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 |
|---|---|---|---|---|---|
| City State Bank | 2,978 | $419.5K | 0.13% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,982 | $420.0K | 0.27% | +517+21.0% | Added |
| O'Rourke & Company, Inc | 2,984 | $420.3K | 0.20% | −67−2.2% | Reduced |
| Summit Wealth Group, LLC | 2,986 | $421.0K | 0.11% | −9−0.3% | Reduced |
| Financial Advocates Investment Management | 2,992 | $421.4K | 0.03% | −2,555−46.1% | Reduced |
| Park Place Capital Corp | 2,989 | $421.7K | 0.10% | +26+0.9% | Added |
| Austin Private Wealth, LLC | 2,999 | $422.4K | 0.03% | +360+13.6% | Added |
| Spirit of America Management Corp | 3,000 | $422.6K | 0.09% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,000 | $422.6K | 0.25% | +55+1.9% | Added |
| Circle Wealth Management, LLC | 3,002 | $422.8K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,012 | $424.3K | 0.04% | +3,012 | New |
| Tactive Advisors, LLC | 3,012 | $424.3K | 0.14% | +3,012 | New |
| Castle Wealth Management LLC | 3,019 | $425.3K | 0.15% | −283−8.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,021 | $425.5K | 0.35% | −555−15.5% | Reduced |
| Alpha Cubed Investments, LLC | 3,027 | $426.4K | 0.02% | +77+2.6% | Added |
| Kennebec Savings Bank | 3,029 | $426.7K | 0.42% | +125+4.3% | Added |
| Integrity Alliance, LLC. | 3,029 | $426.7K | 0.02% | −821−21.3% | Reduced |
| Ostrum Asset Management | 3,030 | $426.8K | 0.02% | −87−2.8% | Reduced |
| Severin Investments, LLC | 3,039 | $428.1K | 0.40% | −294−8.8% | Reduced |
| Manchester Financial Inc | 3,043 | $428.6K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,983 | $428.8K | 0.01% | +153+5.4% | Added |
| Grandfield & Dodd, LLC | 3,044 | $428.8K | 0.03% | +5+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,041 | $429.0K | 0.18% | +1,444+90.4% | Added |
| McLean Asset Management Corp | 3,007 | $429.6K | 0.11% | +73+2.5% | Added |
| Bedel Financial Consulting, Inc. | 3,057 | $430.7K | 0.06% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 3,066 | $431.9K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,069 | $432.3K | 0.18% | +20+0.7% | Added |
| Humankind Investments LLC | 3,073 | $432.9K | 0.11% | −1,134−27.0% | Reduced |
| Legacy Solutions, LLC | 3,075 | $433.1K | 0.41% | +198+6.9% | Added |
| Hobbs Group Advisors, LLC | 3,091 | $435.4K | 0.15% | +10+0.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $436.7K | 0.00% | −190−5.8% | Reduced |
| One Wealth Advisors, LLC | 3,111 | $438.1K | 0.06% | +26+0.8% | Added |
| Diversified Enterprises, LLC | 3,118 | $439.2K | 0.03% | −82−2.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,120 | $439.5K | 0.01% | −60−1.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,123 | $439.9K | 0.09% | +427+15.8% | Added |
| B&L Asset Management LLC | 3,137 | $441.9K | 0.25% | −5−0.2% | Reduced |
| Harbour Investments, Inc. | 3,142 | $442.6K | 0.01% | +105+3.5% | Added |
| E Fund Management Co., Ltd. | 3,143 | $442.7K | 0.02% | −87−2.7% | Reduced |
| Easterly Investment Partners LLC | 3,151 | $443.9K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,188 | $449.1K | 0.01% | −13−0.4% | Reduced |
| Naples Global Advisors, LLC | 3,198 | $450.4K | 0.04% | +1,050+48.9% | Added |
| Central Pacific Bank - Trust Division | 3,202 | $451.0K | 0.06% | −72−2.2% | Reduced |
| Mason & Associates Inc | 3,202 | $451.1K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 3,209 | $452.0K | 0.11% | −84−2.6% | Reduced |
| Aspiriant, LLC | 3,211 | $452.3K | 0.01% | −155−4.6% | Reduced |
| Johnson Financial Group, Inc. | 3,216 | $453.0K | 0.02% | +1,440+81.1% | Added |
| Brookwood Investment Group LLC | 3,221 | $453.7K | 0.07% | +3,221 | New |
| Pallas Capital Advisors LLC | 3,227 | $454.6K | 0.02% | −70−2.1% | Reduced |
| MJP Associates Inc | 3,229 | $454.9K | 0.07% | +984+43.8% | Added |
| Onefund, LLC | 3,230 | $455.0K | 0.33% | −37−1.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $456.0K | 0.21% | −82−2.5% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $456.2K | 0.30% | 00.0% | Unchanged |
| American National Bank | 3,240 | $456.4K | 0.05% | 00.0% | Unchanged |
| Viawealth, LLC | 3,241 | $456.5K | 0.27% | +3,241 | New |
| Ellevest, Inc. | 3,243 | $456.8K | 0.07% | −1,335−29.2% | Reduced |
| Kingsman Wealth Management, Inc. | 3,245 | $457.0K | 0.28% | +114+3.6% | Added |
| Congress Park Capital LLC | 3,250 | $457.8K | 0.15% | +75+2.4% | Added |
| Proathlete Wealth Management LLC | 3,269 | $460.7K | 0.15% | +14+0.4% | Added |
| Waldron Private Wealth LLC | 3,286 | $462.9K | 0.02% | −104−3.1% | Reduced |
| SageView Advisory Group, LLC | 3,248 | $463.1K | 0.02% | +188+6.1% | Added |
| Aigen Investment Management, LP | 3,307 | $465.8K | 0.06% | −21,172−86.5% | Reduced |
| Kovack Advisors, Inc. | 3,316 | $467.1K | 0.05% | −2,306−41.0% | Reduced |
| Legacy Edge Advisors, LLC | 3,329 | $468.9K | 0.06% | +545+19.6% | Added |
| Wealth Preservation Advisors, LLC | 3,338 | $470.2K | 0.29% | −236−6.6% | Reduced |
| Accurate Wealth Management, LLC | 3,295 | $470.3K | 0.07% | +1,371+71.3% | Added |
| Quantum Financial Advisors, LLC | 3,342 | $470.8K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,345 | $471.0K | 0.68% | −505−13.1% | Reduced |
| Point72 Hong Kong Ltd | 3,376 | $475.5K | 0.03% | +3,376 | New |
| Optas, LLC | 3,384 | $476.7K | 0.09% | +335+11.0% | Added |
| RVW Wealth, LLC | 3,388 | $477.2K | 0.04% | −91−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,389 | $477.3K | 0.01% | +884+35.3% | Added |
| Sapient Capital LLC | 3,400 | $478.9K | 0.01% | +4+0.1% | Added |
| Cohen & Steers, Inc. | 3,400 | $479.0K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,404 | $479.4K | 0.21% | −127−3.6% | Reduced |
| Prestige Wealth Management Group LLC | 3,417 | $481.3K | 0.10% | +2,947+627.0% | Added |
| Community Bank of Raymore | 3,420 | $481.7K | 0.36% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $482.7K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 3,432 | $483.4K | 0.03% | −341−9.0% | Reduced |
| Journey Advisory Group, LLC | 3,458 | $487.0K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 3,426 | $487.8K | 0.03% | −22−0.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,477 | $489.7K | 0.02% | +224+6.9% | Added |
| Duncker Streett & Co Inc | 3,486 | $491.0K | 0.09% | +415+13.5% | Added |
| Watts Gwilliam & Co., LLC | 3,090 | $492.1K | 0.08% | +68+2.3% | Added |
| Tiemann Investment Advisors, LLC | 3,496 | $492.4K | 0.20% | −125−3.5% | Reduced |
| Allegheny Financial Group LTD | 3,498 | $492.7K | 0.11% | +21+0.6% | Added |
| Ameritas Advisory Services, LLC | 3,509 | $494.3K | 0.03% | +396+12.7% | Added |
| Farmers National Bank | 3,513 | $494.8K | 0.13% | −8−0.2% | Reduced |
| Wharton Business Group, LLC | 3,514 | $495.0K | 0.02% | −2,820−44.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,522 | $496.1K | 0.17% | +300+9.3% | Added |
| Prosperity Consulting Group, LLC | 3,540 | $498.6K | 0.04% | +380+12.0% | Added |
| Manchester Capital Management LLC | 3,564 | $502.0K | 0.07% | −41−1.1% | Reduced |
| JGP Wealth Management, LLC | 3,565 | $502.2K | 0.06% | −121−3.3% | Reduced |
| Belpointe Asset Management LLC | 3,570 | $502.9K | 0.02% | +112+3.2% | Added |
| New Hampshire Trust | 3,581 | $504.4K | 0.11% | +1,217+51.5% | Added |
| Beta Wealth Group, Inc. | 3,632 | $511.6K | 0.19% | −1,096−23.2% | Reduced |
| Arete Wealth Advisors, LLC | 3,633 | $512.0K | 0.04% | −8,489−70.0% | Reduced |
| Exencial Wealth Advisors, LLC | 3,645 | $513.4K | 0.02% | −761−17.3% | Reduced |
| Sentinus, LLC | 3,646 | $513.6K | 0.13% | +361+11.0% | Added |
| Twinbeech Capital LP | 3,657 | $515.1K | 0.01% | −4,109−52.9% | Reduced |
| Marino, Stram & Associates LLC | 3,657 | $515.1K | 0.10% | −132−3.5% | Reduced |