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
- 2,118
- +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
- 792 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 |
|---|---|---|---|---|---|
| MAI Capital Management | 165,784 | $20.8M | 0.16% | −2,170−1.3% | Reduced |
| Mercer Global Advisors Inc | 165,581 | $20.8M | 0.05% | −16,222−8.9% | Reduced |
| Daiwa Securities Group Inc. | 164,459 | $20.7M | 0.09% | −2,617−1.6% | Reduced |
| Ethic Inc. | 162,269 | $20.4M | 0.41% | +42,743+35.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 160,768 | $20.2M | 0.21% | +15,801+10.9% | Added |
| Pittenger & Anderson Inc | 159,667 | $20.1M | 0.73% | +1,679+1.1% | Added |
| Captrust Financial Advisors | 158,299 | $19.9M | 0.06% | +35,399+28.8% | Added |
| Blair William & Co | 157,512 | $19.8M | 0.06% | −1,852−1.2% | Reduced |
| Generali Asset Management SPA SGR | 157,088 | $19.7M | 0.50% | +157,088 | New |
| DJE Kapital AG | 157,593 | $19.7M | 0.46% | +157,593 | New |
| Twin Tree Management, LP | 156,579 | $19.7M | 0.48% | +55,170+54.4% | Added |
| Brown Advisory Inc | 156,277 | $19.6M | 0.02% | +1,346+0.9% | Added |
| Prudential PLC | 155,937 | $19.6M | 0.10% | −3,765−2.4% | Reduced |
| Appleton Partners Inc | 153,040 | $19.2M | 1.42% | −4,692−3.0% | Reduced |
| Wesbanco Bank Inc | 152,289 | $19.1M | 0.65% | −8,169−5.1% | Reduced |
| Gamco Investors, Inc. Et Al | 150,792 | $19.0M | 0.20% | −10,895−6.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 148,683 | $18.8M | 0.20% | −54,300−26.8% | Reduced |
| Fred Alger Management, LLC | 149,333 | $18.8M | 0.09% | −763−0.5% | Reduced |
| Nissay Asset Management Corp | 147,993 | $18.8M | 0.11% | −513−0.3% | Reduced |
| Glenmede Trust Co NA | 149,129 | $18.7M | 0.10% | −1,842−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 148,230 | $18.6M | 0.06% | +3,269+2.3% | Added |
| CWM, LLC | 146,218 | $18.4M | 0.08% | +8,978+6.5% | Added |
| Telos Capital Management, Inc. | 145,251 | $18.3M | 1.95% | −7,489−4.9% | Reduced |
| Jefferies Financial Group Inc. | 144,900 | $18.2M | 0.20% | +138,685+2,231.5% | Added |
| Bokf, NA | 147,555 | $18.2M | 0.31% | −2,526−1.7% | Reduced |
| Magellan Asset Management Ltd | 143,248 | $18.0M | 0.20% | +143,248 | New |
| Boston Common Asset Management, LLC | 142,387 | $17.9M | 0.52% | +24,554+20.8% | Added |
| State of Alaska, Department of Revenue | 141,494 | $17.8M | 0.20% | −9,168−6.1% | Reduced |
| Ninety One UK Ltd | 140,961 | $17.7M | 0.05% | −13,020−8.5% | Reduced |
| FineMark National Bank & Trust | 140,734 | $17.7M | 0.62% | −17,553−11.1% | Reduced |
| Argent Trust Co | 137,942 | $17.3M | 0.71% | −361−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 139,210 | $17.3M | 0.07% | +38,325+38.0% | Added |
| Kestra Private Wealth Services, LLC | 136,084 | $17.1M | 0.29% | +7,226+5.6% | Added |
| Mediolanum International Funds Ltd | 132,977 | $16.7M | 0.22% | +26,518+24.9% | Added |
| Pacer Advisors, Inc. | 132,511 | $16.7M | 0.04% | +39,594+42.6% | Added |
| JustInvest LLC | 132,217 | $16.6M | 0.25% | +7,677+6.2% | Added |
| Nexus Investment Management ULC | 132,027 | $16.6M | 1.66% | −50,000−27.5% | Reduced |
| HRT Financial LP | 129,569 | $16.3M | 0.08% | +129,569 | New |
| Quantinno Capital Management LP | 128,549 | $16.2M | 0.16% | +28,554+28.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 126,809 | $15.9M | 0.05% | +514+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 126,458 | $15.9M | 0.01% | +2,443+2.0% | Added |
| Wealthfront Advisers LLC | 123,236 | $15.5M | 0.05% | +9,710+8.6% | Added |
| Janney Capital Management LLC | 121,007 | $15.2M | 1.01% | −26,341−17.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,905 | $15.2M | 0.05% | +15,142+14.3% | Added |
| Grassi Investment Management | 120,750 | $15.2M | 1.30% | 00.0% | Unchanged |
| Scotia Capital Inc. | 120,742 | $15.2M | 0.08% | +25,529+26.8% | Added |
| Vestor Capital, LLC | 120,145 | $15.1M | 1.15% | −763−0.6% | Reduced |
| Optiver Holding B.V. | 119,798 | $15.1M | 0.49% | −262,034−68.6% | Reduced |
| Oppenheimer & Co Inc | 119,543 | $15.0M | 0.22% | −4,010−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 120,200 | $15.0M | 0.02% | +7,407+6.6% | Added |
| Two Sigma Investments, LP | 118,947 | $15.0M | 0.03% | +96,347+426.3% | Added |
| Guggenheim Capital LLC | 118,321 | $14.9M | 0.12% | +3,175+2.8% | Added |
| Pacific Heights Asset Management LLC | 460,000 | $14.9M | 1.03% | +275,000+148.6% | Added |
| Nixon Peabody Trust Co | 117,884 | $14.8M | 1.22% | +2,200+1.9% | Added |
| Mizuho Securities USA LLC | 117,571 | $14.8M | 0.27% | +36,790+45.5% | Added |
| Capital Analysts, LLC | 115,355 | $14.5M | 0.58% | +904+0.8% | Added |
| Level Four Advisory Services, LLC | 113,370 | $14.3M | 0.58% | +4,007+3.7% | Added |
| Lighthouse Investment Partners, LLC | 112,096 | $14.1M | 0.55% | +112,096 | New |
| Dai-Ichi Life Insurance Company, Ltd | 111,747 | $14.0M | 0.39% | −16,395−12.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 111,334 | $14.0M | 0.06% | −274,453−71.1% | Reduced |
| Elo Mutual Pension Insurance Co | 110,733 | $13.9M | 0.30% | −5,108−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 110,257 | $13.9M | 0.09% | +2,260+2.1% | Added |
| GWM Advisors LLC | 109,917 | $13.8M | 0.08% | +1,882+1.7% | Added |
| Oak Harvest Investment Services | 107,830 | $13.6M | 1.89% | −33,184−23.5% | Reduced |
| Intech Investment Management LLC | 107,170 | $13.5M | 0.13% | +56,916+113.3% | Added |
| Oregon Public Employees Retirement Fund | 106,375 | $13.4M | 0.25% | −257−0.2% | Reduced |
| Atria Investments LLC | 105,295 | $13.2M | 0.16% | −568−0.5% | Reduced |
| Kestra Advisory Services, LLC | 105,192 | $13.2M | 0.07% | −4,960−4.5% | Reduced |
| New Republic Capital, LLC | 102,376 | $12.9M | 8.41% | +77+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 102,191 | $12.8M | 0.07% | +31,553+44.7% | Added |
| BTC Capital Management, Inc. | 101,107 | $12.7M | 1.18% | −5,705−5.3% | Reduced |
| Achmea Investment Management B.V. | 100,219 | $12.6M | 0.21% | −7,477−6.9% | Reduced |
| Greystone Financial Group, LLC | 99,906 | $12.6M | 2.18% | −13,367−11.8% | Reduced |
| Stonegate Investment Group, LLC | 99,413 | $12.5M | 0.33% | +526+0.5% | Added |
| Illinois Municipal Retirement Fund | 99,229 | $12.5M | 0.18% | +4,767+5.0% | Added |
| Ieq Capital, LLC | 98,811 | $12.4M | 0.12% | −18,213−15.6% | Reduced |
| DuPont Capital Management Corp | 98,741 | $12.4M | 1.16% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 97,023 | $12.2M | 1.23% | +3,735+4.0% | Added |
| Calamos Wealth Management LLC | 96,734 | $12.2M | 0.61% | +14,933+18.3% | Added |
| Lyell Wealth Management, LP | 96,300 | $12.1M | 1.09% | +1,159+1.2% | Added |
| Gulf International Bank (UK) Ltd | 95,216 | $12.0M | 0.30% | −1,085−1.1% | Reduced |
| Viking Fund Management LLC | 95,000 | $11.9M | 1.86% | −5,000−5.0% | Reduced |
| Howe & Rusling Inc | 93,483 | $11.8M | 1.01% | −2,459−2.6% | Reduced |
| Avanza Fonder AB | 93,472 | $11.8M | 0.35% | +93,472 | New |
| Kinneret Advisory, LLC | 92,611 | $11.6M | 1.10% | −4,314−4.5% | Reduced |
| F/M Investments LLC | 92,073 | $11.6M | 0.43% | −10,748−10.5% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $11.6M | 0.94% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 90,166 | $11.3M | 0.77% | +303+0.3% | Added |
| La Banque Postale Asset Management SA | 89,881 | $11.3M | 0.15% | +65,836+273.8% | Added |
| Earnest Partners LLC | 89,741 | $11.3M | 0.05% | −18,325−17.0% | Reduced |
| Banque Pictet & Cie SA | 89,559 | $11.3M | 0.11% | −4,919−5.2% | Reduced |
| Eagle Capital Management LLC | 89,438 | $11.2M | 0.04% | −1,296−1.4% | Reduced |
| Cornerstone Advisors, LLC | 88,800 | $11.2M | 0.44% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 88,497 | $11.1M | 0.11% | −939−1.0% | Reduced |
| Orion Portfolio Solutions, LLC | 88,497 | $11.1M | 0.11% | −939−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 88,392 | $11.1M | 0.71% | −811−0.9% | Reduced |
| Allianz SE | 87,997 | $11.1M | 0.29% | +2,620+3.1% | Added |
| Intact Investment Management Inc. | 87,900 | $11.1M | 0.39% | −21,900−19.9% | Reduced |
| Kentucky Retirement Systems | 85,607 | $10.8M | 0.32% | −1,179−1.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 83,708 | $10.5M | 1.08% | −1,278−1.5% | Reduced |