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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; 2,745 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, Q4 2024

Institutional positions in Morgan Stanley as of Dec 31, 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
2,118
+276 vs. Q3 2024
Shares held
1.36B
+10.7M (+0.8%) vs. Q3 2024
Total value
$170.9B
+$30.1B (+21.4%) vs. Q3 2024
New holders
358
704 more added
Sold out
82
792 more reduced

33 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,118 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2024: $170.9B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2024.

Institutions holding MS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$630.00%−140−99.3%Reduced
Parallax Volatility Advisers, L.P.3$3770.00%+3New
Redwood Park Advisors LLC4$5030.00%+4New
Legacy Investment Solutions, LLC4$5600.00%00.0%Unchanged
Legacy Wealth Managment, LLC4$5600.00%00.0%Unchanged
CGC Financial Services, LLC5$6290.00%00.0%Unchanged
Tradewinds Capital Management, LLC5$6380.00%+5New
Stance Capital LLC6$7540.00%+6New
State of Wyoming7$8800.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$1.18K0.00%−349−97.5%Reduced
JDM Financial Group LLC10$1.26K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$1.26K0.00%−30−75.0%Reduced
Parkworth Wealth Management, Inc.11$1.38K0.00%+11New
Kessler Investment Group, LLC15$1.89K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC15$1.89K0.00%+15New
Nemes Rush Group LLC16$2.01K0.00%+16New
Horizons Wealth Management17$2.14K0.00%00.0%Unchanged
Arlington Trust Co LLC17$2.14K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.20$2.51K0.00%+20New
Mainstream Capital Management LLC20$2.51K0.00%+20New
POM Investment Strategies, LLC21$2.64K0.00%00.0%Unchanged
Menard Financial Group LLC21$2.64K0.00%+21New
Kings Path Partners LLC22$2.77K0.00%00.0%Unchanged
Ameriflex Group, Inc.21$2.91K0.00%+21New
Princeton Global Asset Management LLC24$3.02K0.00%−66−73.3%Reduced
WestEnd Advisors, LLC25$3.14K0.00%+2+8.7%Added
Acima Private Wealth, LLC26$3.27K0.00%00.0%Unchanged
Winnow Wealth LLC28$3.51K0.00%+28New
New Millennium Group LLC29$3.65K0.00%00.0%Unchanged
ORG Wealth Partners, LLC30$3.77K0.00%+30New
TruNorth Capital Management, LLC30$3.77K0.00%−19−38.8%Reduced
Principia Wealth Advisory, LLC33$4.15K0.00%+33New
NBC Securities, Inc.34$4.34K0.40%−35,393−99.9%Reduced
Clean Yield Group35$4.40K0.00%00.0%Unchanged
McIlrath & Eck, LLC35$4.40K0.00%00.0%Unchanged
Evermay Wealth Management LLC37$4.65K0.00%−15−28.8%Reduced
Global Wealth Strategies & Associates37$4.65K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC46$5.00K0.00%−1,040−95.8%Reduced
PayPay Securities Corp41$5.16K0.22%+7+20.6%Added
NewSquare Capital LLC45$5.66K0.00%+45New
Westend Capital Management, LLC47$5.91K0.00%00.0%Unchanged
Tidemark, LLC47$5.91K0.00%+47New
Aster Capital Management (DIFC) Ltd50$6.29K0.00%+50New
Financial Perspectives, Inc51$6.41K0.00%+51New
FPC Investment Advisory, Inc.47$6.51K0.00%+20+74.1%Added
Tucker Asset Management LLC53$6.66K0.00%+53New
Your Advocates Ltd., LLP56$7.04K0.00%00.0%Unchanged
Holos Integrated Wealth LLC56$7.04K0.00%+56New
SJS Investment Consulting Inc.56$7.04K0.00%−10−15.2%Reduced
Carolina Wealth Advisors, LLC58$7.29K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC59$7.42K0.00%+59New
Front Row Advisors LLC60$7.54K0.00%00.0%Unchanged
Anfield Capital Management, LLC62$7.79K0.00%00.0%Unchanged
Synergy Investment Management, LLC62$7.79K0.00%+62New
Fourth Dimension Wealth, LLC65$8.17K0.00%+65New
Live Oak Investment Partners–$8.80K0.01%––
Arcadia Investment Management Corp70$8.80K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC71$8.93K0.00%+71New
Coston, McIsaac & Partners77$9.00K0.00%00.0%Unchanged
Creative Capital Management Investments LLC72$9.05K0.00%00.0%Unchanged
Clark Wealth Partners72$9.05K0.01%+72New
First Community Trust NA73$9.18K0.01%00.0%Unchanged
WealthTrak Capital Management LLC73$9.18K0.01%+73New
Salomon & Ludwin, LLC75$9.43K0.00%−2−2.6%Reduced
Conquis Financial LLC79$9.93K0.01%+79New
University of Texas/Texas Am Investment Managment Co80$10.1K0.00%+80New
Richard W. Paul & Associates, LLC82$10.3K0.00%−15−15.5%Reduced
Atwood & Palmer Inc85$10.7K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.86$10.8K0.00%+86New
Centricity Wealth Management, LLC86$10.8K0.01%+86New
Legend Financial Advisors, Inc.87$10.9K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.88$11.1K0.00%−4,302−98.0%Reduced
Newbridge Financial Services Group, Inc.89$11.1K0.00%+89New
Darwin Advisors, LLC90$11.3K0.00%+51+130.8%Added
Putney Financial Group LLC90$11.3K0.01%+90New
LRI Investments, LLC93$11.7K0.00%00.0%Unchanged
Birchbrook, Inc.93$11.7K0.01%00.0%Unchanged
True Wealth Design, LLC100$12.6K0.00%+13+14.9%Added
Pacific Capital Wealth Advisors, Inc100$12.6K0.00%−112−52.8%Reduced
CBIZ Investment Advisory Services, LLC100$12.6K0.00%+100New
NCP Inc.101$12.6K0.01%−16−13.7%Reduced
Gables Capital Management Inc.103$12.9K0.01%00.0%Unchanged
Valued Wealth Advisors LLC105$13.2K0.01%+12+12.9%Added
Frazier Financial Advisors, LLC109$13.7K0.01%−26−19.3%Reduced
JNBA Financial Advisors112$14.1K0.00%−40−26.3%Reduced
Cherry Tree Wealth Management, LLC112$14.1K0.00%00.0%Unchanged
Nordwand Advisors, LLC113$14.2K0.01%00.0%Unchanged
Dogwood Wealth Management LLC115$14.4K0.01%+1+0.9%Added
High Note Wealth, LLC115$14.5K0.00%+115New
Financial Avengers, Inc.117$14.7K0.01%00.0%Unchanged
Transcendent Capital Group LLC117$14.7K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC118$14.8K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A119$15.0K0.01%00.0%Unchanged
Kentucky Trust Co119$15.0K0.01%+119New
Vision Financial Markets LLC124$15.6K0.02%+124New
Ritter Daniher Financial Advisory LLC125$15.7K0.00%00.0%Unchanged
Raffa Wealth Management, LLC128$16.1K0.00%+17+15.3%Added
Highline Wealth Partners LLC133$16.8K0.01%+52+64.2%Added
Avion Wealth141$17.0K0.00%+8+6.0%Added
RE Dickinson Investment Advisors, LLC138$17.3K0.01%+1+0.7%Added