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
- 2,208
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 875,292 | $123.3M | 0.86% | −82,526−8.6% | Reduced |
| Swedbank AB | 889,963 | $125.4M | 0.14% | +889,963 | New |
| Brandywine Global Investment Management, LLC | 894,317 | $126.0M | 0.89% | −81,684−8.4% | Reduced |
| Douglas Lane & Associates, LLC | 896,454 | $126.3M | 1.83% | −53,822−5.7% | Reduced |
| Nordea Investment Management AB | 912,282 | $127.7M | 0.12% | +3,583+0.4% | Added |
| Nearwater Capital Markets, Ltd | 916,809 | $129.1M | 2.07% | +595,036+184.9% | Added |
| Aviva PLC | 930,579 | $131.1M | 0.27% | +51,182+5.8% | Added |
| APG Asset Management N.V. | 1,095,102 | $131.4M | 0.39% | +346,331+46.3% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $132.6M | 0.62% | +357,000+61.0% | Added |
| Korea Investment CORP | 945,678 | $133.2M | 0.30% | −101,357−9.7% | Reduced |
| Victory Capital Management Inc | 996,216 | $140.5M | 0.09% | +216,393+27.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 982,218 | $141.6M | 0.23% | +12,298+1.3% | Added |
| New York State Teachers Retirement System | 1,065,312 | $150.1M | 0.31% | −79,313−6.9% | Reduced |
| Natixis Advisors, L.P. | 1,078,625 | $151.9M | 0.24% | +18,006+1.7% | Added |
| Prudential Financial Inc | 1,081,545 | $152.3M | 0.20% | −531,474−32.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,085,434 | $152.9M | 0.26% | +7,000+0.6% | Added |
| American Century Companies Inc | 1,095,548 | $154.3M | 0.08% | −831,977−43.2% | Reduced |
| State Board of Administration of Florida Retirement System | 1,136,149 | $160.0M | 0.28% | +15,160+1.4% | Added |
| Standard Life Aberdeen plc | 1,146,379 | $160.9M | 0.27% | +88,022+8.3% | Added |
| Commerce Bank | 1,175,100 | $165.5M | 0.98% | −12,831−1.1% | Reduced |
| Qube Research & Technologies Ltd | 1,180,424 | $166.3M | 0.23% | −509,058−30.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,186,683 | $167.2M | 0.30% | −17,262−1.4% | Reduced |
| National Bank of Canada | 1,215,126 | $171.2M | 0.18% | +43,198+3.7% | Added |
| Rokos Capital Management LLP | 1,230,466 | $173.3M | 2.90% | +40,237+3.4% | Added |
| Balyasny Asset Management LLC | 1,231,064 | $173.4M | 0.39% | +1,150,600+1,430.0% | Added |
| Great West Life Assurance Co | 1,236,150 | $174.3M | 0.28% | +2,594+0.2% | Added |
| Focused Investors LLC | 1,249,900 | $176.1M | 5.76% | −27,100−2.1% | Reduced |
| CI Private Wealth, LLC | 1,255,179 | $176.8M | 0.26% | −2,659−0.2% | Reduced |
| Evercore Wealth Management, LLC | 1,261,942 | $177.8M | 2.76% | +19,944+1.6% | Added |
| Macquarie Group Ltd | 1,350,320 | $190.2M | 0.23% | −42,031−3.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,356,355 | $191.1M | 0.12% | +1,349,760+20,466.4% | Added |
| Bessemer Group Inc | 1,409,071 | $198.5M | 0.32% | −60,522−4.1% | Reduced |
| HighTower Advisors, LLC | 1,464,109 | $202.9M | 0.25% | +70,568+5.1% | Added |
| New York State Common Retirement Fund | 1,512,664 | $213.1M | 0.28% | −11,539−0.8% | Reduced |
| Fifth Third Bancorp | 1,513,135 | $213.1M | 0.74% | −1,306−0.1% | Reduced |
| Hamlin Capital Management, LLC | 1,528,105 | $215.2M | 4.98% | +12,825+0.8% | Added |
| Stifel Financial Corp | 1,604,613 | $226.0M | 0.22% | −14,608−0.9% | Reduced |
| Cullen Capital Management LLC | 1,636,014 | $230.4M | 2.62% | −26,585−1.6% | Reduced |
| Allianz Asset Management GmbH | 1,645,224 | $231.7M | 0.31% | −501,443−23.4% | Reduced |
| Squarepoint Ops LLC | 1,679,297 | $236.5M | 0.52% | +1,481,781+750.2% | Added |
| BNP Paribas Arbitrage, SA | 1,797,450 | $253.2M | 0.20% | −527,338−22.7% | Reduced |
| KBC Group NV | 1,799,625 | $253.5M | 0.68% | +1,317,905+273.6% | Added |
| Public Employees Retirement Association of Colorado | 1,834,801 | $258.4M | 1.00% | −44,333−2.4% | Reduced |
| Fayez Sarofim & Co | 1,844,057 | $259.8M | 0.62% | −186,386−9.2% | Reduced |
| California State Teachers Retirement System | 1,855,318 | $261.3M | 0.29% | −6,583−0.4% | Reduced |
| Federated Hermes, Inc. | 1,970,570 | $277.6M | 0.52% | −234,173−10.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,995,635 | $281.1M | 0.48% | −440,871−18.1% | Reduced |
| LPL Financial LLC | 2,017,525 | $284.2M | 0.09% | +87,548+4.5% | Added |
| California Public Employees Retirement System | 2,047,882 | $288.5M | 0.18% | −660,607−24.4% | Reduced |
| Marshall Wace, LLP | 2,092,341 | $294.7M | 0.35% | +1,793,774+600.8% | Added |
| FIL Ltd | 2,152,901 | $303.3M | 0.26% | +522,678+32.1% | Added |
| Canada Pension Plan Investment Board | 2,223,850 | $313.3M | 0.27% | −31,500−1.4% | Reduced |
| Raymond James Financial Inc | 2,247,993 | $316.7M | 0.11% | −200,450−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,253,747 | $317.5M | 0.20% | +2,113+0.1% | Added |
| Rhumbline Advisers | 2,264,771 | $319.0M | 0.27% | −48,044−2.1% | Reduced |
| Neuberger Berman Group LLC | 2,293,334 | $323.0M | 0.25% | +287,671+14.3% | Added |
| Lord, Abbett & Co. LLC | 2,295,379 | $323.3M | 1.04% | +438,917+23.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,317,323 | $326.4M | 0.26% | +163,980+7.6% | Added |
| Alliancebernstein L.P. | 2,587,544 | $364.5M | 0.12% | −37,455−1.4% | Reduced |
| National Pension Service | 2,592,686 | $365.2M | 0.32% | +192,702+8.0% | Added |
| Citigroup Inc | 2,661,035 | $374.8M | 0.26% | −25,596−1.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,839,512 | $400.0M | 0.25% | −151,410−5.1% | Reduced |
| Envestnet Asset Management Inc | 3,048,457 | $429.4M | 0.13% | +101,773+3.5% | Added |
| Barclays PLC | 3,072,419 | $432.8M | 0.17% | −2,938,425−48.9% | Reduced |
| Axiom Investors LLC | 3,259,245 | $459.1M | 3.77% | +147,266+4.7% | Added |
| HSBC Holdings PLC | 3,370,723 | $474.2M | 0.30% | −307,212−8.4% | Reduced |
| Voya Investment Management LLC | 3,470,112 | $488.8M | 0.49% | −322,224−8.5% | Reduced |
| Citadel Advisors LLC | 3,853,351 | $542.8M | 0.47% | +2,120,617+122.4% | Added |
| Boston Partners | 3,867,159 | $544.7M | 0.60% | +11,861+0.3% | Added |
| Principal Financial Group Inc | 4,021,051 | $566.4M | 0.30% | −48,216−1.2% | Reduced |
| Wells Fargo & Company | 4,107,018 | $578.5M | 0.13% | −23,266−0.6% | Reduced |
| Alphinity Investment Management Pty Ltd | 4,171,730 | $587.6M | 5.03% | −1,176,743−22.0% | Reduced |
| Deutsche Bank AG | 4,584,245 | $645.7M | 0.24% | +174,906+4.0% | Added |
| Manufacturers Life Insurance Company, The | 4,667,050 | $657.4M | 0.59% | −2,314,332−33.2% | Reduced |
| Janus Henderson Group PLC | 5,469,124 | $770.3M | 0.38% | +429,550+8.5% | Added |
| Nuveen, LLC | 5,493,015 | $773.7M | 0.21% | −1,085,424−16.5% | Reduced |
| Capital World Investors | 5,643,069 | $794.9M | 0.12% | +23,673+0.4% | Added |
| Amundi | 5,843,655 | $815.2M | 0.28% | +643,591+12.4% | Added |
| Morgan Stanley | 6,016,114 | $847.4M | 0.06% | −134,851−2.2% | Reduced |
| Bank of Montreal | 6,402,618 | $901.9M | 0.45% | +816,046+14.6% | Added |
| Dimensional Fund Advisors LP | 8,023,833 | $1.13B | 0.26% | −13,508−0.2% | Reduced |
| Legal & General Group Plc | 8,136,401 | $1.15B | 0.28% | −75,162−0.9% | Reduced |
| Bank of New York Mellon Corp | 8,733,818 | $1.23B | 0.23% | +1,062,996+13.9% | Added |
| Invesco Ltd. | 8,834,557 | $1.24B | 0.21% | −125,197−1.4% | Reduced |
| Royal Bank of Canada | 9,341,223 | $1.32B | 0.26% | −46,681−0.5% | Reduced |
| Schroder Investment Management Group | 9,357,200 | $1.32B | 1.11% | +1,776,544+23.4% | Added |
| Franklin Resources Inc | 9,623,305 | $1.36B | 0.36% | +1,476,372+18.1% | Added |
| Charles Schwab Investment Management Inc | 10,980,120 | $1.55B | 0.27% | +28,420+0.3% | Added |
| UBS Group AG | 11,121,603 | $1.57B | 0.33% | −1,005,119−8.3% | Reduced |
| UBS Asset Management Americas Inc | 11,190,724 | $1.58B | 0.32% | +1,537,814+15.9% | Added |
| Price T Rowe Associates Inc | 12,223,738 | $1.72B | 0.20% | +903,590+8.0% | Added |
| Ameriprise Financial Inc | 13,438,530 | $1.89B | 0.47% | +374,711+2.9% | Added |
| Northern Trust Corp | 13,703,501 | $1.93B | 0.27% | −103,652−0.8% | Reduced |
| Massachusetts Financial Services Co | 13,714,110 | $1.93B | 0.61% | −2,591,994−15.9% | Reduced |
| Goldman Sachs Group Inc | 15,771,472 | $2.22B | 0.36% | −806,044−4.9% | Reduced |
| Norges Bank | 15,865,987 | $2.23B | 0.28% | +550,528+3.6% | Added |
| Bank of America Corp | 17,074,635 | $2.41B | 0.19% | −4,033,904−19.1% | Reduced |
| Wellington Management Group LLP | 19,124,172 | $2.69B | 0.49% | −180,871−0.9% | Reduced |
| Capital Research Global Investors | 19,384,370 | $2.73B | 0.55% | −578,058−2.9% | Reduced |
| FMR LLC | 20,823,553 | $2.93B | 0.17% | −2,704,842−11.5% | Reduced |