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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 8,366 | $1.05M | 0.08% | −106−1.3% | Reduced |
| Autumn Glory Partners, LLC | 8,377 | $1.05M | 0.52% | −4,535−35.1% | Reduced |
| Proficio Capital Partners LLC | 8,393 | $1.06M | 0.09% | +4,372+108.7% | Added |
| Orion Capital Management LLC | 8,460 | $1.06M | 0.47% | −280−3.2% | Reduced |
| E&G Advisors, LP | 8,710 | $1.07M | 0.29% | 00.0% | Unchanged |
| BNP Paribas | 8,548 | $1.07M | 0.04% | +5,093+147.4% | Added |
| Capstone Investment Advisors, LLC | 8,552 | $1.08M | 0.01% | −18,262−68.1% | Reduced |
| Portside Wealth Group, LLC | 8,555 | $1.08M | 0.18% | +513+6.4% | Added |
| Meiji Yasuda Life Insurance Co | 8,560 | $1.08M | 0.02% | +110+1.3% | Added |
| Bank of Jackson Hole Trust | 8,576 | $1.08M | 0.72% | +8,576 | New |
| LSV Asset Management | 8,648 | $1.09M | 0.00% | +48+0.6% | Added |
| Stratos Wealth Advisors, LLC | 8,704 | $1.09M | 0.05% | −1,922−18.1% | Reduced |
| Eastern Bank | 8,705 | $1.09M | 0.02% | −513−5.6% | Reduced |
| Private Portfolio Partners LLC | 8,712 | $1.10M | 0.20% | +46+0.5% | Added |
| Maven Securities LTD | 8,737 | $1.10M | 0.18% | +4,180+91.7% | Added |
| Kingswood Wealth Advisors, LLC | 8,750 | $1.10M | 0.08% | −5,508−38.6% | Reduced |
| Aaron Wealth Advisors | 8,761 | $1.10M | 0.13% | +578+7.1% | Added |
| Busey Wealth Management | 8,771 | $1.10M | 0.04% | −173−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,802 | $1.11M | 0.04% | +395+4.7% | Added |
| Centaurus Financial, Inc. | 8,815 | $1.11M | 0.07% | −373−4.1% | Reduced |
| Pennsylvania Capital Management Inc | 8,818 | $1.11M | 0.38% | +26+0.3% | Added |
| Gsa Capital Partners LLP | 8,852 | $1.11M | 0.08% | +3,928+79.8% | Added |
| bLong Financial, LLC | 8,871 | $1.12M | 0.92% | +8,871 | New |
| Farther Finance Advisors, LLC | 8,923 | $1.12M | 0.04% | −4,726−34.6% | Reduced |
| Old National Bancorp | 8,972 | $1.13M | 0.03% | −846−8.6% | Reduced |
| First Citizens Financial Corp | 8,999 | $1.13M | 0.61% | −320−3.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,013 | $1.13M | 0.55% | −91−1.0% | Reduced |
| Longfellow Investment Management Co LLC | 9,059 | $1.14M | 0.29% | −2,886−24.2% | Reduced |
| Rockland Trust Co | 9,060 | $1.14M | 0.06% | −665−6.8% | Reduced |
| Nilsine Partners, LLC | 9,100 | $1.14M | 0.12% | +1,289+16.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $1.15M | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,175 | $1.15M | 0.08% | +4,596+100.4% | Added |
| Texas Capital Bancshares Inc | 9,214 | $1.16M | 0.47% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 9,281 | $1.17M | 0.47% | +33+0.4% | Added |
| Syon Capital LLC | 9,306 | $1.17M | 0.11% | +3,470+59.5% | Added |
| Sienna Gestion | 9,346 | $1.17M | 0.08% | 00.0% | Unchanged |
| W Advisors, LLC | 9,363 | $1.18M | 0.73% | +15+0.2% | Added |
| Moment Partners, LLC | 9,367 | $1.18M | 0.22% | +9,367 | New |
| Atlas Legacy Advisors, LLC | 9,405 | $1.18M | 0.29% | +9,405 | New |
| Triangle Securities Wealth Management | 9,442 | $1.19M | 0.30% | −581−5.8% | Reduced |
| Gladius Capital Management LP | 9,482 | $1.19M | 0.69% | +9,482 | New |
| USA Financial Portformulas Corp | 9,504 | $1.19M | 0.19% | +9,504 | New |
| Gallagher Capital Advisors, LLC | 9,505 | $1.20M | 0.87% | +9,505 | New |
| Investors Research Corp | 9,550 | $1.20M | 0.26% | −400−4.0% | Reduced |
| NCM Capital Management, LLC | 9,589 | $1.21M | 0.54% | 00.0% | Unchanged |
| Quilter Plc | 9,595 | $1.21M | 0.02% | +3,580+59.5% | Added |
| Legacy Bridge, LLC | 9,658 | $1.21M | 0.63% | 00.0% | Unchanged |
| Zacks Investment Management | 9,662 | $1.21M | 0.01% | +3,089+47.0% | Added |
| Lakeview Capital Partners, LLC | 9,692 | $1.22M | 0.27% | −4,382−31.1% | Reduced |
| Donald L. Hagan, LLC | 9,693 | $1.22M | 0.63% | −535−5.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,708 | $1.22M | 0.10% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 9,733 | $1.22M | 0.14% | +915+10.4% | Added |
| Diversify Advisory Services, LLC | 9,918 | $1.22M | 0.07% | −559−5.3% | Reduced |
| Buckley Wealth Management, LLC | 9,785 | $1.23M | 0.38% | +96+1.0% | Added |
| Modera Wealth Management, LLC | 9,788 | $1.23M | 0.01% | +480+5.2% | Added |
| BluePath Capital Management, LLC | 9,952 | $1.23M | 0.67% | +1,352+15.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,877 | $1.24M | 0.08% | +6,163+165.9% | Added |
| Verity & Verity, LLC | 9,879 | $1.24M | 0.11% | +9,879 | New |
| Fort Point Capital Partners LLC | 9,911 | $1.25M | 0.14% | +40.0% | Added |
| FourThought Financial Partners, LLC | 9,949 | $1.25M | 0.13% | +9,949 | New |
| Mesirow Financial Investment Management, Inc. | 9,981 | $1.25M | 0.02% | −377−3.6% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.26M | 0.02% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,061 | $1.26M | 1.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 10,072 | $1.27M | 0.19% | −271−2.6% | Reduced |
| Trustmark National Bank Trust Department | 10,081 | $1.27M | 0.09% | +10,081 | New |
| Symphony Financial, Ltd. Co. | 9,440 | $1.28M | 0.20% | +3,193+51.1% | Added |
| Howard Capital Management Inc. | 10,244 | $1.29M | 0.02% | +476+4.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,256 | $1.29M | 0.27% | −38−0.4% | Reduced |
| Advanced Portfolio Management, LLC | 9,321 | $1.29M | 1.52% | +9,321 | New |
| Teza Capital Management LLC | 10,327 | $1.30M | 0.20% | +4,524+78.0% | Added |
| Avidian Wealth Solutions, LLC | 10,370 | $1.30M | 0.06% | +305+3.0% | Added |
| Financial Engines Advisors L.L.C. | 10,531 | $1.32M | 0.00% | +3,893+58.6% | Added |
| CFM Wealth Partners LLC | 10,544 | $1.33M | 0.22% | +373+3.7% | Added |
| Dakota Wealth Management | 10,575 | $1.33M | 0.03% | −704−6.2% | Reduced |
| First Horizon Advisors, Inc. | 10,596 | $1.33M | 0.04% | −731−6.5% | Reduced |
| Cape Ann Savings Bank | 10,602 | $1.33M | 0.78% | −477−4.3% | Reduced |
| SBI Securities Co., Ltd. | 10,608 | $1.33M | 0.04% | +10,608 | New |
| Mork Capital Management, LLC | 10,670 | $1.34M | 0.88% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10,815 | $1.36M | 0.63% | −20−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 10,835 | $1.36M | 0.60% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10,953 | $1.38M | 0.56% | −458−4.0% | Reduced |
| LVW Advisors, LLC | 10,960 | $1.38M | 0.17% | −1,694−13.4% | Reduced |
| Washington Trust Co | 10,985 | $1.38M | 0.05% | −8−0.1% | Reduced |
| Avalon Trust Co | 11,000 | $1.38M | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,029 | $1.39M | 0.03% | +1,128+11.4% | Added |
| GTS Securities LLC | 11,090 | $1.39M | 0.07% | −469−4.1% | Reduced |
| Delta Asset Management LLC | 11,102 | $1.40M | 0.12% | −725−6.1% | Reduced |
| Venturi Wealth Management, LLC | 11,112 | $1.40M | 0.07% | +711+6.8% | Added |
| Long Run Wealth Advisors, LLC | 11,143 | $1.40M | 0.34% | −2,136−16.1% | Reduced |
| Quadcap Wealth Management, LLC | 11,166 | $1.40M | 0.21% | −109−1.0% | Reduced |
| Parcion Private Wealth LLC | 11,202 | $1.41M | 0.11% | +150+1.4% | Added |
| Prospera Financial Services Inc | 11,233 | $1.41M | 0.03% | −9,705−46.4% | Reduced |
| Trust Point Inc. | 11,254 | $1.41M | 0.10% | +142+1.3% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $1.42M | 0.83% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,326 | $1.42M | 0.02% | +285+2.6% | Added |
| Relyea Zuckerberg Hanson LLC | 11,382 | $1.43M | 0.19% | −10.0% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.43M | 0.32% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 11,440 | $1.44M | 0.24% | +65+0.6% | Added |
| Simplex Trading, LLC | 11,472 | $1.44M | 0.04% | +11,472 | New |
| Savvy Advisors, Inc. | 11,556 | $1.45M | 0.17% | +7,648+195.7% | Added |