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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 6,629 | $833.4K | 0.26% | −33−0.5% | Reduced |
| Raleigh Capital Management Inc. | 6,646 | $835.5K | 0.32% | −1,416−17.6% | Reduced |
| Claro Advisors LLC | 6,647 | $835.7K | 0.11% | −1,347−16.9% | Reduced |
| IHT Wealth Management, LLC | 6,662 | $837.5K | 0.03% | −2,115−24.1% | Reduced |
| Gryphon Financial Partners LLC | 6,670 | $838.5K | 0.12% | −325−4.6% | Reduced |
| Robotti Robert | 6,715 | $844.2K | 0.15% | −500−6.9% | Reduced |
| Canton Hathaway, LLC | 6,725 | $845.0K | 0.21% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,735 | $846.7K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,735 | $846.7K | 0.16% | +90+1.4% | Added |
| Johnson Investment Counsel Inc | 6,739 | $847.2K | 0.01% | +1,463+27.7% | Added |
| Morningstar Investment Management LLC | 6,751 | $849.0K | 0.07% | −12,843−65.5% | Reduced |
| Affinity Investment Advisors, LLC | 6,762 | $850.1K | 0.71% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,768 | $850.9K | 0.01% | −73−1.1% | Reduced |
| Hills Bank & Trust Co | 6,798 | $854.6K | 0.06% | −45−0.7% | Reduced |
| Triad Wealth Partners, LLC | 6,821 | $857.5K | 0.31% | +6,821 | New |
| Sage Mountain Advisors LLC | 6,841 | $860.1K | 0.06% | +689+11.2% | Added |
| Raab & Moskowitz Asset Management LLC | 6,874 | $864.2K | 0.21% | +3,232+88.7% | Added |
| Sompo Asset Management Co., Ltd. | 6,890 | $866.2K | 0.15% | −1,110−13.9% | Reduced |
| Harvest Fund Management Co., Ltd | 6,926 | $871.0K | 0.04% | +4,820+228.9% | Added |
| IFG Advisors, LLC | 6,932 | $871.5K | 0.17% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,935 | $872.0K | 0.04% | +361+5.5% | Added |
| Beacon Financial Group | 6,951 | $873.9K | 0.09% | −134−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 6,966 | $875.5K | 0.02% | −210−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,969 | $876.2K | 0.07% | −2,828−28.9% | Reduced |
| Davis R M Inc | 6,977 | $877.2K | 0.02% | +993+16.6% | Added |
| San Luis Wealth Advisors LLC | 6,990 | $879.0K | 0.17% | +419+6.4% | Added |
| Oddo BHF Asset Management SAS | 7,000 | $880.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,007 | $881.0K | 0.02% | −1,024−12.8% | Reduced |
| Main Street Financial Solutions, LLC | 7,053 | $886.7K | 0.09% | +3,143+80.4% | Added |
| Graypoint LLC | 7,057 | $887.2K | 0.05% | +424+6.4% | Added |
| TriaGen Wealth Management LLC | 7,068 | $888.6K | 0.30% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,085 | $891.0K | 0.44% | +322+4.8% | Added |
| Clarendon Private LLC | 7,098 | $892.4K | 0.93% | +7,098 | New |
| Argus Investors' Counsel, Inc. | 7,100 | $892.6K | 0.60% | −2,300−24.5% | Reduced |
| CBOE Vest Financial, LLC | 7,100 | $892.6K | 0.02% | +1,259+21.6% | Added |
| Hancock Whitney Corp | 7,123 | $895.5K | 0.03% | +2,725+62.0% | Added |
| Intrua Financial, LLC | 7,187 | $903.6K | 0.15% | −698−8.9% | Reduced |
| North Star Investment Management Corp. | 7,204 | $905.7K | 0.06% | −12−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 7,214 | $906.9K | 0.08% | −933−11.5% | Reduced |
| MidWestOne Financial Group, Inc. | 7,217 | $907.3K | 0.13% | −172−2.3% | Reduced |
| Transatlantique Private Wealth LLC | 7,220 | $907.7K | 0.34% | −156−2.1% | Reduced |
| CVA Family Office, LLC | 7,237 | $909.8K | 0.14% | +4,643+179.0% | Added |
| Mindset Wealth Management, LLC | 7,238 | $910.0K | 0.33% | −512−6.6% | Reduced |
| LexAurum Advisors, LLC | 7,239 | $910.1K | 0.18% | +572+8.6% | Added |
| Shelton Capital Management | 7,244 | $910.7K | 0.02% | −3,132−30.2% | Reduced |
| HM Payson & Co | 7,257 | $912.4K | 0.02% | −53−0.7% | Reduced |
| Ci Investments Inc. | 7,266 | $913.0K | 0.00% | −64,629−89.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,311 | $919.1K | 0.02% | +114+1.6% | Added |
| Amica Retiree Medical Trust | 7,322 | $921.0K | 0.87% | −1,189−14.0% | Reduced |
| Operose Advisors LLC | 7,357 | $925.0K | 0.32% | −531−6.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $926.4K | 0.10% | −824−10.1% | Reduced |
| Everhart Financial Group, Inc. | 7,374 | $927.1K | 0.19% | +2,169+41.7% | Added |
| Flow Traders U.S. LLC | 7,383 | $928.0K | 0.04% | +7,383 | New |
| Wealth Alliance | 7,431 | $934.2K | 0.11% | −1,256−14.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,482 | $940.7K | 0.03% | +3,809+103.7% | Added |
| Independent Investors Inc | 7,483 | $940.8K | 0.19% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,530 | $946.7K | 0.21% | −103−1.3% | Reduced |
| Perpetual Ltd | 7,552 | $949.4K | 0.01% | −300−3.8% | Reduced |
| Breakwater Capital Group | 7,570 | $951.7K | 0.19% | −52−0.7% | Reduced |
| Genesee Capital Advisors, LLC | 7,583 | $953.3K | 0.44% | −178−2.3% | Reduced |
| Impact Capital Partners LLC | 7,585 | $953.6K | 0.34% | +7,585 | New |
| CX Institutional | 7,604 | $956.0K | 0.04% | +465+6.5% | Added |
| David Loasby | 7,758 | $957.7K | 0.09% | +164+2.2% | Added |
| Bank of Stockton | 7,619 | $957.9K | 0.29% | +59+0.8% | Added |
| Resurgent Financial Advisors LLC | 7,654 | $962.3K | 0.57% | −187−2.4% | Reduced |
| Waldron Private Wealth LLC | 7,669 | $964.1K | 0.04% | +210+2.8% | Added |
| Bull Street Advisors, LLC | 7,679 | $965.0K | 0.47% | −50−0.6% | Reduced |
| Adviser Investments LLC | 7,705 | $968.6K | 0.01% | +2,272+41.8% | Added |
| Cookson Peirce & Co Inc | 7,719 | $970.4K | 0.04% | +926+13.6% | Added |
| Charles Schwab Trust Co | 7,723 | $970.9K | 0.08% | +472+6.5% | Added |
| IFP Advisors, Inc | 7,723 | $970.9K | 0.03% | −1,038−11.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,726 | $971.3K | 0.26% | +11+0.1% | Added |
| Brookstone Capital Management | 7,754 | $974.9K | 0.01% | +726+10.3% | Added |
| Cim Investment Mangement Inc | 7,779 | $978.0K | 0.29% | −10−0.1% | Reduced |
| Mechanics Financial Corp | 7,788 | $979.1K | 0.44% | −35−0.4% | Reduced |
| Corsair Capital Management, L.P. | 7,814 | $982.4K | 0.21% | −189−2.4% | Reduced |
| Cidel Asset Management Inc | 7,828 | $984.1K | 0.07% | −327−4.0% | Reduced |
| Hartford Funds Management Co LLC | 7,869 | $989.3K | 0.09% | −5,233−39.9% | Reduced |
| TigerOak Management, L.L.C. | 7,942 | $998.5K | 0.37% | +7,942 | New |
| Advisors Capital Management, LLC | 7,969 | $1.00M | 0.02% | +1,358+20.5% | Added |
| Rothschild Investment LLC | 7,970 | $1.00M | 0.07% | +95+1.2% | Added |
| Patton Albertson Miller Group, LLC | 8,023 | $1.01M | 0.13% | +60+0.8% | Added |
| KPP Advisory Services LLC | 8,032 | $1.01M | 0.24% | +263+3.4% | Added |
| Paladin Wealth, LLC | 8,059 | $1.01M | 0.88% | −379−4.5% | Reduced |
| South Plains Financial, Inc. | 8,082 | $1.02M | 0.78% | +8,082 | New |
| Chicago Partners Investment Group LLC | 7,979 | $1.02M | 0.03% | +1,044+15.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,129 | $1.02M | 0.08% | +50+0.6% | Added |
| Csenge Advisory Group | 8,130 | $1.02M | 0.06% | −79−1.0% | Reduced |
| TRUE Private Wealth Advisors | 8,181 | $1.03M | 0.12% | −86−1.0% | Reduced |
| Net Worth Advisory Group | 8,191 | $1.03M | 0.31% | +57+0.7% | Added |
| Myriad Asset Management US LP | 8,194 | $1.03M | 0.69% | +8,194 | New |
| Icon Wealth Advisors, LLC | 8,199 | $1.03M | 0.08% | −226−2.7% | Reduced |
| Boston Financial Mangement LLC | 8,203 | $1.03M | 0.03% | +3,315+67.8% | Added |
| Sage Rhino Capital LLC | 8,237 | $1.04M | 0.23% | −194−2.3% | Reduced |
| Financial Management Professionals, Inc. | 8,259 | $1.04M | 0.13% | +673+8.9% | Added |
| Berkshire Bank | 8,308 | $1.04M | 0.24% | +1,241+17.6% | Added |
| GAM Holding AG | 8,321 | $1.05M | 0.08% | +8,321 | New |
| Herold Advisors, Inc. | 8,321 | $1.05M | 0.23% | +468+6.0% | Added |
| Terry L. Blaker | 8,327 | $1.05M | 0.04% | +66+0.8% | Added |
| Good Life Advisors, LLC | 8,356 | $1.05M | 0.08% | −1,157−12.2% | Reduced |