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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $2.01K | 0.00% | +16 | New |
| Kessler Investment Group, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 15 | $1.89K | 0.00% | +15 | New |
| Parkworth Wealth Management, Inc. | 11 | $1.38K | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $1.26K | 0.00% | −30−75.0% | Reduced |
| JDM Financial Group LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.18K | 0.00% | −349−97.5% | Reduced |
| State of Wyoming | 7 | $880 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 6 | $754 | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 5 | $638 | 0.00% | +5 | New |
| CGC Financial Services, LLC | 5 | $629 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $503 | 0.00% | +4 | New |
| Parallax Volatility Advisers, L.P. | 3 | $377 | 0.00% | +3 | New |
| REAP Financial Group, LLC | 1 | $63 | 0.00% | −140−99.3% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −969,611−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −757,783−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −435,373−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −360,042−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −237,080−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −173,121−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −169,357−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −137,400−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −114,067−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −96,661−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −64,353−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −52,465−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −49,674−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −42,459−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −33,754−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −30,162−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −28,461−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −26,471−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,740−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −23,480−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −19,486−100.0% | Sold out |
| Granger Management LLC | 0 | $0 | 0.00% | −18,336−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,280−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −12,911−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,237−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,954−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −9,871−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,222−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −9,164−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,235−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Auto-Owners Insurance Co | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −7,254−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,070−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |