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
- 2,208
- +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
- 894 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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 9,455 | $1.33M | 0.29% | +4,931+109.0% | Added |
| W Advisors, LLC | 9,425 | $1.33M | 0.76% | −25−0.3% | Reduced |
| Quilter Plc | 9,420 | $1.33M | 0.02% | +4,500+91.5% | Added |
| Atlas Legacy Advisors, LLC | 9,376 | $1.32M | 0.29% | −23−0.2% | Reduced |
| Portside Wealth Group, LLC | 9,373 | $1.32M | 0.20% | +218+2.4% | Added |
| Moment Partners, LLC | 9,367 | $1.32M | 0.25% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 9,315 | $1.31M | 0.42% | +448+5.1% | Added |
| Ibex Wealth Advisors | 9,281 | $1.31M | 0.14% | +9,281 | New |
| First Bank & Trust | 9,263 | $1.30M | 0.23% | −3,201−25.7% | Reduced |
| Busey Wealth Management | 9,193 | $1.29M | 0.04% | −91−1.0% | Reduced |
| Qsemble Capital Management, LP | 9,129 | $1.29M | 0.12% | +9,129 | New |
| Meiji Yasuda Asset Management Co Ltd. | 9,124 | $1.29M | 0.06% | −13,364−59.4% | Reduced |
| NCM Capital Management, LLC | 9,105 | $1.28M | 0.53% | +16+0.2% | Added |
| RFG Advisory, LLC | 9,098 | $1.28M | 0.03% | +2,649+41.1% | Added |
| Retirement Planning Co of New England, Inc. | 9,001 | $1.27M | 0.56% | −23−0.3% | Reduced |
| Texas Capital Bancshares Inc | 8,970 | $1.26M | 0.46% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 8,964 | $1.26M | 0.09% | +3,661+69.0% | Added |
| Buckley Wealth Management, LLC | 8,938 | $1.26M | 0.38% | −1,047−10.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,938 | $1.26M | 0.04% | +5+0.1% | Added |
| Legacy Bridge, LLC | 8,918 | $1.26M | 0.60% | −740−7.7% | Reduced |
| Triangle Securities Wealth Management | 8,894 | $1.25M | 0.31% | −205−2.3% | Reduced |
| Strait & Sound Wealth Management LLC | 8,879 | $1.25M | 0.53% | +132+1.5% | Added |
| Moneta Group Investment Advisors LLC | 8,842 | $1.25M | 0.01% | +33+0.4% | Added |
| Fort Point Capital Partners LLC | 8,788 | $1.24M | 0.12% | −1,141−11.5% | Reduced |
| Peoples Financial Services Corp. | 8,787 | $1.24M | 0.61% | −1,528−14.8% | Reduced |
| Verity & Verity, LLC | 8,772 | $1.24M | 0.11% | −291−3.2% | Reduced |
| Paladin Wealth, LLC | 8,761 | $1.23M | 0.96% | −73−0.8% | Reduced |
| Spire Wealth Management | 8,754 | $1.23M | 0.04% | −3,914−30.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,743 | $1.23M | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,624 | $1.23M | 0.04% | +1,002+13.1% | Added |
| bLong Financial, LLC | 8,659 | $1.22M | 0.94% | −200−2.3% | Reduced |
| Eastern Bank | 8,640 | $1.22M | 0.02% | −46−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 8,631 | $1.22M | 0.01% | +503+6.2% | Added |
| Herold Advisors, Inc. | 8,572 | $1.21M | 0.25% | +510+6.3% | Added |
| Clarendon Private LLC | 8,571 | $1.21M | 1.16% | +1,255+17.2% | Added |
| New Vernon Investment Management LLC | 8,550 | $1.20M | 1.40% | 00.0% | Unchanged |
| Sienna Gestion | 9,346 | $1.20M | 0.08% | 00.0% | Unchanged |
| OV Management LLC | 8,532 | $1.20M | 1.01% | +8,532 | New |
| Proficio Capital Partners LLC | 8,527 | $1.20M | 0.07% | +290+3.5% | Added |
| Resurgent Financial Advisors LLC | 8,521 | $1.20M | 0.66% | −3,384−28.4% | Reduced |
| E&G Advisors, LP | 8,710 | $1.20M | 0.31% | 00.0% | Unchanged |
| HM Payson & Co | 8,489 | $1.20M | 0.02% | +449+5.6% | Added |
| Mission Wealth Management, LP | 8,457 | $1.19M | 0.03% | +364+4.5% | Added |
| Everhart Financial Group, Inc. | 8,435 | $1.19M | 0.14% | +1,936+29.8% | Added |
| Richards, Merrill & Peterson, Inc. | 8,412 | $1.18M | 0.56% | +1,288+18.1% | Added |
| Graypoint LLC | 8,389 | $1.18M | 0.07% | +1,260+17.7% | Added |
| Farringdon Capital, Ltd. | 8,380 | $1.18M | 0.40% | +8,380 | New |
| Old National Bancorp | 8,353 | $1.18M | 0.02% | +117+1.4% | Added |
| Terry L. Blaker | 8,327 | $1.17M | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,287 | $1.17M | 0.67% | +430+5.5% | Added |
| Meiji Yasuda Life Insurance Co | 8,219 | $1.16M | 0.03% | −59−0.7% | Reduced |
| Genesee Capital Advisors, LLC | 8,211 | $1.16M | 0.52% | +121+1.5% | Added |
| FourThought Financial Partners, LLC | 8,209 | $1.16M | 0.11% | −1,150−12.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,170 | $1.15M | 0.20% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,097 | $1.14M | 0.24% | +30.0% | Added |
| Northwest & Ethical Investments L.P. | 8,100 | $1.14M | 0.03% | +8,100 | New |
| Quantitative Investment Management, LLC | 8,074 | $1.14M | 0.15% | −12,565−60.9% | Reduced |
| Kingsview Wealth Management, LLC | 8,064 | $1.14M | 0.02% | +260+3.3% | Added |
| Journey Strategic Wealth LLC | 8,062 | $1.14M | 0.04% | +4,399+120.1% | Added |
| Patton Albertson Miller Group, LLC | 8,011 | $1.13M | 0.15% | −42−0.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,006 | $1.13M | 0.07% | −1,076−11.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,005 | $1.13M | 0.27% | −81−1.0% | Reduced |
| Dempze Nancy E | 8,000 | $1.13M | 0.65% | −3,000−27.3% | Reduced |
| Avalon Trust Co | 8,000 | $1.13M | 0.08% | −2,000−20.0% | Reduced |
| Breakwater Capital Group | 7,998 | $1.13M | 0.18% | −20.0% | Reduced |
| Private Trust Co NA | 7,985 | $1.12M | 0.11% | +1,158+17.0% | Added |
| AlphaCore Capital LLC | 7,970 | $1.12M | 0.04% | +1,136+16.6% | Added |
| TigerOak Management, L.L.C. | 7,942 | $1.12M | 0.38% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,896 | $1.11M | 0.16% | +400+5.3% | Added |
| Western Wealth Management, LLC | 7,855 | $1.11M | 0.07% | +2,086+36.2% | Added |
| CX Institutional | 7,835 | $1.10M | 0.04% | +274+3.6% | Added |
| Corsair Capital Management, L.P. | 7,814 | $1.10M | 0.21% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,812 | $1.10M | 0.07% | −38−0.5% | Reduced |
| Financial Management Professionals, Inc. | 7,810 | $1.10M | 0.12% | −534−6.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,776 | $1.10M | 0.27% | +21+0.3% | Added |
| Modera Wealth Management, LLC | 7,762 | $1.09M | 0.01% | −1,226−13.6% | Reduced |
| Orion Capital Management LLC | 7,760 | $1.09M | 0.42% | −630−7.5% | Reduced |
| Resonant Capital Advisors, LLC | 7,753 | $1.09M | 0.07% | +1,481+23.6% | Added |
| Charles Schwab Trust Co | 7,723 | $1.09M | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,713 | $1.09M | 0.07% | +513+7.1% | Added |
| Stratos Wealth Advisors, LLC | 7,710 | $1.09M | 0.06% | −51−0.7% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.08M | 0.18% | +700+10.1% | Added |
| FNY Investment Advisers, LLC | 7,633 | $1.07M | 0.46% | +7,633 | New |
| Operose Advisors LLC | 7,607 | $1.07M | 0.30% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 7,600 | $1.07M | 0.03% | +7,600 | New |
| Grove Bank & Trust | 7,577 | $1.07M | 0.13% | +159+2.1% | Added |
| Bull Street Advisors, LLC | 7,575 | $1.07M | 0.51% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,539 | $1.07M | 0.11% | −21,465−74.0% | Reduced |
| Pictet & Cie (Europe) SA | 7,565 | $1.07M | 0.02% | +1,171+18.3% | Added |
| Berkshire Bank | 7,536 | $1.06M | 0.24% | −423−5.3% | Reduced |
| Westover Capital Advisors, LLC | 7,530 | $1.06M | 0.21% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,513 | $1.06M | 0.05% | +90+1.2% | Added |
| Parkside Investments, LLC | 7,500 | $1.06M | 0.14% | −500−6.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,477 | $1.05M | 0.15% | +23+0.3% | Added |
| Asset Dedication, LLC | 7,460 | $1.05M | 0.08% | −123−1.6% | Reduced |
| Bank of Stockton | 7,437 | $1.05M | 0.31% | +114+1.6% | Added |
| Hartford Funds Management Co LLC | 7,416 | $1.04M | 0.09% | +271+3.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.04M | 0.12% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7,366 | $1.04M | 0.73% | −495−6.3% | Reduced |
| Simplicity Wealth,LLC | 7,352 | $1.04M | 0.04% | +5,612+322.5% | Added |