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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Company, Inc. | 2,685 | $337.6K | 0.17% | +200+8.0% | Added |
| Advisor OS, LLC | 2,689 | $338.1K | 0.04% | +290+12.1% | Added |
| Lion Street Advisors, LLC | 2,693 | $338.6K | 0.11% | −137−4.8% | Reduced |
| Cardinal Point Capital Management, ULC | 2,697 | $339.1K | 0.05% | +90+3.5% | Added |
| Veracity Capital LLC | 2,702 | $339.7K | 0.12% | +455+20.2% | Added |
| Brandywine Oak Private Wealth LLC | 2,707 | $340.3K | 0.03% | +81+3.1% | Added |
| Broadleaf Partners, LLC | 2,719 | $341.8K | 0.08% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,727 | $342.8K | 0.09% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,744 | $345.0K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,748 | $345.5K | 0.17% | +87+3.3% | Added |
| Proequities, Inc. | 2,543 | $345.8K | 0.02% | +393+18.3% | Added |
| Wallace Advisory Group, LLC | 3,326 | $346.7K | 0.24% | +485+17.1% | Added |
| Jackson Square Capital, LLC | 2,760 | $347.0K | 0.08% | +19+0.7% | Added |
| Allegheny Financial Group LTD | 2,770 | $348.3K | 0.09% | −9−0.3% | Reduced |
| Thrive Wealth Management, LLC | 2,773 | $348.7K | 0.06% | −20−0.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,774 | $348.7K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,784 | $350.0K | 0.03% | +452+19.4% | Added |
| Legacy Edge Advisors, LLC | 2,784 | $350.1K | 0.06% | +144+5.5% | Added |
| Sunpointe, LLC | 2,786 | $350.3K | 0.18% | +27+1.0% | Added |
| American National Bank | 2,807 | $352.9K | 0.04% | −538−16.1% | Reduced |
| Cercano Management LLC | 2,812 | $353.5K | 0.01% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 2,822 | $354.8K | 0.15% | +44+1.6% | Added |
| Objective Capital Management, LLC | 2,832 | $356.0K | 0.24% | −237−7.7% | Reduced |
| Ariadne Wealth Management, LP | 2,581 | $356.5K | 0.16% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 2,842 | $357.0K | 0.10% | −5,158−64.5% | Reduced |
| Breakthru Advisory Services, LLC | 2,840 | $357.0K | 0.32% | +2,840 | New |
| Seven Mile Advisory | 2,849 | $358.2K | 0.23% | −92−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,853 | $358.7K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,855 | $358.9K | 0.10% | −12,336−81.2% | Reduced |
| Associated Banc-Corp | 2,859 | $359.4K | 0.01% | −97−3.3% | Reduced |
| Kennebec Savings Bank | 2,908 | $360.6K | 0.36% | +81+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,869 | $360.7K | 0.01% | +1,231+75.2% | Added |
| Legacy Solutions, LLC | 2,870 | $360.8K | 0.39% | +2,870 | New |
| TCFG Wealth Management, LLC | 2,879 | $362.0K | 0.18% | −124−4.1% | Reduced |
| Camden National Bank | 2,887 | $363.0K | 0.05% | −1,561−35.1% | Reduced |
| Fiducient Advisors LLC | 2,898 | $364.3K | 0.04% | +70+2.5% | Added |
| McLean Asset Management Corp | 2,899 | $364.4K | 0.11% | +53+1.9% | Added |
| American State Bank (Iowa) | 2,908 | $365.6K | 0.22% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,914 | $366.3K | 0.02% | +492+20.3% | Added |
| Fulcrum Capital LLC | 2,921 | $367.2K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,928 | $368.1K | 0.08% | 00.0% | Unchanged |
| Taika Capital, LP | 2,945 | $370.2K | 0.28% | +2,945 | New |
| West Family Investments, Inc. | 2,949 | $370.7K | 0.13% | −68−2.3% | Reduced |
| Meridian Wealth Partners, LLC | 2,949 | $370.8K | 0.06% | +2,949 | New |
| Severin Investments, LLC | 2,952 | $371.1K | 0.37% | +2,952 | New |
| Ameritas Advisory Services, LLC | 2,953 | $371.3K | 0.01% | +2,953 | New |
| Atlantic Union Bankshares Corp | 2,956 | $371.6K | 0.02% | −28−0.9% | Reduced |
| Diversified Enterprises, LLC | 2,957 | $371.7K | 0.04% | +217+7.9% | Added |
| Navis Wealth Advisors, LLC | 2,958 | $371.9K | 0.41% | −228−7.2% | Reduced |
| Aspiriant, LLC | 2,961 | $372.2K | 0.01% | +173+6.2% | Added |
| Blue Fin Capital, Inc. | 2,965 | $372.8K | 0.07% | 00.0% | Unchanged |
| City State Bank | 2,978 | $374.4K | 0.13% | −350−10.5% | Reduced |
| Summit Wealth Group, LLC | 2,983 | $375.0K | 0.11% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,998 | $376.9K | 0.09% | +96+3.3% | Added |
| First Interstate Bank | 3,000 | $377.2K | 0.02% | −18−0.6% | Reduced |
| Spirit of America Management Corp | 3,000 | $377.2K | 0.08% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,002 | $377.4K | 0.01% | +12+0.4% | Added |
| Perfromance Wealth Partners, LLC | 3,004 | $377.7K | 0.01% | +78+2.7% | Added |
| Cohen & Steers, Inc. | 3,005 | $378.0K | 0.00% | +152+5.3% | Added |
| Prosperity Consulting Group, LLC | 3,008 | $378.1K | 0.03% | +553+22.5% | Added |
| Partners Wealth Management, LLC | 3,009 | $378.3K | 0.43% | +3,009 | New |
| WMS Partners, LLC | 3,009 | $378.3K | 0.02% | +3,009 | New |
| Lokken Investment Group LLC | 3,014 | $378.9K | 0.16% | −39−1.3% | Reduced |
| Five Oceans Advisors | 3,021 | $379.8K | 0.17% | +24+0.8% | Added |
| Wimmer Associates 1, LLC | 3,023 | $380.1K | 0.19% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,025 | $380.3K | 0.02% | +58+2.0% | Added |
| Everpar Advisors LLC | 3,027 | $380.6K | 0.19% | +243+8.7% | Added |
| Grandfield & Dodd, LLC | 3,035 | $381.6K | 0.02% | +5+0.2% | Added |
| Wealthcare Advisory Partners LLC | 3,035 | $381.6K | 0.01% | +416+15.9% | Added |
| O'Rourke & Company, Inc | 3,040 | $382.2K | 0.19% | +4+0.1% | Added |
| Manchester Financial Inc | 3,043 | $382.6K | 0.08% | 00.0% | Unchanged |
| Sentinus, LLC | 3,048 | $383.2K | 0.11% | −839−21.6% | Reduced |
| Optas, LLC | 3,051 | $383.6K | 0.08% | +180+6.3% | Added |
| One Wealth Advisors, LLC | 3,055 | $384.0K | 0.06% | −877−22.3% | Reduced |
| Duncker Streett & Co Inc | 3,071 | $386.1K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,071 | $386.1K | 0.02% | +3,071 | New |
| Hobbs Group Advisors, LLC | 3,075 | $386.6K | 0.15% | +10+0.3% | Added |
| Trueblood Wealth Management, LLC | 3,080 | $387.2K | 0.19% | 00.0% | Unchanged |
| Versor Investments LP | 3,100 | $389.7K | 0.07% | +500+19.2% | Added |
| Watts Gwilliam & Co., LLC | 3,072 | $389.8K | 0.08% | −45−1.4% | Reduced |
| Waddell & Associates, LLC | 3,112 | $391.2K | 0.04% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,113 | $391.5K | 0.39% | −30−1.0% | Reduced |
| Code Waechter LLC | 3,123 | $392.6K | 0.34% | +28+0.9% | Added |
| Key Financial Inc | 3,127 | $393.1K | 0.09% | +310+11.0% | Added |
| Ascent Group, LLC | 3,129 | $393.4K | 0.03% | +664+26.9% | Added |
| Omnia Family Wealth, LLC | 3,140 | $394.8K | 0.16% | +77+2.5% | Added |
| Easterly Investment Partners LLC | 3,151 | $396.1K | 0.03% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 3,216 | $397.0K | 0.17% | +3,216 | New |
| Opinicus Capital, Inc. | 3,160 | $397.3K | 0.33% | −104−3.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,176 | $399.3K | 0.01% | −84−2.6% | Reduced |
| Mason & Associates Inc | 3,177 | $399.4K | 0.09% | +90+2.9% | Added |
| Lane & Associates LLC | 2,889 | $400.0K | 0.21% | −62−2.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,182 | $400.0K | 0.08% | +451+16.5% | Added |
| Brown Capital Management LLC | 3,190 | $401.0K | 0.01% | −583−15.5% | Reduced |
| Ostrum Asset Management | 3,200 | $402.3K | 0.03% | −133−4.0% | Reduced |
| L.M. Kohn & Company | 3,202 | $402.6K | 0.10% | +180+6.0% | Added |
| Howard Financial Services, Ltd. | 3,204 | $402.8K | 0.05% | +604+23.2% | Added |
| Focus Financial Network, Inc. | 3,209 | $403.5K | 0.02% | +64+2.0% | Added |
| AA Financial Advisors, LLC | 3,216 | $404.3K | 0.11% | +637+24.7% | Added |