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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 7,633 | $795.7K | 0.15% | +1,830+31.5% | Added |
| Fullerton Fund Management Co Ltd. | 7,623 | $794.6K | 0.03% | +1,823+31.4% | Added |
| Breakwater Capital Group | 7,622 | $794.5K | 0.16% | −37−0.5% | Reduced |
| David Loasby | 7,594 | $794.1K | 0.07% | +355+4.9% | Added |
| Financial Management Professionals, Inc. | 7,586 | $791.0K | 0.10% | −171−2.2% | Reduced |
| Bank of Stockton | 7,560 | $788.1K | 0.24% | +367+5.1% | Added |
| Cypress Capital Group | 7,553 | $787.3K | 0.09% | −50−0.7% | Reduced |
| Auto-Owners Insurance Co | 7,500 | $781.8K | 0.02% | 00.0% | Unchanged |
| Independent Investors Inc | 7,483 | $780.0K | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 7,476 | $779.3K | 0.08% | +273+3.8% | Added |
| Waldron Private Wealth LLC | 7,459 | $777.5K | 0.03% | −506−6.4% | Reduced |
| US Asset Management LLC | 5,812 | $772.0K | 0.68% | −12−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 7,389 | $770.2K | 0.11% | −148−2.0% | Reduced |
| Transatlantique Private Wealth LLC | 7,376 | $768.9K | 0.30% | +499+7.3% | Added |
| HM Payson & Co | 7,310 | $762.0K | 0.01% | +1,439+24.5% | Added |
| AlphaStar Capital Management, LLC | 7,254 | $756.1K | 0.06% | +2,565+54.7% | Added |
| Charles Schwab Trust Co | 7,251 | $755.8K | 0.07% | −29−0.4% | Reduced |
| North Star Investment Management Corp. | 7,216 | $752.2K | 0.05% | −348−4.6% | Reduced |
| Robotti Robert | 7,215 | $752.1K | 0.11% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,209 | $751.5K | 0.07% | −232−3.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,197 | $750.2K | 0.02% | −551−7.1% | Reduced |
| Great Valley Advisor Group, Inc. | 7,176 | $748.0K | 0.02% | +619+9.4% | Added |
| CX Institutional | 7,139 | $744.2K | 0.03% | +536+8.1% | Added |
| Beacon Financial Group | 7,085 | $738.6K | 0.08% | −515−6.8% | Reduced |
| TriaGen Wealth Management LLC | 7,068 | $736.8K | 0.25% | 00.0% | Unchanged |
| Berkshire Bank | 7,067 | $736.7K | 0.17% | +48+0.7% | Added |
| Arkadios Wealth Advisors | 7,041 | $733.9K | 0.04% | −116−1.6% | Reduced |
| Brookstone Capital Management | 7,028 | $732.6K | 0.01% | +108+1.6% | Added |
| Evexia Wealth LLC | 6,793 | $731.2K | 0.26% | +1,459+27.4% | Added |
| Oddo BHF Asset Management SAS | 7,000 | $729.7K | 0.04% | +7,000 | New |
| Gryphon Financial Partners LLC | 6,995 | $729.1K | 0.10% | +27+0.4% | Added |
| GeoWealth Management, LLC | 6,984 | $728.0K | 0.03% | −807−10.4% | Reduced |
| Strategic Blueprint, LLC | 6,948 | $724.3K | 0.05% | −76−1.1% | Reduced |
| Inscription Capital, LLC | 6,942 | $723.7K | 0.11% | +56+0.8% | Added |
| IFG Advisors, LLC | 6,932 | $722.6K | 0.15% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,924 | $721.8K | 0.33% | +405+6.2% | Added |
| Hills Bank & Trust Co | 6,843 | $713.3K | 0.05% | −294−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 6,841 | $713.1K | 0.01% | +869+14.6% | Added |
| Cookson Peirce & Co Inc | 6,793 | $708.1K | 0.03% | −524−7.2% | Reduced |
| Eads & Heald Wealth Management | 6,763 | $705.0K | 0.33% | +460+7.3% | Added |
| Affinity Investment Advisors, LLC | 6,762 | $704.9K | 0.48% | +30+0.4% | Added |
| Anchor Investment Management, LLC | 6,760 | $704.7K | 0.07% | −24−0.4% | Reduced |
| 1832 Asset Management L.P. | 6,758 | $704.5K | 0.00% | −88−1.3% | Reduced |
| First Foundation Advisors | 6,738 | $702.4K | 0.03% | +621+10.2% | Added |
| Meridian Investment Counsel Inc. | 6,735 | $702.1K | 0.21% | −450−6.3% | 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 |
| Belpointe Asset Management LLC | 6,687 | $697.1K | 0.04% | −900−11.9% | Reduced |
| Diversify Wealth Management, LLC | 5,891 | $696.8K | 0.07% | +606+11.5% | Added |
| LexAurum Advisors, LLC | 6,667 | $695.0K | 0.15% | −159−2.3% | Reduced |
| Empire Financial Management Company, LLC | 6,662 | $694.4K | 0.21% | −187−2.7% | Reduced |
| Clifford Group, LLC | 6,652 | $693.4K | 0.54% | −339−4.8% | Reduced |
| Wharton Business Group, LLC | 6,649 | $693.0K | 0.03% | +860+14.9% | Added |
| Catalyst Financial Partners LLC | 6,645 | $692.6K | 0.14% | +368+5.9% | Added |
| Financial Engines Advisors L.L.C. | 6,638 | $691.9K | 0.00% | −42−0.6% | Reduced |
| Graypoint LLC | 6,633 | $691.4K | 0.04% | +487+7.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $689.7K | 0.14% | +673+11.3% | Added |
| Kingsview Wealth Management, LLC | 6,616 | $689.6K | 0.01% | +1,025+18.3% | Added |
| Advisors Capital Management, LLC | 6,611 | $689.0K | 0.01% | +300+4.8% | Added |
| Harbor Advisors LLC | 6,608 | $688.8K | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,800 | $685.7K | 0.05% | −28−0.5% | Reduced |
| SageView Advisory Group, LLC | 6,574 | $685.2K | 0.03% | −5,228−44.3% | Reduced |
| Zacks Investment Management | 6,573 | $685.2K | 0.01% | −197−2.9% | Reduced |
| Kesler, Norman & Wride, LLC | 6,572 | $685.1K | 0.13% | −313−4.5% | Reduced |
| San Luis Wealth Advisors LLC | 6,571 | $685.0K | 0.14% | +3,427+109.0% | Added |
| Fortitude Advisory Group L.L.C. | 6,561 | $683.9K | 0.43% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,553 | $683.0K | 0.23% | +4,248+184.3% | Added |
| Visionary Wealth Advisors | 6,529 | $680.6K | 0.04% | −17−0.3% | Reduced |
| Arbor Investment Advisors, LLC | 6,490 | $676.5K | 0.09% | +1,030+18.9% | Added |
| Lee Danner & Bass Inc | 6,463 | $674.0K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 6,375 | $664.5K | 0.11% | −55−0.9% | Reduced |
| Alera Investment Advisors, LLC | 6,363 | $663.3K | 0.08% | −304−4.6% | Reduced |
| CFS Investment Advisory Services, LLC | 6,360 | $663.0K | 0.06% | −6,304−49.8% | Reduced |
| Welch & Forbes LLC | 6,329 | $659.7K | 0.01% | −79−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 6,310 | $657.8K | 0.02% | +76+1.2% | Added |
| Personal Cfo Solutions, LLC | 6,294 | $656.1K | 0.09% | −83−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 6,247 | $654.8K | 0.11% | +2,539+68.5% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $650.8K | 0.35% | 00.0% | Unchanged |
| Bank of New Hampshire | 6,220 | $648.4K | 0.16% | −2,203−26.2% | Reduced |
| Jefferies Financial Group Inc. | 6,215 | $647.9K | 0.01% | +6,215 | New |
| Burke & Herbert Bank & Trust Co | 6,200 | $646.3K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,162 | $642.4K | 0.04% | +178+3.0% | Added |
| Sage Mountain Advisors LLC | 6,152 | $641.3K | 0.05% | +344+5.9% | Added |
| Copley Financial Group, Inc. | 6,149 | $641.0K | 0.58% | +6,149 | New |
| Gladstone Institutional Advisory LLC | 6,114 | $637.3K | 0.03% | +12+0.2% | Added |
| Empower Advisory Group, LLC | 6,111 | $637.0K | 0.00% | +23+0.4% | Added |
| Lindbrook Capital, LLC | 6,083 | $634.1K | 0.06% | +388+6.8% | Added |
| Aigen Investment Management, LP | 6,070 | $632.7K | 0.12% | +6,070 | New |
| Rosenblum Silverman Sutton S F Inc | 6,067 | $632.4K | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,052 | $631.0K | 0.27% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,050 | $630.7K | 0.44% | −379−5.9% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 6,049 | $630.5K | 0.01% | +6,049 | New |
| Pacitti Group Inc. | 6,018 | $627.4K | 0.30% | +50+0.8% | Added |
| Quilter Plc | 6,015 | $627.0K | 0.01% | −925−13.3% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $625.4K | 0.10% | 00.0% | Unchanged |
| Mosley Wealth Management | 5,282 | $624.8K | 0.43% | +602+12.9% | Added |
| Grove Bank & Trust | 5,988 | $624.2K | 0.09% | −314−5.0% | Reduced |
| Davis R M Inc | 5,984 | $623.8K | 0.01% | +20.0% | Added |
| Legacy Financial Advisors, Inc. | 5,979 | $623.3K | 0.10% | −1,022−14.6% | Reduced |
| Barlow Wealth Partners, Inc. | 5,782 | $622.4K | 0.08% | 00.0% | Unchanged |