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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 575 | $81.0K | 0.08% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $82.1K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 600 | $84.5K | 0.09% | +561+1,438.5% | Added |
| Livelsberger Financial Advisory | 613 | $86.4K | 1.67% | +613 | New |
| JFS Wealth Advisors, LLC | 615 | $86.6K | 0.01% | −62−9.2% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $92.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 650 | $92.0K | 0.00% | +450+225.0% | Added |
| Union Savings Bank | 649 | $92.5K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 661 | $93.1K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 667 | $94.1K | 0.06% | +103+18.3% | Added |
| Rakuten Securities, Inc. | 671 | $94.5K | 0.04% | −463−40.8% | Reduced |
| DAGCO, Inc. | 673 | $94.8K | 0.03% | +613+1,021.7% | Added |
| Bell Investment Advisors, Inc | 674 | $94.9K | 0.02% | +73+12.1% | Added |
| Nalls Sherbakoff Group, LLC | 702 | $98.9K | 0.07% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 703 | $99.0K | 0.01% | +307+77.5% | Added |
| 1248 Management, LLC | 713 | $100.4K | 0.04% | −296−29.3% | Reduced |
| Gen-Wealth Partners Inc | 720 | $101.4K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 723 | $102.3K | 0.02% | +6+0.8% | Added |
| Atlantic Trust, LLC | 738 | $104.0K | 0.02% | −340−31.5% | Reduced |
| Sierra Ocean, LLC | 740 | $104.3K | 0.08% | +22+3.1% | Added |
| Meeder Asset Management Inc | 749 | $105.5K | 0.01% | +108+16.8% | Added |
| Fortitude Family Office, LLC | 749 | $105.5K | 0.03% | +173+30.0% | Added |
| ORG Wealth Partners, LLC | 753 | $106.2K | 0.03% | −80−9.6% | Reduced |
| Trust Co | 755 | $106.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 762 | $107.4K | 0.01% | +9+1.2% | Added |
| Groupe la Francaise | 771 | $108.5K | 0.00% | +197+34.3% | Added |
| MTM Investment Management, LLC | 786 | $110.7K | 0.04% | +786 | New |
| HHM Wealth Advisors, LLC | 787 | $110.9K | 0.01% | −179−18.5% | Reduced |
| Ameliora Wealth Management Ltd. | 792 | $111.6K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $112.7K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $112.7K | 0.10% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 806 | $113.5K | 0.03% | +5+0.6% | Added |
| Hartford Financial Management Inc. | 806 | $113.5K | 0.03% | −109−11.9% | Reduced |
| Hanson & Doremus Investment Management | 811 | $114.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 854 | $120.3K | 0.03% | +5+0.6% | Added |
| Cooksen Wealth, LLC | 865 | $121.8K | 0.10% | −38−4.2% | Reduced |
| J.Safra Asset Management Corp | 870 | $122.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 872 | $122.8K | 0.03% | +93+11.9% | Added |
| Chesapeake Asset Management LLC | 884 | $124.5K | 0.11% | −185−17.3% | Reduced |
| Thompson Investment Management, Inc. | 886 | $124.8K | 0.02% | −183−17.1% | Reduced |
| Hollencrest Capital Management | 894 | $125.9K | 0.01% | +3+0.3% | Added |
| Wellington Shields & Co., LLC | 911 | $128.3K | 0.04% | +200+28.1% | Added |
| MV Capital Management, Inc. | 921 | $129.7K | 0.01% | −1−0.1% | Reduced |
| First Financial Corp | 925 | $130.3K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 936 | $131.0K | 0.04% | +175+23.0% | Added |
| Gleason Group, Inc. | 932 | $131.2K | 0.01% | +7+0.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 944 | $132.9K | 0.09% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 955 | $134.5K | 0.01% | −207−17.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 955 | $134.5K | 0.06% | −20−2.1% | Reduced |
| NewSquare Capital LLC | 958 | $134.9K | 0.01% | +521+119.2% | Added |
| Washington Trust Advisors, Inc. | 974 | $137.2K | 0.01% | +119+13.9% | Added |
| SOA Wealth Advisors, LLC. | 994 | $140.0K | 0.03% | −26−2.5% | Reduced |
| Monetary Management Group Inc | 1,000 | $140.9K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $140.9K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $140.9K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $140.9K | 0.06% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 1,002 | $141.1K | 0.02% | −7,545−88.3% | Reduced |
| Creekmur Asset Management LLC | 1,027 | $144.7K | 0.03% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,049 | $147.8K | 0.66% | +43+4.3% | Added |
| Alpine Bank Wealth Management | 1,050 | $147.9K | 0.02% | −210−16.7% | Reduced |
| TSFG, LLC | 1,064 | $150.0K | 0.03% | +116+12.2% | Added |
| Farmers & Merchants Investments Inc | 1,078 | $151.8K | 0.00% | −3−0.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,078 | $151.9K | 0.05% | +161+17.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,034 | $152.3K | 0.05% | +1,034 | New |
| Millstone Evans Group, LLC | 1,083 | $152.6K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 1,087 | $153.0K | 0.09% | +182+20.1% | Added |
| Whipplewood Advisors, LLC | 1,088 | $153.3K | 0.08% | −280,955−99.6% | Reduced |
| General Partner, Inc. | 1,107 | $155.9K | 0.09% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,119 | $157.6K | 0.06% | +1,000+840.3% | Added |
| Paladin Advisory Group, LLC | 1,156 | $162.8K | 0.12% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,385 | $163.0K | 0.02% | −144,802−99.1% | Reduced |
| Sherman Asset Management, Inc. | 1,162 | $163.7K | 0.15% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,191 | $168.0K | 0.00% | +651+120.6% | Added |
| Robinswood Financial LLC | 1,203 | $169.5K | 0.06% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,300 | $183.1K | 0.19% | +1,300 | New |
| Howard Capital Management Group, LLC | 1,316 | $185.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,328 | $187.0K | 0.02% | −3,070−69.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,341 | $188.9K | 0.02% | +7+0.5% | Added |
| Silver Oak Securities, Inc | 1,355 | $190.9K | 0.02% | +115+9.3% | Added |
| Silvant Capital Management LLC | 1,357 | $191.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,380 | $194.4K | 0.01% | +264+23.7% | Added |
| Longview Financial Advisors LLC | 1,383 | $194.8K | 0.12% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,385 | $195.1K | 0.09% | +1,385 | New |
| Indiana Trust & Investment Management CO | 1,394 | $196.4K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 1,415 | $199.0K | 0.03% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 1,420 | $200.2K | 0.08% | +1,420 | New |
| Trust Co of Oklahoma | 1,426 | $200.9K | 0.06% | +1,426 | New |
| eCIO, Inc. | 1,427 | $201.0K | 0.08% | −11−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $202.1K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,435 | $202.1K | 0.06% | +1,435 | New |
| Evolution Wealth Advisors, LLC | 1,437 | $202.4K | 0.03% | +1,437 | New |
| Chicago Trust Co NA | 1,438 | $202.6K | 0.03% | −721−33.4% | Reduced |
| Confluence Wealth Services, Inc. | 1,443 | $203.3K | 0.01% | +1,443 | New |
| AssuredPartners Investment Advisors, LLC | 1,450 | $204.2K | 0.05% | −331−18.6% | Reduced |
| Red Wave Investments LLC | 1,452 | $204.5K | 0.07% | +1,452 | New |
| Fortis Group Advisors, LLC | 1,444 | $205.7K | 0.04% | +1,444 | New |
| Long Road Investment Counsel, LLC | 1,461 | $205.8K | 0.08% | +1,461 | New |
| Traphagen Investment Advisors LLC | 1,465 | $206.4K | 0.02% | +1,465 | New |
| Colonial Trust Co | 1,468 | $206.8K | 0.03% | +25+1.7% | Added |
| Carrera Capital Advisors | 1,471 | $207.3K | 0.04% | +1,471 | New |