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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

Q1 2025 vs. Q4 2024

How the institutions holding Morgan Stanley changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of MS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2,118312,104+17
Shares1.36B7.07M1.37B+11.7M (+0.9%)
Value$170.9B$889.1M$159.1B−$10.9B (−6.4%)

31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (172)

Institutions that held Morgan Stanley at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 172 by value.

Institutions new to MS in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC6,578,439$767.5M0.24%
Hudson Bay Capital Management LP704,153$82.2M0.52%
Virginia Retirement Systems Et Al637,400$74.4M0.55%
Alecta Pensionsforsakring, Omsesidigt585,000$68.3M0.38%
Holocene Advisors, LP394,595$46.0M0.14%
Sarasin & Partners LLP365,825$42.7M0.46%
Prana Capital Management, LP284,611$33.2M1.35%
Natixis256,571$29.5M0.17%
Kodai Capital Management LP223,497$26.1M1.03%
Trexquant Investment LP197,791$23.1M0.27%
ASR Vermogensbeheer N.V.176,985$20.6M0.31%
Main Street Research LLC134,444$15.7M1.02%
OP Asset Management Ltd126,977$14.8M0.25%
Rakuten Investment Management, Inc.112,295$13.0M0.06%
Banque Cantonale Vaudoise83,419$9.73M0.43%
Jacobs Levy Equity Management, Inc72,941$8.51M0.03%
Tairen Capital Ltd60,900$7.11M0.47%
Premier Fund Managers Ltd60,400$6.96M0.26%
Worm Capital, LLC55,424$6.47M6.50%
AG2R la Mondiale Gestion D'Actifs44,694$5.72M0.31%
FORA Capital, LLC48,250$5.63M0.57%
Investment Management Corp of Ontario48,242$5.63M0.11%
Providence Capital Advisors, LLC43,100$5.03M1.05%
ABN AMRO Bank N.V.42,893$5.00M0.07%
SCS Capital Management LLC42,791$4.99M0.06%
New Age Alpha Advisors, LLC40,000$4.67M0.21%
Andra AP-fonden34,711$4.05M0.07%
Siemens Fonds Invest GmbH34,375$4.01M0.28%
Hohimer Wealth Management, LLC33,910$3.96M0.77%
Zions Bancorporation, National Association31,498$3.67M0.23%
Engineers Gate Manager LP31,029$3.62M0.06%
Quantbot Technologies LP30,554$3.56M0.11%
Winton Group Ltd30,469$3.55M0.22%
Covea Finance28,800$3.36M0.15%
Dock Street Asset Management Inc28,060$3.27M0.39%
Aigen Investment Management, LP24,479$2.86M0.46%
Graphene Investments SAS23,000$2.68M1.96%
Stevens Capital Management LP22,607$2.64M0.65%
Quantitative Investment Management, LLC20,639$2.41M0.22%
Point72 Europe (London) LLP20,200$2.36M0.16%
Wakefield Asset Management LLLP19,382$2.26M0.68%
Shaker Investments LLC18,958$2.21M1.07%
Eisler Capital Management Ltd.18,951$2.21M0.07%
AAFMAA Wealth Management & Trust LLC15,473$1.81M0.82%
VestGen Advisors, LLC12,277$1.43M0.07%
ISAM Funds (UK) Ltd11,764$1.37M0.68%
Advisors Preferred, LLC11,300$1.31M0.18%
CenterBook Partners LP10,872$1.27M0.08%
111 Capital10,571$1.23M0.24%
Caption Management, LLC10,200$1.19M0.05%
Armis Advisers, LLC9,732$1.12M0.10%
Virtu Financial LLC7,890$920.0K0.05%
Twinbeech Capital LP7,766$906.1K0.02%
CMT Capital Markets Trading GmbH7,520$877.0K0.36%
Mark Asset Management LP7,500$875.0K0.13%
Two Sigma Securities, LLC7,177$837.3K0.13%
Fieldview Capital Management, LLC7,098$828.1K0.12%
Polymer Capital Management (US) LLC6,730$785.2K0.24%
CenterStar Asset Management, LLC6,554$765.5K1.10%
Cornercap Investment Counsel Inc6,511$759.6K0.40%
Scholtz & Company, LLC6,115$713.4K0.35%
Bridgewater Advisors Inc.6,109$709.9K0.06%
Caxton Associates LLP6,039$704.6K0.02%
Bridgefront Capital, LLC5,949$694.1K0.20%
Readystate Asset Management LP5,760$672.0K0.03%
Harfst & Associates, Inc.5,636$657.6K0.15%
Inscription Capital, LLC6,878$647.6K0.11%
Machina Capital S.A.S.5,403$630.4K0.19%
Marex Group plc5,218$608.8K0.01%
Garda Capital Partners LP4,869$568.1K0.32%
Graham Capital Management, L.P.4,649$542.4K0.02%
Hillsdale Investment Management Inc.4,400$513.3K0.03%
Ashford Capital Management Inc4,210$491.2K0.06%
3Chopt Investment Partners, LLC4,209$491.1K0.13%
Integrated Quantitative Investments LLC4,200$490.0K0.24%
Jackson Wealth Management, LLC4,060$474.0K0.06%
TFR Capital, LLC.4,023$469.4K0.20%
OneAscent Financial Services LLC4,024$466.0K0.03%
Integrity Alliance, LLC.3,850$449.1K0.02%
Good Steward Wealth Advisors,LLC3,808$444.3K0.40%
Northstar Advisory Group, LLC3,801$443.5K0.29%
Advisor Resource Council3,896$436.8K0.04%
Inspirion Wealth Advisors, LLC3,738$436.1K0.06%
Wealth Preservation Advisors, LLC3,574$417.0K0.30%
RVW Wealth, LLC3,479$405.9K0.04%
Cheviot Value Management, LLC3,375$403.6K0.05%
Kingsman Wealth Management, Inc.3,131$365.3K0.27%
Lockheed Martin Investment Management Co3,100$361.7K0.01%
Waters Parkerson & Co., LLC3,050$355.8K0.02%
Alpha Cubed Investments, LLC2,950$344.2K0.02%
Fiduciary Family Office, LLC2,846$332.0K0.11%
Winthrop Advisory Group LLC2,789$325.4K0.04%
Apella Capital, LLC2,830$316.1K0.01%
Bluefin Capital Management, LLC2,700$315.0K0.25%
MBB Public Markets I LLC2,572$300.1K0.03%
Victory Financial Group, LLC2,458$286.2K0.05%
Van Strum & Towne Inc.2,340$273.0K0.09%
True Link Financial Advisors, LLC2,294$267.6K0.02%
Elyxium Wealth, LLC2,187$255.2K0.11%
VisionPoint Advisory Group, LLC2,172$253.4K0.09%

Sold out (155)

Institutions that held Morgan Stanley at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 155 by value.

Institutions that sold out of MS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Arrowstreet Capital, Limited Partnership1,405,016$176.6M
Unisphere Establishment1,050,000$132.0M
RBF Capital, LLC810,432$101.9M
Fullerton Fund Management Co Ltd.442,733$55.7M
Trivest Advisors Ltd400,000$50.3M
Teewinot Capital Advisers, L.L.C.330,630$41.6M
Adams Diversified Equity Fund, Inc.215,269$27.1M
Grand Jean Capital Management Inc168,582$21.2M
Ninety One UK Ltd140,961$17.7M
HRT Financial LP129,569$16.3M
Lighthouse Investment Partners, LLC112,096$14.1M
CTC LLC79,464$9.99M
General Pension Society PZU Joint Stock Co77,869$9.79M
Essential Planning, LLC.55,120$6.77M
Crestline Management, LP53,364$6.71M
Canada Post Corp Registered Pension Plan51,001$6.41M
First Hawaiian Bank49,518$6.23M
Alpha DNA Investment Management LLC39,921$5.02M
Pamalican Asset Management Ltd35,900$4.51M
Braun Stacey Associates Inc35,419$4.45M
Surience Private Wealth LLC35,362$4.45M
BCJ Capital Management, LLC31,643$3.98M
Entropy Technologies, LP31,516$3.96M
Bayesian Capital Management, LP27,800$3.50M
Brevan Howard Capital Management LP26,580$3.34M
Quadrature Capital Ltd22,794$2.87M
Sandler Capital Management19,954$2.51M
Boston Private Wealth LLC16,333$2.05M
Two Sigma Advisers, LP16,100$2.02M
Altrafin AG15,200$1.91M
Jump Financial, LLC13,598$1.71M
Camarda Financial Advisors, LLC12,410$1.56M
Simplex Trading, LLC11,472$1.44M
Helios Capital Management Pte. Ltd11,300$1.42M
Advanced Portfolio Management, LLC9,321$1.29M
Donald L. Hagan, LLC9,693$1.22M
Gladius Capital Management LP9,482$1.19M
Rockland Trust Co9,060$1.14M
GAM Holding AG8,321$1.05M
Myriad Asset Management US LP8,194$1.03M
Flow Traders U.S. LLC7,383$928.0K
San Luis Wealth Advisors LLC6,990$879.0K
Morningstar Investment Management LLC6,751$849.0K
Wolverine Trading, LLC6,073$763.7K
Yardley Wealth Management LLC6,304$724.0K
Catalyst Funds Management Pty Ltd5,000$628.6K
Blueprint Investment Partners LLC4,823$606.4K
ASB Consultores, LLC4,812$605.0K
Catalina Capital Group, LLC4,514$567.5K
Green Harvest Asset Management LLC4,428$556.6K
PUREfi Wealth, LLC4,273$537.2K
Bryce Point Capital, LLC4,162$523.2K
Ibex Wealth Advisors3,999$502.8K
Oxford Asset Management LLP3,855$484.7K
Prelude Capital Management, LLC3,636$457.1K
Coastwise Capital Group, LLC3,415$429.3K
WMS Partners, LLC3,009$378.3K
Meridian Wealth Partners, LLC2,949$370.8K
Taika Capital, LP2,945$370.2K
Breakthru Advisory Services, LLC2,840$357.0K
O'Neil Global Advisors, Inc.2,842$357.0K
Objective Capital Management, LLC2,832$356.0K
Invenio Wealth Partners LLC2,822$354.8K
Proequities, Inc.2,543$345.8K
Fortis Group Advisors, LLC2,744$345.0K
Paulson Wealth Management Inc.2,727$342.8K
XML Financial, LLC2,612$328.4K
Davy Global Fund Management Ltd2,522$317.1K
World Equity Group, Inc.2,524$315.5K
Spartan Planning & Wealth Management2,480$311.8K
Hall Capital Management Co Inc2,426$305.0K
Sutton Place Investors LLC2,324$292.2K
Summit Global Investments2,144$270.0K
FCG Investment Co2,125$267.2K
Chung Wu Investment Group, LLC2,100$264.0K
American Trust2,006$252.2K
Marathon Capital Management1,998$251.2K
Keudell/Morrison Wealth Management1,998$251.2K
Pinkerton Retirement Specialists, LLC1,961$246.5K
Fox Run Management, L.L.C.1,934$243.1K
MBL Wealth, LLC1,863$234.2K
Oxford Financial Group Ltd1,846$232.1K
Safeguard Financial, LLC1,831$230.2K
First Affirmative Financial Network1,811$227.7K
Investment House LLC1,800$226.3K
Leo Wealth, LLC1,797$226.0K
Colonial River Wealth Management, LLC1,793$225.4K
CTC Alternative Strategies, Ltd.1,788$224.8K
Westmount Partners, LLC1,749$219.8K
Carnegie Capital Asset Management, LLC1,731$217.6K
SFMG, LLC1,711$215.2K
Aries Wealth Management1,708$214.7K
Wealth Group, Ltd.1,704$214.0K
Brave Asset Management Inc1,700$213.7K
Noesis Capital Mangement Corp1,698$213.5K
NTV Asset Management LLC1,692$212.7K
McAdam, LLC1,691$212.6K
WP Advisors, LLC1,688$212.2K
D'Orazio & Associates, Inc.1,679$211.1K
Schrum Private Wealth Management LLC1,677$210.8K

Not filed for Q1 2025 yet (31)

Institutions that held Morgan Stanley at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC5,478,758$688.8M
Swedbank AB832,979$104.7M
Edge Capital Group, LLC183,748$23.1M
Madison Investment Advisors, LLC166,706$21.0M
Avitas Wealth Management LLC79,237$9.96M
Geller Advisors LLC55,388$6.96M
Zions Bancorporation, N.A.37,728$4.74M
Lake Street Advisors Group, LLC35,185$4.42M
Wetherby Asset Management Inc30,851$3.88M
Vise Technologies, Inc.30,740$3.86M
Stenger Family Office, LLC27,596$3.47M
HTLF Bank22,728$2.86M
Ashburton (Jersey) Ltd17,005$2.14M
Global Retirement Partners, LLC14,844$1.87M
Mosley Wealth Management11,291$1.57M
Lakeview Capital Partners, LLC9,692$1.22M
Private Portfolio Partners LLC8,712$1.10M
Boston Financial Mangement LLC8,203$1.03M
Strategic Wealth Partners, Ltd.5,184$709.4K
Private Capital Management LLC4,113$517.1K
Cornerstone Planning, LLC2,308$290.2K
SignalPoint Asset Management, LLC2,047$257.3K
Kolinsky Wealth Management, LLC1,952$245.4K
TrinityPoint Wealth, LLC1,763$221.6K
Wintrust Investments LLC773$97.0K
WR Wealth Planners, LLC410$51.6K
Hilltop National Bank259$32.6K
RE Dickinson Investment Advisors, LLC138$17.3K
Cassady Schiller Wealth Management, LLC59$7.42K
Householder Group Estate & Retirement Specialist, LLC46$5.00K
Legacy Investment Solutions, LLC4$560