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
- 2,103
- +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
- 755 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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 9,155 | $1.07M | 0.17% | +600+7.0% | Added |
| IFP Advisors, Inc | 9,193 | $1.07M | 0.03% | +1,470+19.0% | Added |
| TRUE Private Wealth Advisors | 9,213 | $1.07M | 0.13% | +1,032+12.6% | Added |
| Busey Wealth Management | 9,284 | $1.08M | 0.04% | +513+5.8% | Added |
| Bank of Jackson Hole Trust | 8,202 | $1.09M | 0.71% | −374−4.4% | Reduced |
| FourThought Financial Partners, LLC | 9,359 | $1.09M | 0.11% | −590−5.9% | Reduced |
| Moment Partners, LLC | 9,367 | $1.09M | 0.22% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,396 | $1.10M | 0.06% | −1,716−15.4% | Reduced |
| Atlas Legacy Advisors, LLC | 9,399 | $1.10M | 0.28% | −6−0.1% | Reduced |
| W Advisors, LLC | 9,450 | $1.10M | 0.69% | +87+0.9% | Added |
| Premier Path Wealth Partners, LLC | 9,527 | $1.11M | 0.17% | −545−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 9,538 | $1.11M | 0.15% | −1,844−16.2% | Reduced |
| Independent Financial Group, LLC | 9,543 | $1.11M | 0.04% | −2,018−17.5% | Reduced |
| KLCM Advisors, Inc. | 9,557 | $1.12M | 0.13% | −176−1.8% | Reduced |
| Arkadios Wealth Advisors | 9,567 | $1.12M | 0.04% | +3,134+48.7% | Added |
| Investors Research Corp | 9,583 | $1.12M | 0.24% | +33+0.3% | Added |
| Armis Advisers, LLC | 9,732 | $1.12M | 0.10% | +9,732 | New |
| Legacy Bridge, LLC | 9,658 | $1.13M | 0.63% | 00.0% | Unchanged |
| BNP Paribas | 9,676 | $1.13M | 0.05% | +1,128+13.2% | Added |
| Net Worth Advisory Group | 9,759 | $1.14M | 0.36% | +1,568+19.1% | Added |
| Trust Point Inc. | 9,812 | $1.14M | 0.10% | −1,442−12.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,852 | $1.15M | 0.02% | +9,764+11,095.5% | Added |
| Gallagher Capital Advisors, LLC | 9,899 | $1.15M | 0.88% | +394+4.1% | Added |
| Fort Point Capital Partners LLC | 9,929 | $1.16M | 0.13% | +18+0.2% | Added |
| Ascent Group, LLC | 9,938 | $1.16M | 0.05% | +6,809+217.6% | Added |
| Buckley Wealth Management, LLC | 9,985 | $1.16M | 0.36% | +200+2.0% | Added |
| Avalon Trust Co | 10,000 | $1.17M | 0.09% | −1,000−9.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.17M | 0.02% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 10,061 | $1.17M | 1.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,105 | $1.18M | 0.24% | −151−1.5% | Reduced |
| Caption Management, LLC | 10,200 | $1.19M | 0.05% | +10,200 | New |
| Hennion & Walsh Asset Management, Inc. | 10,211 | $1.19M | 0.05% | −3,339−24.6% | Reduced |
| Lee Financial Co | 10,310 | $1.20M | 0.18% | −1,481−12.6% | Reduced |
| Peoples Financial Services Corp. | 10,315 | $1.20M | 0.58% | −500−4.6% | Reduced |
| Dakota Wealth Management | 10,555 | $1.23M | 0.03% | −20−0.2% | Reduced |
| 111 Capital | 10,571 | $1.23M | 0.24% | +10,571 | New |
| Cape Ann Savings Bank | 10,582 | $1.23M | 0.77% | −20−0.2% | Reduced |
| Financial Engines Advisors L.L.C. | 10,594 | $1.24M | 0.00% | +63+0.6% | Added |
| CFM Wealth Partners LLC | 10,642 | $1.24M | 0.22% | +98+0.9% | Added |
| Avidian Wealth Solutions, LLC | 10,644 | $1.24M | 0.06% | +274+2.6% | Added |
| Mesirow Financial Investment Management, Inc. | 10,648 | $1.24M | 0.02% | +667+6.7% | Added |
| First Horizon Advisors, Inc. | 10,662 | $1.24M | 0.04% | +66+0.6% | Added |
| Mork Capital Management, LLC | 10,670 | $1.24M | 0.98% | 00.0% | Unchanged |
| Washington Trust Co | 10,714 | $1.25M | 0.05% | −271−2.5% | Reduced |
| Carmel Capital Partners, LLC | 10,754 | $1.25M | 0.49% | +1,473+15.9% | Added |
| Centaurus Financial, Inc. | 10,782 | $1.26M | 0.08% | +1,967+22.3% | Added |
| CenterBook Partners LP | 10,872 | $1.27M | 0.08% | +10,872 | New |
| Vestmark Advisory Solutions, Inc. | 10,898 | $1.27M | 0.03% | +3,416+45.7% | Added |
| Zullo Investment Group, Inc. | 10,905 | $1.27M | 0.55% | −48−0.4% | Reduced |
| KPP Advisory Services LLC | 10,953 | $1.28M | 0.24% | +2,921+36.4% | Added |
| Choate Investment Advisors | 10,995 | $1.28M | 0.03% | −34−0.3% | Reduced |
| Dempze Nancy E | 11,000 | $1.28M | 0.77% | −4,000−26.7% | Reduced |
| Schechter Investment Advisors, LLC | 11,001 | $1.28M | 0.11% | −2,828−20.4% | Reduced |
| GTS Securities LLC | 11,026 | $1.29M | 0.06% | −64−0.6% | Reduced |
| Delta Asset Management LLC | 11,102 | $1.30M | 0.12% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 11,300 | $1.31M | 0.18% | +11,300 | New |
| Mutual Advisors, LLC | 11,328 | $1.31M | 0.04% | +515+4.8% | Added |
| Parcion Private Wealth LLC | 11,271 | $1.31M | 0.11% | +69+0.6% | Added |
| Longfellow Investment Management Co LLC | 11,299 | $1.32M | 0.32% | +2,240+24.7% | Added |
| Beverly Hills Private Wealth, LLC | 11,344 | $1.32M | 0.26% | −6,030−34.7% | Reduced |
| Worth Asset Management, LLC | 11,390 | $1.33M | 0.73% | −526−4.4% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.33M | 0.30% | 00.0% | Unchanged |
| Twin Capital Management Inc | 11,467 | $1.34M | 0.16% | +5,210+83.3% | Added |
| Wedmont Private Capital | 12,398 | $1.34M | 0.07% | +426+3.6% | Added |
| Berkshire Asset Management LLC | 11,342 | $1.35M | 0.06% | −111−1.0% | Reduced |
| Cigna Investments Inc | 11,605 | $1.35M | 0.25% | −396−3.3% | Reduced |
| Chemung Canal Trust Co | 11,629 | $1.36M | 0.30% | −367−3.1% | Reduced |
| Delphi Management Inc | 11,631 | $1.36M | 1.38% | −448−3.7% | Reduced |
| Principle Wealth Partners LLC | 11,640 | $1.36M | 0.10% | +13+0.1% | Added |
| LSV Asset Management | 11,696 | $1.36M | 0.00% | +3,048+35.2% | Added |
| Independence Bank of Kentucky | 11,734 | $1.37M | 0.21% | −111−0.9% | Reduced |
| ISAM Funds (UK) Ltd | 11,764 | $1.37M | 0.68% | +11,764 | New |
| Magnus Financial Group LLC | 11,811 | $1.38M | 0.13% | −1,160−8.9% | Reduced |
| Farther Finance Advisors, LLC | 11,912 | $1.38M | 0.04% | +2,989+33.5% | Added |
| J.W. Cole Advisors, Inc. | 12,093 | $1.39M | 0.04% | −656−5.1% | Reduced |
| Resurgent Financial Advisors LLC | 11,905 | $1.39M | 0.83% | +4,251+55.5% | Added |
| SBI Securities Co., Ltd. | 11,941 | $1.39M | 0.05% | +1,333+12.6% | Added |
| Savvy Advisors, Inc. | 12,016 | $1.40M | 0.14% | +460+4.0% | Added |
| Parsons Capital Management Inc | 12,042 | $1.40M | 0.08% | +388+3.3% | Added |
| Trustmark National Bank Trust Department | 12,104 | $1.41M | 0.10% | +2,023+20.1% | Added |
| Viewpoint Capital Management LLC | 12,119 | $1.41M | 0.76% | −200−1.6% | Reduced |
| Mather Group, LLC. | 12,130 | $1.42M | 0.02% | +804+7.1% | Added |
| Kesler, Norman & Wride, LLC | 12,172 | $1.42M | 0.27% | +5,665+87.1% | Added |
| Bard Financial Services, Inc. | 12,180 | $1.42M | 0.17% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 12,277 | $1.43M | 0.07% | +12,277 | New |
| CBOE Vest Financial, LLC | 12,317 | $1.44M | 0.02% | +5,217+73.5% | Added |
| Clough Capital Partners L P | 12,428 | $1.45M | 0.18% | −17,022−57.8% | Reduced |
| First Bank & Trust | 12,464 | $1.45M | 0.28% | −125−1.0% | Reduced |
| Lansing Street Advisors | 12,500 | $1.46M | 0.49% | +115+0.9% | Added |
| Evelyn Partners Investment Management LLP | 12,515 | $1.46M | 0.05% | −205−1.6% | Reduced |
| Excalibur Management Corp | 12,527 | $1.46M | 0.57% | −239−1.9% | Reduced |
| Interchange Capital Partners, LLC | 12,575 | $1.47M | 0.41% | +18+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.47M | 0.46% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 12,639 | $1.47M | 0.16% | +612+5.1% | Added |
| Clarius Group, LLC | 12,644 | $1.48M | 0.09% | −106−0.8% | Reduced |
| Spire Wealth Management | 12,668 | $1.48M | 0.05% | +1,010+8.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,700 | $1.48M | 0.09% | −1,838−12.6% | Reduced |
| Radnor Capital Management, LLC | 12,699 | $1.48M | 0.25% | +70+0.6% | Added |
| Donoghue Forlines LLC | 12,758 | $1.49M | 0.47% | +475+3.9% | Added |
| Callan Family Office, LLC | 12,772 | $1.49M | 0.11% | −12,648−49.8% | Reduced |