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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 6,890 | $866.2K | 0.15% | −1,110−13.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,874 | $864.2K | 0.21% | +3,232+88.7% | Added |
| Sage Mountain Advisors LLC | 6,841 | $860.1K | 0.06% | +689+11.2% | Added |
| Triad Wealth Partners, LLC | 6,821 | $857.5K | 0.31% | +6,821 | New |
| Hills Bank & Trust Co | 6,798 | $854.6K | 0.06% | −45−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,768 | $850.9K | 0.01% | −73−1.1% | Reduced |
| Affinity Investment Advisors, LLC | 6,762 | $850.1K | 0.71% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,751 | $849.0K | 0.07% | −12,843−65.5% | Reduced |
| Johnson Investment Counsel Inc | 6,739 | $847.2K | 0.01% | +1,463+27.7% | Added |
| Meridian Investment Counsel Inc. | 6,735 | $846.7K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,735 | $846.7K | 0.16% | +90+1.4% | Added |
| Canton Hathaway, LLC | 6,725 | $845.0K | 0.21% | 00.0% | Unchanged |
| Robotti Robert | 6,715 | $844.2K | 0.15% | −500−6.9% | Reduced |
| Gryphon Financial Partners LLC | 6,670 | $838.5K | 0.12% | −325−4.6% | Reduced |
| IHT Wealth Management, LLC | 6,662 | $837.5K | 0.03% | −2,115−24.1% | Reduced |
| Claro Advisors LLC | 6,647 | $835.7K | 0.11% | −1,347−16.9% | Reduced |
| Raleigh Capital Management Inc. | 6,646 | $835.5K | 0.32% | −1,416−17.6% | Reduced |
| Empire Financial Management Company, LLC | 6,629 | $833.4K | 0.26% | −33−0.5% | Reduced |
| Wharton Business Group, LLC | 6,624 | $833.0K | 0.04% | −25−0.4% | Reduced |
| Private Trust Co NA | 6,624 | $832.8K | 0.09% | −852−11.4% | Reduced |
| Sunbelt Securities, Inc. | 6,617 | $832.1K | 0.07% | −592−8.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $831.8K | 0.16% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,616 | $831.8K | 0.07% | +153+2.4% | Added |
| Harbor Advisors LLC | 6,608 | $830.8K | 0.13% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6,605 | $830.4K | 0.01% | +2,761+71.8% | Added |
| Fortitude Advisory Group L.L.C. | 6,602 | $830.0K | 0.50% | +41+0.6% | Added |
| Wedbush Securities Inc | 6,603 | $830.0K | 0.03% | +3,263+97.7% | Added |
| Visionary Wealth Advisors | 6,597 | $829.4K | 0.05% | +68+1.0% | Added |
| BSW Wealth Partners | 6,591 | $828.7K | 0.12% | +1,103+20.1% | Added |
| Evexia Wealth LLC | 5,918 | $828.4K | 0.28% | −875−12.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,563 | $825.0K | 0.12% | +3,962+152.3% | Added |
| Clifford Group, LLC | 6,551 | $823.6K | 0.63% | −101−1.5% | Reduced |
| Legacy Advisors, LLC | 6,518 | $819.4K | 0.08% | +779+13.6% | Added |
| Strategic Blueprint, LLC | 6,516 | $819.2K | 0.05% | −432−6.2% | Reduced |
| Kesler, Norman & Wride, LLC | 6,507 | $818.1K | 0.18% | −65−1.0% | Reduced |
| XTX Topco Ltd | 6,445 | $810.3K | 0.07% | +6,445 | New |
| Arkadios Wealth Advisors | 6,433 | $808.8K | 0.04% | −608−8.6% | Reduced |
| Grove Bank & Trust | 6,386 | $802.8K | 0.11% | +398+6.6% | Added |
| Somerville Kurt F | 6,375 | $801.5K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,358 | $799.3K | 0.13% | +379+6.3% | Added |
| Western Wealth Management, LLC | 6,340 | $797.1K | 0.04% | +178+2.9% | Added |
| Hamilton Capital, LLC | 6,324 | $795.1K | 0.06% | −3,385−34.9% | Reduced |
| Bank of New Hampshire | 6,313 | $793.7K | 0.20% | +93+1.5% | Added |
| CFS Investment Advisory Services, LLC | 6,284 | $790.0K | 0.07% | −76−1.2% | Reduced |
| Twin Capital Management Inc | 6,257 | $786.6K | 0.09% | +6,257 | New |
| Chicago Wealth Management, Inc. | 6,243 | $784.9K | 0.41% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,239 | $784.4K | 0.02% | −377−5.7% | Reduced |
| Welch & Forbes LLC | 6,229 | $783.1K | 0.01% | −100−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $779.5K | 0.18% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 6,200 | $779.4K | 0.41% | +6,200 | New |
| Truvestments Capital LLC | 6,184 | $777.4K | 0.20% | +1,738+39.1% | Added |
| Pacitti Group Inc. | 6,182 | $777.2K | 0.37% | +164+2.7% | Added |
| Resonant Capital Advisors, LLC | 6,162 | $774.7K | 0.06% | +216+3.6% | Added |
| Personal Cfo Solutions, LLC | 6,160 | $774.4K | 0.15% | −134−2.1% | Reduced |
| Belpointe Asset Management LLC | 7,470 | $774.0K | 0.05% | +783+11.7% | Added |
| Lindbrook Capital, LLC | 6,156 | $773.9K | 0.07% | +73+1.2% | Added |
| Kovack Advisors, Inc. | 6,081 | $764.5K | 0.08% | +2,609+75.1% | Added |
| Wolverine Trading, LLC | 6,073 | $763.7K | 0.02% | +3,873+176.0% | Added |
| Gladstone Institutional Advisory LLC | 6,020 | $756.8K | 0.04% | −94−1.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 6,017 | $756.5K | 0.19% | −50−0.8% | Reduced |
| Parkside Investments, LLC | 6,000 | $754.3K | 0.11% | −6,000−50.0% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $754.3K | 0.13% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 6,074 | $749.8K | 0.06% | +183+3.1% | Added |
| Sippican Capital Advisors | 5,950 | $748.0K | 0.55% | −100−1.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,924 | $744.7K | 0.03% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,900 | $741.7K | 0.12% | −2,800−32.2% | Reduced |
| Goldstone Financial Group, LLC | 5,896 | $741.2K | 0.12% | +1,232+26.4% | Added |
| Ramirez Asset Management, Inc. | 5,890 | $740.5K | 0.15% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 5,859 | $736.6K | 0.15% | +5,859 | New |
| Caas Capital Management LP | 5,850 | $735.5K | 0.61% | +5,850 | New |
| Berger Financial Group, Inc | 5,846 | $735.0K | 0.05% | +11+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 5,827 | $733.0K | 0.00% | −47,449−89.1% | Reduced |
| Shufro Rose & Co LLC | 5,830 | $732.9K | 0.06% | −390−6.3% | Reduced |
| US Asset Management LLC | 5,812 | $731.0K | 0.66% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 5,803 | $729.6K | 0.02% | −507−8.0% | Reduced |
| Strait & Sound Wealth Management LLC | 5,802 | $729.4K | 0.34% | +192+3.4% | Added |
| Essex Financial Services, Inc. | 5,795 | $728.6K | 0.05% | −5−0.1% | Reduced |
| Chase Investment Counsel Corp | 5,778 | $726.0K | 0.23% | −25−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,762 | $724.4K | 0.06% | +5,762 | New |
| Yardley Wealth Management LLC | 6,304 | $724.0K | 0.35% | +6,304 | New |
| Robertson Stephens Wealth Management, LLC | 5,758 | $723.9K | 0.03% | +124+2.2% | Added |
| Fielder Capital Group LLC | 5,751 | $723.0K | 0.23% | −802−12.2% | Reduced |
| LM Advisors LLC | 5,721 | $719.0K | 0.13% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,708 | $717.6K | 0.16% | −26−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,689 | $715.2K | 0.06% | −20−0.4% | Reduced |
| Washburn Capital Management, Inc. | 5,686 | $715.0K | 0.44% | +6+0.1% | Added |
| Wealth Effects LLC | 5,675 | $713.5K | 0.25% | −25−0.4% | Reduced |
| PDS Planning, Inc | 5,650 | $710.3K | 0.06% | −63−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,184 | $709.4K | 0.06% | −720−12.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,635 | $708.4K | 0.28% | −210−3.6% | Reduced |
| Credit Industriel Et Commercial | 5,630 | $707.8K | 0.19% | +5,630 | New |
| Marcum Wealth, LLC | 5,600 | $704.0K | 0.06% | +343+6.5% | Added |
| Barlow Wealth Partners, Inc. | 5,382 | $702.6K | 0.09% | −400−6.9% | Reduced |
| Curbstone Financial Management Corp | 5,576 | $701.0K | 0.15% | −200−3.5% | Reduced |
| Tributary Capital Management, LLC | 5,545 | $697.1K | 0.05% | −305−5.2% | Reduced |
| Vivaldi Capital Management, LLC | 5,096 | $696.4K | 0.11% | +90+1.8% | Added |
| HBK Sorce Advisory LLC | 5,536 | $696.0K | 0.02% | +487+9.6% | Added |
| Rehmann Capital Advisory Group | 5,522 | $694.3K | 0.04% | +616+12.6% | Added |
| First Foundation Advisors | 5,512 | $692.9K | 0.03% | −1,226−18.2% | Reduced |
| Financial Advisors, LLC | 5,476 | $688.5K | 0.13% | 00.0% | Unchanged |