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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 12,595 | $1.77M | 0.12% | +579+4.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.77M | 0.50% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,460 | $1.78M | 0.04% | +1,132+10.0% | Added |
| Kesler, Norman & Wride, LLC | 12,669 | $1.78M | 0.32% | +497+4.1% | Added |
| Parsons Capital Management Inc | 12,671 | $1.78M | 0.11% | +629+5.2% | Added |
| Radnor Capital Management, LLC | 12,699 | $1.79M | 0.29% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,711 | $1.79M | 1.78% | −550−4.1% | Reduced |
| Interchange Capital Partners, LLC | 12,752 | $1.80M | 0.41% | +177+1.4% | Added |
| Mather Group, LLC. | 12,777 | $1.80M | 0.02% | +647+5.3% | Added |
| Greenwich Wealth Management LLC | 12,833 | $1.81M | 0.09% | −19,915−60.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,871 | $1.81M | 0.04% | −53,061−80.5% | Reduced |
| AIA Group Ltd | 12,874 | $1.81M | 0.04% | −5,775−31.0% | Reduced |
| Evergreen Capital Management LLC | 12,880 | $1.81M | 0.05% | +6,916+116.0% | Added |
| Absolute Gestao de Investimentos Ltda. | 12,900 | $1.82M | 0.59% | +12,900 | New |
| Oddo BHF Asset Management SAS | 12,966 | $1.83M | 0.07% | −1,500−10.4% | Reduced |
| Harfst & Associates, Inc. | 13,053 | $1.84M | 0.38% | +7,417+131.6% | Added |
| Penobscot Investment Management Company, Inc. | 13,114 | $1.85M | 0.16% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13,140 | $1.85M | 0.05% | −15,097−53.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 13,157 | $1.85M | 0.17% | +518+4.1% | Added |
| Lansing Street Advisors | 13,182 | $1.86M | 0.55% | +682+5.5% | Added |
| Golden State Equity Partners | 13,243 | $1.87M | 0.35% | −372−2.7% | Reduced |
| AlTi Global, Inc. | 13,192 | $1.87M | 0.05% | +357+2.8% | Added |
| Silvercrest Asset Management Group LLC | 13,276 | $1.87M | 0.01% | −107−0.8% | Reduced |
| Great Diamond Partners, LLC | 13,361 | $1.88M | 0.40% | +72+0.5% | Added |
| Convergence Investment Partners, LLC | 13,412 | $1.89M | 0.48% | −146−1.1% | Reduced |
| Norden Group LLC | 13,477 | $1.90M | 0.21% | +420+3.2% | Added |
| NBT Bank N A | 13,497 | $1.90M | 0.13% | −250−1.8% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.90M | 0.05% | 00.0% | Unchanged |
| Congress Asset Management Co | 13,557 | $1.91M | 0.01% | −876−6.1% | Reduced |
| Wedmont Private Capital | 13,524 | $1.91M | 0.08% | +1,126+9.1% | Added |
| Quent Capital, LLC | 13,594 | $1.91M | 0.18% | +325+2.4% | Added |
| Teza Capital Management LLC | 13,705 | $1.93M | 1.44% | +9,197+204.0% | Added |
| Aventura Private Wealth, LLC | 13,760 | $1.94M | 0.84% | −344−2.4% | Reduced |
| TLWM | 13,791 | $1.94M | 0.37% | −72−0.5% | Reduced |
| Chatham Capital Group, Inc. | 13,801 | $1.94M | 0.30% | −4,025−22.6% | Reduced |
| Tocqueville Asset Management L.P. | 13,890 | $1.96M | 0.03% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 13,960 | $1.97M | 0.25% | −25−0.2% | Reduced |
| Krilogy Financial LLC | 14,001 | $1.97M | 0.11% | −661−4.5% | Reduced |
| Chesapeake Wealth Management | 14,066 | $1.98M | 0.66% | −622−4.2% | Reduced |
| Huntleigh Advisors, Inc. | 14,087 | $1.98M | 0.38% | +14,087 | New |
| Compton Wealth Advisory Group, LLC | 14,120 | $1.99M | 0.50% | +708+5.3% | Added |
| Diligent Investors, LLC | 14,213 | $2.00M | 0.47% | +307+2.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 14,259 | $2.01M | 0.06% | +915+6.9% | Added |
| Trust Co of Vermont | 14,301 | $2.01M | 0.09% | +264+1.9% | Added |
| Trust Asset Management LLC | 14,311 | $2.02M | 0.15% | 00.0% | Unchanged |
| Heritage Trust Co | 14,440 | $2.03M | 0.23% | −46,708−76.4% | Reduced |
| Snowden Capital Advisors LLC | 14,441 | $2.03M | 0.06% | −1,115−7.2% | Reduced |
| Courier Capital LLC | 14,443 | $2.03M | 0.12% | 00.0% | Unchanged |
| Umpqua Bank | 14,441 | $2.04M | 0.62% | +588+4.2% | Added |
| LOM Asset Management Ltd | 14,536 | $2.05M | 0.69% | +14,536 | New |
| Northcape Wealth Management, LLC | 14,647 | $2.06M | 0.63% | −54−0.4% | Reduced |
| Cim Investment Mangement Inc | 15,519 | $2.07M | 0.39% | +7,746+99.7% | Added |
| Waterfront Wealth Inc. | 14,774 | $2.08M | 0.47% | −358−2.4% | Reduced |
| IPG Investment Advisors LLC | 14,802 | $2.09M | 0.41% | +10,502+244.2% | Added |
| Trust Investment Advisors | 14,825 | $2.09M | 1.27% | −1,002−6.3% | Reduced |
| Symphony Financial, Ltd. Co. | 15,531 | $2.09M | 0.27% | +6,077+64.3% | Added |
| LS Investment Advisors, LLC | 14,900 | $2.10M | 0.31% | +465+3.2% | Added |
| Mystic Asset Management, Inc. | 14,921 | $2.10M | 0.51% | −24−0.2% | Reduced |
| Galaxy Digital Capital Management GP LLC | 15,010 | $2.11M | 2.64% | +621+4.3% | Added |
| Williams Jones Wealth Management, LLC. | 15,020 | $2.12M | 0.03% | −409−2.7% | Reduced |
| Parkside Financial Bank & Trust | 15,042 | $2.12M | 0.23% | +758+5.3% | Added |
| Capital Investment Advisory Services, LLC | 15,089 | $2.13M | 0.17% | +423+2.9% | Added |
| Ronald Blue Trust, Inc. | 15,110 | $2.13M | 0.03% | +136+0.9% | Added |
| Insigneo Advisory Services, LLC | 15,111 | $2.13M | 0.18% | +18+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 15,156 | $2.13M | 0.11% | +12+0.1% | Added |
| Wolff Wiese Magana LLC | 15,206 | $2.14M | 1.33% | −4,495−22.8% | Reduced |
| EverSource Wealth Advisors, LLC | 15,235 | $2.15M | 0.10% | +518+3.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 15,395 | $2.17M | 0.39% | +15,395 | New |
| Profund Advisors LLC | 15,416 | $2.17M | 0.08% | −1,831−10.6% | Reduced |
| AMG National Trust Bank | 15,452 | $2.18M | 0.06% | −701−4.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.18M | 0.74% | +600+4.0% | Added |
| New England Research & Management, Inc. | 15,519 | $2.19M | 1.04% | −175−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 15,530 | $2.19M | 0.05% | +1,157+8.0% | Added |
| NVWM, LLC | 15,607 | $2.20M | 0.53% | +766+5.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,746 | $2.22M | 1.69% | +330+2.1% | Added |
| White Pine Capital LLC | 15,820 | $2.23M | 0.71% | +335+2.2% | Added |
| XTX Topco Ltd | 15,855 | $2.23M | 0.09% | −14,165−47.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 15,889 | $2.24M | 0.51% | −12,204−43.4% | Reduced |
| Decatur Capital Management, Inc. | 15,996 | $2.25M | 0.99% | 00.0% | Unchanged |
| Cherokee Insurance Co | 16,000 | $2.25M | 0.98% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 16,034 | $2.26M | 0.19% | −64−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 16,045 | $2.26M | 0.03% | −362−2.2% | Reduced |
| Howland Capital Management LLC | 16,074 | $2.26M | 0.09% | −224−1.4% | Reduced |
| Mediolanum International Funds Ltd | 16,134 | $2.27M | 0.03% | −1,400−8.0% | Reduced |
| 1st Source Bank | 16,151 | $2.28M | 0.13% | +223+1.4% | Added |
| Qtron Investments LLC | 16,151 | $2.28M | 0.29% | +2,196+15.7% | Added |
| Crestwood Advisors Group LLC | 16,155 | $2.28M | 0.04% | +3,045+23.2% | Added |
| DRW Securities, LLC | 16,242 | $2.29M | 0.16% | +11,506+242.9% | Added |
| Matrix Trust Co | 16,242 | $2.29M | 0.36% | +297+1.9% | Added |
| Cookson Peirce & Co Inc | 16,253 | $2.29M | 0.10% | +980+6.4% | Added |
| Ramirez Asset Management, Inc. | 16,290 | $2.29M | 0.35% | +10,400+176.6% | Added |
| Somerset Trust Co | 16,299 | $2.30M | 0.75% | +169+1.0% | Added |
| IFC Advisors LLC | 16,342 | $2.30M | 0.43% | −323−1.9% | Reduced |
| Verdence Capital Advisors LLC | 16,416 | $2.31M | 0.16% | −138−0.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.32M | 0.05% | +16,500 | New |
| Checchi Capital Advisers, LLC | 16,516 | $2.33M | 0.16% | −228−1.4% | Reduced |
| Prudent Man Advisors, LLC | 16,644 | $2.34M | 0.74% | +1,489+9.8% | Added |
| Coastline Trust Co | 16,661 | $2.35M | 0.27% | −184−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,670 | $2.35M | 0.08% | −5,488−24.8% | Reduced |
| Wellington Shields Capital Management, LLC | 16,701 | $2.35M | 0.40% | +13,044+356.7% | Added |