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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 1,642 | $206.5K | 0.02% | +1,642 | New |
| Fusion Capital, LLC | 1,641 | $206.3K | 0.08% | +1,641 | New |
| Garden State Investment Advisory Services LLC | 1,633 | $205.9K | 0.06% | +1,633 | New |
| Fairfield, Bush & Co. | 1,632 | $205.2K | 0.12% | +1,632 | New |
| PKS Advisory Services, LLC | 1,631 | $205.1K | 0.06% | +1,631 | New |
| Westwood Holdings Group Inc. | 1,621 | $203.8K | 0.00% | +1,621 | New |
| Beirne Wealth Consulting Services, LLC | 1,619 | $203.5K | 0.07% | +1,619 | New |
| Davis Investment Partners, LLC | 1,649 | $203.5K | 0.09% | +1,649 | New |
| RB Capital Management, LLC | 1,612 | $202.7K | 0.05% | +1,612 | New |
| Regent Peak Wealth Advisors LLC | 1,610 | $202.4K | 0.05% | +1,610 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,610 | $202.4K | 0.03% | +1,610 | New |
| Vaughan David Investments LLC | 1,606 | $202.0K | 0.00% | +1,606 | New |
| Massachusetts Wealth Management | 1,602 | $201.4K | 0.12% | +1,602 | New |
| Masso Torrence Wealth Management Inc. | 1,601 | $201.3K | 0.11% | +1,601 | New |
| Channel Wealth LLC | 1,601 | $201.3K | 0.07% | +1,601 | New |
| McNamara Financial Services, Inc. | 1,600 | $201.2K | 0.05% | +1,600 | New |
| Black Swift Group, LLC | 1,600 | $201.2K | 0.04% | +1,600 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,597 | $201.0K | 0.03% | +1,597 | New |
| Game Plan Financial Advisors, LLC | 1,600 | $200.9K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,597 | $200.8K | 0.03% | +1,597 | New |
| Ransom Advisory, Ltd | 1,594 | $200.4K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,568 | $197.0K | 0.01% | +529+50.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $189.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,503 | $189.0K | 0.06% | +528+54.2% | Added |
| Clear Street Markets LLC | 1,500 | $188.6K | 0.07% | +900+150.0% | Added |
| Piscataqua Savings Bank | 1,494 | $187.8K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,396 | $176.0K | 0.08% | +1+0.1% | Added |
| Indiana Trust & Investment Management CO | 1,394 | $175.3K | 0.06% | +53+4.0% | Added |
| Longview Financial Advisors LLC | 1,383 | $173.9K | 0.12% | +1,383 | New |
| Silvant Capital Management LLC | 1,357 | $170.6K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,316 | $165.4K | 0.01% | +1,316 | New |
| Royal Fund Management, LLC | 1,314 | $165.2K | 0.02% | −1,314−50.0% | Reduced |
| Optimum Investment Advisors | 1,300 | $163.4K | 0.07% | −1,750−57.4% | Reduced |
| West Branch Capital LLC | 1,295 | $162.8K | 0.05% | +972+300.9% | Added |
| Global Financial Private Client, LLC | 1,295 | $162.8K | 0.06% | +15+1.2% | Added |
| BTG Pactual Asset Management US LLC | 1,257 | $158.0K | 0.02% | +1,257 | New |
| Silver Oak Securities, Inc | 1,238 | $155.6K | 0.01% | +1,238 | New |
| Resources Management Corp | 1,215 | $153.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,213 | $152.4K | 0.02% | −40−3.2% | Reduced |
| West Paces Advisors Inc. | 1,210 | $152.1K | 0.04% | 00.0% | Unchanged |
| XY Capital Ltd | 1,206 | $151.6K | 0.17% | +1,206 | New |
| Atlantic Trust, LLC | 1,200 | $150.9K | 0.03% | +1,200 | New |
| Compass Wealth Management LLC | 1,184 | $148.9K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,179 | $148.2K | 0.07% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,170 | $147.1K | 0.13% | +1,170 | New |
| Paladin Advisory Group, LLC | 1,156 | $145.3K | 0.11% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,154 | $145.1K | 0.08% | +1,154 | New |
| Bogart Wealth, LLC | 1,108 | $139.3K | 0.01% | +138+14.2% | Added |
| General Partner, Inc. | 1,107 | $139.2K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,109 | $139.0K | 0.09% | +392+54.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $136.4K | 0.05% | +145+15.4% | Added |
| Millstone Evans Group, LLC | 1,083 | $136.2K | 0.09% | +1,083 | New |
| Sound Income Strategies, LLC | 1,073 | $134.8K | 0.01% | +66+6.6% | Added |
| Decker Retirement Planning Inc. | 1,073 | $134.8K | 0.08% | +1,073 | New |
| PSI Advisors, LLC | 1,068 | $134.3K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,067 | $134.2K | 0.02% | −458−30.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,058 | $133.0K | 0.03% | −10−0.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,044 | $131.3K | 0.06% | +45+4.5% | Added |
| Creekmur Asset Management LLC | 1,027 | $129.1K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,019 | $128.1K | 0.02% | +2+0.2% | Added |
| Tortoise Investment Management, LLC | 1,019 | $128.1K | 0.01% | −182−15.2% | Reduced |
| Accredited Wealth Management, LLC | 1,014 | $127.5K | 0.11% | +1,014 | New |
| Oarsman Capital, Inc. | 1,000 | $125.7K | 0.02% | −47−4.5% | Reduced |
| Tompkins Financial Corp | 1,000 | $125.7K | 0.01% | −30−2.9% | Reduced |
| Monetary Management Group Inc | 1,000 | $125.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $125.7K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $125.7K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $125.7K | 0.06% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $125.7K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 980 | $123.2K | 0.01% | +412+72.5% | Added |
| Dakota Community Bank & Trust NA | 961 | $120.8K | 0.57% | −81−7.8% | Reduced |
| Colonial Trust Co | 955 | $120.1K | 0.02% | +63+7.1% | Added |
| MV Capital Management, Inc. | 919 | $115.5K | 0.01% | −151−14.1% | Reduced |
| Gleason Group, Inc. | 919 | $115.5K | 0.02% | −554−37.6% | Reduced |
| Coppell Advisory Solutions LLC | 910 | $114.9K | 0.02% | +255+38.9% | Added |
| Washington Trust Advisors, Inc. | 898 | $112.9K | 0.01% | +34+3.9% | Added |
| Hollencrest Capital Management | 889 | $111.7K | 0.00% | −152−14.6% | Reduced |
| Farmers & Merchants Investments Inc | 886 | $111.4K | 0.00% | −5−0.6% | Reduced |
| Financial Life Planners | 882 | $110.8K | 0.09% | +882 | New |
| Hartford Financial Management Inc. | 869 | $109.3K | 0.02% | −50−5.4% | Reduced |
| Chesapeake Asset Management LLC | 868 | $109.1K | 0.10% | +770+785.7% | Added |
| Riverview Trust Co | 862 | $108.4K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 862 | $108.4K | 0.00% | +862 | New |
| Cedar Mountain Advisors, LLC | 857 | $107.7K | 0.02% | −28−3.2% | Reduced |
| Atticus Wealth Management, LLC | 850 | $106.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 811 | $102.0K | 0.02% | −66−7.5% | Reduced |
| Park Circle Co | 800 | $100.6K | 0.09% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 796 | $100.1K | 0.03% | +5+0.6% | Added |
| Ameliora Wealth Management Ltd. | 792 | $99.6K | 0.04% | +140+21.5% | Added |
| HHM Wealth Advisors, LLC | 787 | $98.9K | 0.01% | +46+6.2% | Added |
| VSM Wealth Advisory, LLC | 779 | $97.9K | 0.03% | +779 | New |
| Pension & Wealth Management Advisors, Inc. | 772 | $97.1K | 0.04% | +97+14.4% | Added |
| Wintrust Investments LLC | 773 | $97.0K | 0.09% | −635−45.1% | Reduced |
| Trust Co | 755 | $94.9K | 0.01% | +755 | New |
| Kestra Investment Management, LLC | 741 | $93.2K | 0.00% | +741 | New |
| Banque Transatlantique SA | 730 | $91.3K | 0.00% | +730 | New |
| Cranbrook Wealth Management, LLC | 723 | $90.9K | 0.02% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 720 | $90.5K | 0.04% | +25+3.6% | Added |
| Twin Lakes Capital Management, LLC | 720 | $90.5K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 713 | $89.8K | 0.02% | +5+0.7% | Added |