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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 34,009 | $3.97M | 0.18% | −3,982−10.5% | Reduced |
| Hohimer Wealth Management, LLC | 33,910 | $3.96M | 0.77% | +33,910 | New |
| Laurion Capital Management LP | 33,893 | $3.95M | 0.30% | −5,421−13.8% | Reduced |
| NBC Securities, Inc. | 33,757 | $3.94M | 0.34% | +33,723+99,185.3% | Added |
| Clearstead Advisors, LLC | 33,692 | $3.93M | 0.06% | +325+1.0% | Added |
| Truvestments Capital LLC | 33,454 | $3.90M | 0.85% | +27,270+441.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,362 | $3.89M | 0.28% | −15,701−32.0% | Reduced |
| EP Wealth Advisors, LLC | 33,273 | $3.88M | 0.03% | +8,776+35.8% | Added |
| KMG Fiduciary Partners, LLC | 33,073 | $3.86M | 0.32% | −69−0.2% | Reduced |
| Plato Investment Management Ltd | 32,715 | $3.86M | 0.33% | −9,196−21.9% | Reduced |
| Inspire Trust Co, N.A. | 33,000 | $3.85M | 0.92% | +3,000+10.0% | Added |
| Dynamic Advisor Solutions LLC | 32,846 | $3.83M | 0.13% | +231+0.7% | Added |
| Union Heritage Capital, LLC | 32,814 | $3.83M | 1.43% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 32,748 | $3.82M | 0.29% | +19,045+139.0% | Added |
| SG Americas Securities, LLC | 32,455 | $3.79M | 0.01% | +310+1.0% | Added |
| Sigma Planning Corp | 32,404 | $3.78M | 0.12% | +2,592+8.7% | Added |
| Everence Capital Management Inc | 32,291 | $3.77M | 0.26% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 32,130 | $3.75M | 0.10% | +475+1.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 32,094 | $3.74M | 2.61% | −318−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 28,093 | $3.74M | 0.69% | +28,043+56,086.0% | Added |
| Community Trust & Investment Co | 31,872 | $3.72M | 0.24% | −1,266−3.8% | Reduced |
| Allstate Corp | 31,800 | $3.71M | 0.11% | −4,118−11.5% | Reduced |
| Sculati Wealth Management, LLC | 31,736 | $3.70M | 1.50% | −1,038−3.2% | Reduced |
| Mattson Financial Services, LLC | 31,719 | $3.70M | 1.11% | +439+1.4% | Added |
| Central Trust Co | 31,674 | $3.70M | 0.09% | +468+1.5% | Added |
| Zions Bancorporation, National Association | 31,498 | $3.67M | 0.23% | +31,498 | New |
| First National Advisers, LLC | 31,349 | $3.66M | 0.59% | −5,140−14.1% | Reduced |
| Moody National Bank Trust Division | 31,240 | $3.64M | 0.38% | −298−0.9% | Reduced |
| Greenleaf Trust | 31,235 | $3.64M | 0.03% | −1,650−5.0% | Reduced |
| Savant Capital, LLC | 31,071 | $3.63M | 0.03% | −6,333−16.9% | Reduced |
| Engineers Gate Manager LP | 31,029 | $3.62M | 0.06% | +31,029 | New |
| Sciencast Management LP | 31,000 | $3.62M | 0.83% | +6,772+28.0% | Added |
| Integrated Wealth Concepts LLC | 30,743 | $3.59M | 0.04% | −5,478−15.1% | Reduced |
| Perigon Wealth Management, LLC | 30,728 | $3.59M | 0.09% | −16,134−34.4% | Reduced |
| Commerzbank Aktiengesellschaft | 30,583 | $3.57M | 0.08% | +7,098+30.2% | Added |
| Quantbot Technologies LP | 30,554 | $3.56M | 0.11% | +30,554 | New |
| Winton Group Ltd | 30,469 | $3.55M | 0.22% | +30,469 | New |
| National Asset Management, Inc. | 30,338 | $3.54M | 0.11% | +3,731+14.0% | Added |
| Gotham Asset Management, LLC | 30,330 | $3.54M | 0.03% | +1,015+3.5% | Added |
| Salem Investment Counselors Inc | 30,319 | $3.54M | 0.12% | +1,002+3.4% | Added |
| Advisory Services Network, LLC | 30,194 | $3.52M | 0.07% | −626−2.0% | Reduced |
| J. Safra Sarasin Holding AG | 30,182 | $3.52M | 0.06% | +17,824+144.2% | Added |
| Quadrant Capital Group LLC | 30,105 | $3.51M | 0.13% | +15,960+112.8% | Added |
| Fifth Third Wealth Advisors LLC | 30,104 | $3.51M | 0.18% | +7,373+32.4% | Added |
| XTX Topco Ltd | 30,020 | $3.50M | 0.18% | +23,575+365.8% | Added |
| Gifford Fong Associates | 30,000 | $3.50M | 0.87% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 29,948 | $3.49M | 0.14% | −472−1.6% | Reduced |
| South State Corp. | 29,911 | $3.49M | 0.16% | +11,557+63.0% | Added |
| Ritholtz Wealth Management | 29,751 | $3.47M | 0.10% | +498+1.7% | Added |
| HCR Wealth Advisors | 29,636 | $3.46M | 0.45% | +852+3.0% | Added |
| Congress Wealth Management LLC | 29,516 | $3.45M | 0.04% | +2,155+7.9% | Added |
| SRS Capital Advisors, Inc. | 29,463 | $3.44M | 0.22% | +27,895+1,779.0% | Added |
| Capital International Ltd | 29,423 | $3.43M | 0.15% | +1,442+5.2% | Added |
| Longbow Finance SA | 29,358 | $3.43M | 0.41% | −6,304−17.7% | Reduced |
| Diversified Trust Co | 29,298 | $3.42M | 0.08% | −5,358−15.5% | Reduced |
| Stephens Inc | 29,288 | $3.42M | 0.05% | −534−1.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 29,264 | $3.41M | 0.43% | +8,263+39.3% | Added |
| Mirabella Financial Services LLP | 29,004 | $3.39M | 0.14% | +15,739+118.7% | Added |
| Bryn Mawr Trust Co | 29,015 | $3.39M | 0.06% | −1,496−4.9% | Reduced |
| Integrated Advisors Network LLC | 28,996 | $3.38M | 0.17% | −41,124−58.6% | Reduced |
| Axxcess Wealth Management, LLC | 28,951 | $3.38M | 0.09% | −3,954−12.0% | Reduced |
| Equitable Holdings, Inc. | 28,880 | $3.37M | 0.03% | +1,116+4.0% | Added |
| Bleakley Financial Group, LLC | 28,850 | $3.37M | 0.11% | +397+1.4% | Added |
| Allworth Financial LP | 29,081 | $3.36M | 0.02% | +1,043+3.7% | Added |
| Susquehanna Fundamental Investments, LLC | 28,800 | $3.36M | 0.06% | 00.0% | Unchanged |
| Covea Finance | 28,800 | $3.36M | 0.15% | +28,800 | New |
| Americana Partners, LLC | 28,642 | $3.34M | 0.13% | +1,196+4.4% | Added |
| Fidelis Capital Partners, LLC | 28,574 | $3.31M | 0.35% | −170−0.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $3.31M | 0.31% | −2,000−6.6% | Reduced |
| Principal Securities, Inc. | 26,328 | $3.31M | 0.07% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 28,237 | $3.29M | 0.10% | +6,526+30.1% | Added |
| United Services Automobile Association | 28,503 | $3.29M | 0.10% | 00.0% | Unchanged |
| Alerus Financial NA | 28,098 | $3.28M | 0.26% | +24,714+730.3% | Added |
| Dock Street Asset Management Inc | 28,060 | $3.27M | 0.39% | +28,060 | New |
| Brasada Capital Management, LP | 32,434 | $3.25M | 0.65% | −171−0.5% | Reduced |
| Meyer Handelman Co | 27,568 | $3.22M | 0.11% | −230−0.8% | Reduced |
| Hodges Capital Management Inc. | 27,432 | $3.20M | 0.32% | −10,948−28.5% | Reduced |
| Hoey Investments, Inc | 27,251 | $3.18M | 0.63% | −3,710−12.0% | Reduced |
| Trilogy Capital Inc. | 27,082 | $3.16M | 0.17% | +6,630+32.4% | Added |
| Canandaigua National Bank & Trust Co | 26,846 | $3.13M | 0.31% | −2,640−9.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $3.13M | 0.03% | −2,250−7.7% | Reduced |
| Dimension Capital Management LLC | 26,270 | $3.06M | 0.54% | 00.0% | Unchanged |
| Next Level Private LLC | 26,248 | $3.06M | 1.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,193 | $3.06M | 0.05% | +12,035+85.0% | Added |
| Signaturefd, LLC | 25,826 | $3.01M | 0.06% | +1,134+4.6% | Added |
| Culbertson A N & Co Inc | 25,794 | $3.01M | 0.48% | −245−0.9% | Reduced |
| Morangie Management LLC | 25,721 | $3.00M | 2.94% | +1,259+5.1% | Added |
| Palisade Asset Management, LLC | 25,688 | $3.00M | 0.31% | +349+1.4% | Added |
| Wealthspire Advisors, LLC | 25,493 | $2.97M | 0.02% | −4,815−15.9% | Reduced |
| Change Path, LLC | 25,478 | $2.97M | 0.09% | +7,451+41.3% | Added |
| Hunter Associates Investment Management LLC | 25,475 | $2.97M | 0.46% | +531+2.1% | Added |
| Benjamin Edwards Inc | 25,380 | $2.96M | 0.04% | −278−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 25,340 | $2.96M | 0.04% | −50.0% | Reduced |
| Davenport & Co LLC | 25,332 | $2.96M | 0.02% | −476−1.8% | Reduced |
| Horizon Investments, LLC | 25,476 | $2.95M | 0.09% | +847+3.4% | Added |
| Meeder Advisory Services, Inc. | 25,258 | $2.95M | 0.18% | +1,402+5.9% | Added |
| Harbor Capital Advisors, Inc. | 25,103 | $2.93M | 0.13% | −2,972−10.6% | Reduced |
| Cary Street Partners Financial LLC | 25,053 | $2.92M | 0.09% | −776−3.0% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $2.92M | 0.21% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 24,802 | $2.89M | 0.62% | −3,835−13.4% | Reduced |