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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 2,414 | $251.6K | 0.11% | −1,756−42.1% | Reduced |
| Plancorp, LLC | 2,414 | $251.6K | 0.01% | +35+1.5% | Added |
| Bangor Savings Bank | 2,409 | $251.1K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,406 | $250.8K | 0.01% | +2,406 | New |
| First Affirmative Financial Network | 2,404 | $250.6K | 0.14% | −427−15.1% | Reduced |
| Advisor OS, LLC | 2,399 | $250.1K | 0.02% | +123+5.4% | Added |
| Horizon Wealth Management, LLC | 2,398 | $250.0K | 0.05% | +3+0.1% | Added |
| Darden Wealth Group Inc | 2,396 | $249.8K | 0.18% | 00.0% | Unchanged |
| Firestone Capital Management | 2,395 | $249.6K | 0.06% | +3+0.1% | Added |
| Keudell/Morrison Wealth Management | 2,385 | $248.6K | 0.07% | +2,385 | New |
| Central Bank & Trust Co | 2,381 | $248.2K | 0.03% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,365 | $246.5K | 0.10% | 00.0% | Unchanged |
| KKM Financial LLC | 2,345 | $244.4K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,344 | $244.3K | 0.04% | −44−1.8% | Reduced |
| Van Eck Associates Corp | 2,066 | $244.0K | 0.00% | +2,066 | New |
| Argent Advisors, Inc. | 2,340 | $243.9K | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,332 | $243.1K | 0.02% | +2,332 | New |
| Deseret Mutual Benefit Administrators | 2,331 | $243.0K | 0.12% | +76+3.4% | Added |
| United Community Bank | 2,323 | $242.2K | 0.09% | −10−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,240 | $241.7K | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,318 | $241.6K | 0.02% | +2,318 | New |
| Primoris Wealth Advisors, LLC | 2,305 | $240.3K | 0.17% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,300 | $239.8K | 0.12% | −322−12.3% | Reduced |
| Willis Johnson & Associates, Inc. | 2,299 | $239.7K | 0.02% | +2,299 | New |
| Mosaic Financial Group, LLC | 2,294 | $239.0K | 0.17% | −200−8.0% | Reduced |
| Shell Asset Management Co | 2,297 | $239.0K | 0.01% | +2,297 | New |
| Pegasus Partners Ltd. | 2,288 | $238.5K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,274 | $237.0K | 0.19% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,042 | $237.0K | 0.06% | −51−2.4% | Reduced |
| Oxford Financial Group Ltd | 2,270 | $236.6K | 0.01% | −1,262−35.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,257 | $235.3K | 0.00% | −8−0.4% | Reduced |
| Montz Harcus Wealth Management LLC | 2,247 | $234.2K | 0.14% | +5+0.2% | Added |
| Veracity Capital LLC | 2,247 | $234.2K | 0.09% | +9+0.4% | Added |
| Clear Creek Financial Management, LLC | 2,241 | $233.6K | 0.03% | +35+1.6% | Added |
| Everett Harris & Co | 2,231 | $232.6K | 0.00% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,226 | $232.1K | 0.02% | +33+1.5% | Added |
| FinTrust Capital Advisors, LLC | 2,226 | $232.0K | 0.04% | −524−19.1% | Reduced |
| Versant Capital Management, Inc | 2,223 | $231.7K | 0.05% | +1,706+330.0% | Added |
| Sutton Place Investors LLC | 2,222 | $231.6K | 0.14% | +91+4.3% | Added |
| BancorpSouth Bank | 2,209 | $230.4K | 0.02% | +2,209 | New |
| Monterey Private Wealth, Inc. | 2,207 | $230.1K | 0.08% | 00.0% | Unchanged |
| American Trust | 2,206 | $230.0K | 0.02% | −97−4.2% | Reduced |
| Wolverine Trading, LLC | 2,200 | $229.0K | 0.01% | −39,201−94.7% | Reduced |
| Boothbay Fund Management, LLC | 2,197 | $229.0K | 0.01% | +2,197 | New |
| Groesbeck Investment Management Corp | 2,200 | $229.0K | 0.34% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,195 | $228.8K | 0.11% | −1,924−46.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,190 | $228.2K | 0.02% | +5+0.2% | Added |
| Welch Group, LLC | 2,179 | $227.1K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,171 | $226.3K | 0.01% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,169 | $226.1K | 0.06% | −53−2.4% | Reduced |
| Marathon Capital Management | 2,163 | $225.5K | 0.05% | −25−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 2,162 | $225.4K | 0.01% | +2,162 | New |
| Luts & Greenleigh Group, Inc | 2,159 | $225.0K | 0.22% | +21+1.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,155 | $224.6K | 0.01% | −5,833−73.0% | Reduced |
| HBW Advisory Services LLC | 2,153 | $224.4K | 0.03% | −14−0.6% | Reduced |
| Proequities, Inc. | 2,150 | $224.1K | 0.01% | +472+28.1% | Added |
| Fairscale Capital, LLC | 2,145 | $223.6K | 0.20% | −50−2.3% | Reduced |
| New Hampshire Trust | 2,142 | $223.3K | 0.05% | +37+1.8% | Added |
| Peak Planning Group, LLC | 2,135 | $222.6K | 0.10% | −38−1.7% | Reduced |
| BKM Wealth Management, LLC | 2,130 | $222.0K | 0.09% | +2,130 | New |
| FCG Investment Co | 2,125 | $221.5K | 0.15% | −18−0.8% | Reduced |
| Jacobsen Capital Management | 2,125 | $221.5K | 0.09% | +11+0.5% | Added |
| Alta Wealth Advisors LLC | 2,123 | $221.3K | 0.10% | −37−1.7% | Reduced |
| Werba Rubin Papier Wealth Management | 2,118 | $220.7K | 0.05% | +2,118 | New |
| Warther Private Wealth, LLC | 2,115 | $220.5K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,112 | $220.2K | 0.06% | +2,112 | New |
| Krane Funds Advisors LLC | 2,111 | $220.1K | 0.01% | +2,111 | New |
| Harvest Fund Management Co., Ltd | 2,106 | $220.0K | 0.01% | +2,106 | New |
| Investment Partners, Ltd. | 2,103 | $219.2K | 0.09% | +5+0.2% | Added |
| Macroview Investment Management LLC | 2,103 | $219.2K | 0.21% | +11+0.5% | Added |
| Glen Eagle Advisors, LLC | 2,100 | $218.9K | 0.04% | −131−5.9% | Reduced |
| Amussen Hunsaker Associates LLC | 2,092 | $218.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,091 | $218.0K | 0.03% | +11+0.5% | Added |
| Boyd Watterson Asset Management LLC | 2,090 | $217.8K | 0.06% | −16−0.8% | Reduced |
| Motco | 2,084 | $217.2K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,082 | $217.1K | 0.03% | +2,082 | New |
| Means Investment Co., Inc. | 2,061 | $214.9K | 0.02% | +2,061 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,057 | $214.4K | 0.01% | +2,057 | New |
| Smallwood Wealth Investment Management, LLC | 2,056 | $214.3K | 0.15% | +2,056 | New |
| SignalPoint Asset Management, LLC | 2,055 | $213.9K | 0.05% | +2,055 | New |
| Asahi Life Asset Management Co., Ltd. | 2,050 | $213.7K | 0.13% | +2,050 | New |
| Axiom Advisory, LLC | 2,112 | $212.7K | 0.00% | +2,112 | New |
| Breed's Hill Capital LLC | 2,040 | $212.7K | 0.17% | −19−0.9% | Reduced |
| Lewis Asset Management, LLC | 2,038 | $212.4K | 0.15% | +2,038 | New |
| Accurate Wealth Management, LLC | 1,889 | $212.1K | 0.04% | +1,889 | New |
| Kohmann Bosshard Financial Services, LLC | 2,032 | $211.8K | 0.03% | +2,032 | New |
| Silverlake Wealth Management LLC | 2,027 | $211.3K | 0.08% | +2,027 | New |
| TrinityPoint Wealth, LLC | 2,023 | $210.9K | 0.03% | +2,023 | New |
| Norway Savings Bank | 2,018 | $210.4K | 0.11% | +2,018 | New |
| Investment Partners Asset Management, Inc. | 2,013 | $209.8K | 0.17% | +2,013 | New |
| Renasant Bank | 2,013 | $209.8K | 0.14% | +2,013 | New |
| Integrated Investment Consultants, LLC | 17,221 | $209.8K | 0.05% | +14,721+588.8% | Added |
| Blue Bell Private Wealth Management, LLC | 2,011 | $209.6K | 0.04% | +115+6.1% | Added |
| Family Firm, Inc. | 2,006 | $209.1K | 0.05% | +19+1.0% | Added |
| RFG Advisory, LLC | 2,002 | $208.6K | 0.01% | +2,002 | New |
| United Bank | 2,000 | $208.5K | 0.02% | +2,000 | New |
| Merrion Investment Management Co, LLC | 2,000 | $208.5K | 0.14% | +2,000 | New |
| Interactive Financial Advisors | 2,000 | $208.5K | 0.11% | +2,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,996 | $208.0K | 0.06% | −61−3.0% | Reduced |
| LCNB Corp | 1,995 | $208.0K | 0.07% | +1,995 | New |