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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 11,561 | $1.45M | 0.05% | −1,862−13.9% | Reduced |
| Principle Wealth Partners LLC | 11,627 | $1.46M | 0.10% | −47−0.4% | Reduced |
| Parsons Capital Management Inc | 11,654 | $1.47M | 0.08% | +21+0.2% | Added |
| Spire Wealth Management | 11,658 | $1.47M | 0.05% | +211+1.8% | Added |
| Mutual Advisors, LLC | 10,813 | $1.47M | 0.04% | −3,575−24.8% | Reduced |
| Wedmont Private Capital | 11,972 | $1.48M | 0.08% | +1,249+11.6% | Added |
| Lee Financial Co | 11,791 | $1.48M | 0.21% | −185−1.5% | Reduced |
| Independence Bank of Kentucky | 11,845 | $1.49M | 0.23% | −254−2.1% | Reduced |
| Concord Asset Management, LLC | 11,872 | $1.49M | 0.33% | −2,274−16.1% | Reduced |
| Silvercrest Asset Management Group LLC | 11,878 | $1.49M | 0.01% | +1,027+9.5% | Added |
| Rossmore Private Capital | 11,898 | $1.50M | 0.18% | −70−0.6% | Reduced |
| Worth Asset Management, LLC | 11,916 | $1.50M | 0.80% | +11,916 | New |
| Chemung Canal Trust Co | 11,996 | $1.51M | 0.31% | −361−2.9% | Reduced |
| Cigna Investments Inc | 12,001 | $1.51M | 0.27% | −59−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 12,027 | $1.51M | 0.16% | +7,492+165.2% | Added |
| Exchange Traded Concepts, LLC | 12,055 | $1.52M | 0.03% | −93,835−88.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,067 | $1.52M | 0.05% | +3,160+35.5% | Added |
| Delphi Management Inc | 12,079 | $1.52M | 1.47% | −2,683−18.2% | Reduced |
| Smartleaf Asset Management LLC | 12,083 | $1.52M | 0.15% | +2,526+26.4% | Added |
| Bard Financial Services, Inc. | 12,180 | $1.53M | 0.18% | −250−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 49,063 | $1.54M | 0.27% | +12,179+33.0% | Added |
| GeoWealth Management, LLC | 12,253 | $1.54M | 0.05% | +5,269+75.4% | Added |
| Donoghue Forlines LLC | 12,283 | $1.54M | 0.52% | +12,283 | New |
| Quent Capital, LLC | 12,298 | $1.55M | 0.16% | +80+0.7% | Added |
| Viewpoint Capital Management LLC | 12,319 | $1.55M | 0.81% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 12,358 | $1.55M | 0.03% | −1,133−8.4% | Reduced |
| Lansing Street Advisors | 12,385 | $1.56M | 0.54% | +101+0.8% | Added |
| Edgestream Partners, L.P. | 12,394 | $1.56M | 0.07% | −21,228−63.1% | Reduced |
| Camarda Financial Advisors, LLC | 12,410 | $1.56M | 0.59% | +666+5.7% | Added |
| AIA Group Ltd | 12,445 | $1.56M | 0.04% | −109−0.9% | Reduced |
| Mosley Wealth Management | 11,291 | $1.57M | 0.97% | +6,009+113.8% | Added |
| Evoke Wealth, LLC | 12,488 | $1.57M | 0.04% | −273−2.1% | Reduced |
| Convergence Investment Partners, LLC | 12,524 | $1.57M | 0.35% | +407+3.4% | Added |
| Berkshire Asset Management LLC | 11,453 | $1.58M | 0.07% | −343−2.9% | Reduced |
| Interchange Capital Partners, LLC | 12,557 | $1.58M | 0.57% | −830−6.2% | Reduced |
| Concord Wealth Partners | 12,574 | $1.58M | 0.26% | −1,783−12.4% | Reduced |
| First Bank & Trust | 12,589 | $1.58M | 0.30% | +10,125+410.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.58M | 0.47% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,621 | $1.59M | 0.97% | +12,621 | New |
| Radnor Capital Management, LLC | 12,629 | $1.59M | 0.27% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,707 | $1.60M | 0.01% | −20.0% | Reduced |
| Evelyn Partners Investment Management LLP | 12,720 | $1.60M | 0.05% | +12,720 | New |
| J.W. Cole Advisors, Inc. | 12,749 | $1.60M | 0.06% | −756−5.6% | Reduced |
| Clarius Group, LLC | 12,750 | $1.60M | 0.11% | +14+0.1% | Added |
| Excalibur Management Corp | 12,766 | $1.60M | 0.64% | −1,170−8.4% | Reduced |
| Brighton Jones LLC | 12,782 | $1.61M | 0.05% | +1,185+10.2% | Added |
| Crestwood Advisors Group LLC | 12,830 | $1.61M | 0.03% | +679+5.6% | Added |
| Magnus Financial Group LLC | 12,971 | $1.63M | 0.16% | +1,532+13.4% | Added |
| Sagespring Wealth Partners, LLC | 13,045 | $1.64M | 0.04% | +13,045 | New |
| Compton Wealth Advisory Group, LLC | 13,093 | $1.65M | 0.42% | +842+6.9% | Added |
| EverSource Wealth Advisors, LLC | 13,160 | $1.65M | 0.09% | +1,265+10.6% | Added |
| Mirabella Financial Services LLP | 13,265 | $1.67M | 0.15% | +13,265 | New |
| Avestar Capital, LLC | 13,290 | $1.67M | 0.15% | +80+0.6% | Added |
| Insigneo Advisory Services, LLC | 13,350 | $1.68M | 0.17% | −9,195−40.8% | Reduced |
| Trust Co of Vermont | 13,400 | $1.68M | 0.08% | −179−1.3% | Reduced |
| LS Investment Advisors, LLC | 13,470 | $1.69M | 0.25% | −55−0.4% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.70M | 0.04% | 00.0% | Unchanged |
| Umpqua Bank | 13,659 | $1.70M | 0.59% | +620+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,550 | $1.70M | 0.08% | −9,052−40.0% | Reduced |
| Aventura Private Wealth, LLC | 13,588 | $1.71M | 0.92% | +13,588 | New |
| Jump Financial, LLC | 13,598 | $1.71M | 0.04% | +7,666+129.2% | Added |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.71M | 0.16% | 00.0% | Unchanged |
| TLWM | 13,615 | $1.71M | 0.34% | +584+4.5% | Added |
| Golden State Equity Partners | 13,676 | $1.72M | 0.33% | −4,402−24.4% | Reduced |
| Greenwich Wealth Management LLC | 13,703 | $1.72M | 0.12% | +1,036+8.2% | Added |
| Garner Asset Management Corp | 13,744 | $1.73M | 0.80% | −193−1.4% | Reduced |
| Schear Investment Advisers, LLC | 13,809 | $1.74M | 0.92% | +3,018+28.0% | Added |
| Schechter Investment Advisors, LLC | 13,829 | $1.74M | 0.13% | −1,739−11.2% | Reduced |
| Central Pacific Bank - Trust Division | 13,858 | $1.74M | 0.23% | −556−3.9% | Reduced |
| Parkside Financial Bank & Trust | 13,906 | $1.75M | 0.23% | +338+2.5% | Added |
| AE Wealth Management LLC | 13,910 | $1.75M | 0.01% | +334+2.5% | Added |
| Qtron Investments LLC | 13,955 | $1.75M | 0.25% | −626−4.3% | Reduced |
| NBT Bank N A | 14,024 | $1.76M | 0.12% | −1,263−8.3% | Reduced |
| Tocqueville Asset Management L.P. | 14,045 | $1.77M | 0.03% | −95−0.7% | Reduced |
| Foster & Motley Inc | 14,080 | $1.77M | 0.12% | −1,052−7.0% | Reduced |
| Norden Group LLC | 14,133 | $1.78M | 0.20% | −116−0.8% | Reduced |
| Quadrant Capital Group LLC | 14,145 | $1.78M | 0.12% | +801+6.0% | Added |
| Merit Financial Group, LLC | 14,158 | $1.78M | 0.03% | +6,204+78.0% | Added |
| Diligent Investors, LLC | 14,160 | $1.78M | 0.41% | +9+0.1% | Added |
| Great Diamond Partners, LLC | 14,236 | $1.79M | 0.46% | −99−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 14,472 | $1.82M | 0.18% | +352+2.5% | Added |
| Dynasty Wealth Management, LLC | 14,519 | $1.83M | 0.03% | −6,655−31.4% | Reduced |
| Congress Asset Management Co | 14,533 | $1.83M | 0.01% | +14,533 | New |
| Procyon Private Wealth Partners, LLC | 14,538 | $1.83M | 0.12% | −152−1.0% | Reduced |
| NVWM, LLC | 14,591 | $1.83M | 0.46% | −440−2.9% | Reduced |
| Wilkins Investment Counsel Inc | 14,614 | $1.84M | 0.27% | −100−0.7% | Reduced |
| Courier Capital LLC | 14,663 | $1.84M | 0.13% | +41+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.85M | 0.60% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,706 | $1.85M | 0.10% | −2,435−14.2% | Reduced |
| AMG National Trust Bank | 14,808 | $1.86M | 0.05% | +536+3.8% | Added |
| Global Retirement Partners, LLC | 14,844 | $1.87M | 0.05% | +727+5.1% | Added |
| Ronald Blue Trust, Inc. | 14,972 | $1.88M | 0.02% | −162−1.1% | Reduced |
| Dempze Nancy E | 15,000 | $1.89M | 1.09% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 15,001 | $1.89M | 0.65% | −159−1.0% | Reduced |
| AlTi Global, Inc. | 13,739 | $1.89M | 0.05% | +1,779+14.9% | Added |
| Prudent Man Advisors, LLC | 15,019 | $1.89M | 0.69% | −4,165−21.7% | Reduced |
| Mystic Asset Management, Inc. | 15,064 | $1.89M | 0.51% | −407−2.6% | Reduced |
| OmniStar Financial Group, Inc. | 15,113 | $1.90M | 1.53% | +155+1.0% | Added |
| Krilogy Financial LLC | 15,170 | $1.91M | 0.13% | +1,224+8.8% | Added |
| Altrafin AG | 15,200 | $1.91M | 0.66% | −587−3.7% | Reduced |