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 |
|---|---|---|---|---|---|
| Bingham Private Wealth, LLC | 1,738 | $244.8K | 0.23% | −129−6.9% | Reduced |
| Richard P Slaughter Associates Inc | 1,740 | $245.1K | 0.05% | −1,905−52.3% | Reduced |
| Grunden Financial Advisory, Inc. | 1,740 | $245.1K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,742 | $245.3K | 0.10% | +12+0.7% | Added |
| Weatherly Asset Management L. P. | 1,743 | $245.5K | 0.02% | +28+1.6% | Added |
| Godsey & Gibb Associates | 1,750 | $246.5K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,759 | $247.8K | 0.06% | +4+0.2% | Added |
| CM Wealth Advisors LLC | 1,766 | $248.8K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,770 | $249.3K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,774 | $249.9K | 0.07% | +1,445+439.2% | Added |
| LeConte Wealth Management, LLC | 1,775 | $250.0K | 0.17% | +1,775 | New |
| Frederick Financial Consultants, LLC | 1,783 | $251.1K | 0.16% | +1,783 | New |
| Sterling Financial Group, Inc. | 1,789 | $252.0K | 0.08% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,791 | $252.3K | 0.03% | +1,791 | New |
| RB Capital Management, LLC | 1,792 | $252.4K | 0.06% | +1,792 | New |
| Flaharty Asset Management, LLC | 1,792 | $252.4K | 0.03% | −75−4.0% | Reduced |
| Purkiss Capital Advisors LLC | 1,793 | $252.5K | 0.14% | +1,793 | New |
| Westwood Holdings Group Inc. | 1,793 | $252.6K | 0.00% | +1,793 | New |
| Reik & Co., LLC | 1,800 | $253.5K | 0.06% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $253.5K | 0.08% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $253.5K | 0.22% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,800 | $253.5K | 0.06% | +80+4.7% | Added |
| ProVise Management Group, LLC | 1,801 | $253.7K | 0.02% | −33−1.8% | Reduced |
| Davis Investment Partners, LLC | 1,799 | $253.8K | 0.09% | −241−11.8% | Reduced |
| Cypress Capital Group | 1,803 | $254.0K | 0.03% | −19−1.0% | Reduced |
| Bank Ozk | 1,805 | $254.3K | 0.10% | +69+4.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,803 | $254.3K | 0.15% | +1,803 | New |
| Keebeck Wealth Management, LLC | 1,813 | $255.4K | 0.03% | +58+3.3% | Added |
| Revolve Wealth Partners, LLC | 1,817 | $255.9K | 0.03% | +81+4.7% | Added |
| D'Orazio & Associates, Inc. | 1,820 | $256.4K | 0.04% | +1,820 | New |
| ASB Consultores, LLC | 1,821 | $256.5K | 0.17% | +1,821 | New |
| Pflug Koory, LLC | 1,824 | $256.9K | 0.13% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,827 | $257.4K | 0.07% | +1,827 | New |
| Lewis Asset Management, LLC | 1,841 | $259.3K | 0.12% | +97+5.6% | Added |
| Athena Investment Management | 1,845 | $259.9K | 0.15% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,849 | $260.5K | 0.06% | +44+2.4% | Added |
| Cypress Wealth Services, LLC | 1,853 | $261.0K | 0.05% | +1,853 | New |
| JB Capital LLC | 1,855 | $261.2K | 0.01% | +68+3.8% | Added |
| QTR Family Wealth, LLC | 1,859 | $261.8K | 0.16% | +1,859 | New |
| Tyche Wealth Partners LLC | 1,859 | $261.8K | 0.05% | +91+5.1% | Added |
| Gold Investment Management Ltd. | 1,856 | $261.8K | 0.10% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,859 | $261.9K | 0.11% | +87+4.9% | Added |
| Osborne Partners Capital Management, LLC | 1,862 | $262.3K | 0.01% | −128−6.4% | Reduced |
| Lavaca Capital LLC | 1,862 | $262.3K | 0.11% | +12+0.6% | Added |
| Lifestyle Asset Management, Inc. | 1,866 | $262.8K | 0.12% | +131+7.6% | Added |
| Birch Hill Investment Advisors LLC | 1,871 | $263.5K | 0.01% | −100−5.1% | Reduced |
| LJI Wealth Management, LLC | 1,871 | $263.5K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,871 | $263.5K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,872 | $263.7K | 0.02% | +117+6.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,874 | $264.0K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,875 | $264.1K | 0.01% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,878 | $265.0K | 0.10% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,889 | $266.1K | 0.06% | +1,889 | New |
| Wealth Management Associates, Inc. | 1,895 | $266.9K | 0.10% | +1+0.1% | Added |
| Gemmer Asset Management LLC | 1,897 | $267.2K | 0.02% | +9+0.5% | Added |
| Patton Fund Management, Inc. | 1,898 | $267.4K | 0.06% | +1,898 | New |
| LCNB Corp | 1,900 | $267.6K | 0.09% | −150−7.3% | Reduced |
| American Trust | 1,900 | $267.6K | 0.03% | +1,900 | New |
| Claris Financial LLC | 1,904 | $268.2K | 0.20% | −519−21.4% | Reduced |
| Norway Savings Bank | 1,911 | $269.2K | 0.14% | −42−2.2% | Reduced |
| Brucke Financial, Inc. | 1,912 | $269.3K | 0.19% | +43+2.3% | Added |
| Kanawha Capital Management LLC | 1,914 | $269.6K | 0.02% | −12−0.6% | Reduced |
| Consilio Wealth Advisors, LLC | 1,922 | $270.4K | 0.10% | +1,922 | New |
| Auour Investments LLC | 1,920 | $270.5K | 0.09% | +1,920 | New |
| Neville Rodie & Shaw Inc | 1,926 | $271.0K | 0.02% | −600−23.8% | Reduced |
| Tepp RIA, LLC | 1,934 | $272.4K | 0.35% | +1,934 | New |
| Running Point Capital Advisors, LLC | 1,938 | $273.0K | 0.08% | +24+1.3% | Added |
| RKL Wealth Management LLC | 1,940 | $273.3K | 0.02% | +171+9.7% | Added |
| DF Dent & Co Inc | 1,943 | $273.7K | 0.00% | +1,943 | New |
| Family Management Corp | 1,950 | $274.7K | 0.04% | −100−4.9% | Reduced |
| Caliber Wealth Management, LLC | 1,956 | $275.5K | 0.03% | +1+0.1% | Added |
| Granite Harbor Advisors, Inc. | 1,958 | $275.8K | 0.13% | +223+12.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $277.3K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,970 | $277.5K | 0.05% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,975 | $278.2K | 0.09% | −54−2.7% | Reduced |
| Genesis Private Wealth, LLC | 1,975 | $278.2K | 0.13% | −259−11.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,985 | $279.6K | 0.02% | −60−2.9% | Reduced |
| TruWealth Advisors, LLC | 1,985 | $279.6K | 0.02% | −1−0.1% | Reduced |
| King Wealth | 1,990 | $280.0K | 0.04% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 1,991 | $280.5K | 0.03% | −423−17.5% | Reduced |
| Abel Hall, LLC | 1,992 | $280.6K | 0.13% | +179+9.9% | Added |
| OneAscent Family Office, LLC | 1,996 | $281.0K | 0.27% | −1,792−47.3% | Reduced |
| Thrive Capital Management, LLC | 1,995 | $281.1K | 0.09% | +1,995 | New |
| Koss-Olinger Consulting, LLC | 1,996 | $281.2K | 0.02% | −1−0.1% | Reduced |
| Prepared Retirement Institute LLC | 1,997 | $281.3K | 0.17% | −443−18.2% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $281.7K | 0.18% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $281.7K | 0.20% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,002 | $282.0K | 0.23% | −558−21.8% | Reduced |
| Interactive Financial Advisors | 2,003 | $282.1K | 0.14% | +3+0.2% | Added |
| Deseret Mutual Benefit Administrators | 2,004 | $282.3K | 0.13% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,006 | $282.5K | 0.13% | +2,006 | New |
| Capital Square, LLC | 1,986 | $282.6K | 0.15% | 00.0% | Unchanged |
| United Community Bank | 2,012 | $283.4K | 0.10% | +98+5.1% | Added |
| Good Steward Wealth Advisors,LLC | 2,016 | $284.0K | 0.22% | −1,792−47.1% | Reduced |
| J2 Capital Management Inc | 2,028 | $285.7K | 0.23% | −2,093−50.8% | Reduced |
| Clear Street Markets LLC | 2,031 | $286.1K | 0.10% | −1,069−34.5% | Reduced |
| BKM Wealth Management, LLC | 2,033 | $286.4K | 0.11% | −4−0.2% | Reduced |
| Werba Rubin Papier Wealth Management | 2,048 | $288.4K | 0.05% | +326+18.9% | Added |
| Wedge Capital Management L L P | 2,048 | $288.5K | 0.01% | −212−9.4% | Reduced |
| Alta Wealth Advisors LLC | 2,049 | $288.6K | 0.14% | −250−10.9% | Reduced |