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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 2,447 | $285.5K | 0.05% | −107−4.2% | Reduced |
| River Wealth Advisors LLC | 2,445 | $285.3K | 0.04% | −39−1.6% | Reduced |
| Prepared Retirement Institute LLC | 2,440 | $284.7K | 0.18% | +3+0.1% | Added |
| Sachetta, LLC | 2,432 | $283.7K | 0.12% | −28−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,429 | $283.4K | 0.02% | −111−4.4% | Reduced |
| Boston Trust Walden Corp | 2,423 | $282.7K | 0.00% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 2,414 | $281.6K | 0.04% | +67+2.9% | Added |
| TFB Advisors LLC | 2,411 | $281.3K | 0.08% | −93−3.7% | Reduced |
| Ellsworth Advisors, LLC | 2,406 | $280.7K | 0.07% | −39−1.6% | Reduced |
| Firestone Capital Management | 2,400 | $280.0K | 0.07% | +3+0.1% | Added |
| Cornerstone Advisory, LLC | 2,365 | $279.9K | 0.03% | +396+20.1% | Added |
| Darden Wealth Group Inc | 2,396 | $279.5K | 0.22% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,394 | $279.3K | 0.02% | +19+0.8% | Added |
| Willow Creek Wealth Management Inc. | 2,383 | $278.0K | 0.03% | −230−8.8% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $277.3K | 0.19% | 00.0% | Unchanged |
| New Hampshire Trust | 2,364 | $275.8K | 0.06% | +174+7.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,364 | $275.8K | 0.01% | +253+12.0% | Added |
| Global Strategic Investment Solutions, LLC | 2,359 | $275.2K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,354 | $274.6K | 0.09% | −1,832−43.8% | Reduced |
| Van Strum & Towne Inc. | 2,340 | $273.0K | 0.09% | +2,340 | New |
| Primoris Wealth Advisors, LLC | 2,335 | $272.4K | 0.21% | +30+1.3% | Added |
| Rockingstone Advisors LLC | 2,335 | $272.4K | 0.12% | +620+36.2% | Added |
| OmniStar Financial Group, Inc. | 2,318 | $272.2K | 0.21% | −12,795−84.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $271.6K | 0.07% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,209 | $271.3K | 0.14% | −372−14.4% | Reduced |
| Pines Wealth Management, LLC | 2,701 | $270.9K | 0.13% | −515−16.0% | Reduced |
| Equitable Trust Co | 2,320 | $270.7K | 0.01% | −287−11.0% | Reduced |
| Intergy Private Wealth, LLC | 2,311 | $269.6K | 0.10% | −117−4.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,300 | $268.3K | 0.13% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 2,299 | $268.2K | 0.12% | +226+10.9% | Added |
| Northern Oak Wealth Management Inc | 2,295 | $267.8K | 0.03% | −1,829−44.4% | Reduced |
| True Link Financial Advisors, LLC | 2,294 | $267.6K | 0.02% | +2,294 | New |
| Means Investment Co., Inc. | 2,290 | $267.2K | 0.03% | −31−1.3% | Reduced |
| Florida Financial Advisors, LLC | 2,289 | $266.6K | 0.11% | +428+23.0% | Added |
| SLT Holdings LLC | 2,284 | $266.5K | 0.25% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,267 | $264.5K | 0.04% | −76−3.2% | Reduced |
| Veracity Capital LLC | 2,266 | $264.4K | 0.10% | −436−16.1% | Reduced |
| Wedge Capital Management L L P | 2,260 | $263.7K | 0.01% | +284+14.4% | Added |
| FDx Advisors, Inc. | 2,247 | $262.0K | 0.09% | −332−12.9% | Reduced |
| Maxele Advisors, LLC | 2,245 | $261.9K | 0.25% | −30−1.3% | Reduced |
| MJP Associates Inc | 2,245 | $261.9K | 0.05% | +23+1.0% | Added |
| Genesis Private Wealth, LLC | 2,234 | $260.6K | 0.14% | −401−15.2% | Reduced |
| Capula Management Ltd | 2,232 | $260.4K | 0.00% | +1,605+256.0% | Added |
| May Hill Capital, LLC | 2,224 | $259.5K | 0.10% | +19+0.9% | Added |
| Hemington Wealth Management | 2,220 | $259.0K | 0.04% | +78+3.6% | Added |
| Luts & Greenleigh Group, Inc | 2,215 | $258.4K | 0.26% | +26+1.2% | Added |
| Jacobsen Capital Management | 2,212 | $258.1K | 0.11% | +90+4.2% | Added |
| Monterey Private Wealth, Inc. | 2,207 | $257.5K | 0.08% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,207 | $257.5K | 0.14% | −8−0.4% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $257.0K | 0.36% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,203 | $257.0K | 0.06% | −68−3.0% | Reduced |
| Alteri Wealth LLC | 2,194 | $256.0K | 0.11% | −231−9.5% | Reduced |
| Mosaic Financial Group, LLC | 2,194 | $256.0K | 0.21% | −358−14.0% | Reduced |
| Sunflower Bank, N.A. | 2,194 | $256.0K | 0.07% | −22−1.0% | Reduced |
| Elyxium Wealth, LLC | 2,187 | $255.2K | 0.11% | +2,187 | New |
| Tradition Wealth Management, LLC | 2,181 | $254.4K | 0.02% | +279+14.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,181 | $254.0K | 0.00% | +1,870+601.3% | Added |
| Wilkinson Global Asset Management LLC | 2,174 | $253.6K | 0.02% | −600−21.6% | Reduced |
| Eagle Strategies LLC | 2,172 | $253.5K | 0.04% | −331−13.2% | Reduced |
| VisionPoint Advisory Group, LLC | 2,172 | $253.4K | 0.09% | +2,172 | New |
| Bouchey Financial Group Ltd | 2,167 | $252.8K | 0.02% | −59−2.7% | Reduced |
| Maripau Wealth Management LLC | 2,166 | $252.7K | 0.15% | +2,166 | New |
| Bangor Savings Bank | 2,165 | $252.6K | 0.02% | −427−16.5% | Reduced |
| Welch Group, LLC | 2,187 | $252.2K | 0.01% | −94−4.1% | Reduced |
| Chicago Trust Co NA | 2,159 | $251.9K | 0.04% | −44−2.0% | Reduced |
| WealthShield Partners, LLC | 2,159 | $251.9K | 0.03% | +2,159 | New |
| Warther Private Wealth, LLC | 2,157 | $251.7K | 0.08% | +42+2.0% | Added |
| Naples Global Advisors, LLC | 2,148 | $250.6K | 0.02% | +414+23.9% | Added |
| Y.D. More Investments Ltd | 2,147 | $250.4K | 0.02% | +213+11.0% | Added |
| Fairscale Capital, LLC | 2,145 | $250.3K | 0.23% | 00.0% | Unchanged |
| Gries Financial LLC | 2,139 | $249.6K | 0.05% | −18,354−89.6% | Reduced |
| Macroview Investment Management LLC | 2,136 | $249.2K | 0.23% | +25+1.2% | Added |
| Peak Planning Group, LLC | 2,135 | $249.1K | 0.10% | 00.0% | Unchanged |
| Everett Harris & Co | 2,134 | $249.0K | 0.00% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,126 | $248.0K | 0.01% | +410+23.9% | Added |
| Capital Advisors, Ltd. LLC | 2,116 | $247.0K | 0.03% | +17+0.8% | Added |
| Virtus ETF Advisers LLC | 2,100 | $245.0K | 0.16% | +2,100 | New |
| BancorpSouth Bank | 2,099 | $245.0K | 0.02% | +163+8.4% | Added |
| Amussen Hunsaker Associates LLC | 2,097 | $244.7K | 0.03% | +5+0.2% | Added |
| Silverlake Wealth Management LLC | 2,093 | $244.2K | 0.09% | +66+3.3% | Added |
| Glen Eagle Advisors, LLC | 2,089 | $243.7K | 0.04% | −11−0.5% | Reduced |
| First Business Financial Services, Inc. | 2,084 | $243.1K | 0.02% | +322+18.3% | Added |
| Vista Wealth Management Group, LLC | 2,083 | $243.0K | 0.02% | +131+6.7% | Added |
| Boyd Watterson Asset Management LLC | 2,080 | $242.6K | 0.08% | −3−0.1% | Reduced |
| Brown Capital Management LLC | 2,069 | $241.4K | 0.01% | −1,121−35.1% | Reduced |
| Investment Partners, Ltd. | 2,067 | $241.1K | 0.10% | +3+0.1% | Added |
| SMART Wealth LLC | 2,062 | $240.6K | 0.09% | +2,062 | New |
| Smallwood Wealth Investment Management, LLC | 2,058 | $240.2K | 0.15% | −10.0% | Reduced |
| North Star Asset Management Inc | 2,057 | $240.0K | 0.01% | −20−1.0% | Reduced |
| Krane Funds Advisors LLC | 2,053 | $239.5K | 0.01% | +185+9.9% | Added |
| Ethos Financial Group, LLC | 1,903 | $239.2K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,050 | $239.2K | 0.09% | 00.0% | Unchanged |
| Family Management Corp | 2,050 | $239.2K | 0.04% | +100+5.1% | Added |
| Guardian Wealth Advisors, LLC | 2,045 | $238.6K | 0.02% | −17−0.8% | Reduced |
| BKM Wealth Management, LLC | 2,037 | $237.7K | 0.10% | −10.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 2,036 | $237.5K | 0.02% | +2,036 | New |
| Leeward Financial Partners, LLC | 2,029 | $236.7K | 0.09% | +2,029 | New |
| Mayfair Advisory Group, LLC | 2,027 | $236.5K | 0.14% | −213−9.5% | Reduced |
| WSFS Capital Management, LLC | 2,018 | $235.5K | 0.01% | +143+7.6% | Added |
| Consolidated Portfolio Review Corp | 2,014 | $235.0K | 0.04% | +2,014 | New |