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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Copley Financial Group, Inc. | 5,313 | $668.0K | 0.51% | −836−13.6% | Reduced |
| Bell Bank | 5,327 | $669.7K | 0.05% | +409+8.3% | Added |
| Northern Financial Advisors Inc | 5,338 | $671.1K | 0.54% | −68−1.3% | Reduced |
| Bahl & Gaynor Inc | 5,340 | $671.3K | 0.00% | −60−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,344 | $671.9K | 0.09% | −121−2.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,385 | $677.0K | 0.07% | −1,339−19.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,402 | $679.1K | 0.22% | −88−1.6% | Reduced |
| 1832 Asset Management L.P. | 5,408 | $679.9K | 0.00% | −1,350−20.0% | Reduced |
| Canopy Partners, LLC | 5,409 | $680.0K | 0.26% | +15+0.3% | Added |
| AlphaCore Capital LLC | 5,412 | $680.4K | 0.15% | +489+9.9% | Added |
| Adirondack Trust Co | 5,421 | $681.5K | 0.26% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,423 | $681.7K | 0.10% | −1,067−16.4% | Reduced |
| SlateStone Wealth, LLC | 5,422 | $682.0K | 0.07% | +210+4.0% | Added |
| Evergreen Capital Management LLC | 5,429 | $682.5K | 0.02% | +659+13.8% | Added |
| Heritage Wealth Advisors | 5,432 | $682.9K | 0.03% | +15+0.3% | Added |
| Lazari Capital Management, Inc. | 5,447 | $684.8K | 0.27% | −36−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,462 | $686.7K | 0.01% | −40−0.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $686.7K | 0.05% | 00.0% | Unchanged |
| Financial Advisors, LLC | 5,476 | $688.5K | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 5,512 | $692.9K | 0.03% | −1,226−18.2% | Reduced |
| Rehmann Capital Advisory Group | 5,522 | $694.3K | 0.04% | +616+12.6% | Added |
| HBK Sorce Advisory LLC | 5,536 | $696.0K | 0.02% | +487+9.6% | Added |
| Vivaldi Capital Management, LLC | 5,096 | $696.4K | 0.11% | +90+1.8% | Added |
| Tributary Capital Management, LLC | 5,545 | $697.1K | 0.05% | −305−5.2% | Reduced |
| Curbstone Financial Management Corp | 5,576 | $701.0K | 0.15% | −200−3.5% | Reduced |
| Barlow Wealth Partners, Inc. | 5,382 | $702.6K | 0.09% | −400−6.9% | Reduced |
| Marcum Wealth, LLC | 5,600 | $704.0K | 0.06% | +343+6.5% | Added |
| Credit Industriel Et Commercial | 5,630 | $707.8K | 0.19% | +5,630 | New |
| Red Lighthouse Investment Management, LLC | 5,635 | $708.4K | 0.28% | −210−3.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,184 | $709.4K | 0.06% | −720−12.2% | Reduced |
| PDS Planning, Inc | 5,650 | $710.3K | 0.06% | −63−1.1% | Reduced |
| Wealth Effects LLC | 5,675 | $713.5K | 0.25% | −25−0.4% | Reduced |
| Washburn Capital Management, Inc. | 5,686 | $715.0K | 0.44% | +6+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,689 | $715.2K | 0.06% | −20−0.4% | Reduced |
| Ocean Capital Management, LLC | 5,708 | $717.6K | 0.16% | −26−0.5% | Reduced |
| LM Advisors LLC | 5,721 | $719.0K | 0.13% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,751 | $723.0K | 0.23% | −802−12.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,758 | $723.9K | 0.03% | +124+2.2% | Added |
| Yardley Wealth Management LLC | 6,304 | $724.0K | 0.35% | +6,304 | New |
| Campbell & CO Investment Adviser LLC | 5,762 | $724.4K | 0.06% | +5,762 | New |
| Chase Investment Counsel Corp | 5,778 | $726.0K | 0.23% | −25−0.4% | Reduced |
| Essex Financial Services, Inc. | 5,795 | $728.6K | 0.05% | −5−0.1% | Reduced |
| Strait & Sound Wealth Management LLC | 5,802 | $729.4K | 0.34% | +192+3.4% | Added |
| Pictet & Cie (Europe) SA | 5,803 | $729.6K | 0.02% | −507−8.0% | Reduced |
| US Asset Management LLC | 5,812 | $731.0K | 0.66% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 5,830 | $732.9K | 0.06% | −390−6.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,827 | $733.0K | 0.00% | −47,449−89.1% | Reduced |
| Berger Financial Group, Inc | 5,846 | $735.0K | 0.05% | +11+0.2% | Added |
| Caas Capital Management LP | 5,850 | $735.5K | 0.61% | +5,850 | New |
| Bearing Point Capital, LLC | 5,859 | $736.6K | 0.15% | +5,859 | New |
| Ramirez Asset Management, Inc. | 5,890 | $740.5K | 0.15% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,896 | $741.2K | 0.12% | +1,232+26.4% | Added |
| Jmac Enterprises LLC | 5,900 | $741.7K | 0.12% | −2,800−32.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $744.7K | 0.03% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,950 | $748.0K | 0.55% | −100−1.7% | Reduced |
| Diversify Wealth Management, LLC | 6,074 | $749.8K | 0.06% | +183+3.1% | Added |
| Parkside Investments, LLC | 6,000 | $754.3K | 0.11% | −6,000−50.0% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $754.3K | 0.13% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 6,017 | $756.5K | 0.19% | −50−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 6,020 | $756.8K | 0.04% | −94−1.5% | Reduced |
| Wolverine Trading, LLC | 6,073 | $763.7K | 0.02% | +3,873+176.0% | Added |
| Kovack Advisors, Inc. | 6,081 | $764.5K | 0.08% | +2,609+75.1% | Added |
| Lindbrook Capital, LLC | 6,156 | $773.9K | 0.07% | +73+1.2% | Added |
| Belpointe Asset Management LLC | 7,470 | $774.0K | 0.05% | +783+11.7% | Added |
| Personal Cfo Solutions, LLC | 6,160 | $774.4K | 0.15% | −134−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 6,162 | $774.7K | 0.06% | +216+3.6% | Added |
| Pacitti Group Inc. | 6,182 | $777.2K | 0.37% | +164+2.7% | Added |
| Truvestments Capital LLC | 6,184 | $777.4K | 0.20% | +1,738+39.1% | Added |
| Richards, Merrill & Peterson, Inc. | 6,200 | $779.4K | 0.41% | +6,200 | New |
| Burke & Herbert Bank & Trust Co | 6,200 | $779.5K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,229 | $783.1K | 0.01% | −100−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 6,239 | $784.4K | 0.02% | −377−5.7% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $784.9K | 0.41% | 00.0% | Unchanged |
| Twin Capital Management Inc | 6,257 | $786.6K | 0.09% | +6,257 | New |
| CFS Investment Advisory Services, LLC | 6,284 | $790.0K | 0.07% | −76−1.2% | Reduced |
| Bank of New Hampshire | 6,313 | $793.7K | 0.20% | +93+1.5% | Added |
| Hamilton Capital, LLC | 6,324 | $795.1K | 0.06% | −3,385−34.9% | Reduced |
| Western Wealth Management, LLC | 6,340 | $797.1K | 0.04% | +178+2.9% | Added |
| Legacy Financial Advisors, Inc. | 6,358 | $799.3K | 0.13% | +379+6.3% | Added |
| Somerville Kurt F | 6,375 | $801.5K | 0.13% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,386 | $802.8K | 0.11% | +398+6.6% | Added |
| Arkadios Wealth Advisors | 6,433 | $808.8K | 0.04% | −608−8.6% | Reduced |
| XTX Topco Ltd | 6,445 | $810.3K | 0.07% | +6,445 | New |
| Kesler, Norman & Wride, LLC | 6,507 | $818.1K | 0.18% | −65−1.0% | Reduced |
| Strategic Blueprint, LLC | 6,516 | $819.2K | 0.05% | −432−6.2% | Reduced |
| Legacy Advisors, LLC | 6,518 | $819.4K | 0.08% | +779+13.6% | Added |
| Clifford Group, LLC | 6,551 | $823.6K | 0.63% | −101−1.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,563 | $825.0K | 0.12% | +3,962+152.3% | Added |
| Evexia Wealth LLC | 5,918 | $828.4K | 0.28% | −875−12.9% | Reduced |
| BSW Wealth Partners | 6,591 | $828.7K | 0.12% | +1,103+20.1% | Added |
| Visionary Wealth Advisors | 6,597 | $829.4K | 0.05% | +68+1.0% | Added |
| Wedbush Securities Inc | 6,603 | $830.0K | 0.03% | +3,263+97.7% | Added |
| Fortitude Advisory Group L.L.C. | 6,602 | $830.0K | 0.50% | +41+0.6% | Added |
| Warren Averett Asset Management, LLC | 6,605 | $830.4K | 0.01% | +2,761+71.8% | Added |
| Harbor Advisors LLC | 6,608 | $830.8K | 0.13% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $831.8K | 0.16% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,616 | $831.8K | 0.07% | +153+2.4% | Added |
| Sunbelt Securities, Inc. | 6,617 | $832.1K | 0.07% | −592−8.2% | Reduced |
| Private Trust Co NA | 6,624 | $832.8K | 0.09% | −852−11.4% | Reduced |
| Wharton Business Group, LLC | 6,624 | $833.0K | 0.04% | −25−0.4% | Reduced |