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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.

Institutional holdersQ3 2024: 1,874 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2024: $141.1B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2024.

Institutions holding MS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC129$13.4K0.00%+9+7.5%Added
Ritter Daniher Financial Advisory LLC125$13.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC109$13.0K0.00%+12+12.4%Added
Avion Wealth133$13.0K0.00%+18+15.7%Added
Aspire Private Capital, LLC121$12.6K0.00%+108+830.8%Added
Old Point Trust & Financial Services N A119$12.4K0.00%−55−31.6%Reduced
LRI Investments, LLC93$12.3K0.00%−105−53.0%Reduced
Morton Brown Family Wealth, LLC118$12.3K0.00%00.0%Unchanged
Transcendent Capital Group LLC117$12.2K0.01%00.0%Unchanged
Financial Avengers, Inc.117$12.2K0.01%+117New
NCP Inc.117$12.2K0.01%+1+0.9%Added
Dunhill Financial, LLC116$12.1K0.01%+2+1.8%Added
Dogwood Wealth Management LLC114$11.9K0.01%+1+0.9%Added
Nordwand Advisors, LLC113$11.8K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC112$11.7K0.00%00.0%Unchanged
Raffa Wealth Management, LLC111$11.6K0.00%00.0%Unchanged
Gables Capital Management Inc.103$10.7K0.01%−17−14.2%Reduced
Focused Wealth Management, Inc103$10.7K0.00%+1+1.0%Added
Uncommon Cents Investing LLC100$10.4K0.00%+100New
Hoese & Co LLP100$10.4K0.01%+100New
Chesapeake Asset Management LLC98$10.2K0.01%+15+18.1%Added
Richard W. Paul & Associates, LLC97$10.1K0.00%+97New
Valued Wealth Advisors LLC93$9.71K0.01%+21+29.2%Added
Birchbrook, Inc.93$9.69K0.01%+1+1.1%Added
Princeton Global Asset Management LLC90$9.38K0.00%+90New
Legend Financial Advisors, Inc.87$9.07K0.01%00.0%Unchanged
True Wealth Design, LLC87$9.07K0.00%+87New
Atwood & Palmer Inc85$8.86K0.00%00.0%Unchanged
Highline Wealth Partners LLC81$8.47K0.00%−24−22.9%Reduced
Salomon & Ludwin, LLC77$8.03K0.00%00.0%Unchanged
Coston, McIsaac & Partners77$8.00K0.00%00.0%Unchanged
First Community Trust NA73$7.61K0.01%00.0%Unchanged
Creative Capital Management Investments LLC72$7.50K0.00%00.0%Unchanged
Arcadia Investment Management Corp70$7.30K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$7.30K0.00%00.0%Unchanged
Live Oak Investment Partners–$7.30K0.01%––
SJS Investment Consulting Inc.66$6.88K0.00%−2−2.9%Reduced
Anfield Capital Management, LLC62$6.46K0.00%00.0%Unchanged
Front Row Advisors LLC60$6.25K0.00%−418−87.4%Reduced
Carolina Wealth Advisors, LLC58$6.05K0.00%+58New
Your Advocates Ltd., LLP56$5.84K0.00%00.0%Unchanged
Evermay Wealth Management LLC52$5.42K0.00%00.0%Unchanged
TruNorth Capital Management, LLC49$5.11K0.00%00.0%Unchanged
Blume Capital Management, Inc.47$4.90K0.00%00.0%Unchanged
Westend Capital Management, LLC47$4.90K0.00%00.0%Unchanged
Westside Investment Management, Inc.46$4.68K0.00%−10−17.9%Reduced
Mowery & Schoenfeld Wealth Management, LLC40$4.17K0.01%00.0%Unchanged
Darwin Advisors, LLC39$4.07K0.00%+39New
Global Wealth Strategies & Associates37$3.86K0.00%+33+825.0%Added
McIlrath & Eck, LLC35$3.65K0.00%−35−50.0%Reduced
Clean Yield Group35$3.65K0.00%+35New
PayPay Securities Corp34$3.54K0.32%−50−59.5%Reduced
New Millennium Group LLC29$3.02K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.27$2.91K0.00%00.0%Unchanged
Northwest Financial Advisors28$2.87K0.00%+28New
Acima Private Wealth, LLC26$2.71K0.00%00.0%Unchanged
WestEnd Advisors, LLC23$2.40K0.00%+2+9.5%Added
Kings Path Partners LLC22$2.29K0.00%00.0%Unchanged
POM Investment Strategies, LLC21$2.19K0.00%−241−92.0%Reduced
Talon Private Wealth, LLC20$2.08K0.00%+20New
Beaird Harris Wealth Management, LLC17$1.77K0.00%00.0%Unchanged
Horizons Wealth Management17$1.77K0.00%00.0%Unchanged
Arlington Trust Co LLC17$1.77K0.00%00.0%Unchanged
Kessler Investment Group, LLC15$1.56K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.15$1.56K0.00%+15New
JDM Financial Group LLC10$1.04K0.00%+10New
State of Wyoming7$7300.00%+1+16.7%Added
ClariVest Asset Management LLC7$6700.00%00.0%Unchanged
Legacy Investment Solutions, LLC4$5320.00%+4New
Legacy Wealth Managment, LLC4$5320.00%+4New
First Personal Financial Services5$5220.00%+5New
CGC Financial Services, LLC5$5210.00%00.0%Unchanged
Mendota Financial Group, LLC2$2090.00%+2New
VitalStone Financial, LLC1$1040.00%00.0%Unchanged
Ontario Teachers Pension Plan Board0$00.00%−1,791,472−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−451,180−100.0%Sold out
Trexquant Investment LP0$00.00%−280,773−100.0%Sold out
HRT Financial LP0$00.00%−252,956−100.0%Sold out
Quadrature Capital Ltd0$00.00%−234,262−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−176,460−100.0%Sold out
Walleye Trading LLC0$00.00%−164,911−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−155,144−100.0%Sold out
APG Asset Management N.V.0$00.00%−152,992−100.0%Sold out
Svenska Handelsbanken AB (publ)0$00.00%−114,745−100.0%Sold out
Element Capital Management LLC0$00.00%−110,048−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−98,806−100.0%Sold out
Rokos Capital Management LLP0$00.00%−84,301−100.0%Sold out
Carlson Capital L P0$00.00%−67,600−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−52,591−100.0%Sold out
Seven Eight Capital, LP0$00.00%−55,705−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−44,336−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−41,791−100.0%Sold out
Engineers Gate Manager LP0$00.00%−38,609−100.0%Sold out
Surience Private Wealth LLC0$00.00%−38,161−100.0%Sold out
Neo Ivy Capital Management0$00.00%−38,092−100.0%Sold out
SPX Equities Gestao de Recursos Ltda0$00.00%−34,500−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−31,847−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−26,625−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−817,081−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−24,414−100.0%Sold out