Morgan Stanley

MS.PO

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; 6 institutions reported holding it in 13F filings for Q2 2026, worth $562.3K in total; no superinvestor holds it.

Other share classesMS MS.PA MS.PE MS.PF MS.PI MS.PK MS.PL 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.PO: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	6	1	4	−1
Shares	256.6K	15.0K	28.9K	−212.8K (−88.1%)
Value	$4.60M	$269.0K	$502.2K	−$3.83M (−88.4%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

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

Institutions new to MS.PO in Q2 2025
Institution	Shares	Value	% of portfolio
NBC Securities, Inc.	71	$1.00K	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.PO in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Marshall Wace, LLP	200,000	$3.59M
Thurston, Springer, Miller, Herd & Titak, Inc.	750	$13.4K

Not filed for Q2 2025 yet (1)

Institutions that held Morgan Stanley at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS.PO in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Roanoke Asset Management Corp	15,000	$269.0K