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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 24,655 | $2.88M | 0.38% | +196+0.8% | Added |
| Pinnacle Financial Partners Inc | 24,657 | $2.88M | 0.06% | +19,586+386.2% | Added |
| Skopos Labs, Inc. | 24,802 | $2.89M | 0.62% | −3,835−13.4% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $2.92M | 0.21% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25,053 | $2.92M | 0.09% | −776−3.0% | Reduced |
| Harbor Capital Advisors, Inc. | 25,103 | $2.93M | 0.13% | −2,972−10.6% | Reduced |
| Meeder Advisory Services, Inc. | 25,258 | $2.95M | 0.18% | +1,402+5.9% | Added |
| Horizon Investments, LLC | 25,476 | $2.95M | 0.09% | +847+3.4% | Added |
| Davenport & Co LLC | 25,332 | $2.96M | 0.02% | −476−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,340 | $2.96M | 0.04% | −50.0% | Reduced |
| Benjamin Edwards Inc | 25,380 | $2.96M | 0.04% | −278−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 25,475 | $2.97M | 0.46% | +531+2.1% | Added |
| Change Path, LLC | 25,478 | $2.97M | 0.09% | +7,451+41.3% | Added |
| Wealthspire Advisors, LLC | 25,493 | $2.97M | 0.02% | −4,815−15.9% | Reduced |
| Palisade Asset Management, LLC | 25,688 | $3.00M | 0.31% | +349+1.4% | Added |
| Morangie Management LLC | 25,721 | $3.00M | 2.94% | +1,259+5.1% | Added |
| Culbertson A N & Co Inc | 25,794 | $3.01M | 0.48% | −245−0.9% | Reduced |
| Signaturefd, LLC | 25,826 | $3.01M | 0.06% | +1,134+4.6% | Added |
| Merit Financial Group, LLC | 26,193 | $3.06M | 0.05% | +12,035+85.0% | Added |
| Next Level Private LLC | 26,248 | $3.06M | 1.14% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 26,270 | $3.06M | 0.54% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $3.13M | 0.03% | −2,250−7.7% | Reduced |
| Canandaigua National Bank & Trust Co | 26,846 | $3.13M | 0.31% | −2,640−9.0% | Reduced |
| Trilogy Capital Inc. | 27,082 | $3.16M | 0.17% | +6,630+32.4% | Added |
| Hoey Investments, Inc | 27,251 | $3.18M | 0.63% | −3,710−12.0% | Reduced |
| Hodges Capital Management Inc. | 27,432 | $3.20M | 0.32% | −10,948−28.5% | Reduced |
| Meyer Handelman Co | 27,568 | $3.22M | 0.11% | −230−0.8% | Reduced |
| Brasada Capital Management, LP | 32,434 | $3.25M | 0.65% | −171−0.5% | Reduced |
| Dock Street Asset Management Inc | 28,060 | $3.27M | 0.39% | +28,060 | New |
| Alerus Financial NA | 28,098 | $3.28M | 0.26% | +24,714+730.3% | Added |
| United Services Automobile Association | 28,503 | $3.29M | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 28,237 | $3.29M | 0.10% | +6,526+30.1% | Added |
| Principal Securities, Inc. | 26,328 | $3.31M | 0.07% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $3.31M | 0.31% | −2,000−6.6% | Reduced |
| Fidelis Capital Partners, LLC | 28,574 | $3.31M | 0.35% | −170−0.6% | Reduced |
| Americana Partners, LLC | 28,642 | $3.34M | 0.13% | +1,196+4.4% | Added |
| Susquehanna Fundamental Investments, LLC | 28,800 | $3.36M | 0.06% | 00.0% | Unchanged |
| Covea Finance | 28,800 | $3.36M | 0.15% | +28,800 | New |
| Allworth Financial LP | 29,081 | $3.36M | 0.02% | +1,043+3.7% | Added |
| Bleakley Financial Group, LLC | 28,850 | $3.37M | 0.11% | +397+1.4% | Added |
| Equitable Holdings, Inc. | 28,880 | $3.37M | 0.03% | +1,116+4.0% | Added |
| Axxcess Wealth Management, LLC | 28,951 | $3.38M | 0.09% | −3,954−12.0% | Reduced |
| Integrated Advisors Network LLC | 28,996 | $3.38M | 0.17% | −41,124−58.6% | Reduced |
| Bryn Mawr Trust Co | 29,015 | $3.39M | 0.06% | −1,496−4.9% | Reduced |
| Mirabella Financial Services LLP | 29,004 | $3.39M | 0.14% | +15,739+118.7% | Added |
| Infrastructure Capital Advisors, LLC | 29,264 | $3.41M | 0.43% | +8,263+39.3% | Added |
| Stephens Inc | 29,288 | $3.42M | 0.05% | −534−1.8% | Reduced |
| Diversified Trust Co | 29,298 | $3.42M | 0.08% | −5,358−15.5% | Reduced |
| Longbow Finance SA | 29,358 | $3.43M | 0.41% | −6,304−17.7% | Reduced |
| Capital International Ltd | 29,423 | $3.43M | 0.15% | +1,442+5.2% | Added |
| SRS Capital Advisors, Inc. | 29,463 | $3.44M | 0.22% | +27,895+1,779.0% | Added |
| Congress Wealth Management LLC | 29,516 | $3.45M | 0.04% | +2,155+7.9% | Added |
| HCR Wealth Advisors | 29,636 | $3.46M | 0.45% | +852+3.0% | Added |
| Ritholtz Wealth Management | 29,751 | $3.47M | 0.10% | +498+1.7% | Added |
| South State Corp. | 29,911 | $3.49M | 0.16% | +11,557+63.0% | Added |
| Fulton Bank, N.A. | 29,948 | $3.49M | 0.14% | −472−1.6% | Reduced |
| Gifford Fong Associates | 30,000 | $3.50M | 0.87% | 00.0% | Unchanged |
| XTX Topco Ltd | 30,020 | $3.50M | 0.18% | +23,575+365.8% | Added |
| Fifth Third Wealth Advisors LLC | 30,104 | $3.51M | 0.18% | +7,373+32.4% | Added |
| Quadrant Capital Group LLC | 30,105 | $3.51M | 0.13% | +15,960+112.8% | Added |
| J. Safra Sarasin Holding AG | 30,182 | $3.52M | 0.06% | +17,824+144.2% | Added |
| Advisory Services Network, LLC | 30,194 | $3.52M | 0.07% | −626−2.0% | Reduced |
| Salem Investment Counselors Inc | 30,319 | $3.54M | 0.12% | +1,002+3.4% | Added |
| Gotham Asset Management, LLC | 30,330 | $3.54M | 0.03% | +1,015+3.5% | Added |
| National Asset Management, Inc. | 30,338 | $3.54M | 0.11% | +3,731+14.0% | Added |
| Winton Group Ltd | 30,469 | $3.55M | 0.22% | +30,469 | New |
| Quantbot Technologies LP | 30,554 | $3.56M | 0.11% | +30,554 | New |
| Commerzbank Aktiengesellschaft | 30,583 | $3.57M | 0.08% | +7,098+30.2% | Added |
| Perigon Wealth Management, LLC | 30,728 | $3.59M | 0.09% | −16,134−34.4% | Reduced |
| Integrated Wealth Concepts LLC | 30,743 | $3.59M | 0.04% | −5,478−15.1% | Reduced |
| Sciencast Management LP | 31,000 | $3.62M | 0.83% | +6,772+28.0% | Added |
| Engineers Gate Manager LP | 31,029 | $3.62M | 0.06% | +31,029 | New |
| Savant Capital, LLC | 31,071 | $3.63M | 0.03% | −6,333−16.9% | Reduced |
| Greenleaf Trust | 31,235 | $3.64M | 0.03% | −1,650−5.0% | Reduced |
| Moody National Bank Trust Division | 31,240 | $3.64M | 0.38% | −298−0.9% | Reduced |
| First National Advisers, LLC | 31,349 | $3.66M | 0.59% | −5,140−14.1% | Reduced |
| Zions Bancorporation, National Association | 31,498 | $3.67M | 0.23% | +31,498 | New |
| Central Trust Co | 31,674 | $3.70M | 0.09% | +468+1.5% | Added |
| Mattson Financial Services, LLC | 31,719 | $3.70M | 1.11% | +439+1.4% | Added |
| Sculati Wealth Management, LLC | 31,736 | $3.70M | 1.50% | −1,038−3.2% | Reduced |
| Allstate Corp | 31,800 | $3.71M | 0.11% | −4,118−11.5% | Reduced |
| Community Trust & Investment Co | 31,872 | $3.72M | 0.24% | −1,266−3.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 28,093 | $3.74M | 0.69% | +28,043+56,086.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,094 | $3.74M | 2.61% | −318−1.0% | Reduced |
| First Citizens Bank & Trust Co | 32,130 | $3.75M | 0.10% | +475+1.5% | Added |
| Everence Capital Management Inc | 32,291 | $3.77M | 0.26% | 00.0% | Unchanged |
| Sigma Planning Corp | 32,404 | $3.78M | 0.12% | +2,592+8.7% | Added |
| SG Americas Securities, LLC | 32,455 | $3.79M | 0.01% | +310+1.0% | Added |
| Greenwich Wealth Management LLC | 32,748 | $3.82M | 0.29% | +19,045+139.0% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.83M | 1.43% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 32,846 | $3.83M | 0.13% | +231+0.7% | Added |
| Inspire Trust Co, N.A. | 33,000 | $3.85M | 0.92% | +3,000+10.0% | Added |
| Plato Investment Management Ltd | 32,715 | $3.86M | 0.33% | −9,196−21.9% | Reduced |
| KMG Fiduciary Partners, LLC | 33,073 | $3.86M | 0.32% | −69−0.2% | Reduced |
| EP Wealth Advisors, LLC | 33,273 | $3.88M | 0.03% | +8,776+35.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,362 | $3.89M | 0.28% | −15,701−32.0% | Reduced |
| Truvestments Capital LLC | 33,454 | $3.90M | 0.85% | +27,270+441.0% | Added |
| Clearstead Advisors, LLC | 33,692 | $3.93M | 0.06% | +325+1.0% | Added |
| NBC Securities, Inc. | 33,757 | $3.94M | 0.34% | +33,723+99,185.3% | Added |
| Laurion Capital Management LP | 33,893 | $3.95M | 0.30% | −5,421−13.8% | Reduced |