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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 4,186 | $526.2K | 0.17% | +432+11.5% | Added |
| denkapparat Operations GmbH | 4,188 | $526.5K | 0.78% | +4,188 | New |
| BankPlus Trust Department | 4,197 | $527.6K | 0.17% | +4,197 | New |
| Roundview Capital LLC | 4,198 | $527.8K | 0.04% | +356+9.3% | Added |
| Advyzon Investment Management, LLC | 4,198 | $527.8K | 0.20% | +4,198 | New |
| Payne Capital Management, LLC | 4,201 | $528.1K | 0.23% | +4,201 | New |
| Destination Wealth Management | 4,203 | $528.4K | 0.02% | +171+4.2% | Added |
| Salzhauer Michael | 4,225 | $531.2K | 0.27% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,258 | $535.3K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 4,270 | $536.9K | 0.09% | +13+0.3% | Added |
| Harbor Investment Advisory, LLC | 4,272 | $537.1K | 0.05% | +167+4.1% | Added |
| PUREfi Wealth, LLC | 4,273 | $537.2K | 0.53% | +4,273 | New |
| MCF Advisors LLC | 4,273 | $537.2K | 0.04% | +287+7.2% | Added |
| Larson Financial Group LLC | 4,282 | $538.4K | 0.03% | +365+9.3% | Added |
| Cornerstone Wealth Management, LLC | 4,284 | $538.6K | 0.04% | +60+1.4% | Added |
| Exencial Wealth Advisors, LLC | 4,285 | $538.7K | 0.02% | +196+4.8% | Added |
| Providence First Trust Co | 4,288 | $539.1K | 0.20% | +4,288 | New |
| Flagship Harbor Advisors, LLC | 4,312 | $542.1K | 0.03% | −1,490−25.7% | Reduced |
| Webster Bank, N. A. | 4,323 | $543.5K | 0.06% | +976+29.2% | Added |
| KKM Financial LLC | 4,195 | $547.8K | 0.23% | +1,850+78.9% | Added |
| GFG Capital, LLC | 4,363 | $548.5K | 0.15% | +4,363 | New |
| Apriem Advisors | 4,371 | $549.5K | 0.06% | −480−9.9% | Reduced |
| IPG Investment Advisors LLC | 4,375 | $550.0K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,398 | $552.9K | 0.01% | +1,992+82.8% | Added |
| DGS Capital Management, LLC | 4,408 | $554.2K | 0.14% | +77+1.8% | Added |
| Bay Capital Advisors, LLC | 4,414 | $554.9K | 0.45% | +4,414 | New |
| Morse Asset Management, Inc | 4,424 | $556.2K | 0.13% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,428 | $556.6K | 0.01% | +125+2.9% | Added |
| Angeles Wealth Management, LLC | 4,441 | $558.3K | 0.05% | +763+20.7% | Added |
| Powell Investment Advisors, LLC | 4,460 | $560.7K | 0.26% | +30+0.7% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,483 | $563.7K | 0.21% | +27+0.6% | Added |
| Great Lakes Advisors, LLC | 4,497 | $565.3K | 0.00% | +751+20.0% | Added |
| Catalina Capital Group, LLC | 4,514 | $567.5K | 0.19% | +13+0.3% | Added |
| CNB Bank | 4,514 | $567.5K | 0.26% | −192−4.1% | Reduced |
| West Oak Capital, LLC | 4,515 | $567.6K | 0.20% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,524 | $569.0K | 0.03% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,526 | $569.0K | 0.25% | −2,398−34.6% | Reduced |
| Calton & Associates, Inc. | 4,538 | $570.5K | 0.25% | −34−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 4,541 | $570.9K | 0.02% | −293−6.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,545 | $571.4K | 0.08% | −65−1.4% | Reduced |
| Baron Wealth Management LLC | 4,549 | $571.9K | 0.27% | +10.0% | Added |
| Renaissance Investment Group LLC | 4,550 | $572.0K | 0.12% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 4,559 | $573.2K | 0.43% | −263−5.5% | Reduced |
| Cable Hill Partners, LLC | 4,559 | $573.2K | 0.06% | −20.0% | Reduced |
| Mechanics Bank Trust Department | 4,581 | $575.9K | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 4,585 | $576.4K | 0.05% | +57+1.3% | Added |
| Willner & Heller, LLC | 4,602 | $578.6K | 0.51% | −185−3.9% | Reduced |
| Strategic Financial Concepts, LLC | 4,613 | $580.0K | 0.11% | +4,613 | New |
| Childress Capital Advisors, LLC | 4,614 | $580.0K | 0.16% | −549−10.6% | Reduced |
| Chapin Davis, Inc. | 5,584 | $582.0K | 0.19% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,652 | $584.8K | 0.30% | −70−1.5% | Reduced |
| DT Investment Partners, LLC | 4,672 | $587.4K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 4,685 | $589.0K | 0.07% | +130+2.9% | Added |
| Ellevest, Inc. | 4,724 | $593.9K | 0.03% | +106+2.3% | Added |
| Moors & Cabot, Inc. | 4,727 | $594.2K | 0.03% | +76+1.6% | Added |
| Johnson & White Wealth Management, LLC | 4,783 | $597.0K | 0.36% | +4,783 | New |
| L2 Asset Management, LLC | 4,755 | $597.8K | 0.13% | −197−4.0% | Reduced |
| AdvisorNet Financial, Inc | 4,776 | $600.4K | 0.05% | +875+22.4% | Added |
| Gibbs Wealth Management | 4,781 | $601.1K | 0.16% | +1,013+26.9% | Added |
| Texas Bank & Trust Co | 4,784 | $601.4K | 0.25% | +4,784 | New |
| Investor's Fiduciary Advisor Network, LLC | 4,795 | $602.0K | 0.23% | +4,795 | New |
| Connecticut Wealth Management, LLC | 4,797 | $603.0K | 0.03% | +20.0% | Added |
| Orca Investment Management, LLC | 4,799 | $603.3K | 0.57% | −655−12.0% | Reduced |
| Mach-1 Financial Group, Inc. | 4,804 | $604.0K | 1.09% | −1,062−18.1% | Reduced |
| ASB Consultores, LLC | 4,812 | $605.0K | 0.25% | −132−2.7% | Reduced |
| Arista Wealth Management, LLC | 4,815 | $605.3K | 0.15% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,823 | $606.4K | 0.10% | +1,609+50.1% | Added |
| Register Financial Advisors LLC | 4,844 | $609.0K | 0.31% | −98−2.0% | Reduced |
| Evernest Financial Advisors, LLC | 4,851 | $609.9K | 0.16% | −116−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $611.5K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,877 | $613.0K | 0.04% | +268+5.8% | Added |
| Cypress Capital Group | 4,915 | $617.9K | 0.08% | −2,638−34.9% | Reduced |
| Bank of Hawaii | 4,949 | $622.2K | 0.03% | +625+14.5% | Added |
| Peoples Bank | 4,970 | $624.8K | 0.37% | −379−7.1% | Reduced |
| De Lisle Partners LLP | 5,000 | $628.6K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,000 | $628.6K | 0.16% | +3,600+257.1% | Added |
| Arcataur Capital Management LLC | 5,007 | $629.5K | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,010 | $629.8K | 0.05% | +459+10.1% | Added |
| Addison Advisors LLC | 5,038 | $633.4K | 0.18% | −31−0.6% | Reduced |
| Hexagon Capital Partners LLC | 5,048 | $634.7K | 0.12% | −96−1.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $635.3K | 0.67% | +7+0.1% | Added |
| First Dallas Securities Inc. | 5,062 | $636.0K | 0.26% | −850−14.4% | Reduced |
| Pinnacle Financial Partners Inc | 5,071 | $637.5K | 0.01% | −242−4.6% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $638.9K | 0.04% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,082 | $638.9K | 0.05% | +5,082 | New |
| Northeast Financial Consultants Inc | 5,085 | $639.3K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,087 | $639.7K | 0.01% | −270−5.0% | Reduced |
| BKD Wealth Advisors, LLC | 5,109 | $642.3K | 0.01% | +3+0.1% | Added |
| Fort Sheridan Advisors LLC | 5,142 | $646.5K | 0.09% | +1,401+37.4% | Added |
| Rogco, LP | 5,149 | $647.3K | 0.26% | −6−0.1% | Reduced |
| Anchor Investment Management, LLC | 5,186 | $652.0K | 0.06% | −1,574−23.3% | Reduced |
| Sentry Investment Management LLC | 5,205 | $654.0K | 0.31% | −847−14.0% | Reduced |
| First American Trust, FSB | 5,204 | $654.3K | 0.07% | −655−11.2% | Reduced |
| Integris Wealth Management, LLC | 5,231 | $657.6K | 0.19% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 5,239 | $658.6K | 0.34% | +3,199+156.8% | Added |
| First County Bank | 5,240 | $658.8K | 0.37% | +980+23.0% | Added |
| Coign Capital Advisors LLC | 5,241 | $658.9K | 0.61% | +5,241 | New |
| CWA Asset Management Group, LLC | 5,244 | $659.3K | 0.03% | +346+7.1% | Added |
| Keel Point, LLC | 5,265 | $661.9K | 0.05% | +803+18.0% | Added |
| Legacy Capital Group California, Inc. | 5,303 | $666.7K | 0.20% | −52−1.0% | Reduced |