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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 50,272 | $5.87M | 1.23% | −837−1.6% | Reduced |
| Hilltop Holdings Inc. | 50,771 | $5.92M | 0.37% | +8,483+20.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 50,843 | $5.93M | 0.33% | +41,700+456.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,746 | $5.97M | 0.06% | −7,688−12.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,418 | $6.12M | 1.78% | −125−0.2% | Reduced |
| Aureus Asset Management, LLC | 53,207 | $6.21M | 0.43% | −210−0.4% | Reduced |
| Huntington National Bank | 53,263 | $6.21M | 0.05% | −435−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 53,446 | $6.24M | 0.17% | −2,360−4.2% | Reduced |
| Parallel Advisors, LLC | 53,593 | $6.25M | 0.14% | +916+1.7% | Added |
| Maryland State Retirement & Pension System | 53,714 | $6.27M | 0.15% | −8,734−14.0% | Reduced |
| Old Second National Bank of Aurora | 53,774 | $6.27M | 1.48% | +1,829+3.5% | Added |
| Ballentine Partners, LLC | 54,253 | $6.33M | 0.11% | +1,404+2.7% | Added |
| Jupiter Wealth Management LLC | 49,018 | $6.41M | 3.88% | +792+1.6% | Added |
| Worm Capital, LLC | 55,424 | $6.47M | 6.50% | +55,424 | New |
| ING Groep NV | 55,503 | $6.48M | 0.04% | −562−1.0% | Reduced |
| Park Avenue Securities LLC | 56,078 | $6.54M | 0.08% | +26,778+91.4% | Added |
| Vident Advisory, LLC | 56,657 | $6.61M | 0.10% | +32,960+139.1% | Added |
| Principal Street Partners, LLC | 56,783 | $6.62M | 1.23% | −4,348−7.1% | Reduced |
| Citizens Financial Group Inc | 57,013 | $6.65M | 0.13% | +1,993+3.6% | Added |
| White Pine Investment CO | 57,428 | $6.70M | 1.80% | −3,842−6.3% | Reduced |
| New Mexico Educational Retirement Board | 58,010 | $6.77M | 0.24% | −1,400−2.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 58,030 | $6.77M | 1.57% | −9,756−14.4% | Reduced |
| Becker Capital Management Inc | 58,096 | $6.78M | 0.22% | −525−0.9% | Reduced |
| Cunning Capital Partners, LP | 58,541 | $6.83M | 4.35% | −337−0.6% | Reduced |
| Zacks Investment Management | 58,679 | $6.85M | 0.06% | +49,017+507.3% | Added |
| Leonteq Securities AG | 59,216 | $6.86M | 0.52% | +38,249+182.4% | Added |
| Assenagon Asset Management S.A. | 59,299 | $6.92M | 0.01% | +1,873+3.3% | Added |
| Premier Fund Managers Ltd | 60,400 | $6.96M | 0.26% | +60,400 | New |
| Metis Global Partners, LLC | 60,088 | $7.01M | 0.20% | +6,737+12.6% | Added |
| Synovus Financial Corp | 60,273 | $7.03M | 0.09% | +3,364+5.9% | Added |
| Spectrum Wealth Counsel, LLC | 60,420 | $7.05M | 0.85% | −660−1.1% | Reduced |
| Tairen Capital Ltd | 60,900 | $7.11M | 0.47% | +60,900 | New |
| Caisse des Depots Et Consignations | 61,036 | $7.12M | 0.34% | −1,163−1.9% | Reduced |
| Steel Peak Wealth Management LLC | 61,117 | $7.13M | 0.30% | +39,772+186.3% | Added |
| Heritage Trust Co | 61,148 | $7.13M | 0.86% | −3,636−5.6% | Reduced |
| Tradewinds, LLC. | 61,246 | $7.15M | 2.02% | +328+0.5% | Added |
| Thrivent Financial for Lutherans | 60,343 | $7.16M | 0.02% | −6,018−9.1% | Reduced |
| Private Wealth Partners, LLC | 61,924 | $7.22M | 0.60% | −47−0.1% | Reduced |
| Alley Investment Management Company, LLC | 62,469 | $7.29M | 0.91% | +26,763+75.0% | Added |
| Coldstream Capital Management Inc | 62,492 | $7.29M | 0.16% | −924−1.5% | Reduced |
| Iowa State Bank | 64,550 | $7.53M | 1.60% | +978+1.5% | Added |
| Albion Financial Group | 64,683 | $7.55M | 0.53% | −596−0.9% | Reduced |
| Norinchukin Bank, The | 64,826 | $7.56M | 0.14% | +8,554+15.2% | Added |
| DCM Advisors, LLC | 65,857 | $7.63M | 4.07% | −3,666−5.3% | Reduced |
| Securian Asset Management, Inc | 65,546 | $7.65M | 0.23% | −1,124−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,932 | $7.69M | 0.52% | +56,055+567.5% | Added |
| Baugh & Associates, LLC | 69,280 | $7.75M | 3.92% | −371−0.5% | Reduced |
| Louisiana State Employees Retirement System | 66,500 | $7.76M | 0.15% | −200−0.3% | Reduced |
| GLOBALT Investments LLC | 67,652 | $7.89M | 0.32% | +558+0.8% | Added |
| Montag A & Associates Inc | 67,874 | $7.92M | 0.40% | +324+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 68,459 | $7.99M | 0.95% | −778−1.1% | Reduced |
| Leuthold Group, LLC | 68,662 | $8.01M | 1.04% | −5,301−7.2% | Reduced |
| Burns J W & Co Inc | 68,979 | $8.05M | 1.04% | −558−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 69,313 | $8.09M | 0.28% | −25,903−27.2% | Reduced |
| HB Wealth Management, LLC | 70,292 | $8.20M | 0.07% | +21,463+44.0% | Added |
| Jupiter Asset Management Ltd | 70,933 | $8.28M | 0.08% | +25,705+56.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 71,430 | $8.33M | 0.84% | −12,278−14.7% | Reduced |
| Elo Mutual Pension Insurance Co | 72,238 | $8.43M | 0.19% | −38,495−34.8% | Reduced |
| Abn Amro Investment Solutions | 72,365 | $8.44M | 0.18% | +20,368+39.2% | Added |
| Apollon Wealth Management, LLC | 72,684 | $8.48M | 0.19% | +38,355+111.7% | Added |
| Oliver Luxxe Assets LLC | 72,760 | $8.49M | 1.58% | −1,023−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,941 | $8.51M | 0.03% | +72,941 | New |
| Loomis Sayles & Co L P | 73,337 | $8.56M | 0.01% | +8,785+13.6% | Added |
| Hourglass Capital, LLC | 73,985 | $8.63M | 2.26% | −467−0.6% | Reduced |
| Voleon Capital Management LP | 74,559 | $8.70M | 0.68% | +11,703+18.6% | Added |
| Private Advisor Group, LLC | 74,581 | $8.70M | 0.05% | +2,295+3.2% | Added |
| Hartford Investment Management Co | 75,550 | $8.81M | 0.31% | −1,225−1.6% | Reduced |
| Omers Administration Corp | 75,716 | $8.83M | 0.08% | −1,725−2.2% | Reduced |
| Edgestream Partners, L.P. | 75,731 | $8.84M | 0.30% | +63,337+511.0% | Added |
| Calamos Wealth Management LLC | 75,771 | $8.84M | 0.44% | −20,963−21.7% | Reduced |
| D.A. Davidson & Co. | 75,878 | $8.85M | 0.07% | +1,909+2.6% | Added |
| Westbourne Investment Advisors, Inc. | 76,212 | $8.89M | 3.16% | −58−0.1% | Reduced |
| Advocate Group LLC | 76,900 | $8.97M | 1.64% | −3,916−4.8% | Reduced |
| Kentucky Retirement Systems | 78,328 | $9.14M | 0.28% | −7,279−8.5% | Reduced |
| Jane Street Group, LLC | 78,856 | $9.20M | 0.02% | −711,051−90.0% | Reduced |
| Greenwood Capital Associates LLC | 79,111 | $9.23M | 1.24% | +7,008+9.7% | Added |
| German American Bancorp, Inc. | 79,233 | $9.24M | 0.99% | +633+0.8% | Added |
| Eagle Capital Management LLC | 79,588 | $9.29M | 0.03% | −9,850−11.0% | Reduced |
| Empowered Funds, LLC | 79,734 | $9.30M | 0.13% | +2,578+3.3% | Added |
| McGuire Investment Group, LLC | 80,120 | $9.35M | 1.39% | +103+0.1% | Added |
| Balyasny Asset Management LLC | 80,464 | $9.39M | 0.02% | −158,812−66.4% | Reduced |
| Massmutual Trust Co FSB | 80,521 | $9.39M | 0.27% | +897+1.1% | Added |
| Guggenheim Capital LLC | 80,989 | $9.45M | 0.09% | −37,332−31.6% | Reduced |
| NEOS Investment Management LLC | 81,557 | $9.52M | 0.18% | +4,166+5.4% | Added |
| Hartline Investment Corp | 81,614 | $9.52M | 1.27% | +14,148+21.0% | Added |
| LMCG Investments, LLC | 81,858 | $9.55M | 0.63% | +1,068+1.3% | Added |
| DuPont Capital Management Corp | 83,219 | $9.71M | 1.08% | −15,522−15.7% | Reduced |
| Oppenheimer & Co Inc | 83,393 | $9.73M | 0.15% | −36,150−30.2% | Reduced |
| Banque Cantonale Vaudoise | 83,419 | $9.73M | 0.43% | +83,419 | New |
| Advisors Asset Management, Inc. | 83,728 | $9.77M | 0.18% | +12,376+17.3% | Added |
| F/M Investments LLC | 86,270 | $10.1M | 0.40% | −5,803−6.3% | Reduced |
| Brinker Capital Investments, LLC | 86,418 | $10.1M | 0.10% | −2,079−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 86,418 | $10.1M | 0.10% | −2,079−2.3% | Reduced |
| PGGM Investments | 86,640 | $10.1M | 0.14% | +31,614+57.5% | Added |
| La Banque Postale Asset Management SA | 86,682 | $10.1M | 0.16% | −3,199−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 87,592 | $10.2M | 0.09% | +79,040+924.2% | Added |
| Allianz SE | 87,997 | $10.3M | 0.27% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 88,500 | $10.3M | 0.35% | +600+0.7% | Added |
| Flputnam Investment Management Co | 88,629 | $10.3M | 0.19% | +12,504+16.4% | Added |
| TownSquare Capital, LLC | 88,787 | $10.4M | 0.11% | +6,843+8.4% | Added |