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 |
|---|---|---|---|---|---|
| McNamara Financial Services, Inc. | 1,600 | $201.2K | 0.05% | +1,600 | New |
| Black Swift Group, LLC | 1,600 | $201.2K | 0.04% | +1,600 | New |
| Masso Torrence Wealth Management Inc. | 1,601 | $201.3K | 0.11% | +1,601 | New |
| Channel Wealth LLC | 1,601 | $201.3K | 0.07% | +1,601 | New |
| Massachusetts Wealth Management | 1,602 | $201.4K | 0.12% | +1,602 | New |
| Vaughan David Investments LLC | 1,606 | $202.0K | 0.00% | +1,606 | New |
| Regent Peak Wealth Advisors LLC | 1,610 | $202.4K | 0.05% | +1,610 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,610 | $202.4K | 0.03% | +1,610 | New |
| RB Capital Management, LLC | 1,612 | $202.7K | 0.05% | +1,612 | New |
| Davis Investment Partners, LLC | 1,649 | $203.5K | 0.09% | +1,649 | New |
| Beirne Wealth Consulting Services, LLC | 1,619 | $203.5K | 0.07% | +1,619 | New |
| Westwood Holdings Group Inc. | 1,621 | $203.8K | 0.00% | +1,621 | New |
| PKS Advisory Services, LLC | 1,631 | $205.1K | 0.06% | +1,631 | New |
| Fairfield, Bush & Co. | 1,632 | $205.2K | 0.12% | +1,632 | New |
| Garden State Investment Advisory Services LLC | 1,633 | $205.9K | 0.06% | +1,633 | New |
| Fusion Capital, LLC | 1,641 | $206.3K | 0.08% | +1,641 | New |
| Eqis Capital Management, Inc. | 1,642 | $206.5K | 0.02% | +1,642 | New |
| Pekin Hardy Strauss, Inc. | 1,645 | $206.8K | 0.03% | +1,645 | New |
| First National Corp | 1,648 | $207.1K | 0.05% | +1,648 | New |
| AGH Wealth Advisors, LLC | 1,648 | $207.2K | 0.19% | +1,648 | New |
| Per Stirling Capital Management, LLC. | 1,651 | $207.5K | 0.03% | +1,651 | New |
| Centurion Wealth Management LLC | 1,653 | $207.9K | 0.07% | +1,653 | New |
| Verum Partners LLC | 1,656 | $208.2K | 0.06% | +1,656 | New |
| Keebeck Wealth Management, LLC | 1,658 | $208.4K | 0.03% | +1,658 | New |
| MWA Asset Management | 1,663 | $209.1K | 0.14% | +1,663 | New |
| Riverbend Wealth Management, LLC | 1,647 | $209.4K | 0.19% | +1,647 | New |
| Schrum Private Wealth Management LLC | 1,677 | $210.8K | 0.18% | −1,669−49.9% | Reduced |
| D'Orazio & Associates, Inc. | 1,679 | $211.1K | 0.03% | +1,679 | New |
| WP Advisors, LLC | 1,688 | $212.2K | 0.07% | +1,688 | New |
| Sabal Trust CO | 1,689 | $212.3K | 0.01% | +1,689 | New |
| McAdam, LLC | 1,691 | $212.6K | 0.01% | +1,691 | New |
| NTV Asset Management LLC | 1,692 | $212.7K | 0.03% | +1,692 | New |
| Noesis Capital Mangement Corp | 1,698 | $213.5K | 0.04% | +1,698 | New |
| Bruce G. Allen Investments, LLC | 1,700 | $213.7K | 0.17% | −46−2.6% | Reduced |
| ARS Investment Partners, LLC | 1,700 | $213.7K | 0.02% | +1,700 | New |
| Brave Asset Management Inc | 1,700 | $213.7K | 0.07% | +1,700 | New |
| Beacon Financial Advisory LLC | 1,702 | $214.0K | 0.07% | +1,702 | New |
| Wealth Group, Ltd. | 1,704 | $214.0K | 0.14% | +1,704 | New |
| Aries Wealth Management | 1,708 | $214.7K | 0.06% | +1,708 | New |
| Armstrong Advisory Group, Inc | 1,709 | $214.9K | 0.02% | +566+49.5% | Added |
| SFMG, LLC | 1,711 | $215.2K | 0.02% | +1,711 | New |
| Rockingstone Advisors LLC | 1,715 | $215.6K | 0.10% | +1,715 | New |
| Grimes & Company, Inc. | 1,716 | $215.8K | 0.01% | +1,716 | New |
| Graves-Light Private Wealth Management, Inc. | 1,722 | $216.5K | 0.03% | +1,722 | New |
| Lifestyle Asset Management, Inc. | 1,730 | $217.5K | 0.12% | +1,730 | New |
| Carnegie Capital Asset Management, LLC | 1,731 | $217.6K | 0.01% | +1,731 | New |
| Naples Global Advisors, LLC | 1,734 | $217.9K | 0.02% | +1,734 | New |
| Valley National Advisers Inc | 1,739 | $218.0K | 0.04% | +165+10.5% | Added |
| Bank Ozk | 1,736 | $218.2K | 0.09% | +1,736 | New |
| Grunden Financial Advisory, Inc. | 1,740 | $218.8K | 0.11% | +1,740 | New |
| Rise Advisors, LLC | 1,744 | $219.3K | 0.11% | −48−2.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,745 | $219.4K | 0.05% | −373−17.6% | Reduced |
| Westmount Partners, LLC | 1,749 | $219.8K | 0.07% | +1,749 | New |
| Godsey & Gibb Associates | 1,750 | $220.0K | 0.02% | −214−10.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,755 | $220.7K | 0.06% | +1,289+276.6% | Added |
| GM Advisory Group, Inc. | 1,760 | $221.2K | 0.01% | +1,760 | New |
| Bingham Private Wealth, LLC | 1,761 | $221.4K | 0.24% | +1,761 | New |
| First Business Financial Services, Inc. | 1,762 | $221.5K | 0.02% | +1,762 | New |
| Lewis Asset Management, LLC | 1,763 | $221.6K | 0.17% | −275−13.5% | Reduced |
| TrinityPoint Wealth, LLC | 1,763 | $221.6K | 0.03% | −260−12.9% | Reduced |
| CM Wealth Advisors LLC | 1,766 | $222.0K | 0.07% | +1,766 | New |
| RKL Wealth Management LLC | 1,767 | $222.2K | 0.02% | +1,767 | New |
| Tyche Wealth Partners LLC | 1,769 | $222.4K | 0.05% | +1,769 | New |
| WealthTrust Axiom LLC | 1,770 | $222.5K | 0.07% | +1,770 | New |
| JB Capital LLC | 1,771 | $222.7K | 0.01% | −172−8.9% | Reduced |
| King Wealth | 1,771 | $223.0K | 0.03% | +1,771 | New |
| Maltin Wealth Management, Inc. | 1,785 | $224.4K | 0.11% | +1,785 | New |
| CTC Alternative Strategies, Ltd. | 1,788 | $224.8K | 0.29% | +1,788 | New |
| Sterling Financial Group, Inc. | 1,789 | $224.9K | 0.08% | +1,789 | New |
| Colonial River Wealth Management, LLC | 1,793 | $225.4K | 0.11% | −402−18.3% | Reduced |
| Leo Wealth, LLC | 1,797 | $226.0K | 0.02% | +1,797 | New |
| Weatherly Asset Management L. P. | 1,799 | $226.2K | 0.02% | +1,799 | New |
| Acorn Creek Capital LLC | 1,799 | $226.2K | 0.12% | +1,799 | New |
| Reik & Co., LLC | 1,800 | $226.3K | 0.05% | +1,800 | New |
| Investment House LLC | 1,800 | $226.3K | 0.01% | +1,800 | New |
| Neumann Capital Management, LLC | 1,800 | $226.3K | 0.08% | +1,800 | New |
| Entruity Wealth, LLC | 1,800 | $226.3K | 0.22% | +1,800 | New |
| Flaharty Asset Management, LLC | 1,802 | $226.5K | 0.03% | +1,544+598.4% | Added |
| First Affirmative Financial Network | 1,811 | $227.7K | 0.13% | −593−24.7% | Reduced |
| Running Point Capital Advisors, LLC | 1,813 | $228.0K | 0.08% | +1,813 | New |
| Brucke Financial, Inc. | 1,649 | $228.3K | 0.20% | +1,649 | New |
| Pflug Koory, LLC | 1,824 | $229.3K | 0.12% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,825 | $229.4K | 0.02% | +1,825 | New |
| United Community Bank | 1,829 | $229.9K | 0.09% | −494−21.3% | Reduced |
| Safeguard Financial, LLC | 1,831 | $230.2K | 0.05% | −702−27.7% | Reduced |
| Modern Wealth Management, LLC | 1,831 | $230.3K | 0.01% | +1,831 | New |
| ProVise Management Group, LLC | 1,832 | $230.3K | 0.02% | +1,832 | New |
| Lavaca Capital LLC | 1,838 | $231.1K | 0.10% | +1,838 | New |
| Oxford Financial Group Ltd | 1,846 | $232.1K | 0.02% | −424−18.7% | Reduced |
| Precedent Wealth Partners, LLC | 1,853 | $233.0K | 0.08% | +1,853 | New |
| Headinvest, LLC | 1,854 | $233.1K | 0.04% | −80−4.1% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $233.3K | 0.10% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,858 | $233.6K | 0.05% | +1,858 | New |
| Berry Wealth Group, LP | 1,858 | $233.6K | 0.17% | +1,858 | New |
| Florida Financial Advisors, LLC | 1,861 | $234.0K | 0.10% | +1,861 | New |
| MBL Wealth, LLC | 1,863 | $234.2K | 0.02% | +1,863 | New |
| Athena Investment Management | 1,864 | $234.3K | 0.14% | −114−5.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,865 | $234.5K | 0.05% | −15,356−89.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,866 | $234.6K | 0.01% | −1,017−35.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,866 | $234.6K | 0.01% | −29−1.5% | Reduced |