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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 2,501 | $352.3K | 0.01% | +507+25.4% | Added |
| Thrive Wealth Management, LLC | 2,503 | $352.5K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 2,505 | $352.9K | 0.02% | +15+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,510 | $353.6K | 0.02% | +146+6.2% | Added |
| Hudson Bay Capital Management LP | 2,519 | $354.8K | 0.00% | −701,634−99.6% | Reduced |
| Doheny Asset Management | 2,523 | $355.0K | 0.25% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,525 | $355.7K | 0.15% | 00.0% | Unchanged |
| Novem Group | 2,526 | $355.9K | 0.05% | −119−4.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,527 | $356.0K | 0.13% | +9+0.4% | Added |
| L.M. Kohn & Company | 2,538 | $357.6K | 0.10% | −583−18.7% | Reduced |
| Cardinal Point Capital Management, ULC | 2,545 | $358.5K | 0.03% | −83−3.2% | Reduced |
| Advus Financial Partners, LLC | 2,546 | $358.6K | 0.09% | +43+1.7% | Added |
| Rational Advisors LLC | 2,547 | $358.8K | 0.04% | +2,547 | New |
| Michael B. Yongue | 2,548 | $358.9K | 0.27% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 2,549 | $359.1K | 0.13% | −223−8.0% | Reduced |
| Clear Creek Financial Management, LLC | 2,552 | $359.5K | 0.03% | +87+3.5% | Added |
| Financial Security Advisor, Inc. | 2,553 | $359.6K | 0.08% | +42+1.7% | Added |
| Bragg Financial Advisors, Inc | 2,553 | $359.6K | 0.01% | −40−1.5% | Reduced |
| Motco | 2,529 | $360.3K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,562 | $360.9K | 0.18% | +27+1.1% | Added |
| BLB&B Advisors, LLC | 2,565 | $361.3K | 0.02% | −268−9.5% | Reduced |
| Berkeley Capital Partners, LLC | 2,566 | $361.4K | 0.09% | +101+4.1% | Added |
| Sivia Capital Partners, LLC | 2,567 | $361.7K | 0.12% | −7−0.3% | Reduced |
| Lokken Investment Group LLC | 2,568 | $361.7K | 0.14% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,570 | $362.0K | 0.06% | +2,570 | New |
| Boothbay Fund Management, LLC | 2,574 | $362.6K | 0.01% | +2,574 | New |
| Winthrop Advisory Group LLC | 2,574 | $362.6K | 0.03% | −215−7.7% | Reduced |
| Pines Wealth Management, LLC | 2,517 | $362.8K | 0.13% | −184−6.8% | Reduced |
| Reuter James Wealth Management, LLC | 2,582 | $363.7K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,589 | $364.7K | 0.00% | −146−5.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,593 | $365.3K | 0.10% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,604 | $366.8K | 0.11% | +29+1.1% | Added |
| Cove Private Wealth, LLC | 2,606 | $367.1K | 0.13% | +2,606 | New |
| Strategic Financial Concepts, LLC | 2,609 | $367.5K | 0.05% | −506−16.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,611 | $367.8K | 0.01% | −1,178−31.1% | Reduced |
| Elyxium Wealth, LLC | 2,613 | $368.1K | 0.14% | +426+19.5% | Added |
| Pine Valley Investments Ltd Liability Co | 2,616 | $368.5K | 0.02% | +187+7.7% | Added |
| Allstate Corp | 2,622 | $369.3K | 0.03% | −29,178−91.8% | Reduced |
| Root Financial Partners, LLC | 2,632 | $370.7K | 0.04% | +2,632 | New |
| Samalin Investment Counsel, LLC | 2,632 | $370.9K | 0.14% | −14−0.5% | Reduced |
| Kaizen Financial Strategies | 2,638 | $371.6K | 0.19% | +21+0.8% | Added |
| Waterloo Capital, L.P. | 2,646 | $372.7K | 0.03% | +2,646 | New |
| Sunpointe, LLC | 2,657 | $374.3K | 0.15% | +87+3.4% | Added |
| Tanager Wealth Management LLP | 2,665 | $375.4K | 0.04% | −23−0.9% | Reduced |
| Northstar Advisory Group, LLC | 2,668 | $375.8K | 0.18% | −1,133−29.8% | Reduced |
| Victory Financial Group, LLC | 2,669 | $376.0K | 0.06% | +211+8.6% | Added |
| Ashford Capital Management Inc | 2,670 | $376.1K | 0.04% | −1,540−36.6% | Reduced |
| Camden National Bank | 2,671 | $376.2K | 0.05% | −62−2.3% | Reduced |
| Rockingstone Advisors LLC | 2,680 | $377.5K | 0.20% | +345+14.8% | Added |
| CoreCap Advisors, LLC | 2,683 | $378.0K | 0.02% | −183−6.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,685 | $378.2K | 0.19% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,685 | $378.2K | 0.20% | +197+7.9% | Added |
| Oakworth Capital, Inc. | 2,687 | $378.5K | 0.02% | −139−4.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,693 | $379.3K | 0.04% | −14−0.5% | Reduced |
| Lion Street Advisors, LLC | 2,698 | $380.0K | 0.12% | −13−0.5% | Reduced |
| Aspen Wealth Strategies, LLC | 2,699 | $380.2K | 0.23% | +96+3.7% | Added |
| National Wealth Management Group, LLC | 2,712 | $382.0K | 0.21% | +2,712 | New |
| Broadleaf Partners, LLC | 2,719 | $383.0K | 0.08% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 2,735 | $385.3K | 0.23% | +2,735 | New |
| Jackson Square Capital, LLC | 2,741 | $386.1K | 0.09% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,757 | $388.4K | 0.01% | −340−11.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,768 | $389.9K | 0.20% | −719−20.6% | Reduced |
| Royal Fund Management, LLC | 2,772 | $390.5K | 0.04% | +1,561+128.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $390.7K | 0.09% | −79−2.8% | Reduced |
| Spartan Planning & Wealth Management | 2,779 | $391.5K | 0.34% | +2,779 | New |
| Waddell & Associates, LLC | 2,781 | $391.7K | 0.04% | −336−10.8% | Reduced |
| Ariadne Wealth Management, LP | 2,647 | $393.6K | 0.19% | +438+19.8% | Added |
| Auxano Advisors, LLC | 2,795 | $393.7K | 0.09% | −43−1.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,799 | $394.3K | 0.27% | +69+2.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $394.4K | 0.11% | +2,800 | New |
| Plancorp, LLC | 2,802 | $394.7K | 0.01% | +40+1.4% | Added |
| Laffer Tengler Investments | 2,807 | $395.4K | 0.07% | +2,807 | New |
| Wallace Advisory Group, LLC | 3,393 | $395.9K | 0.29% | +40+1.2% | Added |
| Balboa Wealth Partners | 2,812 | $396.1K | 0.08% | −124−4.2% | Reduced |
| Cercano Management LLC | 2,812 | $396.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,814 | $396.3K | 0.05% | −622−18.1% | Reduced |
| Tradition Wealth Management, LLC | 2,815 | $396.6K | 0.03% | +634+29.1% | Added |
| Naviter Wealth, LLC | 2,824 | $397.8K | 0.05% | +146+5.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,831 | $398.8K | 0.06% | −1,112−28.2% | Reduced |
| Fairscale Capital, LLC | 2,804 | $399.5K | 0.29% | +659+30.7% | Added |
| Fiducient Advisors LLC | 2,839 | $400.0K | 0.05% | +11+0.4% | Added |
| Wimmer Associates 1, LLC | 2,843 | $400.5K | 0.20% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,853 | $401.8K | 0.05% | −272−8.7% | Reduced |
| Vicus Capital | 2,875 | $405.0K | 0.03% | +2,875 | New |
| Grimes & Company, Inc. | 2,893 | $407.5K | 0.01% | +767+36.1% | Added |
| Berry Wealth Group, LP | 2,901 | $408.6K | 0.29% | +271+10.3% | Added |
| American State Bank (Iowa) | 2,908 | $409.6K | 0.23% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,917 | $410.9K | 0.05% | +472+19.3% | Added |
| Golden State Wealth Management, LLC | 2,917 | $411.0K | 0.05% | +122+4.4% | Added |
| Measured Wealth Private Client Group, LLC | 2,921 | $411.5K | 0.12% | +567+24.1% | Added |
| Everpar Advisors LLC | 2,922 | $411.6K | 0.19% | +135+4.8% | Added |
| Crawford Investment Counsel Inc | 2,930 | $412.7K | 0.01% | −416−12.4% | Reduced |
| Key Financial Inc | 2,932 | $412.9K | 0.08% | −197−6.3% | Reduced |
| Navis Wealth Advisors, LLC | 2,942 | $414.4K | 0.35% | −16−0.5% | Reduced |
| Founders Financial Alliance, LLC | 2,945 | $414.9K | 0.09% | −292−9.0% | Reduced |
| Fortress Private Ledger, LLC | 2,945 | $414.9K | 0.19% | +2,945 | New |
| First Interstate Bank | 2,953 | $416.0K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,962 | $416.7K | 0.37% | −53−1.8% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $417.6K | 0.07% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,965 | $418.0K | 0.01% | −13,201−81.7% | Reduced |