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
- 1,875
- +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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 78,417 | $8.17M | 1.06% | +5,193+7.1% | Added |
| Hartford Investment Management Co | 78,405 | $8.17M | 0.27% | −1,816−2.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 78,145 | $8.15M | 0.14% | +23,179+42.2% | Added |
| Integrated Advisors Network LLC | 78,091 | $8.14M | 0.39% | +1,158+1.5% | Added |
| German American Bancorp, Inc. | 77,420 | $8.07M | 0.85% | +5,738+8.0% | Added |
| Socorro Asset Management LP | 77,029 | $8.03M | 3.05% | −17,356−18.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,989 | $8.03M | 2.80% | +677+0.9% | Added |
| Leuthold Group, LLC | 76,523 | $7.98M | 0.89% | +9,695+14.5% | Added |
| Hourglass Capital, LLC | 75,372 | $7.86M | 2.19% | −1,760−2.3% | Reduced |
| Greenwood Capital Associates LLC | 74,976 | $7.82M | 1.02% | −2,492−3.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 74,960 | $7.81M | 0.86% | −699−0.9% | Reduced |
| Colony Group, LLC | 74,768 | $7.79M | 0.03% | −247,268−76.8% | Reduced |
| Banque Cantonale Vaudoise | 74,309 | $7.75M | 0.32% | +10,403+16.3% | Added |
| TownSquare Capital, LLC | 73,872 | $7.70M | 0.09% | +6,303+9.3% | Added |
| Oliver Luxxe Assets LLC | 73,783 | $7.69M | 1.37% | +158+0.2% | Added |
| Flputnam Investment Management Co | 73,553 | $7.67M | 0.14% | +6,702+10.0% | Added |
| Private Advisor Group, LLC | 73,405 | $7.65M | 0.05% | +1,408+2.0% | Added |
| Amica Mutual Insurance Co | 73,035 | $7.61M | 0.74% | −6,468−8.1% | Reduced |
| Ci Investments Inc. | 71,895 | $7.49M | 0.03% | +7,014+10.8% | Added |
| Orbis Allan Gray Ltd | 71,672 | $7.47M | 0.04% | +51,872+262.0% | Added |
| Cyrus J. Lawrence, LLC | 71,109 | $7.41M | 1.45% | −925−1.3% | Reduced |
| Burns J W & Co Inc | 71,103 | $7.41M | 0.96% | −1,169−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,638 | $7.36M | 0.04% | +138+0.2% | Added |
| Caisse de Depot Et Placement du Quebec | 70,500 | $7.35M | 0.01% | −584,281−89.2% | Reduced |
| Core Alternative Capital | 70,449 | $7.34M | 1.42% | −8,834−11.1% | Reduced |
| Louisiana State Employees Retirement System | 70,100 | $7.31M | 0.13% | −700−1.0% | Reduced |
| Rakuten Investment Management, Inc. | 70,096 | $7.30M | 0.04% | +17,157+32.4% | Added |
| Hennessy Advisors Inc | 69,500 | $7.24M | 0.23% | 00.0% | Unchanged |
| Lido Advisors, LLC | 69,249 | $7.22M | 0.05% | +3,762+5.7% | Added |
| Securian Asset Management, Inc | 68,900 | $7.18M | 0.21% | −3,054−4.2% | Reduced |
| Montag A & Associates Inc | 68,096 | $7.10M | 0.34% | +70+0.1% | Added |
| GLOBALT Investments LLC | 68,062 | $7.09M | 0.27% | +29,783+77.8% | Added |
| Baugh & Associates, LLC | 69,785 | $7.03M | 3.62% | +629+0.9% | Added |
| Hartline Investment Corp | 67,174 | $7.00M | 0.87% | +34,829+107.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 67,034 | $6.99M | 1.66% | +915+1.4% | Added |
| Maryland State Retirement & Pension System | 66,951 | $6.98M | 0.15% | −23,538−26.0% | Reduced |
| Thrivent Financial for Lutherans | 66,871 | $6.97M | 0.01% | +497+0.7% | Added |
| Jane Street Group, LLC | 66,697 | $6.95M | 0.01% | −549,004−89.2% | Reduced |
| Albion Financial Group | 66,467 | $6.93M | 0.48% | −64−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 66,327 | $6.91M | 0.06% | +14,369+27.7% | Added |
| Iowa State Bank | 66,250 | $6.91M | 1.42% | +530+0.8% | Added |
| DCM Advisors, LLC | 65,962 | $6.88M | 3.46% | +105+0.2% | Added |
| Empowered Funds, LLC | 65,907 | $6.87M | 0.11% | +20,160+44.1% | Added |
| Argent Financial Group, Inc. | 65,889 | $6.87M | 0.82% | +65,889 | New |
| Omers Administration Corp | 65,353 | $6.81M | 0.06% | −19,200−22.7% | Reduced |
| Liontrust Investment Partners LLP | 70,000 | $6.80M | 0.10% | 00.0% | Unchanged |
| Groupama Asset Managment | 80,587 | $6.74M | 0.18% | −8,080−9.1% | Reduced |
| Investment Management Corp of Ontario | 64,353 | $6.71M | 0.15% | +13,100+25.6% | Added |
| White Pine Investment CO | 63,955 | $6.67M | 1.83% | −1,332−2.0% | Reduced |
| Private Wealth Partners, LLC | 62,395 | $6.50M | 0.52% | +2,660+4.5% | Added |
| Assenagon Asset Management S.A. | 62,267 | $6.49M | 0.01% | +5,502+9.7% | Added |
| Coldstream Capital Management Inc | 61,101 | $6.43M | 0.14% | +2,826+4.8% | Added |
| Foundations Investment Advisors, LLC | 61,380 | $6.40M | 0.13% | +8,610+16.3% | Added |
| New Mexico Educational Retirement Board | 61,210 | $6.38M | 0.22% | −2,500−3.9% | Reduced |
| Principal Street Partners, LLC | 61,053 | $6.36M | 1.04% | −17,895−22.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 60,845 | $6.34M | 0.75% | +60,845 | New |
| Synovus Financial Corp | 59,758 | $6.23M | 0.07% | +5,024+9.2% | Added |
| Cunning Capital Partners, LP | 58,878 | $6.14M | 3.25% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 58,826 | $6.13M | 0.19% | +12,180+26.1% | Added |
| Becker Capital Management Inc | 58,649 | $6.11M | 0.20% | +43+0.1% | Added |
| Xcel Wealth Management, LLC | 58,115 | $6.06M | 1.77% | −160−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 57,933 | $6.04M | 0.06% | +11,149+23.8% | Added |
| Tradewinds, LLC. | 57,814 | $6.03M | 1.86% | +2,662+4.8% | Added |
| Steel Peak Wealth Management LLC | 57,338 | $5.98M | 0.26% | +35,852+166.9% | Added |
| Aureus Asset Management, LLC | 57,159 | $5.96M | 0.39% | +617+1.1% | Added |
| First Hawaiian Bank | 55,664 | $5.80M | 0.19% | −1,597−2.8% | Reduced |
| Geller Advisors LLC | 55,488 | $5.78M | 0.40% | −864−1.5% | Reduced |
| Huntington National Bank | 55,108 | $5.74M | 0.04% | −568−1.0% | Reduced |
| Loomis Sayles & Co L P | 54,496 | $5.68M | 0.01% | +20,871+62.1% | Added |
| Thompson Siegel & Walmsley LLC | 54,433 | $5.67M | 0.09% | +110.0% | Added |
| Massmutual Trust Co FSB | 53,442 | $5.57M | 0.16% | +49+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 53,276 | $5.55M | 0.00% | −15,355−22.4% | Reduced |
| Old Second National Bank of Aurora | 53,265 | $5.55M | 1.34% | −990−1.8% | Reduced |
| Moran Wealth Management, LLC | 52,465 | $5.47M | 0.17% | −373−0.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,333 | $5.46M | 1.58% | −330−0.6% | Reduced |
| Parallel Advisors, LLC | 52,314 | $5.45M | 0.13% | +815+1.6% | Added |
| Metis Global Partners, LLC | 52,199 | $5.44M | 0.17% | +375+0.7% | Added |
| Trifecta Capital Advisors, LLC | 51,695 | $5.39M | 1.13% | −1,054−2.0% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $5.38M | 0.80% | 00.0% | Unchanged |
| Cullinan Associates Inc | 45,483 | $5.37M | 0.30% | +1,684+3.8% | Added |
| Norinchukin Bank, The | 51,511 | $5.37M | 0.13% | +7,133+16.1% | Added |
| HB Wealth Management, LLC | 50,770 | $5.29M | 0.06% | +3,559+7.5% | Added |
| Ballentine Partners, LLC | 50,755 | $5.29M | 0.09% | +1,540+3.1% | Added |
| Vinva Investment Management Ltd | 50,650 | $5.27M | 0.23% | +1,664+3.4% | Added |
| Intech Investment Management LLC | 50,254 | $5.24M | 0.06% | +903+1.8% | Added |
| Brevan Howard Capital Management LP | 49,884 | $5.20M | 0.25% | +49,884 | New |
| Veriti Management LLC | 49,674 | $5.18M | 0.28% | +6,820+15.9% | Added |
| AustralianSuper Pty Ltd | 49,602 | $5.17M | 0.03% | +49,602 | New |
| Summit Financial, LLC | 49,418 | $5.15M | 0.20% | +2,950+6.3% | Added |
| Elk River Wealth Management, LLC | 49,149 | $5.12M | 0.93% | +573+1.2% | Added |
| Trajan Wealth LLC | 48,737 | $5.08M | 0.30% | +2,282+4.9% | Added |
| Torray LLC | 48,487 | $5.05M | 0.71% | +3,651+8.1% | Added |
| Simon Quick Advisors, LLC | 48,471 | $5.05M | 0.32% | +861+1.8% | Added |
| E. Ohman J:or Asset Management AB | 48,326 | $5.04M | 0.12% | −3,500−6.8% | Reduced |
| HighPoint Advisor Group LLC | 48,150 | $5.02M | 0.29% | −5,900−10.9% | Reduced |
| Glenview Trust Co | 47,885 | $4.99M | 0.10% | +120.0% | Added |
| Joel Isaacson & Co., LLC | 47,795 | $4.98M | 0.24% | −39−0.1% | Reduced |
| First Manhattan Co | 47,391 | $4.94M | 0.01% | −185−0.4% | Reduced |
| Sterling Capital Management LLC | 47,099 | $4.91M | 0.06% | +47,099 | New |
| Tiaa Trust, National Association | 46,946 | $4.89M | 0.01% | −1,050−2.2% | Reduced |