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, Q1 2025
Institutional positions in Morgan Stanley as of Mar 31, 2025. 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
- 2,104
- +17 vs. Q4 2024
- Shares held
- 1.37B
- +11.7M (+0.9%) vs. Q4 2024
- Total value
- $159.1B
- −$10.9B (−6.4%) vs. Q4 2024
- New holders
- 172
- 889 more added
- Sold out
- 155
- 756 more reduced
31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 5,531 | $645.3K | 0.22% | −53−0.9% | Reduced |
| First Foundation Advisors | 5,536 | $645.9K | 0.03% | +24+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 5,531 | $646.0K | 0.07% | +146+2.7% | Added |
| Buckingham Strategic Partners | 5,544 | $646.8K | 0.01% | +457+9.0% | Added |
| Financial Advocates Investment Management | 5,547 | $647.1K | 0.05% | +3,090+125.8% | Added |
| Inscription Capital, LLC | 6,878 | $647.6K | 0.11% | +6,878 | New |
| Nicholas Hoffman & Company, LLC. | 5,553 | $647.9K | 0.02% | −371−6.3% | Reduced |
| Bearing Point Capital, LLC | 5,603 | $653.7K | 0.14% | −256−4.4% | Reduced |
| Gibbs Wealth Management | 5,617 | $655.3K | 0.16% | +836+17.5% | Added |
| CWA Asset Management Group, LLC | 5,621 | $655.8K | 0.03% | +377+7.2% | Added |
| Kovack Advisors, Inc. | 5,622 | $656.0K | 0.07% | −459−7.5% | Reduced |
| Harfst & Associates, Inc. | 5,636 | $657.6K | 0.15% | +5,636 | New |
| Evexia Wealth LLC | 5,907 | $659.8K | 0.24% | −11−0.2% | Reduced |
| Rehmann Capital Advisory Group | 5,665 | $661.0K | 0.04% | +143+2.6% | Added |
| Curbstone Financial Management Corp | 5,676 | $662.2K | 0.14% | +100+1.8% | Added |
| Mechanics Bank Trust Department | 5,700 | $665.0K | 0.09% | +1,119+24.4% | Added |
| Arete Wealth Advisors, LLC | 12,122 | $667.0K | 0.05% | +7,245+148.6% | Added |
| Nations Financial Group Inc, | 5,734 | $669.0K | 0.05% | +3,655+175.8% | Added |
| LM Advisors LLC | 5,739 | $670.0K | 0.12% | +18+0.3% | Added |
| Ocean Capital Management, LLC | 5,754 | $671.4K | 0.16% | +46+0.8% | Added |
| Readystate Asset Management LP | 5,760 | $672.0K | 0.03% | +5,760 | New |
| TriaGen Wealth Management LLC | 5,768 | $673.0K | 0.24% | −1,300−18.4% | Reduced |
| Western Wealth Management, LLC | 5,769 | $673.0K | 0.04% | −571−9.0% | Reduced |
| Sunbelt Securities, Inc. | 5,775 | $673.8K | 0.06% | −842−12.7% | Reduced |
| Bahl & Gaynor Inc | 5,779 | $674.2K | 0.00% | +439+8.2% | Added |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.05% | −41−0.7% | Reduced |
| Wrapmanager Inc | 5,792 | $675.8K | 0.18% | +3,132+117.7% | Added |
| Sippican Capital Advisors | 5,795 | $676.1K | 0.51% | −155−2.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,827 | $679.8K | 0.08% | +3,720+176.6% | Added |
| Bank of New Hampshire | 5,878 | $685.8K | 0.18% | −435−6.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,890 | $687.2K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 5,898 | $688.1K | 0.05% | +633+12.0% | Added |
| Diversify Wealth Management, LLC | 5,939 | $690.2K | 0.05% | −135−2.2% | Reduced |
| Wealth Alliance | 5,925 | $691.2K | 0.08% | −1,506−20.3% | Reduced |
| HBK Sorce Advisory LLC | 5,940 | $693.0K | 0.02% | +404+7.3% | Added |
| Bridgefront Capital, LLC | 5,949 | $694.1K | 0.20% | +5,949 | New |
| Beacon Financial Group | 5,962 | $695.6K | 0.08% | −989−14.2% | Reduced |
| Evergreen Capital Management LLC | 5,964 | $695.8K | 0.02% | +535+9.9% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $700.0K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,006 | $700.7K | 0.12% | −352−5.5% | Reduced |
| Anchor Investment Management, LLC | 6,011 | $701.3K | 0.07% | +825+15.9% | Added |
| Caxton Associates LLP | 6,039 | $704.6K | 0.02% | +6,039 | New |
| Clifford Group, LLC | 6,063 | $707.3K | 0.66% | −488−7.4% | Reduced |
| Goldstone Financial Group, LLC | 6,064 | $707.5K | 0.11% | +168+2.8% | Added |
| PDS Planning, Inc | 6,081 | $709.5K | 0.06% | +431+7.6% | Added |
| Bridgewater Advisors Inc. | 6,109 | $709.9K | 0.06% | +6,109 | New |
| CFS Investment Advisory Services, LLC | 6,083 | $710.0K | 0.06% | −201−3.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 6,089 | $710.4K | 0.20% | +72+1.2% | Added |
| Claro Advisors LLC | 6,103 | $712.0K | 0.10% | −544−8.2% | Reduced |
| Berger Financial Group, Inc | 6,104 | $712.1K | 0.05% | +258+4.4% | Added |
| Alta Advisers Ltd | 6,115 | $713.4K | 0.30% | +2,000+48.6% | Added |
| Scholtz & Company, LLC | 6,115 | $713.4K | 0.35% | +6,115 | New |
| Beck Mack & Oliver LLC | 6,125 | $714.6K | 0.01% | +3,625+145.0% | Added |
| Transatlantique Private Wealth LLC | 6,197 | $723.0K | 0.29% | −1,023−14.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $723.4K | 0.17% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,202 | $723.6K | 0.06% | −767−11.0% | Reduced |
| Welch & Forbes LLC | 6,211 | $724.6K | 0.01% | −18−0.3% | Reduced |
| GeoWealth Management, LLC | 6,217 | $725.3K | 0.03% | −6,036−49.3% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $728.4K | 0.38% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,253 | $729.5K | 0.04% | +3,865+161.9% | Added |
| Resonant Capital Advisors, LLC | 6,272 | $731.8K | 0.05% | +110+1.8% | Added |
| USA Financial Portformulas Corp | 6,289 | $733.7K | 0.12% | −3,215−33.8% | Reduced |
| Davis R M Inc | 6,328 | $738.3K | 0.01% | −649−9.3% | Reduced |
| Wharton Business Group, LLC | 6,334 | $739.0K | 0.03% | −290−4.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,363 | $742.4K | 0.06% | +674+11.8% | Added |
| Somerville Kurt F | 6,375 | $743.8K | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,376 | $743.9K | 0.03% | +356+5.9% | Added |
| Hamilton Capital, LLC | 6,387 | $745.2K | 0.05% | +63+1.0% | Added |
| Pictet & Cie (Europe) SA | 6,394 | $746.0K | 0.02% | +591+10.2% | Added |
| RFG Advisory, LLC | 6,449 | $752.4K | 0.02% | +4,181+184.3% | Added |
| BluePath Capital Management, LLC | 6,492 | $757.4K | 0.79% | −3,460−34.8% | Reduced |
| Mindset Wealth Management, LLC | 6,496 | $757.9K | 0.29% | −742−10.3% | Reduced |
| Everhart Financial Group, Inc. | 6,499 | $758.2K | 0.10% | −875−11.9% | Reduced |
| Cornercap Investment Counsel Inc | 6,511 | $759.6K | 0.40% | +6,511 | New |
| Capital Markets Trading UK LLP | 6,558 | $765.0K | 0.87% | −10,138−60.7% | Reduced |
| CenterStar Asset Management, LLC | 6,554 | $765.5K | 1.10% | +6,554 | New |
| Strategic Blueprint, LLC | 6,588 | $768.6K | 0.04% | +72+1.1% | Added |
| T. Rowe Price Investment Management, Inc. | 6,595 | $770.0K | 0.00% | +768+13.2% | Added |
| Harbor Advisors LLC | 6,608 | $771.0K | 0.13% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,611 | $771.3K | 0.37% | +429+6.9% | Added |
| Lee Danner & Bass Inc | 6,614 | $771.7K | 0.06% | −20.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $771.9K | 0.16% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,636 | $774.2K | 0.01% | −103−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 6,644 | $775.1K | 0.16% | +484+7.9% | Added |
| David Loasby | 7,325 | $780.7K | 0.08% | −433−5.6% | Reduced |
| Jmac Enterprises LLC | 6,700 | $781.7K | 0.19% | +800+13.6% | Added |
| Robotti Robert | 6,715 | $783.4K | 0.16% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $785.0K | 0.16% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,729 | $785.1K | 0.24% | −92−1.3% | Reduced |
| Polymer Capital Management (US) LLC | 6,730 | $785.2K | 0.24% | +6,730 | New |
| Meridian Investment Counsel Inc. | 6,735 | $785.8K | 0.23% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,738 | $786.1K | 0.64% | −24−0.4% | Reduced |
| IHT Wealth Management, LLC | 6,745 | $787.0K | 0.02% | +83+1.2% | Added |
| Empire Financial Management Company, LLC | 6,767 | $789.5K | 0.24% | +138+2.1% | Added |
| Hills Bank & Trust Co | 6,787 | $791.8K | 0.06% | −11−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,811 | $794.6K | 0.02% | −500−6.8% | Reduced |
| Private Trust Co NA | 6,827 | $796.5K | 0.08% | +203+3.1% | Added |
| AlphaCore Capital LLC | 6,834 | $797.4K | 0.07% | +1,422+26.3% | Added |
| Catalyst Financial Partners LLC | 6,874 | $802.0K | 0.15% | +139+2.1% | Added |
| IFG Advisors, LLC | 6,932 | $808.8K | 0.16% | 00.0% | Unchanged |