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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 5,531 | $646.0K | 0.07% | +146+2.7% | Added |
| First Foundation Advisors | 5,536 | $645.9K | 0.03% | +24+0.4% | Added |
| Chapin Davis, Inc. | 5,531 | $645.3K | 0.22% | −53−0.9% | Reduced |
| Chase Investment Counsel Corp | 5,532 | $645.0K | 0.24% | −246−4.3% | Reduced |
| Marcum Wealth, LLC | 5,513 | $643.2K | 0.06% | −87−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,508 | $642.6K | 0.01% | +46+0.8% | Added |
| Intrua Financial, LLC | 5,499 | $641.5K | 0.10% | −1,688−23.5% | Reduced |
| Washburn Capital Management, Inc. | 5,490 | $640.6K | 0.42% | −196−3.4% | Reduced |
| Destination Wealth Management | 5,486 | $640.1K | 0.02% | +1,283+30.5% | Added |
| Financial Advisors, LLC | 5,476 | $638.9K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,458 | $636.8K | 0.01% | +1,060+24.1% | Added |
| Lazari Capital Management, Inc. | 5,447 | $635.5K | 0.26% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,464 | $633.9K | 0.08% | +82+1.5% | Added |
| Heritage Wealth Advisors | 5,426 | $633.1K | 0.03% | −6−0.1% | Reduced |
| Canopy Partners, LLC | 5,426 | $633.1K | 0.25% | +17+0.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 5,419 | $632.2K | 0.05% | −43−0.8% | Reduced |
| Machina Capital S.A.S. | 5,403 | $630.4K | 0.19% | +5,403 | New |
| Arbor Investment Advisors, LLC | 5,395 | $629.5K | 0.09% | −28−0.5% | Reduced |
| Raleigh Capital Management Inc. | 5,395 | $629.4K | 0.28% | −1,251−18.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,355 | $624.7K | 0.08% | +11+0.2% | Added |
| Daymark Wealth Partners, LLC | 5,352 | $624.4K | 0.03% | +811+17.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,343 | $623.4K | 0.02% | −415−7.2% | Reduced |
| AdvisorNet Financial, Inc | 5,340 | $623.0K | 0.05% | +564+11.8% | Added |
| Adirondack Trust Co | 5,315 | $620.1K | 0.24% | −106−2.0% | Reduced |
| BSW Wealth Partners | 5,306 | $619.0K | 0.09% | −1,285−19.5% | Reduced |
| Main Street Financial Solutions, LLC | 5,303 | $618.7K | 0.05% | −1,750−24.8% | Reduced |
| Essex Financial Services, Inc. | 5,300 | $618.3K | 0.04% | −495−8.5% | Reduced |
| Copley Financial Group, Inc. | 5,265 | $614.3K | 0.47% | −48−0.9% | Reduced |
| Fort Sheridan Advisors LLC | 5,256 | $613.2K | 0.09% | +114+2.2% | Added |
| 1832 Asset Management L.P. | 5,246 | $612.1K | 0.00% | −162−3.0% | Reduced |
| Legacy Capital Group California, Inc. | 5,245 | $611.9K | 0.21% | −58−1.1% | Reduced |
| Northern Financial Advisors Inc | 5,236 | $610.9K | 0.50% | −102−1.9% | Reduced |
| GWN Securities Inc. | 4,753 | $610.4K | 0.03% | +2,902+156.8% | Added |
| Integris Wealth Management, LLC | 5,231 | $610.3K | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,218 | $608.8K | 0.12% | +170+3.4% | Added |
| Marex Group plc | 5,218 | $608.8K | 0.01% | +5,218 | New |
| L2 Asset Management, LLC | 5,205 | $607.3K | 0.12% | +450+9.5% | Added |
| Breed's Hill Capital LLC | 5,196 | $606.2K | 0.33% | −43−0.8% | Reduced |
| Wealth Effects LLC | 5,175 | $603.8K | 0.25% | −500−8.8% | Reduced |
| Vivaldi Capital Management, LLC | 5,160 | $602.0K | 0.10% | +64+1.3% | Added |
| Gibraltar Capital Management, Inc. | 5,146 | $600.4K | 0.13% | −5,689−52.5% | Reduced |
| SlateStone Wealth, LLC | 5,135 | $599.0K | 0.06% | −287−5.3% | Reduced |
| Bell Bank | 5,133 | $598.9K | 0.03% | −194−3.6% | Reduced |
| Rogco, LP | 5,124 | $597.8K | 0.24% | −25−0.5% | Reduced |
| Childress Capital Advisors, LLC | 5,124 | $597.8K | 0.17% | +510+11.1% | Added |
| BKD Wealth Advisors, LLC | 5,108 | $596.0K | 0.01% | −10.0% | Reduced |
| Great Lakes Advisors, LLC | 5,106 | $595.7K | 0.01% | +609+13.5% | Added |
| Campbell & CO Investment Adviser LLC | 5,105 | $595.6K | 0.05% | −657−11.4% | Reduced |
| Argus Investors' Counsel, Inc. | 5,100 | $595.0K | 0.45% | −2,000−28.2% | Reduced |
| Northeast Financial Consultants Inc | 5,085 | $593.3K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,085 | $593.2K | 0.04% | +3+0.1% | Added |
| Strategic Financial Services, Inc, | 5,082 | $592.9K | 0.03% | 00.0% | Unchanged |
| First County Bank | 5,068 | $591.3K | 0.33% | −172−3.3% | Reduced |
| First Dallas Securities Inc. | 5,062 | $591.0K | 0.25% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $589.5K | 0.67% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,050 | $589.2K | 0.16% | +12+0.2% | Added |
| Cooper Financial Group | 5,027 | $586.5K | 0.08% | +1,259+33.4% | Added |
| Lindbrook Capital, LLC | 5,022 | $585.9K | 0.05% | −1,134−18.4% | Reduced |
| De Lisle Partners LLP | 5,000 | $583.4K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,965 | $579.3K | 0.05% | +524+11.8% | Added |
| Pinnacle Bancorp, Inc. | 4,947 | $577.2K | 0.19% | −455−8.4% | Reduced |
| Quilter Plc | 4,920 | $574.0K | 0.01% | −4,675−48.7% | Reduced |
| Gsa Capital Partners LLP | 4,891 | $571.0K | 0.05% | −3,961−44.7% | Reduced |
| Garda Capital Partners LP | 4,869 | $568.1K | 0.32% | +4,869 | New |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $567.5K | 0.00% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 4,852 | $566.1K | 0.44% | −389−7.4% | Reduced |
| Register Financial Advisors LLC | 4,846 | $565.4K | 0.29% | +20.0% | Added |
| Red Lighthouse Investment Management, LLC | 6,002 | $565.1K | 0.23% | +367+6.5% | Added |
| Johnson & White Wealth Management, LLC | 4,847 | $565.0K | 0.32% | +64+1.3% | Added |
| Baron Wealth Management LLC | 4,810 | $561.2K | 0.25% | +261+5.7% | Added |
| Orca Investment Management, LLC | 4,799 | $559.9K | 0.56% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,784 | $558.2K | 0.05% | +512+12.0% | Added |
| Texas Bank & Trust Co | 4,784 | $558.1K | 0.24% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,777 | $557.3K | 0.20% | −74−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 4,750 | $554.2K | 0.03% | −47−1.0% | Reduced |
| DRW Securities, LLC | 4,736 | $552.5K | 0.05% | −4,439−48.4% | Reduced |
| Lebenthal Global Advisors, LLC | 4,731 | $552.0K | 0.10% | +1,391+41.6% | Added |
| Beta Wealth Group, Inc. | 4,728 | $551.7K | 0.20% | +202+4.5% | Added |
| Peoples Bank | 4,695 | $547.8K | 0.36% | −275−5.5% | Reduced |
| DT Investment Partners, LLC | 4,672 | $545.1K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,666 | $544.4K | 0.03% | −61−1.3% | Reduced |
| Fortem Financial Group, LLC | 4,658 | $543.4K | 0.21% | +477+11.4% | Added |
| Graham Capital Management, L.P. | 4,649 | $542.4K | 0.02% | +4,649 | New |
| Willner & Heller, LLC | 4,633 | $540.5K | 0.50% | +31+0.7% | Added |
| Arcataur Capital Management LLC | 4,627 | $539.8K | 0.18% | −380−7.6% | Reduced |
| Cable Hill Partners, LLC | 4,638 | $539.6K | 0.05% | +79+1.7% | Added |
| Insight 2811, Inc. | 4,611 | $538.0K | 0.27% | −41−0.9% | Reduced |
| Arista Wealth Management, LLC | 4,600 | $536.7K | 0.13% | −215−4.5% | Reduced |
| Ledyard National Bank | 4,591 | $535.6K | 0.05% | +6+0.1% | Added |
| Ellevest, Inc. | 4,578 | $534.1K | 0.04% | −146−3.1% | Reduced |
| Forte Capital LLC | 4,557 | $531.7K | 0.06% | −128−2.7% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $530.8K | 0.13% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 4,543 | $530.0K | 0.08% | −20.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,540 | $529.7K | 0.34% | +2,120+87.6% | Added |
| Autumn Glory Partners, LLC | 4,535 | $529.1K | 0.27% | −3,842−45.9% | Reduced |
| Morse Asset Management, Inc | 4,524 | $527.8K | 0.13% | +100+2.3% | Added |
| Smithfield Trust Co | 4,524 | $527.0K | 0.03% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 4,516 | $526.9K | 0.22% | +315+7.5% | Added |
| West Oak Capital, LLC | 4,515 | $526.8K | 0.20% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,515 | $526.8K | 0.00% | +582+14.8% | Added |