Morgan Stanley

MS.PE

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2 institutions reported holding it in 13F filings for Q2 2026, worth $47.6K in total; no superinvestor holds it.

Other share classesMS MS.PA MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.PQ

Q2 2025 vs. Q1 2025

How the institutions holding Morgan Stanley changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of MS.PE: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Q2 2025	Change
Holders	4	4	0
Shares	6.70K	6.27K	−432 (−6.4%)
Value	$169.2K	$158.1K	−$11.1K (−6.5%)

New holders (2)

Institutions that held Morgan Stanley at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to MS.PE in Q2 2025
Institution	Shares	Value	% of portfolio
NBC Securities, Inc.	1,028	$25.0K	0.00%
Financial Gravity Companies, Inc.	132	$3.33K	0.00%

Sold out (2)

Institutions that held Morgan Stanley at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of MS.PE in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Vermillion Wealth Management, Inc.	1,371	$34.4K
Studio Investment Management LLC	45	$1.15K