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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 16,148 | $2.38M | 0.09% | +7,688+90.9% | Added |
| Aspen Grove Capital, LLC | 16,927 | $2.38M | 0.41% | +975+6.1% | Added |
| Mach-1 Financial Group, Inc. | 16,962 | $2.39M | 0.70% | −7,350−30.2% | Reduced |
| Arrow Financial Corp | 16,962 | $2.39M | 0.25% | −296−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 16,958 | $2.39M | 0.05% | −25,695−60.2% | Reduced |
| Farther Finance Advisors, LLC | 17,002 | $2.39M | 0.05% | +5,090+42.7% | Added |
| Altman Advisors, Inc. | 17,023 | $2.40M | 0.98% | +179+1.1% | Added |
| Bradley Foster & Sargent Inc | 17,061 | $2.40M | 0.04% | −86−0.5% | Reduced |
| Brown Financial Advisors | 17,062 | $2.40M | 0.94% | −1,172−6.4% | Reduced |
| Institute for Wealth Management, LLC. | 17,105 | $2.41M | 0.27% | −29−0.2% | Reduced |
| CBOE Vest Financial, LLC | 17,152 | $2.42M | 0.03% | +4,835+39.3% | Added |
| Ironwood Investment Counsel, LLC | 17,185 | $2.42M | 0.37% | +56+0.3% | Added |
| Gsa Capital Partners LLP | 17,254 | $2.43M | 0.17% | +12,363+252.8% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $2.44M | 0.09% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 17,379 | $2.45M | 0.16% | −1,128−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,405 | $2.45M | 0.03% | +982+6.0% | Added |
| Freedom Day Solutions, LLC | 17,444 | $2.46M | 0.73% | −265−1.5% | Reduced |
| NewEdge Wealth, LLC | 17,452 | $2.46M | 0.04% | −1,283−6.8% | Reduced |
| Schear Investment Advisers, LLC | 17,460 | $2.46M | 1.22% | +964+5.8% | Added |
| Oak Asset Management, LLC | 17,578 | $2.48M | 0.89% | +10+0.1% | Added |
| Insight Inv LLC | 17,674 | $2.49M | 1.67% | −704−3.8% | Reduced |
| Strategic Advisors LLC | 17,875 | $2.52M | 0.50% | +227+1.3% | Added |
| Intrust Bank NA | 17,945 | $2.53M | 0.22% | +215+1.2% | Added |
| Koshinski Asset Management, Inc. | 17,975 | $2.53M | 0.19% | +583+3.4% | Added |
| Hall Laurie J Trustee | 18,000 | $2.54M | 0.84% | 00.0% | Unchanged |
| Shaker Investments LLC | 18,048 | $2.54M | 1.04% | −910−4.8% | Reduced |
| Abbot Financial Management, Inc. | 18,075 | $2.55M | 1.17% | 00.0% | Unchanged |
| PFG Investments, LLC | 18,109 | $2.55M | 0.15% | −1,236−6.4% | Reduced |
| Granite Group Advisors, LLC | 18,180 | $2.56M | 1.54% | +1,975+12.2% | Added |
| TownSquare Capital, LLC | 18,186 | $2.56M | 0.25% | −70,601−79.5% | Reduced |
| Syon Capital LLC | 18,205 | $2.56M | 0.17% | +1,344+8.0% | Added |
| Talon Private Wealth, LLC | 18,249 | $2.57M | 0.35% | +1,557+9.3% | Added |
| Polymer Capital Management (US) LLC | 18,267 | $2.57M | 0.42% | +11,537+171.4% | Added |
| Miracle Mile Advisors, LLC | 18,287 | $2.58M | 0.04% | +1,663+10.0% | Added |
| Whittier Trust Co | 18,305 | $2.58M | 0.03% | +755+4.3% | Added |
| Texas Yale Capital Corp. | 18,380 | $2.59M | 0.08% | +150+0.8% | Added |
| JPL Wealth Management, LLC | 18,384 | $2.59M | 0.70% | +376+2.1% | Added |
| Choate Investment Advisors | 18,517 | $2.61M | 0.06% | +7,522+68.4% | Added |
| AE Wealth Management LLC | 18,560 | $2.61M | 0.02% | +4,624+33.2% | Added |
| Acropolis Investment Management, LLC | 18,560 | $2.61M | 0.14% | +80.0% | Added |
| Fulcrum Asset Management LLP | 18,564 | $2.61M | 0.75% | +18,564 | New |
| Valeo Financial Advisors, LLC | 18,588 | $2.62M | 0.06% | +1,696+10.0% | Added |
| D L Carlson Investment Group Inc | 18,837 | $2.65M | 0.48% | −2,627−12.2% | Reduced |
| Capital Investment Counsel, Inc | 18,851 | $2.66M | 0.35% | −257−1.3% | Reduced |
| Covenant Asset Management, LLC | 18,890 | $2.66M | 0.55% | −22,519−54.4% | Reduced |
| Hunter Associates Investment Management LLC | 18,971 | $2.67M | 0.40% | −6,504−25.5% | Reduced |
| Hudson Canyon Capital Management | 18,999 | $2.68M | 1.66% | +20+0.1% | Added |
| Wakefield Asset Management LLLP | 19,146 | $2.70M | 0.75% | −236−1.2% | Reduced |
| Harvest Investment Advisors, LLC | 19,329 | $2.72M | 1.75% | −255−1.3% | Reduced |
| King Luther Capital Management Corp | 19,356 | $2.73M | 0.01% | +1,827+10.4% | Added |
| Rydar Equities, Inc. | 19,357 | $2.73M | 2.15% | +19,357 | New |
| Triglav Skladi, D.O.O. | 19,512 | $2.75M | 0.20% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 19,511 | $2.75M | 0.06% | +3,502+21.9% | Added |
| Atomi Financial Group, Inc. | 19,544 | $2.75M | 0.10% | +4,314+28.3% | Added |
| Caldwell Trust Co | 19,593 | $2.76M | 0.28% | −245−1.2% | Reduced |
| Avestar Capital, LLC | 19,712 | $2.78M | 0.20% | +2,665+15.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,736 | $2.78M | 0.06% | +3,766+23.6% | Added |
| Baldwin Investment Management, LLC | 19,867 | $2.80M | 0.34% | −206−1.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 19,888 | $2.80M | 0.92% | −166−0.8% | Reduced |
| Pitcairn Co | 19,957 | $2.81M | 0.18% | −2,858−12.5% | Reduced |
| Cacti Asset Management LLC | 20,000 | $2.81M | 0.21% | −1,500−7.0% | Reduced |
| Werlinich Asset Management, LLC | 20,070 | $2.83M | 1.54% | −700−3.4% | Reduced |
| Fundamentun, LLC | 20,452 | $2.88M | 0.13% | +1,050+5.4% | Added |
| KCM Investment Advisors LLC | 20,553 | $2.90M | 0.10% | −1,976−8.8% | Reduced |
| Arkadios Wealth Advisors | 20,593 | $2.90M | 0.09% | +11,026+115.3% | Added |
| Regions Financial Corp | 20,636 | $2.91M | 0.02% | −397−1.9% | Reduced |
| Hurley Capital, LLC | 20,672 | $2.91M | 2.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 20,700 | $2.92M | 0.72% | −2,500−10.8% | Reduced |
| We Are One Seven, LLC | 20,794 | $2.93M | 0.09% | +1,361+7.0% | Added |
| Moloney Securities Asset Management, LLC | 20,795 | $2.93M | 0.36% | +224+1.1% | Added |
| Sumitomo Life Insurance Co | 20,803 | $2.93M | 0.20% | −1,294−5.9% | Reduced |
| GM Advisory Group, Inc. | 20,847 | $2.94M | 0.15% | +18,962+1,005.9% | Added |
| NorthRock Partners, LLC | 20,990 | $2.96M | 0.08% | +1,204+6.1% | Added |
| McKinley Carter Wealth Services, Inc. | 21,056 | $2.97M | 0.16% | +2,623+14.2% | Added |
| Pensionmark Financial Group, LLC | 21,076 | $2.97M | 0.07% | +1,460+7.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,137 | $2.98M | 0.03% | −342−1.6% | Reduced |
| River Street Advisors LLC | 21,161 | $2.98M | 1.28% | +776+3.8% | Added |
| Sowell Financial Services LLC | 21,235 | $2.99M | 0.12% | −1,088−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 21,328 | $3.00M | 0.03% | −66,264−75.7% | Reduced |
| Smith, Salley & Associates | 21,370 | $3.01M | 0.17% | −306−1.4% | Reduced |
| Asio Capital, LLC | 21,395 | $3.01M | 0.50% | +240+1.1% | Added |
| Catalytic Wealth RIA, LLC | 21,640 | $3.05M | 0.25% | +21,640 | New |
| William B. Walkup & Associates, Inc. | 21,665 | $3.05M | 1.80% | −87−0.4% | Reduced |
| IFG Advisory, LLC | 21,767 | $3.07M | 0.15% | −692−3.1% | Reduced |
| Tudor Investment Corp Et Al | 21,772 | $3.07M | 0.02% | −419,684−95.1% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $3.07M | 0.10% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 21,812 | $3.07M | 0.10% | −50−0.2% | Reduced |
| Brown Brothers Harriman & Co | 21,943 | $3.09M | 0.02% | +3,820+21.1% | Added |
| Am Investment Strategies LLC | 22,069 | $3.11M | 0.73% | +137+0.6% | Added |
| True North Advisors, LLC | 22,371 | $3.15M | 0.60% | −2,052−8.4% | Reduced |
| Brookstone Capital Management | 22,591 | $3.18M | 0.04% | +1,488+7.1% | Added |
| YHB Investment Advisors, Inc. | 22,608 | $3.18M | 0.25% | −112−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 22,931 | $3.23M | 0.04% | −194−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 22,996 | $3.24M | 0.07% | +10,903+90.2% | Added |
| Alaethes Wealth LLC | 22,996 | $3.24M | 0.97% | +274+1.2% | Added |
| Leavell Investment Management, Inc. | 22,998 | $3.24M | 0.15% | +1,419+6.6% | Added |
| Graphene Investments SAS | 23,000 | $3.24M | 2.11% | 00.0% | Unchanged |
| Lipe & Dalton | 23,127 | $3.26M | 1.76% | +20.0% | Added |
| Capital Investment Advisors, LLC | 23,164 | $3.26M | 0.06% | +43+0.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 23,247 | $3.27M | 0.34% | +23,247 | New |