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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 50,771 | $5.92M | 0.37% | +8,483+20.1% | Added |
| Trifecta Capital Advisors, LLC | 50,272 | $5.87M | 1.23% | −837−1.6% | Reduced |
| NatWest Group plc | 50,235 | $5.86M | 1.73% | −13,814−21.6% | Reduced |
| Elk River Wealth Management, LLC | 50,203 | $5.86M | 1.10% | +1,663+3.4% | Added |
| Xcel Wealth Management, LLC | 49,975 | $5.83M | 1.82% | −3,030−5.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 49,897 | $5.82M | 0.34% | +7,486+17.7% | Added |
| Capital International Sarl | 49,687 | $5.80M | 0.13% | +5,071+11.4% | Added |
| Ameritas Investment Partners, Inc. | 49,290 | $5.75M | 0.20% | +4,254+9.4% | Added |
| Mirabaud & Cie SA | 49,217 | $5.74M | 1.96% | +9,970+25.4% | Added |
| Consolidated Investment Group LLC | 49,215 | $5.74M | 0.88% | −2,385−4.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 44,694 | $5.72M | 0.31% | +44,694 | New |
| Geneos Wealth Management Inc. | 48,847 | $5.70M | 0.19% | +8,492+21.0% | Added |
| CAPROCK Group, Inc. | 48,781 | $5.69M | 0.17% | +860+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,685 | $5.68M | 0.06% | −3,188−6.1% | Reduced |
| Joel Isaacson & Co., LLC | 48,498 | $5.66M | 0.26% | +468+1.0% | Added |
| Glenview Trust Co | 48,465 | $5.65M | 0.11% | +672+1.4% | Added |
| FORA Capital, LLC | 48,250 | $5.63M | 0.57% | +48,250 | New |
| Investment Management Corp of Ontario | 48,242 | $5.63M | 0.11% | +48,242 | New |
| Great Valley Advisor Group, Inc. | 48,149 | $5.62M | 0.12% | +41,183+591.2% | Added |
| Jefferies Financial Group Inc. | 48,142 | $5.62M | 0.10% | −96,758−66.8% | Reduced |
| Summit Financial, LLC | 47,764 | $5.57M | 0.16% | −1,301−2.7% | Reduced |
| RSM US Wealth Management LLC | 47,720 | $5.57M | 0.09% | +3,615+8.2% | Added |
| Hennessy Advisors Inc | 47,200 | $5.51M | 0.18% | −18,800−28.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 47,106 | $5.50M | 0.51% | +1,883+4.2% | Added |
| First National Trust Co | 46,991 | $5.48M | 0.22% | +1,844+4.1% | Added |
| Toroso Investments, LLC | 46,579 | $5.43M | 0.05% | −34,438−42.5% | Reduced |
| Highland Capital Management, LLC | 46,392 | $5.41M | 0.32% | +4,028+9.5% | Added |
| Simon Quick Advisors, LLC | 46,320 | $5.40M | 0.31% | −2,927−5.9% | Reduced |
| Westpac Banking Corp | 46,310 | $5.40M | 0.40% | +8,601+22.8% | Added |
| Burney Co | 45,942 | $5.36M | 0.20% | +21,226+85.9% | Added |
| Castleark Management LLC | 45,900 | $5.36M | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 45,824 | $5.35M | 0.25% | +43,618+1,977.2% | Added |
| AustralianSuper Pty Ltd | 45,598 | $5.32M | 0.03% | −12,249−21.2% | Reduced |
| Trajan Wealth LLC | 45,387 | $5.30M | 0.29% | +298+0.7% | Added |
| Bradyco, Inc. | 45,328 | $5.29M | 4.02% | 00.0% | Unchanged |
| Torray LLC | 45,313 | $5.29M | 0.79% | +7,075+18.5% | Added |
| Empirical Finance, LLC | 44,847 | $5.23M | 0.32% | +562+1.3% | Added |
| Tiaa Trust, National Association | 44,755 | $5.22M | 0.02% | −237−0.5% | Reduced |
| IMC-Chicago, LLC | 44,741 | $5.22M | 0.20% | +16,291+57.3% | Added |
| Linscomb & Williams, Inc. | 44,566 | $5.20M | 0.26% | −176−0.4% | Reduced |
| Ci Investments Inc. | 44,111 | $5.15M | 0.02% | +36,845+507.1% | Added |
| Thompson Siegel & Walmsley LLC | 43,372 | $5.06M | 0.09% | −11,261−20.6% | Reduced |
| Providence Capital Advisors, LLC | 43,100 | $5.03M | 1.05% | +43,100 | New |
| ABN AMRO Bank N.V. | 42,893 | $5.00M | 0.07% | +42,893 | New |
| Amica Mutual Insurance Co | 42,824 | $5.00M | 0.55% | −21,456−33.4% | Reduced |
| SCS Capital Management LLC | 42,791 | $4.99M | 0.06% | +42,791 | New |
| Raiffeisen Bank International AG | 43,247 | $4.99M | 0.08% | +6,976+19.2% | Added |
| Jones Financial Companies LLLP | 43,172 | $4.99M | 0.00% | +3,433+8.6% | Added |
| Atria Wealth Solutions, Inc. | 42,653 | $4.98M | 0.06% | −5,730−11.8% | Reduced |
| SkyOak Wealth, LLC | 42,621 | $4.97M | 1.09% | −1,129−2.6% | Reduced |
| Union Bancaire Privee, UBP SA | 45,281 | $4.96M | 0.10% | +11,421+33.7% | Added |
| Independent Advisor Alliance | 42,428 | $4.95M | 0.16% | −858−2.0% | Reduced |
| Occidental Asset Management, LLC | 42,186 | $4.92M | 0.74% | +1,515+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,876 | $4.89M | 0.98% | +613+1.5% | Added |
| United Capital Financial Advisers, LLC | 41,768 | $4.87M | 0.04% | +1,978+5.0% | Added |
| Cresset Asset Management, LLC | 41,673 | $4.86M | 0.02% | +625+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 41,491 | $4.84M | 0.06% | +6,220+17.6% | Added |
| Covenant Asset Management, LLC | 41,409 | $4.83M | 1.21% | +23,721+134.1% | Added |
| Core Alternative Capital | 41,363 | $4.83M | 1.16% | −13,359−24.4% | Reduced |
| SevenBridge Financial Group, LLC | 37,845 | $4.81M | 0.95% | +7,085+23.0% | Added |
| Tower Research Capital LLC (TRC) | 38,683 | $4.77M | 0.14% | −40,123−50.9% | Reduced |
| HighPoint Advisor Group LLC | 41,068 | $4.77M | 0.28% | −7,354−15.2% | Reduced |
| Roanoke Asset Management Corp | 40,168 | $4.69M | 1.60% | +100+0.2% | Added |
| New Age Alpha Advisors, LLC | 40,000 | $4.67M | 0.21% | +40,000 | New |
| Cypress Financial Planning LLC | 39,451 | $4.60M | 1.66% | +30.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,356 | $4.59M | 0.07% | −30−0.1% | Reduced |
| Brentview Investment Management LLC | 39,166 | $4.57M | 2.43% | +2,012+5.4% | Added |
| K.J. Harrison & Partners Inc | 38,900 | $4.54M | 0.89% | +11,000+39.4% | Added |
| Concurrent Investment Advisors, LLC | 38,775 | $4.52M | 0.11% | +21,657+126.5% | Added |
| City Holding Co | 38,390 | $4.48M | 0.63% | +976+2.6% | Added |
| Mayflower Financial Advisors, LLC | 38,238 | $4.46M | 0.68% | +120.0% | Added |
| Stock Yards Bank & Trust Co | 37,997 | $4.43M | 0.16% | −996−2.6% | Reduced |
| Frank, Rimerman Advisors LLC | 37,986 | $4.43M | 0.35% | −45−0.1% | Reduced |
| V-Square Quantitative Management LLC | 37,976 | $4.43M | 0.65% | +1,262+3.4% | Added |
| Hamilton Capital Partners Inc. | 37,945 | $4.43M | 0.28% | +6,105+19.2% | Added |
| Adell Harriman & Carpenter Inc | 37,841 | $4.42M | 0.33% | +287+0.8% | Added |
| Cullinan Associates Inc | 37,052 | $4.32M | 0.31% | −2,141−5.5% | Reduced |
| Sterling Capital Management LLC | 36,956 | $4.31M | 0.07% | −3,317−8.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 36,915 | $4.31M | 0.16% | +994+2.8% | Added |
| Lincluden Management Ltd | 36,741 | $4.29M | 0.54% | −4,756−11.5% | Reduced |
| Vinva Investment Management Ltd | 37,097 | $4.28M | 0.17% | −16,372−30.6% | Reduced |
| S&CO Inc | 36,347 | $4.24M | 0.28% | −400−1.1% | Reduced |
| Financial Advisory Partners, LLC | 36,279 | $4.23M | 1.42% | −685−1.9% | Reduced |
| Van Eck Associates Corp | 36,257 | $4.23M | 0.01% | +6,444+21.6% | Added |
| Sandy Cove Advisors, LLC | 35,990 | $4.20M | 1.69% | +170.0% | Added |
| StoneX Group Inc. | 35,856 | $4.18M | 0.23% | +3,097+9.5% | Added |
| Cito Capital Group, LLC | 35,855 | $4.18M | 1.59% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 35,629 | $4.16M | 0.11% | +7,670+27.4% | Added |
| Capital Investment Counsel, LLC | 35,452 | $4.14M | 0.68% | +619+1.8% | Added |
| Shorepoint Capital Partners LLC | 35,380 | $4.13M | 0.93% | +673+1.9% | Added |
| Patten & Patten Inc | 35,253 | $4.11M | 0.28% | −921−2.5% | Reduced |
| First National Bank of Omaha | 35,171 | $4.10M | 0.28% | −7,227−17.0% | Reduced |
| Northwest Bancshares, Inc. | 35,076 | $4.09M | 0.75% | +5,823+19.9% | Added |
| Dana Investment Advisors, Inc. | 35,004 | $4.08M | 0.15% | −264−0.7% | Reduced |
| Carret Asset Management, LLC | 34,984 | $4.08M | 0.46% | −55−0.2% | Reduced |
| RNC Capital Management LLC | 34,787 | $4.06M | 0.21% | −409−1.2% | Reduced |
| Andra AP-fonden | 34,711 | $4.05M | 0.07% | +34,711 | New |
| Compagnie Lombard Odier SCmA | 34,550 | $4.03M | 0.05% | +800+2.4% | Added |
| Siemens Fonds Invest GmbH | 34,375 | $4.01M | 0.28% | +34,375 | New |
| Forum Financial Management, LP | 34,255 | $4.00M | 0.07% | +13,238+63.0% | Added |