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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 81,944 | $10.3M | 0.12% | +8,072+10.9% | Added |
| Toroso Investments, LLC | 81,017 | $10.2M | 0.08% | −4,429−5.2% | Reduced |
| Advocate Group LLC | 80,816 | $10.2M | 1.91% | −3,549−4.2% | Reduced |
| LMCG Investments, LLC | 80,790 | $10.2M | 0.62% | +47,544+143.0% | Added |
| McGuire Investment Group, LLC | 80,017 | $10.1M | 1.45% | −155−0.2% | Reduced |
| Financial Counselors Inc | 79,988 | $10.1M | 0.15% | −8,291−9.4% | Reduced |
| Baxter Bros Inc | 79,849 | $10.0M | 1.31% | +1,432+1.8% | Added |
| Massmutual Trust Co FSB | 79,624 | $10.0M | 0.28% | +26,182+49.0% | Added |
| CTC LLC | 79,464 | $9.99M | 1.01% | +44,645+128.2% | Added |
| Avitas Wealth Management LLC | 79,237 | $9.96M | 1.38% | +557+0.7% | Added |
| Tower Research Capital LLC (TRC) | 78,806 | $9.91M | 0.20% | +36,496+86.3% | Added |
| German American Bancorp, Inc. | 78,600 | $9.88M | 1.03% | +1,180+1.5% | Added |
| General Pension Society PZU Joint Stock Co | 77,869 | $9.79M | 3.00% | −19,500−20.0% | Reduced |
| Omers Administration Corp | 77,441 | $9.74M | 0.09% | +12,088+18.5% | Added |
| NEOS Investment Management LLC | 77,391 | $9.73M | 0.23% | +18,565+31.6% | Added |
| Empowered Funds, LLC | 77,156 | $9.70M | 0.14% | +11,249+17.1% | Added |
| Socorro Asset Management LP | 77,029 | $9.68M | 3.79% | 00.0% | Unchanged |
| Hartford Investment Management Co | 76,775 | $9.65M | 0.32% | −1,630−2.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,270 | $9.59M | 3.28% | −719−0.9% | Reduced |
| Flputnam Investment Management Co | 76,125 | $9.57M | 0.17% | +2,572+3.5% | Added |
| Lido Advisors, LLC | 75,456 | $9.49M | 0.06% | +6,207+9.0% | Added |
| Woodline Partners LP | 74,497 | $9.37M | 0.06% | +74,497 | New |
| Hourglass Capital, LLC | 74,452 | $9.36M | 2.58% | −920−1.2% | Reduced |
| Liontrust Investment Partners LLP | 74,055 | $9.31M | 0.13% | +4,055+5.8% | Added |
| D.A. Davidson & Co. | 73,969 | $9.30M | 0.08% | −8,331−10.1% | Reduced |
| Leuthold Group, LLC | 73,963 | $9.30M | 1.12% | −2,560−3.3% | Reduced |
| Private Advisor Group, LLC | 72,286 | $9.09M | 0.05% | −1,119−1.5% | Reduced |
| Greenwood Capital Associates LLC | 72,103 | $9.06M | 1.18% | −2,873−3.8% | Reduced |
| Foundations Investment Advisors, LLC | 71,945 | $9.04M | 0.17% | +10,565+17.2% | Added |
| Orbis Allan Gray Ltd | 71,672 | $9.01M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 71,365 | $8.97M | 0.08% | +5,038+7.6% | Added |
| Advisors Asset Management, Inc. | 71,352 | $8.97M | 0.17% | −10,614−12.9% | Reduced |
| Cyrus J. Lawrence, LLC | 70,698 | $8.89M | 1.72% | −411−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 70,500 | $8.86M | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 70,120 | $8.82M | 0.42% | −7,971−10.2% | Reduced |
| iA Global Asset Management Inc. | 69,940 | $8.79M | 0.15% | +67,490+2,754.7% | Added |
| Burns J W & Co Inc | 69,537 | $8.74M | 1.12% | −1,566−2.2% | Reduced |
| DCM Advisors, LLC | 69,523 | $8.72M | 4.09% | +3,561+5.4% | Added |
| Hudson Valley Investment Advisors Inc | 69,237 | $8.70M | 0.99% | −5,723−7.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,786 | $8.52M | 1.98% | +752+1.1% | Added |
| Montag A & Associates Inc | 67,550 | $8.49M | 0.40% | −546−0.8% | Reduced |
| Hartline Investment Corp | 67,466 | $8.48M | 0.97% | +292+0.4% | Added |
| Baugh & Associates, LLC | 69,651 | $8.45M | 4.38% | −134−0.2% | Reduced |
| GLOBALT Investments LLC | 67,094 | $8.44M | 0.32% | −968−1.4% | Reduced |
| Thrivent Financial for Lutherans | 66,361 | $8.39M | 0.02% | −510−0.8% | Reduced |
| Louisiana State Employees Retirement System | 66,700 | $8.39M | 0.16% | −3,400−4.9% | Reduced |
| Securian Asset Management, Inc | 66,670 | $8.38M | 0.24% | −2,230−3.2% | Reduced |
| Tradewinds, LLC. | 60,918 | $8.34M | 2.32% | +3,104+5.4% | Added |
| Hennessy Advisors Inc | 66,000 | $8.30M | 0.25% | −3,500−5.0% | Reduced |
| Albion Financial Group | 65,279 | $8.21M | 0.56% | −1,188−1.8% | Reduced |
| Heritage Trust Co | 64,784 | $8.14M | 0.96% | +64,784 | New |
| Loomis Sayles & Co L P | 64,552 | $8.12M | 0.01% | +10,056+18.5% | Added |
| Amica Mutual Insurance Co | 64,280 | $8.08M | 0.83% | −8,755−12.0% | Reduced |
| NatWest Group plc | 64,049 | $8.05M | 2.38% | +64,049 | New |
| Iowa State Bank | 63,572 | $7.99M | 1.66% | −2,678−4.0% | Reduced |
| Coldstream Capital Management Inc | 63,416 | $7.97M | 0.17% | +2,315+3.8% | Added |
| Verition Fund Management LLC | 63,084 | $7.93M | 0.04% | +55,066+686.8% | Added |
| Voleon Capital Management LP | 62,856 | $7.90M | 0.59% | +62,856 | New |
| Maryland State Retirement & Pension System | 62,448 | $7.85M | 0.17% | −4,503−6.7% | Reduced |
| Caisse des Depots Et Consignations | 62,199 | $7.82M | 0.38% | +62,199 | New |
| Private Wealth Partners, LLC | 61,971 | $7.79M | 0.60% | −424−0.7% | Reduced |
| Nomura Holdings Inc | 61,726 | $7.76M | 0.04% | −42,555−40.8% | Reduced |
| White Pine Investment CO | 61,270 | $7.70M | 2.08% | −2,685−4.2% | Reduced |
| Oliver Luxxe Assets LLC | 73,783 | $7.69M | 1.39% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 61,131 | $7.69M | 1.51% | +78+0.1% | Added |
| Spectrum Wealth Counsel, LLC | 61,080 | $7.68M | 0.90% | +235+0.4% | Added |
| Cinctive Capital Management LP | 60,632 | $7.62M | 0.41% | +60,632 | New |
| Sequoia Financial Advisors, LLC | 60,148 | $7.56M | 0.07% | +2,215+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 59,434 | $7.48M | 0.09% | +12,058+25.5% | Added |
| New Mexico Educational Retirement Board | 59,410 | $7.47M | 0.25% | −1,800−2.9% | Reduced |
| Cunning Capital Partners, LP | 58,878 | $7.40M | 4.57% | 00.0% | Unchanged |
| Becker Capital Management Inc | 58,621 | $7.37M | 0.24% | −280.0% | Reduced |
| AustralianSuper Pty Ltd | 57,847 | $7.27M | 0.03% | +8,245+16.6% | Added |
| Assenagon Asset Management S.A. | 57,426 | $7.22M | 0.01% | −4,841−7.8% | Reduced |
| Synovus Financial Corp | 56,909 | $7.16M | 0.09% | −2,849−4.8% | Reduced |
| Worldquant Millennium Advisors LLC | 56,653 | $7.12M | 0.05% | −50,766−47.3% | Reduced |
| Norinchukin Bank, The | 56,272 | $7.07M | 0.15% | +4,761+9.2% | Added |
| ING Groep NV | 56,065 | $7.05M | 0.05% | +24,477+77.5% | Added |
| E. Ohman J:or Asset Management AB | 55,806 | $7.02M | 0.16% | +7,480+15.5% | Added |
| Geller Advisors LLC | 55,388 | $6.96M | 0.46% | −100−0.2% | Reduced |
| PGGM Investments | 55,026 | $6.92M | 0.09% | +29,827+118.4% | Added |
| Citizens Financial Group Inc | 55,020 | $6.92M | 0.13% | +9,876+21.9% | Added |
| Core Alternative Capital | 54,722 | $6.88M | 1.44% | −15,727−22.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,633 | $6.87M | 0.11% | +200+0.4% | Added |
| Marvin & Palmer Associates Inc | 54,377 | $6.84M | 5.22% | +54,377 | New |
| Essential Planning, LLC. | 55,120 | $6.77M | 0.04% | +55,120 | New |
| Huntington National Bank | 53,698 | $6.75M | 0.05% | −1,410−2.6% | Reduced |
| Vinva Investment Management Ltd | 53,469 | $6.72M | 0.26% | +2,819+5.6% | Added |
| Aureus Asset Management, LLC | 53,417 | $6.72M | 0.43% | −3,742−6.5% | Reduced |
| Crestline Management, LP | 53,364 | $6.71M | 0.23% | +51,438+2,670.7% | Added |
| Metis Global Partners, LLC | 53,351 | $6.71M | 0.20% | +1,152+2.2% | Added |
| Xcel Wealth Management, LLC | 53,005 | $6.66M | 1.85% | −5,110−8.8% | Reduced |
| Ballentine Partners, LLC | 52,849 | $6.64M | 0.11% | +2,094+4.1% | Added |
| Parallel Advisors, LLC | 52,677 | $6.62M | 0.15% | +363+0.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,543 | $6.61M | 1.92% | +210+0.4% | Added |
| HighPoint Advisor Group LLC | 48,422 | $6.58M | 0.36% | +272+0.6% | Added |
| Abn Amro Investment Solutions | 51,997 | $6.54M | 0.12% | +11,298+27.8% | Added |
| Old Second National Bank of Aurora | 51,945 | $6.53M | 1.48% | −1,320−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 51,873 | $6.52M | 0.07% | −26,272−33.6% | Reduced |
| Consolidated Investment Group LLC | 51,600 | $6.49M | 0.91% | 00.0% | Unchanged |