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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 85,837 | $12.1M | 0.14% | −16,908−16.5% | Reduced |
| Banque Pictet & Cie SA | 87,342 | $12.3M | 0.13% | −1,899−2.1% | Reduced |
| F/M Investments LLC | 88,410 | $12.5M | 0.45% | +2,140+2.5% | Added |
| Lowe Brockenbrough & Co Inc | 88,439 | $12.5M | 0.70% | −1,187−1.3% | Reduced |
| Jupiter Asset Management Ltd | 91,110 | $12.8M | 0.11% | +20,177+28.4% | Added |
| Oppenheimer & Co Inc | 91,887 | $12.9M | 0.17% | +8,494+10.2% | Added |
| American Assets Investment Management, LLC | 92,000 | $13.0M | 1.04% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 92,161 | $13.0M | 1.18% | −139−0.2% | Reduced |
| Banque Cantonale Vaudoise | 92,344 | $13.0M | 0.53% | +8,925+10.7% | Added |
| DuPont Capital Management Corp | 94,101 | $13.3M | 1.42% | +10,882+13.1% | Added |
| Dark Forest Capital Management LP | 94,587 | $13.3M | 0.54% | +48,763+106.4% | Added |
| Nomura Holdings Inc | 94,655 | $13.3M | 0.11% | −167,734−63.9% | Reduced |
| Socorro Asset Management LP | 94,697 | $13.3M | 4.45% | −6,213−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 95,008 | $13.4M | 0.10% | +162+0.2% | Added |
| Cornerstone Advisors, LLC | 95,200 | $13.4M | 0.46% | +6,400+7.2% | Added |
| Baxter Bros Inc | 95,664 | $13.5M | 1.65% | +5,669+6.3% | Added |
| Howe & Rusling Inc | 95,785 | $13.5M | 1.00% | +2,784+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 96,049 | $13.5M | 0.80% | +171+0.2% | Added |
| Greystone Financial Group, LLC | 97,192 | $13.7M | 2.25% | −672−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 97,775 | $13.8M | 0.19% | −1,454−1.5% | Reduced |
| Fiduciary Alliance LLC | 98,486 | $13.9M | 1.03% | −17,195−14.9% | Reduced |
| Lighthouse Investment Partners, LLC | 98,586 | $13.9M | 0.60% | +98,586 | New |
| Stonegate Investment Group, LLC | 100,837 | $14.2M | 0.36% | +236+0.2% | Added |
| Viking Fund Management LLC | 102,000 | $14.4M | 1.97% | +7,000+7.4% | Added |
| New Republic Capital, LLC | 102,569 | $14.4M | 5.12% | +177+0.2% | Added |
| Haverford Trust Co | 102,624 | $14.5M | 0.14% | +3,963+4.0% | Added |
| NEOS Investment Management LLC | 102,962 | $14.5M | 0.18% | +21,405+26.2% | Added |
| GW Henssler & Associates Ltd | 103,485 | $14.6M | 0.78% | +103,485 | New |
| Optiver Holding B.V. | 104,456 | $14.7M | 0.40% | −253,107−70.8% | Reduced |
| Quadrature Capital Ltd | 104,915 | $14.8M | 0.25% | +104,915 | New |
| Oregon Public Employees Retirement Fund | 106,835 | $15.0M | 0.27% | +500+0.5% | Added |
| Level Four Advisory Services, LLC | 107,514 | $15.1M | 0.56% | +1,123+1.1% | Added |
| Jane Street Group, LLC | 107,976 | $15.2M | 0.02% | +29,120+36.9% | Added |
| Lyell Wealth Management, LP | 108,280 | $15.3M | 1.20% | +4,909+4.7% | Added |
| BTC Capital Management, Inc. | 109,031 | $15.3M | 1.25% | −308−0.3% | Reduced |
| Twin Tree Management, LP | 109,749 | $15.5M | 0.39% | +108,163+6,819.9% | Added |
| Cinctive Capital Management LP | 110,106 | $15.5M | 0.87% | −18,535−14.4% | Reduced |
| Kestra Advisory Services, LLC | 110,752 | $15.6M | 0.08% | +4,932+4.7% | Added |
| Elo Mutual Pension Insurance Co | 112,885 | $15.9M | 0.32% | +40,647+56.3% | Added |
| Avantax Advisory Services, Inc. | 113,283 | $16.0M | 0.09% | +2,424+2.2% | Added |
| Janney Capital Management LLC | 113,400 | $16.0M | 1.03% | −1,420−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 114,857 | $16.2M | 0.45% | −19,563−14.6% | Reduced |
| Orbis Allan Gray Ltd | 115,346 | $16.2M | 0.08% | +1,174+1.0% | Added |
| Bokf, NA | 116,045 | $16.3M | 0.26% | −29,900−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 116,466 | $16.4M | 0.07% | +9,675+9.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 116,744 | $16.4M | 0.16% | −34,643−22.9% | Reduced |
| Nixon Peabody Trust Co | 116,999 | $16.5M | 1.28% | −687−0.6% | Reduced |
| Generali Asset Management SPA SGR | 117,308 | $16.5M | 0.38% | −24,027−17.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 118,116 | $16.7M | 0.03% | +9,984+9.2% | Added |
| CWM, LLC | 118,528 | $16.7M | 0.06% | +1,228+1.0% | Added |
| Pacer Advisors, Inc. | 119,639 | $16.9M | 0.04% | +11,454+10.6% | Added |
| Grassi Investment Management | 120,050 | $16.9M | 1.35% | −700−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 121,686 | $17.1M | 0.05% | +24,576+25.3% | Added |
| PEAK6 LLC | 121,873 | $17.2M | 0.58% | −4,445−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 121,960 | $17.2M | 0.06% | −14,265−10.5% | Reduced |
| Capital Analysts, LLC | 123,803 | $17.4M | 0.58% | +5,722+4.8% | Added |
| Panagora Asset Management Inc | 128,156 | $18.1M | 0.08% | −2,088−1.6% | Reduced |
| OP Asset Management Ltd | 129,835 | $18.3M | 0.27% | +2,858+2.3% | Added |
| ARS Investment Partners, LLC | 130,510 | $18.4M | 1.34% | +128,810+7,577.1% | Added |
| Northwestern Mutual Wealth Management Co | 130,752 | $18.4M | 0.01% | −363−0.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 130,757 | $18.4M | 0.52% | +111,932+594.6% | Added |
| Oak Harvest Investment Services | 131,010 | $18.5M | 2.31% | +4,129+3.3% | Added |
| Woodline Partners LP | 133,620 | $18.8M | 0.10% | +29,079+27.8% | Added |
| Midwest Trust Co | 137,482 | $19.4M | 0.27% | +137,482 | New |
| FineMark National Bank & Trust | 138,729 | $19.5M | 0.67% | −1,256−0.9% | Reduced |
| State of Alaska, Department of Revenue | 138,824 | $19.6M | 0.21% | −6,175−4.3% | Reduced |
| Argent Trust Co | 139,305 | $19.6M | 0.74% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 139,704 | $19.7M | 0.19% | −5,489−3.8% | Reduced |
| Nexus Investment Management ULC | 141,701 | $20.0M | 2.98% | 00.0% | Unchanged |
| Empowered Funds, LLC | 142,299 | $20.0M | 0.23% | +62,565+78.5% | Added |
| Telos Capital Management, Inc. | 143,372 | $20.2M | 2.06% | −674−0.5% | Reduced |
| Lazard Asset Management LLC | 143,577 | $20.2M | 0.03% | −189,403−56.9% | Reduced |
| Prudential PLC | 144,045 | $20.3M | 0.12% | +15,856+12.4% | Added |
| Glenmede Investment Management, LP | 145,155 | $20.4M | 0.10% | +145,155 | New |
| Tiaa Trust, National Association | 145,794 | $20.5M | 0.05% | +101,039+225.8% | Added |
| Kestra Private Wealth Services, LLC | 146,103 | $20.6M | 0.30% | +1,497+1.0% | Added |
| Madison Asset Management, LLC | 146,288 | $20.6M | 0.22% | −9,046−5.8% | Reduced |
| Boston Trust Walden Corp | 148,233 | $20.9M | 0.15% | +145,810+6,017.7% | Added |
| Nissay Asset Management Corp | 149,282 | $21.0M | 0.12% | +460.0% | Added |
| GWM Advisors LLC | 149,984 | $21.1M | 0.11% | +5,787+4.0% | Added |
| Wealthfront Advisers LLC | 151,699 | $21.4M | 0.06% | +23,856+18.7% | Added |
| HRT Financial LP | 152,061 | $21.4M | 0.09% | +152,061 | New |
| Blair William & Co | 153,663 | $21.6M | 0.06% | −3,436−2.2% | Reduced |
| Bridger Management, LLC | 153,693 | $21.6M | 12.77% | −34,021−18.1% | Reduced |
| CIBC World Markets Corp | 154,381 | $21.7M | 0.14% | +2,451+1.6% | Added |
| Appleton Partners Inc | 154,906 | $21.8M | 1.54% | +168+0.1% | Added |
| RMB Capital Management, LLC | 155,609 | $21.9M | 0.42% | +24,809+19.0% | Added |
| Sanctuary Advisors, LLC | 157,698 | $22.2M | 0.14% | −3,038−1.9% | Reduced |
| ASR Vermogensbeheer N.V. | 158,196 | $22.3M | 0.29% | −18,789−10.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 158,208 | $22.3M | 0.04% | −13,011−7.6% | Reduced |
| Wesbanco Bank Inc | 158,507 | $22.3M | 0.66% | −590−0.4% | Reduced |
| Lido Advisors, LLC | 158,510 | $22.3M | 0.12% | −8,740−5.2% | Reduced |
| Pittenger & Anderson Inc | 159,347 | $22.4M | 0.82% | −320−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 161,094 | $22.7M | 0.07% | −2,961−1.8% | Reduced |
| MAI Capital Management | 162,634 | $22.9M | 0.16% | +1,246+0.8% | Added |
| Mutual of America Capital Management LLC | 162,873 | $22.9M | 0.25% | −2,760−1.7% | Reduced |
| Abner Herrman & Brock LLC | 163,426 | $23.0M | 2.57% | −56,659−25.7% | Reduced |
| NFJ Investment Group, LLC | 164,569 | $23.2M | 0.81% | −9,928−5.7% | Reduced |
| Magellan Asset Management Ltd | 164,869 | $23.2M | 0.27% | +5,146+3.2% | Added |
| Brown Advisory Inc | 164,931 | $23.2M | 0.03% | +8,867+5.7% | Added |