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 |
|---|---|---|---|---|---|
| Brasada Capital Management, LP | 32,605 | $4.04M | 0.72% | +1,797+5.8% | Added |
| SG Americas Securities, LLC | 32,145 | $4.04M | 0.02% | +15,438+92.4% | Added |
| Hamilton Capital Partners Inc. | 31,840 | $4.00M | 0.30% | +5,407+20.5% | Added |
| First Citizens Bank & Trust Co | 31,655 | $3.98M | 0.07% | −1,304−4.0% | Reduced |
| BCJ Capital Management, LLC | 31,643 | $3.98M | 0.30% | +31,643 | New |
| Union Bancaire Privee, UBP SA | 33,860 | $3.97M | 0.07% | +33,860 | New |
| Moody National Bank Trust Division | 31,538 | $3.96M | 0.41% | −2,474−7.3% | Reduced |
| Entropy Technologies, LP | 31,516 | $3.96M | 0.41% | +31,516 | New |
| Fidelis Capital Partners, LLC | 28,744 | $3.94M | 0.39% | +1,605+5.9% | Added |
| Central Trust Co | 31,206 | $3.92M | 0.10% | +1,723+5.8% | Added |
| Hoey Investments, Inc | 30,961 | $3.89M | 0.66% | +11,292+57.4% | Added |
| Ashton Thomas Private Wealth, LLC | 30,869 | $3.88M | 0.15% | +6,427+26.3% | Added |
| Wetherby Asset Management Inc | 30,851 | $3.88M | 0.19% | −1,112−3.5% | Reduced |
| Advisory Services Network, LLC | 30,820 | $3.87M | 0.07% | +124+0.4% | Added |
| Vise Technologies, Inc. | 30,740 | $3.86M | 0.32% | +9,527+44.9% | Added |
| Bryn Mawr Trust Co | 30,511 | $3.84M | 0.07% | +9,377+44.4% | Added |
| Fulton Bank, N.A. | 30,420 | $3.82M | 0.15% | −1,636−5.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,400 | $3.82M | 0.39% | +30,400 | New |
| Allworth Financial LP | 28,038 | $3.81M | 0.02% | +10,515+60.0% | Added |
| Wealthspire Advisors, LLC | 30,308 | $3.81M | 0.04% | −3,174−9.5% | Reduced |
| Gifford Fong Associates | 30,000 | $3.77M | 0.93% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 30,000 | $3.77M | 0.96% | −5,300−15.0% | Reduced |
| Stephens Inc | 29,822 | $3.75M | 0.05% | −2,027−6.4% | Reduced |
| Sigma Planning Corp | 29,812 | $3.75M | 0.12% | −3,453−10.4% | Reduced |
| Van Eck Associates Corp | 29,813 | $3.75M | 0.00% | +27,747+1,343.0% | Added |
| Canandaigua National Bank & Trust Co | 29,486 | $3.71M | 0.36% | −2,260−7.1% | Reduced |
| Clough Capital Partners L P | 29,450 | $3.70M | 0.42% | +10,900+58.8% | Added |
| Salem Investment Counselors Inc | 29,317 | $3.69M | 0.12% | −91−0.3% | Reduced |
| Gotham Asset Management, LLC | 29,315 | $3.69M | 0.03% | +730+2.6% | Added |
| Haverford Trust Co | 29,304 | $3.68M | 0.04% | −676−2.3% | Reduced |
| Park Avenue Securities LLC | 29,300 | $3.68M | 0.04% | +5,368+22.4% | Added |
| Ritholtz Wealth Management | 29,253 | $3.68M | 0.11% | +991+3.5% | Added |
| Northwest Bancshares, Inc. | 29,253 | $3.68M | 0.68% | +15,154+107.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 29,040 | $3.65M | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,992 | $3.64M | 0.00% | −13,637−32.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 28,800 | $3.62M | 0.06% | +28,800 | New |
| HCR Wealth Advisors | 28,784 | $3.62M | 0.45% | +2,978+11.5% | Added |
| Arrow Financial Corp | 28,729 | $3.61M | 0.34% | −28−0.1% | Reduced |
| Skopos Labs, Inc. | 28,637 | $3.60M | 1.07% | −86−0.3% | Reduced |
| True North Advisors, LLC | 28,595 | $3.59M | 0.85% | +26,055+1,025.8% | Added |
| United Services Automobile Association | 28,503 | $3.58M | 0.12% | −1,133−3.8% | Reduced |
| Bleakley Financial Group, LLC | 28,453 | $3.58M | 0.11% | +910+3.3% | Added |
| IMC-Chicago, LLC | 28,450 | $3.58M | 0.10% | +28,450 | New |
| Harbor Capital Advisors, Inc. | 28,075 | $3.53M | 0.15% | +770+2.8% | Added |
| Capital International Ltd | 27,981 | $3.52M | 0.14% | +916+3.4% | Added |
| TD Private Client Wealth LLC | 27,959 | $3.52M | 0.10% | −6,366−18.5% | Reduced |
| Bayesian Capital Management, LP | 27,800 | $3.50M | 0.43% | +27,800 | New |
| Meyer Handelman Co | 27,798 | $3.49M | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 27,764 | $3.49M | 0.03% | +1,079+4.0% | Added |
| K.J. Harrison & Partners Inc | 27,900 | $3.48M | 0.55% | −1,800−6.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 27,626 | $3.47M | 0.11% | +25,471+1,181.9% | Added |
| Stenger Family Office, LLC | 27,596 | $3.47M | 1.18% | +27,596 | New |
| Americana Partners, LLC | 27,446 | $3.45M | 0.14% | +357+1.3% | Added |
| Congress Wealth Management LLC | 27,361 | $3.44M | 0.05% | −4,258−13.5% | Reduced |
| Glass Wealth Management Co LLC | 27,348 | $3.44M | 1.87% | +1,565+6.1% | Added |
| Catherine Avery Investment Management LLC | 26,725 | $3.36M | 2.97% | +26,725 | New |
| Galaxy Digital Capital Management GP LLC | 26,677 | $3.35M | 2.45% | +26,677 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24,497 | $3.35M | 0.03% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 26,611 | $3.35M | 1.21% | +687+2.7% | Added |
| National Asset Management, Inc. | 26,607 | $3.34M | 0.11% | −3,467−11.5% | Reduced |
| Brevan Howard Capital Management LP | 26,580 | $3.34M | 0.08% | −23,304−46.7% | Reduced |
| Principal Securities, Inc. | 26,328 | $3.31M | 0.07% | +4,136+18.6% | Added |
| Dimension Capital Management LLC | 26,270 | $3.30M | 0.54% | 00.0% | Unchanged |
| Next Level Private LLC | 26,248 | $3.30M | 1.33% | −55−0.2% | Reduced |
| Culbertson A N & Co Inc | 26,039 | $3.27M | 0.52% | −540−2.0% | Reduced |
| Mattson Financial Services, LLC | 31,280 | $3.26M | 1.04% | −2,581−7.6% | Reduced |
| Cary Street Partners Financial LLC | 25,829 | $3.25M | 0.11% | +25,829 | New |
| Davenport & Co LLC | 25,808 | $3.24M | 0.02% | −2,680−9.4% | Reduced |
| Stratos Wealth Partners, LTD. | 25,675 | $3.23M | 0.05% | −2,215−7.9% | Reduced |
| Lipe & Dalton | 25,662 | $3.23M | 1.71% | −1,060−4.0% | Reduced |
| Benjamin Edwards Inc | 25,658 | $3.23M | 0.05% | +2,786+12.2% | Added |
| Callan Family Office, LLC | 25,420 | $3.20M | 0.20% | +25,420 | New |
| MainStreet Investment Advisors LLC | 25,355 | $3.19M | 0.45% | −909−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,345 | $3.19M | 0.05% | −905−3.4% | Reduced |
| Palisade Asset Management, LLC | 25,339 | $3.19M | 0.32% | −375−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 25,246 | $3.17M | 0.23% | −380−1.5% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $3.14M | 0.21% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 24,944 | $3.13M | 0.48% | −178−0.7% | Reduced |
| Texas Yale Capital Corp. | 24,920 | $3.13M | 0.13% | +40+0.2% | Added |
| Burney Co | 24,716 | $3.11M | 0.11% | −2,358−8.7% | Reduced |
| Signaturefd, LLC | 24,692 | $3.10M | 0.06% | +676+2.8% | Added |
| Stolper Co | 24,523 | $3.08M | 1.03% | −90.0% | Reduced |
| EP Wealth Advisors, LLC | 24,497 | $3.08M | 0.03% | +2,374+10.7% | Added |
| Horizon Investments, LLC | 24,629 | $3.08M | 0.09% | +516+2.1% | Added |
| Morangie Management LLC | 24,462 | $3.08M | 2.50% | +24,462 | New |
| Trust Co of Toledo NA | 24,459 | $3.07M | 0.40% | +990+4.2% | Added |
| Northeast Investment Management | 24,431 | $3.07M | 0.14% | −158−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 24,400 | $3.07M | 0.03% | −8,742−26.4% | Reduced |
| Sciencast Management LP | 24,228 | $3.05M | 0.83% | +24,228 | New |
| Griffin Asset Management, Inc. | 24,018 | $3.02M | 0.35% | +675+2.9% | Added |
| Meeder Advisory Services, Inc. | 23,856 | $3.00M | 0.19% | +274+1.2% | Added |
| Vident Advisory, LLC | 23,697 | $2.98M | 0.05% | +2,217+10.3% | Added |
| Hurley Capital, LLC | 23,456 | $2.96M | 2.38% | +23,456 | New |
| Commerzbank Aktiengesellschaft | 23,485 | $2.95M | 0.07% | −5,576−19.2% | Reduced |
| Financial Advisory Service, Inc. | 23,246 | $2.92M | 0.25% | +783+3.5% | Added |
| Paradigm Asset Management Co LLC | 23,200 | $2.92M | 0.80% | −2,200−8.7% | Reduced |
| KCM Investment Advisors LLC | 23,159 | $2.91M | 0.10% | −2,319−9.1% | Reduced |
| Quadrature Capital Ltd | 22,794 | $2.87M | 0.06% | +22,794 | New |
| Pitcairn Co | 22,779 | $2.86M | 0.17% | −389−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,769 | $2.86M | 0.11% | −685−2.9% | Reduced |