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 |
|---|---|---|---|---|---|
| David Loasby | 7,428 | $1.03M | 0.09% | +103+1.4% | Added |
| CFS Investment Advisory Services, LLC | 7,336 | $1.03M | 0.08% | +1,253+20.6% | Added |
| MidWestOne Financial Group, Inc. | 7,308 | $1.03M | 0.13% | −78−1.1% | Reduced |
| Catalyst Financial Partners LLC | 7,287 | $1.03M | 0.11% | +413+6.0% | Added |
| Icon Wealth Advisors, LLC | 7,279 | $1.03M | 0.07% | −91−1.2% | Reduced |
| BluePath Capital Management, LLC | 7,212 | $1.02M | 0.89% | +720+11.1% | Added |
| Blueshift Asset Management, LLC | 7,179 | $1.01M | 0.31% | +7,179 | New |
| Goldstone Financial Group, LLC | 7,013 | $1.01M | 0.13% | +949+15.6% | Added |
| Atalanta Sosnoff Capital, LLC | 7,145 | $1.01M | 0.02% | −6,734−48.5% | Reduced |
| Csenge Advisory Group | 7,856 | $1.01M | 0.05% | +136+1.8% | Added |
| Jmac Enterprises LLC | 7,100 | $1.00M | 0.21% | +400+6.0% | Added |
| Rothschild Investment LLC | 7,051 | $993.2K | 0.06% | −39−0.6% | Reduced |
| Johnson Investment Counsel Inc | 7,046 | $992.4K | 0.01% | +410+6.2% | Added |
| Sather Financial Group Inc | 7,024 | $989.4K | 0.06% | +7,024 | New |
| Gibbs Wealth Management | 7,009 | $987.3K | 0.19% | +1,392+24.8% | Added |
| North Star Investment Management Corp. | 7,004 | $986.6K | 0.07% | −200−2.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,994 | $985.1K | 0.08% | +792+12.8% | Added |
| Independent Investors Inc | 6,983 | $983.6K | 0.21% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 6,962 | $980.7K | 0.28% | +195+2.9% | Added |
| Cidel Asset Management Inc | 6,961 | $980.5K | 0.06% | −276−3.8% | Reduced |
| Pacitti Group Inc. | 6,944 | $978.1K | 0.42% | +333+5.0% | Added |
| Bank of Jackson Hole Trust | 6,918 | $974.5K | 0.55% | −1,284−15.7% | Reduced |
| Los Angeles Capital Management LLC | 6,906 | $972.8K | 0.00% | −89,561−92.8% | Reduced |
| Essex Financial Services, Inc. | 6,903 | $972.3K | 0.06% | +1,603+30.2% | Added |
| Keel Point, LLC | 6,874 | $968.3K | 0.06% | +976+16.5% | Added |
| IHT Wealth Management, LLC | 6,873 | $968.1K | 0.03% | +128+1.9% | Added |
| CWA Asset Management Group, LLC | 6,867 | $967.3K | 0.04% | +1,246+22.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,813 | $959.7K | 0.08% | −128−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,757 | $951.8K | 0.10% | −8,388−55.4% | Reduced |
| Meridian Investment Counsel Inc. | 6,735 | $948.7K | 0.26% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $947.0K | 0.19% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,715 | $946.0K | 0.47% | −342−4.8% | Reduced |
| Robotti Robert | 6,715 | $945.9K | 0.18% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 6,682 | $941.0K | 0.45% | −838−11.1% | Reduced |
| Triad Wealth Partners, LLC | 6,679 | $940.8K | 0.19% | −50−0.7% | Reduced |
| Hills Bank & Trust Co | 6,661 | $938.3K | 0.06% | −126−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 6,653 | $937.1K | 0.17% | +9+0.1% | Added |
| Gladstone Institutional Advisory LLC | 6,638 | $935.0K | 0.04% | +262+4.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $931.9K | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 6,608 | $930.8K | 0.15% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 6,555 | $923.4K | 0.30% | +59+0.9% | Added |
| PDS Planning, Inc | 6,543 | $921.6K | 0.07% | +462+7.6% | Added |
| Carlson Capital L P | 6,500 | $915.6K | 0.52% | +6,500 | New |
| Mechanics Financial Corp | 6,481 | $912.9K | 0.39% | −1,307−16.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 6,456 | $909.4K | 0.06% | +1,037+19.1% | Added |
| Strategic Blueprint, LLC | 6,442 | $907.4K | 0.04% | −146−2.2% | Reduced |
| Davis R M Inc | 6,419 | $904.2K | 0.02% | +91+1.4% | Added |
| Hamilton Capital, LLC | 6,385 | $899.3K | 0.05% | −20.0% | Reduced |
| Somerville Kurt F | 6,375 | $898.0K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 6,363 | $896.3K | 0.04% | +3,053+92.2% | Added |
| Cornercap Investment Counsel Inc | 6,363 | $896.3K | 0.47% | −148−2.3% | Reduced |
| Bridgewater Advisors Inc. | 6,213 | $892.0K | 0.07% | +104+1.7% | Added |
| Affinity Investment Advisors, LLC | 6,278 | $884.3K | 0.67% | −460−6.8% | Reduced |
| Bahl & Gaynor Inc | 6,252 | $880.7K | 0.00% | +473+8.2% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $879.4K | 0.42% | 00.0% | Unchanged |
| Atom Investors LP | 6,234 | $878.1K | 0.08% | +6,234 | New |
| 111 Capital | 6,224 | $876.7K | 0.15% | −4,347−41.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $873.3K | 0.20% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,160 | $867.6K | 0.14% | +154+2.6% | Added |
| Rehmann Capital Advisory Group | 6,158 | $867.5K | 0.05% | +493+8.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,154 | $866.9K | 0.10% | +6,154 | New |
| RMR Wealth Builders | 6,128 | $863.2K | 0.08% | +2,285+59.5% | Added |
| Beck Mack & Oliver LLC | 6,125 | $862.8K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,119 | $861.9K | 0.32% | −78−1.3% | Reduced |
| Alta Advisers Ltd | 6,115 | $861.4K | 0.31% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,108 | $860.4K | 0.06% | −1,804−22.8% | Reduced |
| LM Advisors LLC | 6,104 | $860.0K | 0.11% | +365+6.4% | Added |
| LVW Advisors, LLC | 6,093 | $858.3K | 0.10% | −2,891−32.2% | Reduced |
| SlateStone Wealth, LLC | 6,081 | $857.0K | 0.08% | +946+18.4% | Added |
| Childress Capital Advisors, LLC | 6,018 | $847.7K | 0.21% | +894+17.4% | Added |
| Clifford Group, LLC | 6,002 | $845.4K | 0.69% | −61−1.0% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $845.2K | 0.13% | 00.0% | Unchanged |
| Quest Partners LLC | 5,969 | $840.8K | 0.08% | −1,963−24.7% | Reduced |
| Berger Financial Group, Inc | 5,967 | $840.5K | 0.05% | −137−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 5,931 | $835.4K | 0.07% | +5,931 | New |
| Adirondack Trust Co | 5,911 | $832.6K | 0.30% | +596+11.2% | Added |
| Sunbelt Securities, Inc. | 6,617 | $831.9K | 0.07% | +842+14.6% | Added |
| Welch & Forbes LLC | 5,898 | $830.8K | 0.01% | −313−5.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,897 | $830.7K | 0.02% | +344+6.2% | Added |
| Morningstar Investment Management LLC | 5,834 | $822.0K | 0.07% | +5,834 | New |
| Lee Danner & Bass Inc | 5,827 | $820.8K | 0.06% | −787−11.9% | Reduced |
| Wealth Alliance | 5,809 | $818.3K | 0.09% | −116−2.0% | Reduced |
| HBK Sorce Advisory LLC | 5,809 | $818.2K | 0.02% | −131−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,798 | $816.7K | 0.06% | −565−8.9% | Reduced |
| Angeles Wealth Management, LLC | 5,782 | $814.5K | 0.06% | +817+16.5% | Added |
| Diversify Wealth Management, LLC | 5,528 | $814.2K | 0.05% | −411−6.9% | Reduced |
| TriaGen Wealth Management LLC | 5,771 | $812.9K | 0.25% | +3+0.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $811.9K | 0.20% | −325−5.3% | Reduced |
| Nations Financial Group Inc, | 5,762 | $811.7K | 0.06% | +28+0.5% | Added |
| Ocean Capital Management, LLC | 5,758 | $811.1K | 0.18% | +4+0.1% | Added |
| Ci Investments Inc. | 5,754 | $811.0K | 0.00% | −38,357−87.0% | Reduced |
| Kathmere Capital Management, LLC | 5,751 | $810.1K | 0.06% | +2,685+87.6% | Added |
| Rogco, LP | 5,744 | $809.1K | 0.30% | +620+12.1% | Added |
| Mechanics Bank Trust Department | 5,731 | $807.3K | 0.12% | +31+0.5% | Added |
| Beacon Financial Group | 5,709 | $804.2K | 0.08% | −253−4.2% | Reduced |
| Financial Advisors, LLC | 5,706 | $803.8K | 0.15% | +230+4.2% | Added |
| BSW Wealth Partners | 5,699 | $802.8K | 0.11% | +393+7.4% | Added |
| Curbstone Financial Management Corp | 5,676 | $799.5K | 0.16% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,655 | $796.6K | 0.03% | +303+5.7% | Added |
| Evernest Financial Advisors, LLC | 5,650 | $795.9K | 0.26% | +873+18.3% | Added |