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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 21,738 | $2.73M | 0.06% | +693+3.3% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.74M | 0.09% | 00.0% | Unchanged |
| GAMMA Investing LLC | 22,152 | $2.78M | 0.24% | +1,840+9.1% | Added |
| We Are One Seven, LLC | 22,224 | $2.79M | 0.11% | +6,093+37.8% | Added |
| Venture Visionary Partners LLC | 22,255 | $2.80M | 0.12% | −694−3.0% | Reduced |
| Sumitomo Life Insurance Co | 22,416 | $2.82M | 0.05% | +5,780+34.7% | Added |
| D L Carlson Investment Group Inc | 22,451 | $2.82M | 0.50% | −331−1.5% | Reduced |
| Alaethes Wealth LLC | 22,466 | $2.82M | 1.01% | −57−0.3% | Reduced |
| Vestcor Inc | 22,467 | $2.83M | 0.09% | −1,562−6.5% | Reduced |
| Leavell Investment Management, Inc. | 22,479 | $2.83M | 0.14% | +103+0.5% | Added |
| Alberta Investment Management Corp | 22,500 | $2.83M | 0.02% | +22,500 | New |
| Group One Trading, L.P. | 22,535 | $2.83M | 0.10% | −14,703−39.5% | Reduced |
| Community Bank, N.A. | 22,593 | $2.84M | 0.36% | −1,927−7.9% | Reduced |
| YHB Investment Advisors, Inc. | 22,608 | $2.84M | 0.23% | +2,085+10.2% | Added |
| Capital Asset Advisory Services LLC | 22,599 | $2.85M | 0.14% | +113+0.5% | Added |
| HTLF Bank | 22,728 | $2.86M | 0.32% | −1,403−5.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,731 | $2.86M | 0.16% | +545+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,769 | $2.86M | 0.11% | −685−2.9% | Reduced |
| Pitcairn Co | 22,779 | $2.86M | 0.17% | −389−1.7% | Reduced |
| Quadrature Capital Ltd | 22,794 | $2.87M | 0.06% | +22,794 | New |
| KCM Investment Advisors LLC | 23,159 | $2.91M | 0.10% | −2,319−9.1% | Reduced |
| Paradigm Asset Management Co LLC | 23,200 | $2.92M | 0.80% | −2,200−8.7% | Reduced |
| Financial Advisory Service, Inc. | 23,246 | $2.92M | 0.25% | +783+3.5% | Added |
| Commerzbank Aktiengesellschaft | 23,485 | $2.95M | 0.07% | −5,576−19.2% | Reduced |
| Hurley Capital, LLC | 23,456 | $2.96M | 2.38% | +23,456 | New |
| Vident Advisory, LLC | 23,697 | $2.98M | 0.05% | +2,217+10.3% | Added |
| Meeder Advisory Services, Inc. | 23,856 | $3.00M | 0.19% | +274+1.2% | Added |
| Griffin Asset Management, Inc. | 24,018 | $3.02M | 0.35% | +675+2.9% | Added |
| Sciencast Management LP | 24,228 | $3.05M | 0.83% | +24,228 | New |
| Beacon Pointe Advisors, LLC | 24,400 | $3.07M | 0.03% | −8,742−26.4% | Reduced |
| Northeast Investment Management | 24,431 | $3.07M | 0.14% | −158−0.6% | Reduced |
| Trust Co of Toledo NA | 24,459 | $3.07M | 0.40% | +990+4.2% | Added |
| Morangie Management LLC | 24,462 | $3.08M | 2.50% | +24,462 | New |
| Horizon Investments, LLC | 24,629 | $3.08M | 0.09% | +516+2.1% | Added |
| EP Wealth Advisors, LLC | 24,497 | $3.08M | 0.03% | +2,374+10.7% | Added |
| Stolper Co | 24,523 | $3.08M | 1.03% | −90.0% | Reduced |
| Signaturefd, LLC | 24,692 | $3.10M | 0.06% | +676+2.8% | Added |
| Burney Co | 24,716 | $3.11M | 0.11% | −2,358−8.7% | Reduced |
| Texas Yale Capital Corp. | 24,920 | $3.13M | 0.13% | +40+0.2% | Added |
| Hunter Associates Investment Management LLC | 24,944 | $3.13M | 0.48% | −178−0.7% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $3.14M | 0.21% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 25,246 | $3.17M | 0.23% | −380−1.5% | Reduced |
| Palisade Asset Management, LLC | 25,339 | $3.19M | 0.32% | −375−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,345 | $3.19M | 0.05% | −905−3.4% | Reduced |
| MainStreet Investment Advisors LLC | 25,355 | $3.19M | 0.45% | −909−3.5% | Reduced |
| Callan Family Office, LLC | 25,420 | $3.20M | 0.20% | +25,420 | New |
| Benjamin Edwards Inc | 25,658 | $3.23M | 0.05% | +2,786+12.2% | Added |
| Lipe & Dalton | 25,662 | $3.23M | 1.71% | −1,060−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 25,675 | $3.23M | 0.05% | −2,215−7.9% | Reduced |
| Davenport & Co LLC | 25,808 | $3.24M | 0.02% | −2,680−9.4% | Reduced |
| Cary Street Partners Financial LLC | 25,829 | $3.25M | 0.11% | +25,829 | New |
| Mattson Financial Services, LLC | 31,280 | $3.26M | 1.04% | −2,581−7.6% | Reduced |
| Culbertson A N & Co Inc | 26,039 | $3.27M | 0.52% | −540−2.0% | Reduced |
| Next Level Private LLC | 26,248 | $3.30M | 1.33% | −55−0.2% | Reduced |
| Dimension Capital Management LLC | 26,270 | $3.30M | 0.54% | 00.0% | Unchanged |
| Principal Securities, Inc. | 26,328 | $3.31M | 0.07% | +4,136+18.6% | Added |
| Brevan Howard Capital Management LP | 26,580 | $3.34M | 0.08% | −23,304−46.7% | Reduced |
| National Asset Management, Inc. | 26,607 | $3.34M | 0.11% | −3,467−11.5% | Reduced |
| Bouvel Investment Partners, LLC | 26,611 | $3.35M | 1.21% | +687+2.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $3.35M | 0.03% | 00.0% | Unchanged |
| Galaxy Digital Capital Management GP LLC | 26,677 | $3.35M | 2.45% | +26,677 | New |
| Catherine Avery Investment Management LLC | 26,725 | $3.36M | 2.97% | +26,725 | New |
| Glass Wealth Management Co LLC | 27,348 | $3.44M | 1.87% | +1,565+6.1% | Added |
| Congress Wealth Management LLC | 27,361 | $3.44M | 0.05% | −4,258−13.5% | Reduced |
| Americana Partners, LLC | 27,446 | $3.45M | 0.14% | +357+1.3% | Added |
| Stenger Family Office, LLC | 27,596 | $3.47M | 1.18% | +27,596 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,626 | $3.47M | 0.11% | +25,471+1,181.9% | Added |
| K.J. Harrison & Partners Inc | 27,900 | $3.48M | 0.55% | −1,800−6.1% | Reduced |
| Equitable Holdings, Inc. | 27,764 | $3.49M | 0.03% | +1,079+4.0% | Added |
| Meyer Handelman Co | 27,798 | $3.49M | 0.12% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 27,800 | $3.50M | 0.43% | +27,800 | New |
| TD Private Client Wealth LLC | 27,959 | $3.52M | 0.10% | −6,366−18.5% | Reduced |
| Capital International Ltd | 27,981 | $3.52M | 0.14% | +916+3.4% | Added |
| Harbor Capital Advisors, Inc. | 28,075 | $3.53M | 0.15% | +770+2.8% | Added |
| IMC-Chicago, LLC | 28,450 | $3.58M | 0.10% | +28,450 | New |
| Bleakley Financial Group, LLC | 28,453 | $3.58M | 0.11% | +910+3.3% | Added |
| United Services Automobile Association | 28,503 | $3.58M | 0.12% | −1,133−3.8% | Reduced |
| True North Advisors, LLC | 28,595 | $3.59M | 0.85% | +26,055+1,025.8% | Added |
| Skopos Labs, Inc. | 28,637 | $3.60M | 1.07% | −86−0.3% | Reduced |
| Arrow Financial Corp | 28,729 | $3.61M | 0.34% | −28−0.1% | Reduced |
| HCR Wealth Advisors | 28,784 | $3.62M | 0.45% | +2,978+11.5% | Added |
| Susquehanna Fundamental Investments, LLC | 28,800 | $3.62M | 0.06% | +28,800 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,992 | $3.64M | 0.00% | −13,637−32.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $3.65M | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 29,253 | $3.68M | 0.68% | +15,154+107.5% | Added |
| Ritholtz Wealth Management | 29,253 | $3.68M | 0.11% | +991+3.5% | Added |
| Park Avenue Securities LLC | 29,300 | $3.68M | 0.04% | +5,368+22.4% | Added |
| Haverford Trust Co | 29,304 | $3.68M | 0.04% | −676−2.3% | Reduced |
| Gotham Asset Management, LLC | 29,315 | $3.69M | 0.03% | +730+2.6% | Added |
| Salem Investment Counselors Inc | 29,317 | $3.69M | 0.12% | −91−0.3% | Reduced |
| Clough Capital Partners L P | 29,450 | $3.70M | 0.42% | +10,900+58.8% | Added |
| Canandaigua National Bank & Trust Co | 29,486 | $3.71M | 0.36% | −2,260−7.1% | Reduced |
| Van Eck Associates Corp | 29,813 | $3.75M | 0.00% | +27,747+1,343.0% | Added |
| Sigma Planning Corp | 29,812 | $3.75M | 0.12% | −3,453−10.4% | Reduced |
| Stephens Inc | 29,822 | $3.75M | 0.05% | −2,027−6.4% | Reduced |
| Inspire Trust Co, N.A. | 30,000 | $3.77M | 0.96% | −5,300−15.0% | Reduced |
| Gifford Fong Associates | 30,000 | $3.77M | 0.93% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 30,308 | $3.81M | 0.04% | −3,174−9.5% | Reduced |
| Allworth Financial LP | 28,038 | $3.81M | 0.02% | +10,515+60.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,400 | $3.82M | 0.39% | +30,400 | New |