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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 5,496 | $774.3K | 0.45% | +6+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 5,508 | $775.9K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,570 | $784.6K | 0.20% | +2,092+60.1% | Added |
| Clear Harbor Asset Management, LLC | 5,576 | $785.4K | 0.06% | +1,705+44.0% | Added |
| Raleigh Capital Management Inc. | 5,583 | $786.4K | 0.33% | +188+3.5% | Added |
| Wrapmanager Inc | 5,584 | $786.6K | 0.19% | −208−3.6% | Reduced |
| ICONIQ Capital, LLC | 5,596 | $788.3K | 0.01% | +138+2.5% | Added |
| Destination Wealth Management | 5,625 | $792.3K | 0.02% | +139+2.5% | Added |
| Sippican Capital Advisors | 5,645 | $795.2K | 0.58% | −150−2.6% | Reduced |
| Evernest Financial Advisors, LLC | 5,650 | $795.9K | 0.26% | +873+18.3% | Added |
| Daymark Wealth Partners, LLC | 5,655 | $796.6K | 0.03% | +303+5.7% | Added |
| Curbstone Financial Management Corp | 5,676 | $799.5K | 0.16% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,699 | $802.8K | 0.11% | +393+7.4% | Added |
| Financial Advisors, LLC | 5,706 | $803.8K | 0.15% | +230+4.2% | Added |
| Beacon Financial Group | 5,709 | $804.2K | 0.08% | −253−4.2% | Reduced |
| Mechanics Bank Trust Department | 5,731 | $807.3K | 0.12% | +31+0.5% | Added |
| Rogco, LP | 5,744 | $809.1K | 0.30% | +620+12.1% | Added |
| Kathmere Capital Management, LLC | 5,751 | $810.1K | 0.06% | +2,685+87.6% | Added |
| Ci Investments Inc. | 5,754 | $811.0K | 0.00% | −38,357−87.0% | Reduced |
| Ocean Capital Management, LLC | 5,758 | $811.1K | 0.18% | +4+0.1% | Added |
| Nations Financial Group Inc, | 5,762 | $811.7K | 0.06% | +28+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $811.9K | 0.20% | −325−5.3% | Reduced |
| TriaGen Wealth Management LLC | 5,771 | $812.9K | 0.25% | +3+0.1% | Added |
| Diversify Wealth Management, LLC | 5,528 | $814.2K | 0.05% | −411−6.9% | Reduced |
| Angeles Wealth Management, LLC | 5,782 | $814.5K | 0.06% | +817+16.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,798 | $816.7K | 0.06% | −565−8.9% | Reduced |
| HBK Sorce Advisory LLC | 5,809 | $818.2K | 0.02% | −131−2.2% | Reduced |
| Wealth Alliance | 5,809 | $818.3K | 0.09% | −116−2.0% | Reduced |
| Lee Danner & Bass Inc | 5,827 | $820.8K | 0.06% | −787−11.9% | Reduced |
| Morningstar Investment Management LLC | 5,834 | $822.0K | 0.07% | +5,834 | New |
| Nicholas Hoffman & Company, LLC. | 5,897 | $830.7K | 0.02% | +344+6.2% | Added |
| Welch & Forbes LLC | 5,898 | $830.8K | 0.01% | −313−5.0% | Reduced |
| Sunbelt Securities, Inc. | 6,617 | $831.9K | 0.07% | +842+14.6% | Added |
| Adirondack Trust Co | 5,911 | $832.6K | 0.30% | +596+11.2% | Added |
| Landscape Capital Management, L.L.C. | 5,931 | $835.4K | 0.07% | +5,931 | New |
| Berger Financial Group, Inc | 5,967 | $840.5K | 0.05% | −137−2.2% | Reduced |
| Quest Partners LLC | 5,969 | $840.8K | 0.08% | −1,963−24.7% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $845.2K | 0.13% | 00.0% | Unchanged |
| Clifford Group, LLC | 6,002 | $845.4K | 0.69% | −61−1.0% | Reduced |
| Childress Capital Advisors, LLC | 6,018 | $847.7K | 0.21% | +894+17.4% | Added |
| SlateStone Wealth, LLC | 6,081 | $857.0K | 0.08% | +946+18.4% | Added |
| LVW Advisors, LLC | 6,093 | $858.3K | 0.10% | −2,891−32.2% | Reduced |
| LM Advisors LLC | 6,104 | $860.0K | 0.11% | +365+6.4% | Added |
| Ausdal Financial Partners, Inc. | 6,108 | $860.4K | 0.06% | −1,804−22.8% | Reduced |
| Alta Advisers Ltd | 6,115 | $861.4K | 0.31% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,119 | $861.9K | 0.32% | −78−1.3% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $862.8K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,128 | $863.2K | 0.08% | +2,285+59.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,154 | $866.9K | 0.10% | +6,154 | New |
| Rehmann Capital Advisory Group | 6,158 | $867.5K | 0.05% | +493+8.7% | Added |
| Legacy Financial Advisors, Inc. | 6,160 | $867.6K | 0.14% | +154+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 6,200 | $873.3K | 0.20% | 00.0% | Unchanged |
| 111 Capital | 6,224 | $876.7K | 0.15% | −4,347−41.1% | Reduced |
| Atom Investors LP | 6,234 | $878.1K | 0.08% | +6,234 | New |
| Chicago Wealth Management, Inc. | 6,243 | $879.4K | 0.42% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 6,252 | $880.7K | 0.00% | +473+8.2% | Added |
| Affinity Investment Advisors, LLC | 6,278 | $884.3K | 0.67% | −460−6.8% | Reduced |
| Bridgewater Advisors Inc. | 6,213 | $892.0K | 0.07% | +104+1.7% | Added |
| Cornercap Investment Counsel Inc | 6,363 | $896.3K | 0.47% | −148−2.3% | Reduced |
| Zhang Financial LLC | 6,363 | $896.3K | 0.04% | +3,053+92.2% | Added |
| Somerville Kurt F | 6,375 | $898.0K | 0.15% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,385 | $899.3K | 0.05% | −20.0% | Reduced |
| Davis R M Inc | 6,419 | $904.2K | 0.02% | +91+1.4% | Added |
| Strategic Blueprint, LLC | 6,442 | $907.4K | 0.04% | −146−2.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 6,456 | $909.4K | 0.06% | +1,037+19.1% | Added |
| Mechanics Financial Corp | 6,481 | $912.9K | 0.39% | −1,307−16.8% | Reduced |
| Carlson Capital L P | 6,500 | $915.6K | 0.52% | +6,500 | New |
| PDS Planning, Inc | 6,543 | $921.6K | 0.07% | +462+7.6% | Added |
| Mindset Wealth Management, LLC | 6,555 | $923.4K | 0.30% | +59+0.9% | Added |
| Harbor Advisors LLC | 6,608 | $930.8K | 0.15% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $931.9K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,638 | $935.0K | 0.04% | +262+4.1% | Added |
| Personal Cfo Solutions, LLC | 6,653 | $937.1K | 0.17% | +9+0.1% | Added |
| Hills Bank & Trust Co | 6,661 | $938.3K | 0.06% | −126−1.9% | Reduced |
| Triad Wealth Partners, LLC | 6,679 | $940.8K | 0.19% | −50−0.7% | Reduced |
| CMT Capital Markets Trading GmbH | 6,682 | $941.0K | 0.45% | −838−11.1% | Reduced |
| Robotti Robert | 6,715 | $945.9K | 0.18% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,715 | $946.0K | 0.47% | −342−4.8% | Reduced |
| Canton Hathaway, LLC | 6,725 | $947.0K | 0.19% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,735 | $948.7K | 0.26% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,757 | $951.8K | 0.10% | −8,388−55.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,813 | $959.7K | 0.08% | −128−1.8% | Reduced |
| CWA Asset Management Group, LLC | 6,867 | $967.3K | 0.04% | +1,246+22.2% | Added |
| IHT Wealth Management, LLC | 6,873 | $968.1K | 0.03% | +128+1.9% | Added |
| Keel Point, LLC | 6,874 | $968.3K | 0.06% | +976+16.5% | Added |
| Essex Financial Services, Inc. | 6,903 | $972.3K | 0.06% | +1,603+30.2% | Added |
| Los Angeles Capital Management LLC | 6,906 | $972.8K | 0.00% | −89,561−92.8% | Reduced |
| Bank of Jackson Hole Trust | 6,918 | $974.5K | 0.55% | −1,284−15.7% | Reduced |
| Pacitti Group Inc. | 6,944 | $978.1K | 0.42% | +333+5.0% | Added |
| Cidel Asset Management Inc | 6,961 | $980.5K | 0.06% | −276−3.8% | Reduced |
| Empire Financial Management Company, LLC | 6,962 | $980.7K | 0.28% | +195+2.9% | Added |
| Independent Investors Inc | 6,983 | $983.6K | 0.21% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,994 | $985.1K | 0.08% | +792+12.8% | Added |
| North Star Investment Management Corp. | 7,004 | $986.6K | 0.07% | −200−2.8% | Reduced |
| Gibbs Wealth Management | 7,009 | $987.3K | 0.19% | +1,392+24.8% | Added |
| Sather Financial Group Inc | 7,024 | $989.4K | 0.06% | +7,024 | New |
| Johnson Investment Counsel Inc | 7,046 | $992.4K | 0.01% | +410+6.2% | Added |
| Rothschild Investment LLC | 7,051 | $993.2K | 0.06% | −39−0.6% | Reduced |
| Jmac Enterprises LLC | 7,100 | $1.00M | 0.21% | +400+6.0% | Added |
| Csenge Advisory Group | 7,856 | $1.01M | 0.05% | +136+1.8% | Added |