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 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 5,645 | $795.2K | 0.58% | −150−2.6% | Reduced |
| Destination Wealth Management | 5,625 | $792.3K | 0.02% | +139+2.5% | Added |
| ICONIQ Capital, LLC | 5,596 | $788.3K | 0.01% | +138+2.5% | Added |
| Wrapmanager Inc | 5,584 | $786.6K | 0.19% | −208−3.6% | Reduced |
| Raleigh Capital Management Inc. | 5,583 | $786.4K | 0.33% | +188+3.5% | Added |
| Clear Harbor Asset Management, LLC | 5,576 | $785.4K | 0.06% | +1,705+44.0% | Added |
| West Family Investments, Inc. | 5,570 | $784.6K | 0.20% | +2,092+60.1% | Added |
| Douglass Winthrop Advisors, LLC | 5,508 | $775.9K | 0.01% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 5,496 | $774.3K | 0.45% | +6+0.1% | Added |
| L2 Asset Management, LLC | 5,471 | $770.6K | 0.13% | +266+5.1% | Added |
| Red Lighthouse Investment Management, LLC | 5,454 | $768.3K | 0.29% | −548−9.1% | Reduced |
| Nichols & Pratt Advisers LLP | 5,445 | $767.0K | 0.05% | +3,500+179.9% | Added |
| Barlow Wealth Partners, Inc. | 5,364 | $766.3K | 0.09% | −100−1.8% | Reduced |
| Heritage Wealth Advisors | 5,431 | $765.1K | 0.04% | +5+0.1% | Added |
| Johnson & White Wealth Management, LLC | 5,428 | $765.0K | 0.39% | +581+12.0% | Added |
| Bearing Point Capital, LLC | 5,407 | $761.6K | 0.14% | −196−3.5% | Reduced |
| Arbor Investment Advisors, LLC | 5,398 | $760.3K | 0.10% | +3+0.1% | Added |
| Chase Investment Counsel Corp | 5,398 | $760.0K | 0.24% | −134−2.4% | Reduced |
| One Capital Management, LLC | 5,371 | $756.6K | 0.03% | +1,427+36.2% | Added |
| Bank of New Hampshire | 5,368 | $756.1K | 0.19% | −510−8.7% | Reduced |
| Atlantic Union Bankshares Corp | 5,360 | $754.9K | 0.02% | +2,412+81.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,359 | $754.9K | 0.03% | +16+0.3% | Added |
| Soltis Investment Advisors LLC | 5,348 | $753.3K | 0.06% | +2,094+64.4% | Added |
| 1832 Asset Management L.P. | 5,336 | $751.6K | 0.00% | +90+1.7% | Added |
| Perpetual Ltd | 5,330 | $750.8K | 0.01% | −1,954−26.8% | Reduced |
| Northern Financial Advisors Inc | 5,327 | $750.4K | 0.56% | +91+1.7% | Added |
| Two Sigma Securities, LLC | 5,310 | $748.0K | 0.09% | −1,867−26.0% | Reduced |
| AlphaStar Capital Management, LLC | 5,297 | $746.1K | 0.05% | +5,297 | New |
| Transamerica Financial Advisors, Inc. | 5,293 | $745.4K | 0.07% | −238−4.3% | Reduced |
| GeoWealth Management, LLC | 5,292 | $745.4K | 0.03% | −925−14.9% | Reduced |
| Fort Sheridan Advisors LLC | 5,257 | $740.5K | 0.11% | +10.0% | Added |
| Integris Wealth Management, LLC | 5,231 | $736.8K | 0.19% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,230 | $736.7K | 0.62% | +2,509+92.2% | Added |
| Canopy Partners, LLC | 5,224 | $735.9K | 0.27% | −202−3.7% | Reduced |
| AdvisorNet Financial, Inc | 5,221 | $735.5K | 0.05% | −119−2.2% | Reduced |
| Breed's Hill Capital LLC | 5,217 | $734.9K | 0.35% | +21+0.4% | Added |
| Baron Wealth Management LLC | 5,216 | $734.7K | 0.26% | +406+8.4% | Added |
| SGL Investment Advisors, Inc. | 5,204 | $734.4K | 0.35% | +2,659+104.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,160 | $726.8K | 0.03% | −5,051−49.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,159 | $726.7K | 0.06% | +5,159 | New |
| Woodmont Investment Counsel LLC | 5,151 | $725.6K | 0.05% | +66+1.3% | Added |
| Palacios Wealth Management, LLC | 5,150 | $725.4K | 0.60% | +5,150 | New |
| Gibraltar Capital Management, Inc. | 5,146 | $724.9K | 0.14% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,140 | $724.0K | 0.20% | −391−7.1% | Reduced |
| Bell Bank | 5,133 | $723.0K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,132 | $722.9K | 0.00% | +617+13.7% | Added |
| Vivaldi Capital Management, LLC | 5,127 | $722.2K | 0.11% | −33−0.6% | Reduced |
| Argus Investors' Counsel, Inc. | 5,100 | $718.4K | 0.51% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,094 | $717.5K | 0.18% | +44+0.9% | Added |
| Forte Capital LLC | 5,094 | $717.5K | 0.08% | +537+11.8% | Added |
| Northeast Financial Consultants Inc | 5,085 | $716.3K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,082 | $715.9K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,082 | $715.8K | 0.02% | +1,110+27.9% | Added |
| Wealth Effects LLC | 5,075 | $714.9K | 0.27% | −100−1.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,063 | $713.2K | 0.02% | −1,748−25.7% | Reduced |
| Anchor Investment Management, LLC | 5,062 | $713.0K | 0.06% | −949−15.8% | Reduced |
| First Dallas Securities Inc. | 5,062 | $713.0K | 0.28% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,054 | $712.0K | 0.06% | +270+5.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $711.8K | 0.81% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,051 | $711.5K | 0.20% | −194−3.7% | Reduced |
| Cooper Financial Group | 5,049 | $711.2K | 0.08% | +22+0.4% | Added |
| Evexia Wealth LLC | 5,044 | $710.3K | 0.22% | −863−14.6% | Reduced |
| BKD Wealth Advisors, LLC | 5,031 | $708.7K | 0.02% | −77−1.5% | Reduced |
| Pinnacle Bancorp, Inc. | 5,022 | $707.4K | 0.22% | +75+1.5% | Added |
| De Lisle Partners LLP | 5,000 | $704.3K | 0.10% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 5,000 | $704.3K | 0.10% | +400+8.7% | Added |
| Lazari Capital Management, Inc. | 4,978 | $701.2K | 0.26% | −469−8.6% | Reduced |
| Coign Capital Advisors LLC | 4,949 | $697.1K | 0.47% | +97+2.0% | Added |
| Peoples Bank | 4,945 | $696.6K | 0.43% | +250+5.3% | Added |
| Register Financial Advisors LLC | 4,932 | $694.7K | 0.30% | +86+1.8% | Added |
| Lebenthal Global Advisors, LLC | 4,930 | $694.5K | 0.13% | +199+4.2% | Added |
| Boston Private Wealth LLC | 4,902 | $690.5K | 0.04% | +4,902 | New |
| First County Bank | 4,884 | $688.0K | 0.37% | −184−3.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $685.1K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,861 | $684.7K | 0.10% | −2,017−29.3% | Reduced |
| Intrua Financial, LLC | 4,840 | $681.7K | 0.10% | −659−12.0% | Reduced |
| Baker Avenue Asset Management, LP | 4,819 | $678.8K | 0.02% | +658+15.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,812 | $677.8K | 0.08% | −543−10.1% | Reduced |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,793 | $675.1K | 0.61% | −6−0.1% | Reduced |
| First Foundation Advisors | 4,786 | $674.1K | 0.02% | −750−13.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,789 | $674.0K | 0.25% | +1,045+27.9% | Added |
| Texas Bank & Trust Co | 4,784 | $673.9K | 0.27% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 4,761 | $670.6K | 0.50% | −504−9.6% | Reduced |
| Souders Financial Advisors | 4,731 | $666.4K | 0.08% | +712+17.7% | Added |
| Ledyard National Bank | 4,722 | $665.1K | 0.06% | +131+2.9% | Added |
| Connecticut Wealth Management, LLC | 4,721 | $665.1K | 0.03% | −29−0.6% | Reduced |
| YANKCOM Partnership | 4,715 | $664.2K | 0.32% | +728+18.3% | Added |
| DT Investment Partners, LLC | 4,672 | $658.1K | 0.06% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,665 | $657.2K | 0.55% | +32+0.7% | Added |
| Perennial Investment Advisors, LLC | 4,664 | $656.9K | 0.06% | −1,163−20.0% | Reduced |
| Arcataur Capital Management LLC | 4,649 | $654.9K | 0.20% | +22+0.5% | Added |
| Fortem Financial Group, LLC | 4,648 | $654.7K | 0.21% | −10−0.2% | Reduced |
| Roundview Capital LLC | 4,645 | $654.3K | 0.04% | +310+7.2% | Added |
| Integrated Investment Consultants, LLC | 4,631 | $652.3K | 0.13% | +2,734+144.1% | Added |
| Apriem Advisors | 4,620 | $650.9K | 0.07% | +380+9.0% | Added |
| Insight 2811, Inc. | 4,596 | $647.4K | 0.31% | −15−0.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,586 | $646.0K | 0.08% | +43+0.9% | Added |
| Flagship Harbor Advisors, LLC | 4,567 | $643.2K | 0.03% | +87+1.9% | Added |
| Shell Asset Management Co | 4,556 | $642.0K | 0.02% | +2,560+128.3% | Added |