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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 30,420 | $3.82M | 0.15% | −1,636−5.1% | Reduced |
| Bryn Mawr Trust Co | 30,511 | $3.84M | 0.07% | +9,377+44.4% | Added |
| Vise Technologies, Inc. | 30,740 | $3.86M | 0.32% | +9,527+44.9% | Added |
| Advisory Services Network, LLC | 30,820 | $3.87M | 0.07% | +124+0.4% | Added |
| Wetherby Asset Management Inc | 30,851 | $3.88M | 0.19% | −1,112−3.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 30,869 | $3.88M | 0.15% | +6,427+26.3% | Added |
| Hoey Investments, Inc | 30,961 | $3.89M | 0.66% | +11,292+57.4% | Added |
| Central Trust Co | 31,206 | $3.92M | 0.10% | +1,723+5.8% | Added |
| Fidelis Capital Partners, LLC | 28,744 | $3.94M | 0.39% | +1,605+5.9% | Added |
| Entropy Technologies, LP | 31,516 | $3.96M | 0.41% | +31,516 | New |
| Moody National Bank Trust Division | 31,538 | $3.96M | 0.41% | −2,474−7.3% | Reduced |
| Union Bancaire Privee, UBP SA | 33,860 | $3.97M | 0.07% | +33,860 | New |
| BCJ Capital Management, LLC | 31,643 | $3.98M | 0.30% | +31,643 | New |
| First Citizens Bank & Trust Co | 31,655 | $3.98M | 0.07% | −1,304−4.0% | Reduced |
| Hamilton Capital Partners Inc. | 31,840 | $4.00M | 0.30% | +5,407+20.5% | Added |
| SG Americas Securities, LLC | 32,145 | $4.04M | 0.02% | +15,438+92.4% | Added |
| Brasada Capital Management, LP | 32,605 | $4.04M | 0.72% | +1,797+5.8% | Added |
| Everence Capital Management Inc | 32,291 | $4.06M | 0.26% | −3,590−10.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 32,412 | $4.07M | 2.54% | +122+0.4% | Added |
| Dynamic Advisor Solutions LLC | 32,615 | $4.10M | 0.18% | +17,766+119.6% | Added |
| StoneX Group Inc. | 32,759 | $4.12M | 0.23% | +6,071+22.7% | Added |
| Sculati Wealth Management, LLC | 32,774 | $4.12M | 1.63% | −1,063−3.1% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $4.13M | 1.52% | 00.0% | Unchanged |
| Greenleaf Trust | 32,885 | $4.13M | 0.04% | +1,010+3.2% | Added |
| Axxcess Wealth Management, LLC | 32,905 | $4.14M | 0.10% | −1,577−4.6% | Reduced |
| Community Trust & Investment Co | 33,138 | $4.17M | 0.26% | +714+2.2% | Added |
| KMG Fiduciary Partners, LLC | 33,142 | $4.17M | 0.34% | −1,603−4.6% | Reduced |
| Clearstead Advisors, LLC | 33,367 | $4.19M | 0.06% | +806+2.5% | Added |
| SevenBridge Financial Group, LLC | 30,760 | $4.24M | 0.80% | +1,647+5.7% | Added |
| Compagnie Lombard Odier SCmA | 33,750 | $4.24M | 0.06% | −100−0.3% | Reduced |
| Apollon Wealth Management, LLC | 34,329 | $4.32M | 0.10% | +2,673+8.4% | Added |
| Diversified Trust Co | 34,656 | $4.36M | 0.11% | +8,376+31.9% | Added |
| Shorepoint Capital Partners LLC | 34,707 | $4.36M | 1.00% | −808−2.3% | Reduced |
| Capital Investment Counsel, LLC | 34,833 | $4.38M | 0.73% | +34,833 | New |
| Carret Asset Management, LLC | 35,039 | $4.41M | 0.48% | −542−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 35,185 | $4.42M | 0.20% | +12,097+52.4% | Added |
| RNC Capital Management LLC | 35,196 | $4.42M | 0.24% | −1,782−4.8% | Reduced |
| Dana Investment Advisors, Inc. | 35,268 | $4.43M | 0.15% | +657+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 35,271 | $4.43M | 0.06% | +6,782+23.8% | Added |
| Surience Private Wealth LLC | 35,362 | $4.45M | 5.74% | +35,362 | New |
| Braun Stacey Associates Inc | 35,419 | $4.45M | 0.17% | −1,655−4.5% | Reduced |
| Longbow Finance SA | 35,662 | $4.48M | 0.49% | +35,662 | New |
| Alley Investment Management Company, LLC | 35,706 | $4.49M | 0.57% | −333−0.9% | Reduced |
| Cito Capital Group, LLC | 35,855 | $4.51M | 1.66% | −1,500−4.0% | Reduced |
| Pamalican Asset Management Ltd | 35,900 | $4.51M | 1.99% | +35,900 | New |
| Allstate Corp | 35,918 | $4.52M | 0.13% | +35,918 | New |
| Tokio Marine Asset Management Co Ltd | 35,921 | $4.52M | 0.16% | +2,295+6.8% | Added |
| Sandy Cove Advisors, LLC | 35,973 | $4.52M | 1.78% | +141+0.4% | Added |
| Patten & Patten Inc | 36,174 | $4.55M | 0.30% | −680−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 36,221 | $4.55M | 0.05% | +1,096+3.1% | Added |
| Raiffeisen Bank International AG | 36,271 | $4.56M | 0.07% | +36,271 | New |
| First National Advisers, LLC | 36,489 | $4.59M | 0.74% | +1,557+4.5% | Added |
| V-Square Quantitative Management LLC | 36,714 | $4.62M | 0.65% | +3,471+10.4% | Added |
| S&CO Inc | 36,747 | $4.62M | 0.31% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 36,964 | $4.65M | 1.54% | −213−0.6% | Reduced |
| Brentview Investment Management LLC | 37,154 | $4.67M | 2.65% | +37,154 | New |
| Savant Capital, LLC | 37,404 | $4.70M | 0.04% | −228−0.6% | Reduced |
| City Holding Co | 37,414 | $4.70M | 0.67% | −201−0.5% | Reduced |
| Adell Harriman & Carpenter Inc | 37,554 | $4.72M | 0.33% | −1,019−2.6% | Reduced |
| Westpac Banking Corp | 37,709 | $4.74M | 0.31% | +19,185+103.6% | Added |
| Zions Bancorporation, N.A. | 37,728 | $4.74M | 0.30% | −4,149−9.9% | Reduced |
| Logan Capital Management Inc | 37,991 | $4.78M | 0.20% | −299−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 38,031 | $4.78M | 0.35% | +246+0.7% | Added |
| Mayflower Financial Advisors, LLC | 38,226 | $4.81M | 0.72% | −809−2.1% | Reduced |
| Torray LLC | 38,238 | $4.81M | 0.69% | −10,249−21.1% | Reduced |
| Hodges Capital Management Inc. | 38,380 | $4.83M | 0.29% | −6,004−13.5% | Reduced |
| Stock Yards Bank & Trust Co | 38,993 | $4.90M | 0.17% | −1,520−3.8% | Reduced |
| Wolverine Asset Management LLC | 39,021 | $4.91M | 0.09% | +39,021 | New |
| Cullinan Associates Inc | 39,193 | $4.93M | 0.32% | −6,290−13.8% | Reduced |
| Mirabaud & Cie SA | 39,247 | $4.93M | 1.59% | +39,247 | New |
| Laurion Capital Management LP | 39,314 | $4.94M | 0.31% | +39,314 | New |
| Northwestern Mutual Investment Management Company, LLC | 39,386 | $4.95M | 0.11% | −96−0.2% | Reduced |
| Cypress Financial Planning LLC | 39,448 | $4.96M | 1.82% | +130.0% | Added |
| Jones Financial Companies LLLP | 39,739 | $5.00M | 0.00% | +13,711+52.7% | Added |
| United Capital Financial Advisers, LLC | 39,790 | $5.00M | 0.04% | +337+0.9% | Added |
| Alpha DNA Investment Management LLC | 39,921 | $5.02M | 2.74% | +21,090+112.0% | Added |
| Roanoke Asset Management Corp | 40,068 | $5.04M | 1.62% | −800−2.0% | Reduced |
| Sterling Capital Management LLC | 40,273 | $5.06M | 0.07% | −6,826−14.5% | Reduced |
| Geneos Wealth Management Inc. | 40,355 | $5.07M | 0.18% | +875+2.2% | Added |
| Occidental Asset Management, LLC | 40,671 | $5.11M | 0.80% | +1,310+3.3% | Added |
| Cresset Asset Management, LLC | 41,048 | $5.16M | 0.02% | −74,945−64.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,263 | $5.19M | 1.07% | −1,273−3.0% | Reduced |
| Lincluden Management Ltd | 41,497 | $5.22M | 0.63% | −3,360−7.5% | Reduced |
| Plato Investment Management Ltd | 41,911 | $5.29M | 0.39% | +4,430+11.8% | Added |
| Hilltop Holdings Inc. | 42,288 | $5.32M | 0.34% | +2,110+5.3% | Added |
| Highland Capital Management, LLC | 42,364 | $5.33M | 0.30% | +4,561+12.1% | Added |
| First National Bank of Omaha | 42,398 | $5.33M | 0.35% | −1,610−3.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 42,411 | $5.33M | 0.40% | +4,794+12.7% | Added |
| Tudor Investment Corp Et Al | 42,817 | $5.38M | 0.06% | −109,176−71.8% | Reduced |
| Independent Advisor Alliance | 43,286 | $5.44M | 0.07% | +7,069+19.5% | Added |
| SkyOak Wealth, LLC | 43,750 | $5.50M | 1.18% | −829−1.9% | Reduced |
| RSM US Wealth Management LLC | 44,105 | $5.55M | 0.08% | −78,561−64.0% | Reduced |
| Empirical Finance, LLC | 44,285 | $5.57M | 0.32% | −670−1.5% | Reduced |
| Capital International Sarl | 44,616 | $5.61M | 0.13% | +3,630+8.9% | Added |
| Linscomb & Williams, Inc. | 44,742 | $5.62M | 0.28% | +277+0.6% | Added |
| Tiaa Trust, National Association | 44,992 | $5.66M | 0.02% | −1,954−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 45,036 | $5.66M | 0.18% | −1,363−2.9% | Reduced |
| Trajan Wealth LLC | 45,089 | $5.67M | 0.31% | −3,648−7.5% | Reduced |
| First National Trust Co | 45,147 | $5.68M | 0.21% | +10,188+29.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,223 | $5.69M | 0.53% | −30−0.1% | Reduced |