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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 51,109 | $6.43M | 1.27% | −586−1.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 51,001 | $6.41M | 0.38% | +51,001 | New |
| Perigon Wealth Management, LLC | 46,862 | $6.36M | 0.16% | +19,385+70.5% | Added |
| First Hawaiian Bank | 49,518 | $6.23M | 0.20% | −6,146−11.0% | Reduced |
| Simon Quick Advisors, LLC | 49,247 | $6.19M | 0.37% | +776+1.6% | Added |
| First Manhattan Co | 49,144 | $6.18M | 0.02% | +1,753+3.7% | Added |
| Summit Financial, LLC | 49,065 | $6.17M | 0.22% | −353−0.7% | Reduced |
| HB Wealth Management, LLC | 48,829 | $6.14M | 0.06% | −1,941−3.8% | Reduced |
| Elk River Wealth Management, LLC | 48,540 | $6.10M | 1.10% | −609−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 48,383 | $6.08M | 0.07% | +2,315+5.0% | Added |
| Jupiter Wealth Management LLC | 48,226 | $6.06M | 3.04% | +2,298+5.0% | Added |
| Joel Isaacson & Co., LLC | 48,030 | $6.04M | 0.27% | +235+0.5% | Added |
| CAPROCK Group, Inc. | 47,921 | $6.02M | 0.20% | +47,921 | New |
| Glenview Trust Co | 47,793 | $6.01M | 0.11% | −92−0.2% | Reduced |
| Castleark Management LLC | 45,900 | $5.77M | 0.20% | −35,920−43.9% | Reduced |
| Bradyco, Inc. | 45,328 | $5.70M | 3.52% | +45,328 | New |
| Jupiter Asset Management Ltd | 45,228 | $5.69M | 0.06% | +45,228 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 45,223 | $5.69M | 0.53% | −30−0.1% | Reduced |
| First National Trust Co | 45,147 | $5.68M | 0.21% | +10,188+29.1% | Added |
| Trajan Wealth LLC | 45,089 | $5.67M | 0.31% | −3,648−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 45,036 | $5.66M | 0.18% | −1,363−2.9% | Reduced |
| Tiaa Trust, National Association | 44,992 | $5.66M | 0.02% | −1,954−4.2% | Reduced |
| Linscomb & Williams, Inc. | 44,742 | $5.62M | 0.28% | +277+0.6% | Added |
| Capital International Sarl | 44,616 | $5.61M | 0.13% | +3,630+8.9% | Added |
| Empirical Finance, LLC | 44,285 | $5.57M | 0.32% | −670−1.5% | Reduced |
| RSM US Wealth Management LLC | 44,105 | $5.55M | 0.08% | −78,561−64.0% | Reduced |
| SkyOak Wealth, LLC | 43,750 | $5.50M | 1.18% | −829−1.9% | Reduced |
| Independent Advisor Alliance | 43,286 | $5.44M | 0.07% | +7,069+19.5% | Added |
| Tudor Investment Corp Et Al | 42,817 | $5.38M | 0.06% | −109,176−71.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 42,411 | $5.33M | 0.40% | +4,794+12.7% | Added |
| First National Bank of Omaha | 42,398 | $5.33M | 0.35% | −1,610−3.7% | Reduced |
| Highland Capital Management, LLC | 42,364 | $5.33M | 0.30% | +4,561+12.1% | Added |
| Hilltop Holdings Inc. | 42,288 | $5.32M | 0.34% | +2,110+5.3% | Added |
| Plato Investment Management Ltd | 41,911 | $5.29M | 0.39% | +4,430+11.8% | Added |
| Lincluden Management Ltd | 41,497 | $5.22M | 0.63% | −3,360−7.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,263 | $5.19M | 1.07% | −1,273−3.0% | Reduced |
| Cresset Asset Management, LLC | 41,048 | $5.16M | 0.02% | −74,945−64.6% | Reduced |
| Occidental Asset Management, LLC | 40,671 | $5.11M | 0.80% | +1,310+3.3% | Added |
| Geneos Wealth Management Inc. | 40,355 | $5.07M | 0.18% | +875+2.2% | Added |
| Sterling Capital Management LLC | 40,273 | $5.06M | 0.07% | −6,826−14.5% | Reduced |
| Roanoke Asset Management Corp | 40,068 | $5.04M | 1.62% | −800−2.0% | Reduced |
| Alpha DNA Investment Management LLC | 39,921 | $5.02M | 2.74% | +21,090+112.0% | Added |
| United Capital Financial Advisers, LLC | 39,790 | $5.00M | 0.04% | +337+0.9% | Added |
| Jones Financial Companies LLLP | 39,739 | $5.00M | 0.00% | +13,711+52.7% | Added |
| Cypress Financial Planning LLC | 39,448 | $4.96M | 1.82% | +130.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,386 | $4.95M | 0.11% | −96−0.2% | Reduced |
| Laurion Capital Management LP | 39,314 | $4.94M | 0.31% | +39,314 | New |
| Mirabaud & Cie SA | 39,247 | $4.93M | 1.59% | +39,247 | New |
| Cullinan Associates Inc | 39,193 | $4.93M | 0.32% | −6,290−13.8% | Reduced |
| Wolverine Asset Management LLC | 39,021 | $4.91M | 0.09% | +39,021 | New |
| Stock Yards Bank & Trust Co | 38,993 | $4.90M | 0.17% | −1,520−3.8% | Reduced |
| Hodges Capital Management Inc. | 38,380 | $4.83M | 0.29% | −6,004−13.5% | Reduced |
| Torray LLC | 38,238 | $4.81M | 0.69% | −10,249−21.1% | Reduced |
| Mayflower Financial Advisors, LLC | 38,226 | $4.81M | 0.72% | −809−2.1% | Reduced |
| Frank, Rimerman Advisors LLC | 38,031 | $4.78M | 0.35% | +246+0.7% | Added |
| Logan Capital Management Inc | 37,991 | $4.78M | 0.20% | −299−0.8% | Reduced |
| Zions Bancorporation, N.A. | 37,728 | $4.74M | 0.30% | −4,149−9.9% | Reduced |
| Westpac Banking Corp | 37,709 | $4.74M | 0.31% | +19,185+103.6% | Added |
| Adell Harriman & Carpenter Inc | 37,554 | $4.72M | 0.33% | −1,019−2.6% | Reduced |
| City Holding Co | 37,414 | $4.70M | 0.67% | −201−0.5% | Reduced |
| Savant Capital, LLC | 37,404 | $4.70M | 0.04% | −228−0.6% | Reduced |
| Brentview Investment Management LLC | 37,154 | $4.67M | 2.65% | +37,154 | New |
| Financial Advisory Partners, LLC | 36,964 | $4.65M | 1.54% | −213−0.6% | Reduced |
| S&CO Inc | 36,747 | $4.62M | 0.31% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 36,714 | $4.62M | 0.65% | +3,471+10.4% | Added |
| First National Advisers, LLC | 36,489 | $4.59M | 0.74% | +1,557+4.5% | Added |
| Raiffeisen Bank International AG | 36,271 | $4.56M | 0.07% | +36,271 | New |
| Integrated Wealth Concepts LLC | 36,221 | $4.55M | 0.05% | +1,096+3.1% | Added |
| Patten & Patten Inc | 36,174 | $4.55M | 0.30% | −680−1.8% | Reduced |
| Sandy Cove Advisors, LLC | 35,973 | $4.52M | 1.78% | +141+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 35,921 | $4.52M | 0.16% | +2,295+6.8% | Added |
| Allstate Corp | 35,918 | $4.52M | 0.13% | +35,918 | New |
| Pamalican Asset Management Ltd | 35,900 | $4.51M | 1.99% | +35,900 | New |
| Cito Capital Group, LLC | 35,855 | $4.51M | 1.66% | −1,500−4.0% | Reduced |
| Alley Investment Management Company, LLC | 35,706 | $4.49M | 0.57% | −333−0.9% | Reduced |
| Longbow Finance SA | 35,662 | $4.48M | 0.49% | +35,662 | New |
| Braun Stacey Associates Inc | 35,419 | $4.45M | 0.17% | −1,655−4.5% | Reduced |
| Surience Private Wealth LLC | 35,362 | $4.45M | 5.74% | +35,362 | New |
| Prime Capital Investment Advisors, LLC | 35,271 | $4.43M | 0.06% | +6,782+23.8% | Added |
| Dana Investment Advisors, Inc. | 35,268 | $4.43M | 0.15% | +657+1.9% | Added |
| RNC Capital Management LLC | 35,196 | $4.42M | 0.24% | −1,782−4.8% | Reduced |
| Lake Street Advisors Group, LLC | 35,185 | $4.42M | 0.20% | +12,097+52.4% | Added |
| Carret Asset Management, LLC | 35,039 | $4.41M | 0.48% | −542−1.5% | Reduced |
| Capital Investment Counsel, LLC | 34,833 | $4.38M | 0.73% | +34,833 | New |
| Shorepoint Capital Partners LLC | 34,707 | $4.36M | 1.00% | −808−2.3% | Reduced |
| Diversified Trust Co | 34,656 | $4.36M | 0.11% | +8,376+31.9% | Added |
| Apollon Wealth Management, LLC | 34,329 | $4.32M | 0.10% | +2,673+8.4% | Added |
| Compagnie Lombard Odier SCmA | 33,750 | $4.24M | 0.06% | −100−0.3% | Reduced |
| SevenBridge Financial Group, LLC | 30,760 | $4.24M | 0.80% | +1,647+5.7% | Added |
| Clearstead Advisors, LLC | 33,367 | $4.19M | 0.06% | +806+2.5% | Added |
| KMG Fiduciary Partners, LLC | 33,142 | $4.17M | 0.34% | −1,603−4.6% | Reduced |
| Community Trust & Investment Co | 33,138 | $4.17M | 0.26% | +714+2.2% | Added |
| Axxcess Wealth Management, LLC | 32,905 | $4.14M | 0.10% | −1,577−4.6% | Reduced |
| Greenleaf Trust | 32,885 | $4.13M | 0.04% | +1,010+3.2% | Added |
| Union Heritage Capital, LLC | 32,814 | $4.13M | 1.52% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 32,774 | $4.12M | 1.63% | −1,063−3.1% | Reduced |
| StoneX Group Inc. | 32,759 | $4.12M | 0.23% | +6,071+22.7% | Added |
| Dynamic Advisor Solutions LLC | 32,615 | $4.10M | 0.18% | +17,766+119.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,412 | $4.07M | 2.54% | +122+0.4% | Added |
| Everence Capital Management Inc | 32,291 | $4.06M | 0.26% | −3,590−10.0% | Reduced |