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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 166,148 | $23.4M | 0.30% | +20,515+14.1% | Added |
| SCS Capital Management LLC | 166,446 | $23.4M | 0.26% | +123,655+289.0% | Added |
| Yousif Capital Management, LLC | 166,900 | $23.5M | 0.25% | −2,727−1.6% | Reduced |
| Copeland Capital Management, LLC | 167,531 | $23.6M | 0.49% | −237−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 167,560 | $23.6M | 0.05% | −212,226−55.9% | Reduced |
| Captrust Financial Advisors | 168,430 | $23.7M | 0.05% | −453−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 168,452 | $23.7M | 0.08% | +20,975+14.2% | Added |
| Assetmark, Inc | 169,406 | $23.9M | 0.06% | +8,781+5.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 171,344 | $24.1M | 0.22% | −112,713−39.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,732 | $24.2M | 0.22% | +5,900+3.6% | Added |
| Connors Investor Services Inc | 172,437 | $24.3M | 2.15% | −45,326−20.8% | Reduced |
| Umb Bank N A | 173,054 | $24.4M | 0.38% | −6,511−3.6% | Reduced |
| Capital Group Private Client Services, Inc. | 174,626 | $24.6M | 0.21% | −4,787−2.7% | Reduced |
| Varma Mutual Pension Insurance Co | 175,112 | $24.7M | 0.18% | −8,900−4.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 175,529 | $24.7M | 0.23% | +8,179+4.9% | Added |
| Picton Mahoney Asset Management | 175,628 | $24.7M | 0.35% | +175,628 | New |
| Fred Alger Management, LLC | 176,323 | $24.8M | 0.11% | +17,999+11.4% | Added |
| Xponance, Inc. | 178,934 | $25.2M | 0.21% | +20.0% | Added |
| Mercer Global Advisors Inc | 179,023 | $25.2M | 0.06% | +5,168+3.0% | Added |
| Pathstone Holdings, LLC | 180,026 | $25.4M | 0.10% | +2,827+1.6% | Added |
| Diamond Hill Capital Management Inc | 181,422 | $25.6M | 0.12% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 181,692 | $25.6M | 0.30% | −666−0.4% | Reduced |
| TCG Advisory Services, LLC | 182,319 | $25.7M | 0.90% | +6,668+3.8% | Added |
| Ethic Inc. | 184,382 | $25.9M | 0.46% | +15,414+9.1% | Added |
| JustInvest LLC | 184,436 | $26.0M | 0.29% | +44,161+31.5% | Added |
| New York Life Investment Management LLC | 184,747 | $26.0M | 0.24% | +1,985+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 182,570 | $26.3M | 0.71% | +182+0.1% | Added |
| Daiwa Securities Group Inc. | 187,020 | $26.3M | 0.10% | +9,714+5.5% | Added |
| Utah Retirement Systems | 189,258 | $26.7M | 0.28% | −614−0.3% | Reduced |
| British Columbia Investment Management Corp | 190,581 | $26.8M | 0.16% | −40,494−17.5% | Reduced |
| Payden & Rygel | 190,700 | $26.9M | 2.22% | +1,700+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 191,333 | $27.0M | 0.25% | +36,800+23.8% | Added |
| Susquehanna International Group, LLP | 191,926 | $27.0M | 0.04% | −526,495−73.3% | Reduced |
| Hosking Partners LLP | 191,936 | $27.0M | 1.08% | −1,302−0.7% | Reduced |
| CIBC Asset Management Inc | 194,961 | $27.5M | 0.09% | −26,684−12.0% | Reduced |
| LVM Capital Management Ltd | 195,366 | $27.5M | 2.85% | −1,807−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 195,849 | $27.6M | 0.45% | −35,522−15.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 197,574 | $27.8M | 4.48% | −747−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 197,871 | $27.9M | 0.39% | +1,350+0.7% | Added |
| Hallmark Capital Management Inc | 198,396 | $27.9M | 2.01% | −4,050−2.0% | Reduced |
| AQR Capital Management LLC | 198,741 | $28.0M | 0.02% | −60,842−23.4% | Reduced |
| Sequoia Financial Advisors, LLC | 200,218 | $28.2M | 0.19% | +12,425+6.6% | Added |
| Scotia Capital Inc. | 200,761 | $28.3M | 0.13% | +74,143+58.6% | Added |
| Camden Capital, LLC | 203,261 | $28.6M | 2.69% | +650.0% | Added |
| USS Investment Management Ltd | 203,469 | $28.6M | 0.18% | +1,389+0.7% | Added |
| Harvest Portfolios Group Inc. | 204,014 | $28.7M | 0.67% | +14,060+7.4% | Added |
| First Manhattan Co | 206,573 | $29.1M | 0.08% | +20,922+11.3% | Added |
| Fukoku Mutual Life Insurance Co | 209,554 | $29.5M | 1.88% | −694−0.3% | Reduced |
| Pacific Heights Asset Management LLC | 210,000 | $29.6M | 1.58% | +25,000+13.5% | Added |
| Capital International Inc | 210,453 | $29.6M | 0.29% | +59,241+39.2% | Added |
| Chilton Investment Co LLC | 212,113 | $29.9M | 0.66% | −48,239−18.5% | Reduced |
| Bailard, Inc. | 213,830 | $30.1M | 0.70% | −495−0.2% | Reduced |
| Freestone Grove Partners LP | 215,430 | $30.3M | 0.23% | +215,430 | New |
| TD Waterhouse Canada Inc. | 217,039 | $30.6M | 0.22% | −28,728−11.7% | Reduced |
| ExodusPoint Capital Management, LP | 218,280 | $30.7M | 0.37% | +218,280 | New |
| Cetera Investment Advisers | 221,331 | $30.8M | 0.05% | +14,107+6.8% | Added |
| Gabelli Funds LLC | 219,437 | $30.9M | 0.22% | −25,032−10.2% | Reduced |
| Pinebridge Investments, L.P. | 219,440 | $30.9M | 0.25% | −426,030−66.0% | Reduced |
| Boston Common Asset Management, LLC | 226,009 | $31.8M | 0.89% | −2,363−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 231,700 | $32.6M | 0.23% | −1,800−0.8% | Reduced |
| Colony Group, LLC | 232,883 | $32.8M | 0.07% | +62,533+36.7% | Added |
| Aptus Capital Advisors, LLC | 234,951 | $33.1M | 0.33% | +13,987+6.3% | Added |
| Amalgamated Bank | 235,470 | $33.2M | 0.26% | −1,558−0.7% | Reduced |
| Maple Capital Management, Inc. | 236,161 | $33.3M | 2.28% | −12,730−5.1% | Reduced |
| Cerity Partners LLC | 237,331 | $33.4M | 0.06% | +7,022+3.0% | Added |
| IFM Investors Pty Ltd | 237,435 | $33.4M | 0.32% | +11,098+4.9% | Added |
| Keybank National Association | 241,886 | $34.1M | 0.13% | −4,549−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 258,225 | $34.3M | 0.06% | +93,961+57.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 244,984 | $34.5M | 0.28% | +93,000+61.2% | Added |
| Bollard Group LLC | 245,883 | $34.6M | 0.79% | +26,543+12.1% | Added |
| Heritage Investors Management Corp | 246,115 | $34.7M | 1.10% | −5,901−2.3% | Reduced |
| Erste Asset Management GmbH | 247,209 | $34.8M | 0.29% | +82,064+49.7% | Added |
| O'Shaughnessy Asset Management, LLC | 249,540 | $35.2M | 0.24% | +44,241+21.5% | Added |
| Kovitz Investment Group Partners, LLC | 252,610 | $35.6M | 0.15% | +13,235+5.5% | Added |
| Moody Lynn & Lieberson, LLC | 252,876 | $35.6M | 2.06% | +6,102+2.5% | Added |
| Public Sector Pension Investment Board | 254,256 | $35.8M | 0.15% | −176,553−41.0% | Reduced |
| Ossiam | 254,800 | $35.9M | 0.40% | +90,817+55.4% | Added |
| Forsta Ap-Fonden | 259,463 | $36.5M | 0.24% | −22,500−8.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 263,575 | $37.1M | 0.04% | +15,623+6.3% | Added |
| Foundations Investment Advisors, LLC | 264,872 | $37.3M | 0.59% | +34,524+15.0% | Added |
| Conning Inc. | 267,502 | $37.7M | 1.29% | −22,927−7.9% | Reduced |
| Blue Chip Partners, Inc. | 268,859 | $37.9M | 3.09% | −8,375−3.0% | Reduced |
| Matrix Asset Advisors Inc | 269,515 | $38.0M | 3.84% | +9,164+3.5% | Added |
| Worldquant Millennium Advisors LLC | 273,157 | $38.5M | 0.19% | −22,299−7.5% | Reduced |
| ProShare Advisors LLC | 274,667 | $38.7M | 0.08% | −16,541−5.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 275,471 | $38.8M | 0.17% | −5,700−2.0% | Reduced |
| QRG Capital Management, Inc. | 280,127 | $39.5M | 0.34% | +17,571+6.7% | Added |
| Groupama Asset Managment | 282,288 | $39.7M | 0.66% | +8,694+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 283,479 | $39.9M | 0.08% | +43,827+18.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 288,064 | $40.6M | 0.90% | −746−0.3% | Reduced |
| Creative Planning | 289,306 | $40.8M | 0.03% | +18,763+6.9% | Added |
| Oppenheimer Asset Management Inc. | 292,594 | $41.2M | 0.47% | −1,272−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 294,909 | $41.5M | 0.07% | −524−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 295,170 | $41.6M | 0.04% | +12,238+4.3% | Added |
| Teacher Retirement System of Texas | 295,948 | $41.7M | 0.18% | −34,878−10.5% | Reduced |
| Czech National Bank | 301,957 | $42.5M | 0.33% | +17,748+6.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 302,970 | $42.7M | 0.23% | +19,995+7.1% | Added |
| GW&K Investment Management, LLC | 305,288 | $43.0M | 0.38% | −5,765−1.9% | Reduced |
| Baird Financial Group, Inc. | 307,484 | $43.3M | 0.08% | +9,827+3.3% | Added |
| Annex Advisory Services, LLC | 307,868 | $43.4M | 1.04% | +15,968+5.5% | Added |