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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 6,941 | $809.5K | 0.07% | −1,809−20.7% | Reduced |
| Independent Investors Inc | 6,983 | $814.7K | 0.17% | −500−6.7% | Reduced |
| Eads & Heald Wealth Management | 7,057 | $823.0K | 0.42% | −28−0.4% | Reduced |
| Rothschild Investment LLC | 7,090 | $827.2K | 0.06% | −880−11.0% | Reduced |
| Fieldview Capital Management, LLC | 7,098 | $828.1K | 0.12% | +7,098 | New |
| Legacy Advisors, LLC | 7,113 | $829.9K | 0.09% | +595+9.1% | Added |
| Richards, Merrill & Peterson, Inc. | 7,124 | $831.2K | 0.43% | +924+14.9% | Added |
| Graypoint LLC | 7,129 | $831.8K | 0.05% | +72+1.0% | Added |
| Hartford Funds Management Co LLC | 7,145 | $833.6K | 0.08% | −724−9.2% | Reduced |
| Two Sigma Securities, LLC | 7,177 | $837.3K | 0.13% | +7,177 | New |
| LexAurum Advisors, LLC | 7,179 | $837.5K | 0.16% | −60−0.8% | Reduced |
| Sage Mountain Advisors LLC | 7,200 | $840.0K | 0.06% | +359+5.2% | Added |
| North Star Investment Management Corp. | 7,204 | $840.5K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,720 | $842.8K | 0.05% | −410−5.0% | Reduced |
| Cidel Asset Management Inc | 7,237 | $844.3K | 0.06% | −591−7.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,857 | $847.5K | 0.61% | +1,255+19.0% | Added |
| Perpetual Ltd | 7,284 | $849.8K | 0.01% | −268−3.5% | Reduced |
| Clarendon Private LLC | 7,316 | $853.6K | 0.90% | +218+3.1% | Added |
| Adviser Investments LLC | 7,319 | $853.8K | 0.01% | −386−5.0% | Reduced |
| Bank of Stockton | 7,323 | $854.4K | 0.27% | −296−3.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $859.7K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,370 | $859.9K | 0.07% | −829−10.1% | Reduced |
| MidWestOne Financial Group, Inc. | 7,386 | $861.7K | 0.12% | +169+2.3% | Added |
| Grove Bank & Trust | 7,418 | $865.5K | 0.12% | +1,032+16.2% | Added |
| Visionary Wealth Advisors | 7,423 | $866.1K | 0.05% | +826+12.5% | Added |
| Jamison Private Wealth Management, Inc. | 7,454 | $869.6K | 0.13% | +891+13.6% | Added |
| CVA Family Office, LLC | 7,496 | $874.5K | 0.13% | +259+3.6% | Added |
| Mark Asset Management LP | 7,500 | $875.0K | 0.13% | +7,500 | New |
| CMT Capital Markets Trading GmbH | 7,520 | $877.0K | 0.36% | +7,520 | New |
| Westover Capital Advisors, LLC | 7,530 | $878.5K | 0.20% | 00.0% | Unchanged |
| CX Institutional | 7,561 | $882.0K | 0.03% | −43−0.6% | Reduced |
| Bull Street Advisors, LLC | 7,575 | $884.0K | 0.42% | −104−1.4% | Reduced |
| Asset Dedication, LLC | 7,583 | $884.7K | 0.07% | −783−9.4% | Reduced |
| Hancock Whitney Corp | 7,587 | $885.2K | 0.03% | +464+6.5% | Added |
| Operose Advisors LLC | 7,607 | $887.6K | 0.29% | +250+3.4% | Added |
| Larson Financial Group LLC | 7,637 | $891.0K | 0.04% | +3,355+78.4% | Added |
| Charles Schwab Trust Co | 7,723 | $901.0K | 0.08% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,755 | $904.7K | 0.25% | +29+0.4% | Added |
| Stratos Wealth Advisors, LLC | 7,761 | $905.5K | 0.05% | −943−10.8% | Reduced |
| Twinbeech Capital LP | 7,766 | $906.1K | 0.02% | +7,766 | New |
| Cim Investment Mangement Inc | 7,773 | $906.9K | 0.21% | −6−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 7,622 | $907.7K | 0.03% | −357−4.5% | Reduced |
| Mechanics Financial Corp | 7,788 | $908.6K | 0.41% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,804 | $910.5K | 0.02% | +1,565+25.1% | Added |
| Corsair Capital Management, L.P. | 7,814 | $911.7K | 0.23% | 00.0% | Unchanged |
| US Asset Management LLC | 7,832 | $914.0K | 0.87% | +2,020+34.8% | Added |
| Good Life Advisors, LLC | 7,850 | $915.8K | 0.06% | −506−6.1% | Reduced |
| South Plains Financial, Inc. | 7,861 | $917.1K | 0.72% | −221−2.7% | Reduced |
| Virtu Financial LLC | 7,890 | $920.0K | 0.05% | +7,890 | New |
| Ausdal Financial Partners, Inc. | 7,912 | $923.0K | 0.07% | +2,902+57.9% | Added |
| Quest Partners LLC | 7,932 | $925.4K | 0.10% | +6,022+315.3% | Added |
| Advisors Capital Management, LLC | 7,938 | $926.2K | 0.01% | −31−0.4% | Reduced |
| TigerOak Management, L.L.C. | 7,942 | $926.6K | 0.36% | 00.0% | Unchanged |
| Berkshire Bank | 7,959 | $928.6K | 0.23% | −349−4.2% | Reduced |
| LGT Fund Management Co Ltd. | 7,999 | $933.2K | 0.08% | +785+10.9% | Added |
| Breakwater Capital Group | 8,000 | $933.4K | 0.17% | +430+5.7% | Added |
| Parkside Investments, LLC | 8,000 | $933.4K | 0.14% | +2,000+33.3% | Added |
| HM Payson & Co | 8,040 | $938.0K | 0.02% | +783+10.8% | Added |
| Patton Albertson Miller Group, LLC | 8,053 | $939.6K | 0.14% | +30+0.4% | Added |
| Herold Advisors, Inc. | 8,062 | $940.6K | 0.21% | −259−3.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,086 | $943.4K | 0.24% | +1,212+17.6% | Added |
| Genesee Capital Advisors, LLC | 8,090 | $943.9K | 0.47% | +507+6.7% | Added |
| Mission Wealth Management, LP | 8,093 | $944.3K | 0.02% | +1,086+15.5% | Added |
| Sage Rhino Capital LLC | 8,094 | $944.3K | 0.22% | −143−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 8,128 | $948.3K | 0.01% | +1,523+23.1% | Added |
| Sompo Asset Management Co., Ltd. | 8,170 | $953.2K | 0.18% | +1,280+18.6% | Added |
| Old National Bancorp | 8,236 | $960.9K | 0.03% | −736−8.2% | Reduced |
| Proficio Capital Partners LLC | 8,237 | $961.0K | 0.07% | −156−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,278 | $965.8K | 0.02% | −282−3.3% | Reduced |
| Terry L. Blaker | 8,327 | $971.5K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8,344 | $973.5K | 0.12% | +85+1.0% | Added |
| Orion Capital Management LLC | 8,390 | $978.9K | 0.41% | −70−0.8% | Reduced |
| Diversify Advisory Services, LLC | 8,460 | $983.2K | 0.06% | −1,458−14.7% | Reduced |
| Wedbush Securities Inc | 8,475 | $989.0K | 0.04% | +1,872+28.4% | Added |
| Gryphon Financial Partners LLC | 8,531 | $995.3K | 0.14% | +1,861+27.9% | Added |
| Credit Industriel Et Commercial | 8,547 | $997.2K | 0.18% | +2,917+51.8% | Added |
| New Vernon Investment Management LLC | 8,550 | $997.5K | 1.33% | −19,074−69.0% | Reduced |
| E&G Advisors, LP | 8,710 | $999.5K | 0.28% | 00.0% | Unchanged |
| Eastern Bank | 8,686 | $1.01M | 0.02% | −19−0.2% | Reduced |
| Symphony Financial, Ltd. Co. | 9,454 | $1.02M | 0.60% | +14+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 8,743 | $1.02M | 0.09% | −965−9.9% | Reduced |
| Strait & Sound Wealth Management LLC | 8,747 | $1.02M | 0.47% | +2,945+50.8% | Added |
| Buffington Mohr McNeal | 8,765 | $1.02M | 0.20% | −2,675−23.4% | Reduced |
| Moneta Group Investment Advisors LLC | 8,809 | $1.03M | 0.01% | +2,041+30.2% | Added |
| Paladin Wealth, LLC | 8,834 | $1.03M | 0.93% | +775+9.6% | Added |
| bLong Financial, LLC | 8,859 | $1.03M | 0.92% | −12−0.1% | Reduced |
| Pennsylvania Capital Management Inc | 8,867 | $1.03M | 0.38% | +49+0.6% | Added |
| Aaron Wealth Advisors | 8,907 | $1.04M | 0.12% | +146+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,933 | $1.04M | 0.04% | +131+1.5% | Added |
| Nilsine Partners, LLC | 8,964 | $1.05M | 0.11% | −136−1.5% | Reduced |
| Texas Capital Bancshares Inc | 8,970 | $1.05M | 0.45% | −244−2.6% | Reduced |
| LVW Advisors, LLC | 8,984 | $1.05M | 0.13% | −1,976−18.0% | Reduced |
| Modera Wealth Management, LLC | 8,988 | $1.05M | 0.01% | −800−8.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,082 | $1.05M | 0.08% | +953+11.7% | Added |
| First Citizens Financial Corp | 9,024 | $1.05M | 0.60% | +25+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,024 | $1.05M | 0.54% | +11+0.1% | Added |
| Verity & Verity, LLC | 9,063 | $1.06M | 0.09% | −816−8.3% | Reduced |
| Sienna Gestion | 9,346 | $1.06M | 0.09% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 9,089 | $1.06M | 0.48% | −500−5.2% | Reduced |
| Triangle Securities Wealth Management | 9,099 | $1.06M | 0.27% | −343−3.6% | Reduced |