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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 576 | $67.2K | 0.02% | −95−14.2% | Reduced |
| Horrell Capital Management, Inc. | 583 | $68.0K | 0.03% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 585 | $68.3K | 0.07% | 00.0% | Unchanged |
| Groupe la Francaise | 574 | $68.3K | 0.00% | +574 | New |
| Bell Investment Advisors, Inc | 601 | $70.1K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 602 | $70.2K | 0.00% | +15+2.6% | Added |
| Meeder Asset Management Inc | 641 | $74.8K | 0.01% | +331+106.8% | Added |
| Union Savings Bank | 649 | $75.7K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 653 | $76.2K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 661 | $77.1K | 0.05% | −9−1.3% | Reduced |
| Kozak & Associates, Inc. | 717 | $78.3K | 0.02% | +4+0.6% | Added |
| JFS Wealth Advisors, LLC | 677 | $79.0K | 0.01% | −1−0.1% | Reduced |
| Wayfinding Financial, LLC | 684 | $79.0K | 0.03% | +684 | New |
| Nalls Sherbakoff Group, LLC | 702 | $81.9K | 0.07% | +702 | New |
| Wellington Shields & Co., LLC | 711 | $83.0K | 0.03% | +302+73.8% | Added |
| Sierra Ocean, LLC | 718 | $83.8K | 0.07% | +208+40.8% | Added |
| Gen-Wealth Partners Inc | 720 | $84.0K | 0.04% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 903 | $85.0K | 0.09% | +903 | New |
| Plante Moran Financial Advisors, LLC | 753 | $87.9K | 0.01% | +128+20.5% | Added |
| Ogorek Anthony Joseph | 761 | $88.0K | 0.03% | +214+39.1% | Added |
| Trust Co | 755 | $88.1K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 779 | $90.9K | 0.02% | +56+7.7% | Added |
| VSM Wealth Advisory, LLC | 780 | $91.0K | 0.03% | +1+0.1% | Added |
| Ameliora Wealth Management Ltd. | 792 | $92.4K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $93.3K | 0.04% | −500−38.5% | Reduced |
| Park Circle Co | 800 | $93.3K | 0.08% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 801 | $93.4K | 0.03% | +5+0.6% | Added |
| Activest Wealth Management | 805 | $93.9K | 0.03% | +314+64.0% | Added |
| Hanson & Doremus Investment Management | 811 | $95.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 833 | $96.4K | 0.03% | +803+2,676.7% | Added |
| Curio Wealth, LLC | 2 | $97.7K | 0.05% | −248−99.2% | Reduced |
| Riverview Trust Co | 841 | $98.1K | 0.10% | −21−2.4% | Reduced |
| Cedar Mountain Advisors, LLC | 849 | $99.1K | 0.02% | −8−0.9% | Reduced |
| Atticus Wealth Management, LLC | 850 | $99.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 855 | $99.8K | 0.01% | −43−4.8% | Reduced |
| J.Safra Asset Management Corp | 870 | $101.5K | 0.01% | −110−11.2% | Reduced |
| Financial Life Planners | 887 | $103.5K | 0.10% | +5+0.6% | Added |
| Hollencrest Capital Management | 891 | $104.0K | 0.00% | +2+0.2% | Added |
| Covestor Ltd | 905 | $106.0K | 0.07% | −204−18.4% | Reduced |
| Hartford Financial Management Inc. | 915 | $106.8K | 0.02% | +46+5.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 917 | $107.1K | 0.04% | +145+18.8% | Added |
| MV Capital Management, Inc. | 922 | $107.6K | 0.01% | +3+0.3% | Added |
| Gleason Group, Inc. | 925 | $107.9K | 0.02% | +6+0.7% | Added |
| First Financial Corp | 925 | $107.9K | 0.05% | −254−21.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 944 | $110.1K | 0.07% | +396+72.3% | Added |
| TSFG, LLC | 948 | $111.0K | 0.02% | +357+60.4% | Added |
| HHM Wealth Advisors, LLC | 966 | $112.7K | 0.02% | +179+22.7% | Added |
| Caldwell Sutter Capital, Inc. | 975 | $113.8K | 0.05% | −69−6.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,000 | $116.0K | 0.00% | +1,000 | New |
| Silicon Valley Capital Partners | 1,007 | $116.1K | 0.02% | +824+450.3% | Added |
| Monetary Management Group Inc | 1,000 | $116.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $116.7K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $116.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $116.7K | 0.06% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,006 | $117.4K | 0.57% | +45+4.7% | Added |
| 1248 Management, LLC | 1,009 | $117.7K | 0.05% | +1,009 | New |
| Accredited Wealth Management, LLC | 1,014 | $118.3K | 0.10% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,020 | $119.1K | 0.02% | +1+0.1% | Added |
| Creekmur Asset Management LLC | 1,027 | $119.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,067 | $124.5K | 0.03% | +9+0.9% | Added |
| PSI Advisors, LLC | 1,068 | $124.6K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,069 | $124.7K | 0.02% | +2+0.2% | Added |
| Chesapeake Asset Management LLC | 1,069 | $124.7K | 0.12% | +201+23.2% | Added |
| Atlantic Trust, LLC | 1,078 | $125.8K | 0.03% | −122−10.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,081 | $126.1K | 0.00% | +195+22.0% | Added |
| Millstone Evans Group, LLC | 1,083 | $126.4K | 0.09% | 00.0% | Unchanged |
| General Partner, Inc. | 1,107 | $129.2K | 0.08% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 282,043 | $130.0K | 0.08% | +280,889+24,340.5% | Added |
| Sound Income Strategies, LLC | 1,116 | $130.2K | 0.01% | +43+4.0% | Added |
| Rakuten Securities, Inc. | 1,134 | $132.3K | 0.07% | −1,450−56.1% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $134.9K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,162 | $135.5K | 0.01% | +54+4.9% | Added |
| Sherman Asset Management, Inc. | 1,162 | $135.6K | 0.13% | −8−0.7% | Reduced |
| Compass Wealth Management LLC | 1,184 | $138.1K | 0.04% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,203 | $140.4K | 0.05% | +203+20.3% | Added |
| West Paces Advisors Inc. | 1,210 | $141.2K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,211 | $141.3K | 0.02% | −103−7.8% | Reduced |
| Silver Oak Securities, Inc | 1,240 | $143.0K | 0.01% | +2+0.2% | Added |
| Alpine Bank Wealth Management | 1,260 | $147.0K | 0.02% | +1,260 | New |
| Howard Capital Management Group, LLC | 1,316 | $153.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,334 | $155.6K | 0.02% | +121+10.0% | Added |
| Global Financial Private Client, LLC | 1,334 | $155.6K | 0.06% | +39+3.0% | Added |
| Silvant Capital Management LLC | 1,357 | $158.3K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,383 | $161.4K | 0.11% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,394 | $162.6K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,415 | $165.0K | 0.02% | +200+16.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $167.4K | 0.06% | +350+32.3% | Added |
| eCIO, Inc. | 1,438 | $167.8K | 0.06% | +1,438 | New |
| Colonial Trust Co | 1,443 | $168.4K | 0.03% | +488+51.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $175.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,528 | $178.2K | 0.03% | +1,528 | New |
| Brown, Lisle/Cummings, Inc. | 1,533 | $178.9K | 0.05% | +30+2.0% | Added |
| Bruce G. Allen Investments, LLC | 1,539 | $179.6K | 0.14% | −161−9.5% | Reduced |
| TFC Financial Management | 1,553 | $181.2K | 0.03% | +1,209+351.5% | Added |
| Piscataqua Savings Bank | 1,574 | $183.6K | 0.16% | +80+5.4% | Added |
| Twin Tree Management, LP | 1,586 | $185.0K | 0.00% | −154,993−99.0% | Reduced |
| Ransom Advisory, Ltd | 1,594 | $186.0K | 0.09% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $186.7K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,597 | $187.0K | 0.08% | +201+14.4% | Added |
| Weatherly Asset Management L. P. | 1,715 | $200.1K | 0.02% | −84−4.7% | Reduced |