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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 47,376 | $4.86M | 0.09% | +41,308+680.8% | Added |
| Ameritas Investment Partners, Inc. | 46,399 | $4.84M | 0.16% | −3,226−6.5% | Reduced |
| Atria Wealth Solutions, Inc. | 46,068 | $4.80M | 0.05% | −6,891−13.0% | Reduced |
| Jupiter Wealth Management LLC | 45,928 | $4.79M | 2.45% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 45,253 | $4.72M | 0.45% | +941+2.1% | Added |
| Citizens Financial Group Inc | 45,144 | $4.71M | 0.09% | +7,151+18.8% | Added |
| Empirical Finance, LLC | 44,955 | $4.69M | 0.27% | +805+1.8% | Added |
| Lincluden Management Ltd | 44,857 | $4.68M | 0.51% | +562+1.3% | Added |
| SkyOak Wealth, LLC | 44,579 | $4.65M | 1.03% | +80.0% | Added |
| Linscomb & Williams, Inc. | 44,465 | $4.64M | 0.23% | −235−0.5% | Reduced |
| Hodges Capital Management Inc. | 44,384 | $4.63M | 0.30% | +845+1.9% | Added |
| First National Bank of Omaha | 44,008 | $4.59M | 0.29% | −2,282−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,629 | $4.44M | 0.00% | −15,051−26.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 42,536 | $4.43M | 0.96% | −2,099−4.7% | Reduced |
| Mark Asset Management LP | 42,459 | $4.43M | 0.55% | +33,136+355.4% | Added |
| Tower Research Capital LLC (TRC) | 42,310 | $4.41M | 0.12% | −8,577−16.9% | Reduced |
| Zions Bancorporation, N.A. | 41,877 | $4.37M | 0.32% | +37,356+826.3% | Added |
| Capital International Sarl | 40,986 | $4.27M | 0.11% | +6,117+17.5% | Added |
| Roanoke Asset Management Corp | 40,868 | $4.26M | 1.34% | −165−0.4% | Reduced |
| Abn Amro Investment Solutions | 40,699 | $4.24M | 0.07% | +8,485+26.3% | Added |
| Stock Yards Bank & Trust Co | 40,513 | $4.22M | 0.14% | −1,649−3.9% | Reduced |
| Hilltop Holdings Inc. | 40,178 | $4.19M | 0.27% | +32,044+394.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,482 | $4.12M | 0.10% | −341−0.9% | Reduced |
| Geneos Wealth Management Inc. | 39,480 | $4.12M | 0.16% | +3,332+9.2% | Added |
| United Capital Financial Advisers, LLC | 39,453 | $4.11M | 0.03% | −359−0.9% | Reduced |
| Cypress Financial Planning LLC | 39,435 | $4.11M | 1.52% | −645−1.6% | Reduced |
| Occidental Asset Management, LLC | 39,361 | $4.10M | 0.66% | +1,918+5.1% | Added |
| Mayflower Financial Advisors, LLC | 39,035 | $4.07M | 0.61% | +113+0.3% | Added |
| Adell Harriman & Carpenter Inc | 38,573 | $4.02M | 0.29% | −247−0.6% | Reduced |
| Logan Capital Management Inc | 38,290 | $3.99M | 0.16% | −2,516−6.2% | Reduced |
| Highland Capital Management, LLC | 37,803 | $3.94M | 0.22% | −2,069−5.2% | Reduced |
| Frank, Rimerman Advisors LLC | 37,785 | $3.94M | 0.28% | +6,577+21.1% | Added |
| Savant Capital, LLC | 37,632 | $3.92M | 0.03% | +5,287+16.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 37,617 | $3.92M | 0.33% | +4,287+12.9% | Added |
| City Holding Co | 37,615 | $3.92M | 0.54% | −62−0.2% | Reduced |
| Plato Investment Management Ltd | 37,481 | $3.90M | 0.32% | +9,196+32.5% | Added |
| Cito Capital Group, LLC | 37,355 | $3.89M | 1.45% | −9,000−19.4% | Reduced |
| SevenBridge Financial Group, LLC | 29,113 | $3.89M | 0.75% | +1,139+4.1% | Added |
| Group One Trading, L.P. | 37,238 | $3.88M | 0.15% | +21,002+129.4% | Added |
| Financial Advisory Partners, LLC | 37,177 | $3.88M | 1.29% | −1,169−3.0% | Reduced |
| Braun Stacey Associates Inc | 37,074 | $3.86M | 0.15% | −2,783−7.0% | Reduced |
| Raymond James Trust N.A. | 37,007 | $3.86M | 0.08% | +4,618+14.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,884 | $3.84M | 0.27% | −3,478−8.6% | Reduced |
| Patten & Patten Inc | 36,854 | $3.84M | 0.25% | −32−0.1% | Reduced |
| S&CO Inc | 36,747 | $3.83M | 0.25% | +3,709+11.2% | Added |
| Cary Street Partner Investment Advisory LLC | 36,550 | $3.81M | 0.14% | −3,705−9.2% | Reduced |
| Independent Advisor Alliance | 36,217 | $3.78M | 0.14% | −890−2.4% | Reduced |
| Alley Investment Management Company, LLC | 36,039 | $3.76M | 0.48% | 00.0% | Unchanged |
| Everence Capital Management Inc | 35,881 | $3.74M | 0.24% | +4,140+13.0% | Added |
| Sandy Cove Advisors, LLC | 35,832 | $3.74M | 1.52% | +113+0.3% | Added |
| Carret Asset Management, LLC | 35,581 | $3.71M | 0.40% | +2,435+7.3% | Added |
| Shorepoint Capital Partners LLC | 35,515 | $3.70M | 0.84% | +82+0.2% | Added |
| NBC Securities, Inc. | 35,427 | $3.69M | 0.31% | −297−0.8% | Reduced |
| Inspire Trust Co, N.A. | 35,300 | $3.68M | 1.01% | +6,000+20.5% | Added |
| Integrated Wealth Concepts LLC | 35,125 | $3.66M | 0.04% | −1,162−3.2% | Reduced |
| First National Trust Co | 34,959 | $3.64M | 0.14% | −387−1.1% | Reduced |
| First National Advisers, LLC | 34,932 | $3.64M | 0.58% | +2,217+6.8% | Added |
| CTC LLC | 34,819 | $3.63M | 0.17% | −65,626−65.3% | Reduced |
| KMG Fiduciary Partners, LLC | 34,745 | $3.62M | 0.31% | +150+0.4% | Added |
| Dana Investment Advisors, Inc. | 34,611 | $3.61M | 0.12% | +1,014+3.0% | Added |
| Axxcess Wealth Management, LLC | 34,482 | $3.59M | 0.09% | −783−2.2% | Reduced |
| RNC Capital Management LLC | 36,978 | $3.59M | 0.20% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34,325 | $3.58M | 0.10% | +16,865+96.6% | Added |
| Moody National Bank Trust Division | 34,012 | $3.55M | 0.38% | +6,547+23.8% | Added |
| Compagnie Lombard Odier SCmA | 33,850 | $3.53M | 0.05% | +100+0.3% | Added |
| Sculati Wealth Management, LLC | 33,837 | $3.53M | 1.41% | −521−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 33,754 | $3.52M | 0.28% | −1,279−3.7% | Reduced |
| K.J. Harrison & Partners Inc | 29,700 | $3.51M | 0.53% | +250+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 33,626 | $3.51M | 0.15% | +2,190+7.0% | Added |
| Edgestream Partners, L.P. | 33,622 | $3.50M | 0.15% | +33,622 | New |
| Wealthspire Advisors, LLC | 33,482 | $3.49M | 0.04% | +428+1.3% | Added |
| Sigma Planning Corp | 33,265 | $3.47M | 0.11% | −1,765−5.0% | Reduced |
| LMCG Investments, LLC | 33,246 | $3.47M | 0.21% | +7,384+28.6% | Added |
| V-Square Quantitative Management LLC | 33,243 | $3.47M | 0.51% | +4,350+15.1% | Added |
| Beacon Pointe Advisors, LLC | 33,142 | $3.45M | 0.04% | −186−0.6% | Reduced |
| First Citizens Bank & Trust Co | 32,959 | $3.44M | 0.08% | −124−0.4% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $3.42M | 1.26% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32,561 | $3.39M | 0.05% | −68−0.2% | Reduced |
| Community Trust & Investment Co | 32,424 | $3.38M | 0.21% | −705−2.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,290 | $3.37M | 2.12% | −266−0.8% | Reduced |
| Fulton Bank, N.A. | 32,056 | $3.34M | 0.13% | +6,078+23.4% | Added |
| Wetherby Asset Management Inc | 31,963 | $3.33M | 0.15% | −281−0.9% | Reduced |
| Greenleaf Trust | 31,875 | $3.32M | 0.03% | +114+0.4% | Added |
| Stephens Inc | 31,849 | $3.32M | 0.05% | +1,972+6.6% | Added |
| Canandaigua National Bank & Trust Co | 31,746 | $3.31M | 0.31% | −928−2.8% | Reduced |
| Apollon Wealth Management, LLC | 31,656 | $3.30M | 0.09% | +1,258+4.1% | Added |
| Congress Wealth Management LLC | 31,619 | $3.30M | 0.04% | +22,293+239.0% | Added |
| ING Groep NV | 31,588 | $3.29M | 0.02% | −88,090−73.6% | Reduced |
| Mattson Financial Services, LLC | 33,861 | $3.29M | 1.18% | −213−0.6% | Reduced |
| Brasada Capital Management, LP | 30,808 | $3.22M | 0.56% | −8,275−21.2% | Reduced |
| Fidelis Capital Partners, LLC | 27,139 | $3.21M | 0.38% | +120+0.4% | Added |
| Quantitative Investment Management, LLC | 30,162 | $3.14M | 0.31% | +30,162 | New |
| National Asset Management, Inc. | 30,074 | $3.14M | 0.09% | −940−3.0% | Reduced |
| Gifford Fong Associates | 30,000 | $3.13M | 0.78% | 00.0% | Unchanged |
| Haverford Trust Co | 29,980 | $3.13M | 0.03% | +174+0.6% | Added |
| United Services Automobile Association | 29,636 | $3.09M | 0.08% | −7,072−19.3% | Reduced |
| Central Trust Co | 29,483 | $3.07M | 0.07% | −7,458−20.2% | Reduced |
| Salem Investment Counselors Inc | 29,408 | $3.07M | 0.09% | −134−0.5% | Reduced |
| Commerzbank Aktiengesellschaft | 29,061 | $3.03M | 0.08% | +4,432+18.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $3.03M | 0.03% | 00.0% | Unchanged |