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 |
|---|---|---|---|---|---|
| Sutton Place Investors LLC | 2,324 | $292.2K | 0.17% | +102+4.6% | Added |
| Means Investment Co., Inc. | 2,321 | $291.8K | 0.03% | +260+12.6% | Added |
| Chicago Capital, LLC | 2,317 | $291.3K | 0.01% | +2,317 | New |
| Cornerstone Planning, LLC | 2,308 | $290.2K | 0.11% | +2,308 | New |
| Primoris Wealth Advisors, LLC | 2,305 | $289.8K | 0.22% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,300 | $289.2K | 0.14% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,300 | $289.2K | 0.16% | +2,300 | New |
| Shell Asset Management Co | 2,297 | $289.0K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 2,096 | $288.9K | 0.16% | −3,251−60.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,295 | $288.6K | 0.00% | +38+1.7% | Added |
| SLT Holdings LLC | 2,284 | $287.1K | 0.27% | +2,284 | New |
| Welch Group, LLC | 2,281 | $286.8K | 0.01% | +102+4.7% | Added |
| New Vernon Investment Management LLC | 27,624 | $286.2K | 0.49% | +19,074+223.1% | Added |
| Maxele Advisors, LLC | 2,275 | $286.0K | 0.27% | +2,275 | New |
| Old North State Trust, LLC | 2,274 | $286.0K | 0.18% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,271 | $285.5K | 0.07% | +2,271 | New |
| RFG Advisory, LLC | 2,268 | $285.1K | 0.01% | +266+13.3% | Added |
| Versant Capital Management, Inc | 2,266 | $284.9K | 0.06% | +43+1.9% | Added |
| Mayfair Advisory Group, LLC | 2,240 | $281.6K | 0.17% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,232 | $280.6K | 0.03% | −638−22.2% | Reduced |
| Bouchey Financial Group Ltd | 2,226 | $279.8K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 2,222 | $279.4K | 0.05% | +2,222 | New |
| Sunflower Bank, N.A. | 2,216 | $278.6K | 0.08% | +47+2.2% | Added |
| Montz Harcus Wealth Management LLC | 2,215 | $278.5K | 0.16% | −32−1.4% | Reduced |
| Argent Advisors, Inc. | 2,210 | $277.8K | 0.10% | −130−5.6% | Reduced |
| Monterey Private Wealth, Inc. | 2,207 | $277.5K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,206 | $277.3K | 0.04% | −2,068−48.4% | Reduced |
| May Hill Capital, LLC | 2,205 | $277.3K | 0.11% | +2,205 | New |
| Groesbeck Investment Management Corp | 2,200 | $277.0K | 0.36% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,203 | $277.0K | 0.05% | −141−6.0% | Reduced |
| Callan Capital, LLC | 2,200 | $276.6K | 0.02% | −1,005−31.4% | Reduced |
| New Hampshire Trust | 2,190 | $275.3K | 0.06% | +48+2.2% | Added |
| Luts & Greenleigh Group, Inc | 2,189 | $275.2K | 0.27% | +30+1.4% | Added |
| Cornerstone Advisory, LLC | 1,969 | $273.6K | 0.03% | −694−26.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,172 | $273.1K | 0.13% | −159−6.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,165 | $272.1K | 0.02% | −25−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,154 | $270.8K | 0.03% | −87−3.9% | Reduced |
| Summit Global Investments | 2,144 | $270.0K | 0.02% | −10,957−83.6% | Reduced |
| Fairscale Capital, LLC | 2,145 | $269.7K | 0.23% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,142 | $269.0K | 0.07% | +100+4.9% | Added |
| Peak Planning Group, LLC | 2,135 | $268.4K | 0.11% | 00.0% | Unchanged |
| Everett Harris & Co | 2,134 | $268.3K | 0.00% | −97−4.3% | Reduced |
| SGL Investment Advisors, Inc. | 1,954 | $267.9K | 0.14% | +1,954 | New |
| Johnson Financial Group, Inc. | 1,918 | $267.3K | 0.01% | +569+42.2% | Added |
| FCG Investment Co | 2,125 | $267.2K | 0.16% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,122 | $266.8K | 0.11% | −3−0.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,119 | $266.4K | 0.04% | −378−15.1% | Reduced |
| Warther Private Wealth, LLC | 2,115 | $265.9K | 0.09% | 00.0% | Unchanged |
| STAR Financial Bank | 2,113 | $265.6K | 0.19% | −2,295−52.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,111 | $265.4K | 0.01% | +54+2.6% | Added |
| Macroview Investment Management LLC | 2,111 | $265.4K | 0.27% | +8+0.4% | Added |
| Perennial Investment Advisors, LLC | 2,107 | $264.9K | 0.03% | +25+1.2% | Added |
| Chung Wu Investment Group, LLC | 2,100 | $264.0K | 0.27% | +2,100 | New |
| Capital Advisors, Ltd. LLC | 2,099 | $264.0K | 0.03% | +8+0.4% | Added |
| Glen Eagle Advisors, LLC | 2,100 | $264.0K | 0.04% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,092 | $263.0K | 0.04% | 00.0% | Unchanged |
| Motco | 2,084 | $262.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,083 | $261.8K | 0.07% | −7−0.3% | Reduced |
| Nations Financial Group Inc, | 2,079 | $261.4K | 0.02% | +2,079 | New |
| North Star Asset Management Inc | 2,077 | $261.1K | 0.01% | +2,077 | New |
| Alta Wealth Advisors LLC | 2,073 | $260.6K | 0.11% | −50−2.4% | Reduced |
| Birch Hill Investment Advisors LLC | 2,071 | $260.4K | 0.01% | −100−4.6% | Reduced |
| Investment Partners, Ltd. | 2,064 | $259.5K | 0.11% | −39−1.9% | Reduced |
| Guardian Wealth Advisors, LLC | 2,062 | $259.2K | 0.02% | +2,062 | New |
| Smallwood Wealth Investment Management, LLC | 2,059 | $258.9K | 0.18% | +3+0.1% | Added |
| LCNB Corp | 2,050 | $257.7K | 0.09% | +55+2.8% | Added |
| SignalPoint Asset Management, LLC | 2,047 | $257.3K | 0.06% | −8−0.4% | Reduced |
| BKM Wealth Management, LLC | 2,038 | $256.2K | 0.11% | −92−4.3% | Reduced |
| GWN Securities Inc. | 1,851 | $255.1K | 0.07% | +1,851 | New |
| Silverlake Wealth Management LLC | 2,027 | $254.8K | 0.10% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,019 | $253.9K | 0.06% | +13+0.6% | Added |
| Norway Savings Bank | 2,018 | $253.7K | 0.14% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,013 | $253.1K | 0.20% | 00.0% | Unchanged |
| American Trust | 2,006 | $252.2K | 0.02% | −200−9.1% | Reduced |
| Novem Group | 2,005 | $252.1K | 0.04% | +2,005 | New |
| United Bank | 2,000 | $251.4K | 0.03% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,000 | $251.4K | 0.17% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $251.4K | 0.13% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,998 | $251.2K | 0.07% | −387−16.2% | Reduced |
| Marathon Capital Management | 1,998 | $251.2K | 0.06% | −165−7.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,994 | $250.7K | 0.01% | +1,994 | New |
| Osborne Partners Capital Management, LLC | 1,990 | $250.2K | 0.01% | −172−8.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,984 | $249.4K | 0.03% | −48−2.4% | Reduced |
| TruWealth Advisors, LLC | 1,984 | $249.4K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,977 | $248.5K | 0.09% | −5−0.3% | Reduced |
| Wedge Capital Management L L P | 1,976 | $248.4K | 0.00% | +43+2.2% | Added |
| Goldstein Advisors, LLC | 1,969 | $247.5K | 0.04% | +21+1.1% | Added |
| Pinkerton Retirement Specialists, LLC | 1,961 | $246.5K | 0.04% | +1,961 | New |
| Wealth Alliance Advisory Group, LLC | 1,960 | $246.4K | 0.05% | 00.0% | Unchanged |
| NBW Capital LLC | 1,954 | $245.7K | 0.05% | −512−20.8% | Reduced |
| Vista Wealth Management Group, LLC | 1,952 | $245.4K | 0.02% | +1,952 | New |
| Kolinsky Wealth Management, LLC | 1,952 | $245.4K | 0.15% | +1,952 | New |
| Blue Bell Private Wealth Management, LLC | 1,951 | $245.3K | 0.05% | −60−3.0% | Reduced |
| Family Management Corp | 1,950 | $245.2K | 0.04% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 1,945 | $244.5K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,940 | $243.9K | 0.03% | +1,940 | New |
| Clayton Financial Group LLC | 1,937 | $243.5K | 0.09% | −43−2.2% | Reduced |
| BancorpSouth Bank | 1,936 | $243.5K | 0.02% | −273−12.4% | Reduced |
| Fox Run Management, L.L.C. | 1,934 | $243.1K | 0.04% | +1,934 | New |
| Y.D. More Investments Ltd | 1,934 | $243.0K | 0.02% | +835+76.0% | Added |