 0.05% | −9−0.1% | Reduced |
| Intrua Financial, LLC | 7,885 | $821.9K | 0.13% | −103−1.3% | Reduced |
| Operose Advisors LLC | 7,888 | $822.3K | 0.27% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,908 | $824.4K | 0.06% | +823+11.6% | Added |
| Merit Financial Group, LLC | 7,954 | $829.2K | 0.02% | −3,635−31.4% | Reduced |
| Patton Albertson Miller Group, LLC | 7,963 | $830.0K | 0.11% | +52+0.7% | Added |
| Claro Advisors LLC | 7,994 | $833.3K | 0.11% | +213+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 8,000 | $833.9K | 0.13% | −540−6.3% | Reduced |
| O'Neil Global Advisors, Inc. | 8,000 | $834.0K | 0.21% | +8,000 | New |
| Corsair Capital Management, L.P. | 8,003 | $834.2K | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,018 | $835.8K | 0.01% | −42,315−84.1% | Reduced |