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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

Q4 2024 vs. Q3 2024

How the institutions holding Morgan Stanley changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of MS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,875332,118+276
Shares1.35B3.26M1.36B+10.7M (+0.8%)
Value$141.1B$340.6M$170.9B+$30.1B (+21.4%)

33 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (358)

Institutions that held Morgan Stanley at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 358 by value.

Institutions new to MS in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc2,578,094$324.1M0.12%
Axiom Investors LLC1,556,964$195.7M1.44%
Menora Mivtachim Holdings Ltd.1,532,977$192.7M1.21%
Universal- Beteiligungs- und Servicegesellschaft mbH1,028,803$129.3M0.26%
Rokos Capital Management LLP813,197$102.3M2.22%
APG Asset Management N.V.790,346$96.0M0.27%
Ofi Invest Asset Management530,368$64.4M1.52%
Lansforsakringar Fondforvaltning AB (publ)493,794$62.1M0.35%
KLP Kapitalforvaltning AS483,589$60.8M0.29%
Trivest Advisors Ltd400,000$50.3M2.28%
Nearwater Capital Markets, Ltd321,773$40.5M1.15%
Weiss Asset Management LP244,045$30.7M0.70%
Police & Firemen's Retirement System of New Jersey169,293$21.3M0.21%
Madison Investment Advisors, LLC166,706$21.0M0.24%
Generali Asset Management SPA SGR157,088$19.7M0.50%
DJE Kapital AG157,593$19.7M0.46%
Magellan Asset Management Ltd143,248$18.0M0.20%
HRT Financial LP129,569$16.3M0.08%
Lighthouse Investment Partners, LLC112,096$14.1M0.55%
Avanza Fonder AB93,472$11.8M0.35%
Woodline Partners LP74,497$9.37M0.06%
Heritage Trust Co64,784$8.14M0.96%
NatWest Group plc64,049$8.05M2.38%
Voleon Capital Management LP62,856$7.90M0.59%
Caisse des Depots Et Consignations62,199$7.82M0.38%
Cinctive Capital Management LP60,632$7.62M0.41%
Marvin & Palmer Associates Inc54,377$6.84M5.22%
Essential Planning, LLC.55,120$6.77M0.04%
Canada Post Corp Registered Pension Plan51,001$6.41M0.38%
CAPROCK Group, Inc.47,921$6.02M0.20%
Bradyco, Inc.45,328$5.70M3.52%
Jupiter Asset Management Ltd45,228$5.69M0.06%
Laurion Capital Management LP39,314$4.94M0.31%
Mirabaud & Cie SA39,247$4.93M1.59%
Wolverine Asset Management LLC39,021$4.91M0.09%
Brentview Investment Management LLC37,154$4.67M2.65%
Raiffeisen Bank International AG36,271$4.56M0.07%
Allstate Corp35,918$4.52M0.13%
Pamalican Asset Management Ltd35,900$4.51M1.99%
Longbow Finance SA35,662$4.48M0.49%
Surience Private Wealth LLC35,362$4.45M5.74%
Capital Investment Counsel, LLC34,833$4.38M0.73%
BCJ Capital Management, LLC31,643$3.98M0.30%
Union Bancaire Privee, UBP SA33,860$3.97M0.07%
Entropy Technologies, LP31,516$3.96M0.41%
Generali Investments CEE, investicni spolecnost, a.s.30,400$3.82M0.39%
Susquehanna Fundamental Investments, LLC28,800$3.62M0.06%
IMC-Chicago, LLC28,450$3.58M0.10%
Bayesian Capital Management, LP27,800$3.50M0.43%
Stenger Family Office, LLC27,596$3.47M1.18%
Catherine Avery Investment Management LLC26,725$3.36M2.97%
Galaxy Digital Capital Management GP LLC26,677$3.35M2.45%
Cary Street Partners Financial LLC25,829$3.25M0.11%
Callan Family Office, LLC25,420$3.20M0.20%
Morangie Management LLC24,462$3.08M2.50%
Sciencast Management LP24,228$3.05M0.83%
Hurley Capital, LLC23,456$2.96M2.38%
Quadrature Capital Ltd22,794$2.87M0.06%
Alberta Investment Management Corp22,500$2.83M0.02%
Infrastructure Capital Advisors, LLC21,001$2.64M0.35%
Sandler Capital Management19,954$2.51M0.41%
Triglav Skladi, D.O.O.19,512$2.45M0.19%
JPL Wealth Management, LLC17,603$2.21M0.63%
International Assets Investment Management, LLC713,976$2.14M0.18%
IFC Advisors LLC16,986$2.14M0.47%
Boston Private Wealth LLC16,333$2.05M0.04%
Matrix Trust Co16,228$2.04M0.35%
Two Sigma Advisers, LP16,100$2.02M0.00%
Cherokee Insurance Co16,000$2.01M0.91%
Congress Asset Management Co14,533$1.83M0.01%
Aventura Private Wealth, LLC13,588$1.71M0.92%
Mirabella Financial Services LLP13,265$1.67M0.15%
Sagespring Wealth Partners, LLC13,045$1.64M0.04%
Evelyn Partners Investment Management LLP12,720$1.60M0.05%
Central Asset Investments & Management Holdings (HK) Ltd12,621$1.59M0.97%
Donoghue Forlines LLC12,283$1.54M0.52%
Worth Asset Management, LLC11,916$1.50M0.80%
Simplex Trading, LLC11,472$1.44M0.04%
SBI Securities Co., Ltd.10,608$1.33M0.04%
Advanced Portfolio Management, LLC9,321$1.29M1.52%
Trustmark National Bank Trust Department10,081$1.27M0.09%
FourThought Financial Partners, LLC9,949$1.25M0.13%
Verity & Verity, LLC9,879$1.24M0.11%
Gallagher Capital Advisors, LLC9,505$1.20M0.87%
USA Financial Portformulas Corp9,504$1.19M0.19%
Gladius Capital Management LP9,482$1.19M0.69%
Atlas Legacy Advisors, LLC9,405$1.18M0.29%
Moment Partners, LLC9,367$1.18M0.22%
bLong Financial, LLC8,871$1.12M0.92%
Bank of Jackson Hole Trust8,576$1.08M0.72%
GAM Holding AG8,321$1.05M0.08%
Myriad Asset Management US LP8,194$1.03M0.69%
South Plains Financial, Inc.8,082$1.02M0.78%
TigerOak Management, L.L.C.7,942$998.5K0.37%
Impact Capital Partners LLC7,585$953.6K0.34%
Flow Traders U.S. LLC7,383$928.0K0.04%
Clarendon Private LLC7,098$892.4K0.93%
Triad Wealth Partners, LLC6,821$857.5K0.31%
XTX Topco Ltd6,445$810.3K0.07%
Twin Capital Management Inc6,257$786.6K0.09%

Sold out (82)

Institutions that held Morgan Stanley at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of MS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Alyeska Investment Group, L.P.969,611$101.1M
Renaissance Technologies LLC757,783$79.0M
Holocene Advisors, LP435,373$45.4M
Kodai Capital Management LP360,042$37.5M
Susquehanna Portfolio Strategies, LLC237,080$24.7M
Ninety One SA (PTY) Ltd173,121$18.0M
Bridgewater Associates, LP169,357$17.7M
Aquatic Capital Management LLC137,400$14.3M
Natixis114,067$11.9M
Centre Asset Management, LLC96,661$10.1M
Investment Management Corp of Ontario64,353$6.71M
Moran Wealth Management, LLC52,465$5.47M
Veriti Management LLC49,674$5.18M
Mark Asset Management LP42,459$4.43M
Siemens Fonds Invest GmbH33,754$3.52M
Quantitative Investment Management, LLC30,162$3.14M
Epoch Investment Partners, Inc.28,461$2.97M
Interval Partners, LP26,471$2.76M
FORA Capital, LLC23,740$2.47M
TrueMark Investments, LLC23,480$2.45M
Anson Funds Management LP20,000$2.08M
DoubleLine ETF Adviser LP19,486$2.03M
Granger Management LLC18,336$1.91M
Graham Capital Management, L.P.13,280$1.38M
Andra AP-fonden12,911$1.35M
Summit Trail Advisors, LLC10,237$1.07M
Two Sigma Securities, LLC9,954$1.04M
Rpo LLC9,871$1.03M
Winton Group Ltd9,222$961.3K
Pacific Global Investment Management CO9,164$955.3K
Mint Tower Capital Management B.V.8,500$886.0K
Axq Capital, LP8,235$858.4K
Voloridge Investment Management, LLC7,777$810.7K
Auto-Owners Insurance Co7,500$781.8K
AlphaStar Capital Management, LLC7,254$756.1K
Aigen Investment Management, LP6,070$632.7K
Deerfield Management Company, L.P. (Series C)6,049$630.5K
Catalytic Wealth RIA, LLC5,551$578.6K
Atlanta Consulting Group Advisors, LLC4,979$519.0K
Morningstar Investment Services LLC4,951$515.0K
Strategic Investment Advisors4,264$444.5K
McDonald Partners LLC4,132$430.8K
Fiduciary Family Office, LLC3,255$339.3K
Stevens Capital Management LP3,217$335.0K
MBB Public Markets I LLC3,060$319.0K
Laffer Tengler Investments2,826$294.6K
Turtle Creek Wealth Advisors, LLC2,802$292.1K
EntryPoint Capital, LLC2,687$280.1K
InTrack Investment Management Inc2,600$271.0K
Strategy Asset Managers LLC2,571$268.0K
Carnegie Lake Advisors LLC2,500$261.0K
Willis Johnson & Associates, Inc.2,299$239.7K
Boothbay Fund Management, LLC2,197$229.0K
Accurate Wealth Management, LLC1,889$212.1K
Renasant Bank2,013$209.8K
49 Wealth Management, LLC1,963$204.6K
Transform Wealth, LLC1,948$203.1K
Jaffetilchin Investment Partners, LLC1,433$149.3K
Planned Solutions, Inc.1,295$135.0K
Reston Wealth Management LLC1,277$133.1K
Knuff & Co LLC1,170$122.0K
Ashton Thomas Securities, LLC1,052$109.7K
Gilliland Jeter Wealth Management LLC980$102.2K
Baldwin Brothers Inc730$76.1K
Cedar Wealth Management, LLC684$71.3K
Livelsberger Financial Advisory613$63.9K
Partnership Wealth Management, LLC468$48.8K
IMA Wealth, Inc.458$47.7K
Capital Performance Advisors LLP348$36.2K
Islay Capital Management, LLC300$31.3K
Redmont Wealth Advisors LLC142$14.8K
Claris Advisors, LLC139$14.5K
Aspire Private Capital, LLC121$12.6K
Focused Wealth Management, Inc103$10.7K
Uncommon Cents Investing LLC100$10.4K
Hoese & Co LLP100$10.4K
Stone House Investment Management, LLC70$7.30K
Blume Capital Management, Inc.47$4.90K
Westside Investment Management, Inc.46$4.68K
Northwest Financial Advisors28$2.87K
Voisard Asset Management Group, Inc.15$1.56K
Mendota Financial Group, LLC2$209

Not filed for Q4 2024 yet (33)

Institutions that held Morgan Stanley at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,077,282$216.5M
Raymond James Financial Services Advisors, Inc.332,329$34.6M
Chartwell Investment Partners, LLC220,262$23.0M
SpiderRock Advisors, LLC153,713$16.0M
B. Metzler seel. Sohn & Co. Holding AG139,078$14.5M
Banque Cantonale Vaudoise74,309$7.75M
Rakuten Investment Management, Inc.70,096$7.30M
Argent Financial Group, Inc.65,889$6.87M
Raymond James Trust N.A.37,007$3.86M
Eagle Asset Management Inc21,442$2.78M
Cary Street Partners Asset Management LLC25,341$2.64M
Inscription Capital, LLC6,942$723.7K
Alera Investment Advisors, LLC6,363$663.3K
Prio Wealth Limited Partnership5,764$600.8K
First Trust Investment Solutions L.P.3,740$389.9K
Kingfisher Capital LLC2,826$294.6K
Eisler Capital (US) LLC2,778$289.6K
Diversified, LLC2,740$285.6K
Pegasus Partners Ltd.2,288$238.5K
FinTrust Capital Advisors, LLC2,226$232.0K
Axiom Advisory, LLC2,112$212.7K
Susquehanna International Group Ltd.1,924$200.6K
M&R Capital Management Inc1,889$196.9K
Alpine Bank Wealth Management1,260$131.3K
Carmichael Hill & Associates, Inc.791$82.5K
Annapolis Financial Services, LLC447$46.6K
Planning Capital Management Corp357$37.2K
BBJS Financial Advisors, LLC300$31.3K
Northwest Investment Counselors, LLC245$25.5K
WFA of San Diego, LLC200$20.8K
ClariVest Asset Management LLC7$670
First Personal Financial Services5$522
VitalStone Financial, LLC1$104