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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,784 | $350.0K | 0.03% | +452+19.4% | Added |
| Wilkinson Global Asset Management LLC | 2,774 | $348.7K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,773 | $348.7K | 0.06% | −20−0.7% | Reduced |
| Allegheny Financial Group LTD | 2,770 | $348.3K | 0.09% | −9−0.3% | Reduced |
| Jackson Square Capital, LLC | 2,760 | $347.0K | 0.08% | +19+0.7% | Added |
| Wallace Advisory Group, LLC | 3,326 | $346.7K | 0.24% | +485+17.1% | Added |
| Proequities, Inc. | 2,543 | $345.8K | 0.02% | +393+18.3% | Added |
| Sivia Capital Partners, LLC | 2,748 | $345.5K | 0.17% | +87+3.3% | Added |
| Fortis Group Advisors, LLC | 2,744 | $345.0K | 0.06% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,727 | $342.8K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,520 | $342.1K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $341.8K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,707 | $340.3K | 0.03% | +81+3.1% | Added |
| Veracity Capital LLC | 2,702 | $339.7K | 0.12% | +455+20.2% | Added |
| Cardinal Point Capital Management, ULC | 2,697 | $339.1K | 0.05% | +90+3.5% | Added |
| Lion Street Advisors, LLC | 2,693 | $338.6K | 0.11% | −137−4.8% | Reduced |
| Advisor OS, LLC | 2,689 | $338.1K | 0.04% | +290+12.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,685 | $337.6K | 0.17% | +200+8.0% | Added |
| Sax Wealth Advisors, LLC | 2,684 | $337.4K | 0.03% | +265+11.0% | Added |
| Harbour Investments, Inc. | 2,683 | $337.3K | 0.01% | +38+1.4% | Added |
| Sandy Spring Bank | 2,681 | $337.0K | 0.01% | +96+3.7% | Added |
| Golden State Wealth Management, LLC | 2,680 | $337.0K | 0.05% | +2,680 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,678 | $336.7K | 0.08% | −130−4.6% | Reduced |
| Enterprise Financial Services Corp | 2,675 | $336.3K | 0.19% | +102+4.0% | Added |
| N.E.W. Advisory Services LLC | 2,671 | $335.7K | 0.03% | +3+0.1% | Added |
| Wrapmanager Inc | 2,660 | $334.4K | 0.09% | −583−18.0% | Reduced |
| Genesis Private Wealth, LLC | 2,635 | $331.3K | 0.18% | +2,635 | New |
| Willow Creek Wealth Management Inc. | 2,613 | $328.5K | 0.03% | −6−0.2% | Reduced |
| XML Financial, LLC | 2,612 | $328.4K | 0.03% | +2,612 | New |
| Equitable Trust Co | 2,607 | $327.8K | 0.02% | −30−1.1% | Reduced |
| Aspen Wealth Strategies, LLC | 2,603 | $327.2K | 0.21% | −59−2.2% | Reduced |
| Naviter Wealth, LLC | 2,600 | $326.9K | 0.04% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,593 | $326.0K | 0.10% | −37−1.4% | Reduced |
| Bangor Savings Bank | 2,592 | $325.9K | 0.03% | +183+7.6% | Added |
| Bragg Financial Advisors, Inc | 2,591 | $325.7K | 0.01% | +70+2.8% | Added |
| Paradigm Financial Partners, LLC | 2,585 | $325.0K | 0.04% | +225+9.5% | Added |
| Rakuten Securities, Inc. | 2,584 | $324.9K | 0.13% | +2,284+761.3% | Added |
| Advisory Alpha, LLC | 2,577 | $324.0K | 0.01% | +130+5.3% | Added |
| FDx Advisors, Inc. | 2,579 | $324.0K | 0.09% | −394−13.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,577 | $324.0K | 0.23% | +96+3.9% | Added |
| Apexium Financial, LP | 2,561 | $322.0K | 0.02% | −636−19.9% | Reduced |
| Austin Private Wealth, LLC | 2,560 | $321.8K | 0.03% | +1,141+80.4% | Added |
| Plancorp, LLC | 2,557 | $321.5K | 0.01% | +143+5.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,554 | $321.1K | 0.05% | +3+0.1% | Added |
| Mosaic Financial Group, LLC | 2,552 | $321.0K | 0.23% | +258+11.2% | Added |
| Michael B. Yongue | 2,553 | $321.0K | 0.25% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,570 | $320.7K | 0.17% | +130+5.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,540 | $319.3K | 0.02% | +3+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,540 | $319.3K | 0.13% | +126+5.2% | Added |
| IVC Wealth Advisors LLC | 2,535 | $318.7K | 0.18% | +16+0.6% | Added |
| Segment Wealth Management, LLC | 2,533 | $318.4K | 0.02% | +28+1.1% | Added |
| Kaizen Financial Strategies | 2,531 | $318.2K | 0.18% | +34+1.4% | Added |
| B&L Asset Management LLC | 2,530 | $318.1K | 0.20% | −245−8.8% | Reduced |
| Neville Rodie & Shaw Inc | 2,526 | $318.0K | 0.02% | +2,526 | New |
| Flynn Zito Capital Management, LLC | 2,528 | $317.8K | 0.15% | +10.0% | Added |
| Silver Coast Investments LLC | 2,526 | $317.6K | 0.12% | −486−16.1% | Reduced |
| Davy Global Fund Management Ltd | 2,522 | $317.1K | 0.04% | −33−1.3% | Reduced |
| Doheny Asset Management | 2,523 | $317.0K | 0.24% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,521 | $316.9K | 0.09% | −490−16.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,281 | $316.4K | 0.00% | −240−9.5% | Reduced |
| Financial Security Advisor, Inc. | 2,515 | $316.2K | 0.08% | +13+0.5% | Added |
| Sepio Capital, LP | 2,512 | $315.8K | 0.03% | +3+0.1% | Added |
| World Equity Group, Inc. | 2,524 | $315.5K | 0.07% | +2,524 | New |
| PFG Advisors | 2,506 | $315.1K | 0.02% | −156−5.9% | Reduced |
| TFB Advisors LLC | 2,504 | $314.8K | 0.09% | −158−5.9% | Reduced |
| Eagle Strategies LLC | 2,503 | $314.7K | 0.05% | −220−8.1% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $314.3K | 0.01% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,499 | $314.2K | 0.04% | +2,499 | New |
| CoreCap Advisors, LLC | 2,494 | $313.6K | 0.01% | +561+29.0% | Added |
| River Wealth Advisors LLC | 2,484 | $312.3K | 0.04% | −106−4.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,483 | $312.2K | 0.12% | −107−4.1% | Reduced |
| Spartan Planning & Wealth Management | 2,480 | $311.8K | 0.28% | +2,480 | New |
| Univest Financial Corp | 2,471 | $310.6K | 0.02% | +8+0.3% | Added |
| HBW Advisory Services LLC | 2,470 | $310.5K | 0.05% | +317+14.7% | Added |
| Sachetta, LLC | 2,460 | $309.3K | 0.12% | −73−2.9% | Reduced |
| Tanager Wealth Management LLP | 2,457 | $308.9K | 0.04% | −1,771−41.9% | Reduced |
| Financial Advocates Investment Management | 2,457 | $308.9K | 0.02% | −170−6.5% | Reduced |
| Ellsworth Advisors, LLC | 2,445 | $307.4K | 0.08% | −175−6.7% | Reduced |
| Prepared Retirement Institute LLC | 2,437 | $306.4K | 0.17% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,428 | $305.2K | 0.11% | −99−3.9% | Reduced |
| BLB&B Advisors, LLC | 2,427 | $305.1K | 0.02% | −148−5.7% | Reduced |
| Hall Capital Management Co Inc | 2,426 | $305.0K | 0.14% | +2,426 | New |
| Alteri Wealth LLC | 2,425 | $304.9K | 0.08% | +2,425 | New |
| Boston Trust Walden Corp | 2,423 | $304.6K | 0.00% | 00.0% | Unchanged |
| Claris Financial LLC | 2,423 | $304.6K | 0.20% | +2,423 | New |
| Asahi Life Asset Management Co., Ltd. | 2,420 | $304.2K | 0.19% | +370+18.0% | Added |
| Horizon Wealth Management, LLC | 2,400 | $301.8K | 0.05% | +2+0.1% | Added |
| Firestone Capital Management | 2,397 | $301.3K | 0.07% | +2+0.1% | Added |
| Darden Wealth Group Inc | 2,396 | $301.2K | 0.20% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 2,391 | $300.6K | 0.25% | +2,391 | New |
| Centiva Capital, LP | 2,388 | $300.2K | 0.01% | −897−27.3% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $298.8K | 0.13% | −1,710−41.8% | Reduced |
| Accredited Investors Inc. | 2,375 | $298.6K | 0.02% | −214−8.3% | Reduced |
| Gitterman Wealth Management, LLC | 2,373 | $298.3K | 0.12% | +8+0.3% | Added |
| Global Strategic Investment Solutions, LLC | 2,359 | $296.6K | 0.03% | +2,359 | New |
| BlueStem Wealth Partners, LLC | 2,347 | $295.0K | 0.04% | +2,347 | New |
| PEAK6 LLC | 2,344 | $294.7K | 0.01% | +2,344 | New |
| Central Bank & Trust Co | 2,343 | $294.6K | 0.04% | −38−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,340 | $294.2K | 0.06% | +344+17.2% | Added |
| Newman Dignan & Sheerar, Inc. | 2,328 | $292.7K | 0.07% | 00.0% | Unchanged |