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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 4,505 | $525.6K | 0.20% | +22+0.5% | Added |
| Teza Capital Management LLC | 4,508 | $525.9K | 0.24% | −5,819−56.3% | Reduced |
| CNB Bank | 4,511 | $526.3K | 0.27% | −3−0.1% | Reduced |
| Empower Advisory Group, LLC | 4,515 | $526.8K | 0.00% | +582+14.8% | Added |
| West Oak Capital, LLC | 4,515 | $526.8K | 0.20% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 4,516 | $526.9K | 0.22% | +315+7.5% | Added |
| Smithfield Trust Co | 4,524 | $527.0K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,524 | $527.8K | 0.13% | +100+2.3% | Added |
| Autumn Glory Partners, LLC | 4,535 | $529.1K | 0.27% | −3,842−45.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,540 | $529.7K | 0.34% | +2,120+87.6% | Added |
| Mosaic Family Wealth Partners, LLC | 4,543 | $530.0K | 0.08% | −20.0% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $530.8K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 4,557 | $531.7K | 0.06% | −128−2.7% | Reduced |
| Ellevest, Inc. | 4,578 | $534.1K | 0.04% | −146−3.1% | Reduced |
| Ledyard National Bank | 4,591 | $535.6K | 0.05% | +6+0.1% | Added |
| Arista Wealth Management, LLC | 4,600 | $536.7K | 0.13% | −215−4.5% | Reduced |
| Insight 2811, Inc. | 4,611 | $538.0K | 0.27% | −41−0.9% | Reduced |
| Cable Hill Partners, LLC | 4,638 | $539.6K | 0.05% | +79+1.7% | Added |
| Arcataur Capital Management LLC | 4,627 | $539.8K | 0.18% | −380−7.6% | Reduced |
| Willner & Heller, LLC | 4,633 | $540.5K | 0.50% | +31+0.7% | Added |
| Graham Capital Management, L.P. | 4,649 | $542.4K | 0.02% | +4,649 | New |
| Fortem Financial Group, LLC | 4,658 | $543.4K | 0.21% | +477+11.4% | Added |
| Moors & Cabot, Inc. | 4,666 | $544.4K | 0.03% | −61−1.3% | Reduced |
| DT Investment Partners, LLC | 4,672 | $545.1K | 0.05% | 00.0% | Unchanged |
| Peoples Bank | 4,695 | $547.8K | 0.36% | −275−5.5% | Reduced |
| Beta Wealth Group, Inc. | 4,728 | $551.7K | 0.20% | +202+4.5% | Added |
| Lebenthal Global Advisors, LLC | 4,731 | $552.0K | 0.10% | +1,391+41.6% | Added |
| DRW Securities, LLC | 4,736 | $552.5K | 0.05% | −4,439−48.4% | Reduced |
| Connecticut Wealth Management, LLC | 4,750 | $554.2K | 0.03% | −47−1.0% | Reduced |
| Evernest Financial Advisors, LLC | 4,777 | $557.3K | 0.20% | −74−1.5% | Reduced |
| Texas Bank & Trust Co | 4,784 | $558.1K | 0.24% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,784 | $558.2K | 0.05% | +512+12.0% | Added |
| Orca Investment Management, LLC | 4,799 | $559.9K | 0.56% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,810 | $561.2K | 0.25% | +261+5.7% | Added |
| Johnson & White Wealth Management, LLC | 4,847 | $565.0K | 0.32% | +64+1.3% | Added |
| Red Lighthouse Investment Management, LLC | 6,002 | $565.1K | 0.23% | +367+6.5% | Added |
| Register Financial Advisors LLC | 4,846 | $565.4K | 0.29% | +20.0% | Added |
| Coign Capital Advisors LLC | 4,852 | $566.1K | 0.44% | −389−7.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $567.5K | 0.00% | 00.0% | Unchanged |
| Garda Capital Partners LP | 4,869 | $568.1K | 0.32% | +4,869 | New |
| Gsa Capital Partners LLP | 4,891 | $571.0K | 0.05% | −3,961−44.7% | Reduced |
| Quilter Plc | 4,920 | $574.0K | 0.01% | −4,675−48.7% | Reduced |
| Pinnacle Bancorp, Inc. | 4,947 | $577.2K | 0.19% | −455−8.4% | Reduced |
| Angeles Wealth Management, LLC | 4,965 | $579.3K | 0.05% | +524+11.8% | Added |
| De Lisle Partners LLP | 5,000 | $583.4K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,022 | $585.9K | 0.05% | −1,134−18.4% | Reduced |
| Cooper Financial Group | 5,027 | $586.5K | 0.08% | +1,259+33.4% | Added |
| Addison Advisors LLC | 5,050 | $589.2K | 0.16% | +12+0.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $589.5K | 0.67% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 5,062 | $591.0K | 0.25% | 00.0% | Unchanged |
| First County Bank | 5,068 | $591.3K | 0.33% | −172−3.3% | Reduced |
| Strategic Financial Services, Inc, | 5,082 | $592.9K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,085 | $593.2K | 0.04% | +3+0.1% | Added |
| Northeast Financial Consultants Inc | 5,085 | $593.3K | 0.03% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,100 | $595.0K | 0.45% | −2,000−28.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,105 | $595.6K | 0.05% | −657−11.4% | Reduced |
| Great Lakes Advisors, LLC | 5,106 | $595.7K | 0.01% | +609+13.5% | Added |
| BKD Wealth Advisors, LLC | 5,108 | $596.0K | 0.01% | −10.0% | Reduced |
| Childress Capital Advisors, LLC | 5,124 | $597.8K | 0.17% | +510+11.1% | Added |
| Rogco, LP | 5,124 | $597.8K | 0.24% | −25−0.5% | Reduced |
| Bell Bank | 5,133 | $598.9K | 0.03% | −194−3.6% | Reduced |
| SlateStone Wealth, LLC | 5,135 | $599.0K | 0.06% | −287−5.3% | Reduced |
| Gibraltar Capital Management, Inc. | 5,146 | $600.4K | 0.13% | −5,689−52.5% | Reduced |
| Vivaldi Capital Management, LLC | 5,160 | $602.0K | 0.10% | +64+1.3% | Added |
| Wealth Effects LLC | 5,175 | $603.8K | 0.25% | −500−8.8% | Reduced |
| Breed's Hill Capital LLC | 5,196 | $606.2K | 0.33% | −43−0.8% | Reduced |
| L2 Asset Management, LLC | 5,205 | $607.3K | 0.12% | +450+9.5% | Added |
| Marex Group plc | 5,218 | $608.8K | 0.01% | +5,218 | New |
| Hexagon Capital Partners LLC | 5,218 | $608.8K | 0.12% | +170+3.4% | Added |
| Integris Wealth Management, LLC | 5,231 | $610.3K | 0.17% | 00.0% | Unchanged |
| GWN Securities Inc. | 4,753 | $610.4K | 0.03% | +2,902+156.8% | Added |
| Northern Financial Advisors Inc | 5,236 | $610.9K | 0.50% | −102−1.9% | Reduced |
| Legacy Capital Group California, Inc. | 5,245 | $611.9K | 0.21% | −58−1.1% | Reduced |
| 1832 Asset Management L.P. | 5,246 | $612.1K | 0.00% | −162−3.0% | Reduced |
| Fort Sheridan Advisors LLC | 5,256 | $613.2K | 0.09% | +114+2.2% | Added |
| Copley Financial Group, Inc. | 5,265 | $614.3K | 0.47% | −48−0.9% | Reduced |
| Essex Financial Services, Inc. | 5,300 | $618.3K | 0.04% | −495−8.5% | Reduced |
| Main Street Financial Solutions, LLC | 5,303 | $618.7K | 0.05% | −1,750−24.8% | Reduced |
| BSW Wealth Partners | 5,306 | $619.0K | 0.09% | −1,285−19.5% | Reduced |
| Adirondack Trust Co | 5,315 | $620.1K | 0.24% | −106−2.0% | Reduced |
| AdvisorNet Financial, Inc | 5,340 | $623.0K | 0.05% | +564+11.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,343 | $623.4K | 0.02% | −415−7.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,352 | $624.4K | 0.03% | +811+17.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,355 | $624.7K | 0.08% | +11+0.2% | Added |
| Raleigh Capital Management Inc. | 5,395 | $629.4K | 0.28% | −1,251−18.8% | Reduced |
| Arbor Investment Advisors, LLC | 5,395 | $629.5K | 0.09% | −28−0.5% | Reduced |
| Machina Capital S.A.S. | 5,403 | $630.4K | 0.19% | +5,403 | New |
| Foster Dykema Cabot & Partners, LLC | 5,419 | $632.2K | 0.05% | −43−0.8% | Reduced |
| Canopy Partners, LLC | 5,426 | $633.1K | 0.25% | +17+0.3% | Added |
| Heritage Wealth Advisors | 5,426 | $633.1K | 0.03% | −6−0.1% | Reduced |
| Barlow Wealth Partners, Inc. | 5,464 | $633.9K | 0.08% | +82+1.5% | Added |
| Lazari Capital Management, Inc. | 5,447 | $635.5K | 0.26% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,458 | $636.8K | 0.01% | +1,060+24.1% | Added |
| Financial Advisors, LLC | 5,476 | $638.9K | 0.13% | 00.0% | Unchanged |
| Destination Wealth Management | 5,486 | $640.1K | 0.02% | +1,283+30.5% | Added |
| Washburn Capital Management, Inc. | 5,490 | $640.6K | 0.42% | −196−3.4% | Reduced |
| Intrua Financial, LLC | 5,499 | $641.5K | 0.10% | −1,688−23.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,508 | $642.6K | 0.01% | +46+0.8% | Added |
| Marcum Wealth, LLC | 5,513 | $643.2K | 0.06% | −87−1.6% | Reduced |
| Chase Investment Counsel Corp | 5,532 | $645.0K | 0.24% | −246−4.3% | Reduced |