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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 16,117 | $2.03M | 0.03% | +193+1.2% | Added |
| Two Sigma Advisers, LP | 16,100 | $2.02M | 0.00% | +16,100 | New |
| Cherokee Insurance Co | 16,000 | $2.01M | 0.91% | +16,000 | New |
| Charter Oak Capital Management, LLC | 15,993 | $2.01M | 0.19% | +1,776+12.5% | Added |
| Aspen Grove Capital, LLC | 15,952 | $2.01M | 0.43% | −10,499−39.7% | Reduced |
| Decatur Capital Management, Inc. | 15,949 | $2.01M | 0.91% | −237−1.5% | Reduced |
| 1st Source Bank | 15,925 | $2.00M | 0.11% | +73+0.5% | Added |
| Resources Investment Advisors, LLC. | 15,869 | $2.00M | 0.02% | −2,389−13.1% | Reduced |
| Brown Financial Advisors | 15,622 | $1.96M | 0.79% | −1,314−7.8% | Reduced |
| Waterfront Wealth Inc. | 15,495 | $1.95M | 0.47% | +214+1.4% | Added |
| Somerset Trust Co | 15,422 | $1.94M | 0.73% | +503+3.4% | Added |
| Trust Investment Advisors | 15,377 | $1.93M | 1.23% | −1,139−6.9% | Reduced |
| White Pine Capital LLC | 15,355 | $1.93M | 0.65% | −20.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,329 | $1.93M | 0.02% | −1,021−6.2% | Reduced |
| Trust Asset Management LLC | 15,287 | $1.92M | 0.15% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 15,256 | $1.92M | 0.62% | −46−0.3% | Reduced |
| Atomi Financial Group, Inc. | 15,220 | $1.91M | 0.10% | +2,327+18.0% | Added |
| New England Research & Management, Inc. | 15,200 | $1.91M | 0.97% | −1,700−10.1% | Reduced |
| Altrafin AG | 15,200 | $1.91M | 0.66% | −587−3.7% | Reduced |
| Krilogy Financial LLC | 15,170 | $1.91M | 0.13% | +1,224+8.8% | Added |
| OmniStar Financial Group, Inc. | 15,113 | $1.90M | 1.53% | +155+1.0% | Added |
| Mystic Asset Management, Inc. | 15,064 | $1.89M | 0.51% | −407−2.6% | Reduced |
| Prudent Man Advisors, LLC | 15,019 | $1.89M | 0.69% | −4,165−21.7% | Reduced |
| AlTi Global, Inc. | 13,739 | $1.89M | 0.05% | +1,779+14.9% | Added |
| Chesapeake Wealth Management | 15,001 | $1.89M | 0.65% | −159−1.0% | Reduced |
| Dempze Nancy E | 15,000 | $1.89M | 1.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14,972 | $1.88M | 0.02% | −162−1.1% | Reduced |
| Global Retirement Partners, LLC | 14,844 | $1.87M | 0.05% | +727+5.1% | Added |
| AMG National Trust Bank | 14,808 | $1.86M | 0.05% | +536+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 14,706 | $1.85M | 0.10% | −2,435−14.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,700 | $1.85M | 0.60% | 00.0% | Unchanged |
| Courier Capital LLC | 14,663 | $1.84M | 0.13% | +41+0.3% | Added |
| Wilkins Investment Counsel Inc | 14,614 | $1.84M | 0.27% | −100−0.7% | Reduced |
| NVWM, LLC | 14,591 | $1.83M | 0.46% | −440−2.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,538 | $1.83M | 0.12% | −152−1.0% | Reduced |
| Congress Asset Management Co | 14,533 | $1.83M | 0.01% | +14,533 | New |
| Dynasty Wealth Management, LLC | 14,519 | $1.83M | 0.03% | −6,655−31.4% | Reduced |
| Capital Investment Advisory Services, LLC | 14,472 | $1.82M | 0.18% | +352+2.5% | Added |
| Great Diamond Partners, LLC | 14,236 | $1.79M | 0.46% | −99−0.7% | Reduced |
| Diligent Investors, LLC | 14,160 | $1.78M | 0.41% | +9+0.1% | Added |
| Merit Financial Group, LLC | 14,158 | $1.78M | 0.03% | +6,204+78.0% | Added |
| Quadrant Capital Group LLC | 14,145 | $1.78M | 0.12% | +801+6.0% | Added |
| Norden Group LLC | 14,133 | $1.78M | 0.20% | −116−0.8% | Reduced |
| Foster & Motley Inc | 14,080 | $1.77M | 0.12% | −1,052−7.0% | Reduced |
| Tocqueville Asset Management L.P. | 14,045 | $1.77M | 0.03% | −95−0.7% | Reduced |
| NBT Bank N A | 14,024 | $1.76M | 0.12% | −1,263−8.3% | Reduced |
| Qtron Investments LLC | 13,955 | $1.75M | 0.25% | −626−4.3% | Reduced |
| AE Wealth Management LLC | 13,910 | $1.75M | 0.01% | +334+2.5% | Added |
| Parkside Financial Bank & Trust | 13,906 | $1.75M | 0.23% | +338+2.5% | Added |
| Central Pacific Bank - Trust Division | 13,858 | $1.74M | 0.23% | −556−3.9% | Reduced |
| Schechter Investment Advisors, LLC | 13,829 | $1.74M | 0.13% | −1,739−11.2% | Reduced |
| Schear Investment Advisers, LLC | 13,809 | $1.74M | 0.92% | +3,018+28.0% | Added |
| Garner Asset Management Corp | 13,744 | $1.73M | 0.80% | −193−1.4% | Reduced |
| Greenwich Wealth Management LLC | 13,703 | $1.72M | 0.12% | +1,036+8.2% | Added |
| Golden State Equity Partners | 13,676 | $1.72M | 0.33% | −4,402−24.4% | Reduced |
| TLWM | 13,615 | $1.71M | 0.34% | +584+4.5% | Added |
| Penobscot Investment Management Company, Inc. | 13,614 | $1.71M | 0.16% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,598 | $1.71M | 0.04% | +7,666+129.2% | Added |
| Aventura Private Wealth, LLC | 13,588 | $1.71M | 0.92% | +13,588 | New |
| Hennion & Walsh Asset Management, Inc. | 13,550 | $1.70M | 0.08% | −9,052−40.0% | Reduced |
| Umpqua Bank | 13,659 | $1.70M | 0.59% | +620+4.8% | Added |
| Systematic Financial Management LP | 13,500 | $1.70M | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 13,470 | $1.69M | 0.25% | −55−0.4% | Reduced |
| Trust Co of Vermont | 13,400 | $1.68M | 0.08% | −179−1.3% | Reduced |
| Insigneo Advisory Services, LLC | 13,350 | $1.68M | 0.17% | −9,195−40.8% | Reduced |
| Avestar Capital, LLC | 13,290 | $1.67M | 0.15% | +80+0.6% | Added |
| Mirabella Financial Services LLP | 13,265 | $1.67M | 0.15% | +13,265 | New |
| EverSource Wealth Advisors, LLC | 13,160 | $1.65M | 0.09% | +1,265+10.6% | Added |
| Compton Wealth Advisory Group, LLC | 13,093 | $1.65M | 0.42% | +842+6.9% | Added |
| Sagespring Wealth Partners, LLC | 13,045 | $1.64M | 0.04% | +13,045 | New |
| Magnus Financial Group LLC | 12,971 | $1.63M | 0.16% | +1,532+13.4% | Added |
| Crestwood Advisors Group LLC | 12,830 | $1.61M | 0.03% | +679+5.6% | Added |
| Brighton Jones LLC | 12,782 | $1.61M | 0.05% | +1,185+10.2% | Added |
| Excalibur Management Corp | 12,766 | $1.60M | 0.64% | −1,170−8.4% | Reduced |
| Clarius Group, LLC | 12,750 | $1.60M | 0.11% | +14+0.1% | Added |
| J.W. Cole Advisors, Inc. | 12,749 | $1.60M | 0.06% | −756−5.6% | Reduced |
| Evelyn Partners Investment Management LLP | 12,720 | $1.60M | 0.05% | +12,720 | New |
| Panagora Asset Management Inc | 12,707 | $1.60M | 0.01% | −20.0% | Reduced |
| Radnor Capital Management, LLC | 12,629 | $1.59M | 0.27% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,621 | $1.59M | 0.97% | +12,621 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.58M | 0.47% | 00.0% | Unchanged |
| First Bank & Trust | 12,589 | $1.58M | 0.30% | +10,125+410.9% | Added |
| Concord Wealth Partners | 12,574 | $1.58M | 0.26% | −1,783−12.4% | Reduced |
| Interchange Capital Partners, LLC | 12,557 | $1.58M | 0.57% | −830−6.2% | Reduced |
| Berkshire Asset Management LLC | 11,453 | $1.58M | 0.07% | −343−2.9% | Reduced |
| Convergence Investment Partners, LLC | 12,524 | $1.57M | 0.35% | +407+3.4% | Added |
| Evoke Wealth, LLC | 12,488 | $1.57M | 0.04% | −273−2.1% | Reduced |
| Mosley Wealth Management | 11,291 | $1.57M | 0.97% | +6,009+113.8% | Added |
| AIA Group Ltd | 12,445 | $1.56M | 0.04% | −109−0.9% | Reduced |
| Camarda Financial Advisors, LLC | 12,410 | $1.56M | 0.59% | +666+5.7% | Added |
| Edgestream Partners, L.P. | 12,394 | $1.56M | 0.07% | −21,228−63.1% | Reduced |
| Lansing Street Advisors | 12,385 | $1.56M | 0.54% | +101+0.8% | Added |
| J. Safra Sarasin Holding AG | 12,358 | $1.55M | 0.03% | −1,133−8.4% | Reduced |
| Viewpoint Capital Management LLC | 12,319 | $1.55M | 0.81% | 00.0% | Unchanged |
| Quent Capital, LLC | 12,298 | $1.55M | 0.16% | +80+0.7% | Added |
| Donoghue Forlines LLC | 12,283 | $1.54M | 0.52% | +12,283 | New |
| GeoWealth Management, LLC | 12,253 | $1.54M | 0.05% | +5,269+75.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 49,063 | $1.54M | 0.27% | +12,179+33.0% | Added |
| Bard Financial Services, Inc. | 12,180 | $1.53M | 0.18% | −250−2.0% | Reduced |
| Smartleaf Asset Management LLC | 12,083 | $1.52M | 0.15% | +2,526+26.4% | Added |