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
- 2,117
- +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
- 791 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 15,220 | $1.91M | 0.10% | +2,327+18.0% | Added |
| Northcape Wealth Management, LLC | 15,256 | $1.92M | 0.62% | −46−0.3% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.92M | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 15,329 | $1.93M | 0.02% | −1,021−6.2% | Reduced |
| White Pine Capital LLC | 15,355 | $1.93M | 0.65% | −20.0% | Reduced |
| Trust Investment Advisors | 15,377 | $1.93M | 1.23% | −1,139−6.9% | Reduced |
| Somerset Trust Co | 15,422 | $1.94M | 0.73% | +503+3.4% | Added |
| Waterfront Wealth Inc. | 15,495 | $1.95M | 0.47% | +214+1.4% | Added |
| Brown Financial Advisors | 15,622 | $1.96M | 0.79% | −1,314−7.8% | Reduced |
| Resources Investment Advisors, LLC. | 15,869 | $2.00M | 0.02% | −2,389−13.1% | Reduced |
| 1st Source Bank | 15,925 | $2.00M | 0.11% | +73+0.5% | Added |
| Decatur Capital Management, Inc. | 15,949 | $2.01M | 0.91% | −237−1.5% | Reduced |
| Aspen Grove Capital, LLC | 15,952 | $2.01M | 0.43% | −10,499−39.7% | Reduced |
| Charter Oak Capital Management, LLC | 15,993 | $2.01M | 0.19% | +1,776+12.5% | Added |
| Cherokee Insurance Co | 16,000 | $2.01M | 0.91% | +16,000 | New |
| Two Sigma Advisers, LP | 16,100 | $2.02M | 0.00% | +16,100 | New |
| Cullen/Frost Bankers, Inc. | 16,117 | $2.03M | 0.03% | +193+1.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 16,171 | $2.03M | 1.65% | −975−5.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,186 | $2.03M | 0.21% | +147+0.9% | Added |
| Matrix Trust Co | 16,228 | $2.04M | 0.35% | +16,228 | New |
| Coastline Trust Co | 16,274 | $2.05M | 0.24% | −909−5.3% | Reduced |
| Howland Capital Management LLC | 16,298 | $2.05M | 0.09% | −18−0.1% | Reduced |
| Boston Private Wealth LLC | 16,333 | $2.05M | 0.04% | +16,333 | New |
| Vanguard Capital Wealth Advisors | 16,361 | $2.06M | 2.24% | +4,025+32.6% | Added |
| Checchi Capital Advisers, LLC | 16,459 | $2.07M | 0.15% | −607−3.6% | Reduced |
| Altman Advisors, Inc. | 16,530 | $2.08M | 0.89% | −51−0.3% | Reduced |
| Walleye Capital LLC | 16,667 | $2.10M | 0.02% | −116,747−87.5% | Reduced |
| Capital Markets Trading UK LLP | 16,696 | $2.10M | 1.24% | +1,992+13.5% | Added |
| Snowden Capital Advisors LLC | 16,725 | $2.10M | 0.07% | −672−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 16,736 | $2.10M | 0.06% | +70+0.4% | Added |
| Intrust Bank NA | 16,748 | $2.11M | 0.21% | +804+5.0% | Added |
| Ironwood Investment Counsel, LLC | 16,763 | $2.11M | 0.36% | +388+2.4% | Added |
| Miracle Mile Advisors, LLC | 16,968 | $2.13M | 0.04% | +9,156+117.2% | Added |
| IFC Advisors LLC | 16,986 | $2.14M | 0.47% | +16,986 | New |
| International Assets Investment Management, LLC | 713,976 | $2.14M | 0.18% | +713,976 | New |
| Ashburton (Jersey) Ltd | 17,005 | $2.14M | 0.94% | −906−5.1% | Reduced |
| Oak Asset Management, LLC | 17,118 | $2.15M | 0.80% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,118 | $2.15M | 0.06% | −323−1.9% | Reduced |
| Bradley Foster & Sargent Inc | 17,173 | $2.16M | 0.04% | +131+0.8% | Added |
| Institute for Wealth Management, LLC. | 17,278 | $2.17M | 0.27% | −171−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 17,319 | $2.18M | 0.06% | +2,256+15.0% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $2.18M | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 17,330 | $2.18M | 0.18% | −3,063−15.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,374 | $2.18M | 0.44% | −6,261−26.5% | Reduced |
| River Street Advisors LLC | 17,394 | $2.19M | 1.12% | +343+2.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,563 | $2.21M | 0.06% | +2,784+18.8% | Added |
| Whittier Trust Co | 17,579 | $2.21M | 0.03% | +436+2.5% | Added |
| King Luther Capital Management Corp | 17,599 | $2.21M | 0.01% | −639−3.5% | Reduced |
| JPL Wealth Management, LLC | 17,603 | $2.21M | 0.63% | +17,603 | New |
| Arcus Capital Partners, LLC | 23,538 | $2.22M | 0.70% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 17,688 | $2.22M | 0.49% | −1,620−8.4% | Reduced |
| Meridian Wealth Management, LLC | 17,777 | $2.23M | 0.11% | +4,619+35.1% | Added |
| NewEdge Wealth, LLC | 17,947 | $2.26M | 0.04% | +3,343+22.9% | Added |
| Hall Laurie J Trustee | 18,000 | $2.26M | 0.74% | 00.0% | Unchanged |
| Change Path, LLC | 18,027 | $2.27M | 0.07% | +1,436+8.7% | Added |
| Strategic Advisors LLC | 18,074 | $2.27M | 0.41% | +1,690+10.3% | Added |
| Abbot Financial Management, Inc. | 18,100 | $2.28M | 1.13% | 00.0% | Unchanged |
| Profund Advisors LLC | 18,193 | $2.29M | 0.08% | −2,366−11.5% | Reduced |
| Insight Inv LLC | 18,290 | $2.30M | 1.60% | +1,248+7.3% | Added |
| South State Corp. | 18,354 | $2.31M | 0.15% | +301+1.7% | Added |
| McKinley Carter Wealth Services, Inc. | 18,578 | $2.34M | 0.14% | −306−1.6% | Reduced |
| Granite Group Advisors, LLC | 18,628 | $2.34M | 1.49% | −2,546−12.0% | Reduced |
| Acropolis Investment Management, LLC | 18,635 | $2.34M | 0.14% | −100−0.5% | Reduced |
| Capital Investment Counsel, Inc | 18,808 | $2.36M | 0.36% | −700−3.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,851 | $2.37M | 0.17% | −2,070−9.9% | Reduced |
| Fundamentun, LLC | 18,960 | $2.38M | 0.14% | −962−4.8% | Reduced |
| Hudson Canyon Capital Management | 18,979 | $2.39M | 1.56% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 19,026 | $2.39M | 0.08% | −2,922−13.3% | Reduced |
| LGT Group Foundation | 19,123 | $2.40M | 0.04% | −600−3.0% | Reduced |
| Freedom Day Solutions, LLC | 19,320 | $2.43M | 0.73% | −1,215−5.9% | Reduced |
| Triglav Skladi, D.O.O. | 19,512 | $2.45M | 0.19% | +19,512 | New |
| Brown Brothers Harriman & Co | 19,529 | $2.46M | 0.02% | +829+4.4% | Added |
| Harvest Investment Advisors, LLC | 19,559 | $2.46M | 1.70% | −422−2.1% | Reduced |
| Koshinski Asset Management, Inc. | 19,581 | $2.46M | 0.21% | +1,709+9.6% | Added |
| Wolff Wiese Magana LLC | 19,693 | $2.48M | 1.64% | −4,001−16.9% | Reduced |
| Chatham Capital Group, Inc. | 19,871 | $2.50M | 0.41% | +655+3.4% | Added |
| Sandler Capital Management | 19,954 | $2.51M | 0.41% | +19,954 | New |
| Sowell Financial Services LLC | 20,110 | $2.53M | 0.13% | −2,221−9.9% | Reduced |
| Trilogy Capital Inc. | 20,452 | $2.57M | 0.13% | +16,079+367.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 20,470 | $2.57M | 0.94% | +9,318+83.6% | Added |
| Gries Financial LLC | 20,493 | $2.58M | 0.46% | −270−1.3% | Reduced |
| IFG Advisory, LLC | 20,613 | $2.59M | 0.15% | −56−0.3% | Reduced |
| Asio Capital, LLC | 20,667 | $2.60M | 0.49% | −492−2.3% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.61M | 1.52% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 20,803 | $2.62M | 0.34% | −1,544−6.9% | Reduced |
| Am Investment Strategies LLC | 20,818 | $2.62M | 0.64% | +126+0.6% | Added |
| Smith, Salley & Associates | 20,939 | $2.63M | 0.17% | +239+1.2% | Added |
| Leonteq Securities AG | 20,967 | $2.64M | 0.26% | −3,101−12.9% | Reduced |
| Regal Investment Advisors LLC | 20,995 | $2.64M | 0.20% | +13,087+165.5% | Added |
| Infrastructure Capital Advisors, LLC | 21,001 | $2.64M | 0.35% | +21,001 | New |
| Forum Financial Management, LP | 21,017 | $2.64M | 0.04% | +1,856+9.7% | Added |
| Caldwell Trust Co | 21,048 | $2.65M | 0.28% | −854−3.9% | Reduced |
| Regions Financial Corp | 21,210 | $2.67M | 0.02% | +230+1.1% | Added |
| Steel Peak Wealth Management LLC | 21,345 | $2.68M | 0.11% | −35,993−62.8% | Reduced |
| TCTC Holdings, LLC | 21,410 | $2.69M | 0.10% | +535+2.6% | Added |
| Cacti Asset Management LLC | 21,500 | $2.70M | 0.21% | −500−2.3% | Reduced |
| William B. Walkup & Associates, Inc. | 21,632 | $2.72M | 1.72% | −198−0.9% | Reduced |
| PFG Investments, LLC | 21,657 | $2.72M | 0.17% | −701−3.1% | Reduced |
| Richard P Slaughter Associates Inc | 21,671 | $2.72M | 0.61% | −896−4.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,711 | $2.73M | 0.08% | −430−1.9% | Reduced |