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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 33,910 | $3.96M | 0.77% | +33,910 | New |
| Logan Capital Management Inc | 34,009 | $3.97M | 0.18% | −3,982−10.5% | Reduced |
| Forum Financial Management, LP | 34,255 | $4.00M | 0.07% | +13,238+63.0% | Added |
| Siemens Fonds Invest GmbH | 34,375 | $4.01M | 0.28% | +34,375 | New |
| Compagnie Lombard Odier SCmA | 34,550 | $4.03M | 0.05% | +800+2.4% | Added |
| Andra AP-fonden | 34,711 | $4.05M | 0.07% | +34,711 | New |
| RNC Capital Management LLC | 34,787 | $4.06M | 0.21% | −409−1.2% | Reduced |
| Carret Asset Management, LLC | 34,984 | $4.08M | 0.46% | −55−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 35,004 | $4.08M | 0.15% | −264−0.7% | Reduced |
| Northwest Bancshares, Inc. | 35,076 | $4.09M | 0.75% | +5,823+19.9% | Added |
| First National Bank of Omaha | 35,171 | $4.10M | 0.28% | −7,227−17.0% | Reduced |
| Patten & Patten Inc | 35,253 | $4.11M | 0.28% | −921−2.5% | Reduced |
| Shorepoint Capital Partners LLC | 35,380 | $4.13M | 0.93% | +673+1.9% | Added |
| Capital Investment Counsel, LLC | 35,452 | $4.14M | 0.68% | +619+1.8% | Added |
| TD Private Client Wealth LLC | 35,629 | $4.16M | 0.11% | +7,670+27.4% | Added |
| Cito Capital Group, LLC | 35,855 | $4.18M | 1.59% | 00.0% | Unchanged |
| StoneX Group Inc. | 35,856 | $4.18M | 0.23% | +3,097+9.5% | Added |
| Sandy Cove Advisors, LLC | 35,990 | $4.20M | 1.69% | +170.0% | Added |
| Van Eck Associates Corp | 36,257 | $4.23M | 0.01% | +6,444+21.6% | Added |
| Financial Advisory Partners, LLC | 36,279 | $4.23M | 1.42% | −685−1.9% | Reduced |
| S&CO Inc | 36,347 | $4.24M | 0.28% | −400−1.1% | Reduced |
| Vinva Investment Management Ltd | 37,097 | $4.28M | 0.17% | −16,372−30.6% | Reduced |
| Lincluden Management Ltd | 36,741 | $4.29M | 0.54% | −4,756−11.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 36,915 | $4.31M | 0.16% | +994+2.8% | Added |
| Sterling Capital Management LLC | 36,956 | $4.31M | 0.07% | −3,317−8.2% | Reduced |
| Cullinan Associates Inc | 37,052 | $4.32M | 0.31% | −2,141−5.5% | Reduced |
| Adell Harriman & Carpenter Inc | 37,841 | $4.42M | 0.33% | +287+0.8% | Added |
| Hamilton Capital Partners Inc. | 37,945 | $4.43M | 0.28% | +6,105+19.2% | Added |
| V-Square Quantitative Management LLC | 37,976 | $4.43M | 0.65% | +1,262+3.4% | Added |
| Frank, Rimerman Advisors LLC | 37,986 | $4.43M | 0.35% | −45−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 37,997 | $4.43M | 0.16% | −996−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 38,238 | $4.46M | 0.68% | +120.0% | Added |
| City Holding Co | 38,390 | $4.48M | 0.63% | +976+2.6% | Added |
| Concurrent Investment Advisors, LLC | 38,775 | $4.52M | 0.11% | +21,657+126.5% | Added |
| K.J. Harrison & Partners Inc | 38,900 | $4.54M | 0.89% | +11,000+39.4% | Added |
| Brentview Investment Management LLC | 39,166 | $4.57M | 2.43% | +2,012+5.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,356 | $4.59M | 0.07% | −30−0.1% | Reduced |
| Cypress Financial Planning LLC | 39,451 | $4.60M | 1.66% | +30.0% | Added |
| New Age Alpha Advisors, LLC | 40,000 | $4.67M | 0.21% | +40,000 | New |
| Roanoke Asset Management Corp | 40,168 | $4.69M | 1.60% | +100+0.2% | Added |
| HighPoint Advisor Group LLC | 41,068 | $4.77M | 0.28% | −7,354−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 38,683 | $4.77M | 0.14% | −40,123−50.9% | Reduced |
| SevenBridge Financial Group, LLC | 37,845 | $4.81M | 0.95% | +7,085+23.0% | Added |
| Core Alternative Capital | 41,363 | $4.83M | 1.16% | −13,359−24.4% | Reduced |
| Covenant Asset Management, LLC | 41,409 | $4.83M | 1.21% | +23,721+134.1% | Added |
| Prime Capital Investment Advisors, LLC | 41,491 | $4.84M | 0.06% | +6,220+17.6% | Added |
| Cresset Asset Management, LLC | 41,673 | $4.86M | 0.02% | +625+1.5% | Added |
| United Capital Financial Advisers, LLC | 41,768 | $4.87M | 0.04% | +1,978+5.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,876 | $4.89M | 0.98% | +613+1.5% | Added |
| Occidental Asset Management, LLC | 42,186 | $4.92M | 0.74% | +1,515+3.7% | Added |
| Independent Advisor Alliance | 42,428 | $4.95M | 0.16% | −858−2.0% | Reduced |
| Union Bancaire Privee, UBP SA | 45,281 | $4.96M | 0.10% | +11,421+33.7% | Added |
| SkyOak Wealth, LLC | 42,621 | $4.97M | 1.09% | −1,129−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 42,653 | $4.98M | 0.06% | −5,730−11.8% | Reduced |
| Jones Financial Companies LLLP | 43,172 | $4.99M | 0.00% | +3,433+8.6% | Added |
| Raiffeisen Bank International AG | 43,247 | $4.99M | 0.08% | +6,976+19.2% | Added |
| SCS Capital Management LLC | 42,791 | $4.99M | 0.06% | +42,791 | New |
| Amica Mutual Insurance Co | 42,824 | $5.00M | 0.55% | −21,456−33.4% | Reduced |
| ABN AMRO Bank N.V. | 42,893 | $5.00M | 0.07% | +42,893 | New |
| Providence Capital Advisors, LLC | 43,100 | $5.03M | 1.05% | +43,100 | New |
| Thompson Siegel & Walmsley LLC | 43,372 | $5.06M | 0.09% | −11,261−20.6% | Reduced |
| Ci Investments Inc. | 44,111 | $5.15M | 0.02% | +36,845+507.1% | Added |
| Linscomb & Williams, Inc. | 44,566 | $5.20M | 0.26% | −176−0.4% | Reduced |
| IMC-Chicago, LLC | 44,741 | $5.22M | 0.20% | +16,291+57.3% | Added |
| Tiaa Trust, National Association | 44,755 | $5.22M | 0.02% | −237−0.5% | Reduced |
| Empirical Finance, LLC | 44,847 | $5.23M | 0.32% | +562+1.3% | Added |
| Torray LLC | 45,313 | $5.29M | 0.79% | +7,075+18.5% | Added |
| Bradyco, Inc. | 45,328 | $5.29M | 4.02% | 00.0% | Unchanged |
| Trajan Wealth LLC | 45,387 | $5.30M | 0.29% | +298+0.7% | Added |
| AustralianSuper Pty Ltd | 45,598 | $5.32M | 0.03% | −12,249−21.2% | Reduced |
| Dark Forest Capital Management LP | 45,824 | $5.35M | 0.25% | +43,618+1,977.2% | Added |
| Castleark Management LLC | 45,900 | $5.36M | 0.19% | 00.0% | Unchanged |
| Burney Co | 45,942 | $5.36M | 0.20% | +21,226+85.9% | Added |
| Westpac Banking Corp | 46,310 | $5.40M | 0.40% | +8,601+22.8% | Added |
| Simon Quick Advisors, LLC | 46,320 | $5.40M | 0.31% | −2,927−5.9% | Reduced |
| Highland Capital Management, LLC | 46,392 | $5.41M | 0.32% | +4,028+9.5% | Added |
| Toroso Investments, LLC | 46,579 | $5.43M | 0.05% | −34,438−42.5% | Reduced |
| First National Trust Co | 46,991 | $5.48M | 0.22% | +1,844+4.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 47,106 | $5.50M | 0.51% | +1,883+4.2% | Added |
| Hennessy Advisors Inc | 47,200 | $5.51M | 0.18% | −18,800−28.5% | Reduced |
| RSM US Wealth Management LLC | 47,720 | $5.57M | 0.09% | +3,615+8.2% | Added |
| Summit Financial, LLC | 47,764 | $5.57M | 0.16% | −1,301−2.7% | Reduced |
| Jefferies Financial Group Inc. | 48,142 | $5.62M | 0.10% | −96,758−66.8% | Reduced |
| Great Valley Advisor Group, Inc. | 48,149 | $5.62M | 0.12% | +41,183+591.2% | Added |
| Investment Management Corp of Ontario | 48,242 | $5.63M | 0.11% | +48,242 | New |
| FORA Capital, LLC | 48,250 | $5.63M | 0.57% | +48,250 | New |
| Glenview Trust Co | 48,465 | $5.65M | 0.11% | +672+1.4% | Added |
| Joel Isaacson & Co., LLC | 48,498 | $5.66M | 0.26% | +468+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,685 | $5.68M | 0.06% | −3,188−6.1% | Reduced |
| CAPROCK Group, Inc. | 48,781 | $5.69M | 0.17% | +860+1.8% | Added |
| Geneos Wealth Management Inc. | 48,847 | $5.70M | 0.19% | +8,492+21.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 44,694 | $5.72M | 0.31% | +44,694 | New |
| Consolidated Investment Group LLC | 49,215 | $5.74M | 0.88% | −2,385−4.6% | Reduced |
| Mirabaud & Cie SA | 49,217 | $5.74M | 1.96% | +9,970+25.4% | Added |
| Ameritas Investment Partners, Inc. | 49,290 | $5.75M | 0.20% | +4,254+9.4% | Added |
| Capital International Sarl | 49,687 | $5.80M | 0.13% | +5,071+11.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 49,897 | $5.82M | 0.34% | +7,486+17.7% | Added |
| Xcel Wealth Management, LLC | 49,975 | $5.83M | 1.82% | −3,030−5.7% | Reduced |
| Elk River Wealth Management, LLC | 50,203 | $5.86M | 1.10% | +1,663+3.4% | Added |
| NatWest Group plc | 50,235 | $5.86M | 1.73% | −13,814−21.6% | Reduced |