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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 52,820 | $7.44M | 0.38% | +2,923+5.9% | Added |
| Capital International Sarl | 52,837 | $7.44M | 0.14% | +3,150+6.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 52,972 | $7.46M | 1.86% | −5,058−8.7% | Reduced |
| Old Second National Bank of Aurora | 53,112 | $7.48M | 1.63% | −662−1.2% | Reduced |
| Aureus Asset Management, LLC | 53,247 | $7.50M | 0.48% | +40+0.1% | Added |
| Barometer Capital Management Inc. | 53,977 | $7.55M | 2.09% | +53,977 | New |
| Strategic Planning Group, LLC | 54,032 | $7.61M | 1.24% | +54,032 | New |
| Parallel Advisors, LLC | 54,685 | $7.70M | 0.15% | +1,092+2.0% | Added |
| Raiffeisen Bank International AG | 55,968 | $7.71M | 0.11% | +12,721+29.4% | Added |
| Nordwand Advisors, LLC | 54,724 | $7.71M | 1.22% | +54,611+48,328.3% | Added |
| Jupiter Wealth Management LLC | 52,825 | $7.81M | 3.94% | +3,807+7.8% | Added |
| Huntington National Bank | 55,455 | $7.81M | 0.05% | +2,192+4.1% | Added |
| Trifecta Capital Advisors, LLC | 55,778 | $7.86M | 1.31% | +5,506+11.0% | Added |
| Metis Global Partners, LLC | 55,965 | $7.88M | 0.20% | −4,123−6.9% | Reduced |
| Maryland State Retirement & Pension System | 55,978 | $7.89M | 0.17% | +2,264+4.2% | Added |
| White Pine Investment CO | 56,038 | $7.89M | 1.97% | −1,390−2.4% | Reduced |
| Private Wealth Partners, LLC | 56,224 | $7.92M | 0.62% | −5,700−9.2% | Reduced |
| Becker Capital Management Inc | 56,748 | $7.99M | 0.25% | −1,348−2.3% | Reduced |
| Integrated Advisors Network LLC | 57,089 | $8.04M | 0.36% | +28,093+96.9% | Added |
| Hilltop Holdings Inc. | 57,602 | $8.11M | 0.52% | +6,831+13.5% | Added |
| Great Valley Advisor Group, Inc. | 57,657 | $8.12M | 0.18% | +9,508+19.7% | Added |
| FJ Capital Management LLC | 57,696 | $8.13M | 0.86% | +57,696 | New |
| New Mexico Educational Retirement Board | 58,010 | $8.17M | 0.27% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 58,250 | $8.21M | 0.12% | +3,997+7.4% | Added |
| Cunning Capital Partners, LP | 58,541 | $8.25M | 4.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 58,655 | $8.26M | 0.20% | +29,704+102.6% | Added |
| Citizens Financial Group Inc | 58,701 | $8.27M | 0.13% | +1,688+3.0% | Added |
| ING Groep NV | 59,744 | $8.42M | 0.05% | +4,241+7.6% | Added |
| Zacks Investment Management | 59,795 | $8.42M | 0.07% | +1,116+1.9% | Added |
| Baugh & Associates, LLC | 66,144 | $8.55M | 4.46% | −3,136−4.5% | Reduced |
| Assenagon Asset Management S.A. | 60,767 | $8.56M | 0.01% | +1,468+2.5% | Added |
| Caisse des Depots Et Consignations | 61,036 | $8.60M | 0.36% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 62,091 | $8.75M | 0.31% | −7,222−10.4% | Reduced |
| Principal Street Partners, LLC | 62,976 | $8.87M | 0.87% | +6,193+10.9% | Added |
| Iowa State Bank | 63,040 | $8.88M | 1.77% | −1,510−2.3% | Reduced |
| Greenwood Capital Associates LLC | 63,152 | $8.90M | 1.11% | −15,959−20.2% | Reduced |
| Venture Visionary Partners LLC | 63,373 | $8.93M | 0.34% | +42,404+202.2% | Added |
| GLOBALT Investments LLC | 63,585 | $8.96M | 0.34% | −4,067−6.0% | Reduced |
| Park Avenue Securities LLC | 63,774 | $8.98M | 0.08% | +7,696+13.7% | Added |
| Synovus Financial Corp | 63,968 | $9.01M | 0.11% | +3,695+6.1% | Added |
| Securian Asset Management, Inc | 64,550 | $9.09M | 0.26% | −996−1.5% | Reduced |
| Albion Financial Group | 65,170 | $9.18M | 0.60% | +487+0.8% | Added |
| Louisiana State Employees Retirement System | 65,200 | $9.18M | 0.17% | −1,300−2.0% | Reduced |
| La Banque Postale Asset Management SA | 66,449 | $9.36M | 0.13% | −20,233−23.3% | Reduced |
| Montag A & Associates Inc | 66,718 | $9.40M | 0.46% | −1,156−1.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 66,936 | $9.43M | 1.03% | −1,523−2.2% | Reduced |
| Hartline Investment Corp | 67,012 | $9.44M | 1.07% | −14,602−17.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 67,364 | $9.49M | 0.89% | −4,066−5.7% | Reduced |
| Leuthold Group, LLC | 67,646 | $9.53M | 1.14% | −1,016−1.5% | Reduced |
| Thrivent Financial for Lutherans | 67,894 | $9.56M | 0.02% | +7,551+12.5% | Added |
| Burns J W & Co Inc | 68,049 | $9.59M | 1.16% | −930−1.3% | Reduced |
| Norinchukin Bank, The | 68,537 | $9.65M | 0.14% | +3,711+5.7% | Added |
| Coldstream Capital Management Inc | 68,546 | $9.66M | 0.16% | +6,054+9.7% | Added |
| Thompson Siegel & Walmsley LLC | 68,872 | $9.70M | 0.16% | +25,500+58.8% | Added |
| Alley Investment Management Company, LLC | 69,088 | $9.73M | 1.18% | +6,619+10.6% | Added |
| Interval Partners, LP | 69,948 | $9.85M | 0.23% | +69,948 | New |
| Liontrust Investment Partners LLP | 70,229 | $9.89M | 0.14% | −31,351−30.9% | Reduced |
| Merit Financial Group, LLC | 70,702 | $9.96M | 0.11% | +44,509+169.9% | Added |
| Flputnam Investment Management Co | 71,102 | $10.0M | 0.17% | −17,527−19.8% | Reduced |
| LGT Group Foundation | 71,760 | $10.1M | 0.13% | +51,823+259.9% | Added |
| Vinva Investment Management Ltd | 71,931 | $10.1M | 0.27% | +34,834+93.9% | Added |
| Hourglass Capital, LLC | 72,785 | $10.3M | 2.53% | −1,200−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 72,883 | $10.3M | 0.08% | +21,137+40.8% | Added |
| DCM Advisors, LLC | 72,965 | $10.3M | 4.41% | +7,108+10.8% | Added |
| Jacobs Levy Equity Management, Inc | 73,354 | $10.3M | 0.04% | +413+0.6% | Added |
| Intact Investment Management Inc. | 73,400 | $10.3M | 0.35% | −15,100−17.1% | Reduced |
| Kentucky Retirement Systems | 73,511 | $10.4M | 0.30% | −4,817−6.1% | Reduced |
| Ieq Capital, LLC | 73,632 | $10.4M | 0.06% | −53,177−41.9% | Reduced |
| Intech Investment Management LLC | 73,683 | $10.4M | 0.10% | −39,083−34.7% | Reduced |
| Oliver Luxxe Assets LLC | 74,154 | $10.4M | 1.86% | +1,394+1.9% | Added |
| HB Wealth Management, LLC | 74,318 | $10.5M | 0.08% | +4,026+5.7% | Added |
| Abn Amro Investment Solutions | 74,400 | $10.5M | 0.21% | +2,035+2.8% | Added |
| Guggenheim Capital LLC | 74,419 | $10.5M | 0.09% | −6,570−8.1% | Reduced |
| D.A. Davidson & Co. | 74,555 | $10.5M | 0.07% | −1,323−1.7% | Reduced |
| Loomis Sayles & Co L P | 74,588 | $10.5M | 0.01% | +1,251+1.7% | Added |
| Hartford Investment Management Co | 74,604 | $10.5M | 0.33% | −946−1.3% | Reduced |
| Advocate Group LLC | 74,992 | $10.6M | 1.89% | −1,908−2.5% | Reduced |
| Edgestream Partners, L.P. | 75,118 | $10.6M | 0.29% | −613−0.8% | Reduced |
| Omers Administration Corp | 75,616 | $10.7M | 0.08% | −100−0.1% | Reduced |
| Private Advisor Group, LLC | 75,831 | $10.7M | 0.06% | +1,250+1.7% | Added |
| Castleark Management LLC | 76,510 | $10.8M | 0.32% | +30,610+66.7% | Added |
| Geneos Wealth Management Inc. | 76,749 | $10.8M | 0.26% | +27,902+57.1% | Added |
| Westbourne Investment Advisors, Inc. | 76,750 | $10.8M | 3.28% | +538+0.7% | Added |
| Shelton Capital Management | 77,205 | $10.9M | 0.25% | −44,749−36.7% | Reduced |
| Advisors Asset Management, Inc. | 77,628 | $10.9M | 0.20% | −6,100−7.3% | Reduced |
| Calamos Wealth Management LLC | 77,891 | $11.0M | 0.47% | +2,120+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,943 | $11.0M | 0.50% | +27,100+53.3% | Added |
| German American Bancorp, Inc. | 79,181 | $11.2M | 1.09% | −52−0.1% | Reduced |
| Eagle Capital Management LLC | 79,588 | $11.2M | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 80,367 | $11.3M | 0.66% | +21,151+35.7% | Added |
| Massmutual Trust Co FSB | 80,801 | $11.4M | 0.30% | +280+0.3% | Added |
| McGuire Investment Group, LLC | 81,216 | $11.4M | 1.46% | +1,096+1.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 82,345 | $11.6M | 0.11% | +33,660+69.1% | Added |
| Apollon Wealth Management, LLC | 82,358 | $11.6M | 0.23% | +9,674+13.3% | Added |
| Avanza Fonder AB | 82,494 | $11.6M | 0.34% | −11,426−12.2% | Reduced |
| Earnest Partners LLC | 84,126 | $11.8M | 0.05% | −5,388−6.0% | Reduced |
| LMCG Investments, LLC | 85,141 | $12.0M | 0.75% | +3,283+4.0% | Added |
| Mizuho Securities USA LLC | 85,378 | $12.0M | 0.26% | +85,378 | New |
| Allianz SE | 85,567 | $12.1M | 0.28% | −2,430−2.8% | Reduced |
| Brinker Capital Investments, LLC | 85,584 | $12.1M | 0.10% | −834−1.0% | Reduced |