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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 1,984 | $206.8K | 0.01% | +1,984 | New |
| Hoxton Planning & Management, LLC | 1,982 | $206.6K | 0.08% | +1,982 | New |
| Kanawha Capital Management LLC | 1,980 | $206.4K | 0.01% | −78−3.8% | Reduced |
| Clayton Financial Group LLC | 1,980 | $206.4K | 0.08% | +1,980 | New |
| Athena Investment Management | 1,978 | $206.2K | 0.12% | +1,978 | New |
| Godsey & Gibb Associates | 1,964 | $204.7K | 0.02% | +239+13.9% | Added |
| 49 Wealth Management, LLC | 1,963 | $204.6K | 0.03% | +1,963 | New |
| Wealth Alliance Advisory Group, LLC | 1,960 | $204.3K | 0.04% | +1,960 | New |
| Family Management Corp | 1,950 | $203.3K | 0.03% | +1,950 | New |
| Transform Wealth, LLC | 1,948 | $203.1K | 0.01% | +1,948 | New |
| Goldstein Advisors, LLC | 1,948 | $203.1K | 0.03% | +1,948 | New |
| Nichols & Pratt Advisers LLP | 1,945 | $202.7K | 0.01% | +1,945 | New |
| JB Capital LLC | 1,943 | $202.4K | 0.01% | +1,943 | New |
| Headinvest, LLC | 1,934 | $201.6K | 0.04% | +1,934 | New |
| CoreCap Advisors, LLC | 1,933 | $201.5K | 0.01% | +1,933 | New |
| Wedge Capital Management L L P | 1,933 | $201.5K | 0.00% | +1,933 | New |
| WSFS Capital Management, LLC | 1,927 | $200.8K | 0.01% | +1,927 | New |
| Crestline Management, LP | 1,926 | $200.8K | 0.01% | +1,926 | New |
| Susquehanna International Group Ltd. | 1,924 | $200.6K | 0.04% | +1,924 | New |
| GHP Investment Advisors, Inc. | 1,895 | $197.5K | 0.01% | +15+0.8% | Added |
| M&R Capital Management Inc | 1,889 | $196.9K | 0.04% | +1+0.1% | Added |
| Atlas Capital Advisors LLC | 1,871 | $195.0K | 0.03% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,856 | $193.5K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,824 | $190.1K | 0.09% | +1,824 | New |
| Rise Advisors, LLC | 1,792 | $186.8K | 0.09% | +17+1.0% | Added |
| Bruce G. Allen Investments, LLC | 1,746 | $182.0K | 0.14% | −34−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,638 | $170.7K | 0.00% | −156−8.7% | Reduced |
| Game Plan Financial Advisors, LLC | 1,600 | $166.8K | 0.08% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,594 | $166.2K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,574 | $164.0K | 0.03% | −687−30.4% | Reduced |
| Thompson Investment Management, Inc. | 1,525 | $159.0K | 0.02% | +2+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $156.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,494 | $155.7K | 0.13% | +156+11.7% | Added |
| Gleason Group, Inc. | 1,473 | $153.6K | 0.03% | +13+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 1,433 | $149.3K | 0.01% | +1,433 | New |
| Capula Management Ltd | 1,420 | $148.0K | 0.00% | −2,201−60.8% | Reduced |
| Austin Private Wealth, LLC | 1,419 | $147.9K | 0.01% | +1,419 | New |
| Wintrust Investments LLC | 1,408 | $146.0K | 0.11% | −14,147−90.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $145.9K | 0.03% | −1,800−56.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,395 | $145.0K | 0.07% | +4+0.3% | Added |
| Silvant Capital Management LLC | 1,357 | $141.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,349 | $140.6K | 0.01% | +592+78.2% | Added |
| Indiana Trust & Investment Management CO | 1,341 | $139.8K | 0.05% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,295 | $135.0K | 0.05% | +1,295 | New |
| Global Financial Private Client, LLC | 1,280 | $133.4K | 0.05% | −14,566−91.9% | Reduced |
| Reston Wealth Management LLC | 1,277 | $133.1K | 0.05% | +1,277 | New |
| Alpine Bank Wealth Management | 1,260 | $131.3K | 0.02% | +1,260 | New |
| GPS Wealth Strategies Group, LLC | 1,253 | $130.6K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,215 | $127.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,210 | $126.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,201 | $125.2K | 0.01% | +429+55.6% | Added |
| Compass Wealth Management LLC | 1,184 | $123.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,179 | $122.9K | 0.06% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,170 | $122.0K | 0.04% | −100−7.9% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $120.5K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,143 | $119.1K | 0.01% | −39−3.3% | Reduced |
| General Partner, Inc. | 1,107 | $115.4K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,099 | $114.4K | 0.01% | +54+5.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,086 | $113.0K | 0.03% | +5+0.5% | Added |
| MV Capital Management, Inc. | 1,070 | $111.5K | 0.01% | −51−4.5% | Reduced |
| PSI Advisors, LLC | 1,068 | $111.3K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,068 | $111.3K | 0.02% | +27+2.6% | Added |
| Ashton Thomas Securities, LLC | 1,052 | $109.7K | 0.02% | +1,052 | New |
| Oarsman Capital, Inc. | 1,047 | $109.1K | 0.02% | +1,047 | New |
| Dakota Community Bank & Trust NA | 1,042 | $108.6K | 0.55% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,041 | $108.6K | 0.00% | +529+103.3% | Added |
| SRS Capital Advisors, Inc. | 1,039 | $108.3K | 0.01% | +171+19.7% | Added |
| Tompkins Financial Corp | 1,030 | $107.4K | 0.01% | +30+3.0% | Added |
| Creekmur Asset Management LLC | 1,027 | $107.1K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,017 | $106.1K | 0.02% | +2+0.2% | Added |
| Sound Income Strategies, LLC | 1,007 | $105.0K | 0.01% | −38−3.6% | Reduced |
| Centennial Bank | 1,000 | $104.2K | 0.05% | −11−1.1% | Reduced |
| Monetary Management Group Inc | 1,000 | $104.2K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $104.2K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $104.2K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $104.2K | 0.07% | +1,000 | New |
| Caldwell Sutter Capital, Inc. | 999 | $104.1K | 0.05% | −30−2.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 980 | $102.2K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 975 | $101.6K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 970 | $101.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 957 | $99.8K | 0.04% | +957 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 940 | $98.0K | 0.04% | −190−16.8% | Reduced |
| Hartford Financial Management Inc. | 919 | $95.8K | 0.02% | +61+7.1% | Added |
| Coastal Investment Advisors, Inc. | 850 | $95.4K | 0.04% | −580−40.6% | Reduced |
| Colonial Trust Co | 892 | $93.0K | 0.01% | +20+2.3% | Added |
| Farmers & Merchants Investments Inc | 891 | $92.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 885 | $92.3K | 0.02% | +6+0.7% | Added |
| Hanson & Doremus Investment Management | 877 | $91.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 864 | $90.1K | 0.01% | −157−15.4% | Reduced |
| Riverview Trust Co | 862 | $89.9K | 0.08% | +21+2.5% | Added |
| Atticus Wealth Management, LLC | 850 | $88.6K | 0.03% | −5−0.6% | Reduced |
| Kozak & Associates, Inc. | 708 | $84.6K | 0.02% | +7+1.0% | Added |
| Park Circle Co | 800 | $83.4K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 791 | $82.5K | 0.03% | +6+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 791 | $82.5K | 0.03% | +6+0.8% | Added |
| Gen-Wealth Partners Inc | 695 | $82.0K | 0.04% | +695 | New |
| Tobam | 764 | $80.0K | 0.01% | −571−42.8% | Reduced |
| HHM Wealth Advisors, LLC | 741 | $77.2K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 730 | $76.1K | 0.01% | +363+98.9% | Added |
| Cranbrook Wealth Management, LLC | 722 | $75.3K | 0.02% | −168−18.9% | Reduced |