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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,004 | $233.8K | 0.12% | −168−7.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,014 | $235.0K | 0.04% | −105−5.0% | Reduced |
| Consolidated Portfolio Review Corp | 2,014 | $235.0K | 0.04% | +2,014 | New |
| WSFS Capital Management, LLC | 2,018 | $235.5K | 0.01% | +143+7.6% | Added |
| Mayfair Advisory Group, LLC | 2,027 | $236.5K | 0.14% | −213−9.5% | Reduced |
| Leeward Financial Partners, LLC | 2,029 | $236.7K | 0.09% | +2,029 | New |
| Leith Wheeler Investment Counsel Ltd. | 2,036 | $237.5K | 0.02% | +2,036 | New |
| BKM Wealth Management, LLC | 2,037 | $237.7K | 0.10% | −10.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,045 | $238.6K | 0.02% | −17−0.8% | Reduced |
| LCNB Corp | 2,050 | $239.2K | 0.09% | 00.0% | Unchanged |
| Family Management Corp | 2,050 | $239.2K | 0.04% | +100+5.1% | Added |
| Ethos Financial Group, LLC | 1,903 | $239.2K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,053 | $239.5K | 0.01% | +185+9.9% | Added |
| North Star Asset Management Inc | 2,057 | $240.0K | 0.01% | −20−1.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,058 | $240.2K | 0.15% | −10.0% | Reduced |
| SMART Wealth LLC | 2,062 | $240.6K | 0.09% | +2,062 | New |
| Investment Partners, Ltd. | 2,067 | $241.1K | 0.10% | +3+0.1% | Added |
| Brown Capital Management LLC | 2,069 | $241.4K | 0.01% | −1,121−35.1% | Reduced |
| Boyd Watterson Asset Management LLC | 2,080 | $242.6K | 0.08% | −3−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 2,083 | $243.0K | 0.02% | +131+6.7% | Added |
| First Business Financial Services, Inc. | 2,084 | $243.1K | 0.02% | +322+18.3% | Added |
| Glen Eagle Advisors, LLC | 2,089 | $243.7K | 0.04% | −11−0.5% | Reduced |
| Silverlake Wealth Management LLC | 2,093 | $244.2K | 0.09% | +66+3.3% | Added |
| Amussen Hunsaker Associates LLC | 2,097 | $244.7K | 0.03% | +5+0.2% | Added |
| BancorpSouth Bank | 2,099 | $245.0K | 0.02% | +163+8.4% | Added |
| Virtus ETF Advisers LLC | 2,100 | $245.0K | 0.16% | +2,100 | New |
| Capital Advisors, Ltd. LLC | 2,116 | $247.0K | 0.03% | +17+0.8% | Added |
| Grimes & Company, Inc. | 2,126 | $248.0K | 0.01% | +410+23.9% | Added |
| Everett Harris & Co | 2,134 | $249.0K | 0.00% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,135 | $249.1K | 0.10% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,136 | $249.2K | 0.23% | +25+1.2% | Added |
| Gries Financial LLC | 2,139 | $249.6K | 0.05% | −18,354−89.6% | Reduced |
| Fairscale Capital, LLC | 2,145 | $250.3K | 0.23% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,147 | $250.4K | 0.02% | +213+11.0% | Added |
| Naples Global Advisors, LLC | 2,148 | $250.6K | 0.02% | +414+23.9% | Added |
| Warther Private Wealth, LLC | 2,157 | $251.7K | 0.08% | +42+2.0% | Added |
| WealthShield Partners, LLC | 2,159 | $251.9K | 0.03% | +2,159 | New |
| Chicago Trust Co NA | 2,159 | $251.9K | 0.04% | −44−2.0% | Reduced |
| Welch Group, LLC | 2,187 | $252.2K | 0.01% | −94−4.1% | Reduced |
| Bangor Savings Bank | 2,165 | $252.6K | 0.02% | −427−16.5% | Reduced |
| Maripau Wealth Management LLC | 2,166 | $252.7K | 0.15% | +2,166 | New |
| Bouchey Financial Group Ltd | 2,167 | $252.8K | 0.02% | −59−2.7% | Reduced |
| VisionPoint Advisory Group, LLC | 2,172 | $253.4K | 0.09% | +2,172 | New |
| Eagle Strategies LLC | 2,172 | $253.5K | 0.04% | −331−13.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,174 | $253.6K | 0.02% | −600−21.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,181 | $254.0K | 0.00% | +1,870+601.3% | Added |
| Tradition Wealth Management, LLC | 2,181 | $254.4K | 0.02% | +279+14.7% | Added |
| Elyxium Wealth, LLC | 2,187 | $255.2K | 0.11% | +2,187 | New |
| Sunflower Bank, N.A. | 2,194 | $256.0K | 0.07% | −22−1.0% | Reduced |
| Mosaic Financial Group, LLC | 2,194 | $256.0K | 0.21% | −358−14.0% | Reduced |
| Alteri Wealth LLC | 2,194 | $256.0K | 0.11% | −231−9.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,203 | $257.0K | 0.06% | −68−3.0% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $257.0K | 0.36% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,207 | $257.5K | 0.14% | −8−0.4% | Reduced |
| Monterey Private Wealth, Inc. | 2,207 | $257.5K | 0.08% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,212 | $258.1K | 0.11% | +90+4.2% | Added |
| Luts & Greenleigh Group, Inc | 2,215 | $258.4K | 0.26% | +26+1.2% | Added |
| Hemington Wealth Management | 2,220 | $259.0K | 0.04% | +78+3.6% | Added |
| May Hill Capital, LLC | 2,224 | $259.5K | 0.10% | +19+0.9% | Added |
| Capula Management Ltd | 2,232 | $260.4K | 0.00% | +1,605+256.0% | Added |
| Genesis Private Wealth, LLC | 2,234 | $260.6K | 0.14% | −401−15.2% | Reduced |
| MJP Associates Inc | 2,245 | $261.9K | 0.05% | +23+1.0% | Added |
| Maxele Advisors, LLC | 2,245 | $261.9K | 0.25% | −30−1.3% | Reduced |
| FDx Advisors, Inc. | 2,247 | $262.0K | 0.09% | −332−12.9% | Reduced |
| Wedge Capital Management L L P | 2,260 | $263.7K | 0.01% | +284+14.4% | Added |
| Veracity Capital LLC | 2,266 | $264.4K | 0.10% | −436−16.1% | Reduced |
| Central Bank & Trust Co | 2,267 | $264.5K | 0.04% | −76−3.2% | Reduced |
| SLT Holdings LLC | 2,284 | $266.5K | 0.25% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,289 | $266.6K | 0.11% | +428+23.0% | Added |
| Means Investment Co., Inc. | 2,290 | $267.2K | 0.03% | −31−1.3% | Reduced |
| True Link Financial Advisors, LLC | 2,294 | $267.6K | 0.02% | +2,294 | New |
| Northern Oak Wealth Management Inc | 2,295 | $267.8K | 0.03% | −1,829−44.4% | Reduced |
| Alta Wealth Advisors LLC | 2,299 | $268.2K | 0.12% | +226+10.9% | Added |
| Prairie Wealth Advisors, Inc. | 2,300 | $268.3K | 0.13% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,311 | $269.6K | 0.10% | −117−4.8% | Reduced |
| Equitable Trust Co | 2,320 | $270.7K | 0.01% | −287−11.0% | Reduced |
| Pines Wealth Management, LLC | 2,701 | $270.9K | 0.13% | −515−16.0% | Reduced |
| Ariadne Wealth Management, LP | 2,209 | $271.3K | 0.14% | −372−14.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $271.6K | 0.07% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 2,318 | $272.2K | 0.21% | −12,795−84.7% | Reduced |
| Primoris Wealth Advisors, LLC | 2,335 | $272.4K | 0.21% | +30+1.3% | Added |
| Rockingstone Advisors LLC | 2,335 | $272.4K | 0.12% | +620+36.2% | Added |
| Van Strum & Towne Inc. | 2,340 | $273.0K | 0.09% | +2,340 | New |
| Measured Wealth Private Client Group, LLC | 2,354 | $274.6K | 0.09% | −1,832−43.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,359 | $275.2K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 2,364 | $275.8K | 0.06% | +174+7.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,364 | $275.8K | 0.01% | +253+12.0% | Added |
| Goldstream Capital Management Ltd | 2,377 | $277.3K | 0.19% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,383 | $278.0K | 0.03% | −230−8.8% | Reduced |
| Accredited Investors Inc. | 2,394 | $279.3K | 0.02% | +19+0.8% | Added |
| Darden Wealth Group Inc | 2,396 | $279.5K | 0.22% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,365 | $279.9K | 0.03% | +396+20.1% | Added |
| Firestone Capital Management | 2,400 | $280.0K | 0.07% | +3+0.1% | Added |
| Ellsworth Advisors, LLC | 2,406 | $280.7K | 0.07% | −39−1.6% | Reduced |
| TFB Advisors LLC | 2,411 | $281.3K | 0.08% | −93−3.7% | Reduced |
| BlueStem Wealth Partners, LLC | 2,414 | $281.6K | 0.04% | +67+2.9% | Added |
| Boston Trust Walden Corp | 2,423 | $282.7K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,429 | $283.4K | 0.02% | −111−4.4% | Reduced |
| Sachetta, LLC | 2,432 | $283.7K | 0.12% | −28−1.1% | Reduced |
| Prepared Retirement Institute LLC | 2,440 | $284.7K | 0.18% | +3+0.1% | Added |