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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Horrell Capital Management, Inc. | 583 | $73.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 582 | $73.1K | 0.05% | −64−9.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 585 | $73.5K | 0.06% | +585 | New |
| Osterweis Capital Management Inc | 587 | $73.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 591 | $74.0K | 0.02% | −8−1.3% | Reduced |
| Human Investing LLC | 589 | $74.1K | 0.01% | +589 | New |
| Semmax Financial Advisors Inc. | 544 | $74.9K | 0.02% | +25+4.8% | Added |
| Bell Investment Advisors, Inc | 601 | $75.6K | 0.01% | −4−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 625 | $78.6K | 0.01% | −58−8.5% | Reduced |
| Capula Management Ltd | 627 | $78.8K | 0.00% | −793−55.8% | Reduced |
| Union Savings Bank | 649 | $81.6K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 653 | $82.1K | 0.02% | +653 | New |
| CoreFirst Bank & Trust | 661 | $83.1K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 670 | $84.2K | 0.05% | +670 | New |
| Fortitude Family Office, LLC | 671 | $84.4K | 0.03% | +13+2.0% | Added |
| JFS Wealth Advisors, LLC | 678 | $85.2K | 0.01% | +4+0.6% | Added |
| Eukles Asset Management | 698 | $87.8K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 713 | $89.8K | 0.02% | +5+0.7% | Added |
| Gen-Wealth Partners Inc | 720 | $90.5K | 0.04% | +25+3.6% | Added |
| Twin Lakes Capital Management, LLC | 720 | $90.5K | 0.06% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 723 | $90.9K | 0.02% | +1+0.1% | Added |
| Banque Transatlantique SA | 730 | $91.3K | 0.00% | +730 | New |
| Kestra Investment Management, LLC | 741 | $93.2K | 0.00% | +741 | New |
| Trust Co | 755 | $94.9K | 0.01% | +755 | New |
| Wintrust Investments LLC | 773 | $97.0K | 0.09% | −635−45.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 772 | $97.1K | 0.04% | +97+14.4% | Added |
| VSM Wealth Advisory, LLC | 779 | $97.9K | 0.03% | +779 | New |
| HHM Wealth Advisors, LLC | 787 | $98.9K | 0.01% | +46+6.2% | Added |
| Ameliora Wealth Management Ltd. | 792 | $99.6K | 0.04% | +140+21.5% | Added |
| Rocky Mountain Advisers, LLC | 796 | $100.1K | 0.03% | +5+0.6% | Added |
| Park Circle Co | 800 | $100.6K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 811 | $102.0K | 0.02% | −66−7.5% | Reduced |
| Atticus Wealth Management, LLC | 850 | $106.9K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 857 | $107.7K | 0.02% | −28−3.2% | Reduced |
| Riverview Trust Co | 862 | $108.4K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 862 | $108.4K | 0.00% | +862 | New |
| Chesapeake Asset Management LLC | 868 | $109.1K | 0.10% | +770+785.7% | Added |
| Hartford Financial Management Inc. | 869 | $109.3K | 0.02% | −50−5.4% | Reduced |
| Financial Life Planners | 882 | $110.8K | 0.09% | +882 | New |
| Farmers & Merchants Investments Inc | 886 | $111.4K | 0.00% | −5−0.6% | Reduced |
| Hollencrest Capital Management | 889 | $111.7K | 0.00% | −152−14.6% | Reduced |
| Washington Trust Advisors, Inc. | 898 | $112.9K | 0.01% | +34+3.9% | Added |
| Coppell Advisory Solutions LLC | 910 | $114.9K | 0.02% | +255+38.9% | Added |
| Gleason Group, Inc. | 919 | $115.5K | 0.02% | −554−37.6% | Reduced |
| MV Capital Management, Inc. | 919 | $115.5K | 0.01% | −151−14.1% | Reduced |
| Colonial Trust Co | 955 | $120.1K | 0.02% | +63+7.1% | Added |
| Dakota Community Bank & Trust NA | 961 | $120.8K | 0.57% | −81−7.8% | Reduced |
| J.Safra Asset Management Corp | 980 | $123.2K | 0.01% | +412+72.5% | Added |
| Oarsman Capital, Inc. | 1,000 | $125.7K | 0.02% | −47−4.5% | Reduced |
| Tompkins Financial Corp | 1,000 | $125.7K | 0.01% | −30−2.9% | Reduced |
| Monetary Management Group Inc | 1,000 | $125.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $125.7K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $125.7K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $125.7K | 0.06% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $125.7K | 0.05% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,014 | $127.5K | 0.11% | +1,014 | New |
| Tortoise Investment Management, LLC | 1,019 | $128.1K | 0.01% | −182−15.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,019 | $128.1K | 0.02% | +2+0.2% | Added |
| Creekmur Asset Management LLC | 1,027 | $129.1K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,044 | $131.3K | 0.06% | +45+4.5% | Added |
| Carolinas Wealth Consulting LLC | 1,058 | $133.0K | 0.03% | −10−0.9% | Reduced |
| Thompson Investment Management, Inc. | 1,067 | $134.2K | 0.02% | −458−30.0% | Reduced |
| PSI Advisors, LLC | 1,068 | $134.3K | 0.04% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1,073 | $134.8K | 0.08% | +1,073 | New |
| Sound Income Strategies, LLC | 1,073 | $134.8K | 0.01% | +66+6.6% | Added |
| Millstone Evans Group, LLC | 1,083 | $136.2K | 0.09% | +1,083 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $136.4K | 0.05% | +145+15.4% | Added |
| Covestor Ltd | 1,109 | $139.0K | 0.09% | +392+54.7% | Added |
| General Partner, Inc. | 1,107 | $139.2K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,108 | $139.3K | 0.01% | +138+14.2% | Added |
| Whipplewood Advisors, LLC | 1,154 | $145.1K | 0.08% | +1,154 | New |
| Paladin Advisory Group, LLC | 1,156 | $145.3K | 0.11% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,170 | $147.1K | 0.13% | +1,170 | New |
| First Financial Corp | 1,179 | $148.2K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,184 | $148.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,200 | $150.9K | 0.03% | +1,200 | New |
| XY Capital Ltd | 1,206 | $151.6K | 0.17% | +1,206 | New |
| West Paces Advisors Inc. | 1,210 | $152.1K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,213 | $152.4K | 0.02% | −40−3.2% | Reduced |
| Resources Management Corp | 1,215 | $153.0K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,238 | $155.6K | 0.01% | +1,238 | New |
| BTG Pactual Asset Management US LLC | 1,257 | $158.0K | 0.02% | +1,257 | New |
| Global Financial Private Client, LLC | 1,295 | $162.8K | 0.06% | +15+1.2% | Added |
| West Branch Capital LLC | 1,295 | $162.8K | 0.05% | +972+300.9% | Added |
| Optimum Investment Advisors | 1,300 | $163.4K | 0.07% | −1,750−57.4% | Reduced |
| Royal Fund Management, LLC | 1,314 | $165.2K | 0.02% | −1,314−50.0% | Reduced |
| Howard Capital Management Group, LLC | 1,316 | $165.4K | 0.01% | +1,316 | New |
| Silvant Capital Management LLC | 1,357 | $170.6K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,383 | $173.9K | 0.12% | +1,383 | New |
| Indiana Trust & Investment Management CO | 1,394 | $175.3K | 0.06% | +53+4.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,396 | $176.0K | 0.08% | +1+0.1% | Added |
| Piscataqua Savings Bank | 1,494 | $187.8K | 0.16% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,500 | $188.6K | 0.07% | +900+150.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,503 | $189.0K | 0.06% | +528+54.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $189.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,568 | $197.0K | 0.01% | +529+50.9% | Added |
| Ransom Advisory, Ltd | 1,594 | $200.4K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,597 | $200.8K | 0.03% | +1,597 | New |
| Game Plan Financial Advisors, LLC | 1,600 | $200.9K | 0.10% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,597 | $201.0K | 0.03% | +1,597 | New |