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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 5,946 | $619.8K | 0.05% | +178+3.1% | Added |
| Jump Financial, LLC | 5,932 | $618.4K | 0.01% | −4,456−42.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $617.5K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 5,912 | $616.3K | 0.26% | −1,300−18.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,904 | $615.5K | 0.06% | +289+5.1% | Added |
| Ramirez Asset Management, Inc. | 5,890 | $614.0K | 0.12% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,866 | $611.6K | 0.38% | −176−2.9% | Reduced |
| First American Trust, FSB | 5,859 | $610.7K | 0.06% | −152−2.5% | Reduced |
| Tributary Capital Management, LLC | 5,850 | $609.8K | 0.05% | −180−3.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,845 | $609.3K | 0.24% | −10.0% | Reduced |
| CBOE Vest Financial, LLC | 5,841 | $608.9K | 0.01% | +5,841 | New |
| Syon Capital LLC | 5,836 | $608.3K | 0.05% | +142+2.5% | Added |
| Berger Financial Group, Inc | 5,835 | $608.2K | 0.04% | +65+1.1% | Added |
| Teza Capital Management LLC | 5,803 | $604.9K | 0.07% | −72,531−92.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,802 | $604.9K | 0.03% | +411+7.6% | Added |
| Shufro Rose & Co LLC | 6,220 | $604.5K | 0.05% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 5,803 | $604.0K | 0.20% | +264+4.8% | Added |
| Curbstone Financial Management Corp | 5,776 | $602.1K | 0.13% | −56−1.0% | Reduced |
| Prio Wealth Limited Partnership | 5,764 | $600.8K | 0.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,739 | $598.2K | 0.06% | +794+16.1% | Added |
| Ocean Capital Management, LLC | 5,734 | $597.7K | 0.14% | +5,734 | New |
| LM Advisors LLC | 5,721 | $596.0K | 0.12% | −6,000−51.2% | Reduced |
| PDS Planning, Inc | 5,713 | $595.5K | 0.05% | +115+2.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,709 | $595.1K | 0.05% | +1,211+26.9% | Added |
| Wealth Effects LLC | 5,700 | $594.2K | 0.21% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 5,680 | $592.1K | 0.42% | −896−13.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,634 | $587.3K | 0.02% | −603−9.7% | Reduced |
| Strait & Sound Wealth Management LLC | 5,610 | $584.8K | 0.28% | +1,009+21.9% | Added |
| Chapin Davis, Inc. | 5,584 | $582.0K | 0.19% | −91−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 5,551 | $578.6K | 0.10% | +5,551 | New |
| Douglass Winthrop Advisors, LLC | 5,502 | $573.5K | 0.01% | −139−2.5% | Reduced |
| Pinnacle Bancorp, Inc. | 5,490 | $572.3K | 0.15% | +540+10.9% | Added |
| BSW Wealth Partners | 5,488 | $572.1K | 0.09% | +480+9.6% | Added |
| Lazari Capital Management, Inc. | 5,483 | $571.5K | 0.24% | +74+1.4% | Added |
| Financial Advisors, LLC | 5,476 | $570.8K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,465 | $569.7K | 0.08% | −149−2.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $569.4K | 0.05% | +494+9.9% | Added |
| Orca Investment Management, LLC | 5,454 | $568.5K | 0.51% | −583−9.7% | Reduced |
| Adviser Investments LLC | 5,433 | $566.3K | 0.01% | +274+5.3% | Added |
| Adirondack Trust Co | 5,421 | $565.1K | 0.22% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,417 | $564.7K | 0.03% | −362−6.3% | Reduced |
| Northern Financial Advisors Inc | 5,406 | $563.5K | 0.43% | +107+2.0% | Added |
| Bahl & Gaynor Inc | 5,400 | $562.9K | 0.00% | −122−2.2% | Reduced |
| Canopy Partners, LLC | 5,394 | $562.3K | 0.24% | +10+0.2% | Added |
| Buckingham Strategic Partners | 5,357 | $558.4K | 0.01% | +1,081+25.3% | Added |
| Legacy Capital Group California, Inc. | 5,355 | $558.2K | 0.19% | −391−6.8% | Reduced |
| Peoples Bank | 5,349 | $557.6K | 0.28% | +223+4.4% | Added |
| Capital Square, LLC | 5,347 | $557.4K | 0.34% | −412−7.2% | Reduced |
| Pinnacle Financial Partners Inc | 5,313 | $553.8K | 0.01% | +707+15.3% | Added |
| Johnson Investment Counsel Inc | 5,276 | $550.0K | 0.01% | +2,265+75.2% | Added |
| Marcum Wealth, LLC | 5,257 | $548.0K | 0.05% | +505+10.6% | Added |
| Integris Wealth Management, LLC | 5,231 | $545.3K | 0.15% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,212 | $543.0K | 0.05% | +191+3.8% | Added |
| Everhart Financial Group, Inc. | 5,205 | $542.6K | 0.12% | +1,175+29.2% | Added |
| Humankind Investments LLC | 5,177 | $539.6K | 0.19% | +236+4.8% | Added |
| Childress Capital Advisors, LLC | 5,163 | $538.3K | 0.15% | +114+2.3% | Added |
| Rogco, LP | 5,155 | $537.4K | 0.21% | −42−0.8% | Reduced |
| Hexagon Capital Partners LLC | 5,144 | $536.3K | 0.10% | +50+1.0% | Added |
| BKD Wealth Advisors, LLC | 5,106 | $532.3K | 0.01% | +133+2.7% | Added |
| Northeast Financial Consultants Inc | 5,085 | $530.1K | 0.02% | +60+1.2% | Added |
| Strategic Financial Services, Inc, | 5,082 | $529.7K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,069 | $528.4K | 0.15% | −119−2.3% | Reduced |
| HBK Sorce Advisory LLC | 5,049 | $526.3K | 0.02% | +547+12.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,046 | $526.0K | 0.38% | +5,046 | New |
| Arcataur Capital Management LLC | 5,007 | $521.9K | 0.18% | −5−0.1% | Reduced |
| Vivaldi Capital Management, LLC | 5,006 | $521.8K | 0.15% | −94−1.8% | Reduced |
| De Lisle Partners LLP | 5,000 | $521.2K | 0.08% | +5,000 | New |
| Atlanta Consulting Group Advisors, LLC | 4,979 | $519.0K | 0.13% | +4,979 | New |
| Evernest Financial Advisors, LLC | 4,967 | $517.8K | 0.14% | −80−1.6% | Reduced |
| L2 Asset Management, LLC | 4,952 | $516.2K | 0.14% | +167+3.5% | Added |
| Private Capital Management LLC | 4,945 | $515.5K | 0.09% | +356+7.8% | Added |
| ASB Consultores, LLC | 4,944 | $515.4K | 0.20% | −392−7.3% | Reduced |
| Register Financial Advisors LLC | 4,942 | $515.1K | 0.26% | +3+0.1% | Added |
| Morningstar Investment Services LLC | 4,951 | $515.0K | 0.01% | +742+17.6% | Added |
| Lebenthal Global Advisors, LLC | 4,938 | $514.7K | 0.10% | −119−2.4% | Reduced |
| AlphaCore Capital LLC | 4,923 | $513.2K | 0.12% | +446+10.0% | Added |
| Gsa Capital Partners LLP | 4,924 | $513.0K | 0.04% | +4,924 | New |
| Bell Bank | 4,918 | $512.7K | 0.06% | −20.0% | Reduced |
| Centric Wealth Management | 3,896 | $512.3K | 0.14% | +2+0.1% | Added |
| Rehmann Capital Advisory Group | 4,906 | $511.5K | 0.03% | −33−0.7% | Reduced |
| CWA Asset Management Group, LLC | 4,898 | $510.6K | 0.03% | +4,898 | New |
| Boston Financial Mangement LLC | 4,888 | $509.5K | 0.02% | −59−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $507.0K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 4,851 | $505.7K | 0.06% | +740+18.0% | Added |
| Daymark Wealth Partners, LLC | 4,834 | $503.9K | 0.02% | +751+18.4% | Added |
| Silvia McColl Wealth Management, LLC | 4,822 | $502.6K | 0.38% | −243−4.8% | Reduced |
| Northern Oak Wealth Management Inc | 4,817 | $502.1K | 0.06% | −2,729−36.2% | Reduced |
| Arista Wealth Management, LLC | 4,815 | $501.9K | 0.12% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,795 | $499.9K | 0.02% | −216−4.3% | Reduced |
| Voya Financial Advisors, Inc. | 4,795 | $499.2K | 0.05% | +1,113+30.2% | Added |
| Willner & Heller, LLC | 4,787 | $499.0K | 0.44% | +44+0.9% | Added |
| Evergreen Capital Management LLC | 4,770 | $497.2K | 0.02% | +47+1.0% | Added |
| Bank of Nova Scotia Trust Co | 4,766 | $496.8K | 0.05% | +39+0.8% | Added |
| Insight 2811, Inc. | 4,722 | $492.2K | 0.25% | 00.0% | Unchanged |
| CNB Bank | 4,706 | $490.6K | 0.23% | −65−1.4% | Reduced |
| DT Investment Partners, LLC | 4,672 | $487.0K | 0.04% | +136+3.0% | Added |
| Goldstone Financial Group, LLC | 4,664 | $486.2K | 0.08% | +528+12.8% | Added |
| Moors & Cabot, Inc. | 4,651 | $484.9K | 0.02% | −1,313−22.0% | Reduced |
| Ellevest, Inc. | 4,618 | $481.4K | 0.03% | +4,618 | New |
| Mosaic Family Wealth Partners, LLC | 4,610 | $480.5K | 0.07% | +4+0.1% | Added |