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 |
|---|---|---|---|---|---|
| Delphi Management Inc | 12,079 | $1.52M | 1.47% | −2,683−18.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,067 | $1.52M | 0.05% | +3,160+35.5% | Added |
| Exchange Traded Concepts, LLC | 12,055 | $1.52M | 0.03% | −93,835−88.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 12,027 | $1.51M | 0.16% | +7,492+165.2% | Added |
| Cigna Investments Inc | 12,001 | $1.51M | 0.27% | −59−0.5% | Reduced |
| Chemung Canal Trust Co | 11,996 | $1.51M | 0.31% | −361−2.9% | Reduced |
| Worth Asset Management, LLC | 11,916 | $1.50M | 0.80% | +11,916 | New |
| Rossmore Private Capital | 11,898 | $1.50M | 0.18% | −70−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 11,878 | $1.49M | 0.01% | +1,027+9.5% | Added |
| Concord Asset Management, LLC | 11,872 | $1.49M | 0.33% | −2,274−16.1% | Reduced |
| Independence Bank of Kentucky | 11,845 | $1.49M | 0.23% | −254−2.1% | Reduced |
| Lee Financial Co | 11,791 | $1.48M | 0.21% | −185−1.5% | Reduced |
| Wedmont Private Capital | 11,972 | $1.48M | 0.08% | +1,249+11.6% | Added |
| Mutual Advisors, LLC | 10,813 | $1.47M | 0.04% | −3,575−24.8% | Reduced |
| Spire Wealth Management | 11,658 | $1.47M | 0.05% | +211+1.8% | Added |
| Parsons Capital Management Inc | 11,654 | $1.47M | 0.08% | +21+0.2% | Added |
| Principle Wealth Partners LLC | 11,627 | $1.46M | 0.10% | −47−0.4% | Reduced |
| Independent Financial Group, LLC | 11,561 | $1.45M | 0.05% | −1,862−13.9% | Reduced |
| Savvy Advisors, Inc. | 11,556 | $1.45M | 0.17% | +7,648+195.7% | Added |
| Simplex Trading, LLC | 11,472 | $1.44M | 0.04% | +11,472 | New |
| Buffington Mohr McNeal | 11,440 | $1.44M | 0.24% | +65+0.6% | Added |
| Ar Asset Management Inc | 11,400 | $1.43M | 0.32% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 11,382 | $1.43M | 0.19% | −10.0% | Reduced |
| Mather Group, LLC. | 11,326 | $1.42M | 0.02% | +285+2.6% | Added |
| Helios Capital Management Pte. Ltd | 11,300 | $1.42M | 0.83% | 00.0% | Unchanged |
| Trust Point Inc. | 11,254 | $1.41M | 0.10% | +142+1.3% | Added |
| Prospera Financial Services Inc | 11,233 | $1.41M | 0.03% | −9,705−46.4% | Reduced |
| Parcion Private Wealth LLC | 11,202 | $1.41M | 0.11% | +150+1.4% | Added |
| Quadcap Wealth Management, LLC | 11,166 | $1.40M | 0.21% | −109−1.0% | Reduced |
| Long Run Wealth Advisors, LLC | 11,143 | $1.40M | 0.34% | −2,136−16.1% | Reduced |
| Venturi Wealth Management, LLC | 11,112 | $1.40M | 0.07% | +711+6.8% | Added |
| Delta Asset Management LLC | 11,102 | $1.40M | 0.12% | −725−6.1% | Reduced |
| GTS Securities LLC | 11,090 | $1.39M | 0.07% | −469−4.1% | Reduced |
| Choate Investment Advisors | 11,029 | $1.39M | 0.03% | +1,128+11.4% | Added |
| Avalon Trust Co | 11,000 | $1.38M | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 10,985 | $1.38M | 0.05% | −8−0.1% | Reduced |
| LVW Advisors, LLC | 10,960 | $1.38M | 0.17% | −1,694−13.4% | Reduced |
| Zullo Investment Group, Inc. | 10,953 | $1.38M | 0.56% | −458−4.0% | Reduced |
| Gibraltar Capital Management, Inc. | 10,835 | $1.36M | 0.60% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10,815 | $1.36M | 0.63% | −20−0.2% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.34M | 0.88% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10,608 | $1.33M | 0.04% | +10,608 | New |
| Cape Ann Savings Bank | 10,602 | $1.33M | 0.78% | −477−4.3% | Reduced |
| First Horizon Advisors, Inc. | 10,596 | $1.33M | 0.04% | −731−6.5% | Reduced |
| Dakota Wealth Management | 10,575 | $1.33M | 0.03% | −704−6.2% | Reduced |
| CFM Wealth Partners LLC | 10,544 | $1.33M | 0.22% | +373+3.7% | Added |
| Financial Engines Advisors L.L.C. | 10,531 | $1.32M | 0.00% | +3,893+58.6% | Added |
| Avidian Wealth Solutions, LLC | 10,370 | $1.30M | 0.06% | +305+3.0% | Added |
| Teza Capital Management LLC | 10,327 | $1.30M | 0.20% | +4,524+78.0% | Added |
| Advanced Portfolio Management, LLC | 9,321 | $1.29M | 1.52% | +9,321 | New |
| Mitchell McLeod Pugh & Williams Inc | 10,256 | $1.29M | 0.27% | −38−0.4% | Reduced |
| Howard Capital Management Inc. | 10,244 | $1.29M | 0.02% | +476+4.9% | Added |
| Symphony Financial, Ltd. Co. | 9,440 | $1.28M | 0.20% | +3,193+51.1% | Added |
| Trustmark National Bank Trust Department | 10,081 | $1.27M | 0.09% | +10,081 | New |
| Premier Path Wealth Partners, LLC | 10,072 | $1.27M | 0.19% | −271−2.6% | Reduced |
| Roberts Capital Advisors, LLC | 10,061 | $1.26M | 1.06% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.26M | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,981 | $1.25M | 0.02% | −377−3.6% | Reduced |
| FourThought Financial Partners, LLC | 9,949 | $1.25M | 0.13% | +9,949 | New |
| Fort Point Capital Partners LLC | 9,911 | $1.25M | 0.14% | +40.0% | Added |
| Verity & Verity, LLC | 9,879 | $1.24M | 0.11% | +9,879 | New |
| Y-Intercept (Hong Kong) Ltd | 9,877 | $1.24M | 0.08% | +6,163+165.9% | Added |
| BluePath Capital Management, LLC | 9,952 | $1.23M | 0.67% | +1,352+15.7% | Added |
| Modera Wealth Management, LLC | 9,788 | $1.23M | 0.01% | +480+5.2% | Added |
| Buckley Wealth Management, LLC | 9,785 | $1.23M | 0.38% | +96+1.0% | Added |
| Diversify Advisory Services, LLC | 9,918 | $1.22M | 0.07% | −559−5.3% | Reduced |
| KLCM Advisors, Inc. | 9,733 | $1.22M | 0.14% | +915+10.4% | Added |
| Beese Fulmer Investment Management, Inc. | 9,708 | $1.22M | 0.10% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 9,693 | $1.22M | 0.63% | −535−5.2% | Reduced |
| Lakeview Capital Partners, LLC | 9,692 | $1.22M | 0.27% | −4,382−31.1% | Reduced |
| Zacks Investment Management | 9,662 | $1.21M | 0.01% | +3,089+47.0% | Added |
| Legacy Bridge, LLC | 9,658 | $1.21M | 0.63% | 00.0% | Unchanged |
| Quilter Plc | 9,595 | $1.21M | 0.02% | +3,580+59.5% | Added |
| NCM Capital Management, LLC | 9,589 | $1.21M | 0.54% | 00.0% | Unchanged |
| Investors Research Corp | 9,550 | $1.20M | 0.26% | −400−4.0% | Reduced |
| Gallagher Capital Advisors, LLC | 9,505 | $1.20M | 0.87% | +9,505 | New |
| USA Financial Portformulas Corp | 9,504 | $1.19M | 0.19% | +9,504 | New |
| Gladius Capital Management LP | 9,482 | $1.19M | 0.69% | +9,482 | New |
| Triangle Securities Wealth Management | 9,442 | $1.19M | 0.30% | −581−5.8% | Reduced |
| Atlas Legacy Advisors, LLC | 9,405 | $1.18M | 0.29% | +9,405 | New |
| Moment Partners, LLC | 9,367 | $1.18M | 0.22% | +9,367 | New |
| W Advisors, LLC | 9,363 | $1.18M | 0.73% | +15+0.2% | Added |
| Sienna Gestion | 9,346 | $1.17M | 0.08% | 00.0% | Unchanged |
| Syon Capital LLC | 9,306 | $1.17M | 0.11% | +3,470+59.5% | Added |
| Carmel Capital Partners, LLC | 9,281 | $1.17M | 0.47% | +33+0.4% | Added |
| Texas Capital Bancshares Inc | 9,214 | $1.16M | 0.47% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,175 | $1.15M | 0.08% | +4,596+100.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,143 | $1.15M | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,100 | $1.14M | 0.12% | +1,289+16.5% | Added |
| Rockland Trust Co | 9,060 | $1.14M | 0.06% | −665−6.8% | Reduced |
| Longfellow Investment Management Co LLC | 9,059 | $1.14M | 0.29% | −2,886−24.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,013 | $1.13M | 0.55% | −91−1.0% | Reduced |
| First Citizens Financial Corp | 8,999 | $1.13M | 0.61% | −320−3.4% | Reduced |
| Old National Bancorp | 8,972 | $1.13M | 0.03% | −846−8.6% | Reduced |
| Farther Finance Advisors, LLC | 8,923 | $1.12M | 0.04% | −4,726−34.6% | Reduced |
| bLong Financial, LLC | 8,871 | $1.12M | 0.92% | +8,871 | New |
| Gsa Capital Partners LLP | 8,852 | $1.11M | 0.08% | +3,928+79.8% | Added |
| Pennsylvania Capital Management Inc | 8,818 | $1.11M | 0.38% | +26+0.3% | Added |
| Centaurus Financial, Inc. | 8,815 | $1.11M | 0.07% | −373−4.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,802 | $1.11M | 0.04% | +395+4.7% | Added |