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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 24,657 | $2.88M | 0.06% | +19,586+386.2% | Added |
| Trust Co of Toledo NA | 24,655 | $2.88M | 0.38% | +196+0.8% | Added |
| Stolper Co | 24,608 | $2.87M | 0.94% | +85+0.3% | Added |
| MainStreet Investment Advisors LLC | 24,593 | $2.87M | 0.42% | −762−3.0% | Reduced |
| Northeast Investment Management | 24,582 | $2.87M | 0.13% | +151+0.6% | Added |
| Aigen Investment Management, LP | 24,479 | $2.86M | 0.46% | +24,479 | New |
| True North Advisors, LLC | 24,423 | $2.85M | 0.51% | −4,172−14.6% | Reduced |
| Griffin Asset Management, Inc. | 24,413 | $2.85M | 0.35% | +395+1.6% | Added |
| Group One Trading, L.P. | 24,361 | $2.84M | 0.12% | +1,826+8.1% | Added |
| Financial Advisory Service, Inc. | 24,339 | $2.84M | 0.23% | +1,093+4.7% | Added |
| Mach-1 Financial Group, Inc. | 24,312 | $2.84M | 0.85% | +19,508+406.1% | Added |
| Caas Capital Management LP | 24,235 | $2.83M | 1.34% | +18,385+314.3% | Added |
| Glass Wealth Management Co LLC | 24,216 | $2.83M | 1.70% | −3,132−11.5% | Reduced |
| Marvin & Palmer Associates Inc | 24,097 | $2.81M | 4.20% | −30,280−55.7% | Reduced |
| Transcend Wealth Collective, LLC | 24,087 | $2.81M | 0.20% | −1,159−4.6% | Reduced |
| Meridian Wealth Management, LLC | 23,869 | $2.78M | 0.13% | +6,092+34.3% | Added |
| GAMMA Investing LLC | 23,578 | $2.75M | 0.21% | +1,426+6.4% | Added |
| Arcus Capital Partners, LLC | 23,538 | $2.75M | 1.10% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 24,432 | $2.74M | 0.60% | +12,560+105.8% | Added |
| Vestcor Inc | 23,364 | $2.73M | 0.09% | +897+4.0% | Added |
| Two Sigma Investments, LP | 23,205 | $2.71M | 0.01% | −95,742−80.5% | Reduced |
| Paradigm Asset Management Co LLC | 23,200 | $2.71M | 0.72% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 25,924 | $2.70M | 1.03% | −687−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 23,125 | $2.70M | 0.04% | −2,550−9.9% | Reduced |
| Lipe & Dalton | 23,125 | $2.70M | 1.51% | −2,537−9.9% | Reduced |
| Capital Investment Advisors, LLC | 23,121 | $2.70M | 0.05% | +1,383+6.4% | Added |
| Capital Asset Advisory Services LLC | 22,508 | $2.68M | 0.14% | −91−0.4% | Reduced |
| Graphene Investments SAS | 23,000 | $2.68M | 1.96% | +23,000 | New |
| Beacon Pointe Advisors, LLC | 22,982 | $2.68M | 0.03% | −1,418−5.8% | Reduced |
| Pitcairn Co | 22,815 | $2.66M | 0.16% | +36+0.2% | Added |
| Stance Capital LLC | 22,802 | $2.66M | 1.97% | +22,796+379,933.3% | Added |
| Alaethes Wealth LLC | 22,722 | $2.65M | 0.97% | +256+1.1% | Added |
| YHB Investment Advisors, Inc. | 22,720 | $2.65M | 0.22% | +112+0.5% | Added |
| Stevens Capital Management LP | 22,607 | $2.64M | 0.65% | +22,607 | New |
| KCM Investment Advisors LLC | 22,529 | $2.63M | 0.09% | −630−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,488 | $2.62M | 0.11% | −281−1.2% | Reduced |
| IFG Advisory, LLC | 22,459 | $2.62M | 0.15% | +1,846+9.0% | Added |
| Sowell Financial Services LLC | 22,323 | $2.60M | 0.12% | +2,213+11.0% | Added |
| Ashton Thomas Private Wealth, LLC | 22,158 | $2.59M | 0.10% | −8,711−28.2% | Reduced |
| Sumitomo Life Insurance Co | 22,097 | $2.58M | 0.09% | −319−1.4% | Reduced |
| Am Investment Strategies LLC | 21,932 | $2.56M | 0.62% | +1,114+5.4% | Added |
| TCTC Holdings, LLC | 21,862 | $2.55M | 0.09% | +452+2.1% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.54M | 0.09% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 21,752 | $2.54M | 1.55% | +120+0.6% | Added |
| Smith, Salley & Associates | 21,676 | $2.53M | 0.17% | +737+3.5% | Added |
| Leavell Investment Management, Inc. | 21,579 | $2.52M | 0.12% | −900−4.0% | Reduced |
| D L Carlson Investment Group Inc | 21,464 | $2.50M | 0.48% | −987−4.4% | Reduced |
| Cacti Asset Management LLC | 21,500 | $2.48M | 0.20% | 00.0% | Unchanged |
| Asio Capital, LLC | 21,155 | $2.47M | 0.48% | +488+2.4% | Added |
| Concord Wealth Partners | 21,135 | $2.47M | 0.40% | +8,561+68.1% | Added |
| Brookstone Capital Management | 21,103 | $2.46M | 0.04% | +13,349+172.2% | Added |
| Regions Financial Corp | 21,033 | $2.45M | 0.02% | −177−0.8% | Reduced |
| Venture Visionary Partners LLC | 20,969 | $2.45M | 0.10% | −1,286−5.8% | Reduced |
| Werlinich Asset Management, LLC | 20,770 | $2.42M | 1.54% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,479 | $2.41M | 0.02% | −3,018−12.3% | Reduced |
| Hurley Capital, LLC | 20,672 | $2.41M | 1.83% | −2,784−11.9% | Reduced |
| Quantitative Investment Management, LLC | 20,639 | $2.41M | 0.22% | +20,639 | New |
| Moloney Securities Asset Management, LLC | 20,571 | $2.40M | 0.32% | +16,477+402.5% | Added |
| River Street Advisors LLC | 20,385 | $2.38M | 1.18% | +2,991+17.2% | Added |
| Point72 Europe (London) LLP | 20,200 | $2.36M | 0.16% | +20,200 | New |
| Baldwin Investment Management, LLC | 20,073 | $2.34M | 0.28% | −730−3.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 20,054 | $2.34M | 0.83% | −416−2.0% | Reduced |
| LGT Group Foundation | 19,937 | $2.33M | 0.03% | +814+4.3% | Added |
| Verition Fund Management LLC | 19,878 | $2.32M | 0.01% | −43,206−68.5% | Reduced |
| Caldwell Trust Co | 19,838 | $2.31M | 0.25% | −1,210−5.7% | Reduced |
| NorthRock Partners, LLC | 19,786 | $2.31M | 0.08% | +760+4.0% | Added |
| Wolff Wiese Magana LLC | 19,701 | $2.30M | 1.56% | +80.0% | Added |
| Pensionmark Financial Group, LLC | 19,616 | $2.29M | 0.06% | +2,297+13.3% | Added |
| Harvest Investment Advisors, LLC | 19,584 | $2.28M | 1.65% | +25+0.1% | Added |
| Triglav Skladi, D.O.O. | 19,512 | $2.28M | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,433 | $2.27M | 0.09% | −2,791−12.6% | Reduced |
| Fundamentun, LLC | 19,402 | $2.26M | 0.12% | +442+2.3% | Added |
| Wakefield Asset Management LLLP | 19,382 | $2.26M | 0.68% | +19,382 | New |
| PFG Investments, LLC | 19,345 | $2.26M | 0.14% | −2,312−10.7% | Reduced |
| Capital Investment Counsel, Inc | 19,108 | $2.23M | 0.33% | +300+1.6% | Added |
| International Assets Investment Management, LLC | 786,814 | $2.22M | 0.19% | +72,838+10.2% | Added |
| Hudson Canyon Capital Management | 18,979 | $2.21M | 1.56% | 00.0% | Unchanged |
| Shaker Investments LLC | 18,958 | $2.21M | 1.07% | +18,958 | New |
| Eisler Capital Management Ltd. | 18,951 | $2.21M | 0.07% | +18,951 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,825 | $2.20M | 0.06% | −8,801−31.9% | Reduced |
| NewEdge Wealth, LLC | 18,735 | $2.19M | 0.04% | +788+4.4% | Added |
| AIA Group Ltd | 18,649 | $2.18M | 0.05% | +6,204+49.9% | Added |
| Acropolis Investment Management, LLC | 18,552 | $2.16M | 0.13% | −83−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,507 | $2.16M | 0.16% | −344−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,433 | $2.15M | 0.13% | −145−0.8% | Reduced |
| Insight Inv LLC | 18,378 | $2.14M | 1.47% | +88+0.5% | Added |
| Brown Financial Advisors | 18,234 | $2.13M | 0.88% | +2,612+16.7% | Added |
| Texas Yale Capital Corp. | 18,230 | $2.13M | 0.09% | −6,690−26.8% | Reduced |
| Brown Brothers Harriman & Co | 18,123 | $2.11M | 0.01% | −1,406−7.2% | Reduced |
| Abbot Financial Management, Inc. | 18,075 | $2.11M | 1.09% | −25−0.1% | Reduced |
| JPL Wealth Management, LLC | 18,008 | $2.10M | 0.60% | +405+2.3% | Added |
| Hall Laurie J Trustee | 18,000 | $2.10M | 0.75% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 17,826 | $2.08M | 0.35% | −2,045−10.3% | Reduced |
| Intrust Bank NA | 17,730 | $2.07M | 0.20% | +982+5.9% | Added |
| Freedom Day Solutions, LLC | 17,709 | $2.07M | 0.63% | −1,611−8.3% | Reduced |
| Strategic Advisors LLC | 17,648 | $2.06M | 0.40% | −426−2.4% | Reduced |
| Oak Asset Management, LLC | 17,568 | $2.05M | 0.75% | +450+2.6% | Added |
| Whittier Trust Co | 17,550 | $2.05M | 0.03% | −29−0.2% | Reduced |
| King Luther Capital Management Corp | 17,529 | $2.05M | 0.01% | −70−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 17,392 | $2.03M | 0.17% | −2,189−11.2% | Reduced |