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
- 2,103
- +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
- 755 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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 12,837 | $1.50M | 0.18% | +939+7.9% | Added |
| AlTi Global, Inc. | 12,835 | $1.50M | 0.04% | −904−6.6% | Reduced |
| Callan Family Office, LLC | 12,772 | $1.49M | 0.11% | −12,648−49.8% | Reduced |
| Donoghue Forlines LLC | 12,758 | $1.49M | 0.47% | +475+3.9% | Added |
| Radnor Capital Management, LLC | 12,699 | $1.48M | 0.25% | +70+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 12,700 | $1.48M | 0.09% | −1,838−12.6% | Reduced |
| Spire Wealth Management | 12,668 | $1.48M | 0.05% | +1,010+8.7% | Added |
| Clarius Group, LLC | 12,644 | $1.48M | 0.09% | −106−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 12,639 | $1.47M | 0.16% | +612+5.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.47M | 0.46% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 12,575 | $1.47M | 0.41% | +18+0.1% | Added |
| Excalibur Management Corp | 12,527 | $1.46M | 0.57% | −239−1.9% | Reduced |
| Evelyn Partners Investment Management LLP | 12,515 | $1.46M | 0.05% | −205−1.6% | Reduced |
| Lansing Street Advisors | 12,500 | $1.46M | 0.49% | +115+0.9% | Added |
| First Bank & Trust | 12,464 | $1.45M | 0.28% | −125−1.0% | Reduced |
| Clough Capital Partners L P | 12,428 | $1.45M | 0.18% | −17,022−57.8% | Reduced |
| CBOE Vest Financial, LLC | 12,317 | $1.44M | 0.02% | +5,217+73.5% | Added |
| VestGen Advisors, LLC | 12,277 | $1.43M | 0.07% | +12,277 | New |
| Bard Financial Services, Inc. | 12,180 | $1.42M | 0.17% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 12,172 | $1.42M | 0.27% | +5,665+87.1% | Added |
| Mather Group, LLC. | 12,130 | $1.42M | 0.02% | +804+7.1% | Added |
| Viewpoint Capital Management LLC | 12,119 | $1.41M | 0.76% | −200−1.6% | Reduced |
| Trustmark National Bank Trust Department | 12,104 | $1.41M | 0.10% | +2,023+20.1% | Added |
| Parsons Capital Management Inc | 12,042 | $1.40M | 0.08% | +388+3.3% | Added |
| Savvy Advisors, Inc. | 12,016 | $1.40M | 0.14% | +460+4.0% | Added |
| SBI Securities Co., Ltd. | 11,941 | $1.39M | 0.05% | +1,333+12.6% | Added |
| Resurgent Financial Advisors LLC | 11,905 | $1.39M | 0.83% | +4,251+55.5% | Added |
| J.W. Cole Advisors, Inc. | 12,093 | $1.39M | 0.04% | −656−5.1% | Reduced |
| Farther Finance Advisors, LLC | 11,912 | $1.38M | 0.04% | +2,989+33.5% | Added |
| Magnus Financial Group LLC | 11,811 | $1.38M | 0.13% | −1,160−8.9% | Reduced |
| ISAM Funds (UK) Ltd | 11,764 | $1.37M | 0.68% | +11,764 | New |
| Independence Bank of Kentucky | 11,734 | $1.37M | 0.21% | −111−0.9% | Reduced |
| LSV Asset Management | 11,696 | $1.36M | 0.00% | +3,048+35.2% | Added |
| Principle Wealth Partners LLC | 11,640 | $1.36M | 0.10% | +13+0.1% | Added |
| Delphi Management Inc | 11,631 | $1.36M | 1.38% | −448−3.7% | Reduced |
| Chemung Canal Trust Co | 11,629 | $1.36M | 0.30% | −367−3.1% | Reduced |
| Cigna Investments Inc | 11,605 | $1.35M | 0.25% | −396−3.3% | Reduced |
| Berkshire Asset Management LLC | 11,342 | $1.35M | 0.06% | −111−1.0% | Reduced |
| Wedmont Private Capital | 12,398 | $1.34M | 0.07% | +426+3.6% | Added |
| Twin Capital Management Inc | 11,467 | $1.34M | 0.16% | +5,210+83.3% | Added |
| Ar Asset Management Inc | 11,400 | $1.33M | 0.30% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 11,390 | $1.33M | 0.73% | −526−4.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,344 | $1.32M | 0.26% | −6,030−34.7% | Reduced |
| Longfellow Investment Management Co LLC | 11,299 | $1.32M | 0.32% | +2,240+24.7% | Added |
| Parcion Private Wealth LLC | 11,271 | $1.31M | 0.11% | +69+0.6% | Added |
| Mutual Advisors, LLC | 11,328 | $1.31M | 0.04% | +515+4.8% | Added |
| Advisors Preferred, LLC | 11,300 | $1.31M | 0.18% | +11,300 | New |
| Delta Asset Management LLC | 11,102 | $1.30M | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 11,026 | $1.29M | 0.06% | −64−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 11,001 | $1.28M | 0.11% | −2,828−20.4% | Reduced |
| Dempze Nancy E | 11,000 | $1.28M | 0.77% | −4,000−26.7% | Reduced |
| Choate Investment Advisors | 10,995 | $1.28M | 0.03% | −34−0.3% | Reduced |
| KPP Advisory Services LLC | 10,953 | $1.28M | 0.24% | +2,921+36.4% | Added |
| Zullo Investment Group, Inc. | 10,905 | $1.27M | 0.55% | −48−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,898 | $1.27M | 0.03% | +3,416+45.7% | Added |
| CenterBook Partners LP | 10,872 | $1.27M | 0.08% | +10,872 | New |
| Centaurus Financial, Inc. | 10,782 | $1.26M | 0.08% | +1,967+22.3% | Added |
| Carmel Capital Partners, LLC | 10,754 | $1.25M | 0.49% | +1,473+15.9% | Added |
| Washington Trust Co | 10,714 | $1.25M | 0.05% | −271−2.5% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.24M | 0.98% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,662 | $1.24M | 0.04% | +66+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 10,648 | $1.24M | 0.02% | +667+6.7% | Added |
| Avidian Wealth Solutions, LLC | 10,644 | $1.24M | 0.06% | +274+2.6% | Added |
| CFM Wealth Partners LLC | 10,642 | $1.24M | 0.22% | +98+0.9% | Added |
| Financial Engines Advisors L.L.C. | 10,594 | $1.24M | 0.00% | +63+0.6% | Added |
| Cape Ann Savings Bank | 10,582 | $1.23M | 0.77% | −20−0.2% | Reduced |
| 111 Capital | 10,571 | $1.23M | 0.24% | +10,571 | New |
| Dakota Wealth Management | 10,555 | $1.23M | 0.03% | −20−0.2% | Reduced |
| Peoples Financial Services Corp. | 10,315 | $1.20M | 0.58% | −500−4.6% | Reduced |
| Lee Financial Co | 10,310 | $1.20M | 0.18% | −1,481−12.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,211 | $1.19M | 0.05% | −3,339−24.6% | Reduced |
| Caption Management, LLC | 10,200 | $1.19M | 0.05% | +10,200 | New |
| Mitchell McLeod Pugh & Williams Inc | 10,105 | $1.18M | 0.24% | −151−1.5% | Reduced |
| Roberts Capital Advisors, LLC | 10,061 | $1.17M | 1.03% | 00.0% | Unchanged |
| Avalon Trust Co | 10,000 | $1.17M | 0.09% | −1,000−9.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.17M | 0.02% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 9,985 | $1.16M | 0.36% | +200+2.0% | Added |
| Ascent Group, LLC | 9,938 | $1.16M | 0.05% | +6,809+217.6% | Added |
| Fort Point Capital Partners LLC | 9,929 | $1.16M | 0.13% | +18+0.2% | Added |
| Gallagher Capital Advisors, LLC | 9,899 | $1.15M | 0.88% | +394+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 9,852 | $1.15M | 0.02% | +9,764+11,095.5% | Added |
| Trust Point Inc. | 9,812 | $1.14M | 0.10% | −1,442−12.8% | Reduced |
| Net Worth Advisory Group | 9,759 | $1.14M | 0.36% | +1,568+19.1% | Added |
| BNP Paribas | 9,676 | $1.13M | 0.05% | +1,128+13.2% | Added |
| Legacy Bridge, LLC | 9,658 | $1.13M | 0.63% | 00.0% | Unchanged |
| Armis Advisers, LLC | 9,732 | $1.12M | 0.10% | +9,732 | New |
| Investors Research Corp | 9,583 | $1.12M | 0.24% | +33+0.3% | Added |
| Arkadios Wealth Advisors | 9,567 | $1.12M | 0.04% | +3,134+48.7% | Added |
| KLCM Advisors, Inc. | 9,557 | $1.12M | 0.13% | −176−1.8% | Reduced |
| Independent Financial Group, LLC | 9,543 | $1.11M | 0.04% | −2,018−17.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 9,538 | $1.11M | 0.15% | −1,844−16.2% | Reduced |
| Premier Path Wealth Partners, LLC | 9,527 | $1.11M | 0.17% | −545−5.4% | Reduced |
| W Advisors, LLC | 9,450 | $1.10M | 0.69% | +87+0.9% | Added |
| Atlas Legacy Advisors, LLC | 9,399 | $1.10M | 0.28% | −6−0.1% | Reduced |
| Venturi Wealth Management, LLC | 9,396 | $1.10M | 0.06% | −1,716−15.4% | Reduced |
| Moment Partners, LLC | 9,367 | $1.09M | 0.22% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,359 | $1.09M | 0.11% | −590−5.9% | Reduced |
| Bank of Jackson Hole Trust | 8,202 | $1.09M | 0.71% | −374−4.4% | Reduced |
| Busey Wealth Management | 9,284 | $1.08M | 0.04% | +513+5.8% | Added |
| TRUE Private Wealth Advisors | 9,213 | $1.07M | 0.13% | +1,032+12.6% | Added |