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 |
|---|---|---|---|---|---|
| Allium Financial Advisors, LLC | 1,718 | $200.4K | 0.18% | +1,718 | New |
| Lantz Financial LLC | 1,720 | $200.7K | 0.05% | −196−10.2% | Reduced |
| Titleist Asset Management, LLC | 1,721 | $200.8K | 0.02% | −511−22.9% | Reduced |
| Werba Rubin Papier Wealth Management | 1,722 | $200.9K | 0.04% | −23−1.3% | Reduced |
| Precedent Wealth Partners, LLC | 1,729 | $201.7K | 0.06% | −124−6.7% | Reduced |
| Rise Advisors, LLC | 1,730 | $201.9K | 0.09% | −14−0.8% | Reduced |
| Secure Asset Management, LLC | 1,733 | $202.2K | 0.04% | +1,733 | New |
| Maltin Wealth Management, Inc. | 1,734 | $202.3K | 0.09% | −51−2.9% | Reduced |
| Lifestyle Asset Management, Inc. | 1,735 | $202.4K | 0.11% | +5+0.3% | Added |
| Granite Harbor Advisors, Inc. | 1,735 | $202.4K | 0.11% | +1,735 | New |
| Bank Ozk | 1,736 | $202.5K | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,736 | $202.5K | 0.03% | +1,736 | New |
| Hoxton Planning & Management, LLC | 1,739 | $202.9K | 0.08% | −238−12.0% | Reduced |
| Antonelli Financial Advisors, LLC | 1,739 | $202.9K | 0.16% | −652−27.3% | Reduced |
| Grunden Financial Advisory, Inc. | 1,740 | $203.0K | 0.10% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,740 | $203.1K | 0.02% | +1,740 | New |
| Lewis Asset Management, LLC | 1,744 | $203.4K | 0.17% | −19−1.1% | Reduced |
| Family Firm, Inc. | 1,747 | $203.8K | 0.05% | −272−13.5% | Reduced |
| NBW Capital LLC | 1,748 | $203.9K | 0.05% | −206−10.5% | Reduced |
| Godsey & Gibb Associates | 1,750 | $204.2K | 0.02% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 1,752 | $204.4K | 0.14% | +150+9.4% | Added |
| Cozad Asset Management Inc | 1,755 | $204.8K | 0.02% | −70−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 1,755 | $204.8K | 0.03% | +97+5.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,755 | $204.8K | 0.05% | −127−6.7% | Reduced |
| Goelzer Investment Management, Inc. | 1,764 | $205.8K | 0.01% | +1,764 | New |
| CM Wealth Advisors LLC | 1,766 | $206.0K | 0.07% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,768 | $206.2K | 0.04% | −1−0.1% | Reduced |
| RKL Wealth Management LLC | 1,769 | $206.4K | 0.02% | +2+0.1% | Added |
| WealthTrust Axiom LLC | 1,770 | $206.5K | 0.06% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,772 | $206.8K | 0.10% | −27−1.5% | Reduced |
| Johnson Financial Group, Inc. | 1,776 | $207.2K | 0.01% | −142−7.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,781 | $207.8K | 0.04% | −77−4.1% | Reduced |
| Centurion Wealth Management LLC | 1,653 | $207.9K | 0.07% | 00.0% | Unchanged |
| Manske Wealth Management | 1,784 | $208.2K | 0.08% | +1,784 | New |
| Fragasso Group Inc. | 1,786 | $208.4K | 0.02% | +1,786 | New |
| R Squared Ltd | 1,787 | $208.5K | 0.22% | +1,227+219.1% | Added |
| JB Capital LLC | 1,787 | $208.6K | 0.01% | +16+0.9% | Added |
| Sterling Financial Group, Inc. | 1,789 | $208.7K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 1,800 | $210.0K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $210.0K | 0.07% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $210.0K | 0.20% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,805 | $210.6K | 0.06% | +50+2.8% | Added |
| Accurate Wealth Management, LLC | 1,924 | $210.6K | 0.04% | +1,924 | New |
| Manhattan West Asset Management, LLC | 1,807 | $210.8K | 0.05% | +1,807 | New |
| Private Advisory Group LLC | 1,811 | $211.3K | 0.02% | +1,811 | New |
| Abel Hall, LLC | 1,813 | $211.5K | 0.13% | +1,813 | New |
| Goldstein Advisors, LLC | 1,816 | $211.9K | 0.03% | −153−7.8% | Reduced |
| Cypress Capital Group | 1,822 | $212.6K | 0.03% | −3,093−62.9% | Reduced |
| Pflug Koory, LLC | 1,824 | $212.8K | 0.12% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 1,700 | $213.7K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 1,833 | $213.9K | 0.01% | +144+8.5% | Added |
| ProVise Management Group, LLC | 1,834 | $214.0K | 0.02% | +2+0.1% | Added |
| Armstrong Advisory Group, Inc | 1,709 | $214.9K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,949 | $215.1K | 0.06% | +48+2.5% | Added |
| Athena Investment Management | 1,845 | $215.3K | 0.13% | −19−1.0% | Reduced |
| Brucke Financial, Inc. | 1,869 | $215.7K | 0.19% | +220+13.3% | Added |
| Lavaca Capital LLC | 1,850 | $215.8K | 0.10% | +12+0.7% | Added |
| Headinvest, LLC | 1,854 | $216.3K | 0.04% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,856 | $216.5K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,863 | $217.4K | 0.05% | −97−4.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,866 | $217.7K | 0.01% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,867 | $217.8K | 0.23% | +106+6.0% | Added |
| Flaharty Asset Management, LLC | 1,867 | $217.8K | 0.03% | +65+3.6% | Added |
| Atlas Capital Advisors LLC | 1,871 | $218.3K | 0.03% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,871 | $218.3K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,874 | $218.6K | 0.03% | +152+8.8% | Added |
| Chicago Capital, LLC | 1,875 | $218.8K | 0.01% | −442−19.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,878 | $219.0K | 0.10% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,885 | $219.9K | 0.01% | +125+7.1% | Added |
| Gemmer Asset Management LLC | 1,888 | $220.3K | 0.02% | +1,888 | New |
| Wealth Management Associates, Inc. | 1,894 | $221.0K | 0.09% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,897 | $221.3K | 0.04% | +32+1.7% | Added |
| Davis Investment Partners, LLC | 2,040 | $222.6K | 0.10% | +391+23.7% | Added |
| Ssi Investment Management LLC | 1,912 | $223.1K | 0.02% | −1−0.1% | Reduced |
| United Community Bank | 1,914 | $223.3K | 0.08% | +85+4.6% | Added |
| Running Point Capital Advisors, LLC | 1,914 | $223.3K | 0.07% | +101+5.6% | Added |
| Binnacle Investments Inc | 1,921 | $224.1K | 0.16% | +1,921 | New |
| Kanawha Capital Management LLC | 1,926 | $224.7K | 0.02% | +12+0.6% | Added |
| Valley National Advisers Inc | 1,935 | $225.0K | 0.04% | +196+11.3% | Added |
| Clayton Financial Group LLC | 1,937 | $226.0K | 0.08% | 00.0% | Unchanged |
| STAR Financial Bank | 1,938 | $226.1K | 0.17% | −175−8.3% | Reduced |
| Beacon Financial Advisory LLC | 1,944 | $226.8K | 0.07% | +242+14.2% | Added |
| Nichols & Pratt Advisers LLP | 1,945 | $226.9K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 1,953 | $227.9K | 0.13% | −65−3.2% | Reduced |
| Caliber Wealth Management, LLC | 1,955 | $228.1K | 0.03% | +1,955 | New |
| Blue Bell Private Wealth Management, LLC | 1,961 | $228.8K | 0.04% | +10+0.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $229.7K | 0.03% | −15−0.8% | Reduced |
| Mirador Capital Partners LP | 1,970 | $229.8K | 0.04% | +53+2.8% | Added |
| Birch Hill Investment Advisors LLC | 1,971 | $230.0K | 0.01% | −100−4.8% | Reduced |
| TruWealth Advisors, LLC | 1,986 | $231.7K | 0.01% | +2+0.1% | Added |
| Capital Square, LLC | 1,986 | $231.7K | 0.14% | −110−5.2% | Reduced |
| King Wealth | 1,990 | $232.0K | 0.04% | +219+12.4% | Added |
| Osborne Partners Capital Management, LLC | 1,990 | $232.2K | 0.01% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 1,994 | $232.6K | 0.11% | −1,222−38.0% | Reduced |
| Modern Wealth Management, LLC | 1,994 | $232.7K | 0.01% | +163+8.9% | Added |
| Shell Asset Management Co | 1,996 | $233.0K | 0.01% | −301−13.1% | Reduced |
| Koss-Olinger Consulting, LLC | 1,997 | $233.0K | 0.02% | +1,997 | New |
| Investment Partners Asset Management, Inc. | 2,000 | $233.3K | 0.18% | −13−0.6% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $233.3K | 0.17% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $233.3K | 0.12% | 00.0% | Unchanged |