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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.

Institutional holdersQ4 2024: 2,117 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2024: $170.9B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2024.

Institutions holding MS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Eukles Asset Management698$87.8K0.04%00.0%Unchanged
JFS Wealth Advisors, LLC678$85.2K0.01%+4+0.6%Added
Fortitude Family Office, LLC671$84.4K0.03%+13+2.0%Added
Hager Investment Management Services, LLC670$84.2K0.05%+670New
CoreFirst Bank & Trust661$83.1K0.05%00.0%Unchanged
Evelyn Partners Asset Management Ltd653$82.1K0.02%+653New
Union Savings Bank649$81.6K0.04%00.0%Unchanged
Capula Management Ltd627$78.8K0.00%−793−55.8%Reduced
Plante Moran Financial Advisors, LLC625$78.6K0.01%−58−8.5%Reduced
Bell Investment Advisors, Inc601$75.6K0.01%−4−0.7%Reduced
Semmax Financial Advisors Inc.544$74.9K0.02%+25+4.8%Added
Human Investing LLC589$74.1K0.01%+589New
TSFG, LLC591$74.0K0.02%−8−1.3%Reduced
Osterweis Capital Management Inc587$73.8K0.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.585$73.5K0.06%+585New
Eagle Bay Advisors LLC582$73.1K0.05%−64−9.9%Reduced
Horrell Capital Management, Inc.583$73.0K0.02%00.0%Unchanged
MeadowBrook Investment Advisors LLC575$72.3K0.06%00.0%Unchanged
First United Bank Trust568$71.4K0.03%00.0%Unchanged
BFSG, LLC560$70.4K0.01%00.0%Unchanged
R Squared Ltd560$70.4K0.07%+560New
Tobam556$70.0K0.02%−208−27.2%Reduced
Marshall & Sterling Wealth Advisors Inc.548$68.9K0.05%+548New
Ogorek Anthony Joseph547$68.0K0.02%−90−14.1%Reduced
WPG Advisers, LLC535$67.3K0.06%+535New
Empirical Asset Management, LLC11,142$66.7K0.02%+11,142New
Sierra Ocean, LLC510$64.2K0.05%+510New
Sittner & Nelson, LLC510$64.1K0.03%00.0%Unchanged
Murphy & Mullick Capital Management Corp507$63.7K0.06%+507New
Aviso Financial Inc.500$62.9K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.500$62.9K0.05%+500New
Mark Sheptoff Financial Planning, LLC496$62.4K0.03%00.0%Unchanged
Activest Wealth Management491$61.7K0.02%+6+1.2%Added
Modus Advisors, LLC482$60.5K0.02%+482New
Prestige Wealth Management Group LLC470$59.1K0.01%00.0%Unchanged
Accordant Advisory Group Inc470$59.1K0.06%00.0%Unchanged
Richardson Financial Services Inc.465$58.5K0.04%+62+15.4%Added
Schonfeld Strategic Advisors LLC462$58.1K0.00%−3,646−88.8%Reduced
Creative Financial Designs Inc456$57.3K0.00%+22+5.1%Added
FSA Wealth Management LLC449$56.5K0.02%−508−53.1%Reduced
Provenance Wealth Advisors, LLC443$55.7K0.01%00.0%Unchanged
WR Wealth Planners, LLC410$51.6K0.02%−78−16.0%Reduced
Wellington Shields & Co., LLC409$51.4K0.02%−266−39.4%Reduced
Friedenthal Financial407$51.2K0.03%+407New
Coastal Investment Advisors, Inc.406$51.1K0.02%−444−52.2%Reduced
Flagship Wealth Advisors, LLC396$49.8K0.03%+396New
DiNuzzo Private Wealth, Inc.393$49.4K0.01%00.0%Unchanged
Talon Private Wealth, LLC386$48.5K0.01%+366+1,830.0%Added
Roxbury Financial LLC365$48.1K0.05%+365New
Moisand Fitzgerald Tamayo, LLC377$47.4K0.01%+8+2.2%Added
Painted Porch Advisors LLC368$46.3K0.02%+51+16.1%Added
Park Square Financial Group, LLC363$45.7K0.03%+363New
Essex Investment Management Co LLC363$45.6K0.01%00.0%Unchanged
ESL Trust Services, LLC360$45.3K0.01%+360New
TFC Financial Management344$43.3K0.01%−79−18.7%Reduced
DHJJ Financial Advisors, Ltd.338$42.5K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC330$41.5K0.00%+313+1,841.2%Added
Laurel Wealth Advisors LLC323$40.6K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.311$39.0K0.00%00.0%Unchanged
Meeder Asset Management Inc310$39.0K0.00%−18−5.5%Reduced
Byrne Asset Management LLC309$38.8K0.03%00.0%Unchanged
Transce3nd, LLC302$38.0K0.01%+302New
Maryland Capital Advisors Inc.300$37.7K0.02%00.0%Unchanged
UMA Financial Services, Inc.293$36.9K0.01%+293New
Quarry LP289$36.3K0.01%+289New
Miller Wealth Advisors, LLC285$35.8K0.02%00.0%Unchanged
Financial Network Wealth Advisors LLC281$35.3K0.07%−264−48.4%Reduced
Stonebridge Financial Group, LLC281$35.3K0.00%+281New
Medallion Wealth Advisors, LLC283$35.1K0.02%+283New
Crowley Wealth Management, Inc.273$34.3K0.03%+273New
Wood Tarver Financial Group, LLC275$34.0K0.01%+275New
Davis Capital Management268$33.7K0.03%00.0%Unchanged
Bank & Trust Co265$33.3K0.03%00.0%Unchanged
Ancora Advisors, LLC264$33.2K0.00%+135+104.7%Added
Hilltop National Bank259$32.6K0.01%00.0%Unchanged
Solstein Capital, LLC256$32.2K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC255$32.1K0.01%00.0%Unchanged
Curio Wealth, LLC250$31.4K0.02%+250New
Main Street Group, LTD239$30.0K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.228$28.7K0.03%+228New
Glass Jacobson Investment Advisors llc227$28.6K0.01%+41+22.0%Added
FLP Wealth Management, LLC225$28.3K0.07%+225New
Ruedi Wealth Management, Inc.221$27.8K0.01%00.0%Unchanged
IAG Wealth Partners, LLC219$27.5K0.00%+219New
Farmers & Merchants Trust Co of Chambersburg PA210$26.0K0.01%00.0%Unchanged
Estabrook Capital Management200$25.1K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC200$25.1K0.02%00.0%Unchanged
Minot DeBlois Advisors LLC200$25.1K0.02%+200New
Peoples Bank200$25.1K0.02%+200New
Bare Financial Services, Inc199$25.0K0.01%00.0%Unchanged
Close Asset Management Ltd200$25.0K0.00%00.0%Unchanged
Abound Wealth Management193$24.3K0.01%+4+2.1%Added
Kathleen S. Wright Associates Inc.192$24.1K0.01%00.0%Unchanged
Noble Wealth Management PBC189$23.8K0.02%+189New
Archer Investment Corp189$23.7K0.01%+2+1.1%Added
Dunhill Financial, LLC187$23.6K0.01%+71+61.2%Added
Evelyn Partners Investment Management Services Ltd185$23.3K0.00%+185New
Broadwater Capital Management LLC183$23.0K0.02%00.0%Unchanged
Silicon Valley Capital Partners183$23.0K0.00%+1+0.5%Added
Iron Horse Wealth Management, LLC182$22.9K0.01%00.0%Unchanged