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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 28,757 | $3.00M | 0.28% | +585+2.1% | Added |
| Skopos Labs, Inc. | 28,723 | $2.99M | 0.99% | +721+2.6% | Added |
| Advisory Services Network, LLC | 30,696 | $2.98M | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 28,585 | $2.98M | 0.03% | +2,809+10.9% | Added |
| Prime Capital Investment Advisors, LLC | 28,489 | $2.97M | 0.04% | −2,733−8.8% | Reduced |
| Davenport & Co LLC | 28,488 | $2.97M | 0.02% | +18,892+196.9% | Added |
| Epoch Investment Partners, Inc. | 28,461 | $2.97M | 0.01% | +257+0.9% | Added |
| Ritholtz Wealth Management | 28,262 | $2.95M | 0.09% | −384−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $2.92M | 0.03% | +367+1.5% | Added |
| Stratos Wealth Partners, LTD. | 27,890 | $2.91M | 0.04% | +2,316+9.1% | Added |
| Meyer Handelman Co | 27,798 | $2.90M | 0.10% | −444−1.6% | Reduced |
| Bleakley Financial Group, LLC | 27,543 | $2.87M | 0.09% | +3,042+12.4% | Added |
| Perigon Wealth Management, LLC | 27,477 | $2.86M | 0.08% | +9,751+55.0% | Added |
| Harbor Capital Advisors, Inc. | 27,305 | $2.85M | 0.12% | +131+0.5% | Added |
| Americana Partners, LLC | 27,089 | $2.82M | 0.19% | −718−2.6% | Reduced |
| Burney Co | 27,074 | $2.82M | 0.10% | +2,828+11.7% | Added |
| Capital International Ltd | 27,065 | $2.82M | 0.12% | −287−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 26,814 | $2.80M | 0.05% | −695−2.5% | Reduced |
| Lipe & Dalton | 26,722 | $2.79M | 1.41% | −298−1.1% | Reduced |
| StoneX Group Inc. | 26,688 | $2.78M | 0.20% | +5,448+25.6% | Added |
| Equitable Holdings, Inc. | 26,685 | $2.78M | 0.03% | −3,260−10.9% | Reduced |
| Eagle Asset Management Inc | 21,442 | $2.78M | 0.01% | +5,155+31.7% | Added |
| Culbertson A N & Co Inc | 26,579 | $2.77M | 0.45% | +1,289+5.1% | Added |
| Interval Partners, LP | 26,471 | $2.76M | 0.08% | −38,232−59.1% | Reduced |
| Aspen Grove Capital, LLC | 26,451 | $2.76M | 0.61% | +100+0.4% | Added |
| Hamilton Capital Partners Inc. | 26,433 | $2.76M | 0.24% | +11,626+78.5% | Added |
| Next Level Private LLC | 26,303 | $2.74M | 1.12% | 00.0% | Unchanged |
| Diversified Trust Co | 26,280 | $2.74M | 0.07% | −823−3.0% | Reduced |
| Dimension Capital Management LLC | 26,270 | $2.74M | 0.52% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 26,264 | $2.74M | 0.36% | −9,287−26.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26,250 | $2.74M | 0.04% | −548−2.0% | Reduced |
| Jones Financial Companies LLLP | 26,028 | $2.71M | 0.00% | +14,765+131.1% | Added |
| Bouvel Investment Partners, LLC | 25,924 | $2.70M | 1.02% | +153+0.6% | Added |
| HCR Wealth Advisors | 25,806 | $2.69M | 0.35% | +710+2.8% | Added |
| Glass Wealth Management Co LLC | 25,783 | $2.69M | 1.49% | +1,088+4.4% | Added |
| Palisade Asset Management, LLC | 25,714 | $2.68M | 0.26% | +993+4.0% | Added |
| Transcend Wealth Collective, LLC | 25,626 | $2.67M | 0.18% | −814−3.1% | Reduced |
| KCM Investment Advisors LLC | 25,478 | $2.66M | 0.09% | −338−1.3% | Reduced |
| Paradigm Asset Management Co LLC | 25,400 | $2.65M | 0.69% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 25,341 | $2.64M | 0.35% | −40−0.2% | Reduced |
| PGGM Investments | 25,199 | $2.63M | 0.03% | +11,956+90.3% | Added |
| Hunter Associates Investment Management LLC | 25,122 | $2.62M | 0.41% | −280−1.1% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $2.61M | 0.18% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 24,880 | $2.59M | 0.11% | 00.0% | Unchanged |
| Northeast Investment Management | 24,589 | $2.56M | 0.11% | 00.0% | Unchanged |
| Stolper Co | 24,532 | $2.56M | 0.84% | −256−1.0% | Reduced |
| Community Bank, N.A. | 24,520 | $2.56M | 0.32% | −650−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,442 | $2.55M | 0.14% | −899−3.5% | Reduced |
| HTLF Bank | 24,131 | $2.52M | 0.27% | −555−2.2% | Reduced |
| Leonteq Securities AG | 24,068 | $2.51M | 0.30% | +8,424+53.8% | Added |
| La Banque Postale Asset Management SA | 24,045 | $2.51M | 0.04% | +1,005+4.4% | Added |
| Vestcor Inc | 24,029 | $2.50M | 0.08% | +903+3.9% | Added |
| Signaturefd, LLC | 24,016 | $2.50M | 0.05% | −537−2.2% | Reduced |
| Park Avenue Securities LLC | 23,932 | $2.50M | 0.03% | −2,461−9.3% | Reduced |
| Horizon Investments, LLC | 24,113 | $2.49M | 0.07% | +5,882+32.3% | Added |
| FORA Capital, LLC | 23,740 | $2.47M | 0.29% | +23,740 | New |
| Wolff Wiese Magana LLC | 23,694 | $2.47M | 1.69% | +361+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 23,635 | $2.46M | 0.50% | +5,261+28.6% | Added |
| Meeder Advisory Services, Inc. | 23,582 | $2.46M | 0.16% | −1,957−7.7% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.45M | 0.89% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 23,480 | $2.45M | 0.79% | −9,485−28.8% | Reduced |
| Trust Co of Toledo NA | 23,469 | $2.45M | 0.33% | +2,935+14.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 23,454 | $2.44M | 0.09% | −1,410−5.7% | Reduced |
| Griffin Asset Management, Inc. | 23,343 | $2.43M | 0.27% | −212−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 22,486 | $2.42M | 0.12% | −301−1.3% | Reduced |
| Pitcairn Co | 23,168 | $2.42M | 0.14% | −11,580−33.3% | Reduced |
| Lake Street Advisors Group, LLC | 23,088 | $2.41M | 0.11% | −12,274−34.7% | Reduced |
| Venture Visionary Partners LLC | 22,949 | $2.39M | 0.10% | −1,609−6.6% | Reduced |
| Benjamin Edwards Inc | 22,872 | $2.38M | 0.03% | +22,150+3,067.9% | Added |
| D L Carlson Investment Group Inc | 22,782 | $2.37M | 0.43% | −719−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,602 | $2.36M | 0.11% | −6,036−21.1% | Reduced |
| Two Sigma Investments, LP | 22,600 | $2.36M | 0.01% | +5,123+29.3% | Added |
| Richard P Slaughter Associates Inc | 22,567 | $2.35M | 0.55% | −673−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 22,545 | $2.35M | 0.24% | −2,275−9.2% | Reduced |
| Alaethes Wealth LLC | 22,523 | $2.35M | 0.87% | +779+3.6% | Added |
| Financial Advisory Service, Inc. | 22,463 | $2.34M | 0.19% | +1,615+7.7% | Added |
| Leavell Investment Management, Inc. | 22,376 | $2.33M | 0.12% | −75−0.3% | Reduced |
| PFG Investments, LLC | 22,358 | $2.33M | 0.15% | −14−0.1% | Reduced |
| Baldwin Investment Management, LLC | 22,347 | $2.33M | 0.29% | −2,033−8.3% | Reduced |
| Sowell Financial Services LLC | 22,331 | $2.33M | 0.11% | −389−1.7% | Reduced |
| Principal Securities, Inc. | 22,192 | $2.31M | 0.06% | +4,509+25.5% | Added |
| Fifth Third Wealth Advisors LLC | 22,186 | $2.31M | 0.14% | +1,218+5.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,141 | $2.31M | 0.08% | +456+2.1% | Added |
| EP Wealth Advisors, LLC | 22,123 | $2.31M | 0.02% | +4,572+26.0% | Added |
| NorthRock Partners, LLC | 21,948 | $2.29M | 0.08% | −484−2.2% | Reduced |
| Caldwell Trust Co | 21,902 | $2.28M | 0.24% | −223−1.0% | Reduced |
| William B. Walkup & Associates, Inc. | 21,830 | $2.28M | 1.41% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $2.27M | 0.08% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 22,000 | $2.26M | 0.17% | 00.0% | Unchanged |
| Vident Advisory, LLC | 21,480 | $2.24M | 0.06% | −18,470−46.2% | Reduced |
| Vise Technologies, Inc. | 21,213 | $2.21M | 0.28% | +6,006+39.5% | Added |
| Granite Group Advisors, LLC | 21,174 | $2.21M | 1.42% | −440−2.0% | Reduced |
| Dynasty Wealth Management, LLC | 21,174 | $2.21M | 0.07% | −620−2.8% | Reduced |
| Asio Capital, LLC | 21,159 | $2.21M | 0.42% | +678+3.3% | Added |
| Bryn Mawr Trust Co | 21,134 | $2.20M | 0.04% | +17,454+474.3% | Added |
| Morningstar Investment Management LLC | 19,594 | $2.20M | 0.22% | −11,622−37.2% | Reduced |
| Capital Investment Advisors, LLC | 21,045 | $2.19M | 0.05% | −1,081−4.9% | Reduced |
| Regions Financial Corp | 20,980 | $2.19M | 0.02% | −189−0.9% | Reduced |
| Prospera Financial Services Inc | 20,938 | $2.18M | 0.06% | +183+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 20,921 | $2.18M | 0.16% | −3,788−15.3% | Reduced |