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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 5,462 | $686.7K | 0.01% | −40−0.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 5,462 | $686.7K | 0.05% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 5,447 | $684.8K | 0.27% | −36−0.7% | Reduced |
| Heritage Wealth Advisors | 5,432 | $682.9K | 0.03% | +15+0.3% | Added |
| Evergreen Capital Management LLC | 5,429 | $682.5K | 0.02% | +659+13.8% | Added |
| SlateStone Wealth, LLC | 5,422 | $682.0K | 0.07% | +210+4.0% | Added |
| Arbor Investment Advisors, LLC | 5,423 | $681.7K | 0.10% | −1,067−16.4% | Reduced |
| Adirondack Trust Co | 5,421 | $681.5K | 0.26% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,412 | $680.4K | 0.15% | +489+9.9% | Added |
| Canopy Partners, LLC | 5,409 | $680.0K | 0.26% | +15+0.3% | Added |
| 1832 Asset Management L.P. | 5,408 | $679.9K | 0.00% | −1,350−20.0% | Reduced |
| Pinnacle Bancorp, Inc. | 5,402 | $679.1K | 0.22% | −88−1.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,385 | $677.0K | 0.07% | −1,339−19.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,344 | $671.9K | 0.09% | −121−2.2% | Reduced |
| Bahl & Gaynor Inc | 5,340 | $671.3K | 0.00% | −60−1.1% | Reduced |
| Northern Financial Advisors Inc | 5,338 | $671.1K | 0.54% | −68−1.3% | Reduced |
| Bell Bank | 5,327 | $669.7K | 0.05% | +409+8.3% | Added |
| Copley Financial Group, Inc. | 5,313 | $668.0K | 0.51% | −836−13.6% | Reduced |
| Legacy Capital Group California, Inc. | 5,303 | $666.7K | 0.20% | −52−1.0% | Reduced |
| Keel Point, LLC | 5,265 | $661.9K | 0.05% | +803+18.0% | Added |
| CWA Asset Management Group, LLC | 5,244 | $659.3K | 0.03% | +346+7.1% | Added |
| Coign Capital Advisors LLC | 5,241 | $658.9K | 0.61% | +5,241 | New |
| First County Bank | 5,240 | $658.8K | 0.37% | +980+23.0% | Added |
| Breed's Hill Capital LLC | 5,239 | $658.6K | 0.34% | +3,199+156.8% | Added |
| Integris Wealth Management, LLC | 5,231 | $657.6K | 0.19% | 00.0% | Unchanged |
| First American Trust, FSB | 5,204 | $654.3K | 0.07% | −655−11.2% | Reduced |
| Sentry Investment Management LLC | 5,205 | $654.0K | 0.31% | −847−14.0% | Reduced |
| Anchor Investment Management, LLC | 5,186 | $652.0K | 0.06% | −1,574−23.3% | Reduced |
| Rogco, LP | 5,149 | $647.3K | 0.26% | −6−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 5,142 | $646.5K | 0.09% | +1,401+37.4% | Added |
| BKD Wealth Advisors, LLC | 5,109 | $642.3K | 0.01% | +3+0.1% | Added |
| Buckingham Strategic Partners | 5,087 | $639.7K | 0.01% | −270−5.0% | Reduced |
| Northeast Financial Consultants Inc | 5,085 | $639.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| Pinnacle Financial Partners Inc | 5,071 | $637.5K | 0.01% | −242−4.6% | Reduced |
| First Dallas Securities Inc. | 5,062 | $636.0K | 0.26% | −850−14.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $635.3K | 0.67% | +7+0.1% | Added |
| Hexagon Capital Partners LLC | 5,048 | $634.7K | 0.12% | −96−1.9% | Reduced |
| Addison Advisors LLC | 5,038 | $633.4K | 0.18% | −31−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,010 | $629.8K | 0.05% | +459+10.1% | Added |
| Arcataur Capital Management LLC | 5,007 | $629.5K | 0.21% | 00.0% | Unchanged |
| 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 |
| Peoples Bank | 4,970 | $624.8K | 0.37% | −379−7.1% | Reduced |
| Bank of Hawaii | 4,949 | $622.2K | 0.03% | +625+14.5% | Added |
| Cypress Capital Group | 4,915 | $617.9K | 0.08% | −2,638−34.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,877 | $613.0K | 0.04% | +268+5.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $611.5K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,851 | $609.9K | 0.16% | −116−2.3% | Reduced |
| Register Financial Advisors LLC | 4,844 | $609.0K | 0.31% | −98−2.0% | Reduced |
| Blueprint Investment Partners LLC | 4,823 | $606.4K | 0.10% | +1,609+50.1% | Added |
| Arista Wealth Management, LLC | 4,815 | $605.3K | 0.15% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,812 | $605.0K | 0.25% | −132−2.7% | Reduced |
| Mach-1 Financial Group, Inc. | 4,804 | $604.0K | 1.09% | −1,062−18.1% | Reduced |
| Orca Investment Management, LLC | 4,799 | $603.3K | 0.57% | −655−12.0% | Reduced |
| Connecticut Wealth Management, LLC | 4,797 | $603.0K | 0.03% | +20.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,795 | $602.0K | 0.23% | +4,795 | New |
| Texas Bank & Trust Co | 4,784 | $601.4K | 0.25% | +4,784 | New |
| Gibbs Wealth Management | 4,781 | $601.1K | 0.16% | +1,013+26.9% | Added |
| AdvisorNet Financial, Inc | 4,776 | $600.4K | 0.05% | +875+22.4% | Added |
| L2 Asset Management, LLC | 4,755 | $597.8K | 0.13% | −197−4.0% | Reduced |
| Johnson & White Wealth Management, LLC | 4,783 | $597.0K | 0.36% | +4,783 | New |
| Moors & Cabot, Inc. | 4,727 | $594.2K | 0.03% | +76+1.6% | Added |
| Ellevest, Inc. | 4,724 | $593.9K | 0.03% | +106+2.3% | Added |
| Forte Capital LLC | 4,685 | $589.0K | 0.07% | +130+2.9% | Added |
| DT Investment Partners, LLC | 4,672 | $587.4K | 0.05% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,652 | $584.8K | 0.30% | −70−1.5% | Reduced |
| Chapin Davis, Inc. | 5,584 | $582.0K | 0.19% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,614 | $580.0K | 0.16% | −549−10.6% | Reduced |
| Strategic Financial Concepts, LLC | 4,613 | $580.0K | 0.11% | +4,613 | New |
| Willner & Heller, LLC | 4,602 | $578.6K | 0.51% | −185−3.9% | Reduced |
| Ledyard National Bank | 4,585 | $576.4K | 0.05% | +57+1.3% | Added |
| Mechanics Bank Trust Department | 4,581 | $575.9K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,559 | $573.2K | 0.06% | −20.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,559 | $573.2K | 0.43% | −263−5.5% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $572.0K | 0.12% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,549 | $571.9K | 0.27% | +10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 4,545 | $571.4K | 0.08% | −65−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 4,541 | $570.9K | 0.02% | −293−6.1% | Reduced |
| Calton & Associates, Inc. | 4,538 | $570.5K | 0.25% | −34−0.7% | Reduced |
| Beta Wealth Group, Inc. | 4,526 | $569.0K | 0.25% | −2,398−34.6% | Reduced |
| Smithfield Trust Co | 4,524 | $569.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,515 | $567.6K | 0.20% | 00.0% | Unchanged |
| CNB Bank | 4,514 | $567.5K | 0.26% | −192−4.1% | Reduced |
| Catalina Capital Group, LLC | 4,514 | $567.5K | 0.19% | +13+0.3% | Added |
| Great Lakes Advisors, LLC | 4,497 | $565.3K | 0.00% | +751+20.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,483 | $563.7K | 0.21% | +27+0.6% | Added |
| Powell Investment Advisors, LLC | 4,460 | $560.7K | 0.26% | +30+0.7% | Added |
| Angeles Wealth Management, LLC | 4,441 | $558.3K | 0.05% | +763+20.7% | Added |
| Green Harvest Asset Management LLC | 4,428 | $556.6K | 0.01% | +125+2.9% | Added |
| Morse Asset Management, Inc | 4,424 | $556.2K | 0.13% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,414 | $554.9K | 0.45% | +4,414 | New |
| DGS Capital Management, LLC | 4,408 | $554.2K | 0.14% | +77+1.8% | Added |
| ICONIQ Capital, LLC | 4,398 | $552.9K | 0.01% | +1,992+82.8% | Added |
| IPG Investment Advisors LLC | 4,375 | $550.0K | 0.13% | 00.0% | Unchanged |
| Apriem Advisors | 4,371 | $549.5K | 0.06% | −480−9.9% | Reduced |
| GFG Capital, LLC | 4,363 | $548.5K | 0.15% | +4,363 | New |
| KKM Financial LLC | 4,195 | $547.8K | 0.23% | +1,850+78.9% | Added |
| Webster Bank, N. A. | 4,323 | $543.5K | 0.06% | +976+29.2% | Added |