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 |
|---|---|---|---|---|---|
| OneAscent Family Office, LLC | 1,932 | $243.0K | 0.44% | +1,932 | New |
| Mirador Capital Partners LP | 1,917 | $241.0K | 0.04% | +1,917 | New |
| Lantz Financial LLC | 1,916 | $240.9K | 0.06% | −196−9.3% | Reduced |
| Kanawha Capital Management LLC | 1,914 | $240.6K | 0.02% | −66−3.3% | Reduced |
| Ssi Investment Management LLC | 1,913 | $240.5K | 0.02% | +1,913 | New |
| Quest Partners LLC | 1,910 | $240.1K | 0.03% | −1,648−46.3% | Reduced |
| Ethos Financial Group, LLC | 1,903 | $239.2K | 0.03% | +1,903 | New |
| Tradition Wealth Management, LLC | 1,902 | $239.1K | 0.02% | +1,902 | New |
| Canvas Wealth Advisors, LLC | 1,901 | $239.0K | 0.06% | −743−28.1% | Reduced |
| Wealth Management Associates, Inc. | 1,894 | $238.1K | 0.10% | +1,894 | New |
| Founders Financial Alliance, LLC | 1,888 | $237.3K | 0.07% | +1,888 | New |
| Northwest Quadrant Wealth Management, LLC | 1,882 | $236.6K | 0.05% | +1,882 | New |
| Palisades Hudson Asset Management, L.P. | 1,878 | $236.0K | 0.10% | +1,878 | New |
| WSFS Capital Management, LLC | 1,875 | $235.8K | 0.01% | −52−2.7% | Reduced |
| Atlas Capital Advisors LLC | 1,871 | $235.2K | 0.03% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,871 | $235.2K | 0.05% | +1,871 | New |
| Krane Funds Advisors LLC | 1,868 | $234.8K | 0.01% | −243−11.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,866 | $234.6K | 0.01% | −1,017−35.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,866 | $234.6K | 0.01% | −29−1.5% | Reduced |
| Integrated Investment Consultants, LLC | 1,865 | $234.5K | 0.05% | −15,356−89.2% | Reduced |
| Athena Investment Management | 1,864 | $234.3K | 0.14% | −114−5.8% | Reduced |
| MBL Wealth, LLC | 1,863 | $234.2K | 0.02% | +1,863 | New |
| Florida Financial Advisors, LLC | 1,861 | $234.0K | 0.10% | +1,861 | New |
| Berry Wealth Group, LP | 1,858 | $233.6K | 0.17% | +1,858 | New |
| AssuredPartners Investment Advisors, LLC | 1,858 | $233.6K | 0.05% | +1,858 | New |
| Gold Investment Management Ltd. | 1,856 | $233.3K | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 1,854 | $233.1K | 0.04% | −80−4.1% | Reduced |
| Precedent Wealth Partners, LLC | 1,853 | $233.0K | 0.08% | +1,853 | New |
| Oxford Financial Group Ltd | 1,846 | $232.1K | 0.02% | −424−18.7% | Reduced |
| Lavaca Capital LLC | 1,838 | $231.1K | 0.10% | +1,838 | New |
| ProVise Management Group, LLC | 1,832 | $230.3K | 0.02% | +1,832 | New |
| Modern Wealth Management, LLC | 1,831 | $230.3K | 0.01% | +1,831 | New |
| Safeguard Financial, LLC | 1,831 | $230.2K | 0.05% | −702−27.7% | Reduced |
| United Community Bank | 1,829 | $229.9K | 0.09% | −494−21.3% | Reduced |
| Cozad Asset Management Inc | 1,825 | $229.4K | 0.02% | +1,825 | New |
| Pflug Koory, LLC | 1,824 | $229.3K | 0.12% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 1,649 | $228.3K | 0.20% | +1,649 | New |
| Running Point Capital Advisors, LLC | 1,813 | $228.0K | 0.08% | +1,813 | New |
| First Affirmative Financial Network | 1,811 | $227.7K | 0.13% | −593−24.7% | Reduced |
| Flaharty Asset Management, LLC | 1,802 | $226.5K | 0.03% | +1,544+598.4% | Added |
| Reik & Co., LLC | 1,800 | $226.3K | 0.05% | +1,800 | New |
| Investment House LLC | 1,800 | $226.3K | 0.01% | +1,800 | New |
| Neumann Capital Management, LLC | 1,800 | $226.3K | 0.08% | +1,800 | New |
| Entruity Wealth, LLC | 1,800 | $226.3K | 0.22% | +1,800 | New |
| Acorn Creek Capital LLC | 1,799 | $226.2K | 0.12% | +1,799 | New |
| Weatherly Asset Management L. P. | 1,799 | $226.2K | 0.02% | +1,799 | New |
| Leo Wealth, LLC | 1,797 | $226.0K | 0.02% | +1,797 | New |
| Colonial River Wealth Management, LLC | 1,793 | $225.4K | 0.11% | −402−18.3% | Reduced |
| Sterling Financial Group, Inc. | 1,789 | $224.9K | 0.08% | +1,789 | New |
| CTC Alternative Strategies, Ltd. | 1,788 | $224.8K | 0.29% | +1,788 | New |
| Maltin Wealth Management, Inc. | 1,785 | $224.4K | 0.11% | +1,785 | New |
| King Wealth | 1,771 | $223.0K | 0.03% | +1,771 | New |
| JB Capital LLC | 1,771 | $222.7K | 0.01% | −172−8.9% | Reduced |
| WealthTrust Axiom LLC | 1,770 | $222.5K | 0.07% | +1,770 | New |
| Tyche Wealth Partners LLC | 1,769 | $222.4K | 0.05% | +1,769 | New |
| RKL Wealth Management LLC | 1,767 | $222.2K | 0.02% | +1,767 | New |
| CM Wealth Advisors LLC | 1,766 | $222.0K | 0.07% | +1,766 | New |
| TrinityPoint Wealth, LLC | 1,763 | $221.6K | 0.03% | −260−12.9% | Reduced |
| Lewis Asset Management, LLC | 1,763 | $221.6K | 0.17% | −275−13.5% | Reduced |
| First Business Financial Services, Inc. | 1,762 | $221.5K | 0.02% | +1,762 | New |
| Bingham Private Wealth, LLC | 1,761 | $221.4K | 0.24% | +1,761 | New |
| GM Advisory Group, Inc. | 1,760 | $221.2K | 0.01% | +1,760 | New |
| Riggs Asset Managment Co. Inc. | 1,755 | $220.7K | 0.06% | +1,289+276.6% | Added |
| Godsey & Gibb Associates | 1,750 | $220.0K | 0.02% | −214−10.9% | Reduced |
| Westmount Partners, LLC | 1,749 | $219.8K | 0.07% | +1,749 | New |
| Werba Rubin Papier Wealth Management | 1,745 | $219.4K | 0.05% | −373−17.6% | Reduced |
| Rise Advisors, LLC | 1,744 | $219.3K | 0.11% | −48−2.7% | Reduced |
| Grunden Financial Advisory, Inc. | 1,740 | $218.8K | 0.11% | +1,740 | New |
| Bank Ozk | 1,736 | $218.2K | 0.09% | +1,736 | New |
| Valley National Advisers Inc | 1,739 | $218.0K | 0.04% | +165+10.5% | Added |
| Naples Global Advisors, LLC | 1,734 | $217.9K | 0.02% | +1,734 | New |
| Carnegie Capital Asset Management, LLC | 1,731 | $217.6K | 0.01% | +1,731 | New |
| Lifestyle Asset Management, Inc. | 1,730 | $217.5K | 0.12% | +1,730 | New |
| Graves-Light Private Wealth Management, Inc. | 1,722 | $216.5K | 0.03% | +1,722 | New |
| Grimes & Company, Inc. | 1,716 | $215.8K | 0.01% | +1,716 | New |
| Rockingstone Advisors LLC | 1,715 | $215.6K | 0.10% | +1,715 | New |
| SFMG, LLC | 1,711 | $215.2K | 0.02% | +1,711 | New |
| Armstrong Advisory Group, Inc | 1,709 | $214.9K | 0.02% | +566+49.5% | Added |
| Aries Wealth Management | 1,708 | $214.7K | 0.06% | +1,708 | New |
| Wealth Group, Ltd. | 1,704 | $214.0K | 0.14% | +1,704 | New |
| Beacon Financial Advisory LLC | 1,702 | $214.0K | 0.07% | +1,702 | New |
| Bruce G. Allen Investments, LLC | 1,700 | $213.7K | 0.17% | −46−2.6% | Reduced |
| ARS Investment Partners, LLC | 1,700 | $213.7K | 0.02% | +1,700 | New |
| Brave Asset Management Inc | 1,700 | $213.7K | 0.07% | +1,700 | New |
| Noesis Capital Mangement Corp | 1,698 | $213.5K | 0.04% | +1,698 | New |
| NTV Asset Management LLC | 1,692 | $212.7K | 0.03% | +1,692 | New |
| McAdam, LLC | 1,691 | $212.6K | 0.01% | +1,691 | New |
| Sabal Trust CO | 1,689 | $212.3K | 0.01% | +1,689 | New |
| WP Advisors, LLC | 1,688 | $212.2K | 0.07% | +1,688 | New |
| D'Orazio & Associates, Inc. | 1,679 | $211.1K | 0.03% | +1,679 | New |
| Schrum Private Wealth Management LLC | 1,677 | $210.8K | 0.18% | −1,669−49.9% | Reduced |
| Riverbend Wealth Management, LLC | 1,647 | $209.4K | 0.19% | +1,647 | New |
| MWA Asset Management | 1,663 | $209.1K | 0.14% | +1,663 | New |
| Keebeck Wealth Management, LLC | 1,658 | $208.4K | 0.03% | +1,658 | New |
| Verum Partners LLC | 1,656 | $208.2K | 0.06% | +1,656 | New |
| Centurion Wealth Management LLC | 1,653 | $207.9K | 0.07% | +1,653 | New |
| Per Stirling Capital Management, LLC. | 1,651 | $207.5K | 0.03% | +1,651 | New |
| AGH Wealth Advisors, LLC | 1,648 | $207.2K | 0.19% | +1,648 | New |
| First National Corp | 1,648 | $207.1K | 0.05% | +1,648 | New |
| Pekin Hardy Strauss, Inc. | 1,645 | $206.8K | 0.03% | +1,645 | New |