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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 14,335 | $1.49M | 0.38% | −2,726−16.0% | Reduced |
| AMG National Trust Bank | 14,272 | $1.49M | 0.04% | −1,451−9.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,258 | $1.49M | 0.11% | +3,743+35.6% | Added |
| Norden Group LLC | 14,249 | $1.49M | 0.18% | +6,943+95.0% | Added |
| Charter Oak Capital Management, LLC | 14,217 | $1.48M | 0.14% | +14,217 | New |
| Diligent Investors, LLC | 14,151 | $1.48M | 0.34% | −21−0.1% | Reduced |
| Concord Asset Management, LLC | 14,146 | $1.47M | 0.33% | +1,028+7.8% | Added |
| Tocqueville Asset Management L.P. | 14,140 | $1.47M | 0.02% | −485−3.3% | Reduced |
| Capital Investment Advisory Services, LLC | 14,120 | $1.47M | 0.14% | +391+2.8% | Added |
| Global Retirement Partners, LLC | 14,117 | $1.47M | 0.04% | +1,063+8.1% | Added |
| Ronald Blue Trust, Inc. | 15,134 | $1.47M | 0.02% | +6,373+72.7% | Added |
| Northwest Bancshares, Inc. | 14,099 | $1.47M | 0.25% | +10,995+354.2% | Added |
| Lakeview Capital Partners, LLC | 14,074 | $1.47M | 0.23% | −5,400−27.7% | Reduced |
| Krilogy Financial LLC | 13,946 | $1.45M | 0.10% | +111+0.8% | Added |
| Garner Asset Management Corp | 13,937 | $1.45M | 0.67% | +234+1.7% | Added |
| Excalibur Management Corp | 13,936 | $1.45M | 0.55% | −177−1.3% | Reduced |
| Farther Finance Advisors, LLC | 13,649 | $1.42M | 0.05% | −1,345−9.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.42M | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 13,579 | $1.42M | 0.07% | +1,387+11.4% | Added |
| AE Wealth Management LLC | 13,576 | $1.42M | 0.01% | +2,334+20.8% | Added |
| Parkside Financial Bank & Trust | 13,568 | $1.41M | 0.20% | +219+1.6% | Added |
| LS Investment Advisors, LLC | 13,525 | $1.41M | 0.21% | +7,875+139.4% | Added |
| J.W. Cole Advisors, Inc. | 13,505 | $1.41M | 0.06% | +281+2.1% | Added |
| Systematic Financial Management LP | 13,500 | $1.41M | 0.04% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 13,491 | $1.41M | 0.02% | −4,977−26.9% | Reduced |
| Independent Financial Group, LLC | 13,423 | $1.40M | 0.05% | +997+8.0% | Added |
| Interchange Capital Partners, LLC | 13,387 | $1.40M | 0.50% | −198−1.5% | Reduced |
| Quadrant Capital Group LLC | 13,344 | $1.39M | 0.10% | +86+0.6% | Added |
| Graham Capital Management, L.P. | 13,280 | $1.38M | 0.05% | +6,812+105.3% | Added |
| Long Run Wealth Advisors, LLC | 13,279 | $1.38M | 0.33% | −158−1.2% | Reduced |
| Avestar Capital, LLC | 13,210 | $1.38M | 0.15% | +451+3.5% | Added |
| Meridian Wealth Management, LLC | 13,158 | $1.37M | 0.07% | +13,158 | New |
| Summit Global Investments | 13,101 | $1.37M | 0.09% | +8,637+193.5% | Added |
| Hartford Funds Management Co LLC | 13,102 | $1.37M | 0.13% | −926−6.6% | Reduced |
| Umpqua Bank | 13,039 | $1.36M | 0.50% | +346+2.7% | Added |
| TLWM | 13,031 | $1.36M | 0.28% | −240−1.8% | Reduced |
| Autumn Glory Partners, LLC | 12,912 | $1.35M | 0.52% | +8,377+184.7% | Added |
| Andra AP-fonden | 12,911 | $1.35M | 0.02% | +12,911 | New |
| Atomi Financial Group, Inc. | 12,893 | $1.34M | 0.08% | +107+0.8% | Added |
| Evoke Wealth, LLC | 12,761 | $1.33M | 0.04% | +12,761 | New |
| Panagora Asset Management Inc | 12,709 | $1.32M | 0.01% | −8−0.1% | Reduced |
| Clarius Group, LLC | 12,736 | $1.32M | 0.09% | −145−1.1% | Reduced |
| Greenwich Wealth Management LLC | 12,667 | $1.32M | 0.09% | −118,400−90.3% | Reduced |
| LVW Advisors, LLC | 12,654 | $1.32M | 0.17% | −2,361−15.7% | Reduced |
| Radnor Capital Management, LLC | 12,629 | $1.32M | 0.20% | +12,629 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.31M | 0.39% | 00.0% | Unchanged |
| AIA Group Ltd | 12,554 | $1.31M | 0.03% | −5,856−31.8% | Reduced |
| Wright Investors Service Inc | 12,538 | $1.31M | 0.34% | −5,030−28.6% | Reduced |
| Bard Financial Services, Inc. | 12,430 | $1.30M | 0.15% | −1,875−13.1% | Reduced |
| Chemung Canal Trust Co | 12,357 | $1.29M | 0.26% | −3,174−20.4% | Reduced |
| Vanguard Capital Wealth Advisors | 12,336 | $1.29M | 1.35% | −3,386−21.5% | Reduced |
| Viewpoint Capital Management LLC | 12,319 | $1.28M | 0.72% | 00.0% | Unchanged |
| Lansing Street Advisors | 12,284 | $1.28M | 0.47% | +103+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 12,251 | $1.28M | 0.32% | +699+6.1% | Added |
| Quent Capital, LLC | 12,218 | $1.27M | 0.13% | −141−1.1% | Reduced |
| Crestwood Advisors Group LLC | 12,151 | $1.27M | 0.02% | −1,380−10.2% | Reduced |
| Convergence Investment Partners, LLC | 12,117 | $1.26M | 0.34% | −245−2.0% | Reduced |
| Independence Bank of Kentucky | 12,099 | $1.26M | 0.27% | +8,114+203.6% | Added |
| Cigna Investments Inc | 12,060 | $1.26M | 0.22% | −165−1.3% | Reduced |
| Parkside Investments, LLC | 12,000 | $1.25M | 0.19% | +2,000+20.0% | Added |
| Lee Financial Co | 11,976 | $1.25M | 0.18% | +1,342+12.6% | Added |
| Rossmore Private Capital | 11,968 | $1.25M | 0.15% | +2,110+21.4% | Added |
| AlTi Global, Inc. | 11,960 | $1.25M | 0.03% | −45,427−79.2% | Reduced |
| Longfellow Investment Management Co LLC | 11,945 | $1.25M | 0.31% | +72+0.6% | Added |
| EverSource Wealth Advisors, LLC | 11,895 | $1.24M | 0.08% | +108+0.9% | Added |
| Diversify Advisory Services, LLC | 10,477 | $1.24M | 0.07% | +65+0.6% | Added |
| Delta Asset Management LLC | 11,827 | $1.23M | 0.11% | −75−0.6% | Reduced |
| Camarda Financial Advisors, LLC | 11,744 | $1.22M | 0.46% | +11,744 | New |
| Principle Wealth Partners LLC | 11,674 | $1.22M | 0.09% | +30+0.3% | Added |
| Parsons Capital Management Inc | 11,633 | $1.21M | 0.08% | +340+3.0% | Added |
| Brighton Jones LLC | 11,597 | $1.21M | 0.05% | +216+1.9% | Added |
| GTS Securities LLC | 11,559 | $1.20M | 0.02% | −29,017−71.5% | Reduced |
| Spire Wealth Management | 11,447 | $1.19M | 0.04% | +68+0.6% | Added |
| Magnus Financial Group LLC | 11,439 | $1.19M | 0.12% | +1,487+14.9% | Added |
| Zullo Investment Group, Inc. | 11,411 | $1.19M | 0.49% | −74−0.6% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.19M | 0.26% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 11,383 | $1.19M | 0.18% | −32−0.3% | Reduced |
| Buffington Mohr McNeal | 11,375 | $1.19M | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11,327 | $1.18M | 0.03% | +570+5.3% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $1.18M | 0.73% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,279 | $1.18M | 0.03% | −765−6.4% | Reduced |
| Quadcap Wealth Management, LLC | 11,275 | $1.18M | 0.18% | +242+2.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 11,152 | $1.16M | 0.42% | −206−1.8% | Reduced |
| Trust Point Inc. | 11,112 | $1.16M | 0.09% | +740+7.1% | Added |
| Cape Ann Savings Bank | 11,079 | $1.15M | 0.67% | −189−1.7% | Reduced |
| Wedmont Private Capital | 10,723 | $1.15M | 0.07% | +649+6.4% | Added |
| Parcion Private Wealth LLC | 11,052 | $1.15M | 0.10% | +1,769+19.1% | Added |
| Mather Group, LLC. | 11,041 | $1.15M | 0.01% | +218+2.0% | Added |
| Avalon Trust Co | 11,000 | $1.15M | 0.08% | −2,000−15.4% | Reduced |
| Berkshire Asset Management LLC | 11,796 | $1.15M | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 10,993 | $1.15M | 0.04% | −87−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 10,851 | $1.13M | 0.01% | −549−4.8% | Reduced |
| Gibraltar Capital Management, Inc. | 10,835 | $1.13M | 0.51% | +643+6.3% | Added |
| Peoples Financial Services Corp. | 10,835 | $1.13M | 0.51% | −221−2.0% | Reduced |
| Hamilton Capital, LLC | 9,709 | $1.13M | 0.08% | +371+4.0% | Added |
| Schear Investment Advisers, LLC | 10,791 | $1.12M | 0.70% | +887+9.0% | Added |
| Mork Capital Management, LLC | 10,670 | $1.11M | 0.80% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,626 | $1.11M | 0.05% | +388+3.8% | Added |
| Venturi Wealth Management, LLC | 10,401 | $1.08M | 0.06% | −392−3.6% | Reduced |
| Shelton Capital Management | 10,376 | $1.08M | 0.03% | −21,781−67.7% | Reduced |