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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 1,868 | $234.8K | 0.01% | −243−11.5% | Reduced |
| Atlas Capital Advisors LLC | 1,871 | $235.2K | 0.03% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,871 | $235.2K | 0.05% | +1,871 | New |
| WSFS Capital Management, LLC | 1,875 | $235.8K | 0.01% | −52−2.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,878 | $236.0K | 0.10% | +1,878 | New |
| Northwest Quadrant Wealth Management, LLC | 1,882 | $236.6K | 0.05% | +1,882 | New |
| Founders Financial Alliance, LLC | 1,888 | $237.3K | 0.07% | +1,888 | New |
| Wealth Management Associates, Inc. | 1,894 | $238.1K | 0.10% | +1,894 | New |
| Canvas Wealth Advisors, LLC | 1,901 | $239.0K | 0.06% | −743−28.1% | Reduced |
| Tradition Wealth Management, LLC | 1,902 | $239.1K | 0.02% | +1,902 | New |
| Ethos Financial Group, LLC | 1,903 | $239.2K | 0.03% | +1,903 | New |
| Quest Partners LLC | 1,910 | $240.1K | 0.03% | −1,648−46.3% | Reduced |
| Ssi Investment Management LLC | 1,913 | $240.5K | 0.02% | +1,913 | New |
| Kanawha Capital Management LLC | 1,914 | $240.6K | 0.02% | −66−3.3% | Reduced |
| Lantz Financial LLC | 1,916 | $240.9K | 0.06% | −196−9.3% | Reduced |
| Mirador Capital Partners LP | 1,917 | $241.0K | 0.04% | +1,917 | New |
| OneAscent Family Office, LLC | 1,932 | $243.0K | 0.44% | +1,932 | New |
| Y.D. More Investments Ltd | 1,934 | $243.0K | 0.02% | +835+76.0% | Added |
| Fox Run Management, L.L.C. | 1,934 | $243.1K | 0.04% | +1,934 | New |
| BancorpSouth Bank | 1,936 | $243.5K | 0.02% | −273−12.4% | Reduced |
| Clayton Financial Group LLC | 1,937 | $243.5K | 0.09% | −43−2.2% | Reduced |
| Signal Advisors Wealth, LLC | 1,940 | $243.9K | 0.03% | +1,940 | New |
| Nichols & Pratt Advisers LLP | 1,945 | $244.5K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 1,950 | $245.2K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,951 | $245.3K | 0.05% | −60−3.0% | Reduced |
| Kolinsky Wealth Management, LLC | 1,952 | $245.4K | 0.15% | +1,952 | New |
| Vista Wealth Management Group, LLC | 1,952 | $245.4K | 0.02% | +1,952 | New |
| NBW Capital LLC | 1,954 | $245.7K | 0.05% | −512−20.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,960 | $246.4K | 0.05% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 1,961 | $246.5K | 0.04% | +1,961 | New |
| Goldstein Advisors, LLC | 1,969 | $247.5K | 0.04% | +21+1.1% | Added |
| Wedge Capital Management L L P | 1,976 | $248.4K | 0.00% | +43+2.2% | Added |
| Hoxton Planning & Management, LLC | 1,977 | $248.5K | 0.09% | −5−0.3% | Reduced |
| TruWealth Advisors, LLC | 1,984 | $249.4K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,984 | $249.4K | 0.03% | −48−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 1,990 | $250.2K | 0.01% | −172−8.0% | Reduced |
| Pure Financial Advisors, Inc. | 1,994 | $250.7K | 0.01% | +1,994 | New |
| Keudell/Morrison Wealth Management | 1,998 | $251.2K | 0.07% | −387−16.2% | Reduced |
| Marathon Capital Management | 1,998 | $251.2K | 0.06% | −165−7.6% | Reduced |
| United Bank | 2,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,000 | $251.4K | 0.17% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $251.4K | 0.13% | 00.0% | Unchanged |
| Novem Group | 2,005 | $252.1K | 0.04% | +2,005 | New |
| American Trust | 2,006 | $252.2K | 0.02% | −200−9.1% | Reduced |
| Investment Partners Asset Management, Inc. | 2,013 | $253.1K | 0.20% | 00.0% | Unchanged |
| Norway Savings Bank | 2,018 | $253.7K | 0.14% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,019 | $253.9K | 0.06% | +13+0.6% | Added |
| Silverlake Wealth Management LLC | 2,027 | $254.8K | 0.10% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,851 | $255.1K | 0.07% | +1,851 | New |
| BKM Wealth Management, LLC | 2,038 | $256.2K | 0.11% | −92−4.3% | Reduced |
| SignalPoint Asset Management, LLC | 2,047 | $257.3K | 0.06% | −8−0.4% | Reduced |
| LCNB Corp | 2,050 | $257.7K | 0.09% | +55+2.8% | Added |
| Smallwood Wealth Investment Management, LLC | 2,059 | $258.9K | 0.18% | +3+0.1% | Added |
| Guardian Wealth Advisors, LLC | 2,062 | $259.2K | 0.02% | +2,062 | New |
| Investment Partners, Ltd. | 2,064 | $259.5K | 0.11% | −39−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,071 | $260.4K | 0.01% | −100−4.6% | Reduced |
| Alta Wealth Advisors LLC | 2,073 | $260.6K | 0.11% | −50−2.4% | Reduced |
| North Star Asset Management Inc | 2,077 | $261.1K | 0.01% | +2,077 | New |
| Nations Financial Group Inc, | 2,079 | $261.4K | 0.02% | +2,079 | New |
| Boyd Watterson Asset Management LLC | 2,083 | $261.8K | 0.07% | −7−0.3% | Reduced |
| Motco | 2,084 | $262.0K | 0.03% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,092 | $263.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,100 | $264.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,099 | $264.0K | 0.03% | +8+0.4% | Added |
| Chung Wu Investment Group, LLC | 2,100 | $264.0K | 0.27% | +2,100 | New |
| Perennial Investment Advisors, LLC | 2,107 | $264.9K | 0.03% | +25+1.2% | Added |
| Macroview Investment Management LLC | 2,111 | $265.4K | 0.27% | +8+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,111 | $265.4K | 0.01% | +54+2.6% | Added |
| STAR Financial Bank | 2,113 | $265.6K | 0.19% | −2,295−52.1% | Reduced |
| Warther Private Wealth, LLC | 2,115 | $265.9K | 0.09% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,119 | $266.4K | 0.04% | −378−15.1% | Reduced |
| Jacobsen Capital Management | 2,122 | $266.8K | 0.11% | −3−0.1% | Reduced |
| FCG Investment Co | 2,125 | $267.2K | 0.16% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,918 | $267.3K | 0.01% | +569+42.2% | Added |
| SGL Investment Advisors, Inc. | 1,954 | $267.9K | 0.14% | +1,954 | New |
| Everett Harris & Co | 2,134 | $268.3K | 0.00% | −97−4.3% | Reduced |
| Peak Planning Group, LLC | 2,135 | $268.4K | 0.11% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,142 | $269.0K | 0.07% | +100+4.9% | Added |
| Fairscale Capital, LLC | 2,145 | $269.7K | 0.23% | 00.0% | Unchanged |
| Summit Global Investments | 2,144 | $270.0K | 0.02% | −10,957−83.6% | Reduced |
| Clear Creek Financial Management, LLC | 2,154 | $270.8K | 0.03% | −87−3.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,165 | $272.1K | 0.02% | −25−1.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,172 | $273.1K | 0.13% | −159−6.8% | Reduced |
| Cornerstone Advisory, LLC | 1,969 | $273.6K | 0.03% | −694−26.1% | Reduced |
| Luts & Greenleigh Group, Inc | 2,189 | $275.2K | 0.27% | +30+1.4% | Added |
| New Hampshire Trust | 2,190 | $275.3K | 0.06% | +48+2.2% | Added |
| Callan Capital, LLC | 2,200 | $276.6K | 0.02% | −1,005−31.4% | Reduced |
| Chicago Trust Co NA | 2,203 | $277.0K | 0.05% | −141−6.0% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $277.0K | 0.36% | 00.0% | Unchanged |
| May Hill Capital, LLC | 2,205 | $277.3K | 0.11% | +2,205 | New |
| Dark Forest Capital Management LP | 2,206 | $277.3K | 0.04% | −2,068−48.4% | Reduced |
| Monterey Private Wealth, Inc. | 2,207 | $277.5K | 0.09% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,210 | $277.8K | 0.10% | −130−5.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,215 | $278.5K | 0.16% | −32−1.4% | Reduced |
| Sunflower Bank, N.A. | 2,216 | $278.6K | 0.08% | +47+2.2% | Added |
| MJP Associates Inc | 2,222 | $279.4K | 0.05% | +2,222 | New |
| Bouchey Financial Group Ltd | 2,226 | $279.8K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,232 | $280.6K | 0.03% | −638−22.2% | Reduced |
| Mayfair Advisory Group, LLC | 2,240 | $281.6K | 0.17% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,266 | $284.9K | 0.06% | +43+1.9% | Added |