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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 3,371 | $423.8K | 0.03% | +626+22.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,357 | $422.0K | 0.21% | −17−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 3,342 | $420.2K | 0.06% | −93−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 3,340 | $419.8K | 0.08% | −1,598−32.4% | Reduced |
| Journey Strategic Wealth LLC | 3,329 | $418.5K | 0.02% | −50−1.5% | Reduced |
| Congress Park Capital LLC | 3,325 | $418.0K | 0.15% | −350−9.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,325 | $418.0K | 0.12% | +201+6.4% | Added |
| Onefund, LLC | 3,304 | $415.4K | 0.40% | +34+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,299 | $414.7K | 0.04% | −4,388−57.1% | Reduced |
| Crawford Investment Counsel Inc | 3,283 | $412.7K | 0.01% | −7−0.2% | Reduced |
| Penserra Capital Management LLC | 3,277 | $411.0K | 0.01% | +3,142+2,327.4% | Added |
| Park Place Capital Corp | 3,248 | $408.3K | 0.11% | −412−11.3% | Reduced |
| Proathlete Wealth Management LLC | 3,243 | $407.7K | 0.15% | +13+0.4% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $407.2K | 0.29% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,236 | $406.8K | 0.04% | +918+39.6% | Added |
| Avantax Planning Partners, Inc. | 3,233 | $406.5K | 0.01% | −43−1.3% | Reduced |
| Phillips Wealth Planners LLC | 3,280 | $404.9K | 0.40% | −586−15.2% | Reduced |
| AA Financial Advisors, LLC | 3,216 | $404.3K | 0.11% | +637+24.7% | Added |
| Alexis Investment Partners, LLC | 3,216 | $404.3K | 0.20% | +3,216 | New |
| Focus Financial Network, Inc. | 3,209 | $403.5K | 0.02% | +64+2.0% | Added |
| Howard Financial Services, Ltd. | 3,204 | $402.8K | 0.05% | +604+23.2% | Added |
| L.M. Kohn & Company | 3,202 | $402.6K | 0.10% | +180+6.0% | Added |
| Ostrum Asset Management | 3,200 | $402.3K | 0.03% | −133−4.0% | Reduced |
| Brown Capital Management LLC | 3,190 | $401.0K | 0.01% | −583−15.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,182 | $400.0K | 0.08% | +451+16.5% | Added |
| Lane & Associates LLC | 2,889 | $400.0K | 0.21% | −62−2.1% | Reduced |
| Mason & Associates Inc | 3,177 | $399.4K | 0.09% | +90+2.9% | Added |
| Baker Avenue Asset Management, LP | 3,176 | $399.3K | 0.01% | −84−2.6% | Reduced |
| Opinicus Capital, Inc. | 3,160 | $397.3K | 0.33% | −104−3.2% | Reduced |
| Pines Wealth Management, LLC | 3,216 | $397.0K | 0.17% | +3,216 | New |
| Easterly Investment Partners LLC | 3,151 | $396.1K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,140 | $394.8K | 0.16% | +77+2.5% | Added |
| Ascent Group, LLC | 3,129 | $393.4K | 0.03% | +664+26.9% | Added |
| Key Financial Inc | 3,127 | $393.1K | 0.09% | +310+11.0% | Added |
| Code Waechter LLC | 3,123 | $392.6K | 0.34% | +28+0.9% | Added |
| New Covenant Trust Company, N.A. | 3,113 | $391.5K | 0.39% | −30−1.0% | Reduced |
| Waddell & Associates, LLC | 3,112 | $391.2K | 0.04% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,072 | $389.8K | 0.08% | −45−1.4% | Reduced |
| Versor Investments LP | 3,100 | $389.7K | 0.07% | +500+19.2% | Added |
| Trueblood Wealth Management, LLC | 3,080 | $387.2K | 0.19% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,075 | $386.6K | 0.15% | +10+0.3% | Added |
| Duncker Streett & Co Inc | 3,071 | $386.1K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,071 | $386.1K | 0.02% | +3,071 | New |
| One Wealth Advisors, LLC | 3,055 | $384.0K | 0.06% | −877−22.3% | Reduced |
| Optas, LLC | 3,051 | $383.6K | 0.08% | +180+6.3% | Added |
| Sentinus, LLC | 3,048 | $383.2K | 0.11% | −839−21.6% | Reduced |
| Manchester Financial Inc | 3,043 | $382.6K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,040 | $382.2K | 0.19% | +4+0.1% | Added |
| Wealthcare Advisory Partners LLC | 3,035 | $381.6K | 0.01% | +416+15.9% | Added |
| Grandfield & Dodd, LLC | 3,035 | $381.6K | 0.02% | +5+0.2% | Added |
| Everpar Advisors LLC | 3,027 | $380.6K | 0.19% | +243+8.7% | Added |
| Pallas Capital Advisors LLC | 3,025 | $380.3K | 0.02% | +58+2.0% | Added |
| Wimmer Associates 1, LLC | 3,023 | $380.1K | 0.19% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,021 | $379.8K | 0.17% | +24+0.8% | Added |
| Lokken Investment Group LLC | 3,014 | $378.9K | 0.16% | −39−1.3% | Reduced |
| WMS Partners, LLC | 3,009 | $378.3K | 0.02% | +3,009 | New |
| Partners Wealth Management, LLC | 3,009 | $378.3K | 0.43% | +3,009 | New |
| Prosperity Consulting Group, LLC | 3,008 | $378.1K | 0.03% | +553+22.5% | Added |
| Cohen & Steers, Inc. | 3,005 | $378.0K | 0.00% | +152+5.3% | Added |
| Perfromance Wealth Partners, LLC | 3,004 | $377.7K | 0.01% | +78+2.7% | Added |
| Circle Wealth Management, LLC | 3,002 | $377.4K | 0.01% | +12+0.4% | Added |
| First Interstate Bank | 3,000 | $377.2K | 0.02% | −18−0.6% | Reduced |
| Spirit of America Management Corp | 3,000 | $377.2K | 0.08% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,998 | $376.9K | 0.09% | +96+3.3% | Added |
| Summit Wealth Group, LLC | 2,983 | $375.0K | 0.11% | 00.0% | Unchanged |
| City State Bank | 2,978 | $374.4K | 0.13% | −350−10.5% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $372.8K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,961 | $372.2K | 0.01% | +173+6.2% | Added |
| Navis Wealth Advisors, LLC | 2,958 | $371.9K | 0.41% | −228−7.2% | Reduced |
| Diversified Enterprises, LLC | 2,957 | $371.7K | 0.04% | +217+7.9% | Added |
| Atlantic Union Bankshares Corp | 2,956 | $371.6K | 0.02% | −28−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,953 | $371.3K | 0.01% | +2,953 | New |
| Severin Investments, LLC | 2,952 | $371.1K | 0.37% | +2,952 | New |
| Meridian Wealth Partners, LLC | 2,949 | $370.8K | 0.06% | +2,949 | New |
| West Family Investments, Inc. | 2,949 | $370.7K | 0.13% | −68−2.3% | Reduced |
| Taika Capital, LP | 2,945 | $370.2K | 0.28% | +2,945 | New |
| Pathway Financial Advisors LLC | 2,928 | $368.1K | 0.08% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,921 | $367.2K | 0.08% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,914 | $366.3K | 0.02% | +492+20.3% | Added |
| American State Bank (Iowa) | 2,908 | $365.6K | 0.22% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,899 | $364.4K | 0.11% | +53+1.9% | Added |
| Fiducient Advisors LLC | 2,898 | $364.3K | 0.04% | +70+2.5% | Added |
| Camden National Bank | 2,887 | $363.0K | 0.05% | −1,561−35.1% | Reduced |
| TCFG Wealth Management, LLC | 2,879 | $362.0K | 0.18% | −124−4.1% | Reduced |
| Legacy Solutions, LLC | 2,870 | $360.8K | 0.39% | +2,870 | New |
| Whittier Trust Co of Nevada Inc | 2,869 | $360.7K | 0.01% | +1,231+75.2% | Added |
| Kennebec Savings Bank | 2,908 | $360.6K | 0.36% | +81+2.9% | Added |
| Associated Banc-Corp | 2,859 | $359.4K | 0.01% | −97−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 2,855 | $358.9K | 0.10% | −12,336−81.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,853 | $358.7K | 0.09% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,849 | $358.2K | 0.23% | −92−3.1% | Reduced |
| Breakthru Advisory Services, LLC | 2,840 | $357.0K | 0.32% | +2,840 | New |
| O'Neil Global Advisors, Inc. | 2,842 | $357.0K | 0.10% | −5,158−64.5% | Reduced |
| Ariadne Wealth Management, LP | 2,581 | $356.5K | 0.16% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,832 | $356.0K | 0.24% | −237−7.7% | Reduced |
| Invenio Wealth Partners LLC | 2,822 | $354.8K | 0.15% | +44+1.6% | Added |
| Cercano Management LLC | 2,812 | $353.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 2,807 | $352.9K | 0.04% | −538−16.1% | Reduced |
| Sunpointe, LLC | 2,786 | $350.3K | 0.18% | +27+1.0% | Added |
| Legacy Edge Advisors, LLC | 2,784 | $350.1K | 0.06% | +144+5.5% | Added |