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
- 1,874
- +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
- 659 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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 3,649 | $380.4K | 0.01% | +5+0.1% | Added |
| Nwam LLC | 3,648 | $380.3K | 0.02% | +3,648 | New |
| Raab & Moskowitz Asset Management LLC | 3,642 | $379.6K | 0.10% | +98+2.8% | Added |
| First Financial Bank - Trust Division | 3,631 | $378.5K | 0.03% | +5+0.1% | Added |
| Wellington Shields Capital Management, LLC | 3,607 | $376.0K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,605 | $375.8K | 0.01% | +676+23.1% | Added |
| Alta Advisers Ltd | 3,600 | $375.3K | 0.17% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,599 | $375.2K | 0.02% | −24−0.7% | Reduced |
| Altus Wealth Group LLC | 3,577 | $372.8K | 0.16% | −68−1.9% | Reduced |
| Quest Partners LLC | 3,558 | $370.9K | 0.03% | −9,790−73.3% | Reduced |
| Orrstown Financial Services Inc | 3,520 | $366.9K | 0.11% | +3,520 | New |
| Aprio Wealth Management, LLC | 3,501 | $364.9K | 0.06% | −94−2.6% | Reduced |
| Manchester Capital Management LLC | 3,491 | $363.9K | 0.04% | +178+5.4% | Added |
| Kovack Advisors, Inc. | 3,472 | $361.9K | 0.04% | −42−1.2% | Reduced |
| BNP Paribas | 3,455 | $360.1K | 0.01% | +40+1.2% | Added |
| JGP Wealth Management, LLC | 3,450 | $359.6K | 0.05% | +226+7.0% | Added |
| Quantum Financial Advisors, LLC | 3,435 | $358.1K | 0.06% | −132−3.7% | Reduced |
| Van Hulzen Asset Management, LLC | 3,436 | $358.0K | 0.03% | −42,093−92.5% | Reduced |
| Community Bank of Raymore | 3,420 | $356.5K | 0.27% | 00.0% | Unchanged |
| Alerus Financial NA | 3,402 | $354.6K | 0.03% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,395 | $353.9K | 0.29% | +3,395 | New |
| Pallas Capital Advisors LLC | 2,967 | $353.6K | 0.02% | +145+5.1% | Added |
| Quotient Wealth Partners, LLC | 3,387 | $353.1K | 0.01% | +34+1.0% | Added |
| Journey Strategic Wealth LLC | 3,379 | $352.2K | 0.01% | +465+16.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,374 | $351.7K | 0.20% | −7−0.2% | Reduced |
| Cooper Financial Group | 3,361 | $350.4K | 0.05% | −2,875−46.1% | Reduced |
| Webster Bank, N. A. | 3,347 | $348.9K | 0.04% | +356+11.9% | Added |
| Schrum Private Wealth Management LLC | 3,346 | $348.8K | 0.18% | +3,346 | New |
| American National Bank | 3,345 | $348.7K | 0.04% | −43−1.3% | Reduced |
| Wedbush Securities Inc | 3,340 | $348.0K | 0.01% | −8,057−70.7% | Reduced |
| Ostrum Asset Management | 3,333 | $347.4K | 0.03% | +41+1.2% | Added |
| City State Bank | 3,328 | $346.9K | 0.13% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,290 | $342.9K | 0.01% | +53+1.6% | Added |
| Centiva Capital, LP | 3,285 | $342.4K | 0.02% | −26,603−89.0% | Reduced |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,276 | $341.5K | 0.01% | +9+0.3% | Added |
| Onefund, LLC | 3,270 | $340.9K | 0.35% | −2−0.1% | Reduced |
| Allen Capital Group, LLC | 3,267 | $340.6K | 0.04% | +886+37.2% | Added |
| Opinicus Capital, Inc. | 3,264 | $340.2K | 0.27% | −142−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,260 | $339.8K | 0.01% | +309+10.5% | Added |
| Fiduciary Family Office, LLC | 3,255 | $339.3K | 0.11% | −41−1.2% | Reduced |
| Wrapmanager Inc | 3,243 | $338.1K | 0.09% | +918+39.5% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $337.6K | 0.27% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 3,230 | $336.6K | 0.14% | −38−1.2% | Reduced |
| Watts Gwilliam & Co., LLC | 3,117 | $335.0K | 0.07% | +3,117 | New |
| Blueprint Investment Partners LLC | 3,214 | $335.0K | 0.06% | −2,077−39.3% | Reduced |
| Stevens Capital Management LP | 3,217 | $335.0K | 0.05% | −4,863−60.2% | Reduced |
| Callan Capital, LLC | 3,205 | $334.1K | 0.02% | +857+36.5% | Added |
| Ariadne Wealth Management, LP | 2,581 | $333.9K | 0.18% | +2,581 | New |
| Apexium Financial, LP | 3,197 | $333.3K | 0.02% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,186 | $332.1K | 0.36% | +89+2.9% | Added |
| Easterly Investment Partners LLC | 3,151 | $328.5K | 0.03% | −116−3.6% | Reduced |
| Focus Financial Network, Inc. | 3,145 | $327.9K | 0.01% | +27+0.9% | Added |
| New Covenant Trust Company, N.A. | 3,143 | $327.2K | 0.32% | +246+8.5% | Added |
| Essex Savings Bank | 3,130 | $326.3K | 0.08% | −62−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,124 | $325.6K | 0.09% | −35−1.1% | Reduced |
| Waddell & Associates, LLC | 3,112 | $324.4K | 0.04% | −66−2.1% | Reduced |
| Code Waechter LLC | 3,095 | $323.0K | 0.31% | +3,095 | New |
| Mason & Associates Inc | 3,087 | $321.8K | 0.08% | +3,087 | New |
| Trueblood Wealth Management, LLC | 3,080 | $321.1K | 0.16% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,071 | $320.1K | 0.06% | −300−8.9% | Reduced |
| Objective Capital Management, LLC | 3,069 | $319.9K | 0.19% | +3,069 | New |
| Hobbs Group Advisors, LLC | 3,065 | $319.5K | 0.11% | −116−3.6% | Reduced |
| Omnia Family Wealth, LLC | 3,063 | $319.3K | 0.14% | +97+3.3% | Added |
| MBB Public Markets I LLC | 3,060 | $319.0K | 0.03% | −83,247−96.5% | Reduced |
| Bedel Financial Consulting, Inc. | 3,055 | $318.5K | 0.04% | +10.0% | Added |
| Lokken Investment Group LLC | 3,053 | $318.2K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,050 | $317.9K | 0.14% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,043 | $317.2K | 0.07% | −15−0.5% | Reduced |
| O'Rourke & Company, Inc | 3,036 | $316.5K | 0.16% | −2−0.1% | Reduced |
| Grandfield & Dodd, LLC | 3,030 | $315.9K | 0.02% | −440−12.7% | Reduced |
| Wimmer Associates 1, LLC | 3,023 | $315.1K | 0.15% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,022 | $315.1K | 0.08% | +344+12.8% | Added |
| First Interstate Bank | 3,018 | $314.6K | 0.02% | +18+0.6% | Added |
| West Family Investments, Inc. | 3,017 | $314.5K | 0.11% | +424+16.4% | Added |
| Zhang Financial LLC | 3,016 | $314.4K | 0.02% | −78−2.5% | Reduced |
| Silver Coast Investments LLC | 3,012 | $314.0K | 0.12% | −160−5.0% | Reduced |
| Park Edge Advisors, LLC | 3,011 | $313.9K | 0.09% | +22+0.7% | Added |
| Paradigm Financial Partners, LLC | 2,360 | $313.3K | 0.04% | +2,360 | New |
| TCFG Wealth Management, LLC | 3,003 | $313.0K | 0.16% | +3,003 | New |
| Spirit of America Management Corp | 3,000 | $312.7K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,997 | $312.4K | 0.15% | +10.0% | Added |
| Tritonpoint Wealth, LLC | 2,999 | $312.2K | 0.03% | −45−1.5% | Reduced |
| Circle Wealth Management, LLC | 2,990 | $311.7K | 0.01% | −176−5.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,521 | $311.5K | 0.00% | +657+35.2% | Added |
| Atlantic Union Bankshares Corp | 2,984 | $311.0K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,983 | $311.0K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,973 | $310.0K | 0.08% | +2,973 | New |
| Blue Fin Capital, Inc. | 2,965 | $309.1K | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,956 | $308.1K | 0.01% | −81−2.7% | Reduced |
| Lane & Associates LLC | 2,951 | $307.6K | 0.17% | +2,951 | New |
| McLean Asset Management Corp | 2,846 | $307.0K | 0.09% | +6+0.2% | Added |
| Seven Mile Advisory | 2,941 | $306.6K | 0.20% | +55+1.9% | Added |
| Pathway Financial Advisors LLC | 2,928 | $305.2K | 0.08% | +190+6.9% | Added |
| Perfromance Wealth Partners, LLC | 2,926 | $305.0K | 0.01% | +166+6.0% | Added |
| Fulcrum Capital LLC | 2,921 | $304.5K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,908 | $303.1K | 0.18% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,902 | $302.5K | 0.08% | +177+6.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,883 | $301.6K | 0.01% | +2,883 | New |
| Optas, LLC | 2,871 | $299.3K | 0.07% | +568+24.7% | Added |