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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 20,875 | $2.18M | 0.07% | −2,497−10.7% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.17M | 1.26% | 00.0% | Unchanged |
| Gries Financial LLC | 20,763 | $2.16M | 0.41% | −5,232−20.1% | Reduced |
| Smith, Salley & Associates | 20,700 | $2.16M | 0.14% | +4,493+27.7% | Added |
| Am Investment Strategies LLC | 20,692 | $2.16M | 0.52% | +166+0.8% | Added |
| IFG Advisory, LLC | 20,669 | $2.15M | 0.14% | +288+1.4% | Added |
| Profund Advisors LLC | 20,559 | $2.14M | 0.08% | +2,355+12.9% | Added |
| Freedom Day Solutions, LLC | 20,535 | $2.14M | 0.67% | −259−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 20,523 | $2.14M | 0.18% | −38−0.2% | Reduced |
| Verdence Capital Advisors LLC | 20,393 | $2.13M | 0.17% | +7,290+55.6% | Added |
| GAMMA Investing LLC | 20,312 | $2.12M | 0.21% | +5,576+37.8% | Added |
| Anson Funds Management LP | 20,000 | $2.08M | 0.30% | +20,000 | New |
| Harvest Investment Advisors, LLC | 19,981 | $2.08M | 1.42% | +175+0.9% | Added |
| Fundamentun, LLC | 19,922 | $2.08M | 0.14% | +1,065+5.6% | Added |
| LGT Group Foundation | 19,723 | $2.06M | 0.03% | +10+0.1% | Added |
| Capital Investment Counsel, Inc | 19,508 | $2.03M | 0.29% | −275−1.4% | Reduced |
| DoubleLine ETF Adviser LP | 19,486 | $2.03M | 0.49% | −1,461−7.0% | Reduced |
| Covenant Asset Management, LLC | 19,308 | $2.01M | 0.45% | −104−0.5% | Reduced |
| Chatham Capital Group, Inc. | 19,216 | $2.00M | 0.33% | −50−0.3% | Reduced |
| Prudent Man Advisors, LLC | 19,184 | $2.00M | 0.67% | −2,749−12.5% | Reduced |
| Forum Financial Management, LP | 19,161 | $2.00M | 0.03% | +134+0.7% | Added |
| Hudson Canyon Capital Management | 18,979 | $1.98M | 1.28% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 18,884 | $1.97M | 0.12% | +304+1.6% | Added |
| Alpha DNA Investment Management LLC | 18,831 | $1.96M | 1.07% | −27,376−59.2% | Reduced |
| Acropolis Investment Management, LLC | 18,735 | $1.95M | 0.12% | −133−0.7% | Reduced |
| Brown Brothers Harriman & Co | 18,700 | $1.95M | 0.01% | −848−4.3% | Reduced |
| Clough Capital Partners L P | 18,550 | $1.93M | 0.20% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,524 | $1.93M | 0.13% | +6,382+52.6% | Added |
| Hoey Investments, Inc | 19,669 | $1.91M | 0.37% | 00.0% | Unchanged |
| Granger Management LLC | 18,336 | $1.91M | 0.38% | −1,264−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 18,258 | $1.90M | 0.02% | −3,449−15.9% | Reduced |
| King Luther Capital Management Corp | 18,238 | $1.90M | 0.01% | +3,448+23.3% | Added |
| Abbot Financial Management, Inc. | 18,100 | $1.89M | 0.95% | 00.0% | Unchanged |
| Golden State Equity Partners | 18,078 | $1.88M | 0.29% | +5,950+49.1% | Added |
| South State Corp. | 18,053 | $1.88M | 0.13% | +1,606+9.8% | Added |
| Hall Laurie J Trustee | 18,000 | $1.88M | 0.59% | +18,000 | New |
| Ashburton (Jersey) Ltd | 17,911 | $1.87M | 0.68% | −219−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 17,872 | $1.86M | 0.16% | +2,281+14.6% | Added |
| Allworth Financial LP | 17,523 | $1.83M | 0.01% | +937+5.6% | Added |
| Waterfront Wealth Inc. | 15,281 | $1.82M | 0.45% | +191+1.3% | Added |
| Institute for Wealth Management, LLC. | 17,449 | $1.82M | 0.23% | −299−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 17,441 | $1.82M | 0.05% | +1,717+10.9% | Added |
| Snowden Capital Advisors LLC | 17,397 | $1.81M | 0.05% | +2,229+14.7% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $1.81M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 17,183 | $1.79M | 0.21% | −4,280−19.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 17,146 | $1.79M | 1.43% | 00.0% | Unchanged |
| Whittier Trust Co | 17,143 | $1.79M | 0.02% | −210−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,141 | $1.79M | 0.10% | +3,377+24.5% | Added |
| Oak Asset Management, LLC | 17,118 | $1.78M | 0.63% | −475−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 17,066 | $1.78M | 0.13% | +1,656+10.7% | Added |
| River Street Advisors LLC | 17,051 | $1.78M | 0.96% | +315+1.9% | Added |
| Insight Inv LLC | 17,042 | $1.78M | 1.49% | −265−1.5% | Reduced |
| Bradley Foster & Sargent Inc | 17,042 | $1.78M | 0.03% | +10.0% | Added |
| Brown Financial Advisors | 16,936 | $1.77M | 0.73% | −3,207−15.9% | Reduced |
| New England Research & Management, Inc. | 16,900 | $1.76M | 0.83% | −100−0.6% | Reduced |
| Donaldson Capital Management, LLC | 16,796 | $1.75M | 0.07% | −343−2.0% | Reduced |
| SG Americas Securities, LLC | 16,707 | $1.74M | 0.01% | −231,669−93.3% | Reduced |
| Valeo Financial Advisors, LLC | 16,666 | $1.74M | 0.05% | −650−3.8% | Reduced |
| Sumitomo Life Insurance Co | 16,636 | $1.73M | 0.03% | +429+2.6% | Added |
| Change Path, LLC | 16,591 | $1.73M | 0.06% | +9,090+121.2% | Added |
| Altman Advisors, Inc. | 16,581 | $1.73M | 0.77% | +251+1.5% | Added |
| Trust Investment Advisors | 16,516 | $1.72M | 1.10% | −22−0.1% | Reduced |
| Mutual Advisors, LLC | 14,388 | $1.71M | 0.05% | −1,675−10.4% | Reduced |
| Strategic Advisors LLC | 16,384 | $1.71M | 0.32% | +60.0% | Added |
| Ironwood Investment Counsel, LLC | 16,375 | $1.71M | 0.28% | +382+2.4% | Added |
| Williams Jones Wealth Management, LLC. | 16,350 | $1.70M | 0.02% | −941−5.4% | Reduced |
| Howland Capital Management LLC | 16,316 | $1.70M | 0.07% | −1,427−8.0% | Reduced |
| Decatur Capital Management, Inc. | 16,186 | $1.69M | 0.78% | +19+0.1% | Added |
| We Are One Seven, LLC | 16,131 | $1.68M | 0.07% | −266−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 16,039 | $1.67M | 0.18% | +770+5.0% | Added |
| Intrust Bank NA | 15,944 | $1.66M | 0.17% | +1,570+10.9% | Added |
| Cullen/Frost Bankers, Inc. | 15,924 | $1.66M | 0.02% | −60.0% | Reduced |
| 1st Source Bank | 15,852 | $1.65M | 0.09% | −100−0.6% | Reduced |
| Altrafin AG | 15,787 | $1.65M | 0.59% | −74−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 15,568 | $1.62M | 0.12% | −2,943−15.9% | Reduced |
| Mystic Asset Management, Inc. | 15,471 | $1.61M | 0.61% | −314−2.0% | Reduced |
| White Pine Capital LLC | 15,357 | $1.60M | 0.55% | −75−0.5% | Reduced |
| Northcape Wealth Management, LLC | 15,302 | $1.60M | 0.52% | 00.0% | Unchanged |
| NBT Bank N A | 15,287 | $1.59M | 0.11% | −150−1.0% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.59M | 0.13% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 15,191 | $1.58M | 0.45% | +1,346+9.7% | Added |
| Chesapeake Wealth Management | 15,160 | $1.58M | 0.54% | −302−2.0% | Reduced |
| Foster & Motley Inc | 15,132 | $1.58M | 0.10% | −928−5.8% | Reduced |
| Pensionmark Financial Group, LLC | 15,063 | $1.57M | 0.05% | +4,674+45.0% | Added |
| NVWM, LLC | 15,031 | $1.57M | 0.40% | +215+1.5% | Added |
| OmniStar Financial Group, Inc. | 14,958 | $1.56M | 1.17% | +14,958 | New |
| Dempze Nancy E | 15,000 | $1.56M | 0.87% | +15,000 | New |
| Somerset Trust Co | 14,919 | $1.56M | 0.58% | −109−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 14,849 | $1.55M | 0.05% | −184−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,779 | $1.54M | 0.04% | +1,334+9.9% | Added |
| Delphi Management Inc | 14,762 | $1.54M | 1.40% | −3,314−18.3% | Reduced |
| Wilkins Investment Counsel Inc | 14,714 | $1.53M | 0.21% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 14,704 | $1.53M | 1.42% | −4,890−25.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.53M | 0.50% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 14,690 | $1.53M | 0.11% | +1,803+14.0% | Added |
| Courier Capital LLC | 14,622 | $1.52M | 0.10% | −550−3.6% | Reduced |
| NewEdge Wealth, LLC | 14,604 | $1.52M | 0.03% | +3,420+30.6% | Added |
| Qtron Investments LLC | 14,581 | $1.52M | 0.21% | +3,412+30.5% | Added |
| Central Pacific Bank - Trust Division | 14,414 | $1.50M | 0.19% | +308+2.2% | Added |
| Concord Wealth Partners | 14,357 | $1.50M | 0.25% | +785+5.8% | Added |