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 |
|---|---|---|---|---|---|
| CNB Bank | 4,511 | $526.3K | 0.27% | −3−0.1% | Reduced |
| Teza Capital Management LLC | 4,508 | $525.9K | 0.24% | −5,819−56.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,505 | $525.6K | 0.20% | +22+0.5% | Added |
| United Bank | 4,500 | $525.0K | 0.07% | +2,500+125.0% | Added |
| Powell Investment Advisors, LLC | 4,489 | $523.7K | 0.26% | +29+0.7% | Added |
| Cornerstone Wealth Management, LLC | 4,488 | $523.6K | 0.04% | +204+4.8% | Added |
| Flagship Harbor Advisors, LLC | 4,480 | $522.7K | 0.03% | +168+3.9% | Added |
| Catherine Avery Investment Management LLC | 4,437 | $517.7K | 0.46% | −22,288−83.4% | Reduced |
| BankPlus Trust Department | 4,429 | $516.7K | 0.17% | +232+5.5% | Added |
| DGS Capital Management, LLC | 4,426 | $516.4K | 0.14% | +18+0.4% | Added |
| Gitterman Wealth Management, LLC | 4,408 | $514.6K | 0.14% | +2,035+85.8% | Added |
| Exencial Wealth Advisors, LLC | 4,406 | $514.0K | 0.02% | +121+2.8% | Added |
| Impact Capital Partners LLC | 4,403 | $513.7K | 0.19% | −3,182−42.0% | Reduced |
| Hillsdale Investment Management Inc. | 4,400 | $513.3K | 0.03% | +4,400 | New |
| N.E.W. Advisory Services LLC | 4,398 | $513.2K | 0.04% | +1,727+64.7% | Added |
| Tributary Capital Management, LLC | 4,385 | $511.6K | 0.04% | −1,160−20.9% | Reduced |
| GFG Capital, LLC | 4,347 | $507.2K | 0.16% | −16−0.4% | Reduced |
| Roundview Capital LLC | 4,335 | $505.8K | 0.04% | +137+3.3% | Added |
| Cyrus J. Lawrence, LLC | 4,330 | $505.0K | 1.91% | −66,368−93.9% | Reduced |
| Code Waechter LLC | 4,330 | $505.0K | 0.42% | +1,207+38.6% | Added |
| Webster Bank, N. A. | 4,323 | $504.4K | 0.06% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,300 | $501.7K | 0.11% | −75−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,279 | $499.2K | 0.01% | +1,410+49.1% | Added |
| Knollwood Investment Advisory, LLC | 4,258 | $496.8K | 0.05% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,258 | $496.7K | 0.41% | −156−3.5% | Reduced |
| Topsail Wealth Management, LLC | 4,256 | $496.5K | 0.10% | +228+5.7% | Added |
| Apriem Advisors | 4,240 | $494.8K | 0.06% | −131−3.0% | Reduced |
| Salzhauer Michael | 4,225 | $492.9K | 0.30% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,220 | $492.4K | 0.04% | −53−1.2% | Reduced |
| KKM Financial LLC | 4,140 | $492.4K | 0.21% | −55−1.3% | Reduced |
| Millennium Capital Advisors, LLC | 4,211 | $491.3K | 0.36% | +76+1.8% | Added |
| Ashford Capital Management Inc | 4,210 | $491.2K | 0.06% | +4,210 | New |
| 3Chopt Investment Partners, LLC | 4,209 | $491.1K | 0.13% | +4,209 | New |
| Humankind Investments LLC | 4,207 | $490.8K | 0.13% | +106+2.6% | Added |
| Integrated Quantitative Investments LLC | 4,200 | $490.0K | 0.24% | +4,200 | New |
| Hudock, Inc. | 4,189 | $488.8K | 0.09% | −81−1.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,174 | $487.0K | 0.12% | +209+5.3% | Added |
| Providence First Trust Co | 4,169 | $486.4K | 0.20% | −119−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 4,161 | $485.5K | 0.02% | +985+31.0% | Added |
| Fielder Capital Group LLC | 4,160 | $485.3K | 0.14% | −1,591−27.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $482.2K | 0.28% | 00.0% | Unchanged |
| Holderness Investments Co | 4,132 | $482.0K | 0.11% | −34−0.8% | Reduced |
| Valmark Advisers, Inc. | 4,124 | $481.2K | 0.01% | +197+5.0% | Added |
| J2 Capital Management Inc | 4,121 | $480.8K | 0.44% | −29−0.7% | Reduced |
| Park Edge Advisors, LLC | 4,117 | $480.3K | 0.13% | +1,596+63.3% | Added |
| Cornerstone Wealth Group, LLC | 4,101 | $478.5K | 0.04% | +297+7.8% | Added |
| Constitution Capital LLC | 4,100 | $478.3K | 0.26% | +1,800+78.3% | Added |
| Park National Corp | 4,091 | $477.3K | 0.02% | −10.0% | Reduced |
| Riverwater Partners LLC | 4,082 | $476.2K | 0.24% | +169+4.3% | Added |
| St Germain D J Co Inc | 4,074 | $475.3K | 0.02% | +254+6.6% | Added |
| Silvia McColl Wealth Management, LLC | 4,071 | $475.0K | 0.36% | −488−10.7% | Reduced |
| X-Square Capital, LLC | 4,064 | $474.0K | 0.20% | +10.0% | Added |
| Jackson Wealth Management, LLC | 4,060 | $474.0K | 0.06% | +4,060 | New |
| Shepherd Financial Partners LLC | 4,052 | $472.7K | 0.06% | +303+8.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,049 | $472.5K | 0.00% | +1,754+76.4% | Added |
| Calton & Associates, Inc. | 4,040 | $471.3K | 0.11% | −498−11.0% | Reduced |
| Allen Investment Management LLC | 4,034 | $470.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $470.6K | 0.30% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,023 | $469.4K | 0.20% | +4,023 | New |
| Souders Financial Advisors | 4,019 | $468.9K | 0.07% | +1,520+60.8% | Added |
| Freestone Capital Holdings, LLC | 4,012 | $468.1K | 0.02% | +255+6.8% | Added |
| OneAscent Financial Services LLC | 4,024 | $466.0K | 0.03% | +4,024 | New |
| YANKCOM Partnership | 3,987 | $465.2K | 0.26% | +107+2.8% | Added |
| Quotient Wealth Partners, LLC | 3,972 | $463.4K | 0.01% | +75+1.9% | Added |
| One Capital Management, LLC | 3,944 | $460.1K | 0.02% | +295+8.1% | Added |
| Broyhill Asset Management | 3,915 | $456.8K | 0.37% | +248+6.8% | Added |
| Continuum Advisory, LLC | 3,910 | $456.2K | 0.06% | +272+7.5% | Added |
| Allen Capital Group, LLC | 3,906 | $455.7K | 0.05% | +156+4.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,943 | $454.8K | 0.07% | −6−0.2% | Reduced |
| SOL Capital Management CO | 3,875 | $452.0K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,871 | $451.6K | 0.04% | +500+14.8% | Added |
| Jackson Creek Investment Advisors LLC | 3,866 | $451.0K | 0.14% | +94+2.5% | Added |
| Amplius Wealth Advisors, LLC | 3,861 | $450.5K | 0.05% | +8+0.2% | Added |
| Bank of Nova Scotia Trust Co | 3,857 | $450.0K | 0.05% | −57−1.5% | Reduced |
| Integrity Alliance, LLC. | 3,850 | $449.1K | 0.02% | +3,850 | New |
| Amica Retiree Medical Trust | 3,850 | $449.0K | 0.69% | −3,472−47.4% | Reduced |
| RMR Wealth Builders | 3,843 | $448.4K | 0.05% | −291−7.0% | Reduced |
| First American Trust, FSB | 3,833 | $447.2K | 0.04% | −1,371−26.3% | Reduced |
| Segment Wealth Management, LLC | 3,825 | $446.3K | 0.03% | +1,292+51.0% | Added |
| Crews Bank & Trust | 3,822 | $445.9K | 0.08% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,813 | $444.9K | 0.39% | +653+20.7% | Added |
| Good Steward Wealth Advisors,LLC | 3,808 | $444.3K | 0.40% | +3,808 | New |
| Cetera Trust Company, N.A | 3,804 | $443.8K | 0.28% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,801 | $443.5K | 0.29% | +3,801 | New |
| Marino, Stram & Associates LLC | 3,789 | $442.1K | 0.10% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 3,789 | $442.1K | 0.01% | +286+8.2% | Added |
| OneAscent Family Office, LLC | 3,788 | $442.0K | 0.41% | +1,856+96.1% | Added |
| Bolthouse Investments, LLC | 3,785 | $441.6K | 0.46% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,811 | $441.1K | 0.25% | +31+0.8% | Added |
| Jacobi Capital Management LLC | 3,781 | $441.1K | 0.03% | +16+0.4% | Added |
| Signal Advisors Wealth, LLC | 3,777 | $440.7K | 0.04% | +1,837+94.7% | Added |
| Bank of Hawaii | 3,773 | $440.2K | 0.03% | −1,176−23.8% | Reduced |
| Missouri Trust & Investment Co | 3,750 | $437.5K | 0.15% | 00.0% | Unchanged |
| Advisor Resource Council | 3,896 | $436.8K | 0.04% | +3,896 | New |
| Aprio Wealth Management, LLC | 3,743 | $436.7K | 0.05% | −250−6.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,740 | $436.4K | 0.25% | +208+5.9% | Added |
| Inspirion Wealth Advisors, LLC | 3,738 | $436.1K | 0.06% | +3,738 | New |
| Investor's Fiduciary Advisor Network, LLC | 3,744 | $436.0K | 0.21% | −1,051−21.9% | Reduced |
| Frisch Financial Group, Inc. | 3,740 | $436.0K | 0.12% | +48+1.3% | Added |
| Advyzon Investment Management, LLC | 3,688 | $430.3K | 0.15% | −510−12.1% | Reduced |