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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 17,326 | $2.02M | 0.08% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 17,534 | $2.02M | 0.03% | −115,443−86.8% | Reduced |
| Koshinski Asset Management, Inc. | 17,392 | $2.03M | 0.17% | −2,189−11.2% | Reduced |
| King Luther Capital Management Corp | 17,529 | $2.05M | 0.01% | −70−0.4% | Reduced |
| Whittier Trust Co | 17,550 | $2.05M | 0.03% | −29−0.2% | Reduced |
| Oak Asset Management, LLC | 17,568 | $2.05M | 0.75% | +450+2.6% | Added |
| Strategic Advisors LLC | 17,648 | $2.06M | 0.40% | −426−2.4% | Reduced |
| Freedom Day Solutions, LLC | 17,709 | $2.07M | 0.63% | −1,611−8.3% | Reduced |
| Intrust Bank NA | 17,730 | $2.07M | 0.20% | +982+5.9% | Added |
| Chatham Capital Group, Inc. | 17,826 | $2.08M | 0.35% | −2,045−10.3% | Reduced |
| Hall Laurie J Trustee | 18,000 | $2.10M | 0.75% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 18,008 | $2.10M | 0.60% | +405+2.3% | Added |
| Abbot Financial Management, Inc. | 18,075 | $2.11M | 1.09% | −25−0.1% | Reduced |
| Brown Brothers Harriman & Co | 18,123 | $2.11M | 0.01% | −1,406−7.2% | Reduced |
| Texas Yale Capital Corp. | 18,230 | $2.13M | 0.09% | −6,690−26.8% | Reduced |
| Brown Financial Advisors | 18,234 | $2.13M | 0.88% | +2,612+16.7% | Added |
| Insight Inv LLC | 18,378 | $2.14M | 1.47% | +88+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 18,433 | $2.15M | 0.13% | −145−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,507 | $2.16M | 0.16% | −344−1.8% | Reduced |
| Acropolis Investment Management, LLC | 18,552 | $2.16M | 0.13% | −83−0.4% | Reduced |
| AIA Group Ltd | 18,649 | $2.18M | 0.05% | +6,204+49.9% | Added |
| NewEdge Wealth, LLC | 18,735 | $2.19M | 0.04% | +788+4.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,825 | $2.20M | 0.06% | −8,801−31.9% | Reduced |
| Eisler Capital Management Ltd. | 18,951 | $2.21M | 0.07% | +18,951 | New |
| Shaker Investments LLC | 18,958 | $2.21M | 1.07% | +18,958 | New |
| Hudson Canyon Capital Management | 18,979 | $2.21M | 1.56% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 786,814 | $2.22M | 0.19% | +72,838+10.2% | Added |
| Capital Investment Counsel, Inc | 19,108 | $2.23M | 0.33% | +300+1.6% | Added |
| PFG Investments, LLC | 19,345 | $2.26M | 0.14% | −2,312−10.7% | Reduced |
| Wakefield Asset Management LLLP | 19,382 | $2.26M | 0.68% | +19,382 | New |
| Fundamentun, LLC | 19,402 | $2.26M | 0.12% | +442+2.3% | Added |
| We Are One Seven, LLC | 19,433 | $2.27M | 0.09% | −2,791−12.6% | Reduced |
| Triglav Skladi, D.O.O. | 19,512 | $2.28M | 0.19% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 19,584 | $2.28M | 1.65% | +25+0.1% | Added |
| Pensionmark Financial Group, LLC | 19,616 | $2.29M | 0.06% | +2,297+13.3% | Added |
| Wolff Wiese Magana LLC | 19,701 | $2.30M | 1.56% | +80.0% | Added |
| NorthRock Partners, LLC | 19,786 | $2.31M | 0.08% | +760+4.0% | Added |
| Caldwell Trust Co | 19,838 | $2.31M | 0.25% | −1,210−5.7% | Reduced |
| Verition Fund Management LLC | 19,878 | $2.32M | 0.01% | −43,206−68.5% | Reduced |
| LGT Group Foundation | 19,937 | $2.33M | 0.03% | +814+4.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 20,054 | $2.34M | 0.83% | −416−2.0% | Reduced |
| Baldwin Investment Management, LLC | 20,073 | $2.34M | 0.28% | −730−3.5% | Reduced |
| Point72 Europe (London) LLP | 20,200 | $2.36M | 0.16% | +20,200 | New |
| River Street Advisors LLC | 20,385 | $2.38M | 1.18% | +2,991+17.2% | Added |
| Moloney Securities Asset Management, LLC | 20,571 | $2.40M | 0.32% | +16,477+402.5% | Added |
| Quantitative Investment Management, LLC | 20,639 | $2.41M | 0.22% | +20,639 | New |
| Hurley Capital, LLC | 20,672 | $2.41M | 1.83% | −2,784−11.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,479 | $2.41M | 0.02% | −3,018−12.3% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.42M | 1.54% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 20,969 | $2.45M | 0.10% | −1,286−5.8% | Reduced |
| Regions Financial Corp | 21,033 | $2.45M | 0.02% | −177−0.8% | Reduced |
| Brookstone Capital Management | 21,103 | $2.46M | 0.04% | +13,349+172.2% | Added |
| Concord Wealth Partners | 21,135 | $2.47M | 0.40% | +8,561+68.1% | Added |
| Asio Capital, LLC | 21,155 | $2.47M | 0.48% | +488+2.4% | Added |
| Cacti Asset Management LLC | 21,500 | $2.48M | 0.20% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 21,464 | $2.50M | 0.48% | −987−4.4% | Reduced |
| Leavell Investment Management, Inc. | 21,579 | $2.52M | 0.12% | −900−4.0% | Reduced |
| Smith, Salley & Associates | 21,676 | $2.53M | 0.17% | +737+3.5% | Added |
| William B. Walkup & Associates, Inc. | 21,752 | $2.54M | 1.55% | +120+0.6% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.54M | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 21,862 | $2.55M | 0.09% | +452+2.1% | Added |
| Am Investment Strategies LLC | 21,932 | $2.56M | 0.62% | +1,114+5.4% | Added |
| Sumitomo Life Insurance Co | 22,097 | $2.58M | 0.09% | −319−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,158 | $2.59M | 0.10% | −8,711−28.2% | Reduced |
| Sowell Financial Services LLC | 22,323 | $2.60M | 0.12% | +2,213+11.0% | Added |
| IFG Advisory, LLC | 22,459 | $2.62M | 0.15% | +1,846+9.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,488 | $2.62M | 0.11% | −281−1.2% | Reduced |
| KCM Investment Advisors LLC | 22,529 | $2.63M | 0.09% | −630−2.7% | Reduced |
| Stevens Capital Management LP | 22,607 | $2.64M | 0.65% | +22,607 | New |
| YHB Investment Advisors, Inc. | 22,720 | $2.65M | 0.22% | +112+0.5% | Added |
| Alaethes Wealth LLC | 22,722 | $2.65M | 0.97% | +256+1.1% | Added |
| Stance Capital LLC | 22,802 | $2.66M | 1.97% | +22,796+379,933.3% | Added |
| Pitcairn Co | 22,815 | $2.66M | 0.16% | +36+0.2% | Added |
| Beacon Pointe Advisors, LLC | 22,982 | $2.68M | 0.03% | −1,418−5.8% | Reduced |
| Graphene Investments SAS | 23,000 | $2.68M | 1.96% | +23,000 | New |
| Capital Asset Advisory Services LLC | 22,508 | $2.68M | 0.14% | −91−0.4% | Reduced |
| Capital Investment Advisors, LLC | 23,121 | $2.70M | 0.05% | +1,383+6.4% | Added |
| Lipe & Dalton | 23,125 | $2.70M | 1.51% | −2,537−9.9% | Reduced |
| Stratos Wealth Partners, LTD. | 23,125 | $2.70M | 0.04% | −2,550−9.9% | Reduced |
| Bouvel Investment Partners, LLC | 25,924 | $2.70M | 1.03% | −687−2.6% | Reduced |
| Paradigm Asset Management Co LLC | 23,200 | $2.71M | 0.72% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,205 | $2.71M | 0.01% | −95,742−80.5% | Reduced |
| Vestcor Inc | 23,364 | $2.73M | 0.09% | +897+4.0% | Added |
| Concord Asset Management, LLC | 24,432 | $2.74M | 0.60% | +12,560+105.8% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.75M | 1.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 23,578 | $2.75M | 0.21% | +1,426+6.4% | Added |
| Meridian Wealth Management, LLC | 23,869 | $2.78M | 0.13% | +6,092+34.3% | Added |
| Transcend Wealth Collective, LLC | 24,087 | $2.81M | 0.20% | −1,159−4.6% | Reduced |
| Marvin & Palmer Associates Inc | 24,097 | $2.81M | 4.20% | −30,280−55.7% | Reduced |
| Glass Wealth Management Co LLC | 24,216 | $2.83M | 1.70% | −3,132−11.5% | Reduced |
| Caas Capital Management LP | 24,235 | $2.83M | 1.34% | +18,385+314.3% | Added |
| Mach-1 Financial Group, Inc. | 24,312 | $2.84M | 0.85% | +19,508+406.1% | Added |
| Financial Advisory Service, Inc. | 24,339 | $2.84M | 0.23% | +1,093+4.7% | Added |
| Group One Trading, L.P. | 24,361 | $2.84M | 0.12% | +1,826+8.1% | Added |
| Griffin Asset Management, Inc. | 24,413 | $2.85M | 0.35% | +395+1.6% | Added |
| True North Advisors, LLC | 24,423 | $2.85M | 0.51% | −4,172−14.6% | Reduced |
| Aigen Investment Management, LP | 24,479 | $2.86M | 0.46% | +24,479 | New |
| Northeast Investment Management | 24,582 | $2.87M | 0.13% | +151+0.6% | Added |
| MainStreet Investment Advisors LLC | 24,593 | $2.87M | 0.42% | −762−3.0% | Reduced |
| Stolper Co | 24,608 | $2.87M | 0.94% | +85+0.3% | Added |