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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 33,813 | $4.76M | 0.95% | +359+1.1% | Added |
| Morangie Management LLC | 33,906 | $4.78M | 4.14% | +8,185+31.8% | Added |
| Scholtz & Company, LLC | 33,960 | $4.78M | 2.10% | +27,845+455.4% | Added |
| Logan Capital Management Inc | 33,973 | $4.79M | 0.22% | −36−0.1% | Reduced |
| Marvin & Palmer Associates Inc | 33,991 | $4.79M | 4.11% | +9,894+41.1% | Added |
| Fifth Third Wealth Advisors LLC | 34,206 | $4.82M | 0.20% | +4,102+13.6% | Added |
| First National Bank of Omaha | 34,293 | $4.83M | 0.31% | −878−2.5% | Reduced |
| New Age Alpha Advisors, LLC | 34,346 | $4.84M | 0.21% | −5,654−14.1% | Reduced |
| RNC Capital Management LLC | 34,450 | $4.85M | 0.24% | −337−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 34,577 | $4.87M | 0.13% | −4,106−10.6% | Reduced |
| Dana Investment Advisors, Inc. | 34,626 | $4.88M | 0.16% | −378−1.1% | Reduced |
| Quantbot Technologies LP | 34,651 | $4.88M | 0.13% | +4,097+13.4% | Added |
| KMG Fiduciary Partners, LLC | 34,756 | $4.90M | 0.36% | +1,683+5.1% | Added |
| Financial Advisory Partners, LLC | 34,865 | $4.91M | 1.54% | −1,414−3.9% | Reduced |
| Carret Asset Management, LLC | 34,914 | $4.92M | 0.53% | −70−0.2% | Reduced |
| NBC Securities, Inc. | 35,113 | $4.95M | 0.40% | +1,356+4.0% | Added |
| Congress Wealth Management LLC | 35,125 | $4.95M | 0.05% | +5,609+19.0% | Added |
| Northwest Bancshares, Inc. | 35,323 | $4.98M | 0.87% | +247+0.7% | Added |
| Sterling Capital Management LLC | 35,447 | $4.99M | 0.07% | −1,509−4.1% | Reduced |
| Savant Capital, LLC | 35,487 | $5.00M | 0.04% | +4,416+14.2% | Added |
| Winton Group Ltd | 35,750 | $5.04M | 0.26% | +5,281+17.3% | Added |
| Capital Investment Counsel, LLC | 35,836 | $5.05M | 0.78% | +384+1.1% | Added |
| Inspire Trust Co, N.A. | 36,000 | $5.07M | 1.05% | +3,000+9.1% | Added |
| Canada Post Corp Registered Pension Plan | 36,013 | $5.07M | 0.30% | +36,013 | New |
| Sandy Cove Advisors, LLC | 36,023 | $5.07M | 1.83% | +33+0.1% | Added |
| Hoey Investments, Inc | 36,065 | $5.08M | 0.76% | +8,814+32.3% | Added |
| S&CO Inc | 36,152 | $5.09M | 0.33% | −195−0.5% | Reduced |
| StoneX Group Inc. | 36,280 | $5.11M | 0.25% | +424+1.2% | Added |
| Highland Capital Management, LLC | 36,370 | $5.12M | 0.28% | −10,022−21.6% | Reduced |
| Clearstead Advisors, LLC | 37,070 | $5.22M | 0.07% | +3,378+10.0% | Added |
| Siemens Fonds Invest GmbH | 37,208 | $5.24M | 0.31% | +2,833+8.2% | Added |
| Van Eck Associates Corp | 37,261 | $5.25M | 0.01% | +1,004+2.8% | Added |
| Wetherby Asset Management Inc | 37,613 | $5.30M | 0.24% | +37,613 | New |
| Cypress Financial Planning LLC | 37,713 | $5.31M | 1.75% | −1,738−4.4% | Reduced |
| V-Square Quantitative Management LLC | 37,784 | $5.32M | 0.71% | −192−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 37,786 | $5.32M | 0.36% | −200−0.5% | Reduced |
| Quadrant Capital Group LLC | 37,801 | $5.32M | 0.19% | +7,696+25.6% | Added |
| Simon Quick Advisors, LLC | 38,032 | $5.36M | 0.27% | −8,288−17.9% | Reduced |
| TD Private Client Wealth LLC | 38,145 | $5.37M | 0.13% | +2,516+7.1% | Added |
| Amica Mutual Insurance Co | 38,295 | $5.39M | 0.52% | −4,529−10.6% | Reduced |
| Mayflower Financial Advisors, LLC | 38,316 | $5.40M | 0.75% | +78+0.2% | Added |
| Brentview Investment Management LLC | 38,463 | $5.42M | 2.74% | −703−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,797 | $5.46M | 0.21% | +1,882+5.1% | Added |
| Principal Securities, Inc. | 38,800 | $5.47M | 0.10% | +12,472+47.4% | Added |
| Allworth Financial LP | 38,998 | $5.49M | 0.03% | +9,917+34.1% | Added |
| Stock Yards Bank & Trust Co | 39,108 | $5.51M | 0.18% | +1,111+2.9% | Added |
| Cito Capital Group, LLC | 39,155 | $5.51M | 1.92% | +3,300+9.2% | Added |
| Vident Advisory, LLC | 39,270 | $5.53M | 0.06% | −17,387−30.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,407 | $5.55M | 0.09% | +51+0.1% | Added |
| Core Alternative Capital | 39,590 | $5.58M | 1.53% | −1,773−4.3% | Reduced |
| Independent Advisor Alliance | 39,935 | $5.63M | 0.16% | −2,493−5.9% | Reduced |
| City Holding Co | 39,945 | $5.63M | 0.74% | +1,555+4.1% | Added |
| Cary Street Partners Financial LLC | 40,195 | $5.66M | 0.16% | +15,142+60.4% | Added |
| Union Bancaire Privee, UBP SA | 46,295 | $5.70M | 0.09% | +1,014+2.2% | Added |
| Cullinan Associates Inc | 40,472 | $5.70M | 0.38% | +3,420+9.2% | Added |
| Jefferies Financial Group Inc. | 40,623 | $5.72M | 0.09% | −7,519−15.6% | Reduced |
| HighPoint Advisor Group LLC | 41,060 | $5.78M | 0.31% | −80.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,270 | $5.81M | 1.09% | −606−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 41,400 | $5.83M | 0.11% | +2,625+6.8% | Added |
| United Capital Financial Advisers, LLC | 41,546 | $5.85M | 0.05% | −222−0.5% | Reduced |
| Hamilton Capital Partners Inc. | 41,548 | $5.85M | 0.30% | +3,603+9.5% | Added |
| SevenBridge Financial Group, LLC | 40,006 | $5.89M | 1.04% | +2,161+5.7% | Added |
| Point72 Asset Management, L.P. | 42,168 | $5.94M | 0.01% | +42,168 | New |
| Andra AP-fonden | 42,311 | $5.96M | 0.08% | +7,600+21.9% | Added |
| SkyOak Wealth, LLC | 42,627 | $6.00M | 1.21% | +60.0% | Added |
| Occidental Asset Management, LLC | 42,760 | $6.02M | 0.83% | +574+1.4% | Added |
| Investment Management Corp of Ontario | 43,742 | $6.16M | 0.09% | −4,500−9.3% | Reduced |
| Torray LLC | 44,071 | $6.21M | 0.90% | −1,242−2.7% | Reduced |
| EP Wealth Advisors, LLC | 44,360 | $6.25M | 0.04% | +11,087+33.3% | Added |
| Westpac Banking Corp | 44,525 | $6.27M | 0.42% | −1,785−3.9% | Reduced |
| ABN AMRO Bank N.V. | 44,329 | $6.28M | 0.08% | +1,436+3.3% | Added |
| Toroso Investments, LLC | 44,784 | $6.31M | 0.04% | −1,795−3.9% | Reduced |
| Linscomb & Williams, Inc. | 44,785 | $6.31M | 0.29% | +219+0.5% | Added |
| Trajan Wealth LLC | 44,798 | $6.31M | 0.31% | −589−1.3% | Reduced |
| Vise Technologies, Inc. | 44,949 | $6.33M | 0.26% | +44,949 | New |
| Empirical Finance, LLC | 45,122 | $6.36M | 0.33% | +275+0.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $6.36M | 0.33% | +434+1.0% | Added |
| Bradyco, Inc. | 45,328 | $6.38M | 4.68% | 00.0% | Unchanged |
| Summit Financial, LLC | 46,531 | $6.55M | 0.15% | −1,233−2.6% | Reduced |
| Worm Capital, LLC | 46,858 | $6.60M | 5.82% | −8,566−15.5% | Reduced |
| Providence Capital Advisors, LLC | 47,000 | $6.62M | 1.22% | +3,900+9.0% | Added |
| Hennessy Advisors Inc | 47,200 | $6.65M | 0.22% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 48,233 | $6.79M | 0.14% | +23,576+95.6% | Added |
| First National Trust Co | 48,269 | $6.80M | 0.25% | +1,278+2.7% | Added |
| Joel Isaacson & Co., LLC | 48,383 | $6.82M | 0.28% | −115−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 48,383 | $6.82M | 0.57% | +1,277+2.7% | Added |
| Covea Finance | 48,500 | $6.83M | 0.25% | +19,700+68.4% | Added |
| Jones Financial Companies LLLP | 49,081 | $6.91M | 0.01% | +5,909+13.7% | Added |
| Consolidated Investment Group LLC | 49,215 | $6.93M | 0.93% | 00.0% | Unchanged |
| Glenview Trust Co | 49,570 | $6.98M | 0.12% | +1,105+2.3% | Added |
| Xcel Wealth Management, LLC | 49,570 | $6.98M | 1.99% | −405−0.8% | Reduced |
| Elk River Wealth Management, LLC | 49,662 | $7.00M | 1.20% | −541−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 49,736 | $7.00M | 0.22% | +446+0.9% | Added |
| Verition Fund Management LLC | 49,803 | $7.02M | 0.04% | +29,925+150.5% | Added |
| UBS Oconnor LLC | 50,000 | $7.04M | 0.19% | +50,000 | New |
| Walleye Capital LLC | 50,062 | $7.05M | 0.07% | −69,974−58.3% | Reduced |
| E. Ohman J:or Asset Management AB | 50,168 | $7.07M | 0.18% | −3,278−6.1% | Reduced |
| NatWest Group plc | 50,326 | $7.09M | 2.10% | +91+0.2% | Added |
| RSM US Wealth Management LLC | 51,155 | $7.21M | 0.10% | +3,435+7.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,228 | $7.36M | 1.92% | −190−0.4% | Reduced |