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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 7,145 | $1.01M | 0.02% | −6,734−48.5% | Reduced |
| Goldstone Financial Group, LLC | 7,013 | $1.01M | 0.13% | +949+15.6% | Added |
| Blueshift Asset Management, LLC | 7,179 | $1.01M | 0.31% | +7,179 | New |
| BluePath Capital Management, LLC | 7,212 | $1.02M | 0.89% | +720+11.1% | Added |
| Icon Wealth Advisors, LLC | 7,279 | $1.03M | 0.07% | −91−1.2% | Reduced |
| Catalyst Financial Partners LLC | 7,287 | $1.03M | 0.11% | +413+6.0% | Added |
| MidWestOne Financial Group, Inc. | 7,308 | $1.03M | 0.13% | −78−1.1% | Reduced |
| CFS Investment Advisory Services, LLC | 7,336 | $1.03M | 0.08% | +1,253+20.6% | Added |
| David Loasby | 7,428 | $1.03M | 0.09% | +103+1.4% | Added |
| Simplicity Wealth,LLC | 7,352 | $1.04M | 0.04% | +5,612+322.5% | Added |
| South Plains Financial, Inc. | 7,366 | $1.04M | 0.73% | −495−6.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.04M | 0.12% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 7,416 | $1.04M | 0.09% | +271+3.8% | Added |
| Bank of Stockton | 7,437 | $1.05M | 0.31% | +114+1.6% | Added |
| Asset Dedication, LLC | 7,460 | $1.05M | 0.08% | −123−1.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,477 | $1.05M | 0.15% | +23+0.3% | Added |
| Parkside Investments, LLC | 7,500 | $1.06M | 0.14% | −500−6.3% | Reduced |
| Visionary Wealth Advisors | 7,513 | $1.06M | 0.05% | +90+1.2% | Added |
| Westover Capital Advisors, LLC | 7,530 | $1.06M | 0.21% | 00.0% | Unchanged |
| Berkshire Bank | 7,536 | $1.06M | 0.24% | −423−5.3% | Reduced |
| Pictet & Cie (Europe) SA | 7,565 | $1.07M | 0.02% | +1,171+18.3% | Added |
| Mirabella Financial Services LLP | 7,539 | $1.07M | 0.11% | −21,465−74.0% | Reduced |
| Bull Street Advisors, LLC | 7,575 | $1.07M | 0.51% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,577 | $1.07M | 0.13% | +159+2.1% | Added |
| Polar Asset Management Partners Inc. | 7,600 | $1.07M | 0.03% | +7,600 | New |
| Operose Advisors LLC | 7,607 | $1.07M | 0.30% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 7,633 | $1.07M | 0.46% | +7,633 | New |
| IFG Advisors, LLC | 7,632 | $1.08M | 0.18% | +700+10.1% | Added |
| Stratos Wealth Advisors, LLC | 7,710 | $1.09M | 0.06% | −51−0.7% | Reduced |
| Sage Mountain Advisors LLC | 7,713 | $1.09M | 0.07% | +513+7.1% | Added |
| Charles Schwab Trust Co | 7,723 | $1.09M | 0.08% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,753 | $1.09M | 0.07% | +1,481+23.6% | Added |
| Orion Capital Management LLC | 7,760 | $1.09M | 0.42% | −630−7.5% | Reduced |
| Modera Wealth Management, LLC | 7,762 | $1.09M | 0.01% | −1,226−13.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,776 | $1.10M | 0.27% | +21+0.3% | Added |
| Financial Management Professionals, Inc. | 7,810 | $1.10M | 0.12% | −534−6.4% | Reduced |
| Good Life Advisors, LLC | 7,812 | $1.10M | 0.07% | −38−0.5% | Reduced |
| Corsair Capital Management, L.P. | 7,814 | $1.10M | 0.21% | 00.0% | Unchanged |
| CX Institutional | 7,835 | $1.10M | 0.04% | +274+3.6% | Added |
| Western Wealth Management, LLC | 7,855 | $1.11M | 0.07% | +2,086+36.2% | Added |
| CVA Family Office, LLC | 7,896 | $1.11M | 0.16% | +400+5.3% | Added |
| TigerOak Management, L.L.C. | 7,942 | $1.12M | 0.38% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 7,970 | $1.12M | 0.04% | +1,136+16.6% | Added |
| Private Trust Co NA | 7,985 | $1.12M | 0.11% | +1,158+17.0% | Added |
| Breakwater Capital Group | 7,998 | $1.13M | 0.18% | −20.0% | Reduced |
| Dempze Nancy E | 8,000 | $1.13M | 0.65% | −3,000−27.3% | Reduced |
| Avalon Trust Co | 8,000 | $1.13M | 0.08% | −2,000−20.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,005 | $1.13M | 0.27% | −81−1.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,006 | $1.13M | 0.07% | −1,076−11.8% | Reduced |
| Patton Albertson Miller Group, LLC | 8,011 | $1.13M | 0.15% | −42−0.5% | Reduced |
| Journey Strategic Wealth LLC | 8,062 | $1.14M | 0.04% | +4,399+120.1% | Added |
| Kingsview Wealth Management, LLC | 8,064 | $1.14M | 0.02% | +260+3.3% | Added |
| Quantitative Investment Management, LLC | 8,074 | $1.14M | 0.15% | −12,565−60.9% | Reduced |
| Northwest & Ethical Investments L.P. | 8,100 | $1.14M | 0.03% | +8,100 | New |
| Sage Rhino Capital LLC | 8,097 | $1.14M | 0.24% | +30.0% | Added |
| Sompo Asset Management Co., Ltd. | 8,170 | $1.15M | 0.20% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,209 | $1.16M | 0.11% | −1,150−12.3% | Reduced |
| Genesee Capital Advisors, LLC | 8,211 | $1.16M | 0.52% | +121+1.5% | Added |
| Meiji Yasuda Life Insurance Co | 8,219 | $1.16M | 0.03% | −59−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,287 | $1.17M | 0.67% | +430+5.5% | Added |
| Terry L. Blaker | 8,327 | $1.17M | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 8,353 | $1.18M | 0.02% | +117+1.4% | Added |
| Farringdon Capital, Ltd. | 8,380 | $1.18M | 0.40% | +8,380 | New |
| Graypoint LLC | 8,389 | $1.18M | 0.07% | +1,260+17.7% | Added |
| Richards, Merrill & Peterson, Inc. | 8,412 | $1.18M | 0.56% | +1,288+18.1% | Added |
| Everhart Financial Group, Inc. | 8,435 | $1.19M | 0.14% | +1,936+29.8% | Added |
| Mission Wealth Management, LP | 8,457 | $1.19M | 0.03% | +364+4.5% | Added |
| HM Payson & Co | 8,489 | $1.20M | 0.02% | +449+5.6% | Added |
| E&G Advisors, LP | 8,710 | $1.20M | 0.31% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,521 | $1.20M | 0.66% | −3,384−28.4% | Reduced |
| Proficio Capital Partners LLC | 8,527 | $1.20M | 0.07% | +290+3.5% | Added |
| OV Management LLC | 8,532 | $1.20M | 1.01% | +8,532 | New |
| Sienna Gestion | 9,346 | $1.20M | 0.08% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $1.20M | 1.40% | 00.0% | Unchanged |
| Clarendon Private LLC | 8,571 | $1.21M | 1.16% | +1,255+17.2% | Added |
| Herold Advisors, Inc. | 8,572 | $1.21M | 0.25% | +510+6.3% | Added |
| Warren Averett Asset Management, LLC | 8,631 | $1.22M | 0.01% | +503+6.2% | Added |
| Eastern Bank | 8,640 | $1.22M | 0.02% | −46−0.5% | Reduced |
| bLong Financial, LLC | 8,659 | $1.22M | 0.94% | −200−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,624 | $1.23M | 0.04% | +1,002+13.1% | Added |
| Beese Fulmer Investment Management, Inc. | 8,743 | $1.23M | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 8,754 | $1.23M | 0.04% | −3,914−30.9% | Reduced |
| Paladin Wealth, LLC | 8,761 | $1.23M | 0.96% | −73−0.8% | Reduced |
| Verity & Verity, LLC | 8,772 | $1.24M | 0.11% | −291−3.2% | Reduced |
| Peoples Financial Services Corp. | 8,787 | $1.24M | 0.61% | −1,528−14.8% | Reduced |
| Fort Point Capital Partners LLC | 8,788 | $1.24M | 0.12% | −1,141−11.5% | Reduced |
| Moneta Group Investment Advisors LLC | 8,842 | $1.25M | 0.01% | +33+0.4% | Added |
| Strait & Sound Wealth Management LLC | 8,879 | $1.25M | 0.53% | +132+1.5% | Added |
| Triangle Securities Wealth Management | 8,894 | $1.25M | 0.31% | −205−2.3% | Reduced |
| Legacy Bridge, LLC | 8,918 | $1.26M | 0.60% | −740−7.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,938 | $1.26M | 0.04% | +5+0.1% | Added |
| Buckley Wealth Management, LLC | 8,938 | $1.26M | 0.38% | −1,047−10.5% | Reduced |
| Main Street Financial Solutions, LLC | 8,964 | $1.26M | 0.09% | +3,661+69.0% | Added |
| Texas Capital Bancshares Inc | 8,970 | $1.26M | 0.46% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 9,001 | $1.27M | 0.56% | −23−0.3% | Reduced |
| RFG Advisory, LLC | 9,098 | $1.28M | 0.03% | +2,649+41.1% | Added |
| NCM Capital Management, LLC | 9,105 | $1.28M | 0.53% | +16+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,124 | $1.29M | 0.06% | −13,364−59.4% | Reduced |
| Qsemble Capital Management, LP | 9,129 | $1.29M | 0.12% | +9,129 | New |
| Busey Wealth Management | 9,193 | $1.29M | 0.04% | −91−1.0% | Reduced |