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 $281.9B 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, Q2 2025
Institutional positions in Morgan Stanley as of Jun 30, 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
- 2,209
- +132 vs. Q1 2025
- Shares held
- 1.35B
- −9.93M (−0.7%) vs. Q1 2025
- Total value
- $190.6B
- +$31.7B (+20.0%) vs. Q1 2025
- New holders
- 249
- 895 more added
- Sold out
- 117
- 772 more reduced
27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $281.9B |
| Q1 2026 | 2,514 | $218.2B |
| Q4 2025 | 2,533 | $240.8B |
| Q3 2025 | 2,266 | $217.9B |
| Q2 2025 | 2,209 | $192.0B |
| Q1 2025 | 2,104 | $159.9B |
| Q4 2024 | 2,118 | $171.1B |
| Q3 2024 | 1,875 | $145.4B |
| Q2 2024 | 1,829 | $136.2B |
| Q1 2024 | 1,799 | $133.9B |
| Q4 2023 | 1,761 | $134.7B |
| Q3 2023 | 1,671 | $113.1B |
| Q2 2023 | 1,689 | $119.2B |
| Q1 2023 | 1,674 | $127.0B |
| Q4 2022 | 1,682 | $120.9B |
| Q3 2022 | 1,586 | $113.4B |
| Q2 2022 | 1,607 | $109.7B |
| Q1 2022 | 1,673 | $129.1B |
| Q4 2021 | 1,716 | $147.6B |
| Q3 2021 | 1,592 | $148.8B |
| Q2 2021 | 1,550 | $144.0B |
| Q1 2021 | 1,516 | $123.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $53.1B | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 119,123,487 | $16.8B | 0.27% | +1,354,142+1.1% | Added |
| State Street Corp | 104,124,618 | $14.7B | 0.55% | −3,021,615−2.8% | Reduced |
| BlackRock, Inc. | 95,012,109 | $13.4B | 0.26% | −1,226,243−1.3% | Reduced |
| JPMorgan Chase & Co | 39,158,809 | $5.52B | 0.38% | +579,045+1.5% | Added |
| Capital International Investors | 27,153,727 | $3.82B | 0.66% | +169,621+0.6% | Added |
| Geode Capital Management, LLC | 26,633,092 | $3.74B | 0.26% | −29,297−0.1% | Reduced |
| Fisher Asset Management, LLC | 24,045,186 | $3.39B | 1.34% | +749,150+3.2% | Added |
| FMR LLC | 20,823,553 | $2.93B | 0.17% | −2,704,842−11.5% | Reduced |
| Capital Research Global Investors | 19,384,370 | $2.73B | 0.55% | −578,058−2.9% | Reduced |
| Wellington Management Group LLP | 19,124,172 | $2.69B | 0.49% | −180,871−0.9% | Reduced |
| Bank of America Corp | 17,074,635 | $2.41B | 0.19% | −4,033,904−19.1% | Reduced |
| Norges Bank | 15,865,987 | $2.23B | 0.28% | +550,528+3.6% | Added |
| Goldman Sachs Group Inc | 15,771,472 | $2.22B | 0.36% | −806,044−4.9% | Reduced |
| Massachusetts Financial Services Co | 13,714,110 | $1.93B | 0.61% | −2,591,994−15.9% | Reduced |
| Northern Trust Corp | 13,703,501 | $1.93B | 0.27% | −103,652−0.8% | Reduced |
| Ameriprise Financial Inc | 13,438,530 | $1.89B | 0.47% | +374,711+2.9% | Added |
| Price T Rowe Associates Inc | 12,223,738 | $1.72B | 0.20% | +903,590+8.0% | Added |
| UBS Asset Management Americas Inc | 11,190,724 | $1.58B | 0.32% | +1,537,814+15.9% | Added |
| UBS Group AG | 11,121,603 | $1.57B | 0.33% | −1,005,119−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 10,980,120 | $1.55B | 0.27% | +28,420+0.3% | Added |
| Franklin Resources Inc | 9,623,305 | $1.36B | 0.36% | +1,476,372+18.1% | Added |
| Schroder Investment Management Group | 9,357,200 | $1.32B | 1.11% | +1,776,544+23.4% | Added |
| Royal Bank of Canada | 9,341,223 | $1.32B | 0.26% | −46,681−0.5% | Reduced |
| Invesco Ltd. | 8,834,557 | $1.24B | 0.21% | −125,197−1.4% | Reduced |
| Bank of New York Mellon Corp | 8,733,818 | $1.23B | 0.23% | +1,062,996+13.9% | Added |
| Legal & General Group Plc | 8,136,401 | $1.15B | 0.28% | −75,162−0.9% | Reduced |
| Dimensional Fund Advisors LP | 8,023,833 | $1.13B | 0.26% | −13,508−0.2% | Reduced |
| Bank of Montreal | 6,402,618 | $901.9M | 0.45% | +816,046+14.6% | Added |
| Morgan Stanley | 6,016,114 | $847.4M | 0.06% | −134,851−2.2% | Reduced |
| Amundi | 5,843,655 | $815.2M | 0.28% | +643,591+12.4% | Added |
| Capital World Investors | 5,643,069 | $794.9M | 0.12% | +23,673+0.4% | Added |
| Nuveen, LLC | 5,493,015 | $773.7M | 0.21% | −1,085,424−16.5% | Reduced |
| Janus Henderson Group PLC | 5,469,124 | $770.3M | 0.38% | +429,550+8.5% | Added |
| Manufacturers Life Insurance Company, The | 4,667,050 | $657.4M | 0.59% | −2,314,332−33.2% | Reduced |
| Deutsche Bank AG | 4,584,245 | $645.7M | 0.24% | +174,906+4.0% | Added |
| Alphinity Investment Management Pty Ltd | 4,171,730 | $587.6M | 5.03% | −1,176,743−22.0% | Reduced |
| Wells Fargo & Company | 4,107,018 | $578.5M | 0.13% | −23,266−0.6% | Reduced |
| Principal Financial Group Inc | 4,021,051 | $566.4M | 0.30% | −48,216−1.2% | Reduced |
| Boston Partners | 3,867,159 | $544.7M | 0.60% | +11,861+0.3% | Added |
| Citadel Advisors LLC | 3,853,351 | $542.8M | 0.47% | +2,120,617+122.4% | Added |
| Voya Investment Management LLC | 3,470,112 | $488.8M | 0.49% | −322,224−8.5% | Reduced |
| HSBC Holdings PLC | 3,370,723 | $474.2M | 0.30% | −307,212−8.4% | Reduced |
| Axiom Investors LLC | 3,259,245 | $459.1M | 3.77% | +147,266+4.7% | Added |
| Barclays PLC | 3,072,419 | $432.8M | 0.17% | −2,938,425−48.9% | Reduced |
| Envestnet Asset Management Inc | 3,048,457 | $429.4M | 0.13% | +101,773+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,839,512 | $400.0M | 0.25% | −151,410−5.1% | Reduced |
| Citigroup Inc | 2,661,035 | $374.8M | 0.26% | −25,596−1.0% | Reduced |
| National Pension Service | 2,592,686 | $365.2M | 0.32% | +192,702+8.0% | Added |
| Alliancebernstein L.P. | 2,587,544 | $364.5M | 0.12% | −37,455−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,317,323 | $326.4M | 0.26% | +163,980+7.6% | Added |
| Lord, Abbett & Co. LLC | 2,295,379 | $323.3M | 1.04% | +438,917+23.6% | Added |
| Neuberger Berman Group LLC | 2,293,334 | $323.0M | 0.25% | +287,671+14.3% | Added |
| Rhumbline Advisers | 2,264,771 | $319.0M | 0.27% | −48,044−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,253,747 | $317.5M | 0.20% | +2,113+0.1% | Added |
| Raymond James Financial Inc | 2,247,993 | $316.7M | 0.11% | −200,450−8.2% | Reduced |
| Canada Pension Plan Investment Board | 2,223,850 | $313.3M | 0.27% | −31,500−1.4% | Reduced |
| FIL Ltd | 2,152,901 | $303.3M | 0.26% | +522,678+32.1% | Added |
| Marshall Wace, LLP | 2,092,341 | $294.7M | 0.35% | +1,793,774+600.8% | Added |
| California Public Employees Retirement System | 2,047,882 | $288.5M | 0.18% | −660,607−24.4% | Reduced |
| LPL Financial LLC | 2,017,525 | $284.2M | 0.09% | +87,548+4.5% | Added |
| Ensign Peak Advisors, Inc | 1,995,635 | $281.1M | 0.48% | −440,871−18.1% | Reduced |
| Federated Hermes, Inc. | 1,970,570 | $277.6M | 0.52% | −234,173−10.6% | Reduced |
| California State Teachers Retirement System | 1,855,318 | $261.3M | 0.29% | −6,583−0.4% | Reduced |
| Fayez Sarofim & Co | 1,844,057 | $259.8M | 0.62% | −186,386−9.2% | Reduced |
| Public Employees Retirement Association of Colorado | 1,834,801 | $258.4M | 1.00% | −44,333−2.4% | Reduced |
| KBC Group NV | 1,799,625 | $253.5M | 0.68% | +1,317,905+273.6% | Added |
| BNP Paribas Arbitrage, SA | 1,797,450 | $253.2M | 0.20% | −527,338−22.7% | Reduced |
| Squarepoint Ops LLC | 1,679,297 | $236.5M | 0.52% | +1,481,781+750.2% | Added |
| Allianz Asset Management GmbH | 1,645,224 | $231.7M | 0.31% | −501,443−23.4% | Reduced |
| Cullen Capital Management LLC | 1,636,014 | $230.4M | 2.62% | −26,585−1.6% | Reduced |
| Stifel Financial Corp | 1,604,613 | $226.0M | 0.22% | −14,608−0.9% | Reduced |
| Hamlin Capital Management, LLC | 1,528,105 | $215.2M | 4.98% | +12,825+0.8% | Added |
| Fifth Third Bancorp | 1,513,135 | $213.1M | 0.74% | −1,306−0.1% | Reduced |
| New York State Common Retirement Fund | 1,512,664 | $213.1M | 0.28% | −11,539−0.8% | Reduced |
| HighTower Advisors, LLC | 1,464,109 | $202.9M | 0.25% | +70,568+5.1% | Added |
| Bessemer Group Inc | 1,409,071 | $198.5M | 0.32% | −60,522−4.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,356,355 | $191.1M | 0.12% | +1,349,760+20,466.4% | Added |
| Macquarie Group Ltd | 1,350,320 | $190.2M | 0.23% | −42,031−3.0% | Reduced |
| Evercore Wealth Management, LLC | 1,261,942 | $177.8M | 2.76% | +19,944+1.6% | Added |
| CI Private Wealth, LLC | 1,255,179 | $176.8M | 0.24% | −2,659−0.2% | Reduced |
| Focused Investors LLC | 1,249,900 | $176.1M | 5.76% | −27,100−2.1% | Reduced |
| Great West Life Assurance Co | 1,236,150 | $174.3M | 0.28% | +2,594+0.2% | Added |
| Balyasny Asset Management LLC | 1,231,064 | $173.4M | 0.39% | +1,150,600+1,430.0% | Added |
| Rokos Capital Management LLP | 1,230,466 | $173.3M | 2.90% | +40,237+3.4% | Added |
| National Bank of Canada | 1,215,126 | $171.2M | 0.18% | +43,198+3.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,186,683 | $167.2M | 0.30% | −17,262−1.4% | Reduced |
| Qube Research & Technologies Ltd | 1,180,424 | $166.3M | 0.23% | −509,058−30.1% | Reduced |
| Commerce Bank | 1,175,100 | $165.5M | 0.98% | −12,831−1.1% | Reduced |
| Standard Life Aberdeen plc | 1,146,379 | $160.9M | 0.27% | +88,022+8.3% | Added |
| State Board of Administration of Florida Retirement System | 1,136,149 | $160.0M | 0.28% | +15,160+1.4% | Added |
| American Century Companies Inc | 1,095,548 | $154.3M | 0.08% | −831,977−43.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,085,434 | $152.9M | 0.26% | +7,000+0.6% | Added |
| Prudential Financial Inc | 1,081,545 | $152.3M | 0.20% | −531,474−32.9% | Reduced |
| Natixis Advisors, L.P. | 1,078,625 | $151.9M | 0.24% | +18,006+1.7% | Added |
| New York State Teachers Retirement System | 1,065,312 | $150.1M | 0.31% | −79,313−6.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 982,218 | $141.6M | 0.23% | +12,298+1.3% | Added |
| Victory Capital Management Inc | 996,216 | $140.5M | 0.09% | +216,393+27.7% | Added |
| Korea Investment CORP | 945,678 | $133.2M | 0.30% | −101,357−9.7% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $132.6M | 0.62% | +357,000+61.0% | Added |