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
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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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, 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 |
|---|---|---|---|---|---|
| United Bank | 4,500 | $633.9K | 0.08% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,500 | $633.9K | 0.23% | +477+11.9% | Added |
| Smithfield Trust Co | 4,524 | $635.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,515 | $636.0K | 0.25% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,520 | $636.7K | 0.24% | +31+0.7% | Added |
| Sovereign Financial Group, Inc. | 4,525 | $637.4K | 0.13% | +4,525 | New |
| Bell & Brown Wealth Advisors, LLC | 4,528 | $637.8K | 0.23% | +23+0.5% | Added |
| Autumn Glory Partners, LLC | 4,535 | $638.8K | 0.30% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,550 | $640.9K | 0.14% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,556 | $642.0K | 0.02% | +2,560+128.3% | Added |
| Flagship Harbor Advisors, LLC | 4,567 | $643.2K | 0.03% | +87+1.9% | Added |
| Mosaic Family Wealth Partners, LLC | 4,586 | $646.0K | 0.08% | +43+0.9% | Added |
| Insight 2811, Inc. | 4,596 | $647.4K | 0.31% | −15−0.3% | Reduced |
| Apriem Advisors | 4,620 | $650.9K | 0.07% | +380+9.0% | Added |
| Integrated Investment Consultants, LLC | 4,631 | $652.3K | 0.13% | +2,734+144.1% | Added |
| Roundview Capital LLC | 4,645 | $654.3K | 0.04% | +310+7.2% | Added |
| Fortem Financial Group, LLC | 4,648 | $654.7K | 0.21% | −10−0.2% | Reduced |
| Arcataur Capital Management LLC | 4,649 | $654.9K | 0.20% | +22+0.5% | Added |
| Perennial Investment Advisors, LLC | 4,664 | $656.9K | 0.06% | −1,163−20.0% | Reduced |
| Willner & Heller, LLC | 4,665 | $657.2K | 0.55% | +32+0.7% | Added |
| DT Investment Partners, LLC | 4,672 | $658.1K | 0.06% | 00.0% | Unchanged |
| YANKCOM Partnership | 4,715 | $664.2K | 0.32% | +728+18.3% | Added |
| Connecticut Wealth Management, LLC | 4,721 | $665.1K | 0.03% | −29−0.6% | Reduced |
| Ledyard National Bank | 4,722 | $665.1K | 0.06% | +131+2.9% | Added |
| Souders Financial Advisors | 4,731 | $666.4K | 0.08% | +712+17.7% | Added |
| Copley Financial Group, Inc. | 4,761 | $670.6K | 0.50% | −504−9.6% | Reduced |
| Texas Bank & Trust Co | 4,784 | $673.9K | 0.27% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 4,789 | $674.0K | 0.25% | +1,045+27.9% | Added |
| First Foundation Advisors | 4,786 | $674.1K | 0.02% | −750−13.5% | Reduced |
| Orca Investment Management, LLC | 4,793 | $675.1K | 0.61% | −6−0.1% | Reduced |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,812 | $677.8K | 0.08% | −543−10.1% | Reduced |
| Baker Avenue Asset Management, LP | 4,819 | $678.8K | 0.02% | +658+15.8% | Added |
| Intrua Financial, LLC | 4,840 | $681.7K | 0.10% | −659−12.0% | Reduced |
| Inscription Capital, LLC | 4,861 | $684.7K | 0.10% | −2,017−29.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $685.1K | 0.00% | 00.0% | Unchanged |
| First County Bank | 4,884 | $688.0K | 0.37% | −184−3.6% | Reduced |
| Boston Private Wealth LLC | 4,902 | $690.5K | 0.04% | +4,902 | New |
| Lebenthal Global Advisors, LLC | 4,930 | $694.5K | 0.13% | +199+4.2% | Added |
| Register Financial Advisors LLC | 4,932 | $694.7K | 0.30% | +86+1.8% | Added |
| Peoples Bank | 4,945 | $696.6K | 0.43% | +250+5.3% | Added |
| Coign Capital Advisors LLC | 4,949 | $697.1K | 0.47% | +97+2.0% | Added |
| Lazari Capital Management, Inc. | 4,978 | $701.2K | 0.26% | −469−8.6% | Reduced |
| De Lisle Partners LLP | 5,000 | $704.3K | 0.10% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 5,000 | $704.3K | 0.10% | +400+8.7% | Added |
| Pinnacle Bancorp, Inc. | 5,022 | $707.4K | 0.22% | +75+1.5% | Added |
| BKD Wealth Advisors, LLC | 5,031 | $708.7K | 0.02% | −77−1.5% | Reduced |
| Evexia Wealth LLC | 5,044 | $710.3K | 0.22% | −863−14.6% | Reduced |
| Cooper Financial Group | 5,049 | $711.2K | 0.08% | +22+0.4% | Added |
| Legacy Capital Group California, Inc. | 5,051 | $711.5K | 0.20% | −194−3.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $711.8K | 0.81% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,054 | $712.0K | 0.06% | +270+5.6% | Added |
| Anchor Investment Management, LLC | 5,062 | $713.0K | 0.06% | −949−15.8% | Reduced |
| First Dallas Securities Inc. | 5,062 | $713.0K | 0.28% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,063 | $713.2K | 0.02% | −1,748−25.7% | Reduced |
| Wealth Effects LLC | 5,075 | $714.9K | 0.27% | −100−1.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,082 | $715.8K | 0.02% | +1,110+27.9% | Added |
| Strategic Financial Services, Inc, | 5,082 | $715.9K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,085 | $716.3K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 5,094 | $717.5K | 0.08% | +537+11.8% | Added |
| Addison Advisors LLC | 5,094 | $717.5K | 0.18% | +44+0.9% | Added |
| Argus Investors' Counsel, Inc. | 5,100 | $718.4K | 0.51% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,127 | $722.2K | 0.11% | −33−0.6% | Reduced |
| Empower Advisory Group, LLC | 5,132 | $722.9K | 0.00% | +617+13.7% | Added |
| Bell Bank | 5,133 | $723.0K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,140 | $724.0K | 0.20% | −391−7.1% | Reduced |
| Gibraltar Capital Management, Inc. | 5,146 | $724.9K | 0.14% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,150 | $725.4K | 0.60% | +5,150 | New |
| Woodmont Investment Counsel LLC | 5,151 | $725.6K | 0.05% | +66+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,159 | $726.7K | 0.06% | +5,159 | New |
| Hennion & Walsh Asset Management, Inc. | 5,160 | $726.8K | 0.03% | −5,051−49.5% | Reduced |
| SGL Investment Advisors, Inc. | 5,204 | $734.4K | 0.35% | +2,659+104.5% | Added |
| Baron Wealth Management LLC | 5,216 | $734.7K | 0.26% | +406+8.4% | Added |
| Breed's Hill Capital LLC | 5,217 | $734.9K | 0.35% | +21+0.4% | Added |
| AdvisorNet Financial, Inc | 5,221 | $735.5K | 0.05% | −119−2.2% | Reduced |
| Canopy Partners, LLC | 5,224 | $735.9K | 0.27% | −202−3.7% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,230 | $736.7K | 0.62% | +2,509+92.2% | Added |
| Integris Wealth Management, LLC | 5,231 | $736.8K | 0.19% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 5,257 | $740.5K | 0.11% | +10.0% | Added |
| GeoWealth Management, LLC | 5,292 | $745.4K | 0.03% | −925−14.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,293 | $745.4K | 0.07% | −238−4.3% | Reduced |
| AlphaStar Capital Management, LLC | 5,297 | $746.1K | 0.05% | +5,297 | New |
| Two Sigma Securities, LLC | 5,310 | $748.0K | 0.09% | −1,867−26.0% | Reduced |
| Northern Financial Advisors Inc | 5,327 | $750.4K | 0.56% | +91+1.7% | Added |
| Perpetual Ltd | 5,330 | $750.8K | 0.01% | −1,954−26.8% | Reduced |
| 1832 Asset Management L.P. | 5,336 | $751.6K | 0.00% | +90+1.7% | Added |
| Soltis Investment Advisors LLC | 5,348 | $753.3K | 0.06% | +2,094+64.4% | Added |
| Robertson Stephens Wealth Management, LLC | 5,359 | $754.9K | 0.03% | +16+0.3% | Added |
| Atlantic Union Bankshares Corp | 5,360 | $754.9K | 0.02% | +2,412+81.8% | Added |
| Bank of New Hampshire | 5,368 | $756.1K | 0.19% | −510−8.7% | Reduced |
| One Capital Management, LLC | 5,371 | $756.6K | 0.03% | +1,427+36.2% | Added |
| Chase Investment Counsel Corp | 5,398 | $760.0K | 0.24% | −134−2.4% | Reduced |
| Arbor Investment Advisors, LLC | 5,398 | $760.3K | 0.10% | +3+0.1% | Added |
| Bearing Point Capital, LLC | 5,407 | $761.6K | 0.14% | −196−3.5% | Reduced |
| Johnson & White Wealth Management, LLC | 5,428 | $765.0K | 0.39% | +581+12.0% | Added |
| Heritage Wealth Advisors | 5,431 | $765.1K | 0.04% | +5+0.1% | Added |
| Barlow Wealth Partners, Inc. | 5,364 | $766.3K | 0.09% | −100−1.8% | Reduced |
| Nichols & Pratt Advisers LLP | 5,445 | $767.0K | 0.05% | +3,500+179.9% | Added |
| Red Lighthouse Investment Management, LLC | 5,454 | $768.3K | 0.29% | −548−9.1% | Reduced |
| L2 Asset Management, LLC | 5,471 | $770.6K | 0.13% | +266+5.1% | Added |