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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 2,054 | $289.3K | 0.07% | +110+5.7% | Added |
| Tripletail Wealth Management, LLC | 2,015 | $289.7K | 0.41% | +2,015 | New |
| Smallwood Wealth Investment Management, LLC | 2,058 | $290.0K | 0.17% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,027 | $290.2K | 0.14% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2,063 | $290.6K | 0.19% | +142+7.4% | Added |
| Manhattan West Asset Management, LLC | 2,067 | $291.2K | 0.07% | +260+14.4% | Added |
| Goelzer Investment Management, Inc. | 2,069 | $291.4K | 0.02% | +305+17.3% | Added |
| Investment Partners, Ltd. | 2,070 | $291.5K | 0.11% | +3+0.1% | Added |
| Florida Financial Advisors, LLC | 2,070 | $291.7K | 0.10% | −219−9.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,073 | $292.0K | 0.05% | +112+5.7% | Added |
| CWS Financial Advisors, LLC | 2,082 | $293.3K | 0.09% | +2,082 | New |
| First Business Financial Services, Inc. | 2,084 | $293.6K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,086 | $293.8K | 0.03% | −486−18.9% | Reduced |
| Glen Eagle Advisors, LLC | 2,089 | $294.2K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,093 | $294.8K | 0.09% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 2,100 | $295.8K | 0.02% | −18,100−89.6% | Reduced |
| Virtus ETF Advisers LLC | 2,100 | $295.8K | 0.18% | 00.0% | Unchanged |
| Manske Wealth Management | 2,104 | $296.4K | 0.10% | +320+17.9% | Added |
| North Star Asset Management Inc | 2,107 | $296.8K | 0.01% | +50+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,111 | $297.0K | 0.00% | −70−3.2% | Reduced |
| Warther Private Wealth, LLC | 2,115 | $297.9K | 0.08% | −42−1.9% | Reduced |
| BancorpSouth Bank | 2,119 | $298.5K | 0.02% | +20+1.0% | Added |
| CTC Alternative Strategies, Ltd. | 2,120 | $298.6K | 0.26% | +2,120 | New |
| Consolidated Portfolio Review Corp | 2,129 | $299.8K | 0.04% | +115+5.7% | Added |
| NBW Capital LLC | 2,129 | $299.9K | 0.06% | +381+21.8% | Added |
| May Hill Capital, LLC | 2,132 | $300.4K | 0.10% | −92−4.1% | Reduced |
| Everett Harris & Co | 2,134 | $300.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,138 | $301.2K | 0.25% | +2+0.1% | Added |
| WealthShield Partners, LLC | 2,146 | $302.3K | 0.04% | −13−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,153 | $303.0K | 0.04% | +37+1.7% | Added |
| Leo Wealth, LLC | 2,158 | $304.0K | 0.02% | +2,158 | New |
| Sunflower Bank, N.A. | 2,161 | $304.4K | 0.08% | −33−1.5% | Reduced |
| Mosaic Financial Group, LLC | 2,167 | $305.0K | 0.23% | −27−1.2% | Reduced |
| Bangor Savings Bank | 2,167 | $305.2K | 0.03% | +2+0.1% | Added |
| Boyd Watterson Asset Management LLC | 2,168 | $305.3K | 0.10% | +88+4.2% | Added |
| Canvas Wealth Advisors, LLC | 2,146 | $305.9K | 0.06% | +197+10.1% | Added |
| Eagle Strategies LLC | 2,184 | $307.7K | 0.05% | +12+0.6% | Added |
| CenterStar Asset Management, LLC | 2,184 | $308.0K | 0.38% | −4,370−66.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,187 | $308.1K | 0.05% | +2,187 | New |
| SPC Financial, Inc. | 2,187 | $308.1K | 0.03% | +2,187 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,200 | $309.9K | 0.05% | −247−10.1% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $310.0K | 0.54% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,201 | $310.0K | 0.30% | −14−0.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,203 | $310.4K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 2,206 | $310.7K | 0.02% | −114−4.9% | Reduced |
| Wall Street Financial Group, Inc. | 2,208 | $311.0K | 0.28% | +2,208 | New |
| Montz Harcus Wealth Management LLC | 2,210 | $311.3K | 0.15% | +3+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 2,215 | $312.1K | 0.06% | +2,215 | New |
| Wilkinson Global Asset Management LLC | 2,224 | $313.3K | 0.02% | +50+2.3% | Added |
| US Asset Management LLC | 2,226 | $313.6K | 0.27% | −5,606−71.6% | Reduced |
| WSFS Capital Management, LLC | 2,229 | $313.9K | 0.02% | +211+10.5% | Added |
| Maxele Advisors, LLC | 2,245 | $316.2K | 0.28% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,246 | $316.3K | 0.02% | +460+25.8% | Added |
| Intergy Private Wealth, LLC | 2,250 | $316.9K | 0.11% | −61−2.6% | Reduced |
| First Affirmative Financial Network | 2,250 | $317.0K | 0.16% | +2,250 | New |
| Boyd Wealth Management, LLC | 2,267 | $319.3K | 0.14% | +2,267 | New |
| Bouchey Financial Group Ltd | 2,268 | $319.5K | 0.03% | +101+4.7% | Added |
| Old North State Trust, LLC | 2,274 | $320.0K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,274 | $320.0K | 0.10% | +27+1.2% | Added |
| Alteri Wealth LLC | 2,277 | $320.7K | 0.12% | +83+3.8% | Added |
| Welch Group, LLC | 2,280 | $321.2K | 0.01% | +93+4.3% | Added |
| TFB Advisors LLC | 2,280 | $321.2K | 0.08% | −131−5.4% | Reduced |
| Harold Davidson & Associates Inc. | 2,290 | $322.6K | 0.21% | +2,290 | New |
| Hemington Wealth Management | 2,295 | $323.0K | 0.05% | +75+3.4% | Added |
| Northern Oak Wealth Management Inc | 2,295 | $323.3K | 0.04% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,300 | $324.0K | 0.14% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,300 | $324.0K | 0.03% | +10+0.4% | Added |
| True Link Financial Advisors, LLC | 2,312 | $325.7K | 0.02% | +18+0.8% | Added |
| SLT Holdings LLC | 2,326 | $327.6K | 0.24% | +42+1.8% | Added |
| Newman Dignan & Sheerar, Inc. | 2,328 | $327.9K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,335 | $328.9K | 0.22% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,339 | $329.5K | 0.02% | −148−6.0% | Reduced |
| Van Strum & Towne Inc. | 2,340 | $329.6K | 0.10% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,351 | $331.2K | 0.04% | +254+12.1% | Added |
| Global Strategic Investment Solutions, LLC | 2,359 | $332.3K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 2,373 | $334.3K | 0.08% | −27−1.1% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $334.8K | 0.14% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,383 | $335.7K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,390 | $336.7K | 0.16% | −1,692−41.5% | Reduced |
| Veracity Capital LLC | 2,391 | $336.8K | 0.12% | +125+5.5% | Added |
| OneAscent Financial Services LLC | 2,391 | $337.0K | 0.02% | −1,633−40.6% | Reduced |
| Darden Wealth Group Inc | 2,396 | $337.5K | 0.20% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,398 | $337.7K | 0.02% | +4+0.2% | Added |
| Valley National Advisers Inc | 2,410 | $338.0K | 0.06% | +475+24.5% | Added |
| Horizon Wealth Management, LLC | 2,405 | $338.8K | 0.06% | −89−3.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,413 | $339.9K | 0.12% | −107−4.2% | Reduced |
| Ellsworth Advisors, LLC | 2,413 | $339.9K | 0.08% | +7+0.3% | Added |
| Gitterman Wealth Management, LLC | 2,414 | $340.0K | 0.08% | −1,994−45.2% | Reduced |
| Sig Brokerage, LP | 2,419 | $340.7K | 0.09% | +2,419 | New |
| Jacobsen Capital Management | 2,427 | $341.9K | 0.13% | +215+9.7% | Added |
| Osterweis Capital Management Inc | 2,433 | $342.7K | 0.02% | +1,831+304.2% | Added |
| Foster Group, Inc. | 2,434 | $342.9K | 0.01% | +2,434 | New |
| Phillips Wealth Planners LLC | 2,435 | $343.7K | 0.31% | −246−9.2% | Reduced |
| Cornerstone Advisory, LLC | 2,448 | $344.8K | 0.04% | +83+3.5% | Added |
| Diametric Capital, LP | 2,449 | $345.0K | 0.18% | +2,449 | New |
| Beaumont Financial Advisors, LLC | 2,451 | $345.2K | 0.02% | −20−0.8% | Reduced |
| Capital Markets Trading UK LLP | 2,469 | $348.0K | 0.40% | −4,089−62.4% | Reduced |
| Partners Wealth Management, LLC | 3,009 | $348.3K | 0.40% | 00.0% | Unchanged |
| Sachetta, LLC | 2,474 | $348.5K | 0.14% | +42+1.7% | Added |
| Univest Financial Corp | 2,480 | $349.3K | 0.02% | +7+0.3% | Added |