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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,037 | $354.3K | 0.01% | +354+13.2% | Added |
| Grandfield & Dodd, LLC | 3,039 | $354.6K | 0.02% | +4+0.1% | Added |
| Manchester Financial Inc | 3,043 | $355.0K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 3,049 | $355.7K | 0.06% | −2−0.1% | Reduced |
| Five Oceans Advisors | 3,049 | $355.7K | 0.17% | +28+0.9% | Added |
| Waters Parkerson & Co., LLC | 3,050 | $355.8K | 0.02% | +3,050 | New |
| O'Rourke & Company, Inc | 3,051 | $356.0K | 0.18% | +11+0.4% | Added |
| SageView Advisory Group, LLC | 3,060 | $356.9K | 0.02% | −3,875−55.9% | Reduced |
| Sax Wealth Advisors, LLC | 3,062 | $357.2K | 0.03% | +378+14.1% | Added |
| Fulcrum Capital LLC | 3,066 | $357.7K | 0.08% | +145+5.0% | Added |
| Kathmere Capital Management, LLC | 3,066 | $357.7K | 0.03% | +282+10.1% | Added |
| Duncker Streett & Co Inc | 3,071 | $358.3K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,076 | $358.9K | 0.02% | +162+5.6% | Added |
| Hobbs Group Advisors, LLC | 3,081 | $359.5K | 0.14% | +6+0.2% | Added |
| One Wealth Advisors, LLC | 3,085 | $359.9K | 0.05% | +30+1.0% | Added |
| PFG Advisors | 3,088 | $360.3K | 0.02% | +582+23.2% | Added |
| Callan Capital, LLC | 3,094 | $361.0K | 0.03% | +894+40.6% | Added |
| Associated Banc-Corp | 3,097 | $361.3K | 0.01% | +238+8.3% | Added |
| Clear Street Markets LLC | 3,100 | $361.7K | 0.25% | +1,600+106.7% | Added |
| Lockheed Martin Investment Management Co | 3,100 | $361.7K | 0.01% | +3,100 | New |
| Bedel Financial Consulting, Inc. | 3,057 | $361.7K | 0.05% | +10.0% | Added |
| Strategic Financial Concepts, LLC | 3,115 | $363.4K | 0.07% | −1,498−32.5% | Reduced |
| Ostrum Asset Management | 3,117 | $363.7K | 0.02% | −83−2.6% | Reduced |
| Waddell & Associates, LLC | 3,117 | $363.7K | 0.04% | +5+0.2% | Added |
| L.M. Kohn & Company | 3,121 | $364.1K | 0.10% | −81−2.5% | Reduced |
| Howard Financial Services, Ltd. | 3,125 | $364.6K | 0.05% | −79−2.5% | Reduced |
| Key Financial Inc | 3,129 | $365.1K | 0.08% | +2+0.1% | Added |
| Kingsman Wealth Management, Inc. | 3,131 | $365.3K | 0.27% | +3,131 | New |
| B&L Asset Management LLC | 3,142 | $366.6K | 0.24% | +612+24.2% | Added |
| Easterly Investment Partners LLC | 3,151 | $367.6K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,843 | $367.7K | 0.19% | −180−6.0% | Reduced |
| Prosperity Consulting Group, LLC | 3,160 | $368.6K | 0.03% | +152+5.1% | Added |
| Congress Park Capital LLC | 3,175 | $370.4K | 0.14% | −150−4.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,180 | $371.0K | 0.03% | −119−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,180 | $371.0K | 0.01% | −53−1.6% | Reduced |
| Diversified Enterprises, LLC | 3,200 | $373.3K | 0.03% | +243+8.2% | Added |
| Perfromance Wealth Partners, LLC | 3,201 | $373.4K | 0.01% | +197+6.6% | Added |
| Mason & Associates Inc | 3,202 | $373.6K | 0.09% | +25+0.8% | Added |
| Advisory Alpha, LLC | 3,209 | $374.4K | 0.01% | +632+24.5% | Added |
| AA Financial Advisors, LLC | 3,216 | $375.2K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,113 | $375.4K | 0.02% | +160+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,222 | $375.9K | 0.16% | −103−3.1% | Reduced |
| E Fund Management Co., Ltd. | 3,230 | $376.8K | 0.02% | +159+5.2% | Added |
| Founders Financial Alliance, LLC | 3,237 | $377.7K | 0.09% | +1,349+71.5% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $377.9K | 0.30% | 00.0% | Unchanged |
| American National Bank | 3,240 | $378.0K | 0.04% | +433+15.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,253 | $379.5K | 0.01% | +71+2.2% | Added |
| Soltis Investment Advisors LLC | 3,254 | $379.6K | 0.03% | +18+0.6% | Added |
| Proathlete Wealth Management LLC | 3,255 | $379.9K | 0.14% | +12+0.4% | Added |
| Onefund, LLC | 3,267 | $381.2K | 0.39% | −37−1.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,274 | $382.0K | 0.05% | −10,584−76.4% | Reduced |
| Sentinus, LLC | 3,285 | $383.3K | 0.11% | +237+7.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,290 | $383.8K | 0.00% | −280−7.8% | Reduced |
| Essex Savings Bank | 3,293 | $384.2K | 0.09% | −100−2.9% | Reduced |
| Pallas Capital Advisors LLC | 3,297 | $384.7K | 0.02% | +272+9.0% | Added |
| Castle Wealth Management LLC | 3,302 | $385.2K | 0.15% | −281−7.8% | Reduced |
| Zhang Financial LLC | 3,310 | $386.1K | 0.02% | −292−8.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,319 | $387.2K | 0.19% | −38−1.1% | Reduced |
| Severin Investments, LLC | 3,333 | $388.8K | 0.39% | +381+12.9% | Added |
| XY Capital Ltd | 3,336 | $389.2K | 0.26% | +2,130+176.6% | Added |
| Focus Financial Network, Inc. | 3,337 | $389.3K | 0.02% | +128+4.0% | Added |
| Van Hulzen Asset Management, LLC | 3,341 | $389.8K | 0.04% | −109−3.2% | Reduced |
| Quantum Financial Advisors, LLC | 3,342 | $389.9K | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,346 | $390.4K | 0.01% | +63+1.9% | Added |
| HBW Advisory Services LLC | 3,348 | $390.6K | 0.06% | +878+35.5% | Added |
| Aspiriant, LLC | 3,366 | $392.7K | 0.01% | +405+13.7% | Added |
| Waldron Private Wealth LLC | 3,390 | $395.5K | 0.02% | −4,279−55.8% | Reduced |
| Sapient Capital LLC | 3,396 | $396.2K | 0.01% | −409−10.7% | Reduced |
| Cohen & Steers, Inc. | 3,400 | $397.0K | 0.00% | +395+13.1% | Added |
| Community Bank of Raymore | 3,420 | $399.0K | 0.32% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $399.8K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,431 | $400.3K | 0.05% | +846+32.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,436 | $400.8K | 0.07% | +1,096+46.8% | Added |
| Nwam LLC | 3,448 | $402.3K | 0.03% | −122−3.4% | Reduced |
| Trueblood Wealth Management, LLC | 3,456 | $403.2K | 0.19% | +376+12.2% | Added |
| Journey Advisory Group, LLC | 3,458 | $403.4K | 0.03% | −62−1.8% | Reduced |
| Belpointe Asset Management LLC | 3,458 | $403.4K | 0.02% | −4,012−53.7% | Reduced |
| Cheviot Value Management, LLC | 3,375 | $403.6K | 0.05% | +3,375 | New |
| Sentry Investment Management LLC | 4,008 | $404.0K | 0.27% | −1,197−23.0% | Reduced |
| Allegheny Financial Group LTD | 3,477 | $405.7K | 0.10% | +707+25.5% | Added |
| West Family Investments, Inc. | 3,478 | $405.8K | 0.15% | +529+17.9% | Added |
| RVW Wealth, LLC | 3,479 | $405.9K | 0.04% | +3,479 | New |
| Roehl & Yi Investment Advisors, LLC | 3,487 | $406.8K | 0.22% | +19+0.5% | Added |
| Farmers National Bank | 3,521 | $410.8K | 0.12% | −14−0.4% | Reduced |
| Altus Wealth Group LLC | 3,531 | $411.9K | 0.19% | +54+1.6% | Added |
| Wealth Preservation Advisors, LLC | 3,574 | $417.0K | 0.30% | +3,574 | New |
| Richwood Investment Advisors, LLC | 3,576 | $417.2K | 0.35% | −177−4.7% | Reduced |
| Versant Capital Management, Inc | 3,579 | $417.6K | 0.07% | +1,313+57.9% | Added |
| Weiss Asset Management LP | 3,582 | $417.9K | 0.01% | −240,463−98.5% | Reduced |
| Manchester Capital Management LLC | 3,605 | $420.6K | 0.05% | +192+5.6% | Added |
| Wallace Advisory Group, LLC | 3,353 | $421.5K | 0.29% | +27+0.8% | Added |
| Tritonpoint Wealth, LLC | 3,616 | $421.9K | 0.04% | +219+6.4% | Added |
| Tiemann Investment Advisors, LLC | 3,621 | $422.5K | 0.19% | −200−5.2% | Reduced |
| Omnia Family Wealth, LLC | 3,623 | $422.7K | 0.18% | +483+15.4% | Added |
| First Financial Bank - Trust Division | 3,641 | $424.8K | 0.04% | +115+3.3% | Added |
| Richard P Slaughter Associates Inc | 3,645 | $425.3K | 0.10% | −18,026−83.2% | Reduced |
| Wright Investors Service Inc | 3,656 | $426.5K | 0.14% | −363−9.0% | Reduced |
| Wellington Shields Capital Management, LLC | 3,657 | $426.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,658 | $426.8K | 0.06% | +200+5.8% | Added |
| Journey Strategic Wealth LLC | 3,663 | $427.4K | 0.01% | +334+10.0% | Added |