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; 2,746 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
- 2,104
- +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
- 756 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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 125 | $14.6K | 0.00% | −49−28.2% | Reduced |
| Penserra Capital Management LLC | 135 | $15.0K | 0.00% | −3,142−95.9% | Reduced |
| 10Elms LLP | 143 | $16.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 141 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 146 | $17.0K | 0.02% | +1+0.7% | Added |
| Atala Financial Inc | 149 | $17.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $17.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $18.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 155 | $18.1K | 0.01% | +37+31.4% | Added |
| Abound Wealth Management | 159 | $18.5K | 0.01% | −34−17.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 172 | $20.1K | 0.02% | −56−24.6% | Reduced |
| Red Tortoise LLC | 174 | $20.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 175 | $20.5K | 0.01% | +42+31.6% | Added |
| True Wealth Design, LLC | 176 | $20.5K | 0.01% | +76+76.0% | Added |
| Colonial Trust Advisors | 176 | $20.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 178 | $20.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 179 | $20.9K | 0.01% | +2+1.1% | Added |
| Broadwater Capital Management LLC | 183 | $21.4K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 183 | $21.4K | 0.00% | +17+10.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $21.6K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 189 | $22.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 190 | $22.1K | 0.01% | +1+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 190 | $22.2K | 0.01% | +78+69.6% | Added |
| Kathleen S. Wright Associates Inc. | 192 | $22.4K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 203 | $23.0K | 0.02% | +203 | New |
| Bare Financial Services, Inc | 199 | $23.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 200 | $23.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $23.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 202 | $23.6K | 0.01% | +202 | New |
| Bayforest Capital Ltd | 206 | $24.0K | 0.01% | +206 | New |
| CBIZ Investment Advisory Services, LLC | 211 | $24.6K | 0.00% | +111+111.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $25.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 219 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 221 | $25.8K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 230 | $26.8K | 0.00% | −500−68.5% | Reduced |
| MorganRosel Wealth Management, LLC | 232 | $27.1K | 0.01% | +232 | New |
| Glass Jacobson Investment Advisors llc | 227 | $28.6K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 246 | $28.7K | 0.02% | −22−8.2% | Reduced |
| Garde Capital, Inc. | 254 | $29.6K | 0.00% | +254 | New |
| Atlantic Edge Private Wealth Management, LLC | 255 | $29.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 256 | $29.9K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 264 | $30.8K | 0.02% | +88+50.0% | Added |
| Bank & Trust Co | 265 | $30.9K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 266 | $31.0K | 0.01% | +84+46.2% | Added |
| Crowley Wealth Management, Inc. | 273 | $31.9K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 275 | $32.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 285 | $33.0K | 0.01% | +2+0.7% | Added |
| Byrne Asset Management LLC | 284 | $33.1K | 0.02% | −25−8.1% | Reduced |
| Miller Wealth Advisors, LLC | 285 | $33.3K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 291 | $34.0K | 0.00% | +10+3.6% | Added |
| Ancora Advisors, LLC | 297 | $34.7K | 0.00% | +33+12.5% | Added |
| UMA Financial Services, Inc. | 297 | $34.7K | 0.01% | +4+1.4% | Added |
| ORG Partners LLC | 302 | $35.0K | 0.01% | +128+73.6% | Added |
| Maryland Capital Advisors Inc. | 300 | $35.0K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 302 | $35.2K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 307 | $35.7K | 0.01% | +68+28.5% | Added |
| Painted Porch Advisors LLC | 317 | $37.0K | 0.02% | −51−13.9% | Reduced |
| Laurel Wealth Advisors LLC | 323 | $37.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 329 | $38.4K | 0.01% | −966−74.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 330 | $38.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 333 | $38.9K | 0.00% | −686−67.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 338 | $39.5K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 353 | $41.1K | 0.03% | −10−2.8% | Reduced |
| Cornerstone Planning Group LLC | 368 | $41.3K | 0.01% | +239+185.3% | Added |
| Financial Network Wealth Advisors LLC | 356 | $41.5K | 0.05% | +75+26.7% | Added |
| ESL Trust Services, LLC | 360 | $42.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 363 | $42.4K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 365 | $42.6K | 0.04% | +365 | New |
| TruNorth Capital Management, LLC | 367 | $42.8K | 0.01% | +337+1,123.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $44.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 377 | $44.0K | 0.02% | −29−7.1% | Reduced |
| IMA Wealth, Inc. | 388 | $45.3K | 0.01% | +388 | New |
| Flagship Wealth Advisors, LLC | 396 | $46.2K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 396 | $46.2K | 0.01% | +3+0.8% | Added |
| Twin Lakes Capital Management, LLC | 408 | $47.6K | 0.03% | −312−43.3% | Reduced |
| Roxbury Financial LLC | 368 | $48.9K | 0.05% | +3+0.8% | Added |
| Sittner & Nelson, LLC | 433 | $50.5K | 0.02% | −77−15.1% | Reduced |
| NewSquare Capital LLC | 437 | $51.0K | 0.00% | +392+871.1% | Added |
| Provenance Wealth Advisors, LLC | 443 | $51.7K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 450 | $52.5K | 0.02% | +1+0.2% | Added |
| WPG Advisers, LLC | 455 | $53.1K | 0.05% | −80−15.0% | Reduced |
| Eukles Asset Management | 466 | $54.4K | 0.02% | −232−33.2% | Reduced |
| Accordant Advisory Group Inc | 470 | $54.8K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 470 | $54.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 475 | $55.4K | 0.01% | +400+533.3% | Added |
| Saudi Central Bank | 475 | $55.4K | 0.29% | +475 | New |
| Headlands Technologies LLC | 489 | $57.1K | 0.01% | +489 | New |
| Aviso Financial Inc. | 500 | $58.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 532 | $62.1K | 0.02% | +243+84.1% | Added |
| Creative Financial Designs Inc | 534 | $62.3K | 0.00% | +78+17.1% | Added |
| Hantz Financial Services, Inc. | 540 | $63.0K | 0.00% | +540 | New |
| Murphy & Mullick Capital Management Corp | 548 | $63.9K | 0.06% | +41+8.1% | Added |
| BFSG, LLC | 560 | $65.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 564 | $65.8K | 0.05% | +99+21.3% | Added |
| Itau Unibanco Holding S.A. | 564 | $66.0K | 0.00% | −298−34.6% | Reduced |
| First United Bank Trust | 568 | $66.3K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 544 | $66.7K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $67.1K | 0.06% | 00.0% | Unchanged |