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 |
|---|---|---|---|---|---|
| First Bank & Trust | 9,263 | $1.30M | 0.23% | −3,201−25.7% | Reduced |
| Ibex Wealth Advisors | 9,281 | $1.31M | 0.14% | +9,281 | New |
| Pennsylvania Capital Management Inc | 9,315 | $1.31M | 0.42% | +448+5.1% | Added |
| Moment Partners, LLC | 9,367 | $1.32M | 0.25% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 9,373 | $1.32M | 0.20% | +218+2.4% | Added |
| Atlas Legacy Advisors, LLC | 9,376 | $1.32M | 0.29% | −23−0.2% | Reduced |
| Quilter Plc | 9,420 | $1.33M | 0.02% | +4,500+91.5% | Added |
| W Advisors, LLC | 9,425 | $1.33M | 0.76% | −25−0.3% | Reduced |
| Morse Asset Management, Inc | 9,455 | $1.33M | 0.29% | +4,931+109.0% | Added |
| Hancock Whitney Corp | 9,455 | $1.33M | 0.03% | +1,868+24.6% | Added |
| Aaron Wealth Advisors | 9,459 | $1.33M | 0.14% | +552+6.2% | Added |
| TRUE Private Wealth Advisors | 9,464 | $1.33M | 0.15% | +251+2.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,471 | $1.33M | 0.55% | −6,002−38.8% | Reduced |
| Wedbush Securities Inc | 9,485 | $1.34M | 0.05% | +1,010+11.9% | Added |
| First Citizens Financial Corp | 9,540 | $1.34M | 0.74% | +516+5.7% | Added |
| KLCM Advisors, Inc. | 9,557 | $1.35M | 0.14% | 00.0% | Unchanged |
| Investors Research Corp | 9,583 | $1.35M | 0.26% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 9,596 | $1.35M | 0.50% | +9,596 | New |
| Nilsine Partners, LLC | 9,600 | $1.35M | 0.14% | +636+7.1% | Added |
| Regal Investment Advisors LLC | 9,679 | $1.36M | 0.10% | −3,951−29.0% | Reduced |
| Gryphon Financial Partners LLC | 9,691 | $1.37M | 0.18% | +1,160+13.6% | Added |
| Venturi Wealth Management, LLC | 9,705 | $1.37M | 0.07% | +309+3.3% | Added |
| Constant Guidance Financial LLC | 9,780 | $1.37M | 1.38% | +9,780 | New |
| Mitchell McLeod Pugh & Williams Inc | 9,855 | $1.39M | 0.26% | −250−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,864 | $1.39M | 0.13% | −2,836−22.3% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.40M | 0.14% | −2,500−20.1% | Reduced |
| Longfellow Investment Management Co LLC | 9,925 | $1.40M | 0.35% | −1,374−12.2% | Reduced |
| Independent Financial Group, LLC | 9,926 | $1.40M | 0.04% | +383+4.0% | Added |
| Parcion Private Wealth LLC | 9,928 | $1.40M | 0.10% | −1,343−11.9% | Reduced |
| Net Worth Advisory Group | 9,973 | $1.40M | 0.31% | +214+2.2% | Added |
| Advisors Capital Management, LLC | 9,996 | $1.41M | 0.02% | +2,058+25.9% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.41M | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,077 | $1.42M | 0.17% | +539+5.7% | Added |
| Premier Path Wealth Partners, LLC | 10,081 | $1.42M | 0.20% | +554+5.8% | Added |
| Gallagher Capital Advisors, LLC | 9,969 | $1.42M | 1.15% | +70+0.7% | Added |
| Trust Point Inc. | 10,163 | $1.43M | 0.13% | +351+3.6% | Added |
| IFP Advisors, Inc | 8,301 | $1.43M | 0.04% | −892−9.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,295 | $1.45M | 0.03% | −353−3.3% | Reduced |
| Cape Ann Savings Bank | 10,337 | $1.46M | 0.87% | −245−2.3% | Reduced |
| Ascent Group, LLC | 10,381 | $1.46M | 0.06% | +443+4.5% | Added |
| Adviser Investments LLC | 10,419 | $1.47M | 0.02% | +3,100+42.4% | Added |
| Howard Capital Management Inc. | 10,428 | $1.47M | 0.02% | +1,275+13.9% | Added |
| Neo Ivy Capital Management | 10,430 | $1.47M | 0.47% | +10,430 | New |
| Avidian Wealth Solutions, LLC | 10,529 | $1.48M | 0.06% | −115−1.1% | Reduced |
| Carmel Capital Partners, LLC | 10,553 | $1.49M | 0.52% | −201−1.9% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.50M | 1.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,692 | $1.51M | 0.06% | +3,055+40.0% | Added |
| Financial Engines Advisors L.L.C. | 10,722 | $1.51M | 0.00% | +128+1.2% | Added |
| First Horizon Advisors, Inc. | 10,739 | $1.51M | 0.04% | +77+0.7% | Added |
| Group One Trading, L.P. | 10,742 | $1.51M | 0.05% | −13,619−55.9% | Reduced |
| Evoke Wealth, LLC | 10,755 | $1.52M | 0.04% | −2,261−17.4% | Reduced |
| Zullo Investment Group, Inc. | 10,780 | $1.52M | 0.62% | −125−1.1% | Reduced |
| Dakota Wealth Management | 10,900 | $1.54M | 0.03% | +345+3.3% | Added |
| Washington Trust Co | 10,915 | $1.54M | 0.05% | +201+1.9% | Added |
| Phoenix Holdings Ltd. | 11,208 | $1.55M | 0.02% | +11,208 | New |
| Delta Asset Management LLC | 11,052 | $1.56M | 0.14% | −50−0.5% | Reduced |
| Twin Capital Management Inc | 11,081 | $1.56M | 0.17% | −386−3.4% | Reduced |
| Donoghue Forlines LLC | 11,177 | $1.57M | 0.45% | −1,581−12.4% | Reduced |
| First Citizens Bank & Trust Co | 11,253 | $1.59M | 0.03% | −20,877−65.0% | Reduced |
| Armis Advisers, LLC | 11,151 | $1.59M | 0.13% | +1,419+14.6% | Added |
| Beverly Hills Private Wealth, LLC | 11,313 | $1.59M | 0.30% | −31−0.3% | Reduced |
| Advisors Preferred, LLC | 11,300 | $1.59M | 0.26% | 00.0% | Unchanged |
| Delphi Management Inc | 11,321 | $1.59M | 1.54% | −310−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 11,349 | $1.60M | 0.23% | −1,600−12.4% | Reduced |
| Chemung Canal Trust Co | 11,360 | $1.60M | 0.34% | −269−2.3% | Reduced |
| Community Bank, N.A. | 11,388 | $1.60M | 0.21% | −4,020−26.1% | Reduced |
| Versor Investments LP | 11,393 | $1.60M | 0.28% | +8,893+355.7% | Added |
| Ar Asset Management Inc | 11,400 | $1.61M | 0.36% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,411 | $1.61M | 0.28% | −194−1.7% | Reduced |
| Magnus Financial Group LLC | 11,415 | $1.61M | 0.14% | −396−3.4% | Reduced |
| SBI Securities Co., Ltd. | 11,418 | $1.61M | 0.05% | −523−4.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,437 | $1.61M | 0.03% | +1,585+16.1% | Added |
| Berkshire Asset Management LLC | 11,484 | $1.62M | 0.07% | +142+1.3% | Added |
| CFM Wealth Partners LLC | 11,489 | $1.62M | 0.26% | +847+8.0% | Added |
| Evelyn Partners Investment Management LLP | 11,515 | $1.62M | 0.05% | −1,000−8.0% | Reduced |
| Lee Financial Co | 11,517 | $1.62M | 0.23% | +1,207+11.7% | Added |
| Exchange Traded Concepts, LLC | 11,616 | $1.64M | 0.02% | −107,356−90.2% | Reduced |
| Principle Wealth Partners LLC | 11,664 | $1.64M | 0.10% | +24+0.2% | Added |
| North Dallas Bank & Trust Co | 11,698 | $1.65M | 1.25% | +11,698 | New |
| Two Sigma Advisers, LP | 11,736 | $1.65M | 0.00% | +11,736 | New |
| Independence Bank of Kentucky | 11,743 | $1.65M | 0.23% | +9+0.1% | Added |
| Smartleaf Asset Management LLC | 11,770 | $1.66M | 0.15% | −1,323−10.1% | Reduced |
| Roberts Capital Advisors, LLC | 11,831 | $1.67M | 1.23% | +1,770+17.6% | Added |
| Clarius Group, LLC | 11,849 | $1.67M | 0.10% | −795−6.3% | Reduced |
| VestGen Advisors, LLC | 11,868 | $1.67M | 0.07% | −409−3.3% | Reduced |
| Dynasty Wealth Management, LLC | 11,927 | $1.68M | 0.03% | −2,707−18.5% | Reduced |
| BCS Private Wealth Management, Inc. | 11,947 | $1.68M | 0.63% | +11,947 | New |
| KPP Advisory Services LLC | 11,995 | $1.69M | 0.28% | +1,042+9.5% | Added |
| Foster & Motley Inc | 12,012 | $1.69M | 0.10% | −896−6.9% | Reduced |
| Garner Asset Management Corp | 12,056 | $1.70M | 0.79% | −1,568−11.5% | Reduced |
| MMBG Investment Advisors Co. | 12,065 | $1.70M | 0.17% | +12,065 | New |
| LSV Asset Management | 12,080 | $1.70M | 0.00% | +384+3.3% | Added |
| Viewpoint Capital Management LLC | 12,119 | $1.71M | 0.84% | 00.0% | Unchanged |
| Brighton Jones LLC | 12,164 | $1.71M | 0.05% | −1,218−9.1% | Reduced |
| Bard Financial Services, Inc. | 12,180 | $1.72M | 0.20% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,240 | $1.72M | 0.12% | +136+1.1% | Added |
| Centaurus Financial, Inc. | 12,252 | $1.73M | 0.10% | +1,470+13.6% | Added |
| Long Run Wealth Advisors, LLC | 12,285 | $1.73M | 0.36% | −1,064−8.0% | Reduced |
| Bayesian Capital Management, LP | 12,400 | $1.75M | 0.28% | +12,400 | New |
| Excalibur Management Corp | 12,592 | $1.77M | 0.67% | +65+0.5% | Added |