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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 1,479 | $208.3K | 0.01% | −574−28.0% | Reduced |
| Harrell Investment Partners, LLC | 1,480 | $208.5K | 0.05% | +1,480 | New |
| TCI Wealth Advisors, Inc. | 1,483 | $208.9K | 0.01% | +1,483 | New |
| Oxford Financial Group Ltd | 1,488 | $209.6K | 0.01% | +1,488 | New |
| XML Financial, LLC | 1,490 | $209.9K | 0.02% | +1,490 | New |
| Coordinated Financial Services, Inc. | 1,490 | $209.9K | 0.15% | +1,490 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $211.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,499 | $211.1K | 0.03% | −29−1.9% | Reduced |
| Antonelli Financial Advisors, LLC | 1,500 | $211.3K | 0.15% | −239−13.7% | Reduced |
| Private Capital Advisors, Inc. | 1,500 | $211.3K | 0.03% | +1,500 | New |
| Kearns & Associates LLC | 1,500 | $211.3K | 0.12% | +1,500 | New |
| Burt Wealth Advisors | 1,505 | $212.0K | 0.05% | +1,505 | New |
| Grandview Asset Management LLC | 1,508 | $212.0K | 0.07% | +1,508 | New |
| Ewa, LLC | 1,507 | $212.2K | 0.07% | +1,507 | New |
| Aviance Capital Partners, LLC | 1,507 | $212.3K | 0.03% | +1,507 | New |
| Carnegie Capital Asset Management, LLC | 1,508 | $212.4K | 0.00% | +1,508 | New |
| Balentine LLC | 1,508 | $212.4K | 0.01% | +1,508 | New |
| GHP Investment Advisors, Inc. | 1,516 | $213.5K | 0.01% | −350−18.8% | Reduced |
| Dividend Assets Capital, LLC | 1,531 | $215.7K | 0.04% | +1,531 | New |
| Brown, Lisle/Cummings, Inc. | 1,533 | $216.0K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,543 | $217.3K | 0.10% | +1,543 | New |
| Piscataqua Savings Bank | 1,545 | $217.6K | 0.18% | −29−1.8% | Reduced |
| Landaas & Co | 1,546 | $218.0K | 0.05% | +1,546 | New |
| Blue Barn Wealth, LLC | 1,557 | $219.3K | 0.10% | +1,557 | New |
| Bruce G. Allen Investments, LLC | 1,557 | $219.3K | 0.17% | +18+1.2% | Added |
| Roof Eidam & Maycock | 1,560 | $219.7K | 0.05% | +1,560 | New |
| TFC Financial Management | 1,561 | $219.9K | 0.03% | +8+0.5% | Added |
| Capital Performance Advisors LLP | 1,562 | $220.0K | 0.04% | +1,562 | New |
| Harvest Fund Management Co., Ltd | 1,565 | $220.0K | 0.01% | −1,173−42.8% | Reduced |
| Valley Financial Group, Inc. | 1,562 | $220.0K | 0.13% | +1,562 | New |
| Verum Partners LLC | 1,569 | $221.0K | 0.05% | +1,569 | New |
| Washington Trust Bank | 1,574 | $221.7K | 0.02% | +1,574 | New |
| Yardley Wealth Management LLC | 1,576 | $222.0K | 0.12% | +1,576 | New |
| Cambria Investment Management, L.P. | 1,581 | $222.7K | 0.02% | +1,581 | New |
| MWA Asset Management | 1,591 | $224.1K | 0.14% | +1,591 | New |
| Ransom Advisory, Ltd | 1,594 | $224.5K | 0.11% | 00.0% | Unchanged |
| FCG Investment Co | 1,594 | $224.5K | 0.12% | +1,594 | New |
| FLC Capital Advisors | 1,595 | $224.7K | 0.05% | +1,595 | New |
| Walkner Condon Financial Advisors LLC | 1,596 | $224.8K | 0.04% | +1,596 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,597 | $225.0K | 0.03% | +1,597 | New |
| Keystone Financial Group | 1,597 | $225.0K | 0.02% | +1,597 | New |
| Constitution Capital LLC | 1,600 | $225.4K | 0.12% | −2,500−61.0% | Reduced |
| Game Plan Financial Advisors, LLC | 1,600 | $225.4K | 0.10% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $225.4K | 0.04% | +1,600 | New |
| Objective Capital Management, LLC | 1,600 | $225.4K | 0.25% | +1,600 | New |
| Masso Torrence Wealth Management Inc. | 1,601 | $225.5K | 0.10% | +1,601 | New |
| Keudell/Morrison Wealth Management | 1,606 | $226.2K | 0.05% | +1,606 | New |
| Ethos Financial Group, LLC | 1,607 | $226.4K | 0.02% | −296−15.6% | Reduced |
| Black Swift Group, LLC | 1,607 | $226.4K | 0.05% | +1,607 | New |
| Channel Wealth LLC | 1,607 | $226.4K | 0.06% | +1,607 | New |
| Biltmore Family Office, LLC | 1,609 | $226.6K | 0.04% | +1,609 | New |
| Secure Asset Management, LLC | 1,615 | $227.4K | 0.04% | −118−6.8% | Reduced |
| Warwick Investment Management, Inc. | 1,617 | $227.8K | 0.04% | +1,617 | New |
| Beirne Wealth Consulting Services, LLC | 1,619 | $228.1K | 0.07% | +1,619 | New |
| CFO4Life Group, LLC | 1,630 | $229.6K | 0.04% | +1,630 | New |
| Y.D. More Investments Ltd | 1,638 | $230.2K | 0.02% | −509−23.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,635 | $230.3K | 0.03% | +1,635 | New |
| Armstrong Advisory Group, Inc | 1,638 | $230.8K | 0.02% | −71−4.2% | Reduced |
| Goldstein Advisors, LLC | 1,643 | $231.4K | 0.03% | −173−9.5% | Reduced |
| 49 Wealth Management, LLC | 1,645 | $231.7K | 0.02% | +1,645 | New |
| Stonebrook Private Inc. | 1,647 | $232.0K | 0.05% | +1,647 | New |
| First National Corp | 1,648 | $232.1K | 0.05% | +1,648 | New |
| Marks Group Wealth Management, Inc | 1,649 | $232.3K | 0.02% | +1,649 | New |
| Per Stirling Capital Management, LLC. | 1,651 | $232.5K | 0.03% | +1,651 | New |
| Reston Wealth Management LLC | 1,652 | $232.6K | 0.08% | +1,652 | New |
| Jaffetilchin Investment Partners, LLC | 1,652 | $232.8K | 0.02% | +1,652 | New |
| Oak Thistle LLC | 1,654 | $233.0K | 0.03% | +1,654 | New |
| Noesis Capital Mangement Corp | 1,655 | $233.1K | 0.04% | +1,655 | New |
| Liberty Wealth Management LLC | 1,657 | $233.4K | 0.04% | +1,657 | New |
| XY Planning Network, Inc. | 1,659 | $233.7K | 0.08% | +1,659 | New |
| Westmount Partners, LLC | 1,661 | $234.0K | 0.06% | +1,661 | New |
| Allium Financial Advisors, LLC | 1,666 | $234.7K | 0.20% | −52−3.0% | Reduced |
| MBL Wealth, LLC | 1,680 | $236.6K | 0.02% | +1,680 | New |
| Kennedy Investment Group | 1,682 | $236.9K | 0.10% | +1,682 | New |
| Schrum Private Wealth Management LLC | 1,685 | $237.3K | 0.19% | +1,685 | New |
| Headinvest, LLC | 1,687 | $237.6K | 0.05% | −167−9.0% | Reduced |
| Centurion Wealth Management LLC | 1,690 | $238.0K | 0.07% | +37+2.2% | Added |
| STAR Financial Bank | 1,692 | $238.3K | 0.15% | −246−12.7% | Reduced |
| RiverFront Investment Group, LLC | 1,696 | $238.9K | 0.00% | +1,696 | New |
| Legacy Capital Wealth Partners, LLC | 1,697 | $239.0K | 0.05% | +1,697 | New |
| LifeWealth Investments, LLC | 1,697 | $239.0K | 0.04% | +1,697 | New |
| Brave Asset Management Inc | 1,700 | $239.5K | 0.07% | +1,700 | New |
| Investment House LLC | 1,700 | $239.5K | 0.01% | +1,700 | New |
| Fusion Capital, LLC | 1,701 | $239.5K | 0.08% | +1,701 | New |
| Garden State Investment Advisory Services LLC | 1,696 | $239.7K | 0.06% | +1,696 | New |
| AGH Wealth Advisors, LLC | 1,703 | $239.9K | 0.20% | +1,703 | New |
| Riverbend Wealth Management, LLC | 1,704 | $240.0K | 0.18% | +1,704 | New |
| McAdam, LLC | 1,707 | $240.4K | 0.01% | +1,707 | New |
| Aries Wealth Management | 1,708 | $240.6K | 0.06% | +1,708 | New |
| Central Bank & Trust Co | 1,709 | $240.7K | 0.04% | −558−24.6% | Reduced |
| Holistic Financial Partners | 1,709 | $240.7K | 0.11% | +1,709 | New |
| NTV Asset Management LLC | 1,716 | $241.7K | 0.03% | +1,716 | New |
| TCFG Wealth Management, LLC | 1,718 | $242.0K | 0.11% | −1,109−39.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,719 | $242.1K | 0.08% | −20−1.2% | Reduced |
| Southland Equity Partners LLC | 1,719 | $242.1K | 0.05% | +1,719 | New |
| Titleist Asset Management, LLC | 1,723 | $242.6K | 0.02% | +2+0.1% | Added |
| Massachusetts Wealth Management | 1,725 | $243.0K | 0.14% | −27−1.5% | Reduced |
| Precedent Wealth Partners, LLC | 1,729 | $243.5K | 0.06% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,731 | $243.8K | 0.11% | −3−0.2% | Reduced |
| WP Advisors, LLC | 1,736 | $244.5K | 0.07% | +1,736 | New |