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
- 2,117
- +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
- 791 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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 8,771 | $1.10M | 0.04% | −173−1.9% | Reduced |
| Aaron Wealth Advisors | 8,761 | $1.10M | 0.13% | +578+7.1% | Added |
| Kingswood Wealth Advisors, LLC | 8,750 | $1.10M | 0.08% | −5,508−38.6% | Reduced |
| Maven Securities LTD | 8,737 | $1.10M | 0.18% | +4,180+91.7% | Added |
| Private Portfolio Partners LLC | 8,712 | $1.10M | 0.20% | +46+0.5% | Added |
| Eastern Bank | 8,705 | $1.09M | 0.02% | −513−5.6% | Reduced |
| Stratos Wealth Advisors, LLC | 8,704 | $1.09M | 0.05% | −1,922−18.1% | Reduced |
| LSV Asset Management | 8,648 | $1.09M | 0.00% | +48+0.6% | Added |
| Bank of Jackson Hole Trust | 8,576 | $1.08M | 0.72% | +8,576 | New |
| Meiji Yasuda Life Insurance Co | 8,560 | $1.08M | 0.02% | +110+1.3% | Added |
| Portside Wealth Group, LLC | 8,555 | $1.08M | 0.18% | +513+6.4% | Added |
| Capstone Investment Advisors, LLC | 8,552 | $1.08M | 0.01% | −18,262−68.1% | Reduced |
| BNP Paribas | 8,548 | $1.07M | 0.04% | +5,093+147.4% | Added |
| E&G Advisors, LP | 8,710 | $1.07M | 0.29% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8,460 | $1.06M | 0.47% | −280−3.2% | Reduced |
| Proficio Capital Partners LLC | 8,393 | $1.06M | 0.09% | +4,372+108.7% | Added |
| Autumn Glory Partners, LLC | 8,377 | $1.05M | 0.52% | −4,535−35.1% | Reduced |
| Asset Dedication, LLC | 8,366 | $1.05M | 0.08% | −106−1.3% | Reduced |
| Good Life Advisors, LLC | 8,356 | $1.05M | 0.08% | −1,157−12.2% | Reduced |
| Terry L. Blaker | 8,327 | $1.05M | 0.04% | +66+0.8% | Added |
| Herold Advisors, Inc. | 8,321 | $1.05M | 0.23% | +468+6.0% | Added |
| GAM Holding AG | 8,321 | $1.05M | 0.08% | +8,321 | New |
| Berkshire Bank | 8,308 | $1.04M | 0.24% | +1,241+17.6% | Added |
| Financial Management Professionals, Inc. | 8,259 | $1.04M | 0.13% | +673+8.9% | Added |
| Sage Rhino Capital LLC | 8,237 | $1.04M | 0.23% | −194−2.3% | Reduced |
| Boston Financial Mangement LLC | 8,203 | $1.03M | 0.03% | +3,315+67.8% | Added |
| Icon Wealth Advisors, LLC | 8,199 | $1.03M | 0.08% | −226−2.7% | Reduced |
| Myriad Asset Management US LP | 8,194 | $1.03M | 0.69% | +8,194 | New |
| Net Worth Advisory Group | 8,191 | $1.03M | 0.31% | +57+0.7% | Added |
| TRUE Private Wealth Advisors | 8,181 | $1.03M | 0.12% | −86−1.0% | Reduced |
| Csenge Advisory Group | 8,130 | $1.02M | 0.06% | −79−1.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,129 | $1.02M | 0.08% | +50+0.6% | Added |
| Chicago Partners Investment Group LLC | 7,979 | $1.02M | 0.03% | +1,044+15.1% | Added |
| South Plains Financial, Inc. | 8,082 | $1.02M | 0.78% | +8,082 | New |
| Paladin Wealth, LLC | 8,059 | $1.01M | 0.88% | −379−4.5% | Reduced |
| KPP Advisory Services LLC | 8,032 | $1.01M | 0.24% | +263+3.4% | Added |
| Patton Albertson Miller Group, LLC | 8,023 | $1.01M | 0.13% | +60+0.8% | Added |
| Rothschild Investment LLC | 7,970 | $1.00M | 0.07% | +95+1.2% | Added |
| Advisors Capital Management, LLC | 7,969 | $1.00M | 0.02% | +1,358+20.5% | Added |
| TigerOak Management, L.L.C. | 7,942 | $998.5K | 0.37% | +7,942 | New |
| Hartford Funds Management Co LLC | 7,869 | $989.3K | 0.09% | −5,233−39.9% | Reduced |
| Cidel Asset Management Inc | 7,828 | $984.1K | 0.07% | −327−4.0% | Reduced |
| Corsair Capital Management, L.P. | 7,814 | $982.4K | 0.21% | −189−2.4% | Reduced |
| Mechanics Financial Corp | 7,788 | $979.1K | 0.44% | −35−0.4% | Reduced |
| Cim Investment Mangement Inc | 7,779 | $978.0K | 0.29% | −10−0.1% | Reduced |
| Brookstone Capital Management | 7,754 | $974.9K | 0.01% | +726+10.3% | Added |
| Shulman DeMeo Asset Management LLC | 7,726 | $971.3K | 0.26% | +11+0.1% | Added |
| IFP Advisors, Inc | 7,723 | $970.9K | 0.03% | −1,038−11.8% | Reduced |
| Charles Schwab Trust Co | 7,723 | $970.9K | 0.08% | +472+6.5% | Added |
| Cookson Peirce & Co Inc | 7,719 | $970.4K | 0.04% | +926+13.6% | Added |
| Adviser Investments LLC | 7,705 | $968.6K | 0.01% | +2,272+41.8% | Added |
| Bull Street Advisors, LLC | 7,679 | $965.0K | 0.47% | −50−0.6% | Reduced |
| Waldron Private Wealth LLC | 7,669 | $964.1K | 0.04% | +210+2.8% | Added |
| Resurgent Financial Advisors LLC | 7,654 | $962.3K | 0.57% | −187−2.4% | Reduced |
| Bank of Stockton | 7,619 | $957.9K | 0.29% | +59+0.8% | Added |
| David Loasby | 7,758 | $957.7K | 0.09% | +164+2.2% | Added |
| CX Institutional | 7,604 | $956.0K | 0.04% | +465+6.5% | Added |
| Impact Capital Partners LLC | 7,585 | $953.6K | 0.34% | +7,585 | New |
| Genesee Capital Advisors, LLC | 7,583 | $953.3K | 0.44% | −178−2.3% | Reduced |
| Breakwater Capital Group | 7,570 | $951.7K | 0.19% | −52−0.7% | Reduced |
| Perpetual Ltd | 7,552 | $949.4K | 0.01% | −300−3.8% | Reduced |
| Westover Capital Advisors, LLC | 7,530 | $946.7K | 0.21% | −103−1.3% | Reduced |
| Independent Investors Inc | 7,483 | $940.8K | 0.19% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,482 | $940.7K | 0.03% | +3,809+103.7% | Added |
| Wealth Alliance | 7,431 | $934.2K | 0.11% | −1,256−14.5% | Reduced |
| Flow Traders U.S. LLC | 7,383 | $928.0K | 0.04% | +7,383 | New |
| Everhart Financial Group, Inc. | 7,374 | $927.1K | 0.19% | +2,169+41.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $926.4K | 0.10% | −824−10.1% | Reduced |
| Operose Advisors LLC | 7,357 | $925.0K | 0.32% | −531−6.7% | Reduced |
| Amica Retiree Medical Trust | 7,322 | $921.0K | 0.87% | −1,189−14.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,311 | $919.1K | 0.02% | +114+1.6% | Added |
| Ci Investments Inc. | 7,266 | $913.0K | 0.00% | −64,629−89.9% | Reduced |
| HM Payson & Co | 7,257 | $912.4K | 0.02% | −53−0.7% | Reduced |
| Shelton Capital Management | 7,244 | $910.7K | 0.02% | −3,132−30.2% | Reduced |
| LexAurum Advisors, LLC | 7,239 | $910.1K | 0.18% | +572+8.6% | Added |
| Mindset Wealth Management, LLC | 7,238 | $910.0K | 0.33% | −512−6.6% | Reduced |
| CVA Family Office, LLC | 7,237 | $909.8K | 0.14% | +4,643+179.0% | Added |
| Transatlantique Private Wealth LLC | 7,220 | $907.7K | 0.34% | −156−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 7,217 | $907.3K | 0.13% | −172−2.3% | Reduced |
| LGT Fund Management Co Ltd. | 7,214 | $906.9K | 0.08% | −933−11.5% | Reduced |
| North Star Investment Management Corp. | 7,204 | $905.7K | 0.06% | −12−0.2% | Reduced |
| Intrua Financial, LLC | 7,187 | $903.6K | 0.15% | −698−8.9% | Reduced |
| Hancock Whitney Corp | 7,123 | $895.5K | 0.03% | +2,725+62.0% | Added |
| Argus Investors' Counsel, Inc. | 7,100 | $892.6K | 0.60% | −2,300−24.5% | Reduced |
| CBOE Vest Financial, LLC | 7,100 | $892.6K | 0.02% | +1,259+21.6% | Added |
| Clarendon Private LLC | 7,098 | $892.4K | 0.93% | +7,098 | New |
| Eads & Heald Wealth Management | 7,085 | $891.0K | 0.44% | +322+4.8% | Added |
| TriaGen Wealth Management LLC | 7,068 | $888.6K | 0.30% | 00.0% | Unchanged |
| Graypoint LLC | 7,057 | $887.2K | 0.05% | +424+6.4% | Added |
| Main Street Financial Solutions, LLC | 7,053 | $886.7K | 0.09% | +3,143+80.4% | Added |
| Mission Wealth Management, LP | 7,007 | $881.0K | 0.02% | −1,024−12.8% | Reduced |
| Oddo BHF Asset Management SAS | 7,000 | $880.0K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 6,990 | $879.0K | 0.17% | +419+6.4% | Added |
| Davis R M Inc | 6,977 | $877.2K | 0.02% | +993+16.6% | Added |
| Mount Yale Investment Advisors, LLC | 6,969 | $876.2K | 0.07% | −2,828−28.9% | Reduced |
| Great Valley Advisor Group, Inc. | 6,966 | $875.5K | 0.02% | −210−2.9% | Reduced |
| Beacon Financial Group | 6,951 | $873.9K | 0.09% | −134−1.9% | Reduced |
| SageView Advisory Group, LLC | 6,935 | $872.0K | 0.04% | +361+5.5% | Added |
| IFG Advisors, LLC | 6,932 | $871.5K | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,926 | $871.0K | 0.04% | +4,820+228.9% | Added |