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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 3,686 | $430.0K | 0.06% | +290+8.5% | Added |
| Voya Financial Advisors, Inc. | 3,728 | $429.9K | 0.05% | −373−9.1% | Reduced |
| Centric Wealth Management | 3,676 | $428.9K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,663 | $427.4K | 0.01% | +334+10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,658 | $426.8K | 0.06% | +200+5.8% | Added |
| Wellington Shields Capital Management, LLC | 3,657 | $426.7K | 0.08% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,656 | $426.5K | 0.14% | −363−9.0% | Reduced |
| Richard P Slaughter Associates Inc | 3,645 | $425.3K | 0.10% | −18,026−83.2% | Reduced |
| First Financial Bank - Trust Division | 3,641 | $424.8K | 0.04% | +115+3.3% | Added |
| Omnia Family Wealth, LLC | 3,623 | $422.7K | 0.18% | +483+15.4% | Added |
| Tiemann Investment Advisors, LLC | 3,621 | $422.5K | 0.19% | −200−5.2% | Reduced |
| Tritonpoint Wealth, LLC | 3,616 | $421.9K | 0.04% | +219+6.4% | Added |
| Wallace Advisory Group, LLC | 3,353 | $421.5K | 0.29% | +27+0.8% | Added |
| Manchester Capital Management LLC | 3,605 | $420.6K | 0.05% | +192+5.6% | Added |
| Weiss Asset Management LP | 3,582 | $417.9K | 0.01% | −240,463−98.5% | Reduced |
| Versant Capital Management, Inc | 3,579 | $417.6K | 0.07% | +1,313+57.9% | Added |
| Richwood Investment Advisors, LLC | 3,576 | $417.2K | 0.35% | −177−4.7% | Reduced |
| Wealth Preservation Advisors, LLC | 3,574 | $417.0K | 0.30% | +3,574 | New |
| Altus Wealth Group LLC | 3,531 | $411.9K | 0.19% | +54+1.6% | Added |
| Farmers National Bank | 3,521 | $410.8K | 0.12% | −14−0.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,487 | $406.8K | 0.22% | +19+0.5% | Added |
| RVW Wealth, LLC | 3,479 | $405.9K | 0.04% | +3,479 | New |
| West Family Investments, Inc. | 3,478 | $405.8K | 0.15% | +529+17.9% | Added |
| Allegheny Financial Group LTD | 3,477 | $405.7K | 0.10% | +707+25.5% | Added |
| Sentry Investment Management LLC | 4,008 | $404.0K | 0.27% | −1,197−23.0% | Reduced |
| Cheviot Value Management, LLC | 3,375 | $403.6K | 0.05% | +3,375 | New |
| Belpointe Asset Management LLC | 3,458 | $403.4K | 0.02% | −4,012−53.7% | Reduced |
| Journey Advisory Group, LLC | 3,458 | $403.4K | 0.03% | −62−1.8% | Reduced |
| Trueblood Wealth Management, LLC | 3,456 | $403.2K | 0.19% | +376+12.2% | Added |
| Nwam LLC | 3,448 | $402.3K | 0.03% | −122−3.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,436 | $400.8K | 0.07% | +1,096+46.8% | Added |
| Paradigm Financial Partners, LLC | 3,431 | $400.3K | 0.05% | +846+32.7% | Added |
| Davidson Investment Advisors | 3,427 | $399.8K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $399.0K | 0.32% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,400 | $397.0K | 0.00% | +395+13.1% | Added |
| Sapient Capital LLC | 3,396 | $396.2K | 0.01% | −409−10.7% | Reduced |
| Waldron Private Wealth LLC | 3,390 | $395.5K | 0.02% | −4,279−55.8% | Reduced |
| Aspiriant, LLC | 3,366 | $392.7K | 0.01% | +405+13.7% | Added |
| HBW Advisory Services LLC | 3,348 | $390.6K | 0.06% | +878+35.5% | Added |
| Crawford Investment Counsel Inc | 3,346 | $390.4K | 0.01% | +63+1.9% | Added |
| Quantum Financial Advisors, LLC | 3,342 | $389.9K | 0.06% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,341 | $389.8K | 0.04% | −109−3.2% | Reduced |
| Focus Financial Network, Inc. | 3,337 | $389.3K | 0.02% | +128+4.0% | Added |
| XY Capital Ltd | 3,336 | $389.2K | 0.26% | +2,130+176.6% | Added |
| Severin Investments, LLC | 3,333 | $388.8K | 0.39% | +381+12.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,319 | $387.2K | 0.19% | −38−1.1% | Reduced |
| Zhang Financial LLC | 3,310 | $386.1K | 0.02% | −292−8.1% | Reduced |
| Castle Wealth Management LLC | 3,302 | $385.2K | 0.15% | −281−7.8% | Reduced |
| Pallas Capital Advisors LLC | 3,297 | $384.7K | 0.02% | +272+9.0% | Added |
| Essex Savings Bank | 3,293 | $384.2K | 0.09% | −100−2.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,290 | $383.8K | 0.00% | −280−7.8% | Reduced |
| Sentinus, LLC | 3,285 | $383.3K | 0.11% | +237+7.8% | Added |
| Central Pacific Bank - Trust Division | 3,274 | $382.0K | 0.05% | −10,584−76.4% | Reduced |
| Onefund, LLC | 3,267 | $381.2K | 0.39% | −37−1.1% | Reduced |
| Proathlete Wealth Management LLC | 3,255 | $379.9K | 0.14% | +12+0.4% | Added |
| Soltis Investment Advisors LLC | 3,254 | $379.6K | 0.03% | +18+0.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,253 | $379.5K | 0.01% | +71+2.2% | Added |
| American National Bank | 3,240 | $378.0K | 0.04% | +433+15.4% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $377.9K | 0.30% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,237 | $377.7K | 0.09% | +1,349+71.5% | Added |
| E Fund Management Co., Ltd. | 3,230 | $376.8K | 0.02% | +159+5.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,222 | $375.9K | 0.16% | −103−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,113 | $375.4K | 0.02% | +160+5.4% | Added |
| AA Financial Advisors, LLC | 3,216 | $375.2K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,209 | $374.4K | 0.01% | +632+24.5% | Added |
| Mason & Associates Inc | 3,202 | $373.6K | 0.09% | +25+0.8% | Added |
| Perfromance Wealth Partners, LLC | 3,201 | $373.4K | 0.01% | +197+6.6% | Added |
| Diversified Enterprises, LLC | 3,200 | $373.3K | 0.03% | +243+8.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,180 | $371.0K | 0.03% | −119−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,180 | $371.0K | 0.01% | −53−1.6% | Reduced |
| Congress Park Capital LLC | 3,175 | $370.4K | 0.14% | −150−4.5% | Reduced |
| Prosperity Consulting Group, LLC | 3,160 | $368.6K | 0.03% | +152+5.1% | Added |
| Wimmer Associates 1, LLC | 2,843 | $367.7K | 0.19% | −180−6.0% | Reduced |
| Easterly Investment Partners LLC | 3,151 | $367.6K | 0.03% | 00.0% | Unchanged |
| B&L Asset Management LLC | 3,142 | $366.6K | 0.24% | +612+24.2% | Added |
| Kingsman Wealth Management, Inc. | 3,131 | $365.3K | 0.27% | +3,131 | New |
| Key Financial Inc | 3,129 | $365.1K | 0.08% | +2+0.1% | Added |
| Howard Financial Services, Ltd. | 3,125 | $364.6K | 0.05% | −79−2.5% | Reduced |
| L.M. Kohn & Company | 3,121 | $364.1K | 0.10% | −81−2.5% | Reduced |
| Waddell & Associates, LLC | 3,117 | $363.7K | 0.04% | +5+0.2% | Added |
| Ostrum Asset Management | 3,117 | $363.7K | 0.02% | −83−2.6% | Reduced |
| Strategic Financial Concepts, LLC | 3,115 | $363.4K | 0.07% | −1,498−32.5% | Reduced |
| Bedel Financial Consulting, Inc. | 3,057 | $361.7K | 0.05% | +10.0% | Added |
| Clear Street Markets LLC | 3,100 | $361.7K | 0.25% | +1,600+106.7% | Added |
| Lockheed Martin Investment Management Co | 3,100 | $361.7K | 0.01% | +3,100 | New |
| Associated Banc-Corp | 3,097 | $361.3K | 0.01% | +238+8.3% | Added |
| Callan Capital, LLC | 3,094 | $361.0K | 0.03% | +894+40.6% | Added |
| PFG Advisors | 3,088 | $360.3K | 0.02% | +582+23.2% | Added |
| One Wealth Advisors, LLC | 3,085 | $359.9K | 0.05% | +30+1.0% | Added |
| Hobbs Group Advisors, LLC | 3,081 | $359.5K | 0.14% | +6+0.2% | Added |
| Klingman & Associates, LLC | 3,076 | $358.9K | 0.02% | +162+5.6% | Added |
| Duncker Streett & Co Inc | 3,071 | $358.3K | 0.07% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 3,066 | $357.7K | 0.08% | +145+5.0% | Added |
| Kathmere Capital Management, LLC | 3,066 | $357.7K | 0.03% | +282+10.1% | Added |
| Sax Wealth Advisors, LLC | 3,062 | $357.2K | 0.03% | +378+14.1% | Added |
| SageView Advisory Group, LLC | 3,060 | $356.9K | 0.02% | −3,875−55.9% | Reduced |
| O'Rourke & Company, Inc | 3,051 | $356.0K | 0.18% | +11+0.4% | Added |
| Waters Parkerson & Co., LLC | 3,050 | $355.8K | 0.02% | +3,050 | New |
| Optas, LLC | 3,049 | $355.7K | 0.06% | −2−0.1% | Reduced |
| Five Oceans Advisors | 3,049 | $355.7K | 0.17% | +28+0.9% | Added |