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
- 2,208
- +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
- 894 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 313,372 | $44.1M | 0.26% | −9,338−2.9% | Reduced |
| Vontobel Holding Ltd. | 313,576 | $44.2M | 0.15% | −17,211−5.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 317,142 | $44.7M | 1.97% | +15,173+5.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 317,245 | $44.7M | 2.42% | −5,267−1.6% | Reduced |
| LGT Capital Partners Ltd. | 326,967 | $46.1M | 2.04% | −82,175−20.1% | Reduced |
| Prana Capital Management, LP | 327,342 | $46.1M | 1.67% | +42,731+15.0% | Added |
| Janney Montgomery Scott LLC | 327,631 | $46.1M | 0.12% | −5,665−1.7% | Reduced |
| Factory Mutual Insurance Co | 329,050 | $46.3M | 0.51% | −77,300−19.0% | Reduced |
| DJE Kapital AG | 331,071 | $46.7M | 1.14% | −99,230−23.1% | Reduced |
| Gradient Investments LLC | 331,198 | $46.7M | 0.85% | −4,802−1.4% | Reduced |
| State of Michigan Retirement System | 335,926 | $47.3M | 0.24% | +200+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 341,029 | $48.0M | 0.39% | +1,484+0.4% | Added |
| Comerica Bank | 342,918 | $48.3M | 0.19% | +23,604+7.4% | Added |
| Rockefeller Capital Management L.P. | 331,932 | $48.4M | 0.11% | −14,493−4.2% | Reduced |
| SG Americas Securities, LLC | 347,173 | $48.9M | 0.21% | +314,718+969.7% | Added |
| Ferguson Wellman Capital Management, Inc | 349,847 | $49.3M | 0.87% | +860+0.2% | Added |
| Arizona State Retirement System | 353,630 | $49.8M | 0.29% | +11,364+3.3% | Added |
| Quantinno Capital Management LP | 355,420 | $50.1M | 0.22% | +114,063+47.3% | Added |
| Fiduciary Trust Co | 358,324 | $50.5M | 0.62% | −5,828−1.6% | Reduced |
| Ofi Invest Asset Management | 421,597 | $50.6M | 1.25% | +21,366+5.3% | Added |
| Edgar Lomax Co | 359,675 | $50.7M | 3.20% | −5,750−1.6% | Reduced |
| Sarasin & Partners LLP | 367,543 | $51.8M | 0.52% | +1,718+0.5% | Added |
| Basswood Capital Management, L.L.C. | 369,259 | $52.0M | 2.59% | 00.0% | Unchanged |
| Man Group plc | 371,908 | $52.4M | 0.11% | −45,755−11.0% | Reduced |
| Todd Asset Management LLC | 382,663 | $53.9M | 1.16% | −4,176−1.1% | Reduced |
| Capital Fund Management S.A. | 384,756 | $54.2M | 0.60% | −446,991−53.7% | Reduced |
| Clearbridge Investments, LLC | 385,043 | $54.2M | 0.04% | −18,785−4.7% | Reduced |
| Agf Management Ltd | 385,876 | $54.4M | 0.25% | +57,898+17.7% | Added |
| Schonfeld Strategic Advisors LLC | 395,039 | $55.6M | 0.42% | +262,378+197.8% | Added |
| Banco Santander, S.A. | 395,457 | $55.7M | 0.53% | +33,507+9.3% | Added |
| State of New Jersey Common Pension Fund D | 406,318 | $57.2M | 0.22% | +1,625+0.4% | Added |
| STRS Ohio | 408,263 | $57.5M | 0.21% | +20,337+5.2% | Added |
| AMF Pensionsforsakring AB | 409,071 | $57.6M | 0.38% | +196,836+92.7% | Added |
| Rafferty Asset Management, LLC | 413,521 | $58.2M | 0.19% | +6,298+1.5% | Added |
| Mackenzie Financial Corp | 415,882 | $58.6M | 0.08% | −946,529−69.5% | Reduced |
| Employees Retirement System of Texas | 421,200 | $59.3M | 0.48% | −11,600−2.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 421,440 | $59.4M | 0.29% | +25,578+6.5% | Added |
| Lazard Freres Gestion S.A.S. | 432,278 | $60.9M | 1.27% | +6,835+1.6% | Added |
| Gateway Investment Advisers LLC | 441,659 | $62.2M | 0.68% | −2,276−0.5% | Reduced |
| State of Tennessee, Treasury Department | 442,369 | $62.3M | 0.22% | −14,422−3.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 445,491 | $62.8M | 0.36% | −22,982−4.9% | Reduced |
| Handelsbanken Fonder AB | 448,563 | $63.2M | 0.22% | −22,108−4.7% | Reduced |
| Pinnacle Associates Ltd | 453,078 | $63.8M | 0.92% | −7,652−1.7% | Reduced |
| Donaldson Capital Management, LLC | 458,190 | $64.5M | 2.37% | −3,848−0.8% | Reduced |
| Acadian Asset Management LLC | 462,696 | $65.2M | 0.13% | +224,588+94.3% | Added |
| Commonwealth Equity Services, LLC | 463,321 | $65.3M | 0.09% | −3,643−0.8% | Reduced |
| Chilton Capital Management LLC | 463,808 | $65.3M | 2.39% | +116,157+33.4% | Added |
| Teewinot Capital Advisers, L.L.C. | 467,334 | $65.8M | 5.41% | +467,334 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 467,847 | $65.8M | 0.16% | +92,465+24.6% | Added |
| Public Employees Retirement System of Ohio | 474,775 | $66.9M | 0.23% | −498−0.1% | Reduced |
| MML Investors Services, LLC | 477,856 | $67.3M | 0.19% | +42,173+9.7% | Added |
| Calamos Advisors LLC | 487,782 | $68.7M | 0.29% | +42,795+9.6% | Added |
| Two Sigma Investments, LP | 493,318 | $69.5M | 0.13% | +470,113+2,025.9% | Added |
| Nisa Investment Advisors, LLC | 493,616 | $69.5M | 0.31% | −109,949−18.2% | Reduced |
| Candriam Luxembourg S.C.A. | 494,832 | $69.7M | 0.40% | −30,367−5.8% | Reduced |
| KLP Kapitalforvaltning AS | 497,089 | $70.0M | 0.30% | +17,100+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 497,229 | $70.0M | 0.16% | −29,430−5.6% | Reduced |
| Capital Advisors Inc | 503,461 | $70.9M | 1.27% | +343+0.1% | Added |
| Millennium Management LLC | 510,993 | $72.0M | 0.06% | −3,698,590−87.9% | Reduced |
| SEI Investments Co | 519,424 | $73.2M | 0.08% | −85,252−14.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 529,127 | $74.5M | 0.43% | −539,100−50.5% | Reduced |
| Nomura Asset Management Co Ltd | 531,015 | $74.8M | 0.21% | +5,240+1.0% | Added |
| Treasurer of the State of North Carolina | 538,006 | $75.8M | 0.24% | +12,934+2.5% | Added |
| AXA S.A. | 553,866 | $78.0M | 0.22% | +290,862+110.6% | Added |
| Asset Management One Co.,Ltd. | 559,867 | $78.9M | 0.25% | −33,334−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,191 | $79.0M | 0.19% | +40,574+7.8% | Added |
| TD Asset Management Inc | 565,320 | $79.6M | 0.07% | −21,002−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $82.6M | 0.15% | −105,095−15.2% | Reduced |
| CIBC World Markets Inc. | 591,147 | $83.3M | 0.18% | −195,522−24.9% | Reduced |
| Truist Financial Corp | 599,415 | $84.4M | 0.12% | −3,482−0.6% | Reduced |
| Bank of Nova Scotia | 610,282 | $86.0M | 0.18% | −133,949−18.0% | Reduced |
| UniSuper Management Pty Ltd | 610,630 | $86.0M | 0.58% | −216,252−26.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 616,575 | $86.9M | 4.08% | −1,634−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 618,110 | $87.1M | 0.31% | +327,870+113.0% | Added |
| Danske Bank A/S | 618,224 | $87.1M | 0.22% | +45,301+7.9% | Added |
| Primecap Management Co | 635,781 | $89.6M | 0.07% | −514,364−44.7% | Reduced |
| Royal London Asset Management Ltd | 638,958 | $90.0M | 0.21% | −25,449−3.8% | Reduced |
| TCW Group Inc | 641,942 | $90.4M | 0.71% | +1,303+0.2% | Added |
| Virginia Retirement Systems Et Al | 654,400 | $92.2M | 0.64% | +17,000+2.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 657,397 | $92.6M | 0.27% | +3,539+0.5% | Added |
| State of Wisconsin Investment Board | 681,622 | $96.0M | 0.23% | −76,640−10.1% | Reduced |
| Toronto Dominion Bank | 684,045 | $96.4M | 0.21% | +298,762+77.5% | Added |
| Robeco Institutional Asset Management B.V. | 714,540 | $100.7M | 0.16% | −241,746−25.3% | Reduced |
| Artisan Partners Limited Partnership | 720,474 | $101.5M | 0.15% | −14,680−2.0% | Reduced |
| Swiss Life Asset Management Ltd | 738,138 | $104.0M | 0.61% | +10,359+1.4% | Added |
| Russell Investments Group, Ltd. | 750,583 | $105.7M | 0.13% | −89,414−10.6% | Reduced |
| US Bancorp | 755,354 | $106.4M | 0.13% | +1,953+0.3% | Added |
| Rathbone Brothers plc | 762,845 | $107.5M | 0.46% | +57,532+8.2% | Added |
| DnB Asset Management AS | 783,785 | $110.4M | 0.46% | +5,229+0.7% | Added |
| Pictet Asset Management Holding SA | 789,947 | $111.3M | 0.11% | −6,428−0.8% | Reduced |
| Mariner, LLC | 790,806 | $111.4M | 0.16% | +27,715+3.6% | Added |
| Pzena Investment Management LLC | 791,167 | $111.4M | 0.36% | +27,993+3.7% | Added |
| Aristotle Capital Management, LLC | 795,487 | $112.1M | 0.22% | 00.0% | Unchanged |
| Kames Capital plc | 797,191 | $112.2M | 1.44% | +42,311+5.6% | Added |
| RBF Capital, LLC | 810,432 | $114.2M | 5.65% | +810,432 | New |
| Storebrand Asset Management AS | 812,127 | $114.4M | 0.33% | +10,291+1.3% | Added |
| Retirement Systems of Alabama | 817,264 | $115.1M | 0.41% | −54,714−6.3% | Reduced |
| M&T Bank Corp | 817,487 | $115.2M | 0.40% | +2,854+0.4% | Added |
| First Trust Advisors LP | 840,460 | $118.4M | 0.10% | +22,757+2.8% | Added |
| Capitolis Liquid Global Markets LLC | 860,000 | $121.1M | 0.89% | +860,000 | New |