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 |
|---|---|---|---|---|---|
| Socorro Asset Management LP | 77,029 | $9.68M | 3.79% | 00.0% | Unchanged |
| Empowered Funds, LLC | 77,156 | $9.70M | 0.14% | +11,249+17.1% | Added |
| NEOS Investment Management LLC | 77,391 | $9.73M | 0.23% | +18,565+31.6% | Added |
| Omers Administration Corp | 77,441 | $9.74M | 0.09% | +12,088+18.5% | Added |
| General Pension Society PZU Joint Stock Co | 77,869 | $9.79M | 3.00% | −19,500−20.0% | Reduced |
| German American Bancorp, Inc. | 78,600 | $9.88M | 1.03% | +1,180+1.5% | Added |
| Tower Research Capital LLC (TRC) | 78,806 | $9.91M | 0.20% | +36,496+86.3% | Added |
| Avitas Wealth Management LLC | 79,237 | $9.96M | 1.38% | +557+0.7% | Added |
| CTC LLC | 79,464 | $9.99M | 1.01% | +44,645+128.2% | Added |
| Massmutual Trust Co FSB | 79,624 | $10.0M | 0.28% | +26,182+49.0% | Added |
| Baxter Bros Inc | 79,849 | $10.0M | 1.31% | +1,432+1.8% | Added |
| Financial Counselors Inc | 79,988 | $10.1M | 0.15% | −8,291−9.4% | Reduced |
| McGuire Investment Group, LLC | 80,017 | $10.1M | 1.45% | −155−0.2% | Reduced |
| LMCG Investments, LLC | 80,790 | $10.2M | 0.62% | +47,544+143.0% | Added |
| Advocate Group LLC | 80,816 | $10.2M | 1.91% | −3,549−4.2% | Reduced |
| Toroso Investments, LLC | 81,017 | $10.2M | 0.08% | −4,429−5.2% | Reduced |
| TownSquare Capital, LLC | 81,944 | $10.3M | 0.12% | +8,072+10.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 83,708 | $10.5M | 1.08% | −1,278−1.5% | Reduced |
| Kentucky Retirement Systems | 85,607 | $10.8M | 0.32% | −1,179−1.4% | Reduced |
| Intact Investment Management Inc. | 87,900 | $11.1M | 0.39% | −21,900−19.9% | Reduced |
| Allianz SE | 87,997 | $11.1M | 0.29% | +2,620+3.1% | Added |
| Lowe Brockenbrough & Co Inc | 88,392 | $11.1M | 0.71% | −811−0.9% | Reduced |
| Brinker Capital Investments, LLC | 88,497 | $11.1M | 0.11% | −939−1.0% | Reduced |
| Orion Portfolio Solutions, LLC | 88,497 | $11.1M | 0.11% | −939−1.0% | Reduced |
| Cornerstone Advisors, LLC | 88,800 | $11.2M | 0.44% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 89,438 | $11.2M | 0.04% | −1,296−1.4% | Reduced |
| Banque Pictet & Cie SA | 89,559 | $11.3M | 0.11% | −4,919−5.2% | Reduced |
| Earnest Partners LLC | 89,741 | $11.3M | 0.05% | −18,325−17.0% | Reduced |
| La Banque Postale Asset Management SA | 89,881 | $11.3M | 0.15% | +65,836+273.8% | Added |
| Cyndeo Wealth Partners, LLC | 90,166 | $11.3M | 0.77% | +303+0.3% | Added |
| American Assets Investment Management, LLC | 92,000 | $11.6M | 0.94% | 00.0% | Unchanged |
| F/M Investments LLC | 92,073 | $11.6M | 0.43% | −10,748−10.5% | Reduced |
| Kinneret Advisory, LLC | 92,611 | $11.6M | 1.10% | −4,314−4.5% | Reduced |
| Avanza Fonder AB | 93,472 | $11.8M | 0.35% | +93,472 | New |
| Howe & Rusling Inc | 93,483 | $11.8M | 1.01% | −2,459−2.6% | Reduced |
| Viking Fund Management LLC | 95,000 | $11.9M | 1.86% | −5,000−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 95,216 | $12.0M | 0.30% | −1,085−1.1% | Reduced |
| Lyell Wealth Management, LP | 96,300 | $12.1M | 1.09% | +1,159+1.2% | Added |
| Calamos Wealth Management LLC | 96,734 | $12.2M | 0.61% | +14,933+18.3% | Added |
| Fiduciary Alliance LLC | 97,023 | $12.2M | 1.23% | +3,735+4.0% | Added |
| DuPont Capital Management Corp | 98,741 | $12.4M | 1.16% | 00.0% | Unchanged |
| Ieq Capital, LLC | 98,811 | $12.4M | 0.12% | −18,213−15.6% | Reduced |
| Illinois Municipal Retirement Fund | 99,229 | $12.5M | 0.18% | +4,767+5.0% | Added |
| Stonegate Investment Group, LLC | 99,413 | $12.5M | 0.33% | +526+0.5% | Added |
| Greystone Financial Group, LLC | 99,906 | $12.6M | 2.18% | −13,367−11.8% | Reduced |
| Achmea Investment Management B.V. | 100,219 | $12.6M | 0.21% | −7,477−6.9% | Reduced |
| BTC Capital Management, Inc. | 101,107 | $12.7M | 1.18% | −5,705−5.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 102,191 | $12.8M | 0.07% | +31,553+44.7% | Added |
| New Republic Capital, LLC | 102,376 | $12.9M | 8.41% | +77+0.1% | Added |
| Kestra Advisory Services, LLC | 105,192 | $13.2M | 0.07% | −4,960−4.5% | Reduced |
| Atria Investments LLC | 105,295 | $13.2M | 0.16% | −568−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 106,375 | $13.4M | 0.25% | −257−0.2% | Reduced |
| Intech Investment Management LLC | 107,170 | $13.5M | 0.13% | +56,916+113.3% | Added |
| Oak Harvest Investment Services | 107,830 | $13.6M | 1.89% | −33,184−23.5% | Reduced |
| GWM Advisors LLC | 109,917 | $13.8M | 0.08% | +1,882+1.7% | Added |
| Avantax Advisory Services, Inc. | 110,257 | $13.9M | 0.09% | +2,260+2.1% | Added |
| Elo Mutual Pension Insurance Co | 110,733 | $13.9M | 0.30% | −5,108−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 111,334 | $14.0M | 0.06% | −274,453−71.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 111,747 | $14.0M | 0.39% | −16,395−12.8% | Reduced |
| Lighthouse Investment Partners, LLC | 112,096 | $14.1M | 0.55% | +112,096 | New |
| Level Four Advisory Services, LLC | 113,370 | $14.3M | 0.58% | +4,007+3.7% | Added |
| Capital Analysts, LLC | 115,355 | $14.5M | 0.58% | +904+0.8% | Added |
| Mizuho Securities USA LLC | 117,571 | $14.8M | 0.27% | +36,790+45.5% | Added |
| Nixon Peabody Trust Co | 117,884 | $14.8M | 1.22% | +2,200+1.9% | Added |
| Pacific Heights Asset Management LLC | 460,000 | $14.9M | 1.03% | +275,000+148.6% | Added |
| Guggenheim Capital LLC | 118,321 | $14.9M | 0.12% | +3,175+2.8% | Added |
| Two Sigma Investments, LP | 118,947 | $15.0M | 0.03% | +96,347+426.3% | Added |
| Allspring Global Investments Holdings, LLC | 120,200 | $15.0M | 0.02% | +7,407+6.6% | Added |
| Oppenheimer & Co Inc | 119,543 | $15.0M | 0.22% | −4,010−3.2% | Reduced |
| Optiver Holding B.V. | 119,798 | $15.1M | 0.49% | −262,034−68.6% | Reduced |
| Vestor Capital, LLC | 120,145 | $15.1M | 1.15% | −763−0.6% | Reduced |
| Scotia Capital Inc. | 120,742 | $15.2M | 0.08% | +25,529+26.8% | Added |
| Grassi Investment Management | 120,750 | $15.2M | 1.30% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,905 | $15.2M | 0.05% | +15,142+14.3% | Added |
| Janney Capital Management LLC | 121,007 | $15.2M | 1.01% | −26,341−17.9% | Reduced |
| Wealthfront Advisers LLC | 123,236 | $15.5M | 0.05% | +9,710+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 126,458 | $15.9M | 0.01% | +2,443+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 126,809 | $15.9M | 0.05% | +514+0.4% | Added |
| Quantinno Capital Management LP | 128,549 | $16.2M | 0.16% | +28,554+28.6% | Added |
| HRT Financial LP | 129,569 | $16.3M | 0.08% | +129,569 | New |
| Nexus Investment Management ULC | 132,027 | $16.6M | 1.66% | −50,000−27.5% | Reduced |
| JustInvest LLC | 132,217 | $16.6M | 0.25% | +7,677+6.2% | Added |
| Pacer Advisors, Inc. | 132,511 | $16.7M | 0.04% | +39,594+42.6% | Added |
| Mediolanum International Funds Ltd | 132,977 | $16.7M | 0.22% | +26,518+24.9% | Added |
| Kestra Private Wealth Services, LLC | 136,084 | $17.1M | 0.29% | +7,226+5.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,210 | $17.3M | 0.07% | +38,325+38.0% | Added |
| Argent Trust Co | 137,942 | $17.3M | 0.71% | −361−0.3% | Reduced |
| FineMark National Bank & Trust | 140,734 | $17.7M | 0.62% | −17,553−11.1% | Reduced |
| Ninety One UK Ltd | 140,961 | $17.7M | 0.05% | −13,020−8.5% | Reduced |
| State of Alaska, Department of Revenue | 141,494 | $17.8M | 0.20% | −9,168−6.1% | Reduced |
| Boston Common Asset Management, LLC | 142,387 | $17.9M | 0.52% | +24,554+20.8% | Added |
| Magellan Asset Management Ltd | 143,248 | $18.0M | 0.20% | +143,248 | New |
| Bokf, NA | 147,555 | $18.2M | 0.31% | −2,526−1.7% | Reduced |
| Jefferies Financial Group Inc. | 144,900 | $18.2M | 0.20% | +138,685+2,231.5% | Added |
| Telos Capital Management, Inc. | 145,251 | $18.3M | 1.95% | −7,489−4.9% | Reduced |
| CWM, LLC | 146,218 | $18.4M | 0.08% | +8,978+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 148,230 | $18.6M | 0.06% | +3,269+2.3% | Added |
| Glenmede Trust Co NA | 149,129 | $18.7M | 0.10% | −1,842−1.2% | Reduced |
| Nissay Asset Management Corp | 147,993 | $18.8M | 0.11% | −513−0.3% | Reduced |
| Fred Alger Management, LLC | 149,333 | $18.8M | 0.09% | −763−0.5% | Reduced |