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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 12,777 | $1.80M | 0.02% | +647+5.3% | Added |
| Interchange Capital Partners, LLC | 12,752 | $1.80M | 0.41% | +177+1.4% | Added |
| Vanguard Capital Wealth Advisors | 12,711 | $1.79M | 1.78% | −550−4.1% | Reduced |
| Radnor Capital Management, LLC | 12,699 | $1.79M | 0.29% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,671 | $1.78M | 0.11% | +629+5.2% | Added |
| Kesler, Norman & Wride, LLC | 12,669 | $1.78M | 0.32% | +497+4.1% | Added |
| Mutual Advisors, LLC | 12,460 | $1.78M | 0.04% | +1,132+10.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $1.77M | 0.50% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,595 | $1.77M | 0.12% | +579+4.8% | Added |
| Excalibur Management Corp | 12,592 | $1.77M | 0.67% | +65+0.5% | Added |
| Bayesian Capital Management, LP | 12,400 | $1.75M | 0.28% | +12,400 | New |
| Long Run Wealth Advisors, LLC | 12,285 | $1.73M | 0.36% | −1,064−8.0% | Reduced |
| Centaurus Financial, Inc. | 12,252 | $1.73M | 0.10% | +1,470+13.6% | Added |
| Trustmark National Bank Trust Department | 12,240 | $1.72M | 0.12% | +136+1.1% | Added |
| Bard Financial Services, Inc. | 12,180 | $1.72M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 12,164 | $1.71M | 0.05% | −1,218−9.1% | Reduced |
| Viewpoint Capital Management LLC | 12,119 | $1.71M | 0.84% | 00.0% | Unchanged |
| LSV Asset Management | 12,080 | $1.70M | 0.00% | +384+3.3% | Added |
| MMBG Investment Advisors Co. | 12,065 | $1.70M | 0.17% | +12,065 | New |
| Garner Asset Management Corp | 12,056 | $1.70M | 0.79% | −1,568−11.5% | Reduced |
| Foster & Motley Inc | 12,012 | $1.69M | 0.10% | −896−6.9% | Reduced |
| KPP Advisory Services LLC | 11,995 | $1.69M | 0.28% | +1,042+9.5% | Added |
| BCS Private Wealth Management, Inc. | 11,947 | $1.68M | 0.63% | +11,947 | New |
| Dynasty Wealth Management, LLC | 11,927 | $1.68M | 0.03% | −2,707−18.5% | Reduced |
| VestGen Advisors, LLC | 11,868 | $1.67M | 0.07% | −409−3.3% | Reduced |
| Clarius Group, LLC | 11,849 | $1.67M | 0.10% | −795−6.3% | Reduced |
| Roberts Capital Advisors, LLC | 11,831 | $1.67M | 1.23% | +1,770+17.6% | Added |
| Smartleaf Asset Management LLC | 11,770 | $1.66M | 0.15% | −1,323−10.1% | Reduced |
| Independence Bank of Kentucky | 11,743 | $1.65M | 0.23% | +9+0.1% | Added |
| Two Sigma Advisers, LP | 11,736 | $1.65M | 0.00% | +11,736 | New |
| North Dallas Bank & Trust Co | 11,698 | $1.65M | 1.25% | +11,698 | New |
| Principle Wealth Partners LLC | 11,664 | $1.64M | 0.10% | +24+0.2% | Added |
| Exchange Traded Concepts, LLC | 11,616 | $1.64M | 0.02% | −107,356−90.2% | Reduced |
| Lee Financial Co | 11,517 | $1.62M | 0.23% | +1,207+11.7% | Added |
| Evelyn Partners Investment Management LLP | 11,515 | $1.62M | 0.05% | −1,000−8.0% | Reduced |
| CFM Wealth Partners LLC | 11,489 | $1.62M | 0.26% | +847+8.0% | Added |
| Berkshire Asset Management LLC | 11,484 | $1.62M | 0.07% | +142+1.3% | Added |
| Edmond de Rothschild Holding S.A. | 11,437 | $1.61M | 0.03% | +1,585+16.1% | Added |
| SBI Securities Co., Ltd. | 11,418 | $1.61M | 0.05% | −523−4.4% | Reduced |
| Magnus Financial Group LLC | 11,415 | $1.61M | 0.14% | −396−3.4% | Reduced |
| Cigna Investments Inc | 11,411 | $1.61M | 0.28% | −194−1.7% | Reduced |
| Ar Asset Management Inc | 11,400 | $1.61M | 0.36% | 00.0% | Unchanged |
| Versor Investments LP | 11,393 | $1.60M | 0.28% | +8,893+355.7% | Added |
| Community Bank, N.A. | 11,388 | $1.60M | 0.21% | −4,020−26.1% | Reduced |
| Chemung Canal Trust Co | 11,360 | $1.60M | 0.34% | −269−2.3% | Reduced |
| Wilkins Investment Counsel Inc | 11,349 | $1.60M | 0.23% | −1,600−12.4% | Reduced |
| Delphi Management Inc | 11,321 | $1.59M | 1.54% | −310−2.7% | Reduced |
| Advisors Preferred, LLC | 11,300 | $1.59M | 0.26% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 11,313 | $1.59M | 0.30% | −31−0.3% | Reduced |
| Armis Advisers, LLC | 11,151 | $1.59M | 0.13% | +1,419+14.6% | Added |
| First Citizens Bank & Trust Co | 11,253 | $1.59M | 0.03% | −20,877−65.0% | Reduced |
| Donoghue Forlines LLC | 11,177 | $1.57M | 0.45% | −1,581−12.4% | Reduced |
| Twin Capital Management Inc | 11,081 | $1.56M | 0.17% | −386−3.4% | Reduced |
| Delta Asset Management LLC | 11,052 | $1.56M | 0.14% | −50−0.5% | Reduced |
| Phoenix Holdings Ltd. | 11,208 | $1.55M | 0.02% | +11,208 | New |
| Washington Trust Co | 10,915 | $1.54M | 0.05% | +201+1.9% | Added |
| Dakota Wealth Management | 10,900 | $1.54M | 0.03% | +345+3.3% | Added |
| Zullo Investment Group, Inc. | 10,780 | $1.52M | 0.62% | −125−1.1% | Reduced |
| Evoke Wealth, LLC | 10,755 | $1.52M | 0.04% | −2,261−17.4% | Reduced |
| Group One Trading, L.P. | 10,742 | $1.51M | 0.05% | −13,619−55.9% | Reduced |
| First Horizon Advisors, Inc. | 10,739 | $1.51M | 0.04% | +77+0.7% | Added |
| Financial Engines Advisors L.L.C. | 10,722 | $1.51M | 0.00% | +128+1.2% | Added |
| Larson Financial Group LLC | 10,692 | $1.51M | 0.06% | +3,055+40.0% | Added |
| Mork Capital Management, LLC | 10,670 | $1.50M | 1.10% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 10,553 | $1.49M | 0.52% | −201−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 10,529 | $1.48M | 0.06% | −115−1.1% | Reduced |
| Neo Ivy Capital Management | 10,430 | $1.47M | 0.47% | +10,430 | New |
| Howard Capital Management Inc. | 10,428 | $1.47M | 0.02% | +1,275+13.9% | Added |
| Adviser Investments LLC | 10,419 | $1.47M | 0.02% | +3,100+42.4% | Added |
| Ascent Group, LLC | 10,381 | $1.46M | 0.06% | +443+4.5% | Added |
| Cape Ann Savings Bank | 10,337 | $1.46M | 0.87% | −245−2.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,295 | $1.45M | 0.03% | −353−3.3% | Reduced |
| IFP Advisors, Inc | 8,301 | $1.43M | 0.04% | −892−9.7% | Reduced |
| Trust Point Inc. | 10,163 | $1.43M | 0.13% | +351+3.6% | Added |
| Gallagher Capital Advisors, LLC | 9,969 | $1.42M | 1.15% | +70+0.7% | Added |
| Premier Path Wealth Partners, LLC | 10,081 | $1.42M | 0.20% | +554+5.8% | Added |
| Relyea Zuckerberg Hanson LLC | 10,077 | $1.42M | 0.17% | +539+5.7% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 10,000 | $1.41M | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,996 | $1.41M | 0.02% | +2,058+25.9% | Added |
| Net Worth Advisory Group | 9,973 | $1.40M | 0.31% | +214+2.2% | Added |
| Parcion Private Wealth LLC | 9,928 | $1.40M | 0.10% | −1,343−11.9% | Reduced |
| Independent Financial Group, LLC | 9,926 | $1.40M | 0.04% | +383+4.0% | Added |
| Longfellow Investment Management Co LLC | 9,925 | $1.40M | 0.35% | −1,374−12.2% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.40M | 0.14% | −2,500−20.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,864 | $1.39M | 0.13% | −2,836−22.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,855 | $1.39M | 0.26% | −250−2.5% | Reduced |
| Constant Guidance Financial LLC | 9,780 | $1.37M | 1.38% | +9,780 | New |
| Venturi Wealth Management, LLC | 9,705 | $1.37M | 0.07% | +309+3.3% | Added |
| Gryphon Financial Partners LLC | 9,691 | $1.37M | 0.18% | +1,160+13.6% | Added |
| Regal Investment Advisors LLC | 9,679 | $1.36M | 0.10% | −3,951−29.0% | Reduced |
| Nilsine Partners, LLC | 9,600 | $1.35M | 0.14% | +636+7.1% | Added |
| Scott Marsh Financial, LLC | 9,596 | $1.35M | 0.50% | +9,596 | New |
| Investors Research Corp | 9,583 | $1.35M | 0.26% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 9,557 | $1.35M | 0.14% | 00.0% | Unchanged |
| First Citizens Financial Corp | 9,540 | $1.34M | 0.74% | +516+5.7% | Added |
| Wedbush Securities Inc | 9,485 | $1.34M | 0.05% | +1,010+11.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,471 | $1.33M | 0.55% | −6,002−38.8% | Reduced |
| TRUE Private Wealth Advisors | 9,464 | $1.33M | 0.15% | +251+2.7% | Added |
| Aaron Wealth Advisors | 9,459 | $1.33M | 0.14% | +552+6.2% | Added |
| Hancock Whitney Corp | 9,455 | $1.33M | 0.03% | +1,868+24.6% | Added |