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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 7,057 | $823.0K | 0.42% | −28−0.4% | Reduced |
| Independent Investors Inc | 6,983 | $814.7K | 0.17% | −500−6.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,941 | $809.5K | 0.07% | −1,809−20.7% | Reduced |
| IFG Advisors, LLC | 6,932 | $808.8K | 0.16% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,874 | $802.0K | 0.15% | +139+2.1% | Added |
| AlphaCore Capital LLC | 6,834 | $797.4K | 0.07% | +1,422+26.3% | Added |
| Private Trust Co NA | 6,827 | $796.5K | 0.08% | +203+3.1% | Added |
| Signature Estate & Investment Advisors LLC | 6,811 | $794.6K | 0.02% | −500−6.8% | Reduced |
| Hills Bank & Trust Co | 6,787 | $791.8K | 0.06% | −11−0.2% | Reduced |
| Empire Financial Management Company, LLC | 6,767 | $789.5K | 0.24% | +138+2.1% | Added |
| IHT Wealth Management, LLC | 6,745 | $787.0K | 0.02% | +83+1.2% | Added |
| Affinity Investment Advisors, LLC | 6,738 | $786.1K | 0.64% | −24−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 6,735 | $785.8K | 0.23% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,730 | $785.2K | 0.24% | +6,730 | New |
| Triad Wealth Partners, LLC | 6,729 | $785.1K | 0.24% | −92−1.3% | Reduced |
| Canton Hathaway, LLC | 6,725 | $785.0K | 0.16% | 00.0% | Unchanged |
| Robotti Robert | 6,715 | $783.4K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,700 | $781.7K | 0.19% | +800+13.6% | Added |
| David Loasby | 7,325 | $780.7K | 0.08% | −433−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 6,644 | $775.1K | 0.16% | +484+7.9% | Added |
| Johnson Investment Counsel Inc | 6,636 | $774.2K | 0.01% | −103−1.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $771.9K | 0.16% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,614 | $771.7K | 0.06% | −20.0% | Reduced |
| Pacitti Group Inc. | 6,611 | $771.3K | 0.37% | +429+6.9% | Added |
| Harbor Advisors LLC | 6,608 | $771.0K | 0.13% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 6,595 | $770.0K | 0.00% | +768+13.2% | Added |
| Strategic Blueprint, LLC | 6,588 | $768.6K | 0.04% | +72+1.1% | Added |
| CenterStar Asset Management, LLC | 6,554 | $765.5K | 1.10% | +6,554 | New |
| Capital Markets Trading UK LLP | 6,558 | $765.0K | 0.87% | −10,138−60.7% | Reduced |
| Cornercap Investment Counsel Inc | 6,511 | $759.6K | 0.40% | +6,511 | New |
| Everhart Financial Group, Inc. | 6,499 | $758.2K | 0.10% | −875−11.9% | Reduced |
| Mindset Wealth Management, LLC | 6,496 | $757.9K | 0.29% | −742−10.3% | Reduced |
| BluePath Capital Management, LLC | 6,492 | $757.4K | 0.79% | −3,460−34.8% | Reduced |
| RFG Advisory, LLC | 6,449 | $752.4K | 0.02% | +4,181+184.3% | Added |
| Pictet & Cie (Europe) SA | 6,394 | $746.0K | 0.02% | +591+10.2% | Added |
| Hamilton Capital, LLC | 6,387 | $745.2K | 0.05% | +63+1.0% | Added |
| Gladstone Institutional Advisory LLC | 6,376 | $743.9K | 0.03% | +356+5.9% | Added |
| Somerville Kurt F | 6,375 | $743.8K | 0.13% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,363 | $742.4K | 0.06% | +674+11.8% | Added |
| Wharton Business Group, LLC | 6,334 | $739.0K | 0.03% | −290−4.4% | Reduced |
| Davis R M Inc | 6,328 | $738.3K | 0.01% | −649−9.3% | Reduced |
| USA Financial Portformulas Corp | 6,289 | $733.7K | 0.12% | −3,215−33.8% | Reduced |
| Resonant Capital Advisors, LLC | 6,272 | $731.8K | 0.05% | +110+1.8% | Added |
| Centiva Capital, LP | 6,253 | $729.5K | 0.04% | +3,865+161.9% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $728.4K | 0.38% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,217 | $725.3K | 0.03% | −6,036−49.3% | Reduced |
| Welch & Forbes LLC | 6,211 | $724.6K | 0.01% | −18−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,202 | $723.6K | 0.06% | −767−11.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $723.4K | 0.17% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,197 | $723.0K | 0.29% | −1,023−14.2% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $714.6K | 0.01% | +3,625+145.0% | Added |
| Alta Advisers Ltd | 6,115 | $713.4K | 0.30% | +2,000+48.6% | Added |
| Scholtz & Company, LLC | 6,115 | $713.4K | 0.35% | +6,115 | New |
| Berger Financial Group, Inc | 6,104 | $712.1K | 0.05% | +258+4.4% | Added |
| Claro Advisors LLC | 6,103 | $712.0K | 0.10% | −544−8.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 6,089 | $710.4K | 0.20% | +72+1.2% | Added |
| CFS Investment Advisory Services, LLC | 6,083 | $710.0K | 0.06% | −201−3.2% | Reduced |
| Bridgewater Advisors Inc. | 6,109 | $709.9K | 0.06% | +6,109 | New |
| PDS Planning, Inc | 6,081 | $709.5K | 0.06% | +431+7.6% | Added |
| Goldstone Financial Group, LLC | 6,064 | $707.5K | 0.11% | +168+2.8% | Added |
| Clifford Group, LLC | 6,063 | $707.3K | 0.66% | −488−7.4% | Reduced |
| Caxton Associates LLP | 6,039 | $704.6K | 0.02% | +6,039 | New |
| Anchor Investment Management, LLC | 6,011 | $701.3K | 0.07% | +825+15.9% | Added |
| Legacy Financial Advisors, Inc. | 6,006 | $700.7K | 0.12% | −352−5.5% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $700.0K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,964 | $695.8K | 0.02% | +535+9.9% | Added |
| Beacon Financial Group | 5,962 | $695.6K | 0.08% | −989−14.2% | Reduced |
| Bridgefront Capital, LLC | 5,949 | $694.1K | 0.20% | +5,949 | New |
| HBK Sorce Advisory LLC | 5,940 | $693.0K | 0.02% | +404+7.3% | Added |
| Wealth Alliance | 5,925 | $691.2K | 0.08% | −1,506−20.3% | Reduced |
| Diversify Wealth Management, LLC | 5,939 | $690.2K | 0.05% | −135−2.2% | Reduced |
| Keel Point, LLC | 5,898 | $688.1K | 0.05% | +633+12.0% | Added |
| Ramirez Asset Management, Inc. | 5,890 | $687.2K | 0.14% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,878 | $685.8K | 0.18% | −435−6.9% | Reduced |
| Perennial Investment Advisors, LLC | 5,827 | $679.8K | 0.08% | +3,720+176.6% | Added |
| Sippican Capital Advisors | 5,795 | $676.1K | 0.51% | −155−2.6% | Reduced |
| Wrapmanager Inc | 5,792 | $675.8K | 0.18% | +3,132+117.7% | Added |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.05% | −41−0.7% | Reduced |
| Bahl & Gaynor Inc | 5,779 | $674.2K | 0.00% | +439+8.2% | Added |
| Sunbelt Securities, Inc. | 5,775 | $673.8K | 0.06% | −842−12.7% | Reduced |
| Western Wealth Management, LLC | 5,769 | $673.0K | 0.04% | −571−9.0% | Reduced |
| TriaGen Wealth Management LLC | 5,768 | $673.0K | 0.24% | −1,300−18.4% | Reduced |
| Readystate Asset Management LP | 5,760 | $672.0K | 0.03% | +5,760 | New |
| Ocean Capital Management, LLC | 5,754 | $671.4K | 0.16% | +46+0.8% | Added |
| LM Advisors LLC | 5,739 | $670.0K | 0.12% | +18+0.3% | Added |
| Nations Financial Group Inc, | 5,734 | $669.0K | 0.05% | +3,655+175.8% | Added |
| Arete Wealth Advisors, LLC | 12,122 | $667.0K | 0.05% | +7,245+148.6% | Added |
| Mechanics Bank Trust Department | 5,700 | $665.0K | 0.09% | +1,119+24.4% | Added |
| Curbstone Financial Management Corp | 5,676 | $662.2K | 0.14% | +100+1.8% | Added |
| Rehmann Capital Advisory Group | 5,665 | $661.0K | 0.04% | +143+2.6% | Added |
| Evexia Wealth LLC | 5,907 | $659.8K | 0.24% | −11−0.2% | Reduced |
| Harfst & Associates, Inc. | 5,636 | $657.6K | 0.15% | +5,636 | New |
| Kovack Advisors, Inc. | 5,622 | $656.0K | 0.07% | −459−7.5% | Reduced |
| CWA Asset Management Group, LLC | 5,621 | $655.8K | 0.03% | +377+7.2% | Added |
| Gibbs Wealth Management | 5,617 | $655.3K | 0.16% | +836+17.5% | Added |
| Bearing Point Capital, LLC | 5,603 | $653.7K | 0.14% | −256−4.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,553 | $647.9K | 0.02% | −371−6.3% | Reduced |
| Inscription Capital, LLC | 6,878 | $647.6K | 0.11% | +6,878 | New |
| Financial Advocates Investment Management | 5,547 | $647.1K | 0.05% | +3,090+125.8% | Added |
| Buckingham Strategic Partners | 5,544 | $646.8K | 0.01% | +457+9.0% | Added |