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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 139 | $19.6K | 0.01% | +139 | New |
| Redmont Wealth Advisors LLC | 142 | $20.0K | 0.03% | +142 | New |
| 10Elms LLP | 143 | $20.1K | 0.02% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 145 | $20.4K | 0.02% | +66+83.5% | Added |
| Arlington Trust Co LLC | 148 | $20.8K | 0.00% | +131+770.6% | Added |
| First PREMIER Bank | 156 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 171 | $24.1K | 0.01% | +171 | New |
| Quest 10 Wealth Builders, Inc. | 171 | $24.1K | 0.02% | −1−0.6% | Reduced |
| Red Tortoise LLC | 175 | $24.6K | 0.01% | +1+0.6% | Added |
| Dunhill Financial, LLC | 175 | $24.7K | 0.01% | +59+50.9% | Added |
| True Wealth Design, LLC | 178 | $25.1K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 178 | $25.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 179 | $25.2K | 0.00% | +155+645.8% | Added |
| Stephens Consulting, LLC | 181 | $25.5K | 0.01% | +56+44.8% | Added |
| Broadwater Capital Management LLC | 25,777 | $25.8K | 0.02% | +25,594+13,985.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $26.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 191 | $26.9K | 0.01% | +1+0.5% | Added |
| Highline Wealth Partners LLC | 191 | $26.9K | 0.01% | +16+9.1% | Added |
| Kathleen S. Wright Associates Inc. | 192 | $27.0K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 192 | $27.0K | 0.02% | −822−81.1% | Reduced |
| Avion Wealth | 199 | $28.0K | 0.01% | +58+41.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 200 | $28.1K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $28.2K | 0.02% | +200 | New |
| Cornerstone Planning Group LLC | 204 | $28.7K | 0.01% | −164−44.6% | Reduced |
| Bare Financial Services, Inc | 212 | $29.9K | 0.01% | +13+6.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $30.0K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 214 | $30.1K | 0.01% | −88−29.1% | Reduced |
| IAG Wealth Partners, LLC | 219 | $30.8K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 229 | $32.3K | 0.02% | +229 | New |
| Banque Transatlantique SA | 230 | $32.6K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 232 | $32.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 239 | $33.7K | 0.01% | −68−22.1% | Reduced |
| Coastal Investment Advisors, Inc. | 244 | $34.4K | 0.01% | −133−35.3% | Reduced |
| RMG Wealth Management LLC | 248 | $35.0K | 0.01% | +248 | New |
| Abound Wealth Management | 252 | $35.5K | 0.01% | +93+58.5% | Added |
| Iron Horse Wealth Management, LLC | 259 | $36.5K | 0.01% | −7−2.6% | Reduced |
| Dogwood Wealth Management LLC | 262 | $37.0K | 0.02% | +139+113.0% | Added |
| Hopwood Financial Services, Inc. | 264 | $37.2K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $37.3K | 0.03% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 267 | $37.6K | 0.01% | +267 | New |
| Wood Tarver Financial Group, LLC | 275 | $38.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 273 | $38.4K | 0.01% | +90+49.2% | Added |
| Crowley Wealth Management, Inc. | 273 | $38.5K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 275 | $38.7K | 0.02% | −42−13.2% | Reduced |
| Team Financial Group, LLC | 276 | $38.9K | 0.02% | +276 | New |
| Byrne Asset Management LLC | 284 | $40.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 285 | $40.1K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 285 | $40.2K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 291 | $41.0K | 0.02% | +112+62.6% | Added |
| Signature Resources Capital Management, LLC | 294 | $41.4K | 0.03% | +294 | New |
| Maryland Capital Advisors Inc. | 300 | $42.3K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $42.3K | 0.02% | +300 | New |
| Access Investment Management LLC | 303 | $42.7K | 0.01% | +303 | New |
| UMA Financial Services, Inc. | 305 | $42.9K | 0.01% | +8+2.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 305 | $43.0K | 0.01% | +50+19.6% | Added |
| Tobam | 308 | $43.0K | 0.02% | +308 | New |
| DHJJ Financial Advisors, Ltd. | 338 | $47.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 341 | $48.0K | 0.01% | −191−35.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 346 | $48.7K | 0.00% | +16+4.8% | Added |
| Olistico Wealth, LLC | 354 | $49.9K | 0.03% | +200+129.9% | Added |
| Financial Network Wealth Advisors LLC | 356 | $50.1K | 0.06% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 360 | $50.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 363 | $51.1K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 365 | $51.4K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 370 | $52.2K | 0.05% | +2+0.5% | Added |
| Park Square Financial Group, LLC | 372 | $52.4K | 0.04% | +19+5.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $53.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 385 | $54.2K | 0.01% | +52+15.6% | Added |
| Flagship Wealth Advisors, LLC | 396 | $55.8K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 398 | $56.1K | 0.01% | +10+2.6% | Added |
| Twin Lakes Capital Management, LLC | 408 | $57.5K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 417 | $58.8K | 0.01% | +115+38.1% | Added |
| Opal Wealth Advisors, LLC | 419 | $59.0K | 0.02% | +217+107.4% | Added |
| Eukles Asset Management | 426 | $60.0K | 0.02% | −40−8.6% | Reduced |
| Ancora Advisors, LLC | 426 | $60.0K | 0.00% | +129+43.4% | Added |
| VSM Wealth Advisory, LLC | 427 | $60.2K | 0.02% | −353−45.3% | Reduced |
| Sittner & Nelson, LLC | 433 | $61.0K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $62.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 451 | $63.6K | 0.02% | +1+0.2% | Added |
| LRI Investments, LLC | 457 | $64.4K | 0.01% | +364+391.4% | Added |
| Itau Unibanco Holding S.A. | 564 | $65.8K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 470 | $66.2K | 0.05% | 00.0% | Unchanged |
| Winnow Wealth LLC | 470 | $66.2K | 0.05% | +428+1,019.0% | Added |
| Salomon & Ludwin, LLC | 475 | $67.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 483 | $68.0K | 0.00% | −51−9.6% | Reduced |
| Activest Wealth Management | 492 | $69.3K | 0.02% | −313−38.9% | Reduced |
| Solstein Capital, LLC | 493 | $69.4K | 0.04% | +237+92.6% | Added |
| Beutel, Goodman & Co Ltd. | 500 | $70.0K | 0.00% | −500−50.0% | Reduced |
| Pineridge Advisors LLC | 500 | $70.4K | 0.03% | +500 | New |
| Boreal Capital Management LLC | 504 | $71.0K | 0.06% | +504 | New |
| Garde Capital, Inc. | 511 | $72.0K | 0.00% | +257+101.2% | Added |
| WPG Advisers, LLC | 515 | $72.5K | 0.06% | +60+13.2% | Added |
| Aviso Financial Inc. | 520 | $73.2K | 0.00% | +20+4.0% | Added |
| Curio Wealth, LLC | 527 | $74.2K | 0.03% | +525+26,250.0% | Added |
| Delos Wealth Advisors, LLC | 531 | $74.8K | 0.06% | +531 | New |
| CBIZ Investment Advisory Services, LLC | 538 | $75.8K | 0.00% | +327+155.0% | Added |
| Murphy & Mullick Capital Management Corp | 624 | $77.9K | 0.06% | +76+13.9% | Added |
| Semmax Financial Advisors Inc. | 544 | $78.5K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $78.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $80.0K | 0.03% | 00.0% | Unchanged |