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 |
|---|---|---|---|---|---|
| Horrell Capital Management, Inc. | 583 | $68.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 576 | $67.2K | 0.02% | −95−14.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 575 | $67.1K | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 544 | $66.7K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $66.3K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 564 | $66.0K | 0.00% | −298−34.6% | Reduced |
| Richardson Financial Services Inc. | 564 | $65.8K | 0.05% | +99+21.3% | Added |
| BFSG, LLC | 560 | $65.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 548 | $63.9K | 0.06% | +41+8.1% | Added |
| Hantz Financial Services, Inc. | 540 | $63.0K | 0.00% | +540 | New |
| Creative Financial Designs Inc | 534 | $62.3K | 0.00% | +78+17.1% | Added |
| Quarry LP | 532 | $62.1K | 0.02% | +243+84.1% | Added |
| Aviso Financial Inc. | 500 | $58.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 489 | $57.1K | 0.01% | +489 | New |
| Salomon & Ludwin, LLC | 475 | $55.4K | 0.01% | +400+533.3% | Added |
| Saudi Central Bank | 475 | $55.4K | 0.29% | +475 | New |
| Prestige Wealth Management Group LLC | 470 | $54.8K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 470 | $54.8K | 0.05% | 00.0% | Unchanged |
| Eukles Asset Management | 466 | $54.4K | 0.02% | −232−33.2% | Reduced |
| WPG Advisers, LLC | 455 | $53.1K | 0.05% | −80−15.0% | Reduced |
| FSA Wealth Management LLC | 450 | $52.5K | 0.02% | +1+0.2% | Added |
| Provenance Wealth Advisors, LLC | 443 | $51.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 437 | $51.0K | 0.00% | +392+871.1% | Added |
| Sittner & Nelson, LLC | 433 | $50.5K | 0.02% | −77−15.1% | Reduced |
| Roxbury Financial LLC | 368 | $48.9K | 0.05% | +3+0.8% | Added |
| Twin Lakes Capital Management, LLC | 408 | $47.6K | 0.03% | −312−43.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 396 | $46.2K | 0.01% | +3+0.8% | Added |
| Flagship Wealth Advisors, LLC | 396 | $46.2K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 388 | $45.3K | 0.01% | +388 | New |
| Coastal Investment Advisors, Inc. | 377 | $44.0K | 0.02% | −29−7.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 377 | $44.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 367 | $42.8K | 0.01% | +337+1,123.3% | Added |
| North Capital, Inc. | 365 | $42.6K | 0.04% | +365 | New |
| Essex Investment Management Co LLC | 363 | $42.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 360 | $42.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 356 | $41.5K | 0.05% | +75+26.7% | Added |
| Cornerstone Planning Group LLC | 368 | $41.3K | 0.01% | +239+185.3% | Added |
| Park Square Financial Group, LLC | 353 | $41.1K | 0.03% | −10−2.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 338 | $39.5K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 333 | $38.9K | 0.00% | −686−67.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 330 | $38.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 329 | $38.4K | 0.01% | −966−74.6% | Reduced |
| Laurel Wealth Advisors LLC | 323 | $37.7K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 317 | $37.0K | 0.02% | −51−13.9% | Reduced |
| Main Street Group, LTD | 307 | $35.7K | 0.01% | +68+28.5% | Added |
| Transce3nd, LLC | 302 | $35.2K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $35.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 302 | $35.0K | 0.01% | +128+73.6% | Added |
| UMA Financial Services, Inc. | 297 | $34.7K | 0.01% | +4+1.4% | Added |
| Ancora Advisors, LLC | 297 | $34.7K | 0.00% | +33+12.5% | Added |
| Stonebridge Financial Group, LLC | 291 | $34.0K | 0.00% | +10+3.6% | Added |
| Miller Wealth Advisors, LLC | 285 | $33.3K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 284 | $33.1K | 0.02% | −25−8.1% | Reduced |
| Medallion Wealth Advisors, LLC | 285 | $33.0K | 0.01% | +2+0.7% | Added |
| Wood Tarver Financial Group, LLC | 275 | $32.1K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 273 | $31.9K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 266 | $31.0K | 0.01% | +84+46.2% | Added |
| Bank & Trust Co | 265 | $30.9K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 264 | $30.8K | 0.02% | +88+50.0% | Added |
| Solstein Capital, LLC | 256 | $29.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 255 | $29.8K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 254 | $29.6K | 0.00% | +254 | New |
| Davis Capital Management | 246 | $28.7K | 0.02% | −22−8.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 227 | $28.6K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 232 | $27.1K | 0.01% | +232 | New |
| Banque Transatlantique SA | 230 | $26.8K | 0.00% | −500−68.5% | Reduced |
| Ruedi Wealth Management, Inc. | 221 | $25.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 219 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $25.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 211 | $24.6K | 0.00% | +111+111.0% | Added |
| Bayforest Capital Ltd | 206 | $24.0K | 0.01% | +206 | New |
| Opal Wealth Advisors, LLC | 202 | $23.6K | 0.01% | +202 | New |
| Estabrook Capital Management | 200 | $23.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $23.3K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 199 | $23.2K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 203 | $23.0K | 0.02% | +203 | New |
| Kathleen S. Wright Associates Inc. | 192 | $22.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 190 | $22.2K | 0.01% | +78+69.6% | Added |
| Archer Investment Corp | 190 | $22.1K | 0.01% | +1+0.5% | Added |
| Noble Wealth Management PBC | 189 | $22.1K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 185 | $21.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 183 | $21.4K | 0.00% | +17+10.2% | Added |
| Broadwater Capital Management LLC | 183 | $21.4K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 179 | $20.9K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 178 | $20.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 176 | $20.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 176 | $20.5K | 0.01% | +76+76.0% | Added |
| Highline Wealth Partners LLC | 175 | $20.5K | 0.01% | +42+31.6% | Added |
| Red Tortoise LLC | 174 | $20.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 172 | $20.1K | 0.02% | −56−24.6% | Reduced |
| Abound Wealth Management | 159 | $18.5K | 0.01% | −34−17.6% | Reduced |
| Morton Brown Family Wealth, LLC | 155 | $18.1K | 0.01% | +37+31.4% | Added |
| First PREMIER Bank | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $18.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $17.5K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 149 | $17.4K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 146 | $17.0K | 0.02% | +1+0.7% | Added |
| Avion Wealth | 141 | $17.0K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 143 | $16.7K | 0.02% | 00.0% | Unchanged |