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 |
|---|---|---|---|---|---|
| Bordeaux Wealth Advisors LLC | 2,014 | $235.0K | 0.04% | −105−5.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,004 | $233.8K | 0.12% | −168−7.7% | Reduced |
| Investment Partners Asset Management, Inc. | 2,000 | $233.3K | 0.18% | −13−0.6% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $233.3K | 0.17% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,000 | $233.3K | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,996 | $233.0K | 0.01% | −301−13.1% | Reduced |
| Koss-Olinger Consulting, LLC | 1,997 | $233.0K | 0.02% | +1,997 | New |
| Modern Wealth Management, LLC | 1,994 | $232.7K | 0.01% | +163+8.9% | Added |
| Alexis Investment Partners, LLC | 1,994 | $232.6K | 0.11% | −1,222−38.0% | Reduced |
| Osborne Partners Capital Management, LLC | 1,990 | $232.2K | 0.01% | 00.0% | Unchanged |
| King Wealth | 1,990 | $232.0K | 0.04% | +219+12.4% | Added |
| Capital Square, LLC | 1,986 | $231.7K | 0.14% | −110−5.2% | Reduced |
| TruWealth Advisors, LLC | 1,986 | $231.7K | 0.01% | +2+0.1% | Added |
| Birch Hill Investment Advisors LLC | 1,971 | $230.0K | 0.01% | −100−4.8% | Reduced |
| Mirador Capital Partners LP | 1,970 | $229.8K | 0.04% | +53+2.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $229.7K | 0.03% | −15−0.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,961 | $228.8K | 0.04% | +10+0.5% | Added |
| Caliber Wealth Management, LLC | 1,955 | $228.1K | 0.03% | +1,955 | New |
| Norway Savings Bank | 1,953 | $227.9K | 0.13% | −65−3.2% | Reduced |
| Nichols & Pratt Advisers LLP | 1,945 | $226.9K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,944 | $226.8K | 0.07% | +242+14.2% | Added |
| STAR Financial Bank | 1,938 | $226.1K | 0.17% | −175−8.3% | Reduced |
| Clayton Financial Group LLC | 1,937 | $226.0K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,935 | $225.0K | 0.04% | +196+11.3% | Added |
| Kanawha Capital Management LLC | 1,926 | $224.7K | 0.02% | +12+0.6% | Added |
| Binnacle Investments Inc | 1,921 | $224.1K | 0.16% | +1,921 | New |
| United Community Bank | 1,914 | $223.3K | 0.08% | +85+4.6% | Added |
| Running Point Capital Advisors, LLC | 1,914 | $223.3K | 0.07% | +101+5.6% | Added |
| Ssi Investment Management LLC | 1,912 | $223.1K | 0.02% | −1−0.1% | Reduced |
| Davis Investment Partners, LLC | 2,040 | $222.6K | 0.10% | +391+23.7% | Added |
| Integrated Investment Consultants, LLC | 1,897 | $221.3K | 0.04% | +32+1.7% | Added |
| Wealth Management Associates, Inc. | 1,894 | $221.0K | 0.09% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,888 | $220.3K | 0.02% | +1,888 | New |
| GM Advisory Group, Inc. | 1,885 | $219.9K | 0.01% | +125+7.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,878 | $219.0K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,875 | $218.8K | 0.01% | −442−19.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,874 | $218.6K | 0.03% | +152+8.8% | Added |
| LJI Wealth Management, LLC | 1,871 | $218.3K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,871 | $218.3K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,867 | $217.8K | 0.03% | +65+3.6% | Added |
| Bingham Private Wealth, LLC | 1,867 | $217.8K | 0.23% | +106+6.0% | Added |
| GHP Investment Advisors, Inc. | 1,866 | $217.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,863 | $217.4K | 0.05% | −97−4.9% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $216.5K | 0.09% | 00.0% | Unchanged |
| Headinvest, LLC | 1,854 | $216.3K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,850 | $215.8K | 0.10% | +12+0.7% | Added |
| Brucke Financial, Inc. | 1,869 | $215.7K | 0.19% | +220+13.3% | Added |
| Athena Investment Management | 1,845 | $215.3K | 0.13% | −19−1.0% | Reduced |
| Canvas Wealth Advisors, LLC | 1,949 | $215.1K | 0.06% | +48+2.5% | Added |
| Armstrong Advisory Group, Inc | 1,709 | $214.9K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,834 | $214.0K | 0.02% | +2+0.1% | Added |
| Sabal Trust CO | 1,833 | $213.9K | 0.01% | +144+8.5% | Added |
| ARS Investment Partners, LLC | 1,700 | $213.7K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,824 | $212.8K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Group | 1,822 | $212.6K | 0.03% | −3,093−62.9% | Reduced |
| Goldstein Advisors, LLC | 1,816 | $211.9K | 0.03% | −153−7.8% | Reduced |
| Abel Hall, LLC | 1,813 | $211.5K | 0.13% | +1,813 | New |
| Private Advisory Group LLC | 1,811 | $211.3K | 0.02% | +1,811 | New |
| Manhattan West Asset Management, LLC | 1,807 | $210.8K | 0.05% | +1,807 | New |
| Accurate Wealth Management, LLC | 1,924 | $210.6K | 0.04% | +1,924 | New |
| Riggs Asset Managment Co. Inc. | 1,805 | $210.6K | 0.06% | +50+2.8% | Added |
| Reik & Co., LLC | 1,800 | $210.0K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $210.0K | 0.07% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $210.0K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,789 | $208.7K | 0.08% | 00.0% | Unchanged |
| JB Capital LLC | 1,787 | $208.6K | 0.01% | +16+0.9% | Added |
| R Squared Ltd | 1,787 | $208.5K | 0.22% | +1,227+219.1% | Added |
| Fragasso Group Inc. | 1,786 | $208.4K | 0.02% | +1,786 | New |
| Manske Wealth Management | 1,784 | $208.2K | 0.08% | +1,784 | New |
| Centurion Wealth Management LLC | 1,653 | $207.9K | 0.07% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,781 | $207.8K | 0.04% | −77−4.1% | Reduced |
| Johnson Financial Group, Inc. | 1,776 | $207.2K | 0.01% | −142−7.4% | Reduced |
| Acorn Creek Capital LLC | 1,772 | $206.8K | 0.10% | −27−1.5% | Reduced |
| WealthTrust Axiom LLC | 1,770 | $206.5K | 0.06% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,769 | $206.4K | 0.02% | +2+0.1% | Added |
| Tyche Wealth Partners LLC | 1,768 | $206.2K | 0.04% | −1−0.1% | Reduced |
| CM Wealth Advisors LLC | 1,766 | $206.0K | 0.07% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,764 | $205.8K | 0.01% | +1,764 | New |
| Northwest Quadrant Wealth Management, LLC | 1,755 | $204.8K | 0.05% | −127−6.7% | Reduced |
| Cozad Asset Management Inc | 1,755 | $204.8K | 0.02% | −70−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 1,755 | $204.8K | 0.03% | +97+5.9% | Added |
| Massachusetts Wealth Management | 1,752 | $204.4K | 0.14% | +150+9.4% | Added |
| Godsey & Gibb Associates | 1,750 | $204.2K | 0.02% | 00.0% | Unchanged |
| NBW Capital LLC | 1,748 | $203.9K | 0.05% | −206−10.5% | Reduced |
| Family Firm, Inc. | 1,747 | $203.8K | 0.05% | −272−13.5% | Reduced |
| Lewis Asset Management, LLC | 1,744 | $203.4K | 0.17% | −19−1.1% | Reduced |
| Simplicity Wealth,LLC | 1,740 | $203.1K | 0.02% | +1,740 | New |
| Grunden Financial Advisory, Inc. | 1,740 | $203.0K | 0.10% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 1,739 | $202.9K | 0.16% | −652−27.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,739 | $202.9K | 0.08% | −238−12.0% | Reduced |
| Bank Ozk | 1,736 | $202.5K | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,736 | $202.5K | 0.03% | +1,736 | New |
| Lifestyle Asset Management, Inc. | 1,735 | $202.4K | 0.11% | +5+0.3% | Added |
| Granite Harbor Advisors, Inc. | 1,735 | $202.4K | 0.11% | +1,735 | New |
| Maltin Wealth Management, Inc. | 1,734 | $202.3K | 0.09% | −51−2.9% | Reduced |
| Secure Asset Management, LLC | 1,733 | $202.2K | 0.04% | +1,733 | New |
| Rise Advisors, LLC | 1,730 | $201.9K | 0.09% | −14−0.8% | Reduced |
| Precedent Wealth Partners, LLC | 1,729 | $201.7K | 0.06% | −124−6.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,722 | $200.9K | 0.04% | −23−1.3% | Reduced |
| Titleist Asset Management, LLC | 1,721 | $200.8K | 0.02% | −511−22.9% | Reduced |