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; 2,746 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
- 2,104
- +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
- 756 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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| Ethic Inc. | 168,968 | $19.6M | 0.40% | +6,699+4.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 167,350 | $19.5M | 0.20% | −1,943−1.1% | Reduced |
| Lido Advisors, LLC | 167,250 | $19.5M | 0.12% | +91,794+121.7% | Added |
| Erste Asset Management GmbH | 165,145 | $19.4M | 0.25% | −179,708−52.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 165,832 | $19.3M | 0.20% | +5,064+3.1% | Added |
| Mutual of America Capital Management LLC | 165,633 | $19.3M | 0.22% | −5,569−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 164,264 | $19.2M | 0.04% | −35,647−17.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 164,055 | $19.1M | 0.06% | +15,825+10.7% | Added |
| Ossiam | 163,983 | $19.1M | 0.27% | −36,124−18.1% | Reduced |
| MAI Capital Management | 161,388 | $18.8M | 0.14% | −4,396−2.7% | Reduced |
| Sanctuary Advisors, LLC | 160,736 | $18.8M | 0.13% | −4,638−2.8% | Reduced |
| Assetmark, Inc | 160,625 | $18.7M | 0.05% | −26,529−14.2% | Reduced |
| Magellan Asset Management Ltd | 159,723 | $18.6M | 0.23% | +16,475+11.5% | Added |
| Pittenger & Anderson Inc | 159,667 | $18.6M | 0.68% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 159,097 | $18.6M | 0.64% | +6,808+4.5% | Added |
| Fred Alger Management, LLC | 158,324 | $18.5M | 0.11% | +8,991+6.0% | Added |
| Blair William & Co | 157,099 | $18.3M | 0.06% | −413−0.3% | Reduced |
| Brown Advisory Inc | 156,064 | $18.2M | 0.03% | −213−0.1% | Reduced |
| Madison Asset Management, LLC | 155,334 | $18.1M | 0.20% | −11,372−6.8% | Reduced |
| Appleton Partners Inc | 154,738 | $18.1M | 1.40% | +1,698+1.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 154,533 | $18.0M | 0.22% | −34,800−18.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 151,984 | $17.7M | 0.16% | −86,500−36.3% | Reduced |
| CIBC World Markets Corp | 151,930 | $17.7M | 0.14% | −42,550−21.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 151,387 | $17.7M | 0.18% | −40,642−21.2% | Reduced |
| Capital International Inc | 151,212 | $17.6M | 0.21% | −18,216−10.8% | Reduced |
| Nissay Asset Management Corp | 149,236 | $17.4M | 0.11% | +1,243+0.8% | Added |
| Vestor Capital, LLC | 146,187 | $17.1M | 1.40% | +26,042+21.7% | Added |
| Bokf, NA | 145,945 | $17.0M | 0.30% | −1,610−1.1% | Reduced |
| Achmea Investment Management B.V. | 145,633 | $17.0M | 0.25% | +45,414+45.3% | Added |
| Gamco Investors, Inc. Et Al | 145,193 | $16.9M | 0.19% | −5,599−3.7% | Reduced |
| State of Alaska, Department of Revenue | 144,999 | $16.9M | 0.19% | +3,505+2.5% | Added |
| Glenmede Trust Co NA | 144,626 | $16.9M | 0.09% | −4,503−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 144,606 | $16.9M | 0.28% | +8,522+6.3% | Added |
| GWM Advisors LLC | 144,197 | $16.8M | 0.10% | +34,280+31.2% | Added |
| Telos Capital Management, Inc. | 144,046 | $16.8M | 1.83% | −1,205−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 147,477 | $16.7M | 0.07% | +8,267+5.9% | Added |
| Generali Asset Management SPA SGR | 141,335 | $16.5M | 0.41% | −15,753−10.0% | Reduced |
| JustInvest LLC | 140,275 | $16.4M | 0.24% | +8,058+6.1% | Added |
| FineMark National Bank & Trust | 139,985 | $16.3M | 0.60% | −749−0.5% | Reduced |
| Argent Trust Co | 139,305 | $16.3M | 0.67% | +1,363+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 136,225 | $15.9M | 0.06% | +9,416+7.4% | Added |
| Main Street Research LLC | 134,444 | $15.7M | 1.02% | +134,444 | New |
| Dai-Ichi Life Insurance Company, Ltd | 134,420 | $15.7M | 0.46% | +22,673+20.3% | Added |
| Schonfeld Strategic Advisors LLC | 132,661 | $15.5M | 0.10% | +132,199+28,614.5% | Added |
| Northwestern Mutual Wealth Management Co | 131,115 | $15.3M | 0.01% | +4,657+3.7% | Added |
| RMB Capital Management, LLC | 130,800 | $15.3M | 0.38% | −49,533−27.5% | Reduced |
| Panagora Asset Management Inc | 130,244 | $15.2M | 0.08% | +117,537+925.0% | Added |
| Cinctive Capital Management LP | 128,641 | $15.0M | 1.20% | +68,009+112.2% | Added |
| Prudential PLC | 128,189 | $15.0M | 0.08% | −27,748−17.8% | Reduced |
| Wealthfront Advisers LLC | 127,843 | $14.9M | 0.04% | +4,607+3.7% | Added |
| OP Asset Management Ltd | 126,977 | $14.8M | 0.25% | +126,977 | New |
| Oak Harvest Investment Services | 126,881 | $14.8M | 2.07% | +19,051+17.7% | Added |
| Ieq Capital, LLC | 126,809 | $14.8M | 0.12% | +27,998+28.3% | Added |
| Scotia Capital Inc. | 126,618 | $14.8M | 0.08% | +5,876+4.9% | Added |
| PEAK6 LLC | 126,318 | $14.7M | 0.58% | +123,974+5,289.0% | Added |
| Shelton Capital Management | 121,954 | $14.2M | 0.34% | +114,710+1,583.5% | Added |
| Grassi Investment Management | 120,750 | $14.1M | 1.30% | 00.0% | Unchanged |
| Walleye Capital LLC | 120,036 | $14.0M | 0.16% | +103,369+620.2% | Added |
| Exchange Traded Concepts, LLC | 118,972 | $13.9M | 0.25% | +106,917+886.9% | Added |
| Capital Analysts, LLC | 118,081 | $13.8M | 0.51% | +2,726+2.4% | Added |
| Nixon Peabody Trust Co | 117,686 | $13.7M | 1.17% | −198−0.2% | Reduced |
| CWM, LLC | 117,300 | $13.7M | 0.05% | −28,918−19.8% | Reduced |
| Fiduciary Alliance LLC | 115,681 | $13.5M | 1.33% | +18,658+19.2% | Added |
| Janney Capital Management LLC | 114,820 | $13.4M | 0.92% | −6,187−5.1% | Reduced |
| Orbis Allan Gray Ltd | 114,172 | $13.3M | 0.08% | +42,500+59.3% | Added |
| Intech Investment Management LLC | 112,766 | $13.2M | 0.14% | +5,596+5.2% | Added |
| Rakuten Investment Management, Inc. | 112,295 | $13.0M | 0.06% | +112,295 | New |
| Avantax Advisory Services, Inc. | 110,859 | $12.9M | 0.08% | +602+0.5% | Added |
| BTC Capital Management, Inc. | 109,339 | $12.8M | 1.17% | +8,232+8.1% | Added |
| Pacer Advisors, Inc. | 108,185 | $12.6M | 0.03% | −24,326−18.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 108,132 | $12.5M | 0.02% | −12,068−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 106,791 | $12.5M | 0.06% | +4,600+4.5% | Added |
| Level Four Advisory Services, LLC | 106,391 | $12.4M | 0.51% | −6,979−6.2% | Reduced |
| Oregon Public Employees Retirement Fund | 106,335 | $12.4M | 0.24% | −400.0% | Reduced |
| Kestra Advisory Services, LLC | 105,820 | $12.3M | 0.06% | +628+0.6% | Added |
| Woodline Partners LP | 104,541 | $12.2M | 0.08% | +30,044+40.3% | Added |
| Lyell Wealth Management, LP | 103,371 | $12.1M | 1.13% | +7,071+7.3% | Added |
| Atria Investments LLC | 102,745 | $12.0M | 0.15% | −2,550−2.4% | Reduced |
| New Republic Capital, LLC | 102,392 | $11.9M | 5.18% | +160.0% | Added |
| Liontrust Investment Partners LLP | 101,580 | $11.9M | 0.19% | +27,525+37.2% | Added |
| Socorro Asset Management LP | 100,910 | $11.8M | 4.06% | +23,881+31.0% | Added |
| Stonegate Investment Group, LLC | 100,601 | $11.7M | 0.31% | +1,188+1.2% | Added |
| Illinois Municipal Retirement Fund | 99,229 | $11.6M | 0.17% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 99,159 | $11.6M | 0.23% | +60,138+154.1% | Added |
| Mizuho Securities USA LLC | 99,078 | $11.6M | 0.25% | −18,493−15.7% | Reduced |
| Haverford Trust Co | 98,661 | $11.5M | 0.12% | +69,357+236.7% | Added |
| Greystone Financial Group, LLC | 97,864 | $11.4M | 2.07% | −2,042−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,110 | $11.3M | 0.04% | −23,795−19.7% | Reduced |
| Los Angeles Capital Management LLC | 96,467 | $11.3M | 0.05% | −152,403−61.2% | Reduced |
| Avanza Fonder AB | 93,920 | $11.2M | 0.37% | +448+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 95,878 | $11.2M | 0.73% | +5,712+6.3% | Added |
| Viking Fund Management LLC | 95,000 | $11.1M | 1.60% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 94,846 | $11.1M | 0.10% | +23,481+32.9% | Added |
| Financial Counselors Inc | 93,965 | $11.0M | 0.17% | +13,977+17.5% | Added |
| Howe & Rusling Inc | 93,001 | $10.9M | 0.91% | −482−0.5% | Reduced |
| Kinneret Advisory, LLC | 92,300 | $10.8M | 1.09% | −311−0.3% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $10.7M | 0.94% | 00.0% | Unchanged |
| Baxter Bros Inc | 89,995 | $10.5M | 1.38% | +10,146+12.7% | Added |
| Lowe Brockenbrough & Co Inc | 89,626 | $10.5M | 0.69% | +1,234+1.4% | Added |
| Earnest Partners LLC | 89,514 | $10.4M | 0.05% | −227−0.3% | Reduced |