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
- 1,875
- +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
- 660 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 | 2,514 | $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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 152,740 | $15.9M | 1.67% | +2,373+1.6% | Added |
| Tudor Investment Corp Et Al | 151,993 | $15.8M | 0.17% | −84,914−35.8% | Reduced |
| Glenmede Trust Co NA | 150,971 | $15.7M | 0.08% | −1,693−1.1% | Reduced |
| State of Alaska, Department of Revenue | 150,662 | $15.7M | 0.17% | +2,100+1.4% | Added |
| Bokf, NA | 150,081 | $15.7M | 0.28% | +10,730+7.7% | Added |
| Aptus Capital Advisors, LLC | 150,311 | $15.7M | 0.24% | +26,371+21.3% | Added |
| Fred Alger Management, LLC | 150,096 | $15.6M | 0.08% | +3,520+2.4% | Added |
| Los Angeles Capital Management LLC | 149,300 | $15.6M | 0.06% | +6,163+4.3% | Added |
| Nissay Asset Management Corp | 148,506 | $15.5M | 0.10% | +3,405+2.3% | Added |
| Janney Capital Management LLC | 147,348 | $15.4M | 1.04% | −2,026−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 144,967 | $15.1M | 0.16% | +3,985+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 144,961 | $15.1M | 0.05% | +12,983+9.8% | Added |
| Oak Harvest Investment Services | 141,014 | $14.7M | 2.11% | +6,473+4.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 139,078 | $14.5M | 0.14% | +41,811+43.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 139,078 | $14.5M | 0.14% | +139,078 | New |
| Argent Trust Co | 138,303 | $14.4M | 0.60% | −5,495−3.8% | Reduced |
| Aquatic Capital Management LLC | 137,400 | $14.3M | 0.37% | +137,400 | New |
| CWM, LLC | 137,240 | $14.3M | 0.06% | +6,202+4.7% | Added |
| Capital International Inc | 135,682 | $14.1M | 0.18% | −153−0.1% | Reduced |
| Walleye Capital LLC | 133,414 | $13.9M | 0.15% | −4,873−3.5% | Reduced |
| Payden & Rygel | 131,500 | $13.7M | 1.06% | −61,300−31.8% | Reduced |
| Kestra Private Wealth Services, LLC | 128,858 | $13.4M | 0.25% | −4,535−3.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 128,142 | $13.4M | 0.34% | −37,922−22.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 126,295 | $13.2M | 0.04% | +18,060+16.7% | Added |
| JustInvest LLC | 124,540 | $13.0M | 0.21% | +10,538+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 124,015 | $12.9M | 0.01% | −10,405−7.7% | Reduced |
| Oppenheimer & Co Inc | 123,553 | $12.9M | 0.20% | −9,291−7.0% | Reduced |
| Captrust Financial Advisors | 122,900 | $12.8M | 0.04% | +845+0.7% | Added |
| RSM US Wealth Management LLC | 122,666 | $12.8M | 0.19% | +76,980+168.5% | Added |
| Level Four Advisory Services, LLC | 109,363 | $12.7M | 0.54% | +3,820+3.6% | Added |
| Vestor Capital, LLC | 120,908 | $12.6M | 0.99% | +83,366+222.1% | Added |
| Grassi Investment Management | 120,750 | $12.6M | 1.09% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 117,833 | $12.3M | 0.32% | +6,404+5.7% | Added |
| Ieq Capital, LLC | 117,024 | $12.2M | 0.15% | +5,795+5.2% | Added |
| Cresset Asset Management, LLC | 115,993 | $12.1M | 0.05% | +5,394+4.9% | Added |
| Elo Mutual Pension Insurance Co | 115,841 | $12.1M | 0.26% | +8,270+7.7% | Added |
| Nixon Peabody Trust Co | 115,684 | $12.1M | 1.00% | +768+0.7% | Added |
| Guggenheim Capital LLC | 115,146 | $12.0M | 0.08% | −31,213−21.3% | Reduced |
| Capital Analysts, LLC | 114,451 | $11.9M | 0.49% | +1,645+1.5% | Added |
| Natixis | 114,067 | $11.9M | 0.07% | −310,150−73.1% | Reduced |
| Wealthfront Advisers LLC | 113,526 | $11.8M | 0.04% | −5,720−4.8% | Reduced |
| Greystone Financial Group, LLC | 113,273 | $11.8M | 2.11% | +16,700+17.3% | Added |
| Allspring Global Investments Holdings, LLC | 112,793 | $11.8M | 0.02% | +10,107+9.8% | Added |
| Lazard Asset Management LLC | 112,304 | $11.7M | 0.02% | −99,673−47.0% | Reduced |
| Kestra Advisory Services, LLC | 110,152 | $11.5M | 0.06% | −772−0.7% | Reduced |
| Intact Investment Management Inc. | 109,800 | $11.4M | 0.38% | +7,400+7.2% | Added |
| Earnest Partners LLC | 108,066 | $11.3M | 0.05% | −296−0.3% | Reduced |
| GWM Advisors LLC | 108,035 | $11.3M | 0.07% | +6,106+6.0% | Added |
| Avantax Advisory Services, Inc. | 107,997 | $11.3M | 0.07% | +3,406+3.3% | Added |
| Ethic Inc. | 119,526 | $11.3M | 0.28% | −22,537−15.9% | Reduced |
| Achmea Investment Management B.V. | 107,696 | $11.2M | 0.19% | −4,189−3.7% | Reduced |
| Worldquant Millennium Advisors LLC | 107,419 | $11.2M | 0.08% | −395,480−78.6% | Reduced |
| BTC Capital Management, Inc. | 106,812 | $11.1M | 0.99% | −2,497−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 106,632 | $11.1M | 0.21% | −780−0.7% | Reduced |
| Mediolanum International Funds Ltd | 106,459 | $11.1M | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 105,890 | $11.0M | 0.26% | +97,401+1,147.4% | Added |
| Atria Investments LLC | 105,863 | $11.0M | 0.14% | +9,917+10.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 105,763 | $11.0M | 0.03% | +20,896+24.6% | Added |
| Nomura Holdings Inc | 104,281 | $10.9M | 0.08% | +14,143+15.7% | Added |
| F/M Investments LLC | 102,821 | $10.7M | 0.37% | +11,832+13.0% | Added |
| New Republic Capital, LLC | 102,299 | $10.7M | 6.12% | +97+0.1% | Added |
| Twin Tree Management, LP | 101,409 | $10.6M | 0.25% | +6,907+7.3% | Added |
| Viking Fund Management LLC | 100,000 | $10.4M | 1.69% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 99,995 | $10.4M | 0.14% | +24,620+32.7% | Added |
| Stonegate Investment Group, LLC | 98,887 | $10.3M | 0.27% | +64,262+185.6% | Added |
| DuPont Capital Management Corp | 98,741 | $10.3M | 0.86% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 100,885 | $10.3M | 0.05% | +10,532+11.7% | Added |
| General Pension Society PZU Joint Stock Co | 97,369 | $10.1M | 2.94% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 96,925 | $10.1M | 0.93% | −1,270−1.3% | Reduced |
| Centre Asset Management, LLC | 96,661 | $10.1M | 2.17% | +673+0.7% | Added |
| Gulf International Bank (UK) Ltd | 96,301 | $10.0M | 0.26% | −4,138−4.1% | Reduced |
| Howe & Rusling Inc | 95,942 | $10.0M | 0.86% | +1,572+1.7% | Added |
| Scotia Capital Inc. | 95,213 | $9.93M | 0.05% | −4,430−4.4% | Reduced |
| Lyell Wealth Management, LP | 95,141 | $9.92M | 0.90% | +3,617+4.0% | Added |
| Banque Pictet & Cie SA | 94,478 | $9.85M | 0.10% | +3,968+4.4% | Added |
| Illinois Municipal Retirement Fund | 94,462 | $9.85M | 0.14% | +175+0.2% | Added |
| Fiduciary Alliance LLC | 93,288 | $9.72M | 1.29% | +10,773+13.1% | Added |
| Pacer Advisors, Inc. | 92,917 | $9.69M | 0.02% | +3,855+4.3% | Added |
| American Assets Investment Management, LLC | 92,000 | $9.59M | 0.84% | 00.0% | Unchanged |
| Banco Santander, S.A. | 90,891 | $9.47M | 0.11% | −1,225−1.3% | Reduced |
| Eagle Capital Management LLC | 90,734 | $9.46M | 0.04% | −11,037−10.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 89,863 | $9.37M | 0.65% | +38,720+75.7% | Added |
| Brinker Capital Investments, LLC | 89,436 | $9.32M | 0.09% | −2,728−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 89,436 | $9.32M | 0.09% | −2,728−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 89,203 | $9.30M | 0.59% | −13,150−12.8% | Reduced |
| Cornerstone Advisors, LLC | 88,800 | $9.26M | 0.37% | +4,000+4.7% | Added |
| Financial Counselors Inc | 88,279 | $9.20M | 0.14% | +7,354+9.1% | Added |
| Kentucky Retirement Systems | 86,786 | $9.05M | 0.27% | −7,513−8.0% | Reduced |
| Toroso Investments, LLC | 85,446 | $8.91M | 0.10% | +5,135+6.4% | Added |
| Allianz SE | 85,377 | $8.90M | 0.24% | +10,971+14.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 84,986 | $8.86M | 0.87% | +2,144+2.6% | Added |
| Advocate Group LLC | 84,365 | $8.79M | 1.59% | +1,557+1.9% | Added |
| Balyasny Asset Management LLC | 82,822 | $8.63M | 0.02% | +29,802+56.2% | Added |
| D.A. Davidson & Co. | 82,300 | $8.58M | 0.07% | +3,311+4.2% | Added |
| Advisors Asset Management, Inc. | 81,966 | $8.54M | 0.16% | −2,756−3.3% | Reduced |
| Castleark Management LLC | 81,820 | $8.53M | 0.35% | +81,820 | New |
| Calamos Wealth Management LLC | 81,801 | $8.53M | 0.44% | +493+0.6% | Added |
| Mizuho Securities USA LLC | 80,781 | $8.42M | 0.18% | −15,702−16.3% | Reduced |
| McGuire Investment Group, LLC | 80,172 | $8.36M | 1.18% | −1,523−1.9% | Reduced |
| Avitas Wealth Management LLC | 78,680 | $8.20M | 1.15% | +1,110+1.4% | Added |