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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 45,228 | $5.69M | 0.06% | +45,228 | New |
| Bradyco, Inc. | 45,328 | $5.70M | 3.52% | +45,328 | New |
| Castleark Management LLC | 45,900 | $5.77M | 0.20% | −35,920−43.9% | Reduced |
| Glenview Trust Co | 47,793 | $6.01M | 0.11% | −92−0.2% | Reduced |
| CAPROCK Group, Inc. | 47,921 | $6.02M | 0.20% | +47,921 | New |
| Joel Isaacson & Co., LLC | 48,030 | $6.04M | 0.27% | +235+0.5% | Added |
| Jupiter Wealth Management LLC | 48,226 | $6.06M | 3.04% | +2,298+5.0% | Added |
| Atria Wealth Solutions, Inc. | 48,383 | $6.08M | 0.07% | +2,315+5.0% | Added |
| Elk River Wealth Management, LLC | 48,540 | $6.10M | 1.10% | −609−1.2% | Reduced |
| HB Wealth Management, LLC | 48,829 | $6.14M | 0.06% | −1,941−3.8% | Reduced |
| Summit Financial, LLC | 49,065 | $6.17M | 0.22% | −353−0.7% | Reduced |
| First Manhattan Co | 49,144 | $6.18M | 0.02% | +1,753+3.7% | Added |
| Simon Quick Advisors, LLC | 49,247 | $6.19M | 0.37% | +776+1.6% | Added |
| First Hawaiian Bank | 49,518 | $6.23M | 0.20% | −6,146−11.0% | Reduced |
| Perigon Wealth Management, LLC | 46,862 | $6.36M | 0.16% | +19,385+70.5% | Added |
| Canada Post Corp Registered Pension Plan | 51,001 | $6.41M | 0.38% | +51,001 | New |
| Trifecta Capital Advisors, LLC | 51,109 | $6.43M | 1.27% | −586−1.1% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $6.49M | 0.91% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 51,873 | $6.52M | 0.07% | −26,272−33.6% | Reduced |
| Old Second National Bank of Aurora | 51,945 | $6.53M | 1.48% | −1,320−2.5% | Reduced |
| Abn Amro Investment Solutions | 51,997 | $6.54M | 0.12% | +11,298+27.8% | Added |
| HighPoint Advisor Group LLC | 48,422 | $6.58M | 0.36% | +272+0.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,543 | $6.61M | 1.92% | +210+0.4% | Added |
| Parallel Advisors, LLC | 52,677 | $6.62M | 0.15% | +363+0.7% | Added |
| Ballentine Partners, LLC | 52,849 | $6.64M | 0.11% | +2,094+4.1% | Added |
| Xcel Wealth Management, LLC | 53,005 | $6.66M | 1.85% | −5,110−8.8% | Reduced |
| Metis Global Partners, LLC | 53,351 | $6.71M | 0.20% | +1,152+2.2% | Added |
| Crestline Management, LP | 53,364 | $6.71M | 0.23% | +51,438+2,670.7% | Added |
| Aureus Asset Management, LLC | 53,417 | $6.72M | 0.43% | −3,742−6.5% | Reduced |
| Vinva Investment Management Ltd | 53,469 | $6.72M | 0.26% | +2,819+5.6% | Added |
| Huntington National Bank | 53,698 | $6.75M | 0.05% | −1,410−2.6% | Reduced |
| Essential Planning, LLC. | 55,120 | $6.77M | 0.04% | +55,120 | New |
| Marvin & Palmer Associates Inc | 54,377 | $6.84M | 5.22% | +54,377 | New |
| Thompson Siegel & Walmsley LLC | 54,633 | $6.87M | 0.11% | +200+0.4% | Added |
| Core Alternative Capital | 54,722 | $6.88M | 1.44% | −15,727−22.3% | Reduced |
| Citizens Financial Group Inc | 55,020 | $6.92M | 0.13% | +9,876+21.9% | Added |
| PGGM Investments | 55,026 | $6.92M | 0.09% | +29,827+118.4% | Added |
| Geller Advisors LLC | 55,388 | $6.96M | 0.46% | −100−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 55,806 | $7.02M | 0.16% | +7,480+15.5% | Added |
| ING Groep NV | 56,065 | $7.05M | 0.05% | +24,477+77.5% | Added |
| Norinchukin Bank, The | 56,272 | $7.07M | 0.15% | +4,761+9.2% | Added |
| Worldquant Millennium Advisors LLC | 56,653 | $7.12M | 0.05% | −50,766−47.3% | Reduced |
| Synovus Financial Corp | 56,909 | $7.16M | 0.09% | −2,849−4.8% | Reduced |
| Assenagon Asset Management S.A. | 57,426 | $7.22M | 0.01% | −4,841−7.8% | Reduced |
| AustralianSuper Pty Ltd | 57,847 | $7.27M | 0.03% | +8,245+16.6% | Added |
| Becker Capital Management Inc | 58,621 | $7.37M | 0.24% | −280.0% | Reduced |
| Cunning Capital Partners, LP | 58,878 | $7.40M | 4.57% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 59,410 | $7.47M | 0.25% | −1,800−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 59,434 | $7.48M | 0.09% | +12,058+25.5% | Added |
| Sequoia Financial Advisors, LLC | 60,148 | $7.56M | 0.07% | +2,215+3.8% | Added |
| Cinctive Capital Management LP | 60,632 | $7.62M | 0.41% | +60,632 | New |
| Spectrum Wealth Counsel, LLC | 61,080 | $7.68M | 0.90% | +235+0.4% | Added |
| Principal Street Partners, LLC | 61,131 | $7.69M | 1.51% | +78+0.1% | Added |
| Oliver Luxxe Assets LLC | 73,783 | $7.69M | 1.39% | 00.0% | Unchanged |
| White Pine Investment CO | 61,270 | $7.70M | 2.08% | −2,685−4.2% | Reduced |
| Nomura Holdings Inc | 61,726 | $7.76M | 0.04% | −42,555−40.8% | Reduced |
| Private Wealth Partners, LLC | 61,971 | $7.79M | 0.60% | −424−0.7% | Reduced |
| Caisse des Depots Et Consignations | 62,199 | $7.82M | 0.38% | +62,199 | New |
| Maryland State Retirement & Pension System | 62,448 | $7.85M | 0.17% | −4,503−6.7% | Reduced |
| Voleon Capital Management LP | 62,856 | $7.90M | 0.59% | +62,856 | New |
| Verition Fund Management LLC | 63,084 | $7.93M | 0.04% | +55,066+686.8% | Added |
| Coldstream Capital Management Inc | 63,416 | $7.97M | 0.17% | +2,315+3.8% | Added |
| Iowa State Bank | 63,572 | $7.99M | 1.66% | −2,678−4.0% | Reduced |
| NatWest Group plc | 64,049 | $8.05M | 2.38% | +64,049 | New |
| Amica Mutual Insurance Co | 64,280 | $8.08M | 0.83% | −8,755−12.0% | Reduced |
| Loomis Sayles & Co L P | 64,552 | $8.12M | 0.01% | +10,056+18.5% | Added |
| Heritage Trust Co | 64,784 | $8.14M | 0.96% | +64,784 | New |
| Albion Financial Group | 65,279 | $8.21M | 0.56% | −1,188−1.8% | Reduced |
| Hennessy Advisors Inc | 66,000 | $8.30M | 0.25% | −3,500−5.0% | Reduced |
| Tradewinds, LLC. | 60,918 | $8.34M | 2.32% | +3,104+5.4% | Added |
| Securian Asset Management, Inc | 66,670 | $8.38M | 0.24% | −2,230−3.2% | Reduced |
| Louisiana State Employees Retirement System | 66,700 | $8.39M | 0.16% | −3,400−4.9% | Reduced |
| Thrivent Financial for Lutherans | 66,361 | $8.39M | 0.02% | −510−0.8% | Reduced |
| GLOBALT Investments LLC | 67,094 | $8.44M | 0.32% | −968−1.4% | Reduced |
| Baugh & Associates, LLC | 69,651 | $8.45M | 4.38% | −134−0.2% | Reduced |
| Hartline Investment Corp | 67,466 | $8.48M | 0.97% | +292+0.4% | Added |
| Montag A & Associates Inc | 67,550 | $8.49M | 0.40% | −546−0.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,786 | $8.52M | 1.98% | +752+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 69,237 | $8.70M | 0.99% | −5,723−7.6% | Reduced |
| DCM Advisors, LLC | 69,523 | $8.72M | 4.09% | +3,561+5.4% | Added |
| Burns J W & Co Inc | 69,537 | $8.74M | 1.12% | −1,566−2.2% | Reduced |
| iA Global Asset Management Inc. | 69,940 | $8.79M | 0.15% | +67,490+2,754.7% | Added |
| Integrated Advisors Network LLC | 70,120 | $8.82M | 0.42% | −7,971−10.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 70,500 | $8.86M | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 70,698 | $8.89M | 1.72% | −411−0.6% | Reduced |
| Advisors Asset Management, Inc. | 71,352 | $8.97M | 0.17% | −10,614−12.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,365 | $8.97M | 0.08% | +5,038+7.6% | Added |
| Orbis Allan Gray Ltd | 71,672 | $9.01M | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 71,945 | $9.04M | 0.17% | +10,565+17.2% | Added |
| Greenwood Capital Associates LLC | 72,103 | $9.06M | 1.18% | −2,873−3.8% | Reduced |
| Private Advisor Group, LLC | 72,286 | $9.09M | 0.05% | −1,119−1.5% | Reduced |
| Leuthold Group, LLC | 73,963 | $9.30M | 1.12% | −2,560−3.3% | Reduced |
| D.A. Davidson & Co. | 73,969 | $9.30M | 0.08% | −8,331−10.1% | Reduced |
| Liontrust Investment Partners LLP | 74,055 | $9.31M | 0.13% | +4,055+5.8% | Added |
| Hourglass Capital, LLC | 74,452 | $9.36M | 2.58% | −920−1.2% | Reduced |
| Woodline Partners LP | 74,497 | $9.37M | 0.06% | +74,497 | New |
| Lido Advisors, LLC | 75,456 | $9.49M | 0.06% | +6,207+9.0% | Added |
| Flputnam Investment Management Co | 76,125 | $9.57M | 0.17% | +2,572+3.5% | Added |
| Westbourne Investment Advisors, Inc. | 76,270 | $9.59M | 3.28% | −719−0.9% | Reduced |
| Hartford Investment Management Co | 76,775 | $9.65M | 0.32% | −1,630−2.1% | Reduced |