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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 12,835 | $1.50M | 0.04% | −904−6.6% | Reduced |
| Rossmore Private Capital | 12,837 | $1.50M | 0.18% | +939+7.9% | Added |
| Foster & Motley Inc | 12,908 | $1.51M | 0.09% | −1,172−8.3% | Reduced |
| Smartleaf Asset Management LLC | 13,093 | $1.51M | 0.15% | +1,010+8.4% | Added |
| Wilkins Investment Counsel Inc | 12,949 | $1.51M | 0.22% | −1,665−11.4% | Reduced |
| Evoke Wealth, LLC | 13,016 | $1.52M | 0.04% | +528+4.2% | Added |
| Norden Group LLC | 13,057 | $1.52M | 0.18% | −1,076−7.6% | Reduced |
| Crestwood Advisors Group LLC | 13,110 | $1.53M | 0.03% | +280+2.2% | Added |
| Penobscot Investment Management Company, Inc. | 13,114 | $1.53M | 0.14% | −500−3.7% | Reduced |
| Vanguard Capital Wealth Advisors | 13,261 | $1.55M | 1.89% | −3,100−18.9% | Reduced |
| Quent Capital, LLC | 13,269 | $1.55M | 0.16% | +971+7.9% | Added |
| Great Diamond Partners, LLC | 13,289 | $1.55M | 0.42% | −947−6.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,344 | $1.56M | 0.05% | +1,277+10.6% | Added |
| Long Run Wealth Advisors, LLC | 13,349 | $1.56M | 0.35% | +2,206+19.8% | Added |
| Brighton Jones LLC | 13,382 | $1.56M | 0.05% | +600+4.7% | Added |
| Silvercrest Asset Management Group LLC | 13,383 | $1.56M | 0.01% | +1,505+12.7% | Added |
| Compton Wealth Advisory Group, LLC | 13,412 | $1.56M | 0.43% | +319+2.4% | Added |
| Systematic Financial Management LP | 13,500 | $1.58M | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 13,558 | $1.58M | 0.44% | +1,034+8.3% | Added |
| Golden State Equity Partners | 13,615 | $1.59M | 0.31% | −61−0.4% | Reduced |
| Garner Asset Management Corp | 13,624 | $1.59M | 0.70% | −120−0.9% | Reduced |
| Regal Investment Advisors LLC | 13,630 | $1.59M | 0.13% | −7,365−35.1% | Reduced |
| NBT Bank N A | 13,747 | $1.60M | 0.12% | −277−2.0% | Reduced |
| Umpqua Bank | 13,853 | $1.62M | 0.56% | +194+1.4% | Added |
| TLWM | 13,863 | $1.62M | 0.32% | +248+1.8% | Added |
| Atalanta Sosnoff Capital, LLC | 13,879 | $1.62M | 0.04% | −505,633−97.3% | Reduced |
| Tocqueville Asset Management L.P. | 13,890 | $1.62M | 0.03% | −155−1.1% | Reduced |
| Diligent Investors, LLC | 13,906 | $1.62M | 0.39% | −254−1.8% | Reduced |
| AE Wealth Management LLC | 13,936 | $1.63M | 0.01% | +26+0.2% | Added |
| Qtron Investments LLC | 13,955 | $1.63M | 0.24% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 13,985 | $1.63M | 0.24% | +2,819+25.2% | Added |
| Trust Co of Vermont | 14,037 | $1.64M | 0.08% | +637+4.8% | Added |
| Aventura Private Wealth, LLC | 14,104 | $1.65M | 0.86% | +516+3.8% | Added |
| Parkside Financial Bank & Trust | 14,284 | $1.67M | 0.21% | +378+2.7% | Added |
| Trust Asset Management LLC | 14,311 | $1.67M | 0.14% | −976−6.4% | Reduced |
| Wealthcare Advisory Partners LLC | 14,373 | $1.68M | 0.04% | +11,338+373.6% | Added |
| Galaxy Digital Capital Management GP LLC | 14,389 | $1.68M | 2.57% | −12,288−46.1% | Reduced |
| Alberta Investment Management Corp | 14,400 | $1.68M | 0.01% | −8,100−36.0% | Reduced |
| Congress Asset Management Co | 14,433 | $1.68M | 0.01% | −100−0.7% | Reduced |
| LS Investment Advisors, LLC | 14,435 | $1.68M | 0.26% | +965+7.2% | Added |
| Courier Capital LLC | 14,443 | $1.69M | 0.11% | −220−1.5% | Reduced |
| Oddo BHF Asset Management SAS | 14,466 | $1.69M | 0.07% | +7,466+106.7% | Added |
| Dynasty Wealth Management, LLC | 14,634 | $1.71M | 0.03% | +115+0.8% | Added |
| Krilogy Financial LLC | 14,662 | $1.71M | 0.11% | −508−3.3% | Reduced |
| Capital Investment Advisory Services, LLC | 14,666 | $1.71M | 0.15% | +194+1.3% | Added |
| Chesapeake Wealth Management | 14,688 | $1.71M | 0.61% | −313−2.1% | Reduced |
| Northcape Wealth Management, LLC | 14,701 | $1.72M | 0.55% | −555−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14,717 | $1.72M | 0.09% | +1,557+11.8% | Added |
| NVWM, LLC | 14,841 | $1.73M | 0.46% | +250+1.7% | Added |
| Prospera Financial Services Inc | 14,873 | $1.74M | 0.04% | +3,640+32.4% | Added |
| Aft, Forsyth & Sober, LLC | 14,900 | $1.74M | 0.61% | +200+1.4% | Added |
| Mystic Asset Management, Inc. | 14,945 | $1.74M | 0.46% | −119−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 14,974 | $1.75M | 0.02% | +20.0% | Added |
| Insigneo Advisory Services, LLC | 15,093 | $1.76M | 0.18% | +1,743+13.1% | Added |
| Waterfront Wealth Inc. | 15,132 | $1.77M | 0.43% | −363−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,144 | $1.77M | 0.10% | +438+3.0% | Added |
| SeaCrest Wealth Management, LLC | 15,145 | $1.77M | 0.20% | −1,041−6.4% | Reduced |
| Prudent Man Advisors, LLC | 15,155 | $1.77M | 0.64% | +136+0.9% | Added |
| Atomi Financial Group, Inc. | 15,230 | $1.78M | 0.08% | +10+0.1% | Added |
| Cookson Peirce & Co Inc | 15,273 | $1.78M | 0.09% | +7,554+97.9% | Added |
| Community Bank, N.A. | 15,408 | $1.80M | 0.24% | −7,185−31.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 15,416 | $1.80M | 1.50% | −755−4.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,429 | $1.80M | 0.02% | +100+0.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 15,473 | $1.81M | 0.82% | +15,473 | New |
| White Pine Capital LLC | 15,485 | $1.81M | 0.63% | +130+0.8% | Added |
| Snowden Capital Advisors LLC | 15,556 | $1.81M | 0.06% | −1,169−7.0% | Reduced |
| New England Research & Management, Inc. | 15,694 | $1.83M | 0.93% | +494+3.3% | Added |
| Trust Investment Advisors | 15,827 | $1.85M | 1.19% | +450+2.9% | Added |
| 1st Source Bank | 15,928 | $1.86M | 0.11% | +30.0% | Added |
| Matrix Trust Co | 15,945 | $1.86M | 0.31% | −283−1.7% | Reduced |
| Aspen Grove Capital, LLC | 15,952 | $1.86M | 0.36% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,970 | $1.86M | 0.05% | −1,593−9.1% | Reduced |
| Decatur Capital Management, Inc. | 15,996 | $1.87M | 0.97% | +47+0.3% | Added |
| Cherokee Insurance Co | 16,000 | $1.87M | 0.82% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 16,009 | $1.87M | 0.05% | +2,964+22.7% | Added |
| Charter Oak Capital Management, LLC | 16,098 | $1.88M | 0.17% | +105+0.7% | Added |
| Somerset Trust Co | 16,130 | $1.88M | 0.67% | +708+4.6% | Added |
| AMG National Trust Bank | 16,153 | $1.88M | 0.05% | +1,345+9.1% | Added |
| iA Global Asset Management Inc. | 16,166 | $1.89M | 0.03% | −53,774−76.9% | Reduced |
| Granite Group Advisors, LLC | 16,205 | $1.89M | 1.31% | −2,423−13.0% | Reduced |
| Howland Capital Management LLC | 16,298 | $1.90M | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 16,407 | $1.91M | 0.02% | +538+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 16,423 | $1.92M | 0.03% | +306+1.9% | Added |
| Schear Investment Advisers, LLC | 16,496 | $1.92M | 1.11% | +2,687+19.5% | Added |
| Verdence Capital Advisors LLC | 16,554 | $1.93M | 0.15% | −776−4.5% | Reduced |
| Miracle Mile Advisors, LLC | 16,624 | $1.94M | 0.04% | −344−2.0% | Reduced |
| Altman Advisors, Inc. | 16,844 | $1.94M | 0.90% | +314+1.9% | Added |
| IFC Advisors LLC | 16,665 | $1.94M | 0.41% | −321−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 16,744 | $1.95M | 0.14% | +285+1.7% | Added |
| Coastline Trust Co | 16,845 | $1.97M | 0.24% | +571+3.5% | Added |
| Syon Capital LLC | 16,861 | $1.97M | 0.16% | +7,555+81.2% | Added |
| Valeo Financial Advisors, LLC | 16,892 | $1.97M | 0.05% | +156+0.9% | Added |
| Talon Private Wealth, LLC | 16,692 | $1.98M | 0.27% | +16,306+4,224.4% | Added |
| Avestar Capital, LLC | 17,047 | $1.99M | 0.19% | +3,757+28.3% | Added |
| Ironwood Investment Counsel, LLC | 17,129 | $2.00M | 0.35% | +366+2.2% | Added |
| Institute for Wealth Management, LLC. | 17,134 | $2.00M | 0.26% | −144−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 17,147 | $2.00M | 0.03% | −26−0.2% | Reduced |
| Maven Securities LTD | 17,197 | $2.01M | 0.44% | +8,460+96.8% | Added |
| Profund Advisors LLC | 17,247 | $2.01M | 0.09% | −946−5.2% | Reduced |
| Arrow Financial Corp | 17,258 | $2.01M | 0.23% | −11,471−39.9% | Reduced |