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
- 2,118
- +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
- 792 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 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 129 | $17.6K | 0.00% | +20+18.3% | Added |
| 10Elms LLP | 143 | $18.0K | 0.02% | +143 | New |
| Capital A Wealth Management, LLC | 145 | $18.2K | 0.03% | +145 | New |
| Atala Financial Inc | 149 | $18.7K | 0.01% | +149 | New |
| Synergy Financial Management, LLC | 180 | $18.8K | 0.00% | +180 | New |
| Center for Financial Planning, Inc. | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 151 | $19.0K | 0.01% | +151 | New |
| Olistico Wealth, LLC | 154 | $19.4K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $20.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 166 | $20.9K | 0.00% | −125−43.0% | Reduced |
| ORG Partners LLC | 174 | $21.9K | 0.00% | −34−16.3% | Reduced |
| Stephens Consulting, LLC | 174 | $21.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 174 | $21.9K | 0.01% | −16−8.4% | Reduced |
| Colonial Trust Advisors | 176 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 176 | $22.1K | 0.02% | +176 | New |
| Aspect Partners, LLC | 177 | $22.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 178 | $22.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 182 | $22.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 183 | $23.0K | 0.00% | +1+0.5% | Added |
| Broadwater Capital Management LLC | 183 | $23.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 185 | $23.3K | 0.00% | +185 | New |
| Dunhill Financial, LLC | 187 | $23.6K | 0.01% | +71+61.2% | Added |
| Archer Investment Corp | 189 | $23.7K | 0.01% | +2+1.1% | Added |
| Noble Wealth Management PBC | 189 | $23.8K | 0.02% | +189 | New |
| Kathleen S. Wright Associates Inc. | 192 | $24.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 193 | $24.3K | 0.01% | +4+2.1% | Added |
| Close Asset Management Ltd | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 199 | $25.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $25.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $25.1K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 200 | $25.1K | 0.02% | +200 | New |
| Peoples Bank | 200 | $25.1K | 0.02% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $26.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 219 | $27.5K | 0.00% | +219 | New |
| Ruedi Wealth Management, Inc. | 221 | $27.8K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 225 | $28.3K | 0.07% | +225 | New |
| Glass Jacobson Investment Advisors llc | 227 | $28.6K | 0.01% | +41+22.0% | Added |
| Quest 10 Wealth Builders, Inc. | 228 | $28.7K | 0.03% | +228 | New |
| Main Street Group, LTD | 239 | $30.0K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 250 | $31.4K | 0.02% | +250 | New |
| Atlantic Edge Private Wealth Management, LLC | 255 | $32.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $32.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 259 | $32.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 264 | $33.2K | 0.00% | +135+104.7% | Added |
| Bank & Trust Co | 265 | $33.3K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 268 | $33.7K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 275 | $34.0K | 0.01% | +275 | New |
| Crowley Wealth Management, Inc. | 273 | $34.3K | 0.03% | +273 | New |
| Medallion Wealth Advisors, LLC | 283 | $35.1K | 0.02% | +283 | New |
| Financial Network Wealth Advisors LLC | 281 | $35.3K | 0.07% | −264−48.4% | Reduced |
| Stonebridge Financial Group, LLC | 281 | $35.3K | 0.00% | +281 | New |
| Miller Wealth Advisors, LLC | 285 | $35.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 289 | $36.3K | 0.01% | +289 | New |
| UMA Financial Services, Inc. | 293 | $36.9K | 0.01% | +293 | New |
| Maryland Capital Advisors Inc. | 300 | $37.7K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 302 | $38.0K | 0.01% | +302 | New |
| Byrne Asset Management LLC | 309 | $38.8K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 310 | $39.0K | 0.00% | −18−5.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $39.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 323 | $40.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 330 | $41.5K | 0.00% | +313+1,841.2% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $42.5K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 344 | $43.3K | 0.01% | −79−18.7% | Reduced |
| ESL Trust Services, LLC | 360 | $45.3K | 0.01% | +360 | New |
| Essex Investment Management Co LLC | 363 | $45.6K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 363 | $45.7K | 0.03% | +363 | New |
| Painted Porch Advisors LLC | 368 | $46.3K | 0.02% | +51+16.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $47.4K | 0.01% | +8+2.2% | Added |
| Roxbury Financial LLC | 365 | $48.1K | 0.05% | +365 | New |
| Talon Private Wealth, LLC | 386 | $48.5K | 0.01% | +366+1,830.0% | Added |
| DiNuzzo Private Wealth, Inc. | 393 | $49.4K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 396 | $49.8K | 0.03% | +396 | New |
| Coastal Investment Advisors, Inc. | 406 | $51.1K | 0.02% | −444−52.2% | Reduced |
| Friedenthal Financial | 407 | $51.2K | 0.03% | +407 | New |
| Wellington Shields & Co., LLC | 409 | $51.4K | 0.02% | −266−39.4% | Reduced |
| WR Wealth Planners, LLC | 410 | $51.6K | 0.02% | −78−16.0% | Reduced |
| Provenance Wealth Advisors, LLC | 443 | $55.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 449 | $56.5K | 0.02% | −508−53.1% | Reduced |
| Creative Financial Designs Inc | 456 | $57.3K | 0.00% | +22+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 462 | $58.1K | 0.00% | −3,646−88.8% | Reduced |
| Richardson Financial Services Inc. | 465 | $58.5K | 0.04% | +62+15.4% | Added |
| Accordant Advisory Group Inc | 470 | $59.1K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 470 | $59.1K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 482 | $60.5K | 0.02% | +482 | New |
| Activest Wealth Management | 491 | $61.7K | 0.02% | +6+1.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 496 | $62.4K | 0.03% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $62.9K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 500 | $62.9K | 0.05% | +500 | New |
| Murphy & Mullick Capital Management Corp | 507 | $63.7K | 0.06% | +507 | New |
| Sittner & Nelson, LLC | 510 | $64.1K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 510 | $64.2K | 0.05% | +510 | New |
| Empirical Asset Management, LLC | 11,142 | $66.7K | 0.02% | +11,142 | New |
| WPG Advisers, LLC | 535 | $67.3K | 0.06% | +535 | New |
| Ogorek Anthony Joseph | 547 | $68.0K | 0.02% | −90−14.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 548 | $68.9K | 0.05% | +548 | New |
| Tobam | 556 | $70.0K | 0.02% | −208−27.2% | Reduced |
| R Squared Ltd | 560 | $70.4K | 0.07% | +560 | New |
| BFSG, LLC | 560 | $70.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $71.4K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $72.3K | 0.06% | 00.0% | Unchanged |