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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 4,609 | $478.0K | 0.04% | −526−10.2% | Reduced |
| Mechanics Bank Trust Department | 4,581 | $477.5K | 0.06% | −62−1.3% | Reduced |
| DRW Securities, LLC | 4,579 | $477.3K | 0.03% | −7,515−62.1% | Reduced |
| Calton & Associates, Inc. | 4,572 | $476.6K | 0.18% | −1,150−20.1% | Reduced |
| Cable Hill Partners, LLC | 4,561 | $475.4K | 0.05% | −236−4.9% | Reduced |
| Maven Securities LTD | 4,557 | $475.0K | 0.05% | −10,221−69.2% | Reduced |
| Forte Capital LLC | 4,555 | $474.8K | 0.05% | −248−5.2% | Reduced |
| Ausdal Financial Partners, Inc. | 4,551 | $474.4K | 0.05% | −556−10.9% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $474.3K | 0.10% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,548 | $474.1K | 0.23% | +65+1.4% | Added |
| Moss Adams Wealth Advisors LLC | 4,535 | $472.7K | 0.05% | +161+3.7% | Added |
| Ledyard National Bank | 4,528 | $472.0K | 0.04% | +32+0.7% | Added |
| Smithfield Trust Co | 4,524 | $471.0K | 0.02% | +46+1.0% | Added |
| West Oak Capital, LLC | 4,515 | $470.6K | 0.09% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,551 | $470.3K | 0.06% | +390+12.3% | Added |
| Catalina Capital Group, LLC | 4,501 | $469.1K | 0.16% | +199+4.6% | Added |
| Keel Point, LLC | 4,462 | $465.1K | 0.04% | +66+1.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,456 | $464.5K | 0.18% | +29+0.7% | Added |
| Camden National Bank | 4,448 | $463.7K | 0.07% | +4,448 | New |
| Truvestments Capital LLC | 4,446 | $463.4K | 0.12% | +929+26.4% | Added |
| Phillips Wealth Planners LLC | 3,866 | $462.0K | 0.44% | +1,330+52.4% | Added |
| Powell Investment Advisors, LLC | 4,430 | $461.7K | 0.22% | +95+2.2% | Added |
| Morse Asset Management, Inc | 4,424 | $461.2K | 0.10% | +295+7.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 4,420 | $460.7K | 0.00% | −89,745−95.3% | Reduced |
| STAR Financial Bank | 4,408 | $459.5K | 0.31% | −688−13.5% | Reduced |
| Hancock Whitney Corp | 4,398 | $458.4K | 0.01% | −579−11.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,390 | $457.6K | 0.01% | −6,604−60.1% | Reduced |
| IPG Investment Advisors LLC | 4,375 | $456.1K | 0.10% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,373 | $455.8K | 0.02% | +655+17.6% | Added |
| Reuter James Wealth Management, LLC | 4,339 | $452.3K | 0.08% | +4,339 | New |
| DGS Capital Management, LLC | 4,331 | $451.4K | 0.12% | +947+28.0% | Added |
| Bank of Hawaii | 4,324 | $450.7K | 0.02% | −707−14.1% | Reduced |
| Green Harvest Asset Management LLC | 4,303 | $448.5K | 0.01% | +9+0.2% | Added |
| Fort Washington Investment Advisors Inc | 4,283 | $446.5K | 0.00% | −98−2.2% | Reduced |
| Dark Forest Capital Management LP | 4,274 | $445.5K | 0.06% | +4,274 | New |
| Strategic Investment Advisors | 4,264 | $444.5K | 0.05% | −1,140−21.1% | Reduced |
| First County Bank | 4,260 | $444.1K | 0.22% | +547+14.7% | Added |
| Knollwood Investment Advisory, LLC | 4,258 | $443.9K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 4,257 | $443.8K | 0.08% | −84−1.9% | Reduced |
| Tanager Wealth Management LLP | 4,228 | $440.7K | 0.06% | +378+9.8% | Added |
| Salzhauer Michael | 4,225 | $440.4K | 0.28% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,224 | $440.3K | 0.03% | −194−4.4% | Reduced |
| Oakworth Capital, Inc. | 4,183 | $436.0K | 0.03% | −1,014−19.5% | Reduced |
| Fortem Financial Group, LLC | 4,181 | $435.8K | 0.18% | +253+6.4% | Added |
| Holderness Investments Co | 4,166 | $434.2K | 0.09% | −20−0.5% | Reduced |
| Millennium Capital Advisors, LLC | 4,135 | $431.0K | 0.28% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $430.8K | 0.25% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,132 | $430.8K | 0.11% | −1,424−25.6% | Reduced |
| Moloney Securities Asset Management, LLC | 4,112 | $428.6K | 0.06% | −343−7.7% | Reduced |
| RMR Wealth Builders | 4,110 | $428.4K | 0.05% | +510+14.2% | Added |
| Schonfeld Strategic Advisors LLC | 4,108 | $428.2K | 0.00% | −8,442−67.3% | Reduced |
| Sapient Capital LLC | 4,105 | $427.9K | 0.01% | −3,334−44.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,105 | $427.9K | 0.04% | −755−15.5% | Reduced |
| Exencial Wealth Advisors, LLC | 4,089 | $426.3K | 0.02% | −113−2.7% | Reduced |
| Goldstream Capital Management Ltd | 4,087 | $426.0K | 0.19% | +4,087 | New |
| Park National Corp | 4,080 | $425.3K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,079 | $425.2K | 0.05% | +3+0.1% | Added |
| X-Square Capital, LLC | 4,068 | $424.0K | 0.19% | +10.0% | Added |
| Riverwater Partners LLC | 4,051 | $423.4K | 0.21% | −63−1.5% | Reduced |
| Bullock Wealth Management Group | 4,051 | $423.0K | 0.26% | +54+1.4% | Added |
| Allen Investment Management LLC | 4,034 | $420.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $420.5K | 0.27% | 00.0% | Unchanged |
| Destination Wealth Management | 4,032 | $420.3K | 0.01% | +65+1.6% | Added |
| Proficio Capital Partners LLC | 4,021 | $419.2K | 0.04% | −4,365−52.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,021 | $419.1K | 0.18% | −330−7.6% | Reduced |
| MCF Advisors LLC | 3,986 | $415.5K | 0.03% | +112+2.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,954 | $412.2K | 0.06% | +151+4.0% | Added |
| One Wealth Advisors, LLC | 3,932 | $409.8K | 0.06% | +8+0.2% | Added |
| Larson Financial Group LLC | 3,917 | $408.3K | 0.02% | −939−19.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,910 | $407.6K | 0.04% | −1,566−28.6% | Reduced |
| Savvy Advisors, Inc. | 3,908 | $407.4K | 0.08% | +1,552+65.9% | Added |
| AdvisorNet Financial, Inc | 3,901 | $406.6K | 0.03% | +31+0.8% | Added |
| Sentinus, LLC | 3,887 | $405.2K | 0.15% | +241+6.6% | Added |
| Jackson Creek Investment Advisors LLC | 3,882 | $405.0K | 0.12% | −68−1.7% | Reduced |
| SOL Capital Management CO | 3,875 | $404.0K | 0.04% | −145−3.6% | Reduced |
| Amplius Wealth Advisors, LLC | 3,853 | $401.6K | 0.04% | +46+1.2% | Added |
| Warren Averett Asset Management, LLC | 3,844 | $400.7K | 0.01% | −177−4.4% | Reduced |
| Roundview Capital LLC | 3,842 | $400.5K | 0.03% | +117+3.1% | Added |
| Frisch Financial Group, Inc. | 3,831 | $399.0K | 0.12% | +233+6.5% | Added |
| Cetera Trust Company, N.A | 3,804 | $396.5K | 0.24% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,802 | $396.3K | 0.09% | 00.0% | Unchanged |
| Brown Capital Management LLC | 3,773 | $393.3K | 0.01% | −290−7.1% | Reduced |
| Jacobi Capital Management LLC | 3,770 | $392.9K | 0.03% | +375+11.0% | Added |
| Gibbs Wealth Management | 3,768 | $392.8K | 0.13% | +852+29.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,757 | $391.6K | 0.05% | −7−0.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,754 | $391.3K | 0.13% | −120−3.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,753 | $391.2K | 0.32% | −300−7.4% | Reduced |
| Missouri Trust & Investment Co | 3,750 | $390.9K | 0.14% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,748 | $390.7K | 0.10% | +96+2.6% | Added |
| Great Lakes Advisors, LLC | 3,746 | $390.5K | 0.00% | +822+28.1% | Added |
| Fort Sheridan Advisors LLC | 3,741 | $389.9K | 0.06% | +1,052+39.1% | Added |
| First Trust Investment Solutions L.P. | 3,740 | $389.9K | 0.04% | −186−4.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,714 | $387.1K | 0.02% | −16,465−81.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,706 | $386.3K | 0.01% | −1,377−27.1% | Reduced |
| Cornerstone Wealth Group, LLC | 3,705 | $386.2K | 0.03% | −8−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 3,700 | $385.7K | 0.17% | −19−0.5% | Reduced |
| Angeles Wealth Management, LLC | 3,678 | $383.4K | 0.03% | −56−1.5% | Reduced |
| Congress Park Capital LLC | 3,675 | $383.1K | 0.14% | −3,479−48.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,673 | $382.9K | 0.01% | +20+0.5% | Added |
| Park Place Capital Corp | 3,660 | $381.5K | 0.11% | +2,097+134.2% | Added |