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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

Q2 2025 vs. Q1 2025

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

All holders in Q2 2025All holders in Q1 2025

13F holders of MS: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,104272,209+132
Shares1.37B1.53M1.35B−9.93M (−0.7%)
Value$159.1B$178.5M$190.6B+$31.7B (+20.0%)

27 institutions 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 (249)

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

Showing the largest 100 of 249 by value.

Institutions new to MS in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB889,963$125.4M0.14%
Capitolis Liquid Global Markets LLC860,000$121.1M0.89%
RBF Capital, LLC810,432$114.2M5.65%
Teewinot Capital Advisers, L.L.C.467,334$65.8M5.41%
ExodusPoint Capital Management, LP218,280$30.7M0.37%
Freestone Grove Partners LP215,430$30.3M0.23%
Picton Mahoney Asset Management175,628$24.7M0.35%
HRT Financial LP152,061$21.4M0.09%
Glenmede Investment Management, LP145,155$20.4M0.10%
Midwest Trust Co137,482$19.4M0.27%
Quadrature Capital Ltd104,915$14.8M0.25%
GW Henssler & Associates Ltd103,485$14.6M0.78%
Lighthouse Investment Partners, LLC98,586$13.9M0.60%
Mizuho Securities USA LLC85,378$12.0M0.26%
Interval Partners, LP69,948$9.85M0.23%
FJ Capital Management LLC57,696$8.13M0.86%
Strategic Planning Group, LLC54,032$7.61M1.24%
Barometer Capital Management Inc.53,977$7.55M2.09%
UBS Oconnor LLC50,000$7.04M0.19%
Vise Technologies, Inc.44,949$6.33M0.26%
Point72 Asset Management, L.P.42,168$5.94M0.01%
Wetherby Asset Management Inc37,613$5.30M0.24%
Canada Post Corp Registered Pension Plan36,013$5.07M0.30%
Abc Arbitrage SA32,046$4.51M0.52%
Stenger Family Office, LLC28,970$4.20M1.10%
Jump Financial, LLC24,867$3.50M0.04%
Global Retirement Partners, LLC23,649$3.33M0.08%
Summit Trail Advisors, LLC23,567$3.32M0.06%
MASTERINVEST Kapitalanlage GmbH23,247$3.27M0.34%
Catalytic Wealth RIA, LLC21,640$3.05M0.25%
Rydar Equities, Inc.19,357$2.73M2.15%
Fulcrum Asset Management LLP18,564$2.61M0.75%
Susquehanna Portfolio Strategies, LLC16,500$2.32M0.05%
Point72 Asia (Singapore) Pte. Ltd.15,395$2.17M0.39%
LOM Asset Management Ltd14,536$2.05M0.69%
Huntleigh Advisors, Inc.14,087$1.98M0.38%
Absolute Gestao de Investimentos Ltda.12,900$1.82M0.59%
Bayesian Capital Management, LP12,400$1.75M0.28%
MMBG Investment Advisors Co.12,065$1.70M0.17%
BCS Private Wealth Management, Inc.11,947$1.68M0.63%
Two Sigma Advisers, LP11,736$1.65M0.00%
North Dallas Bank & Trust Co11,698$1.65M1.25%
Phoenix Holdings Ltd.11,208$1.55M0.02%
Neo Ivy Capital Management10,430$1.47M0.47%
Constant Guidance Financial LLC9,780$1.37M1.38%
Scott Marsh Financial, LLC9,596$1.35M0.50%
Ibex Wealth Advisors9,281$1.31M0.14%
Qsemble Capital Management, LP9,129$1.29M0.12%
OV Management LLC8,532$1.20M1.01%
Farringdon Capital, Ltd.8,380$1.18M0.40%
Northwest & Ethical Investments L.P.8,100$1.14M0.03%
FNY Investment Advisers, LLC7,633$1.07M0.46%
Polar Asset Management Partners Inc.7,600$1.07M0.03%
Blueshift Asset Management, LLC7,179$1.01M0.31%
Sather Financial Group Inc7,024$989.4K0.06%
Carlson Capital L P6,500$915.6K0.52%
Atom Investors LP6,234$878.1K0.08%
Turtle Creek Wealth Advisors, LLC6,154$866.9K0.10%
Landscape Capital Management, L.L.C.5,931$835.4K0.07%
Morningstar Investment Management LLC5,834$822.0K0.07%
AlphaStar Capital Management, LLC5,297$746.1K0.05%
Strategic Wealth Partners, Ltd.5,159$726.7K0.06%
Palacios Wealth Management, LLC5,150$725.4K0.60%
Boston Private Wealth LLC4,902$690.5K0.04%
Sovereign Financial Group, Inc.4,525$637.4K0.13%
Coastal Bridge Advisors, LLC4,430$624.0K0.05%
Cantor Fitzgerald, L. P.4,389$618.2K0.02%
Fox Run Management, L.L.C.4,380$617.0K0.10%
Red Door Wealth Management, LLC4,269$601.3K0.07%
Burling Wealth Partners, LLC4,030$567.7K0.10%
Alpha Family Trust4,025$567.0K0.28%
Exane Asset Management3,291$544.0K0.21%
Point72 Hong Kong Ltd3,376$475.5K0.03%
Viawealth, LLC3,241$456.5K0.27%
Brookwood Investment Group LLC3,221$453.7K0.07%
Prelude Capital Management, LLC3,012$424.3K0.04%
Tactive Advisors, LLC3,012$424.3K0.14%
Fortress Private Ledger, LLC2,945$414.9K0.19%
Vicus Capital2,875$405.0K0.03%
Laffer Tengler Investments2,807$395.4K0.07%
Summit Wealth & Retirement Planning, Inc.2,800$394.4K0.11%
Spartan Planning & Wealth Management2,779$391.5K0.34%
Charter Capital Management, LLC2,735$385.3K0.23%
National Wealth Management Group, LLC2,712$382.0K0.21%
Waterloo Capital, L.P.2,646$372.7K0.03%
Root Financial Partners, LLC2,632$370.7K0.04%
Cove Private Wealth, LLC2,606$367.1K0.13%
Boothbay Fund Management, LLC2,574$362.6K0.01%
Almanack Investment Partners, LLC.2,570$362.0K0.06%
Rational Advisors LLC2,547$358.8K0.04%
Diametric Capital, LP2,449$345.0K0.18%
Foster Group, Inc.2,434$342.9K0.01%
Sig Brokerage, LP2,419$340.7K0.09%
Harold Davidson & Associates Inc.2,290$322.6K0.21%
Boyd Wealth Management, LLC2,267$319.3K0.14%
First Affirmative Financial Network2,250$317.0K0.16%
Matthew Goff Investment Advisor, LLC2,215$312.1K0.06%
Wall Street Financial Group, Inc.2,208$311.0K0.28%
SPC Financial, Inc.2,187$308.1K0.03%
Baron Silver Stevens Financial Advisors, LLC2,187$308.1K0.05%

Sold out (117)

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

Showing the largest 100 of 117 by value.

Institutions that sold out of MS in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Tredje AP-fonden324,713$37.9M
Parallax Volatility Advisers, L.P.285,901$33.4M
Corebridge Financial, Inc.283,810$33.1M
Natixis256,571$29.5M
Trexquant Investment LP197,791$23.1M
Main Street Research LLC134,444$15.7M
Wolverine Asset Management LLC99,159$11.6M
Financial Counselors Inc93,965$11.0M
PGGM Investments86,640$10.1M
Tradewinds, LLC.61,246$7.15M
Tairen Capital Ltd60,900$7.11M
Premier Fund Managers Ltd60,400$6.96M
FORA Capital, LLC48,250$5.63M
IMC-Chicago, LLC44,741$5.22M
Laurion Capital Management LP33,893$3.95M
Engineers Gate Manager LP31,029$3.62M
Sciencast Management LP31,000$3.62M
Commerzbank Aktiengesellschaft30,583$3.57M
Longbow Finance SA29,358$3.43M
Susquehanna Fundamental Investments, LLC28,800$3.36M
United Services Automobile Association28,503$3.29M
Dock Street Asset Management Inc28,060$3.27M
Bouvel Investment Partners, LLC25,924$2.70M
Stance Capital LLC22,802$2.66M
Stevens Capital Management LP22,607$2.64M
International Assets Investment Management, LLC786,814$2.22M
Maven Securities LTD17,197$2.01M
Alberta Investment Management Corp14,400$1.68M
ISAM Funds (UK) Ltd11,764$1.37M
Worth Asset Management, LLC11,390$1.33M
CenterBook Partners LP10,872$1.27M
Caption Management, LLC10,200$1.19M
Virtu Financial LLC7,890$920.0K
Mark Asset Management LP7,500$875.0K
LexAurum Advisors, LLC7,179$837.5K
Legacy Advisors, LLC7,113$829.9K
Fieldview Capital Management, LLC7,098$828.1K
USA Financial Portformulas Corp6,289$733.7K
Caxton Associates LLP6,039$704.6K
Bridgefront Capital, LLC5,949$694.1K
Readystate Asset Management LP5,760$672.0K
Buckingham Strategic Partners5,544$646.8K
Machina Capital S.A.S.5,403$630.4K
GWN Securities Inc.4,753$610.4K
Hexagon Capital Partners LLC5,218$608.8K
Marex Group plc5,218$608.8K
Campbell & CO Investment Adviser LLC5,105$595.6K
Garda Capital Partners LP4,869$568.1K
Graham Capital Management, L.P.4,649$542.4K
Asahi Life Asset Management Co., Ltd.4,540$529.7K
Hillsdale Investment Management Inc.4,400$513.3K
Integrated Quantitative Investments LLC4,200$490.0K
Jackson Wealth Management, LLC4,060$474.0K
Calton & Associates, Inc.4,040$471.3K
Advisor Resource Council3,896$436.8K
Weiss Asset Management LP3,582$417.9K
XY Capital Ltd3,336$389.2K
Lockheed Martin Investment Management Co3,100$361.7K
Pathway Financial Advisors LLC2,928$341.6K
Oversea-Chinese Banking CORP Ltd2,868$334.6K
Bluefin Capital Management, LLC2,700$315.0K
OmniStar Financial Group, Inc.2,318$272.2K
Capula Management Ltd2,232$260.4K
Maripau Wealth Management LLC2,166$252.7K
Gries Financial LLC2,139$249.6K
Peak Planning Group, LLC2,135$249.1K
Brown Capital Management LLC2,069$241.4K
SMART Wealth LLC2,062$240.6K
Leith Wheeler Investment Counsel Ltd.2,036$237.5K
Bordeaux Wealth Advisors LLC2,014$235.0K
Alexis Investment Partners, LLC1,994$232.6K
Clayton Financial Group LLC1,937$226.0K
Ssi Investment Management LLC1,912$223.1K
Wealth Alliance Advisory Group, LLC1,863$217.4K
Private Advisory Group LLC1,811$211.3K
R Squared Ltd1,787$208.5K
Family Firm, Inc.1,747$203.8K
Global Financial Private Client, LLC1,334$155.6K
West Paces Advisors Inc.1,210$141.2K
Compass Wealth Management LLC1,184$138.1K
PSI Advisors, LLC1,068$124.6K
Carolinas Wealth Consulting LLC1,067$124.5K
Financial Life Planners887$103.5K
Riverview Trust Co841$98.1K
Wayfinding Financial, LLC684$79.0K
Runnymede Capital Advisors, Inc.585$68.3K
Saudi Central Bank475$55.4K
TruNorth Capital Management, LLC367$42.8K
Laurel Wealth Advisors LLC323$37.7K
Stonebridge Financial Group, LLC291$34.0K
Glass Jacobson Investment Advisors llc227$28.6K
Ruedi Wealth Management, Inc.221$25.8K
Bayforest Capital Ltd206$24.0K
Peoples Bank200$23.3K
Cloud Capital Management, LLC203$23.0K
Center for Financial Planning, Inc.150$17.5K
Atala Financial Inc149$17.4K
Capital A Wealth Management, LLC146$17.0K
Financial Avengers, Inc.117$13.7K
NCP Inc.101$11.8K

Not filed for Q2 2025 yet (27)

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 in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A599,154$69.9M
Kodai Capital Management LP223,497$26.1M
Glenmede Trust Co NA144,626$16.9M
Rakuten Investment Management, Inc.112,295$13.0M
Mizuho Securities USA LLC99,078$11.6M
Orion Portfolio Solutions, LLC86,418$10.1M
Spectrum Wealth Counsel, LLC60,420$7.05M
CAPROCK Group, Inc.48,781$5.69M
Roanoke Asset Management Corp40,168$4.69M
Shorepoint Capital Partners LLC35,380$4.13M
Caas Capital Management LP24,235$2.83M
Schechter Investment Advisors, LLC11,001$1.28M
Buffington Mohr McNeal8,765$1.02M
Marcum Wealth, LLC5,513$643.2K
Lindbrook Capital, LLC5,022$585.9K
Cable Hill Partners, LLC4,638$539.6K
Cyrus J. Lawrence, LLC4,330$505.0K
Sheaff Brock Investment Advisors, LLC3,180$371.0K
Callan Capital, LLC3,094$361.0K
Lane & Associates LLC2,680$312.7K
Sandy Spring Bank2,598$303.1K
Monterey Private Wealth, Inc.2,207$257.5K
Vista Wealth Management Group, LLC2,083$243.0K
Sabal Trust CO1,833$213.9K
Davis Capital Management246$28.7K
Noble Wealth Management PBC189$22.1K
Nova Wealth Management, Inc.14$1.63K