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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 23,567 | $3.32M | 0.06% | +23,567 | New |
| Vestmark Advisory Solutions, Inc. | 23,570 | $3.32M | 0.05% | +12,672+116.3% | Added |
| Arcus Capital Partners, LLC | 23,580 | $3.32M | 1.44% | +42+0.2% | Added |
| Global Retirement Partners, LLC | 23,649 | $3.33M | 0.08% | +23,649 | New |
| Concord Asset Management, LLC | 23,690 | $3.34M | 0.50% | −742−3.0% | Reduced |
| Concord Wealth Partners | 23,690 | $3.34M | 0.49% | +2,555+12.1% | Added |
| Canandaigua National Bank & Trust Co | 23,768 | $3.35M | 0.31% | −3,078−11.5% | Reduced |
| MainStreet Investment Advisors LLC | 23,886 | $3.36M | 0.47% | −707−2.9% | Reduced |
| Glass Wealth Management Co LLC | 24,336 | $3.43M | 1.83% | +120+0.5% | Added |
| Rossmore Private Capital | 24,369 | $3.43M | 0.40% | +11,532+89.8% | Added |
| Northeast Investment Management | 24,401 | $3.44M | 0.15% | −181−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 24,441 | $3.44M | 0.27% | +354+1.5% | Added |
| Burney Co | 24,495 | $3.45M | 0.12% | −21,447−46.7% | Reduced |
| Capital Asset Advisory Services LLC | 24,460 | $3.45M | 0.16% | +1,952+8.7% | Added |
| J. Safra Sarasin Holding AG | 24,501 | $3.45M | 0.06% | −5,681−18.8% | Reduced |
| Wealthspire Advisors, LLC | 24,547 | $3.46M | 0.02% | −946−3.7% | Reduced |
| Griffin Asset Management, Inc. | 24,623 | $3.47M | 0.41% | +210+0.9% | Added |
| Steel Peak Wealth Management LLC | 24,667 | $3.47M | 0.14% | −36,450−59.6% | Reduced |
| Stolper Co | 24,780 | $3.49M | 1.15% | +172+0.7% | Added |
| Jump Financial, LLC | 24,867 | $3.50M | 0.04% | +24,867 | New |
| Harbor Capital Advisors, Inc. | 24,871 | $3.50M | 0.15% | −232−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24,889 | $3.51M | 0.05% | −451−1.8% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $3.52M | 0.22% | 00.0% | Unchanged |
| Vestcor Inc | 25,019 | $3.52M | 0.11% | +1,655+7.1% | Added |
| Trust Co of Toledo NA | 25,058 | $3.53M | 0.39% | +403+1.6% | Added |
| Meridian Wealth Management, LLC | 25,064 | $3.53M | 0.15% | +1,195+5.0% | Added |
| Prospera Financial Services Inc | 25,087 | $3.53M | 0.07% | +10,214+68.7% | Added |
| Culbertson A N & Co Inc | 25,123 | $3.54M | 0.54% | −671−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 25,124 | $3.54M | 0.04% | +2,142+9.3% | Added |
| Change Path, LLC | 25,366 | $3.57M | 0.09% | −112−0.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,621 | $3.61M | 0.44% | −3,643−12.4% | Reduced |
| Palisade Asset Management, LLC | 25,858 | $3.64M | 0.36% | +170+0.7% | Added |
| Community Trust & Investment Co | 25,954 | $3.66M | 0.21% | −5,918−18.6% | Reduced |
| Benjamin Edwards Inc | 26,110 | $3.68M | 0.05% | +730+2.9% | Added |
| Next Level Private LLC | 26,254 | $3.70M | 1.20% | +60.0% | Added |
| Dimension Capital Management LLC | 26,270 | $3.70M | 0.58% | 00.0% | Unchanged |
| Centiva Capital, LP | 26,450 | $3.73M | 0.25% | +20,197+323.0% | Added |
| Financial Advisory Service, Inc. | 26,581 | $3.74M | 0.28% | +2,242+9.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $3.77M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 26,960 | $3.80M | 0.06% | +1,134+4.4% | Added |
| National Asset Management, Inc. | 26,977 | $3.80M | 0.18% | −3,361−11.1% | Reduced |
| Meeder Advisory Services, Inc. | 27,001 | $3.80M | 0.20% | +1,743+6.9% | Added |
| Voleon Capital Management LP | 27,300 | $3.85M | 0.21% | −47,259−63.4% | Reduced |
| Mirabaud & Cie SA | 27,332 | $3.85M | 1.23% | −21,885−44.5% | Reduced |
| Meyer Handelman Co | 27,338 | $3.85M | 0.13% | −230−0.8% | Reduced |
| Hodges Capital Management Inc. | 27,363 | $3.85M | 0.37% | −69−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 27,389 | $3.86M | 0.04% | −3,354−10.9% | Reduced |
| Trilogy Capital Inc. | 27,991 | $3.94M | 0.19% | +909+3.4% | Added |
| Alerus Financial NA | 28,068 | $3.95M | 0.28% | −30−0.1% | Reduced |
| GAMMA Investing LLC | 28,321 | $3.99M | 0.25% | +4,743+20.1% | Added |
| Horizon Investments, LLC | 28,531 | $3.99M | 0.06% | +3,055+12.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $4.00M | 0.33% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 28,480 | $4.01M | 0.02% | −17,118−37.5% | Reduced |
| Callan Family Office, LLC | 28,599 | $4.03M | 0.13% | +15,827+123.9% | Added |
| Fulton Bank, N.A. | 28,614 | $4.03M | 0.15% | −1,334−4.5% | Reduced |
| Greenleaf Trust | 28,715 | $4.04M | 0.04% | −2,520−8.1% | Reduced |
| Cresset Asset Management, LLC | 28,731 | $4.05M | 0.02% | −12,942−31.1% | Reduced |
| Stephens Inc | 29,062 | $4.09M | 0.06% | −226−0.8% | Reduced |
| Bryn Mawr Trust Co | 29,369 | $4.14M | 0.07% | +354+1.2% | Added |
| Capital International Ltd | 29,423 | $4.14M | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 29,443 | $4.15M | 0.09% | +145+0.5% | Added |
| Fidelis Capital Partners, LLC | 29,481 | $4.17M | 0.38% | +907+3.2% | Added |
| HCR Wealth Advisors | 29,680 | $4.18M | 0.49% | +44+0.1% | Added |
| Stenger Family Office, LLC | 28,970 | $4.20M | 1.10% | +28,970 | New |
| Davenport & Co LLC | 29,991 | $4.22M | 0.02% | +4,659+18.4% | Added |
| Gifford Fong Associates | 30,000 | $4.23M | 0.97% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 30,093 | $4.24M | 0.56% | +5,291+21.3% | Added |
| Salem Investment Counselors Inc | 30,284 | $4.27M | 0.14% | −35−0.1% | Reduced |
| Bleakley Financial Group, LLC | 30,443 | $4.29M | 0.11% | +1,593+5.5% | Added |
| Advisory Services Network, LLC | 30,170 | $4.30M | 0.07% | −24−0.1% | Reduced |
| Moody National Bank Trust Division | 30,624 | $4.31M | 0.39% | −616−2.0% | Reduced |
| Patten & Patten Inc | 30,636 | $4.32M | 0.28% | −4,617−13.1% | Reduced |
| Forum Financial Management, LP | 31,040 | $4.37M | 0.07% | −3,215−9.4% | Reduced |
| Central Trust Co | 31,061 | $4.38M | 0.10% | −613−1.9% | Reduced |
| Sculati Wealth Management, LLC | 31,172 | $4.39M | 1.65% | −564−1.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,200 | $4.39M | 0.30% | −2,162−6.5% | Reduced |
| Zions Bancorporation, National Association | 31,364 | $4.42M | 0.24% | −134−0.4% | Reduced |
| Perigon Wealth Management, LLC | 31,401 | $4.42M | 0.10% | +673+2.2% | Added |
| Equitable Holdings, Inc. | 31,442 | $4.43M | 0.04% | +2,562+8.9% | Added |
| Mattson Financial Services, LLC | 31,443 | $4.43M | 1.19% | −276−0.9% | Reduced |
| First National Advisers, LLC | 31,825 | $4.48M | 0.66% | +476+1.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 31,927 | $4.50M | 2.58% | −167−0.5% | Reduced |
| Abc Arbitrage SA | 32,046 | $4.51M | 0.52% | +32,046 | New |
| Everence Capital Management Inc | 32,291 | $4.55M | 0.29% | 00.0% | Unchanged |
| Americana Partners, LLC | 32,323 | $4.55M | 0.16% | +3,681+12.9% | Added |
| Lincluden Management Ltd | 32,386 | $4.56M | 0.50% | −4,355−11.9% | Reduced |
| Hohimer Wealth Management, LLC | 32,672 | $4.60M | 0.82% | −1,238−3.7% | Reduced |
| Sigma Planning Corp | 32,690 | $4.60M | 0.14% | +286+0.9% | Added |
| Plato Investment Management Ltd | 32,860 | $4.61M | 0.35% | +145+0.4% | Added |
| Union Heritage Capital, LLC | 32,814 | $4.62M | 1.61% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 32,909 | $4.64M | 0.77% | −5,991−15.4% | Reduced |
| South State Corp. | 32,942 | $4.64M | 0.20% | +3,031+10.1% | Added |
| Gotham Asset Management, LLC | 33,051 | $4.66M | 0.03% | +2,721+9.0% | Added |
| SRS Capital Advisors, Inc. | 31,838 | $4.67M | 0.22% | +2,375+8.1% | Added |
| Ritholtz Wealth Management | 33,170 | $4.67M | 0.10% | +3,419+11.5% | Added |
| Adell Harriman & Carpenter Inc | 33,304 | $4.69M | 0.31% | −4,537−12.0% | Reduced |
| Dynamic Advisor Solutions LLC | 33,749 | $4.75M | 0.15% | +903+2.7% | Added |
| Compagnie Lombard Odier SCmA | 33,750 | $4.75M | 0.06% | −800−2.3% | Reduced |
| Brasada Capital Management, LP | 32,985 | $4.75M | 0.81% | +551+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 33,776 | $4.76M | 0.06% | −7,715−18.6% | Reduced |