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; 2,745 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
- 2,103
- +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
- 755 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 17,534 | $2.02M | 0.03% | −115,443−86.8% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $2.02M | 0.08% | 00.0% | Unchanged |
| Arrow Financial Corp | 17,258 | $2.01M | 0.23% | −11,471−39.9% | Reduced |
| Profund Advisors LLC | 17,247 | $2.01M | 0.09% | −946−5.2% | Reduced |
| Maven Securities LTD | 17,197 | $2.01M | 0.44% | +8,460+96.8% | Added |
| Bradley Foster & Sargent Inc | 17,147 | $2.00M | 0.03% | −26−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 17,134 | $2.00M | 0.26% | −144−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 17,129 | $2.00M | 0.35% | +366+2.2% | Added |
| Avestar Capital, LLC | 17,047 | $1.99M | 0.19% | +3,757+28.3% | Added |
| Talon Private Wealth, LLC | 16,692 | $1.98M | 0.27% | +16,306+4,224.4% | Added |
| Valeo Financial Advisors, LLC | 16,892 | $1.97M | 0.05% | +156+0.9% | Added |
| Syon Capital LLC | 16,861 | $1.97M | 0.16% | +7,555+81.2% | Added |
| Coastline Trust Co | 16,845 | $1.97M | 0.24% | +571+3.5% | Added |
| Checchi Capital Advisers, LLC | 16,744 | $1.95M | 0.14% | +285+1.7% | Added |
| IFC Advisors LLC | 16,665 | $1.94M | 0.41% | −321−1.9% | Reduced |
| Altman Advisors, Inc. | 16,844 | $1.94M | 0.90% | +314+1.9% | Added |
| Miracle Mile Advisors, LLC | 16,624 | $1.94M | 0.04% | −344−2.0% | Reduced |
| Verdence Capital Advisors LLC | 16,554 | $1.93M | 0.15% | −776−4.5% | Reduced |
| Schear Investment Advisers, LLC | 16,496 | $1.92M | 1.11% | +2,687+19.5% | Added |
| Cullen/Frost Bankers, Inc. | 16,423 | $1.92M | 0.03% | +306+1.9% | Added |
| Resources Investment Advisors, LLC. | 16,407 | $1.91M | 0.02% | +538+3.4% | Added |
| Howland Capital Management LLC | 16,298 | $1.90M | 0.08% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 16,205 | $1.89M | 1.31% | −2,423−13.0% | Reduced |
| iA Global Asset Management Inc. | 16,166 | $1.89M | 0.03% | −53,774−76.9% | Reduced |
| AMG National Trust Bank | 16,153 | $1.88M | 0.05% | +1,345+9.1% | Added |
| Somerset Trust Co | 16,130 | $1.88M | 0.67% | +708+4.6% | Added |
| Charter Oak Capital Management, LLC | 16,098 | $1.88M | 0.17% | +105+0.7% | Added |
| Sagespring Wealth Partners, LLC | 16,009 | $1.87M | 0.05% | +2,964+22.7% | Added |
| Cherokee Insurance Co | 16,000 | $1.87M | 0.82% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 15,996 | $1.87M | 0.97% | +47+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,970 | $1.86M | 0.05% | −1,593−9.1% | Reduced |
| Aspen Grove Capital, LLC | 15,952 | $1.86M | 0.36% | 00.0% | Unchanged |
| Matrix Trust Co | 15,945 | $1.86M | 0.31% | −283−1.7% | Reduced |
| 1st Source Bank | 15,928 | $1.86M | 0.11% | +30.0% | Added |
| Trust Investment Advisors | 15,827 | $1.85M | 1.19% | +450+2.9% | Added |
| New England Research & Management, Inc. | 15,694 | $1.83M | 0.93% | +494+3.3% | Added |
| Snowden Capital Advisors LLC | 15,556 | $1.81M | 0.06% | −1,169−7.0% | Reduced |
| White Pine Capital LLC | 15,485 | $1.81M | 0.63% | +130+0.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 15,473 | $1.81M | 0.82% | +15,473 | New |
| Williams Jones Wealth Management, LLC. | 15,429 | $1.80M | 0.02% | +100+0.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,416 | $1.80M | 1.50% | −755−4.7% | Reduced |
| Community Bank, N.A. | 15,408 | $1.80M | 0.24% | −7,185−31.8% | Reduced |
| Cookson Peirce & Co Inc | 15,273 | $1.78M | 0.09% | +7,554+97.9% | Added |
| Atomi Financial Group, Inc. | 15,230 | $1.78M | 0.08% | +10+0.1% | Added |
| Prudent Man Advisors, LLC | 15,155 | $1.77M | 0.64% | +136+0.9% | Added |
| SeaCrest Wealth Management, LLC | 15,145 | $1.77M | 0.20% | −1,041−6.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,144 | $1.77M | 0.10% | +438+3.0% | Added |
| Waterfront Wealth Inc. | 15,132 | $1.77M | 0.43% | −363−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 15,093 | $1.76M | 0.18% | +1,743+13.1% | Added |
| Ronald Blue Trust, Inc. | 14,974 | $1.75M | 0.02% | +20.0% | Added |
| Mystic Asset Management, Inc. | 14,945 | $1.74M | 0.46% | −119−0.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 14,900 | $1.74M | 0.61% | +200+1.4% | Added |
| Prospera Financial Services Inc | 14,873 | $1.74M | 0.04% | +3,640+32.4% | Added |
| NVWM, LLC | 14,841 | $1.73M | 0.46% | +250+1.7% | Added |
| EverSource Wealth Advisors, LLC | 14,717 | $1.72M | 0.09% | +1,557+11.8% | Added |
| Northcape Wealth Management, LLC | 14,701 | $1.72M | 0.55% | −555−3.6% | Reduced |
| Chesapeake Wealth Management | 14,688 | $1.71M | 0.61% | −313−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 14,666 | $1.71M | 0.15% | +194+1.3% | Added |
| Krilogy Financial LLC | 14,662 | $1.71M | 0.11% | −508−3.3% | Reduced |
| Dynasty Wealth Management, LLC | 14,634 | $1.71M | 0.03% | +115+0.8% | Added |
| Oddo BHF Asset Management SAS | 14,466 | $1.69M | 0.07% | +7,466+106.7% | Added |
| Courier Capital LLC | 14,443 | $1.69M | 0.11% | −220−1.5% | Reduced |
| LS Investment Advisors, LLC | 14,435 | $1.68M | 0.26% | +965+7.2% | Added |
| Congress Asset Management Co | 14,433 | $1.68M | 0.01% | −100−0.7% | Reduced |
| Alberta Investment Management Corp | 14,400 | $1.68M | 0.01% | −8,100−36.0% | Reduced |
| Galaxy Digital Capital Management GP LLC | 14,389 | $1.68M | 2.57% | −12,288−46.1% | Reduced |
| Wealthcare Advisory Partners LLC | 14,373 | $1.68M | 0.04% | +11,338+373.6% | Added |
| Trust Asset Management LLC | 14,311 | $1.67M | 0.14% | −976−6.4% | Reduced |
| Parkside Financial Bank & Trust | 14,284 | $1.67M | 0.21% | +378+2.7% | Added |
| Aventura Private Wealth, LLC | 14,104 | $1.65M | 0.86% | +516+3.8% | Added |
| Trust Co of Vermont | 14,037 | $1.64M | 0.08% | +637+4.8% | Added |
| Quadcap Wealth Management, LLC | 13,985 | $1.63M | 0.24% | +2,819+25.2% | Added |
| Qtron Investments LLC | 13,955 | $1.63M | 0.24% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,936 | $1.63M | 0.01% | +26+0.2% | Added |
| Diligent Investors, LLC | 13,906 | $1.62M | 0.39% | −254−1.8% | Reduced |
| Tocqueville Asset Management L.P. | 13,890 | $1.62M | 0.03% | −155−1.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 13,879 | $1.62M | 0.04% | −505,633−97.3% | Reduced |
| TLWM | 13,863 | $1.62M | 0.32% | +248+1.8% | Added |
| Umpqua Bank | 13,853 | $1.62M | 0.56% | +194+1.4% | Added |
| NBT Bank N A | 13,747 | $1.60M | 0.12% | −277−2.0% | Reduced |
| Regal Investment Advisors LLC | 13,630 | $1.59M | 0.13% | −7,365−35.1% | Reduced |
| Garner Asset Management Corp | 13,624 | $1.59M | 0.70% | −120−0.9% | Reduced |
| Golden State Equity Partners | 13,615 | $1.59M | 0.31% | −61−0.4% | Reduced |
| Convergence Investment Partners, LLC | 13,558 | $1.58M | 0.44% | +1,034+8.3% | Added |
| Systematic Financial Management LP | 13,500 | $1.58M | 0.04% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 13,412 | $1.56M | 0.43% | +319+2.4% | Added |
| Silvercrest Asset Management Group LLC | 13,383 | $1.56M | 0.01% | +1,505+12.7% | Added |
| Brighton Jones LLC | 13,382 | $1.56M | 0.05% | +600+4.7% | Added |
| Long Run Wealth Advisors, LLC | 13,349 | $1.56M | 0.35% | +2,206+19.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,344 | $1.56M | 0.05% | +1,277+10.6% | Added |
| Great Diamond Partners, LLC | 13,289 | $1.55M | 0.42% | −947−6.7% | Reduced |
| Quent Capital, LLC | 13,269 | $1.55M | 0.16% | +971+7.9% | Added |
| Vanguard Capital Wealth Advisors | 13,261 | $1.55M | 1.89% | −3,100−18.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,114 | $1.53M | 0.14% | −500−3.7% | Reduced |
| Crestwood Advisors Group LLC | 13,110 | $1.53M | 0.03% | +280+2.2% | Added |
| Norden Group LLC | 13,057 | $1.52M | 0.18% | −1,076−7.6% | Reduced |
| Evoke Wealth, LLC | 13,016 | $1.52M | 0.04% | +528+4.2% | Added |
| Wilkins Investment Counsel Inc | 12,949 | $1.51M | 0.22% | −1,665−11.4% | Reduced |
| Smartleaf Asset Management LLC | 13,093 | $1.51M | 0.15% | +1,010+8.4% | Added |
| Foster & Motley Inc | 12,908 | $1.51M | 0.09% | −1,172−8.3% | Reduced |