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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 3,676 | $428.9K | 0.11% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,728 | $429.9K | 0.05% | −373−9.1% | Reduced |
| JGP Wealth Management, LLC | 3,686 | $430.0K | 0.06% | +290+8.5% | Added |
| Advyzon Investment Management, LLC | 3,688 | $430.3K | 0.15% | −510−12.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,744 | $436.0K | 0.21% | −1,051−21.9% | Reduced |
| Frisch Financial Group, Inc. | 3,740 | $436.0K | 0.12% | +48+1.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,738 | $436.1K | 0.06% | +3,738 | New |
| Cary Street Partner Investment Advisory LLC | 3,740 | $436.4K | 0.25% | +208+5.9% | Added |
| Aprio Wealth Management, LLC | 3,743 | $436.7K | 0.05% | −250−6.3% | Reduced |
| Advisor Resource Council | 3,896 | $436.8K | 0.04% | +3,896 | New |
| Missouri Trust & Investment Co | 3,750 | $437.5K | 0.15% | 00.0% | Unchanged |
| Bank of Hawaii | 3,773 | $440.2K | 0.03% | −1,176−23.8% | Reduced |
| Signal Advisors Wealth, LLC | 3,777 | $440.7K | 0.04% | +1,837+94.7% | Added |
| Jacobi Capital Management LLC | 3,781 | $441.1K | 0.03% | +16+0.4% | Added |
| Bullock Wealth Management Group | 3,811 | $441.1K | 0.25% | +31+0.8% | Added |
| Bolthouse Investments, LLC | 3,785 | $441.6K | 0.46% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 3,788 | $442.0K | 0.41% | +1,856+96.1% | Added |
| Mill Creek Capital Advisors, LLC | 3,789 | $442.1K | 0.01% | +286+8.2% | Added |
| Marino, Stram & Associates LLC | 3,789 | $442.1K | 0.10% | +10.0% | Added |
| Northstar Advisory Group, LLC | 3,801 | $443.5K | 0.29% | +3,801 | New |
| Cetera Trust Company, N.A | 3,804 | $443.8K | 0.28% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,808 | $444.3K | 0.40% | +3,808 | New |
| Opinicus Capital, Inc. | 3,813 | $444.9K | 0.39% | +653+20.7% | Added |
| Crews Bank & Trust | 3,822 | $445.9K | 0.08% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,825 | $446.3K | 0.03% | +1,292+51.0% | Added |
| First American Trust, FSB | 3,833 | $447.2K | 0.04% | −1,371−26.3% | Reduced |
| RMR Wealth Builders | 3,843 | $448.4K | 0.05% | −291−7.0% | Reduced |
| Amica Retiree Medical Trust | 3,850 | $449.0K | 0.69% | −3,472−47.4% | Reduced |
| Integrity Alliance, LLC. | 3,850 | $449.1K | 0.02% | +3,850 | New |
| Bank of Nova Scotia Trust Co | 3,857 | $450.0K | 0.05% | −57−1.5% | Reduced |
| Amplius Wealth Advisors, LLC | 3,861 | $450.5K | 0.05% | +8+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 3,866 | $451.0K | 0.14% | +94+2.5% | Added |
| Clear Harbor Asset Management, LLC | 3,871 | $451.6K | 0.04% | +500+14.8% | Added |
| SOL Capital Management CO | 3,875 | $452.0K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,943 | $454.8K | 0.07% | −6−0.2% | Reduced |
| Allen Capital Group, LLC | 3,906 | $455.7K | 0.05% | +156+4.2% | Added |
| Continuum Advisory, LLC | 3,910 | $456.2K | 0.06% | +272+7.5% | Added |
| Broyhill Asset Management | 3,915 | $456.8K | 0.37% | +248+6.8% | Added |
| One Capital Management, LLC | 3,944 | $460.1K | 0.02% | +295+8.1% | Added |
| Quotient Wealth Partners, LLC | 3,972 | $463.4K | 0.01% | +75+1.9% | Added |
| YANKCOM Partnership | 3,987 | $465.2K | 0.26% | +107+2.8% | Added |
| OneAscent Financial Services LLC | 4,024 | $466.0K | 0.03% | +4,024 | New |
| Freestone Capital Holdings, LLC | 4,012 | $468.1K | 0.02% | +255+6.8% | Added |
| Souders Financial Advisors | 4,019 | $468.9K | 0.07% | +1,520+60.8% | Added |
| TFR Capital, LLC. | 4,023 | $469.4K | 0.20% | +4,023 | New |
| Allen Investment Management LLC | 4,034 | $470.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $470.6K | 0.30% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,040 | $471.3K | 0.11% | −498−11.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,049 | $472.5K | 0.00% | +1,754+76.4% | Added |
| Shepherd Financial Partners LLC | 4,052 | $472.7K | 0.06% | +303+8.1% | Added |
| X-Square Capital, LLC | 4,064 | $474.0K | 0.20% | +10.0% | Added |
| Jackson Wealth Management, LLC | 4,060 | $474.0K | 0.06% | +4,060 | New |
| Silvia McColl Wealth Management, LLC | 4,071 | $475.0K | 0.36% | −488−10.7% | Reduced |
| St Germain D J Co Inc | 4,074 | $475.3K | 0.02% | +254+6.6% | Added |
| Riverwater Partners LLC | 4,082 | $476.2K | 0.24% | +169+4.3% | Added |
| Park National Corp | 4,091 | $477.3K | 0.02% | −10.0% | Reduced |
| Constitution Capital LLC | 4,100 | $478.3K | 0.26% | +1,800+78.3% | Added |
| Cornerstone Wealth Group, LLC | 4,101 | $478.5K | 0.04% | +297+7.8% | Added |
| Park Edge Advisors, LLC | 4,117 | $480.3K | 0.13% | +1,596+63.3% | Added |
| J2 Capital Management Inc | 4,121 | $480.8K | 0.44% | −29−0.7% | Reduced |
| Valmark Advisers, Inc. | 4,124 | $481.2K | 0.01% | +197+5.0% | Added |
| Holderness Investments Co | 4,132 | $482.0K | 0.11% | −34−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $482.2K | 0.28% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,160 | $485.3K | 0.14% | −1,591−27.7% | Reduced |
| Baker Avenue Asset Management, LP | 4,161 | $485.5K | 0.02% | +985+31.0% | Added |
| Providence First Trust Co | 4,169 | $486.4K | 0.20% | −119−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 4,174 | $487.0K | 0.12% | +209+5.3% | Added |
| Hudock, Inc. | 4,189 | $488.8K | 0.09% | −81−1.9% | Reduced |
| Integrated Quantitative Investments LLC | 4,200 | $490.0K | 0.24% | +4,200 | New |
| Humankind Investments LLC | 4,207 | $490.8K | 0.13% | +106+2.6% | Added |
| 3Chopt Investment Partners, LLC | 4,209 | $491.1K | 0.13% | +4,209 | New |
| Ashford Capital Management Inc | 4,210 | $491.2K | 0.06% | +4,210 | New |
| Millennium Capital Advisors, LLC | 4,211 | $491.3K | 0.36% | +76+1.8% | Added |
| KKM Financial LLC | 4,140 | $492.4K | 0.21% | −55−1.3% | Reduced |
| MCF Advisors LLC | 4,220 | $492.4K | 0.04% | −53−1.2% | Reduced |
| Salzhauer Michael | 4,225 | $492.9K | 0.30% | 00.0% | Unchanged |
| Apriem Advisors | 4,240 | $494.8K | 0.06% | −131−3.0% | Reduced |
| Topsail Wealth Management, LLC | 4,256 | $496.5K | 0.10% | +228+5.7% | Added |
| Bay Capital Advisors, LLC | 4,258 | $496.7K | 0.41% | −156−3.5% | Reduced |
| Knollwood Investment Advisory, LLC | 4,258 | $496.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,279 | $499.2K | 0.01% | +1,410+49.1% | Added |
| IPG Investment Advisors LLC | 4,300 | $501.7K | 0.11% | −75−1.7% | Reduced |
| Webster Bank, N. A. | 4,323 | $504.4K | 0.06% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 4,330 | $505.0K | 1.91% | −66,368−93.9% | Reduced |
| Code Waechter LLC | 4,330 | $505.0K | 0.42% | +1,207+38.6% | Added |
| Roundview Capital LLC | 4,335 | $505.8K | 0.04% | +137+3.3% | Added |
| GFG Capital, LLC | 4,347 | $507.2K | 0.16% | −16−0.4% | Reduced |
| Tributary Capital Management, LLC | 4,385 | $511.6K | 0.04% | −1,160−20.9% | Reduced |
| N.E.W. Advisory Services LLC | 4,398 | $513.2K | 0.04% | +1,727+64.7% | Added |
| Hillsdale Investment Management Inc. | 4,400 | $513.3K | 0.03% | +4,400 | New |
| Impact Capital Partners LLC | 4,403 | $513.7K | 0.19% | −3,182−42.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,406 | $514.0K | 0.02% | +121+2.8% | Added |
| Gitterman Wealth Management, LLC | 4,408 | $514.6K | 0.14% | +2,035+85.8% | Added |
| DGS Capital Management, LLC | 4,426 | $516.4K | 0.14% | +18+0.4% | Added |
| BankPlus Trust Department | 4,429 | $516.7K | 0.17% | +232+5.5% | Added |
| Catherine Avery Investment Management LLC | 4,437 | $517.7K | 0.46% | −22,288−83.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,480 | $522.7K | 0.03% | +168+3.9% | Added |
| Cornerstone Wealth Management, LLC | 4,488 | $523.6K | 0.04% | +204+4.8% | Added |
| Powell Investment Advisors, LLC | 4,489 | $523.7K | 0.26% | +29+0.7% | Added |
| United Bank | 4,500 | $525.0K | 0.07% | +2,500+125.0% | Added |