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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.

Institutional holdersQ1 2025: 2,103 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2025: $159.1B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2024.

Institutions holding MS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Penserra Capital Management LLC135$15.0K0.00%−3,142−95.9%Reduced
Stephens Consulting, LLC125$14.6K0.00%−49−28.2%Reduced
Vision Financial Markets LLC124$14.5K0.02%00.0%Unchanged
Raffa Wealth Management, LLC123$14.3K0.00%−5−3.9%Reduced
Dogwood Wealth Management LLC123$14.3K0.01%+8+7.0%Added
Old Point Trust & Financial Services N A119$13.9K0.00%00.0%Unchanged
Kentucky Trust Co119$13.9K0.01%00.0%Unchanged
Financial Avengers, Inc.117$13.7K0.01%00.0%Unchanged
Dunhill Financial, LLC116$13.5K0.01%−71−38.0%Reduced
High Note Wealth, LLC115$13.4K0.00%00.0%Unchanged
Nordwand Advisors, LLC113$13.2K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.112$13.1K0.01%+112New
First Pacific Financial111$13.0K0.00%+111New
Frazier Financial Advisors, LLC109$12.7K0.01%00.0%Unchanged
Valued Wealth Advisors LLC109$12.7K0.01%+4+3.8%Added
Gables Capital Management Inc.103$12.0K0.01%00.0%Unchanged
NCP Inc.101$11.8K0.02%00.0%Unchanged
Fourth Dimension Wealth, LLC100$11.7K0.01%+35+53.8%Added
Mascoma Wealth Management LLC100$11.7K0.00%+100New
Darwin Advisors, LLC90$11.3K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC96$11.2K0.01%−400−80.6%Reduced
Halbert Hargrove Global Advisors, LLC95$11.1K0.00%+24+33.8%Added
Kestra Investment Management, LLC94$11.0K0.00%−647−87.3%Reduced
Birchbrook, Inc.94$11.0K0.01%+1+1.1%Added
LRI Investments, LLC93$10.9K0.00%00.0%Unchanged
Rossby Financial, LCC93$10.8K0.00%+93New
Putney Financial Group LLC90$10.5K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.89$10.4K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.86$10.0K0.00%00.0%Unchanged
Centricity Wealth Management, LLC86$10.0K0.01%00.0%Unchanged
Atwood & Palmer Inc85$9.92K0.00%00.0%Unchanged
WealthTrak Capital Management LLC79$9.22K0.01%+6+8.2%Added
Ameriflex Group, Inc.75$8.75K0.00%+54+257.1%Added
First Community Trust NA73$8.52K0.01%00.0%Unchanged
Creative Capital Management Investments LLC72$8.40K0.00%00.0%Unchanged
Clark Wealth Partners72$8.40K0.01%00.0%Unchanged
Arcadia Investment Management Corp70$8.17K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$8.17K0.00%+70New
REAP Financial Group, LLC69$8.05K0.00%+68+6,800.0%Added
Hughes Financial Services, LLC67$7.75K0.00%+67New
Principia Wealth Advisory, LLC67$7.48K0.01%+34+103.0%Added
Richard W. Paul & Associates, LLC62$7.23K0.00%−20−24.4%Reduced
Anfield Capital Management, LLC62$7.23K0.00%00.0%Unchanged
Synergy Investment Management, LLC62$7.23K0.00%00.0%Unchanged
Front Row Advisors LLC60$7.00K0.00%00.0%Unchanged
Graybill Bartz & Assoc Ltd60$7.00K0.00%+60New
DAGCO, Inc.60$7.00K0.00%+60New
Carolina Wealth Advisors, LLC58$6.77K0.00%00.0%Unchanged
SJS Investment Consulting Inc.56$6.53K0.00%00.0%Unchanged
Your Advocates Ltd., LLP56$6.53K0.00%00.0%Unchanged
Holos Integrated Wealth LLC56$6.53K0.00%00.0%Unchanged
Perritt Capital Management Inc56$6.53K0.00%+56New
American Capital Advisory, LLC53$6.18K0.00%+53New
Financial Perspectives, Inc51$5.99K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$5.95K0.00%−100−66.2%Reduced
Westend Capital Management, LLC47$5.48K0.00%00.0%Unchanged
Tidemark, LLC47$5.48K0.00%00.0%Unchanged
JNBA Financial Advisors44$5.13K0.00%−68−60.7%Reduced
Winnow Wealth LLC42$4.88K0.00%+14+50.0%Added
New Millennium Group LLC41$4.78K0.00%+12+41.4%Added
Parvin Asset Management, LLC39$4.55K0.01%+39New
Evermay Wealth Management LLC37$4.32K0.00%00.0%Unchanged
Global Wealth Strategies & Associates37$4.32K0.00%00.0%Unchanged
WestEnd Advisors, LLC37$4.32K0.00%+12+48.0%Added
Greenline Partners, LLC37$4.32K0.00%+37New
Bernard Wealth Management Corp.36$4.20K0.00%+36New
Costello Asset Management, INC36$4.20K0.00%+36New
McIlrath & Eck, LLC35$4.08K0.00%00.0%Unchanged
PayPay Securities Corp31$3.62K0.21%−10−24.4%Reduced
PFG Private Wealth Management, LLC28$3.27K0.00%+28New
Rialto Wealth Management, LLC28$3.27K0.00%+28New
Contravisory Investment Management, Inc.27$3.15K0.00%+27New
Acima Private Wealth, LLC26$3.03K0.00%00.0%Unchanged
Princeton Global Asset Management LLC24$2.80K0.00%00.0%Unchanged
Kings Path Partners LLC22$2.57K0.00%00.0%Unchanged
POM Investment Strategies, LLC21$2.45K0.00%00.0%Unchanged
Studio Investment Management LLC20$2.33K0.00%+20New
Investment Research & Advisory Group, Inc.18$2.10K0.00%+18New
GoalVest Advisory LLC18$2.10K0.00%+18New
Horizons Wealth Management17$1.98K0.00%00.0%Unchanged
Arlington Trust Co LLC17$1.98K0.00%00.0%Unchanged
Hara Capital LLC17$1.98K0.00%+17New
Cape Investment Advisory, Inc.16$1.87K0.00%−4−20.0%Reduced
Nemes Rush Group LLC16$1.87K0.00%00.0%Unchanged
Kessler Investment Group, LLC15$1.75K0.00%00.0%Unchanged
Clean Yield Group14$1.63K0.00%−21−60.0%Reduced
Bay Harbor Wealth Management, LLC14$1.63K0.00%+14New
Nova Wealth Management, Inc.14$1.63K0.00%+14New
TD Capital Management LLC13$1.53K0.00%+13New
Perkins Coie Trust Co12$1.40K0.00%+12New
Puff Wealth Management, LLC11$1.29K0.00%+11New
Parkworth Wealth Management, Inc.11$1.28K0.00%00.0%Unchanged
JDM Financial Group LLC10$1.17K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$1.10K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC9$1.06K0.00%−1−10.0%Reduced
State of Wyoming8$9330.00%+1+14.3%Added
HFM Investment Advisors, LLC6$7010.00%+6New
Bear Mountain Capital, Inc.5$6020.00%+5New
CGC Financial Services, LLC5$5830.00%00.0%Unchanged
Legacy Wealth Managment, LLC4$4670.00%00.0%Unchanged