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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 9,193 | $1.07M | 0.03% | +1,470+19.0% | Added |
| Portside Wealth Group, LLC | 9,155 | $1.07M | 0.17% | +600+7.0% | Added |
| Howard Capital Management Inc. | 9,153 | $1.07M | 0.03% | −1,091−10.7% | Reduced |
| Triangle Securities Wealth Management | 9,099 | $1.06M | 0.27% | −343−3.6% | Reduced |
| NCM Capital Management, LLC | 9,089 | $1.06M | 0.48% | −500−5.2% | Reduced |
| Sienna Gestion | 9,346 | $1.06M | 0.09% | 00.0% | Unchanged |
| Verity & Verity, LLC | 9,063 | $1.06M | 0.09% | −816−8.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,024 | $1.05M | 0.54% | +11+0.1% | Added |
| First Citizens Financial Corp | 9,024 | $1.05M | 0.60% | +25+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,082 | $1.05M | 0.08% | +953+11.7% | Added |
| Modera Wealth Management, LLC | 8,988 | $1.05M | 0.01% | −800−8.2% | Reduced |
| LVW Advisors, LLC | 8,984 | $1.05M | 0.13% | −1,976−18.0% | Reduced |
| Texas Capital Bancshares Inc | 8,970 | $1.05M | 0.45% | −244−2.6% | Reduced |
| Nilsine Partners, LLC | 8,964 | $1.05M | 0.11% | −136−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,933 | $1.04M | 0.04% | +131+1.5% | Added |
| Aaron Wealth Advisors | 8,907 | $1.04M | 0.12% | +146+1.7% | Added |
| Pennsylvania Capital Management Inc | 8,867 | $1.03M | 0.38% | +49+0.6% | Added |
| bLong Financial, LLC | 8,859 | $1.03M | 0.92% | −12−0.1% | Reduced |
| Paladin Wealth, LLC | 8,834 | $1.03M | 0.93% | +775+9.6% | Added |
| Moneta Group Investment Advisors LLC | 8,809 | $1.03M | 0.01% | +2,041+30.2% | Added |
| Buffington Mohr McNeal | 8,765 | $1.02M | 0.20% | −2,675−23.4% | Reduced |
| Strait & Sound Wealth Management LLC | 8,747 | $1.02M | 0.47% | +2,945+50.8% | Added |
| Beese Fulmer Investment Management, Inc. | 8,743 | $1.02M | 0.09% | −965−9.9% | Reduced |
| Symphony Financial, Ltd. Co. | 9,454 | $1.02M | 0.60% | +14+0.1% | Added |
| Eastern Bank | 8,686 | $1.01M | 0.02% | −19−0.2% | Reduced |
| E&G Advisors, LP | 8,710 | $999.5K | 0.28% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $997.5K | 1.33% | −19,074−69.0% | Reduced |
| Credit Industriel Et Commercial | 8,547 | $997.2K | 0.18% | +2,917+51.8% | Added |
| Gryphon Financial Partners LLC | 8,531 | $995.3K | 0.14% | +1,861+27.9% | Added |
| Wedbush Securities Inc | 8,475 | $989.0K | 0.04% | +1,872+28.4% | Added |
| Diversify Advisory Services, LLC | 8,460 | $983.2K | 0.06% | −1,458−14.7% | Reduced |
| Orion Capital Management LLC | 8,390 | $978.9K | 0.41% | −70−0.8% | Reduced |
| Financial Management Professionals, Inc. | 8,344 | $973.5K | 0.12% | +85+1.0% | Added |
| Terry L. Blaker | 8,327 | $971.5K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 8,278 | $965.8K | 0.02% | −282−3.3% | Reduced |
| Proficio Capital Partners LLC | 8,237 | $961.0K | 0.07% | −156−1.9% | Reduced |
| Old National Bancorp | 8,236 | $960.9K | 0.03% | −736−8.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,170 | $953.2K | 0.18% | +1,280+18.6% | Added |
| Warren Averett Asset Management, LLC | 8,128 | $948.3K | 0.01% | +1,523+23.1% | Added |
| Sage Rhino Capital LLC | 8,094 | $944.3K | 0.22% | −143−1.7% | Reduced |
| Mission Wealth Management, LP | 8,093 | $944.3K | 0.02% | +1,086+15.5% | Added |
| Genesee Capital Advisors, LLC | 8,090 | $943.9K | 0.47% | +507+6.7% | Added |
| Raab & Moskowitz Asset Management LLC | 8,086 | $943.4K | 0.24% | +1,212+17.6% | Added |
| Herold Advisors, Inc. | 8,062 | $940.6K | 0.21% | −259−3.1% | Reduced |
| Patton Albertson Miller Group, LLC | 8,053 | $939.6K | 0.14% | +30+0.4% | Added |
| HM Payson & Co | 8,040 | $938.0K | 0.02% | +783+10.8% | Added |
| Breakwater Capital Group | 8,000 | $933.4K | 0.17% | +430+5.7% | Added |
| Parkside Investments, LLC | 8,000 | $933.4K | 0.14% | +2,000+33.3% | Added |
| LGT Fund Management Co Ltd. | 7,999 | $933.2K | 0.08% | +785+10.9% | Added |
| Berkshire Bank | 7,959 | $928.6K | 0.23% | −349−4.2% | Reduced |
| TigerOak Management, L.L.C. | 7,942 | $926.6K | 0.36% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,938 | $926.2K | 0.01% | −31−0.4% | Reduced |
| Quest Partners LLC | 7,932 | $925.4K | 0.10% | +6,022+315.3% | Added |
| Ausdal Financial Partners, Inc. | 7,912 | $923.0K | 0.07% | +2,902+57.9% | Added |
| Virtu Financial LLC | 7,890 | $920.0K | 0.05% | +7,890 | New |
| South Plains Financial, Inc. | 7,861 | $917.1K | 0.72% | −221−2.7% | Reduced |
| Good Life Advisors, LLC | 7,850 | $915.8K | 0.06% | −506−6.1% | Reduced |
| US Asset Management LLC | 7,832 | $914.0K | 0.87% | +2,020+34.8% | Added |
| Corsair Capital Management, L.P. | 7,814 | $911.7K | 0.23% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,804 | $910.5K | 0.02% | +1,565+25.1% | Added |
| Mechanics Financial Corp | 7,788 | $908.6K | 0.41% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,622 | $907.7K | 0.03% | −357−4.5% | Reduced |
| Cim Investment Mangement Inc | 7,773 | $906.9K | 0.21% | −6−0.1% | Reduced |
| Twinbeech Capital LP | 7,766 | $906.1K | 0.02% | +7,766 | New |
| Stratos Wealth Advisors, LLC | 7,761 | $905.5K | 0.05% | −943−10.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,755 | $904.7K | 0.25% | +29+0.4% | Added |
| Charles Schwab Trust Co | 7,723 | $901.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,637 | $891.0K | 0.04% | +3,355+78.4% | Added |
| Operose Advisors LLC | 7,607 | $887.6K | 0.29% | +250+3.4% | Added |
| Hancock Whitney Corp | 7,587 | $885.2K | 0.03% | +464+6.5% | Added |
| Asset Dedication, LLC | 7,583 | $884.7K | 0.07% | −783−9.4% | Reduced |
| Bull Street Advisors, LLC | 7,575 | $884.0K | 0.42% | −104−1.4% | Reduced |
| CX Institutional | 7,561 | $882.0K | 0.03% | −43−0.6% | Reduced |
| Westover Capital Advisors, LLC | 7,530 | $878.5K | 0.20% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 7,520 | $877.0K | 0.36% | +7,520 | New |
| Mark Asset Management LP | 7,500 | $875.0K | 0.13% | +7,500 | New |
| CVA Family Office, LLC | 7,496 | $874.5K | 0.13% | +259+3.6% | Added |
| Jamison Private Wealth Management, Inc. | 7,454 | $869.6K | 0.13% | +891+13.6% | Added |
| Visionary Wealth Advisors | 7,423 | $866.1K | 0.05% | +826+12.5% | Added |
| Grove Bank & Trust | 7,418 | $865.5K | 0.12% | +1,032+16.2% | Added |
| MidWestOne Financial Group, Inc. | 7,386 | $861.7K | 0.12% | +169+2.3% | Added |
| Icon Wealth Advisors, LLC | 7,370 | $859.9K | 0.07% | −829−10.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $859.7K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 7,323 | $854.4K | 0.27% | −296−3.9% | Reduced |
| Adviser Investments LLC | 7,319 | $853.8K | 0.01% | −386−5.0% | Reduced |
| Clarendon Private LLC | 7,316 | $853.6K | 0.90% | +218+3.1% | Added |
| Perpetual Ltd | 7,284 | $849.8K | 0.01% | −268−3.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,857 | $847.5K | 0.61% | +1,255+19.0% | Added |
| Cidel Asset Management Inc | 7,237 | $844.3K | 0.06% | −591−7.5% | Reduced |
| Csenge Advisory Group | 7,720 | $842.8K | 0.05% | −410−5.0% | Reduced |
| North Star Investment Management Corp. | 7,204 | $840.5K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,200 | $840.0K | 0.06% | +359+5.2% | Added |
| LexAurum Advisors, LLC | 7,179 | $837.5K | 0.16% | −60−0.8% | Reduced |
| Two Sigma Securities, LLC | 7,177 | $837.3K | 0.13% | +7,177 | New |
| Hartford Funds Management Co LLC | 7,145 | $833.6K | 0.08% | −724−9.2% | Reduced |
| Graypoint LLC | 7,129 | $831.8K | 0.05% | +72+1.0% | Added |
| Richards, Merrill & Peterson, Inc. | 7,124 | $831.2K | 0.43% | +924+14.9% | Added |
| Legacy Advisors, LLC | 7,113 | $829.9K | 0.09% | +595+9.1% | Added |
| Fieldview Capital Management, LLC | 7,098 | $828.1K | 0.12% | +7,098 | New |
| Rothschild Investment LLC | 7,090 | $827.2K | 0.06% | −880−11.0% | Reduced |