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 |
|---|---|---|---|---|---|
| Alexis Investment Partners, LLC | 3,216 | $404.3K | 0.20% | +3,216 | New |
| Phillips Wealth Planners LLC | 3,280 | $404.9K | 0.40% | −586−15.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,233 | $406.5K | 0.01% | −43−1.3% | Reduced |
| Soltis Investment Advisors LLC | 3,236 | $406.8K | 0.04% | +918+39.6% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $407.2K | 0.29% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 3,243 | $407.7K | 0.15% | +13+0.4% | Added |
| Park Place Capital Corp | 3,248 | $408.3K | 0.11% | −412−11.3% | Reduced |
| Penserra Capital Management LLC | 3,277 | $411.0K | 0.01% | +3,142+2,327.4% | Added |
| Crawford Investment Counsel Inc | 3,283 | $412.7K | 0.01% | −7−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,299 | $414.7K | 0.04% | −4,388−57.1% | Reduced |
| Onefund, LLC | 3,304 | $415.4K | 0.40% | +34+1.0% | Added |
| Congress Park Capital LLC | 3,325 | $418.0K | 0.15% | −350−9.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,325 | $418.0K | 0.12% | +201+6.4% | Added |
| Journey Strategic Wealth LLC | 3,329 | $418.5K | 0.02% | −50−1.5% | Reduced |
| Lebenthal Global Advisors, LLC | 3,340 | $419.8K | 0.08% | −1,598−32.4% | Reduced |
| Quantum Financial Advisors, LLC | 3,342 | $420.2K | 0.06% | −93−2.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,357 | $422.0K | 0.21% | −17−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 3,371 | $423.8K | 0.03% | +626+22.8% | Added |
| Bedel Financial Consulting, Inc. | 3,056 | $424.6K | 0.06% | +10.0% | Added |
| Alerus Financial NA | 3,384 | $425.4K | 0.03% | −18−0.5% | Reduced |
| Essex Savings Bank | 3,393 | $426.6K | 0.11% | +263+8.4% | Added |
| JGP Wealth Management, LLC | 3,396 | $426.9K | 0.06% | −54−1.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,397 | $427.1K | 0.04% | +398+13.3% | Added |
| Reuter James Wealth Management, LLC | 3,403 | $427.8K | 0.08% | −936−21.6% | Reduced |
| Manchester Capital Management LLC | 3,413 | $429.1K | 0.05% | −78−2.2% | Reduced |
| Coastwise Capital Group, LLC | 3,415 | $429.3K | 0.34% | +20+0.6% | Added |
| Community Bank of Raymore | 3,420 | $430.0K | 0.34% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $430.8K | 0.02% | −172−4.8% | Reduced |
| Van Hulzen Asset Management, LLC | 3,450 | $433.8K | 0.03% | +14+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,458 | $434.7K | 0.07% | −299−8.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,468 | $436.0K | 0.24% | +3,468 | New |
| Orrstown Financial Services Inc | 3,470 | $436.3K | 0.12% | −50−1.4% | Reduced |
| Altus Wealth Group LLC | 3,477 | $437.2K | 0.19% | −100−2.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,503 | $440.4K | 0.01% | −203−5.5% | Reduced |
| First Financial Bank - Trust Division | 3,526 | $443.3K | 0.04% | −105−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,532 | $444.1K | 0.29% | −33,018−90.3% | Reduced |
| Farmers National Bank | 3,535 | $444.4K | 0.13% | +3,535 | New |
| Hotchkis & Wiley Capital Management LLC | 3,570 | $448.8K | 0.00% | −850−19.2% | Reduced |
| Nwam LLC | 3,570 | $448.9K | 0.03% | −78−2.1% | Reduced |
| Castle Wealth Management LLC | 3,583 | $450.5K | 0.18% | −4,549−55.9% | Reduced |
| Zhang Financial LLC | 3,602 | $452.8K | 0.03% | +586+19.4% | Added |
| Prelude Capital Management, LLC | 3,636 | $457.1K | 0.04% | +3,636 | New |
| Continuum Advisory, LLC | 3,638 | $457.4K | 0.06% | +87+2.5% | Added |
| One Capital Management, LLC | 3,649 | $458.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,657 | $459.8K | 0.08% | +50+1.4% | Added |
| Broyhill Asset Management | 3,667 | $461.0K | 0.41% | +3,667 | New |
| Centric Wealth Management | 3,676 | $462.1K | 0.12% | −220−5.6% | Reduced |
| Frisch Financial Group, Inc. | 3,692 | $464.0K | 0.14% | −139−3.6% | Reduced |
| Samalin Investment Counsel, LLC | 3,707 | $466.1K | 0.20% | +7+0.2% | Added |
| Shepherd Financial Partners LLC | 3,749 | $471.4K | 0.06% | −330−8.1% | Reduced |
| Missouri Trust & Investment Co | 3,750 | $471.4K | 0.17% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 3,750 | $471.4K | 0.06% | +483+14.8% | Added |
| Richwood Investment Advisors, LLC | 3,753 | $471.8K | 0.39% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,757 | $472.4K | 0.02% | +152+4.2% | Added |
| Jacobi Capital Management LLC | 3,765 | $473.3K | 0.04% | −5−0.1% | Reduced |
| Cooper Financial Group | 3,768 | $473.7K | 0.06% | +407+12.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,772 | $474.0K | 0.14% | −110−2.8% | Reduced |
| Bullock Wealth Management Group | 3,780 | $475.2K | 0.28% | −271−6.7% | Reduced |
| Bolthouse Investments, LLC | 3,785 | $475.9K | 0.44% | +3,785 | New |
| Marino, Stram & Associates LLC | 3,788 | $476.3K | 0.11% | −14−0.4% | Reduced |
| Balboa Wealth Partners | 3,801 | $477.9K | 0.11% | +3,801 | New |
| Cornerstone Wealth Group, LLC | 3,804 | $478.2K | 0.04% | +99+2.7% | Added |
| Cetera Trust Company, N.A | 3,804 | $478.2K | 0.31% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,805 | $478.4K | 0.01% | −300−7.3% | Reduced |
| St Germain D J Co Inc | 3,820 | $480.3K | 0.02% | +1,150+43.1% | Added |
| Tiemann Investment Advisors, LLC | 3,821 | $480.4K | 0.21% | −200−5.0% | Reduced |
| Crews Bank & Trust | 3,822 | $480.5K | 0.08% | +3,822 | New |
| Amplius Wealth Advisors, LLC | 3,853 | $484.4K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,855 | $484.7K | 0.22% | +3,855 | New |
| SOL Capital Management CO | 3,875 | $487.0K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 3,880 | $487.8K | 0.26% | +3,880 | New |
| Quotient Wealth Partners, LLC | 3,897 | $489.9K | 0.02% | +510+15.1% | Added |
| Riverwater Partners LLC | 3,913 | $491.9K | 0.24% | −138−3.4% | Reduced |
| Bank of Nova Scotia Trust Co | 3,914 | $492.1K | 0.05% | −852−17.9% | Reduced |
| Valmark Advisers, Inc. | 3,927 | $493.7K | 0.01% | +1,171+42.5% | Added |
| Empower Advisory Group, LLC | 3,933 | $494.5K | 0.00% | −2,178−35.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,949 | $496.5K | 0.07% | −5−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,965 | $498.5K | 0.13% | +217+5.8% | Added |
| Aprio Wealth Management, LLC | 3,993 | $502.0K | 0.07% | +492+14.1% | Added |
| Ibex Wealth Advisors | 3,999 | $502.8K | 0.06% | +3,999 | New |
| Wright Investors Service Inc | 4,019 | $505.3K | 0.16% | −8,519−67.9% | Reduced |
| Topsail Wealth Management, LLC | 4,028 | $506.4K | 0.11% | +4,028 | New |
| Allen Investment Management LLC | 4,034 | $507.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $507.2K | 0.29% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,063 | $511.0K | 0.21% | −5−0.1% | Reduced |
| Park National Corp | 4,092 | $514.4K | 0.02% | +12+0.3% | Added |
| Moloney Securities Asset Management, LLC | 4,094 | $514.8K | 0.07% | −18−0.4% | Reduced |
| Humankind Investments LLC | 4,101 | $515.6K | 0.13% | −1,076−20.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,101 | $515.7K | 0.06% | −694−14.5% | Reduced |
| Private Capital Management LLC | 4,113 | $517.1K | 0.10% | −832−16.8% | Reduced |
| Alta Advisers Ltd | 4,115 | $517.3K | 0.33% | +515+14.3% | Added |
| Oakworth Capital, Inc. | 4,121 | $518.1K | 0.04% | −62−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 4,124 | $518.4K | 0.07% | −693−14.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $519.6K | 0.30% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,134 | $519.7K | 0.05% | +24+0.6% | Added |
| Millennium Capital Advisors, LLC | 4,135 | $519.9K | 0.35% | 00.0% | Unchanged |
| J2 Capital Management Inc | 4,150 | $521.7K | 0.49% | +4,150 | New |
| Bryce Point Capital, LLC | 4,162 | $523.2K | 0.15% | +4,162 | New |
| Holderness Investments Co | 4,166 | $523.7K | 0.12% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 4,181 | $525.6K | 0.20% | 00.0% | Unchanged |