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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 2,870 | $299.2K | 0.04% | −1,246−30.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,853 | $297.4K | 0.07% | −10.0% | Reduced |
| Cohen & Steers, Inc. | 2,853 | $297.0K | 0.00% | −633−18.2% | Reduced |
| Lion Street Advisors, LLC | 2,830 | $295.0K | 0.10% | −39−1.4% | Reduced |
| Fiducient Advisors LLC | 2,828 | $294.8K | 0.03% | −321−10.2% | Reduced |
| Kennebec Savings Bank | 2,827 | $294.7K | 0.29% | +2,827 | New |
| Kingfisher Capital LLC | 2,826 | $294.6K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,826 | $294.6K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,817 | $293.7K | 0.06% | +22+0.8% | Added |
| Cercano Management LLC | 2,812 | $293.1K | 0.01% | +2,812 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,808 | $292.7K | 0.07% | −12−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,802 | $292.1K | 0.06% | +212+8.2% | Added |
| Thrive Wealth Management, LLC | 2,793 | $291.2K | 0.05% | −63−2.2% | Reduced |
| Aspiriant, LLC | 2,788 | $290.6K | 0.01% | −246−8.1% | Reduced |
| Everpar Advisors LLC | 2,784 | $290.2K | 0.15% | −1,986−41.6% | Reduced |
| Allegheny Financial Group LTD | 2,779 | $289.7K | 0.07% | +379+15.8% | Added |
| Eisler Capital (US) LLC | 2,778 | $289.6K | 0.05% | −15,985−85.2% | Reduced |
| Invenio Wealth Partners LLC | 2,778 | $289.6K | 0.13% | +90+3.3% | Added |
| B&L Asset Management LLC | 2,775 | $289.3K | 0.18% | +2,775 | New |
| Wilkinson Global Asset Management LLC | 2,774 | $289.2K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,759 | $287.6K | 0.24% | +2,759 | New |
| Valmark Advisers, Inc. | 2,756 | $287.3K | 0.00% | −68−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 2,745 | $286.1K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,744 | $286.0K | 0.05% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,741 | $285.7K | 0.07% | 00.0% | Unchanged |
| Diversified, LLC | 2,740 | $285.6K | 0.03% | +22+0.8% | Added |
| Diversified Enterprises, LLC | 2,740 | $285.6K | 0.03% | +2,740 | New |
| Gallagher Fiduciary Advisors, LLC | 2,731 | $284.7K | 0.06% | +87+3.3% | Added |
| Paulson Wealth Management Inc. | 2,727 | $284.3K | 0.08% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,723 | $283.8K | 0.05% | −114−4.0% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $283.4K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,687 | $280.1K | 0.16% | −48−1.8% | Reduced |
| St Germain D J Co Inc | 2,670 | $278.3K | 0.01% | +43+1.6% | Added |
| N.E.W. Advisory Services LLC | 2,668 | $278.2K | 0.03% | +222+9.1% | Added |
| Cornerstone Advisory, LLC | 2,663 | $277.6K | 0.04% | +21+0.8% | Added |
| PFG Advisors | 2,662 | $277.5K | 0.02% | −351−11.6% | Reduced |
| TFB Advisors LLC | 2,662 | $277.5K | 0.08% | +99+3.9% | Added |
| Aspen Wealth Strategies, LLC | 2,662 | $277.5K | 0.18% | +2,662 | New |
| Sivia Capital Partners, LLC | 2,661 | $277.4K | 0.16% | +399+17.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,328 | $277.3K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,841 | $276.1K | 0.20% | −88−3.0% | Reduced |
| Harbour Investments, Inc. | 2,645 | $275.7K | 0.01% | −103−3.7% | Reduced |
| Canvas Wealth Advisors, LLC | 2,644 | $275.6K | 0.08% | +499+23.3% | Added |
| Legacy Edge Advisors, LLC | 2,640 | $275.2K | 0.04% | −203−7.1% | Reduced |
| Equitable Trust Co | 2,637 | $274.9K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,630 | $274.2K | 0.09% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 2,628 | $273.9K | 0.02% | +2,628 | New |
| Financial Advocates Investment Management | 2,627 | $273.8K | 0.02% | +2,627 | New |
| Brandywine Oak Private Wealth LLC | 2,626 | $273.7K | 0.03% | −2−0.1% | Reduced |
| Ellsworth Advisors, LLC | 2,620 | $273.1K | 0.07% | +20+0.8% | Added |
| Willow Creek Wealth Management Inc. | 2,619 | $273.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,619 | $273.0K | 0.01% | +201+8.3% | Added |
| Cardinal Point Capital Management, ULC | 2,607 | $271.8K | 0.05% | +2,607 | New |
| Jamison Private Wealth Management, Inc. | 2,601 | $271.1K | 0.04% | +1,479+131.8% | Added |
| Versor Investments LP | 2,600 | $271.0K | 0.04% | −3,522−57.5% | Reduced |
| InTrack Investment Management Inc | 2,600 | $271.0K | 0.19% | −33−1.3% | Reduced |
| Naviter Wealth, LLC | 2,600 | $271.0K | 0.04% | +2,600 | New |
| Howard Financial Services, Ltd. | 2,600 | $271.0K | 0.04% | +9+0.3% | Added |
| CVA Family Office, LLC | 2,594 | $270.4K | 0.04% | −69−2.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,590 | $270.0K | 0.11% | +2,590 | New |
| River Wealth Advisors LLC | 2,590 | $270.0K | 0.04% | +114+4.6% | Added |
| Accredited Investors Inc. | 2,589 | $269.9K | 0.02% | +6+0.2% | Added |
| Sandy Spring Bank | 2,585 | $269.5K | 0.01% | −86−3.2% | Reduced |
| AA Financial Advisors, LLC | 2,579 | $268.8K | 0.08% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,575 | $268.4K | 0.01% | −192−6.9% | Reduced |
| Enterprise Financial Services Corp | 2,573 | $268.2K | 0.16% | −225−8.0% | Reduced |
| Strategy Asset Managers LLC | 2,571 | $268.0K | 0.05% | −12,131−82.5% | Reduced |
| Davy Global Fund Management Ltd | 2,555 | $266.3K | 0.03% | −82−3.1% | Reduced |
| Michael B. Yongue | 2,553 | $266.1K | 0.21% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,551 | $265.9K | 0.05% | +104+4.3% | Added |
| True North Advisors, LLC | 2,540 | $264.8K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,537 | $264.4K | 0.02% | +55+2.2% | Added |
| Safeguard Financial, LLC | 2,533 | $264.1K | 0.06% | +215+9.3% | Added |
| Sachetta, LLC | 2,533 | $264.0K | 0.10% | +47+1.9% | Added |
| Flynn Zito Capital Management, LLC | 2,527 | $263.4K | 0.13% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,527 | $263.4K | 0.10% | +203+8.7% | Added |
| Doheny Asset Management | 2,523 | $263.0K | 0.18% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,521 | $262.8K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,519 | $262.6K | 0.14% | +38+1.5% | Added |
| Sepio Capital, LP | 2,509 | $261.5K | 0.02% | +21+0.8% | Added |
| Segment Wealth Management, LLC | 2,505 | $261.1K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 2,500 | $261.0K | 0.10% | +2,500 | New |
| Financial Security Advisor, Inc. | 2,502 | $260.8K | 0.06% | +36+1.5% | Added |
| Beck Mack & Oliver LLC | 2,500 | $260.6K | 0.01% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,497 | $260.3K | 0.15% | +23+0.9% | Added |
| Bordeaux Wealth Advisors LLC | 2,497 | $260.3K | 0.05% | +2,497 | New |
| Aft, Forsyth & Company, Inc. | 2,485 | $259.0K | 0.13% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,481 | $258.6K | 0.21% | +346+16.2% | Added |
| NBW Capital LLC | 2,466 | $257.1K | 0.05% | +47+1.9% | Added |
| Ascent Group, LLC | 2,465 | $257.0K | 0.02% | +161+7.0% | Added |
| First Bank & Trust | 2,464 | $256.8K | 0.05% | +2,464 | New |
| Univest Financial Corp | 2,463 | $256.8K | 0.02% | +2,463 | New |
| Prosperity Consulting Group, LLC | 2,455 | $255.9K | 0.02% | +2,455 | New |
| Advisory Alpha, LLC | 2,447 | $255.2K | 0.01% | −17−0.7% | Reduced |
| iA Global Asset Management Inc. | 2,450 | $255.0K | 0.00% | +80+3.4% | Added |
| Castleview Partners, LLC | 2,440 | $254.3K | 0.15% | +109+4.7% | Added |
| Prepared Retirement Institute LLC | 2,437 | $254.0K | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,423 | $252.6K | 0.00% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,422 | $252.5K | 0.02% | +71+3.0% | Added |
| Sax Wealth Advisors, LLC | 2,419 | $252.2K | 0.02% | +69+2.9% | Added |