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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 10,358 | $1.08M | 0.02% | +2,019+24.2% | Added |
| Premier Path Wealth Partners, LLC | 10,343 | $1.08M | 0.17% | −292−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,294 | $1.07M | 0.22% | −236−2.2% | Reduced |
| Summit Trail Advisors, LLC | 10,237 | $1.07M | 0.03% | +1,131+12.4% | Added |
| Donald L. Hagan, LLC | 10,228 | $1.07M | 0.54% | +50.0% | Added |
| CFM Wealth Partners LLC | 10,171 | $1.06M | 0.19% | +2,003+24.5% | Added |
| Avidian Wealth Solutions, LLC | 10,065 | $1.05M | 0.05% | −680−6.3% | Reduced |
| Roberts Capital Advisors, LLC | 10,061 | $1.05M | 0.90% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 10,023 | $1.04M | 0.27% | −145−1.4% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,954 | $1.04M | 0.08% | +6,050+155.0% | Added |
| Investors Research Corp | 9,950 | $1.04M | 0.23% | −2,466−19.9% | Reduced |
| Fort Point Capital Partners LLC | 9,907 | $1.03M | 0.13% | +45+0.5% | Added |
| Choate Investment Advisors | 9,901 | $1.03M | 0.03% | +198+2.0% | Added |
| Rpo LLC | 9,871 | $1.03M | 1.53% | −10,500−51.5% | Reduced |
| Old National Bancorp | 9,818 | $1.02M | 0.02% | −1,680−14.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,797 | $1.02M | 0.10% | −1,025−9.5% | Reduced |
| Howard Capital Management Inc. | 9,768 | $1.02M | 0.02% | +9,768 | New |
| Rockland Trust Co | 9,725 | $1.01M | 0.05% | +364+3.9% | Added |
| Shulman DeMeo Asset Management LLC | 7,715 | $1.01M | 0.25% | −18−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,708 | $1.01M | 0.09% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 9,689 | $1.01M | 0.31% | +270+2.9% | Added |
| Legacy Bridge, LLC | 9,658 | $1.01M | 0.54% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 9,589 | $999.6K | 0.48% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,557 | $995.0K | 0.12% | +2,945+44.5% | Added |
| Good Life Advisors, LLC | 9,513 | $991.5K | 0.06% | +931+10.8% | Added |
| Argus Investors' Counsel, Inc. | 9,400 | $979.9K | 0.64% | −3,780−28.7% | Reduced |
| W Advisors, LLC | 9,348 | $974.5K | 0.60% | +20+0.2% | Added |
| Sienna Gestion | 9,346 | $971.9K | 0.06% | +9,346 | New |
| First Citizens Financial Corp | 9,319 | $971.4K | 0.51% | +69+0.7% | Added |
| Modera Wealth Management, LLC | 9,308 | $970.3K | 0.01% | +410+4.6% | Added |
| Carmel Capital Partners, LLC | 9,248 | $964.0K | 0.37% | +275+3.1% | Added |
| Winton Group Ltd | 9,222 | $961.3K | 0.07% | +9,222 | New |
| Eastern Bank | 9,218 | $960.9K | 0.02% | +6,436+231.3% | Added |
| Texas Capital Bancshares Inc | 9,214 | $960.5K | 0.39% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 9,188 | $958.0K | 0.06% | −4,189−31.3% | Reduced |
| Pacific Global Investment Management CO | 9,164 | $955.3K | 0.17% | −7−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $953.1K | 0.05% | +6,981+322.9% | Added |
| Retirement Planning Co of New England, Inc. | 9,104 | $949.0K | 0.47% | −252−2.7% | Reduced |
| Busey Wealth Management | 8,944 | $932.3K | 0.03% | +78+0.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,907 | $928.5K | 0.03% | +3,315+59.3% | Added |
| KLCM Advisors, Inc. | 8,818 | $919.2K | 0.11% | +82+0.9% | Added |
| Pennsylvania Capital Management Inc | 8,792 | $916.5K | 0.33% | +35+0.4% | Added |
| IHT Wealth Management, LLC | 8,777 | $915.4K | 0.03% | +708+8.8% | Added |
| IFP Advisors, Inc | 8,761 | $913.4K | 0.03% | +3,762+75.3% | Added |
| Orion Capital Management LLC | 8,740 | $911.1K | 0.44% | +350+4.2% | Added |
| Jmac Enterprises LLC | 8,700 | $906.9K | 0.14% | +1,100+14.5% | Added |
| Csenge Advisory Group | 8,209 | $906.8K | 0.05% | −561−6.4% | Reduced |
| Wealth Alliance | 8,687 | $905.6K | 0.11% | +4,989+134.9% | Added |
| Private Portfolio Partners LLC | 8,666 | $903.3K | 0.17% | +8,666 | New |
| E&G Advisors, LP | 8,710 | $898.0K | 0.25% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 8,600 | $896.4K | 0.56% | +1,381+19.1% | Added |
| LSV Asset Management | 8,600 | $896.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $891.3K | 0.96% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 8,511 | $887.0K | 0.74% | +8,511 | New |
| Mint Tower Capital Management B.V. | 8,500 | $886.0K | 0.30% | −3,000−26.1% | Reduced |
| Asset Dedication, LLC | 8,472 | $883.1K | 0.06% | +242+2.9% | Added |
| Meiji Yasuda Life Insurance Co | 8,450 | $880.8K | 0.02% | −45,602−84.4% | Reduced |
| Paladin Wealth, LLC | 8,438 | $879.6K | 0.77% | +8,438 | New |
| Sage Rhino Capital LLC | 8,431 | $878.8K | 0.19% | −450−5.1% | Reduced |
| Icon Wealth Advisors, LLC | 8,425 | $878.3K | 0.07% | +2,844+51.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,407 | $876.4K | 0.03% | −267−3.1% | Reduced |
| TRUE Private Wealth Advisors | 8,267 | $861.8K | 0.10% | −329−3.8% | Reduced |
| Terry L. Blaker | 8,261 | $861.1K | 0.03% | −1,792−17.8% | Reduced |
| Axq Capital, LP | 8,235 | $858.4K | 0.26% | +8,235 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,193 | $854.0K | 0.08% | −824−9.1% | Reduced |
| Aaron Wealth Advisors | 8,183 | $853.0K | 0.10% | +1,826+28.7% | Added |
| LGT Fund Management Co Ltd. | 8,147 | $851.5K | 0.09% | +205+2.6% | Added |
| Cidel Asset Management Inc | 8,155 | $850.1K | 0.06% | +125+1.6% | Added |
| Net Worth Advisory Group | 8,134 | $847.9K | 0.25% | +8,134 | New |
| Castle Wealth Management LLC | 8,132 | $847.7K | 0.34% | −3,273−28.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,079 | $842.2K | 0.07% | +1,309+19.3% | Added |
| Raleigh Capital Management Inc. | 8,062 | $840.4K | 0.32% | +7,706+2,164.6% | Added |
| Portside Wealth Group, LLC | 8,042 | $838.3K | 0.14% | +1,030+14.7% | Added |
| Mission Wealth Management, LP | 8,031 | $837.1K | 0.02% | −470−5.5% | Reduced |
| Verition Fund Management LLC | 8,018 | $835.8K | 0.01% | −42,315−84.1% | Reduced |
| Corsair Capital Management, L.P. | 8,003 | $834.2K | 0.20% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 8,000 | $834.0K | 0.21% | +8,000 | New |
| Sompo Asset Management Co., Ltd. | 8,000 | $833.9K | 0.13% | −540−6.3% | Reduced |
| Claro Advisors LLC | 7,994 | $833.3K | 0.11% | +213+2.7% | Added |
| Patton Albertson Miller Group, LLC | 7,963 | $830.0K | 0.11% | +52+0.7% | Added |
| Merit Financial Group, LLC | 7,954 | $829.2K | 0.02% | −3,635−31.4% | Reduced |
| Regal Investment Advisors LLC | 7,908 | $824.4K | 0.06% | +823+11.6% | Added |
| Operose Advisors LLC | 7,888 | $822.3K | 0.27% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,885 | $821.9K | 0.13% | −103−1.3% | Reduced |
| Rothschild Investment LLC | 7,875 | $820.9K | 0.05% | −9−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,935 | $820.3K | 0.03% | +505+7.9% | Added |
| Herold Advisors, Inc. | 7,853 | $818.6K | 0.18% | +327+4.3% | Added |
| Perpetual Ltd | 7,852 | $818.5K | 0.01% | −272−3.3% | Reduced |
| Resurgent Financial Advisors LLC | 7,841 | $817.3K | 0.48% | +935+13.5% | Added |
| Mechanics Financial Corp | 7,823 | $815.5K | 0.36% | +225+3.0% | Added |
| Miracle Mile Advisors, LLC | 7,812 | $814.3K | 0.02% | +394+5.3% | Added |
| Nilsine Partners, LLC | 7,811 | $814.2K | 0.11% | −334−4.1% | Reduced |
| Cim Investment Mangement Inc | 7,789 | $811.9K | 0.24% | −193−2.4% | Reduced |
| Voloridge Investment Management, LLC | 7,777 | $810.7K | 0.00% | +7,777 | New |
| KPP Advisory Services LLC | 7,769 | $809.9K | 0.19% | +475+6.5% | Added |
| Genesee Capital Advisors, LLC | 7,761 | $809.0K | 0.39% | −268−3.3% | Reduced |
| Mindset Wealth Management, LLC | 7,750 | $807.9K | 0.33% | +7,750 | New |
| Bull Street Advisors, LLC | 7,729 | $806.0K | 0.37% | −470−5.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,687 | $801.3K | 0.07% | −1,387−15.3% | Reduced |