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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 2,268 | $285.1K | 0.01% | +266+13.3% | Added |
| Wealth Dimensions Group, Ltd. | 2,271 | $285.5K | 0.07% | +2,271 | New |
| Old North State Trust, LLC | 2,274 | $286.0K | 0.18% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,275 | $286.0K | 0.27% | +2,275 | New |
| New Vernon Investment Management LLC | 27,624 | $286.2K | 0.49% | +19,074+223.1% | Added |
| Welch Group, LLC | 2,281 | $286.8K | 0.01% | +102+4.7% | Added |
| SLT Holdings LLC | 2,284 | $287.1K | 0.27% | +2,284 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,295 | $288.6K | 0.00% | +38+1.7% | Added |
| Capital Square, LLC | 2,096 | $288.9K | 0.16% | −3,251−60.8% | Reduced |
| Shell Asset Management Co | 2,297 | $289.0K | 0.01% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,300 | $289.2K | 0.14% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,300 | $289.2K | 0.16% | +2,300 | New |
| Primoris Wealth Advisors, LLC | 2,305 | $289.8K | 0.22% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 2,308 | $290.2K | 0.11% | +2,308 | New |
| Chicago Capital, LLC | 2,317 | $291.3K | 0.01% | +2,317 | New |
| Means Investment Co., Inc. | 2,321 | $291.8K | 0.03% | +260+12.6% | Added |
| Sutton Place Investors LLC | 2,324 | $292.2K | 0.17% | +102+4.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,328 | $292.7K | 0.07% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,340 | $294.2K | 0.06% | +344+17.2% | Added |
| Central Bank & Trust Co | 2,343 | $294.6K | 0.04% | −38−1.6% | Reduced |
| PEAK6 LLC | 2,344 | $294.7K | 0.01% | +2,344 | New |
| BlueStem Wealth Partners, LLC | 2,347 | $295.0K | 0.04% | +2,347 | New |
| Global Strategic Investment Solutions, LLC | 2,359 | $296.6K | 0.03% | +2,359 | New |
| Gitterman Wealth Management, LLC | 2,373 | $298.3K | 0.12% | +8+0.3% | Added |
| Accredited Investors Inc. | 2,375 | $298.6K | 0.02% | −214−8.3% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $298.8K | 0.13% | −1,710−41.8% | Reduced |
| Centiva Capital, LP | 2,388 | $300.2K | 0.01% | −897−27.3% | Reduced |
| Antonelli Financial Advisors, LLC | 2,391 | $300.6K | 0.25% | +2,391 | New |
| Darden Wealth Group Inc | 2,396 | $301.2K | 0.20% | 00.0% | Unchanged |
| Firestone Capital Management | 2,397 | $301.3K | 0.07% | +2+0.1% | Added |
| Horizon Wealth Management, LLC | 2,400 | $301.8K | 0.05% | +2+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,420 | $304.2K | 0.19% | +370+18.0% | Added |
| Boston Trust Walden Corp | 2,423 | $304.6K | 0.00% | 00.0% | Unchanged |
| Claris Financial LLC | 2,423 | $304.6K | 0.20% | +2,423 | New |
| Alteri Wealth LLC | 2,425 | $304.9K | 0.08% | +2,425 | New |
| Hall Capital Management Co Inc | 2,426 | $305.0K | 0.14% | +2,426 | New |
| BLB&B Advisors, LLC | 2,427 | $305.1K | 0.02% | −148−5.7% | Reduced |
| Intergy Private Wealth, LLC | 2,428 | $305.2K | 0.11% | −99−3.9% | Reduced |
| Prepared Retirement Institute LLC | 2,437 | $306.4K | 0.17% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,445 | $307.4K | 0.08% | −175−6.7% | Reduced |
| Financial Advocates Investment Management | 2,457 | $308.9K | 0.02% | −170−6.5% | Reduced |
| Tanager Wealth Management LLP | 2,457 | $308.9K | 0.04% | −1,771−41.9% | Reduced |
| Sachetta, LLC | 2,460 | $309.3K | 0.12% | −73−2.9% | Reduced |
| HBW Advisory Services LLC | 2,470 | $310.5K | 0.05% | +317+14.7% | Added |
| Univest Financial Corp | 2,471 | $310.6K | 0.02% | +8+0.3% | Added |
| Spartan Planning & Wealth Management | 2,480 | $311.8K | 0.28% | +2,480 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,483 | $312.2K | 0.12% | −107−4.1% | Reduced |
| River Wealth Advisors LLC | 2,484 | $312.3K | 0.04% | −106−4.1% | Reduced |
| CoreCap Advisors, LLC | 2,494 | $313.6K | 0.01% | +561+29.0% | Added |
| Souders Financial Advisors | 2,499 | $314.2K | 0.04% | +2,499 | New |
| Beck Mack & Oliver LLC | 2,500 | $314.3K | 0.01% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,503 | $314.7K | 0.05% | −220−8.1% | Reduced |
| TFB Advisors LLC | 2,504 | $314.8K | 0.09% | −158−5.9% | Reduced |
| PFG Advisors | 2,506 | $315.1K | 0.02% | −156−5.9% | Reduced |
| World Equity Group, Inc. | 2,524 | $315.5K | 0.07% | +2,524 | New |
| Sepio Capital, LP | 2,512 | $315.8K | 0.03% | +3+0.1% | Added |
| Financial Security Advisor, Inc. | 2,515 | $316.2K | 0.08% | +13+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,281 | $316.4K | 0.00% | −240−9.5% | Reduced |
| Park Edge Advisors, LLC | 2,521 | $316.9K | 0.09% | −490−16.3% | Reduced |
| Doheny Asset Management | 2,523 | $317.0K | 0.24% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,522 | $317.1K | 0.04% | −33−1.3% | Reduced |
| Silver Coast Investments LLC | 2,526 | $317.6K | 0.12% | −486−16.1% | Reduced |
| Flynn Zito Capital Management, LLC | 2,528 | $317.8K | 0.15% | +10.0% | Added |
| Neville Rodie & Shaw Inc | 2,526 | $318.0K | 0.02% | +2,526 | New |
| B&L Asset Management LLC | 2,530 | $318.1K | 0.20% | −245−8.8% | Reduced |
| Kaizen Financial Strategies | 2,531 | $318.2K | 0.18% | +34+1.4% | Added |
| Segment Wealth Management, LLC | 2,533 | $318.4K | 0.02% | +28+1.1% | Added |
| IVC Wealth Advisors LLC | 2,535 | $318.7K | 0.18% | +16+0.6% | Added |
| Baker Tilly Wealth Management, LLC | 2,540 | $319.3K | 0.13% | +126+5.2% | Added |
| Pine Valley Investments Ltd Liability Co | 2,540 | $319.3K | 0.02% | +3+0.1% | Added |
| Castleview Partners, LLC | 2,570 | $320.7K | 0.17% | +130+5.3% | Added |
| Michael B. Yongue | 2,553 | $321.0K | 0.25% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2,552 | $321.0K | 0.23% | +258+11.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,554 | $321.1K | 0.05% | +3+0.1% | Added |
| Plancorp, LLC | 2,557 | $321.5K | 0.01% | +143+5.9% | Added |
| Austin Private Wealth, LLC | 2,560 | $321.8K | 0.03% | +1,141+80.4% | Added |
| Apexium Financial, LP | 2,561 | $322.0K | 0.02% | −636−19.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,577 | $324.0K | 0.23% | +96+3.9% | Added |
| FDx Advisors, Inc. | 2,579 | $324.0K | 0.09% | −394−13.3% | Reduced |
| Advisory Alpha, LLC | 2,577 | $324.0K | 0.01% | +130+5.3% | Added |
| Rakuten Securities, Inc. | 2,584 | $324.9K | 0.13% | +2,284+761.3% | Added |
| Paradigm Financial Partners, LLC | 2,585 | $325.0K | 0.04% | +225+9.5% | Added |
| Bragg Financial Advisors, Inc | 2,591 | $325.7K | 0.01% | +70+2.8% | Added |
| Bangor Savings Bank | 2,592 | $325.9K | 0.03% | +183+7.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,593 | $326.0K | 0.10% | −37−1.4% | Reduced |
| Naviter Wealth, LLC | 2,600 | $326.9K | 0.04% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 2,603 | $327.2K | 0.21% | −59−2.2% | Reduced |
| Equitable Trust Co | 2,607 | $327.8K | 0.02% | −30−1.1% | Reduced |
| XML Financial, LLC | 2,612 | $328.4K | 0.03% | +2,612 | New |
| Willow Creek Wealth Management Inc. | 2,613 | $328.5K | 0.03% | −6−0.2% | Reduced |
| Genesis Private Wealth, LLC | 2,635 | $331.3K | 0.18% | +2,635 | New |
| Advus Financial Partners, LLC | 2,646 | $332.6K | 0.09% | −215−7.5% | Reduced |
| Wrapmanager Inc | 2,660 | $334.4K | 0.09% | −583−18.0% | Reduced |
| N.E.W. Advisory Services LLC | 2,671 | $335.7K | 0.03% | +3+0.1% | Added |
| Enterprise Financial Services Corp | 2,675 | $336.3K | 0.19% | +102+4.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,678 | $336.7K | 0.08% | −130−4.6% | Reduced |
| Golden State Wealth Management, LLC | 2,680 | $337.0K | 0.05% | +2,680 | New |
| Sandy Spring Bank | 2,681 | $337.0K | 0.01% | +96+3.7% | Added |
| Harbour Investments, Inc. | 2,683 | $337.3K | 0.01% | +38+1.4% | Added |
| Sax Wealth Advisors, LLC | 2,684 | $337.4K | 0.03% | +265+11.0% | Added |