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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 4,312 | $542.1K | 0.03% | −1,490−25.7% | Reduced |
| Providence First Trust Co | 4,288 | $539.1K | 0.20% | +4,288 | New |
| Exencial Wealth Advisors, LLC | 4,285 | $538.7K | 0.02% | +196+4.8% | Added |
| Cornerstone Wealth Management, LLC | 4,284 | $538.6K | 0.04% | +60+1.4% | Added |
| Larson Financial Group LLC | 4,282 | $538.4K | 0.03% | +365+9.3% | Added |
| MCF Advisors LLC | 4,273 | $537.2K | 0.04% | +287+7.2% | Added |
| PUREfi Wealth, LLC | 4,273 | $537.2K | 0.53% | +4,273 | New |
| Harbor Investment Advisory, LLC | 4,272 | $537.1K | 0.05% | +167+4.1% | Added |
| Hudock, Inc. | 4,270 | $536.9K | 0.09% | +13+0.3% | Added |
| Knollwood Investment Advisory, LLC | 4,258 | $535.3K | 0.06% | 00.0% | Unchanged |
| Salzhauer Michael | 4,225 | $531.2K | 0.27% | 00.0% | Unchanged |
| Destination Wealth Management | 4,203 | $528.4K | 0.02% | +171+4.2% | Added |
| Payne Capital Management, LLC | 4,201 | $528.1K | 0.23% | +4,201 | 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 |
| BankPlus Trust Department | 4,197 | $527.6K | 0.17% | +4,197 | New |
| denkapparat Operations GmbH | 4,188 | $526.5K | 0.78% | +4,188 | New |
| Measured Wealth Private Client Group, LLC | 4,186 | $526.2K | 0.17% | +432+11.5% | Added |
| Fortem Financial Group, LLC | 4,181 | $525.6K | 0.20% | 00.0% | Unchanged |
| Holderness Investments Co | 4,166 | $523.7K | 0.12% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 4,162 | $523.2K | 0.15% | +4,162 | New |
| J2 Capital Management Inc | 4,150 | $521.7K | 0.49% | +4,150 | New |
| Millennium Capital Advisors, LLC | 4,135 | $519.9K | 0.35% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,134 | $519.7K | 0.05% | +24+0.6% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $519.6K | 0.30% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,124 | $518.4K | 0.07% | −693−14.4% | Reduced |
| Oakworth Capital, Inc. | 4,121 | $518.1K | 0.04% | −62−1.5% | Reduced |
| Alta Advisers Ltd | 4,115 | $517.3K | 0.33% | +515+14.3% | Added |
| Private Capital Management LLC | 4,113 | $517.1K | 0.10% | −832−16.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,101 | $515.7K | 0.06% | −694−14.5% | Reduced |
| Humankind Investments LLC | 4,101 | $515.6K | 0.13% | −1,076−20.8% | Reduced |
| Moloney Securities Asset Management, LLC | 4,094 | $514.8K | 0.07% | −18−0.4% | Reduced |
| Park National Corp | 4,092 | $514.4K | 0.02% | +12+0.3% | Added |
| X-Square Capital, LLC | 4,063 | $511.0K | 0.21% | −5−0.1% | Reduced |
| Allen Investment Management LLC | 4,034 | $507.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $507.2K | 0.29% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4,028 | $506.4K | 0.11% | +4,028 | New |
| Wright Investors Service Inc | 4,019 | $505.3K | 0.16% | −8,519−67.9% | Reduced |
| Ibex Wealth Advisors | 3,999 | $502.8K | 0.06% | +3,999 | New |
| Aprio Wealth Management, LLC | 3,993 | $502.0K | 0.07% | +492+14.1% | Added |
| Rosenberg Matthew Hamilton | 3,965 | $498.5K | 0.13% | +217+5.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,949 | $496.5K | 0.07% | −5−0.1% | Reduced |
| Empower Advisory Group, LLC | 3,933 | $494.5K | 0.00% | −2,178−35.6% | Reduced |
| Valmark Advisers, Inc. | 3,927 | $493.7K | 0.01% | +1,171+42.5% | Added |
| Bank of Nova Scotia Trust Co | 3,914 | $492.1K | 0.05% | −852−17.9% | Reduced |
| Riverwater Partners LLC | 3,913 | $491.9K | 0.24% | −138−3.4% | Reduced |
| Quotient Wealth Partners, LLC | 3,897 | $489.9K | 0.02% | +510+15.1% | Added |
| YANKCOM Partnership | 3,880 | $487.8K | 0.26% | +3,880 | New |
| SOL Capital Management CO | 3,875 | $487.0K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,855 | $484.7K | 0.22% | +3,855 | New |
| Amplius Wealth Advisors, LLC | 3,853 | $484.4K | 0.05% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,822 | $480.5K | 0.08% | +3,822 | New |
| Tiemann Investment Advisors, LLC | 3,821 | $480.4K | 0.21% | −200−5.0% | Reduced |
| St Germain D J Co Inc | 3,820 | $480.3K | 0.02% | +1,150+43.1% | Added |
| Sapient Capital LLC | 3,805 | $478.4K | 0.01% | −300−7.3% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $478.2K | 0.31% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,804 | $478.2K | 0.04% | +99+2.7% | Added |
| Balboa Wealth Partners | 3,801 | $477.9K | 0.11% | +3,801 | New |
| Marino, Stram & Associates LLC | 3,788 | $476.3K | 0.11% | −14−0.4% | Reduced |
| Bolthouse Investments, LLC | 3,785 | $475.9K | 0.44% | +3,785 | New |
| Bullock Wealth Management Group | 3,780 | $475.2K | 0.28% | −271−6.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,772 | $474.0K | 0.14% | −110−2.8% | Reduced |
| Cooper Financial Group | 3,768 | $473.7K | 0.06% | +407+12.1% | Added |
| Jacobi Capital Management LLC | 3,765 | $473.3K | 0.04% | −5−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,757 | $472.4K | 0.02% | +152+4.2% | Added |
| Richwood Investment Advisors, LLC | 3,753 | $471.8K | 0.39% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,750 | $471.4K | 0.17% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 3,750 | $471.4K | 0.06% | +483+14.8% | Added |
| Shepherd Financial Partners LLC | 3,749 | $471.4K | 0.06% | −330−8.1% | Reduced |
| Samalin Investment Counsel, LLC | 3,707 | $466.1K | 0.20% | +7+0.2% | Added |
| Frisch Financial Group, Inc. | 3,692 | $464.0K | 0.14% | −139−3.6% | Reduced |
| Centric Wealth Management | 3,676 | $462.1K | 0.12% | −220−5.6% | Reduced |
| Broyhill Asset Management | 3,667 | $461.0K | 0.41% | +3,667 | New |
| Wellington Shields Capital Management, LLC | 3,657 | $459.8K | 0.08% | +50+1.4% | Added |
| One Capital Management, LLC | 3,649 | $458.8K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,638 | $457.4K | 0.06% | +87+2.5% | Added |
| Prelude Capital Management, LLC | 3,636 | $457.1K | 0.04% | +3,636 | New |
| Zhang Financial LLC | 3,602 | $452.8K | 0.03% | +586+19.4% | Added |
| Castle Wealth Management LLC | 3,583 | $450.5K | 0.18% | −4,549−55.9% | Reduced |
| Nwam LLC | 3,570 | $448.9K | 0.03% | −78−2.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,570 | $448.8K | 0.00% | −850−19.2% | Reduced |
| Farmers National Bank | 3,535 | $444.4K | 0.13% | +3,535 | New |
| Cary Street Partner Investment Advisory LLC | 3,532 | $444.1K | 0.29% | −33,018−90.3% | Reduced |
| First Financial Bank - Trust Division | 3,526 | $443.3K | 0.04% | −105−2.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,503 | $440.4K | 0.01% | −203−5.5% | Reduced |
| Altus Wealth Group LLC | 3,477 | $437.2K | 0.19% | −100−2.8% | Reduced |
| Orrstown Financial Services Inc | 3,470 | $436.3K | 0.12% | −50−1.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,468 | $436.0K | 0.24% | +3,468 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,458 | $434.7K | 0.07% | −299−8.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,450 | $433.8K | 0.03% | +14+0.4% | Added |
| Davidson Investment Advisors | 3,427 | $430.8K | 0.02% | −172−4.8% | Reduced |
| Community Bank of Raymore | 3,420 | $430.0K | 0.34% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,415 | $429.3K | 0.34% | +20+0.6% | Added |
| Manchester Capital Management LLC | 3,413 | $429.1K | 0.05% | −78−2.2% | Reduced |
| Reuter James Wealth Management, LLC | 3,403 | $427.8K | 0.08% | −936−21.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,397 | $427.1K | 0.04% | +398+13.3% | Added |
| JGP Wealth Management, LLC | 3,396 | $426.9K | 0.06% | −54−1.6% | Reduced |
| Essex Savings Bank | 3,393 | $426.6K | 0.11% | +263+8.4% | Added |
| Alerus Financial NA | 3,384 | $425.4K | 0.03% | −18−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 3,056 | $424.6K | 0.06% | +10.0% | Added |