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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 22,731 | $2.86M | 0.16% | +545+2.5% | Added |
| HTLF Bank | 22,728 | $2.86M | 0.32% | −1,403−5.8% | Reduced |
| Capital Asset Advisory Services LLC | 22,599 | $2.85M | 0.14% | +113+0.5% | Added |
| YHB Investment Advisors, Inc. | 22,608 | $2.84M | 0.23% | +2,085+10.2% | Added |
| Community Bank, N.A. | 22,593 | $2.84M | 0.36% | −1,927−7.9% | Reduced |
| Group One Trading, L.P. | 22,535 | $2.83M | 0.10% | −14,703−39.5% | Reduced |
| Alberta Investment Management Corp | 22,500 | $2.83M | 0.02% | +22,500 | New |
| Leavell Investment Management, Inc. | 22,479 | $2.83M | 0.14% | +103+0.5% | Added |
| Vestcor Inc | 22,467 | $2.83M | 0.09% | −1,562−6.5% | Reduced |
| Alaethes Wealth LLC | 22,466 | $2.82M | 1.01% | −57−0.3% | Reduced |
| D L Carlson Investment Group Inc | 22,451 | $2.82M | 0.50% | −331−1.5% | Reduced |
| Sumitomo Life Insurance Co | 22,416 | $2.82M | 0.05% | +5,780+34.7% | Added |
| Venture Visionary Partners LLC | 22,255 | $2.80M | 0.12% | −694−3.0% | Reduced |
| We Are One Seven, LLC | 22,224 | $2.79M | 0.11% | +6,093+37.8% | Added |
| GAMMA Investing LLC | 22,152 | $2.78M | 0.24% | +1,840+9.1% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.74M | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 21,738 | $2.73M | 0.06% | +693+3.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,711 | $2.73M | 0.08% | −430−1.9% | Reduced |
| Richard P Slaughter Associates Inc | 21,671 | $2.72M | 0.61% | −896−4.0% | Reduced |
| PFG Investments, LLC | 21,657 | $2.72M | 0.17% | −701−3.1% | Reduced |
| William B. Walkup & Associates, Inc. | 21,632 | $2.72M | 1.72% | −198−0.9% | Reduced |
| Cacti Asset Management LLC | 21,500 | $2.70M | 0.21% | −500−2.3% | Reduced |
| TCTC Holdings, LLC | 21,410 | $2.69M | 0.10% | +535+2.6% | Added |
| Steel Peak Wealth Management LLC | 21,345 | $2.68M | 0.11% | −35,993−62.8% | Reduced |
| Regions Financial Corp | 21,210 | $2.67M | 0.02% | +230+1.1% | Added |
| Caldwell Trust Co | 21,048 | $2.65M | 0.28% | −854−3.9% | Reduced |
| Forum Financial Management, LP | 21,017 | $2.64M | 0.04% | +1,856+9.7% | Added |
| Infrastructure Capital Advisors, LLC | 21,001 | $2.64M | 0.35% | +21,001 | New |
| Regal Investment Advisors LLC | 20,995 | $2.64M | 0.20% | +13,087+165.5% | Added |
| Leonteq Securities AG | 20,967 | $2.64M | 0.26% | −3,101−12.9% | Reduced |
| Smith, Salley & Associates | 20,939 | $2.63M | 0.17% | +239+1.2% | Added |
| Am Investment Strategies LLC | 20,818 | $2.62M | 0.64% | +126+0.6% | Added |
| Baldwin Investment Management, LLC | 20,803 | $2.62M | 0.34% | −1,544−6.9% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.61M | 1.52% | 00.0% | Unchanged |
| Asio Capital, LLC | 20,667 | $2.60M | 0.49% | −492−2.3% | Reduced |
| IFG Advisory, LLC | 20,613 | $2.59M | 0.15% | −56−0.3% | Reduced |
| Gries Financial LLC | 20,493 | $2.58M | 0.46% | −270−1.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 20,470 | $2.57M | 0.94% | +9,318+83.6% | Added |
| Trilogy Capital Inc. | 20,452 | $2.57M | 0.13% | +16,079+367.7% | Added |
| Sowell Financial Services LLC | 20,110 | $2.53M | 0.13% | −2,221−9.9% | Reduced |
| Sandler Capital Management | 19,954 | $2.51M | 0.41% | +19,954 | New |
| Chatham Capital Group, Inc. | 19,871 | $2.50M | 0.41% | +655+3.4% | Added |
| Wolff Wiese Magana LLC | 19,693 | $2.48M | 1.64% | −4,001−16.9% | Reduced |
| Koshinski Asset Management, Inc. | 19,581 | $2.46M | 0.21% | +1,709+9.6% | Added |
| Harvest Investment Advisors, LLC | 19,559 | $2.46M | 1.70% | −422−2.1% | Reduced |
| Brown Brothers Harriman & Co | 19,529 | $2.46M | 0.02% | +829+4.4% | Added |
| Triglav Skladi, D.O.O. | 19,512 | $2.45M | 0.19% | +19,512 | New |
| Freedom Day Solutions, LLC | 19,320 | $2.43M | 0.73% | −1,215−5.9% | Reduced |
| LGT Group Foundation | 19,123 | $2.40M | 0.04% | −600−3.0% | Reduced |
| NorthRock Partners, LLC | 19,026 | $2.39M | 0.08% | −2,922−13.3% | Reduced |
| Hudson Canyon Capital Management | 18,979 | $2.39M | 1.56% | 00.0% | Unchanged |
| Fundamentun, LLC | 18,960 | $2.38M | 0.14% | −962−4.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,851 | $2.37M | 0.17% | −2,070−9.9% | Reduced |
| Capital Investment Counsel, Inc | 18,808 | $2.36M | 0.36% | −700−3.6% | Reduced |
| Acropolis Investment Management, LLC | 18,635 | $2.34M | 0.14% | −100−0.5% | Reduced |
| Granite Group Advisors, LLC | 18,628 | $2.34M | 1.49% | −2,546−12.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,578 | $2.34M | 0.14% | −306−1.6% | Reduced |
| South State Corp. | 18,354 | $2.31M | 0.15% | +301+1.7% | Added |
| Insight Inv LLC | 18,290 | $2.30M | 1.60% | +1,248+7.3% | Added |
| Profund Advisors LLC | 18,193 | $2.29M | 0.08% | −2,366−11.5% | Reduced |
| Abbot Financial Management, Inc. | 18,100 | $2.28M | 1.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 18,074 | $2.27M | 0.41% | +1,690+10.3% | Added |
| Change Path, LLC | 18,027 | $2.27M | 0.07% | +1,436+8.7% | Added |
| Hall Laurie J Trustee | 18,000 | $2.26M | 0.74% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,947 | $2.26M | 0.04% | +3,343+22.9% | Added |
| Meridian Wealth Management, LLC | 17,777 | $2.23M | 0.11% | +4,619+35.1% | Added |
| Covenant Asset Management, LLC | 17,688 | $2.22M | 0.49% | −1,620−8.4% | Reduced |
| Arcus Capital Partners, LLC | 23,538 | $2.22M | 0.70% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 17,603 | $2.21M | 0.63% | +17,603 | New |
| King Luther Capital Management Corp | 17,599 | $2.21M | 0.01% | −639−3.5% | Reduced |
| Whittier Trust Co | 17,579 | $2.21M | 0.03% | +436+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,563 | $2.21M | 0.06% | +2,784+18.8% | Added |
| River Street Advisors LLC | 17,394 | $2.19M | 1.12% | +343+2.0% | Added |
| Beverly Hills Private Wealth, LLC | 17,374 | $2.18M | 0.44% | −6,261−26.5% | Reduced |
| Verdence Capital Advisors LLC | 17,330 | $2.18M | 0.18% | −3,063−15.0% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $2.18M | 0.08% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 17,319 | $2.18M | 0.06% | +2,256+15.0% | Added |
| Institute for Wealth Management, LLC. | 17,278 | $2.17M | 0.27% | −171−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 17,173 | $2.16M | 0.04% | +131+0.8% | Added |
| Concurrent Investment Advisors, LLC | 17,118 | $2.15M | 0.06% | −323−1.9% | Reduced |
| Oak Asset Management, LLC | 17,118 | $2.15M | 0.80% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 17,005 | $2.14M | 0.94% | −906−5.1% | Reduced |
| International Assets Investment Management, LLC | 713,976 | $2.14M | 0.18% | +713,976 | New |
| IFC Advisors LLC | 16,986 | $2.14M | 0.47% | +16,986 | New |
| Miracle Mile Advisors, LLC | 16,968 | $2.13M | 0.04% | +9,156+117.2% | Added |
| Ironwood Investment Counsel, LLC | 16,763 | $2.11M | 0.36% | +388+2.4% | Added |
| Intrust Bank NA | 16,748 | $2.11M | 0.21% | +804+5.0% | Added |
| Valeo Financial Advisors, LLC | 16,736 | $2.10M | 0.06% | +70+0.4% | Added |
| Snowden Capital Advisors LLC | 16,725 | $2.10M | 0.07% | −672−3.9% | Reduced |
| Capital Markets Trading UK LLP | 16,696 | $2.10M | 1.24% | +1,992+13.5% | Added |
| Walleye Capital LLC | 16,667 | $2.10M | 0.02% | −116,747−87.5% | Reduced |
| Altman Advisors, Inc. | 16,530 | $2.08M | 0.89% | −51−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 16,459 | $2.07M | 0.15% | −607−3.6% | Reduced |
| Vanguard Capital Wealth Advisors | 16,361 | $2.06M | 2.24% | +4,025+32.6% | Added |
| Boston Private Wealth LLC | 16,333 | $2.05M | 0.04% | +16,333 | New |
| Howland Capital Management LLC | 16,298 | $2.05M | 0.09% | −18−0.1% | Reduced |
| Coastline Trust Co | 16,274 | $2.05M | 0.24% | −909−5.3% | Reduced |
| Matrix Trust Co | 16,228 | $2.04M | 0.35% | +16,228 | New |
| SeaCrest Wealth Management, LLC | 16,186 | $2.03M | 0.21% | +147+0.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 16,171 | $2.03M | 1.65% | −975−5.7% | Reduced |