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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 89,241 | $10.4M | 0.11% | −318−0.4% | Reduced |
| Cornerstone Advisors, LLC | 88,800 | $10.4M | 0.45% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 88,787 | $10.4M | 0.11% | +6,843+8.4% | Added |
| Flputnam Investment Management Co | 88,629 | $10.3M | 0.19% | +12,504+16.4% | Added |
| Intact Investment Management Inc. | 88,500 | $10.3M | 0.35% | +600+0.7% | Added |
| Allianz SE | 87,997 | $10.3M | 0.27% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 87,592 | $10.2M | 0.09% | +79,040+924.2% | Added |
| La Banque Postale Asset Management SA | 86,682 | $10.1M | 0.16% | −3,199−3.6% | Reduced |
| PGGM Investments | 86,640 | $10.1M | 0.14% | +31,614+57.5% | Added |
| Brinker Capital Investments, LLC | 86,418 | $10.1M | 0.10% | −2,079−2.3% | Reduced |
| Orion Portfolio Solutions, LLC | 86,418 | $10.1M | 0.10% | −2,079−2.3% | Reduced |
| F/M Investments LLC | 86,270 | $10.1M | 0.40% | −5,803−6.3% | Reduced |
| Advisors Asset Management, Inc. | 83,728 | $9.77M | 0.18% | +12,376+17.3% | Added |
| Banque Cantonale Vaudoise | 83,419 | $9.73M | 0.43% | +83,419 | New |
| Oppenheimer & Co Inc | 83,393 | $9.73M | 0.15% | −36,150−30.2% | Reduced |
| DuPont Capital Management Corp | 83,219 | $9.71M | 1.08% | −15,522−15.7% | Reduced |
| LMCG Investments, LLC | 81,858 | $9.55M | 0.63% | +1,068+1.3% | Added |
| Hartline Investment Corp | 81,614 | $9.52M | 1.27% | +14,148+21.0% | Added |
| NEOS Investment Management LLC | 81,557 | $9.52M | 0.18% | +4,166+5.4% | Added |
| Guggenheim Capital LLC | 80,989 | $9.45M | 0.09% | −37,332−31.6% | Reduced |
| Massmutual Trust Co FSB | 80,521 | $9.39M | 0.27% | +897+1.1% | Added |
| Balyasny Asset Management LLC | 80,464 | $9.39M | 0.02% | −158,812−66.4% | Reduced |
| McGuire Investment Group, LLC | 80,120 | $9.35M | 1.39% | +103+0.1% | Added |
| Empowered Funds, LLC | 79,734 | $9.30M | 0.13% | +2,578+3.3% | Added |
| Eagle Capital Management LLC | 79,588 | $9.29M | 0.03% | −9,850−11.0% | Reduced |
| German American Bancorp, Inc. | 79,233 | $9.24M | 0.99% | +633+0.8% | Added |
| Greenwood Capital Associates LLC | 79,111 | $9.23M | 1.24% | +7,008+9.7% | Added |
| Jane Street Group, LLC | 78,856 | $9.20M | 0.02% | −711,051−90.0% | Reduced |
| Kentucky Retirement Systems | 78,328 | $9.14M | 0.28% | −7,279−8.5% | Reduced |
| Advocate Group LLC | 76,900 | $8.97M | 1.64% | −3,916−4.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,212 | $8.89M | 3.16% | −58−0.1% | Reduced |
| D.A. Davidson & Co. | 75,878 | $8.85M | 0.07% | +1,909+2.6% | Added |
| Calamos Wealth Management LLC | 75,771 | $8.84M | 0.44% | −20,963−21.7% | Reduced |
| Edgestream Partners, L.P. | 75,731 | $8.84M | 0.30% | +63,337+511.0% | Added |
| Omers Administration Corp | 75,716 | $8.83M | 0.08% | −1,725−2.2% | Reduced |
| Hartford Investment Management Co | 75,550 | $8.81M | 0.31% | −1,225−1.6% | Reduced |
| Private Advisor Group, LLC | 74,581 | $8.70M | 0.05% | +2,295+3.2% | Added |
| Voleon Capital Management LP | 74,559 | $8.70M | 0.68% | +11,703+18.6% | Added |
| Hourglass Capital, LLC | 73,985 | $8.63M | 2.26% | −467−0.6% | Reduced |
| Loomis Sayles & Co L P | 73,337 | $8.56M | 0.01% | +8,785+13.6% | Added |
| Jacobs Levy Equity Management, Inc | 72,941 | $8.51M | 0.03% | +72,941 | New |
| Oliver Luxxe Assets LLC | 72,760 | $8.49M | 1.58% | −1,023−1.4% | Reduced |
| Apollon Wealth Management, LLC | 72,684 | $8.48M | 0.19% | +38,355+111.7% | Added |
| Abn Amro Investment Solutions | 72,365 | $8.44M | 0.18% | +20,368+39.2% | Added |
| Elo Mutual Pension Insurance Co | 72,238 | $8.43M | 0.19% | −38,495−34.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 71,430 | $8.33M | 0.84% | −12,278−14.7% | Reduced |
| Jupiter Asset Management Ltd | 70,933 | $8.28M | 0.08% | +25,705+56.8% | Added |
| HB Wealth Management, LLC | 70,292 | $8.20M | 0.07% | +21,463+44.0% | Added |
| Gulf International Bank (UK) Ltd | 69,313 | $8.09M | 0.28% | −25,903−27.2% | Reduced |
| Burns J W & Co Inc | 68,979 | $8.05M | 1.04% | −558−0.8% | Reduced |
| Leuthold Group, LLC | 68,662 | $8.01M | 1.04% | −5,301−7.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 68,459 | $7.99M | 0.95% | −778−1.1% | Reduced |
| Montag A & Associates Inc | 67,874 | $7.92M | 0.40% | +324+0.5% | Added |
| GLOBALT Investments LLC | 67,652 | $7.89M | 0.32% | +558+0.8% | Added |
| Louisiana State Employees Retirement System | 66,500 | $7.76M | 0.15% | −200−0.3% | Reduced |
| Baugh & Associates, LLC | 69,280 | $7.75M | 3.92% | −371−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,932 | $7.69M | 0.52% | +56,055+567.5% | Added |
| Securian Asset Management, Inc | 65,546 | $7.65M | 0.23% | −1,124−1.7% | Reduced |
| DCM Advisors, LLC | 65,857 | $7.63M | 4.07% | −3,666−5.3% | Reduced |
| Norinchukin Bank, The | 64,826 | $7.56M | 0.14% | +8,554+15.2% | Added |
| Albion Financial Group | 64,683 | $7.55M | 0.53% | −596−0.9% | Reduced |
| Iowa State Bank | 64,550 | $7.53M | 1.60% | +978+1.5% | Added |
| Coldstream Capital Management Inc | 62,492 | $7.29M | 0.16% | −924−1.5% | Reduced |
| Alley Investment Management Company, LLC | 62,469 | $7.29M | 0.91% | +26,763+75.0% | Added |
| Private Wealth Partners, LLC | 61,924 | $7.22M | 0.60% | −47−0.1% | Reduced |
| Thrivent Financial for Lutherans | 60,343 | $7.16M | 0.02% | −6,018−9.1% | Reduced |
| Tradewinds, LLC. | 61,246 | $7.15M | 2.02% | +328+0.5% | Added |
| Heritage Trust Co | 61,148 | $7.13M | 0.86% | −3,636−5.6% | Reduced |
| Steel Peak Wealth Management LLC | 61,117 | $7.13M | 0.30% | +39,772+186.3% | Added |
| Caisse des Depots Et Consignations | 61,036 | $7.12M | 0.34% | −1,163−1.9% | Reduced |
| Tairen Capital Ltd | 60,900 | $7.11M | 0.47% | +60,900 | New |
| Spectrum Wealth Counsel, LLC | 60,420 | $7.05M | 0.85% | −660−1.1% | Reduced |
| Synovus Financial Corp | 60,273 | $7.03M | 0.09% | +3,364+5.9% | Added |
| Metis Global Partners, LLC | 60,088 | $7.01M | 0.20% | +6,737+12.6% | Added |
| Premier Fund Managers Ltd | 60,400 | $6.96M | 0.26% | +60,400 | New |
| Assenagon Asset Management S.A. | 59,299 | $6.92M | 0.01% | +1,873+3.3% | Added |
| Leonteq Securities AG | 59,216 | $6.86M | 0.52% | +38,249+182.4% | Added |
| Zacks Investment Management | 58,679 | $6.85M | 0.06% | +49,017+507.3% | Added |
| Cunning Capital Partners, LP | 58,541 | $6.83M | 4.35% | −337−0.6% | Reduced |
| Becker Capital Management Inc | 58,096 | $6.78M | 0.22% | −525−0.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 58,030 | $6.77M | 1.57% | −9,756−14.4% | Reduced |
| New Mexico Educational Retirement Board | 58,010 | $6.77M | 0.24% | −1,400−2.4% | Reduced |
| White Pine Investment CO | 57,428 | $6.70M | 1.80% | −3,842−6.3% | Reduced |
| Citizens Financial Group Inc | 57,013 | $6.65M | 0.13% | +1,993+3.6% | Added |
| Principal Street Partners, LLC | 56,783 | $6.62M | 1.23% | −4,348−7.1% | Reduced |
| Vident Advisory, LLC | 56,657 | $6.61M | 0.10% | +32,960+139.1% | Added |
| Park Avenue Securities LLC | 56,078 | $6.54M | 0.08% | +26,778+91.4% | Added |
| ING Groep NV | 55,503 | $6.48M | 0.04% | −562−1.0% | Reduced |
| Worm Capital, LLC | 55,424 | $6.47M | 6.50% | +55,424 | New |
| Jupiter Wealth Management LLC | 49,018 | $6.41M | 3.88% | +792+1.6% | Added |
| Ballentine Partners, LLC | 54,253 | $6.33M | 0.11% | +1,404+2.7% | Added |
| Old Second National Bank of Aurora | 53,774 | $6.27M | 1.48% | +1,829+3.5% | Added |
| Maryland State Retirement & Pension System | 53,714 | $6.27M | 0.15% | −8,734−14.0% | Reduced |
| Parallel Advisors, LLC | 53,593 | $6.25M | 0.14% | +916+1.7% | Added |
| E. Ohman J:or Asset Management AB | 53,446 | $6.24M | 0.17% | −2,360−4.2% | Reduced |
| Huntington National Bank | 53,263 | $6.21M | 0.05% | −435−0.8% | Reduced |
| Aureus Asset Management, LLC | 53,207 | $6.21M | 0.43% | −210−0.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 52,418 | $6.12M | 1.78% | −125−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 51,746 | $5.97M | 0.06% | −7,688−12.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 50,843 | $5.93M | 0.33% | +41,700+456.1% | Added |