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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 3,664 | $516.1K | 0.17% | +818+28.7% | Added |
| Voya Financial Advisors, Inc. | 3,677 | $517.3K | 0.05% | −51−1.4% | Reduced |
| Topsail Wealth Management, LLC | 3,685 | $519.1K | 0.09% | −571−13.4% | Reduced |
| Signal Advisors Wealth, LLC | 3,710 | $522.6K | 0.04% | −67−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,721 | $524.1K | 0.12% | −453−10.9% | Reduced |
| Centric Wealth Management | 3,661 | $524.2K | 0.13% | −15−0.4% | Reduced |
| Bullock Wealth Management Group | 3,720 | $524.8K | 0.28% | −91−2.4% | Reduced |
| Valmark Advisers, Inc. | 3,728 | $525.1K | 0.01% | −396−9.6% | Reduced |
| Trueblood Wealth Management, LLC | 3,732 | $525.7K | 0.22% | +276+8.0% | Added |
| Inspirion Wealth Advisors, LLC | 3,738 | $526.5K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,750 | $528.2K | 0.17% | 00.0% | Unchanged |
| PFG Advisors | 3,753 | $528.6K | 0.03% | +665+21.5% | Added |
| Advisor OS, LLC | 3,753 | $528.7K | 0.05% | +910+32.0% | Added |
| Frisch Financial Group, Inc. | 3,764 | $530.0K | 0.13% | +24+0.6% | Added |
| Omnia Family Wealth, LLC | 3,777 | $532.0K | 0.19% | +154+4.3% | Added |
| Jackson Creek Investment Advisors LLC | 3,785 | $533.0K | 0.14% | −81−2.1% | Reduced |
| Holocene Advisors, LP | 3,784 | $533.0K | 0.00% | −390,811−99.0% | Reduced |
| Bolthouse Investments, LLC | 3,785 | $533.2K | 0.53% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,797 | $534.8K | 0.12% | +109+3.0% | Added |
| Tritonpoint Wealth, LLC | 3,800 | $535.3K | 0.05% | +184+5.1% | Added |
| HBW Advisory Services LLC | 3,801 | $535.4K | 0.07% | +453+13.5% | Added |
| Cetera Trust Company, N.A | 3,804 | $535.8K | 0.32% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,812 | $537.0K | 0.16% | +156+4.3% | Added |
| Segment Wealth Management, LLC | 3,815 | $537.4K | 0.03% | −10−0.3% | Reduced |
| Jacobi Capital Management LLC | 3,819 | $538.0K | 0.04% | +38+1.0% | Added |
| St Germain D J Co Inc | 3,824 | $538.6K | 0.02% | −250−6.1% | Reduced |
| Claro Advisors LLC | 3,826 | $538.9K | 0.09% | −2,277−37.3% | Reduced |
| Bank of Nova Scotia Trust Co | 3,830 | $539.5K | 0.05% | −27−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 3,838 | $540.6K | 0.05% | −4,161−52.0% | Reduced |
| Crews Bank & Trust | 3,856 | $543.2K | 0.09% | +34+0.9% | Added |
| Exane Asset Management | 3,291 | $544.0K | 0.21% | +3,291 | New |
| SOL Capital Management CO | 3,875 | $546.0K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,906 | $550.2K | 0.00% | −1,200−23.5% | Reduced |
| Broyhill Asset Management | 3,915 | $551.5K | 0.50% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,932 | $553.9K | 0.06% | −391−9.0% | Reduced |
| Impact Capital Partners LLC | 3,944 | $555.6K | 0.18% | −459−10.4% | Reduced |
| Allen Investment Management LLC | 3,944 | $555.6K | 0.01% | −90−2.2% | Reduced |
| Amplius Wealth Advisors, LLC | 3,945 | $555.7K | 0.05% | +84+2.2% | Added |
| 3Chopt Investment Partners, LLC | 3,986 | $561.5K | 0.14% | −223−5.3% | Reduced |
| Aprio Wealth Management, LLC | 3,996 | $562.8K | 0.06% | +253+6.8% | Added |
| Van Hulzen Asset Management, LLC | 3,997 | $563.0K | 0.05% | +656+19.6% | Added |
| Freestone Capital Holdings, LLC | 4,006 | $564.2K | 0.02% | −6−0.1% | Reduced |
| Sentry Investment Management LLC | 4,008 | $566.0K | 0.31% | 00.0% | Unchanged |
| Alpha Family Trust | 4,025 | $567.0K | 0.28% | +4,025 | New |
| AA Financial Advisors, LLC | 4,028 | $567.4K | 0.12% | +812+25.2% | Added |
| Burling Wealth Partners, LLC | 4,030 | $567.7K | 0.10% | +4,030 | New |
| Cromwell Holdings LLC | 4,034 | $568.2K | 0.34% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,045 | $569.7K | 0.28% | +305+8.2% | Added |
| DGS Capital Management, LLC | 4,054 | $571.0K | 0.12% | −372−8.4% | Reduced |
| Shepherd Financial Partners LLC | 4,054 | $571.0K | 0.06% | +20.0% | Added |
| X-Square Capital, LLC | 4,065 | $573.0K | 0.21% | +10.0% | Added |
| Silvia McColl Wealth Management, LLC | 4,071 | $573.4K | 0.42% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,074 | $573.9K | 0.06% | +643+18.7% | Added |
| Sax Wealth Advisors, LLC | 4,087 | $575.7K | 0.03% | +1,025+33.5% | Added |
| Waters Parkerson & Co., LLC | 4,100 | $577.5K | 0.03% | +1,050+34.4% | Added |
| KKM Financial LLC | 4,094 | $577.6K | 0.20% | −46−1.1% | Reduced |
| Atticus Wealth Management, LLC | 4,122 | $580.6K | 0.16% | +3,272+384.9% | Added |
| First American Trust, FSB | 4,123 | $580.7K | 0.05% | +290+7.6% | Added |
| Salzhauer Michael | 4,131 | $581.9K | 0.37% | −94−2.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $582.2K | 0.32% | 00.0% | Unchanged |
| Park National Corp | 4,134 | $582.3K | 0.02% | +43+1.1% | Added |
| Hudock, Inc. | 4,134 | $582.4K | 0.09% | −55−1.3% | Reduced |
| Cheviot Value Management, LLC | 4,075 | $583.5K | 0.07% | +700+20.7% | Added |
| Park Edge Advisors, LLC | 4,145 | $583.9K | 0.15% | +28+0.7% | Added |
| Fielder Capital Group LLC | 4,146 | $584.0K | 0.16% | −14−0.3% | Reduced |
| Versant Capital Management, Inc | 4,165 | $586.7K | 0.09% | +586+16.4% | Added |
| First Financial Bank - Trust Division | 4,180 | $588.8K | 0.05% | +539+14.8% | Added |
| GFG Capital, LLC | 4,198 | $591.3K | 0.18% | −149−3.4% | Reduced |
| Klingman & Associates, LLC | 4,206 | $592.5K | 0.03% | +1,130+36.7% | Added |
| Payne Capital Management, LLC | 4,210 | $593.0K | 0.23% | −306−6.8% | Reduced |
| Millennium Capital Advisors, LLC | 4,212 | $593.2K | 0.40% | +10.0% | Added |
| Continuum Advisory, LLC | 4,219 | $594.3K | 0.07% | +309+7.9% | Added |
| BankPlus Trust Department | 4,231 | $596.0K | 0.18% | −198−4.5% | Reduced |
| Catherine Avery Investment Management LLC | 4,232 | $596.1K | 0.45% | −205−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 4,258 | $599.8K | 0.06% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,259 | $599.9K | 0.46% | +10.0% | Added |
| Tributary Capital Management, LLC | 4,265 | $600.8K | 0.05% | −120−2.7% | Reduced |
| Red Door Wealth Management, LLC | 4,269 | $601.3K | 0.07% | +4,269 | New |
| BNP Paribas | 4,273 | $601.9K | 0.02% | −5,403−55.8% | Reduced |
| Moors & Cabot, Inc. | 4,281 | $603.1K | 0.03% | −385−8.3% | Reduced |
| Providence First Trust Co | 4,284 | $603.4K | 0.21% | +115+2.8% | Added |
| Holderness Investments Co | 4,289 | $604.1K | 0.13% | +157+3.8% | Added |
| Opinicus Capital, Inc. | 4,291 | $604.4K | 0.46% | +478+12.5% | Added |
| CNB Bank | 4,319 | $608.4K | 0.29% | −192−4.3% | Reduced |
| MCF Advisors LLC | 4,325 | $609.2K | 0.04% | +105+2.5% | Added |
| Allen Capital Group, LLC | 4,335 | $610.6K | 0.06% | +429+11.0% | Added |
| Advisory Alpha, LLC | 4,373 | $616.1K | 0.02% | +1,164+36.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,379 | $616.8K | 0.08% | +721+19.7% | Added |
| Fox Run Management, L.L.C. | 4,380 | $617.0K | 0.10% | +4,380 | New |
| Cantor Fitzgerald, L. P. | 4,389 | $618.2K | 0.02% | +4,389 | New |
| Whittier Trust Co of Nevada Inc | 4,391 | $618.5K | 0.01% | +112+2.6% | Added |
| GTS Securities LLC | 4,393 | $618.8K | 0.03% | −6,633−60.2% | Reduced |
| Orrstown Financial Services Inc | 4,395 | $619.1K | 0.13% | +1,711+63.7% | Added |
| Focus Financial Network, Inc. | 4,411 | $621.3K | 0.02% | +1,074+32.2% | Added |
| Cornerstone Wealth Group, LLC | 4,424 | $623.2K | 0.05% | +323+7.9% | Added |
| Coastal Bridge Advisors, LLC | 4,430 | $624.0K | 0.05% | +4,430 | New |
| Code Waechter LLC | 4,432 | $624.3K | 0.44% | +102+2.4% | Added |
| VisionPoint Advisory Group, LLC | 4,488 | $632.2K | 0.14% | +2,316+106.6% | Added |
| Cornerstone Wealth Management, LLC | 4,496 | $633.2K | 0.04% | +8+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,499 | $633.8K | 0.00% | +450+11.1% | Added |