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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 720 | $75.1K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 717 | $74.0K | 0.05% | −181−20.2% | Reduced |
| Eukles Asset Management | 698 | $72.8K | 0.03% | −55−7.3% | Reduced |
| Cedar Wealth Management, LLC | 684 | $71.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 683 | $71.2K | 0.01% | +58+9.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 675 | $70.4K | 0.04% | +675 | New |
| Wellington Shields & Co., LLC | 675 | $70.4K | 0.02% | +49+7.8% | Added |
| JFS Wealth Advisors, LLC | 674 | $70.3K | 0.00% | −284−29.6% | Reduced |
| Semmax Financial Advisors Inc. | 519 | $69.1K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 661 | $68.9K | 0.04% | +661 | New |
| Fortitude Family Office, LLC | 658 | $68.6K | 0.03% | +240+57.4% | Added |
| Coppell Advisory Solutions LLC | 655 | $68.2K | 0.01% | −551−45.7% | Reduced |
| Ameliora Wealth Management Ltd. | 652 | $68.0K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 649 | $67.7K | 0.03% | +150+30.1% | Added |
| Eagle Bay Advisors LLC | 646 | $67.3K | 0.03% | +278+75.5% | Added |
| Ogorek Anthony Joseph | 637 | $66.0K | 0.02% | +111+21.1% | Added |
| Livelsberger Financial Advisory | 613 | $63.9K | 1.34% | +613 | New |
| Bell Investment Advisors, Inc | 605 | $63.1K | 0.01% | +5+0.8% | Added |
| Clear Street Markets LLC | 600 | $63.0K | 0.04% | −600−50.0% | Reduced |
| TSFG, LLC | 599 | $62.0K | 0.01% | −74−11.0% | Reduced |
| Osterweis Capital Management Inc | 587 | $61.2K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $61.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $59.9K | 0.05% | +31+5.7% | Added |
| First United Bank Trust | 568 | $59.2K | 0.02% | −20−3.4% | Reduced |
| J.Safra Asset Management Corp | 568 | $59.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $58.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 545 | $56.8K | 0.05% | +61+12.6% | Added |
| Sittner & Nelson, LLC | 510 | $53.2K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $52.1K | 0.00% | −325−39.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 496 | $51.7K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 488 | $50.8K | 0.01% | −53−9.8% | Reduced |
| Activest Wealth Management | 485 | $50.6K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 470 | $49.0K | 0.01% | −3,144−87.0% | Reduced |
| Accordant Advisory Group Inc | 470 | $49.0K | 0.04% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 468 | $48.8K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 466 | $48.6K | 0.01% | −50−9.7% | Reduced |
| IMA Wealth, Inc. | 458 | $47.7K | 0.01% | +458 | New |
| Annapolis Financial Services, LLC | 447 | $46.6K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $46.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 434 | $45.3K | 0.00% | +1+0.2% | Added |
| TFC Financial Management | 423 | $44.1K | 0.01% | +78+22.6% | Added |
| DiNuzzo Private Wealth, Inc. | 393 | $41.0K | 0.01% | +312+385.2% | Added |
| Richardson Financial Services Inc. | 403 | $39.2K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 369 | $38.5K | 0.01% | −50−11.9% | Reduced |
| Essex Investment Management Co LLC | 363 | $37.8K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 358 | $37.4K | 0.03% | +9+2.6% | Added |
| Planning Capital Management Corp | 357 | $37.2K | 0.02% | +191+115.1% | Added |
| Capital Performance Advisors LLP | 348 | $36.2K | 0.01% | +348 | New |
| DHJJ Financial Advisors, Ltd. | 338 | $35.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 328 | $34.2K | 0.00% | +11+3.5% | Added |
| Miller Wealth Advisors, LLC | 285 | $34.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 323 | $33.7K | 0.01% | +5+1.6% | Added |
| Laurel Wealth Advisors LLC | 323 | $33.7K | 0.01% | +219+210.6% | Added |
| Painted Porch Advisors LLC | 317 | $33.0K | 0.02% | +1+0.3% | Added |
| Byrne Asset Management LLC | 309 | $32.2K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $32.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $31.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $31.3K | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $31.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 300 | $31.3K | 0.01% | +174+138.1% | Added |
| Beacon Capital Management, LLC | 291 | $30.3K | 0.00% | +222+321.7% | Added |
| Davis Capital Management | 268 | $27.9K | 0.02% | +22+8.9% | Added |
| Bank & Trust Co | 265 | $27.6K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 259 | $27.0K | 0.01% | −22−7.8% | Reduced |
| Flaharty Asset Management, LLC | 258 | $26.9K | 0.00% | +258 | New |
| Solstein Capital, LLC | 256 | $26.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 255 | $26.6K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 245 | $25.5K | 0.01% | +245 | New |
| Main Street Group, LTD | 239 | $24.9K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 221 | $23.0K | 0.01% | −27−10.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 212 | $22.1K | 0.00% | +31+17.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $22.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 208 | $21.7K | 0.00% | −31−13.0% | Reduced |
| Close Asset Management Ltd | 200 | $21.0K | 0.00% | +200 | New |
| Delos Wealth Advisors, LLC | 200 | $20.8K | 0.02% | −5−2.4% | Reduced |
| Estabrook Capital Management | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $20.8K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 199 | $20.7K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 192 | $20.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $19.8K | 0.01% | +1+0.5% | Added |
| Abound Wealth Management | 189 | $19.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 187 | $19.5K | 0.01% | −9−4.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 186 | $19.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 183 | $19.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 182 | $19.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 182 | $18.9K | 0.00% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 178 | $18.6K | 0.01% | +5+2.9% | Added |
| Aspect Partners, LLC | 177 | $18.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 176 | $18.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 174 | $18.1K | 0.00% | −26−13.0% | Reduced |
| Olistico Wealth, LLC | 154 | $16.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 152 | $15.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 142 | $14.8K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 141 | $14.7K | 0.00% | +141 | New |
| Claris Advisors, LLC | 139 | $14.5K | 0.01% | +139 | New |
| RE Dickinson Investment Advisors, LLC | 137 | $14.3K | 0.01% | +137 | New |
| Frazier Financial Advisors, LLC | 135 | $14.1K | 0.01% | +22+19.5% | Added |
| Penserra Capital Management LLC | 135 | $14.0K | 0.00% | 00.0% | Unchanged |