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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 1,720 | $200.7K | 0.05% | −196−10.2% | Reduced |
| Allium Financial Advisors, LLC | 1,718 | $200.4K | 0.18% | +1,718 | New |
| Weatherly Asset Management L. P. | 1,715 | $200.1K | 0.02% | −84−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,597 | $187.0K | 0.08% | +201+14.4% | Added |
| Game Plan Financial Advisors, LLC | 1,600 | $186.7K | 0.09% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,594 | $186.0K | 0.09% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,586 | $185.0K | 0.00% | −154,993−99.0% | Reduced |
| Piscataqua Savings Bank | 1,574 | $183.6K | 0.16% | +80+5.4% | Added |
| TFC Financial Management | 1,553 | $181.2K | 0.03% | +1,209+351.5% | Added |
| Bruce G. Allen Investments, LLC | 1,539 | $179.6K | 0.14% | −161−9.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,533 | $178.9K | 0.05% | +30+2.0% | Added |
| Private Wealth Asset Management, LLC | 1,528 | $178.2K | 0.03% | +1,528 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $175.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,443 | $168.4K | 0.03% | +488+51.1% | Added |
| eCIO, Inc. | 1,438 | $167.8K | 0.06% | +1,438 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $167.4K | 0.06% | +350+32.3% | Added |
| Resources Management Corp | 1,415 | $165.0K | 0.02% | +200+16.5% | Added |
| Indiana Trust & Investment Management CO | 1,394 | $162.6K | 0.06% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,383 | $161.4K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,357 | $158.3K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,334 | $155.6K | 0.06% | +39+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,334 | $155.6K | 0.02% | +121+10.0% | Added |
| Howard Capital Management Group, LLC | 1,316 | $153.5K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,260 | $147.0K | 0.02% | +1,260 | New |
| Silver Oak Securities, Inc | 1,240 | $143.0K | 0.01% | +2+0.2% | Added |
| Royal Fund Management, LLC | 1,211 | $141.3K | 0.02% | −103−7.8% | Reduced |
| West Paces Advisors Inc. | 1,210 | $141.2K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,203 | $140.4K | 0.05% | +203+20.3% | Added |
| Compass Wealth Management LLC | 1,184 | $138.1K | 0.04% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,162 | $135.6K | 0.13% | −8−0.7% | Reduced |
| Bogart Wealth, LLC | 1,162 | $135.5K | 0.01% | +54+4.9% | Added |
| Paladin Advisory Group, LLC | 1,156 | $134.9K | 0.11% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,134 | $132.3K | 0.07% | −1,450−56.1% | Reduced |
| Sound Income Strategies, LLC | 1,116 | $130.2K | 0.01% | +43+4.0% | Added |
| Whipplewood Advisors, LLC | 282,043 | $130.0K | 0.08% | +280,889+24,340.5% | Added |
| General Partner, Inc. | 1,107 | $129.2K | 0.08% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,083 | $126.4K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,081 | $126.1K | 0.00% | +195+22.0% | Added |
| Atlantic Trust, LLC | 1,078 | $125.8K | 0.03% | −122−10.2% | Reduced |
| Chesapeake Asset Management LLC | 1,069 | $124.7K | 0.12% | +201+23.2% | Added |
| Thompson Investment Management, Inc. | 1,069 | $124.7K | 0.02% | +2+0.2% | Added |
| PSI Advisors, LLC | 1,068 | $124.6K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,067 | $124.5K | 0.03% | +9+0.9% | Added |
| Creekmur Asset Management LLC | 1,027 | $119.8K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,020 | $119.1K | 0.02% | +1+0.1% | Added |
| Accredited Wealth Management, LLC | 1,014 | $118.3K | 0.10% | 00.0% | Unchanged |
| 1248 Management, LLC | 1,009 | $117.7K | 0.05% | +1,009 | New |
| Dakota Community Bank & Trust NA | 1,006 | $117.4K | 0.57% | +45+4.7% | Added |
| Monetary Management Group Inc | 1,000 | $116.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $116.7K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $116.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $116.7K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,007 | $116.1K | 0.02% | +824+450.3% | Added |
| Beutel, Goodman & Co Ltd. | 1,000 | $116.0K | 0.00% | +1,000 | New |
| Caldwell Sutter Capital, Inc. | 975 | $113.8K | 0.05% | −69−6.6% | Reduced |
| HHM Wealth Advisors, LLC | 966 | $112.7K | 0.02% | +179+22.7% | Added |
| TSFG, LLC | 948 | $111.0K | 0.02% | +357+60.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 944 | $110.1K | 0.07% | +396+72.3% | Added |
| First Financial Corp | 925 | $107.9K | 0.05% | −254−21.5% | Reduced |
| Gleason Group, Inc. | 925 | $107.9K | 0.02% | +6+0.7% | Added |
| MV Capital Management, Inc. | 922 | $107.6K | 0.01% | +3+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 917 | $107.1K | 0.04% | +145+18.8% | Added |
| Hartford Financial Management Inc. | 915 | $106.8K | 0.02% | +46+5.3% | Added |
| Covestor Ltd | 905 | $106.0K | 0.07% | −204−18.4% | Reduced |
| Hollencrest Capital Management | 891 | $104.0K | 0.00% | +2+0.2% | Added |
| Financial Life Planners | 887 | $103.5K | 0.10% | +5+0.6% | Added |
| J.Safra Asset Management Corp | 870 | $101.5K | 0.01% | −110−11.2% | Reduced |
| Washington Trust Advisors, Inc. | 855 | $99.8K | 0.01% | −43−4.8% | Reduced |
| Atticus Wealth Management, LLC | 850 | $99.2K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 849 | $99.1K | 0.02% | −8−0.9% | Reduced |
| Riverview Trust Co | 841 | $98.1K | 0.10% | −21−2.4% | Reduced |
| Curio Wealth, LLC | 2 | $97.7K | 0.05% | −248−99.2% | Reduced |
| ORG Wealth Partners, LLC | 833 | $96.4K | 0.03% | +803+2,676.7% | Added |
| Hanson & Doremus Investment Management | 811 | $95.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 805 | $93.9K | 0.03% | +314+64.0% | Added |
| Rocky Mountain Advisers, LLC | 801 | $93.4K | 0.03% | +5+0.6% | Added |
| Optimum Investment Advisors | 800 | $93.3K | 0.04% | −500−38.5% | Reduced |
| Park Circle Co | 800 | $93.3K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 792 | $92.4K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 780 | $91.0K | 0.03% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 779 | $90.9K | 0.02% | +56+7.7% | Added |
| Trust Co | 755 | $88.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 761 | $88.0K | 0.03% | +214+39.1% | Added |
| Plante Moran Financial Advisors, LLC | 753 | $87.9K | 0.01% | +128+20.5% | Added |
| Cooksen Wealth, LLC | 903 | $85.0K | 0.09% | +903 | New |
| Gen-Wealth Partners Inc | 720 | $84.0K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 718 | $83.8K | 0.07% | +208+40.8% | Added |
| Wellington Shields & Co., LLC | 711 | $83.0K | 0.03% | +302+73.8% | Added |
| Nalls Sherbakoff Group, LLC | 702 | $81.9K | 0.07% | +702 | New |
| Wayfinding Financial, LLC | 684 | $79.0K | 0.03% | +684 | New |
| JFS Wealth Advisors, LLC | 677 | $79.0K | 0.01% | −1−0.1% | Reduced |
| Kozak & Associates, Inc. | 717 | $78.3K | 0.02% | +4+0.6% | Added |
| Hager Investment Management Services, LLC | 661 | $77.1K | 0.05% | −9−1.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $76.2K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 649 | $75.7K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 641 | $74.8K | 0.01% | +331+106.8% | Added |
| Osterweis Capital Management Inc | 602 | $70.2K | 0.00% | +15+2.6% | Added |
| Bell Investment Advisors, Inc | 601 | $70.1K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 574 | $68.3K | 0.00% | +574 | New |
| Runnymede Capital Advisors, Inc. | 585 | $68.3K | 0.07% | 00.0% | Unchanged |