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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 3,043 | $355.0K | 0.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,039 | $354.6K | 0.02% | +4+0.1% | Added |
| Harbour Investments, Inc. | 3,037 | $354.3K | 0.01% | +354+13.2% | Added |
| Watts Gwilliam & Co., LLC | 3,022 | $352.6K | 0.08% | −50−1.6% | Reduced |
| Partners Wealth Management, LLC | 3,009 | $351.1K | 0.40% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,002 | $350.2K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $350.0K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,995 | $349.0K | 0.10% | +12+0.4% | Added |
| New Covenant Trust Company, N.A. | 3,015 | $347.7K | 0.37% | −98−3.1% | Reduced |
| City State Bank | 2,978 | $347.4K | 0.11% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,965 | $345.9K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,963 | $345.7K | 0.09% | −285−8.8% | Reduced |
| Navis Wealth Advisors, LLC | 2,958 | $345.1K | 0.34% | 00.0% | Unchanged |
| First Interstate Bank | 2,953 | $344.5K | 0.02% | −47−1.6% | Reduced |
| Alpha Cubed Investments, LLC | 2,950 | $344.2K | 0.02% | +2,950 | New |
| Atlantic Union Bankshares Corp | 2,948 | $343.9K | 0.02% | −8−0.3% | Reduced |
| Seven Mile Advisory | 2,945 | $343.6K | 0.23% | +96+3.4% | Added |
| Balboa Wealth Partners | 2,936 | $342.5K | 0.08% | −865−22.8% | Reduced |
| Pathway Financial Advisors LLC | 2,928 | $341.6K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,908 | $339.3K | 0.20% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,904 | $338.8K | 0.36% | −4−0.1% | Reduced |
| Legacy Solutions, LLC | 2,877 | $335.6K | 0.37% | +7+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,868 | $334.6K | 0.01% | +1,002+53.7% | Added |
| CoreCap Advisors, LLC | 2,866 | $334.4K | 0.01% | +372+14.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,853 | $332.8K | 0.08% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,846 | $332.0K | 0.11% | +2,846 | New |
| Advisor OS, LLC | 2,843 | $331.7K | 0.04% | +154+5.7% | Added |
| Auxano Advisors, LLC | 2,838 | $331.1K | 0.09% | −160−5.3% | Reduced |
| BLB&B Advisors, LLC | 2,833 | $330.5K | 0.02% | +406+16.7% | Added |
| Fiducient Advisors LLC | 2,828 | $329.9K | 0.04% | −70−2.4% | Reduced |
| TCFG Wealth Management, LLC | 2,827 | $329.9K | 0.17% | −52−1.8% | Reduced |
| Oakworth Capital, Inc. | 2,826 | $329.7K | 0.02% | −1,295−31.4% | Reduced |
| Cercano Management LLC | 2,812 | $328.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,795 | $326.2K | 0.05% | +115+4.3% | Added |
| Winthrop Advisory Group LLC | 2,789 | $325.4K | 0.04% | +2,789 | New |
| Everpar Advisors LLC | 2,787 | $325.2K | 0.17% | −240−7.9% | Reduced |
| Legacy Edge Advisors, LLC | 2,784 | $324.8K | 0.05% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,772 | $323.4K | 0.12% | +246+9.7% | Added |
| Plancorp, LLC | 2,762 | $322.2K | 0.01% | +205+8.0% | Added |
| Jackson Square Capital, LLC | 2,741 | $319.8K | 0.10% | −19−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,735 | $319.1K | 0.00% | +454+19.9% | Added |
| Harvest Fund Management Co., Ltd | 2,738 | $319.0K | 0.02% | −4,188−60.5% | Reduced |
| Camden National Bank | 2,733 | $318.9K | 0.05% | −154−5.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,730 | $318.5K | 0.24% | +153+5.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,721 | $317.5K | 0.54% | −9,900−78.4% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $317.2K | 0.08% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,711 | $316.3K | 0.10% | +18+0.7% | Added |
| Apella Capital, LLC | 2,830 | $316.1K | 0.01% | +2,830 | New |
| Brandywine Oak Private Wealth LLC | 2,707 | $315.8K | 0.03% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,700 | $315.0K | 0.25% | +2,700 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,696 | $314.5K | 0.08% | +18+0.7% | Added |
| Tanager Wealth Management LLP | 2,688 | $313.6K | 0.04% | +231+9.4% | Added |
| Aft, Forsyth & Company, Inc. | 2,685 | $313.3K | 0.17% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,684 | $313.1K | 0.07% | −786−22.7% | Reduced |
| Lane & Associates LLC | 2,680 | $312.7K | 0.17% | −209−7.2% | Reduced |
| SGL Investment Advisors, Inc. | 2,545 | $310.2K | 0.16% | +591+30.2% | Added |
| Naviter Wealth, LLC | 2,678 | $308.9K | 0.04% | +78+3.0% | Added |
| Samalin Investment Counsel, LLC | 2,646 | $308.8K | 0.13% | −1,061−28.6% | Reduced |
| Novem Group | 2,645 | $308.6K | 0.04% | +640+31.9% | Added |
| Austin Private Wealth, LLC | 2,639 | $307.9K | 0.03% | +79+3.1% | Added |
| Berry Wealth Group, LP | 2,630 | $306.8K | 0.24% | +772+41.6% | Added |
| Cardinal Point Capital Management, ULC | 2,628 | $306.6K | 0.03% | −69−2.6% | Reduced |
| Kaizen Financial Strategies | 2,617 | $305.3K | 0.18% | +86+3.4% | Added |
| Claris Financial LLC | 2,423 | $304.6K | 0.20% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 2,603 | $303.7K | 0.20% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,598 | $303.1K | 0.01% | −83−3.1% | Reduced |
| Bragg Financial Advisors, Inc | 2,593 | $302.5K | 0.01% | +2+0.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,593 | $302.5K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,582 | $301.2K | 0.05% | −821−24.1% | Reduced |
| Argent Advisors, Inc. | 2,575 | $300.4K | 0.10% | +365+16.5% | Added |
| Sivia Capital Partners, LLC | 2,574 | $300.3K | 0.14% | −174−6.3% | Reduced |
| MBB Public Markets I LLC | 2,572 | $300.1K | 0.03% | +2,572 | New |
| Sunpointe, LLC | 2,570 | $299.9K | 0.16% | −216−7.8% | Reduced |
| Lokken Investment Group LLC | 2,568 | $299.6K | 0.13% | −446−14.8% | Reduced |
| denkapparat Operations GmbH | 2,560 | $298.7K | 0.32% | −1,628−38.9% | Reduced |
| Michael B. Yongue | 2,548 | $297.3K | 0.38% | −5−0.2% | Reduced |
| IVC Wealth Advisors LLC | 2,535 | $295.8K | 0.16% | 00.0% | Unchanged |
| Motco | 2,529 | $295.1K | 0.03% | +445+21.4% | Added |
| Neville Rodie & Shaw Inc | 2,526 | $295.0K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,525 | $294.6K | 0.14% | −3−0.1% | Reduced |
| McLean Asset Management Corp | 2,934 | $294.3K | 0.10% | +35+1.2% | Added |
| Doheny Asset Management | 2,523 | $294.0K | 0.23% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,520 | $294.0K | 0.12% | +37+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,518 | $293.8K | 0.12% | −22−0.9% | Reduced |
| Financial Security Advisor, Inc. | 2,511 | $293.0K | 0.07% | −4−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,505 | $292.3K | 0.01% | +511+25.6% | Added |
| Thrive Wealth Management, LLC | 2,503 | $292.0K | 0.06% | −270−9.7% | Reduced |
| Versor Investments LP | 2,500 | $291.7K | 0.05% | −600−19.4% | Reduced |
| Horizon Wealth Management, LLC | 2,494 | $290.9K | 0.05% | +94+3.9% | Added |
| Apexium Financial, LP | 2,490 | $290.5K | 0.02% | −71−2.8% | Reduced |
| Enterprise Financial Services Corp | 2,488 | $290.3K | 0.17% | −187−7.0% | Reduced |
| Sepio Capital, LP | 2,487 | $290.2K | 0.02% | −25−1.0% | Reduced |
| Phillips Wealth Planners LLC | 2,681 | $289.9K | 0.31% | −599−18.3% | Reduced |
| Univest Financial Corp | 2,473 | $288.5K | 0.02% | +2+0.1% | Added |
| Beaumont Financial Advisors, LLC | 2,471 | $288.2K | 0.02% | +306+14.1% | Added |
| Berkeley Capital Partners, LLC | 2,465 | $287.6K | 0.08% | −390−13.7% | Reduced |
| Clear Creek Financial Management, LLC | 2,465 | $287.6K | 0.03% | +311+14.4% | Added |
| Castleview Partners, LLC | 2,465 | $287.6K | 0.19% | −105−4.1% | Reduced |
| Victory Financial Group, LLC | 2,458 | $286.2K | 0.05% | +2,458 | New |
| Old North State Trust, LLC | 2,274 | $286.0K | 0.18% | 00.0% | Unchanged |