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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 2,445 | $285.3K | 0.04% | −39−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,447 | $285.5K | 0.05% | −107−4.2% | Reduced |
| Old North State Trust, LLC | 2,274 | $286.0K | 0.18% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,458 | $286.2K | 0.05% | +2,458 | New |
| Castleview Partners, LLC | 2,465 | $287.6K | 0.19% | −105−4.1% | Reduced |
| Berkeley Capital Partners, LLC | 2,465 | $287.6K | 0.08% | −390−13.7% | Reduced |
| Clear Creek Financial Management, LLC | 2,465 | $287.6K | 0.03% | +311+14.4% | Added |
| Beaumont Financial Advisors, LLC | 2,471 | $288.2K | 0.02% | +306+14.1% | Added |
| Univest Financial Corp | 2,473 | $288.5K | 0.02% | +2+0.1% | Added |
| Phillips Wealth Planners LLC | 2,681 | $289.9K | 0.31% | −599−18.3% | Reduced |
| Sepio Capital, LP | 2,487 | $290.2K | 0.02% | −25−1.0% | Reduced |
| Enterprise Financial Services Corp | 2,488 | $290.3K | 0.17% | −187−7.0% | Reduced |
| Apexium Financial, LP | 2,490 | $290.5K | 0.02% | −71−2.8% | Reduced |
| Horizon Wealth Management, LLC | 2,494 | $290.9K | 0.05% | +94+3.9% | Added |
| Versor Investments LP | 2,500 | $291.7K | 0.05% | −600−19.4% | Reduced |
| Thrive Wealth Management, LLC | 2,503 | $292.0K | 0.06% | −270−9.7% | Reduced |
| Advus Financial Partners, LLC | 2,503 | $292.0K | 0.08% | −143−5.4% | Reduced |
| Pure Financial Advisors, Inc. | 2,505 | $292.3K | 0.01% | +511+25.6% | Added |
| Financial Security Advisor, Inc. | 2,511 | $293.0K | 0.07% | −4−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,518 | $293.8K | 0.12% | −22−0.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,520 | $294.0K | 0.12% | +37+1.5% | Added |
| Doheny Asset Management | 2,523 | $294.0K | 0.23% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,934 | $294.3K | 0.10% | +35+1.2% | Added |
| Flynn Zito Capital Management, LLC | 2,525 | $294.6K | 0.14% | −3−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 2,526 | $295.0K | 0.02% | 00.0% | Unchanged |
| Motco | 2,529 | $295.1K | 0.03% | +445+21.4% | Added |
| IVC Wealth Advisors LLC | 2,535 | $295.8K | 0.16% | 00.0% | Unchanged |
| Michael B. Yongue | 2,548 | $297.3K | 0.38% | −5−0.2% | Reduced |
| denkapparat Operations GmbH | 2,560 | $298.7K | 0.32% | −1,628−38.9% | Reduced |
| Lokken Investment Group LLC | 2,568 | $299.6K | 0.13% | −446−14.8% | Reduced |
| Sunpointe, LLC | 2,570 | $299.9K | 0.16% | −216−7.8% | Reduced |
| MBB Public Markets I LLC | 2,572 | $300.1K | 0.03% | +2,572 | New |
| Sivia Capital Partners, LLC | 2,574 | $300.3K | 0.14% | −174−6.3% | Reduced |
| Argent Advisors, Inc. | 2,575 | $300.4K | 0.10% | +365+16.5% | Added |
| Reuter James Wealth Management, LLC | 2,582 | $301.2K | 0.05% | −821−24.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,593 | $302.5K | 0.09% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,593 | $302.5K | 0.01% | +2+0.1% | Added |
| Sandy Spring Bank | 2,598 | $303.1K | 0.01% | −83−3.1% | Reduced |
| Aspen Wealth Strategies, LLC | 2,603 | $303.7K | 0.20% | 00.0% | Unchanged |
| Claris Financial LLC | 2,423 | $304.6K | 0.20% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,617 | $305.3K | 0.18% | +86+3.4% | Added |
| Cardinal Point Capital Management, ULC | 2,628 | $306.6K | 0.03% | −69−2.6% | Reduced |
| Berry Wealth Group, LP | 2,630 | $306.8K | 0.24% | +772+41.6% | Added |
| Austin Private Wealth, LLC | 2,639 | $307.9K | 0.03% | +79+3.1% | Added |
| Novem Group | 2,645 | $308.6K | 0.04% | +640+31.9% | Added |
| Samalin Investment Counsel, LLC | 2,646 | $308.8K | 0.13% | −1,061−28.6% | Reduced |
| Naviter Wealth, LLC | 2,678 | $308.9K | 0.04% | +78+3.0% | Added |
| SGL Investment Advisors, Inc. | 2,545 | $310.2K | 0.16% | +591+30.2% | Added |
| Lane & Associates LLC | 2,680 | $312.7K | 0.17% | −209−7.2% | Reduced |
| Orrstown Financial Services Inc | 2,684 | $313.1K | 0.07% | −786−22.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,685 | $313.3K | 0.17% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,688 | $313.6K | 0.04% | +231+9.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,696 | $314.5K | 0.08% | +18+0.7% | Added |
| Bluefin Capital Management, LLC | 2,700 | $315.0K | 0.25% | +2,700 | New |
| Brandywine Oak Private Wealth LLC | 2,707 | $315.8K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,830 | $316.1K | 0.01% | +2,830 | New |
| Lion Street Advisors, LLC | 2,711 | $316.3K | 0.10% | +18+0.7% | Added |
| Broadleaf Partners, LLC | 2,719 | $317.2K | 0.08% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,721 | $317.5K | 0.54% | −9,900−78.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,730 | $318.5K | 0.24% | +153+5.9% | Added |
| Camden National Bank | 2,733 | $318.9K | 0.05% | −154−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,738 | $319.0K | 0.02% | −4,188−60.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,735 | $319.1K | 0.00% | +454+19.9% | Added |
| Jackson Square Capital, LLC | 2,741 | $319.8K | 0.10% | −19−0.7% | Reduced |
| Plancorp, LLC | 2,762 | $322.2K | 0.01% | +205+8.0% | Added |
| Silver Coast Investments LLC | 2,772 | $323.4K | 0.12% | +246+9.7% | Added |
| Legacy Edge Advisors, LLC | 2,784 | $324.8K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,787 | $325.2K | 0.17% | −240−7.9% | Reduced |
| Winthrop Advisory Group LLC | 2,789 | $325.4K | 0.04% | +2,789 | New |
| Golden State Wealth Management, LLC | 2,795 | $326.2K | 0.05% | +115+4.3% | Added |
| Cercano Management LLC | 2,812 | $328.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,826 | $329.7K | 0.02% | −1,295−31.4% | Reduced |
| TCFG Wealth Management, LLC | 2,827 | $329.9K | 0.17% | −52−1.8% | Reduced |
| Fiducient Advisors LLC | 2,828 | $329.9K | 0.04% | −70−2.4% | Reduced |
| BLB&B Advisors, LLC | 2,833 | $330.5K | 0.02% | +406+16.7% | Added |
| Auxano Advisors, LLC | 2,838 | $331.1K | 0.09% | −160−5.3% | Reduced |
| Advisor OS, LLC | 2,843 | $331.7K | 0.04% | +154+5.7% | Added |
| Fiduciary Family Office, LLC | 2,846 | $332.0K | 0.11% | +2,846 | New |
| Ipswich Investment Management Co., Inc. | 2,853 | $332.8K | 0.08% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,866 | $334.4K | 0.01% | +372+14.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,868 | $334.6K | 0.01% | +1,002+53.7% | Added |
| Legacy Solutions, LLC | 2,877 | $335.6K | 0.37% | +7+0.2% | Added |
| Kennebec Savings Bank | 2,904 | $338.8K | 0.36% | −4−0.1% | Reduced |
| American State Bank (Iowa) | 2,908 | $339.3K | 0.20% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,928 | $341.6K | 0.06% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,936 | $342.5K | 0.08% | −865−22.8% | Reduced |
| Seven Mile Advisory | 2,945 | $343.6K | 0.23% | +96+3.4% | Added |
| Atlantic Union Bankshares Corp | 2,948 | $343.9K | 0.02% | −8−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 2,950 | $344.2K | 0.02% | +2,950 | New |
| First Interstate Bank | 2,953 | $344.5K | 0.02% | −47−1.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,958 | $345.1K | 0.34% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,963 | $345.7K | 0.09% | −285−8.8% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $345.9K | 0.07% | 00.0% | Unchanged |
| City State Bank | 2,978 | $347.4K | 0.11% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,015 | $347.7K | 0.37% | −98−3.1% | Reduced |
| Summit Wealth Group, LLC | 2,995 | $349.0K | 0.10% | +12+0.4% | Added |
| Spirit of America Management Corp | 3,000 | $350.0K | 0.07% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,002 | $350.2K | 0.01% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 3,009 | $351.1K | 0.40% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,022 | $352.6K | 0.08% | −50−1.6% | Reduced |