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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $117 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $117 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 4,916 | – | – | +4,006+440.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,405,016−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −1,050,000−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −810,432−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −442,733−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −330,630−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −215,269−100.0% | Sold out |
| Grand Jean Capital Management Inc | 0 | $0 | 0.00% | −168,582−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −140,961−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −129,569−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −112,096−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −79,464−100.0% | Sold out |
| General Pension Society PZU Joint Stock Co | 0 | $0 | 0.00% | −77,869−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −55,120−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −53,364−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −51,001−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −49,518−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −39,921−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −35,419−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −35,362−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −31,643−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,516−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,580−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,794−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −19,954−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −16,333−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Altrafin AG | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,598−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −12,410−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Helios Capital Management Pte. Ltd | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| Donald L. Hagan, LLC | 0 | $0 | 0.00% | −9,693−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −9,482−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −8,321−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −8,194−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −7,383−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −6,751−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,073−100.0% | Sold out |
| Yardley Wealth Management LLC | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,812−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −4,273−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| Coastwise Capital Group, LLC | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Breakthru Advisory Services, LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Invenio Wealth Partners LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Paulson Wealth Management Inc. | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Hall Capital Management Co Inc | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Westmount Partners, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Wealth Group, Ltd. | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| NTV Asset Management LLC | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |