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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 4,550 | $640.9K | 0.14% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,535 | $638.8K | 0.30% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 4,528 | $637.8K | 0.23% | +23+0.5% | Added |
| Sovereign Financial Group, Inc. | 4,525 | $637.4K | 0.13% | +4,525 | New |
| Powell Investment Advisors, LLC | 4,520 | $636.7K | 0.24% | +31+0.7% | Added |
| West Oak Capital, LLC | 4,515 | $636.0K | 0.25% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,524 | $635.0K | 0.03% | 00.0% | Unchanged |
| United Bank | 4,500 | $633.9K | 0.08% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,500 | $633.9K | 0.23% | +477+11.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,499 | $633.8K | 0.00% | +450+11.1% | Added |
| Cornerstone Wealth Management, LLC | 4,496 | $633.2K | 0.04% | +8+0.2% | Added |
| VisionPoint Advisory Group, LLC | 4,488 | $632.2K | 0.14% | +2,316+106.6% | Added |
| Code Waechter LLC | 4,432 | $624.3K | 0.44% | +102+2.4% | Added |
| Coastal Bridge Advisors, LLC | 4,430 | $624.0K | 0.05% | +4,430 | New |
| Cornerstone Wealth Group, LLC | 4,424 | $623.2K | 0.05% | +323+7.9% | Added |
| Focus Financial Network, Inc. | 4,411 | $621.3K | 0.02% | +1,074+32.2% | Added |
| Orrstown Financial Services Inc | 4,395 | $619.1K | 0.13% | +1,711+63.7% | Added |
| GTS Securities LLC | 4,393 | $618.8K | 0.03% | −6,633−60.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,391 | $618.5K | 0.01% | +112+2.6% | Added |
| Cantor Fitzgerald, L. P. | 4,389 | $618.2K | 0.02% | +4,389 | New |
| Fox Run Management, L.L.C. | 4,380 | $617.0K | 0.10% | +4,380 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,379 | $616.8K | 0.08% | +721+19.7% | Added |
| Advisory Alpha, LLC | 4,373 | $616.1K | 0.02% | +1,164+36.3% | Added |
| Allen Capital Group, LLC | 4,335 | $610.6K | 0.06% | +429+11.0% | Added |
| MCF Advisors LLC | 4,325 | $609.2K | 0.04% | +105+2.5% | Added |
| CNB Bank | 4,319 | $608.4K | 0.29% | −192−4.3% | Reduced |
| Opinicus Capital, Inc. | 4,291 | $604.4K | 0.46% | +478+12.5% | Added |
| Holderness Investments Co | 4,289 | $604.1K | 0.13% | +157+3.8% | Added |
| Providence First Trust Co | 4,284 | $603.4K | 0.21% | +115+2.8% | Added |
| Moors & Cabot, Inc. | 4,281 | $603.1K | 0.03% | −385−8.3% | Reduced |
| BNP Paribas | 4,273 | $601.9K | 0.02% | −5,403−55.8% | Reduced |
| Red Door Wealth Management, LLC | 4,269 | $601.3K | 0.07% | +4,269 | New |
| Tributary Capital Management, LLC | 4,265 | $600.8K | 0.05% | −120−2.7% | Reduced |
| Bay Capital Advisors, LLC | 4,259 | $599.9K | 0.46% | +10.0% | Added |
| Knollwood Investment Advisory, LLC | 4,258 | $599.8K | 0.06% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 4,232 | $596.1K | 0.45% | −205−4.6% | Reduced |
| BankPlus Trust Department | 4,231 | $596.0K | 0.18% | −198−4.5% | Reduced |
| Continuum Advisory, LLC | 4,219 | $594.3K | 0.07% | +309+7.9% | Added |
| Millennium Capital Advisors, LLC | 4,212 | $593.2K | 0.40% | +10.0% | Added |
| Payne Capital Management, LLC | 4,210 | $593.0K | 0.23% | −306−6.8% | Reduced |
| Klingman & Associates, LLC | 4,206 | $592.5K | 0.03% | +1,130+36.7% | Added |
| GFG Capital, LLC | 4,198 | $591.3K | 0.18% | −149−3.4% | Reduced |
| First Financial Bank - Trust Division | 4,180 | $588.8K | 0.05% | +539+14.8% | Added |
| Versant Capital Management, Inc | 4,165 | $586.7K | 0.09% | +586+16.4% | Added |
| Fielder Capital Group LLC | 4,146 | $584.0K | 0.16% | −14−0.3% | Reduced |
| Park Edge Advisors, LLC | 4,145 | $583.9K | 0.15% | +28+0.7% | Added |
| Cheviot Value Management, LLC | 4,075 | $583.5K | 0.07% | +700+20.7% | Added |
| Hudock, Inc. | 4,134 | $582.4K | 0.09% | −55−1.3% | Reduced |
| Park National Corp | 4,134 | $582.3K | 0.02% | +43+1.1% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $582.2K | 0.32% | 00.0% | Unchanged |
| Salzhauer Michael | 4,131 | $581.9K | 0.37% | −94−2.2% | Reduced |
| First American Trust, FSB | 4,123 | $580.7K | 0.05% | +290+7.6% | Added |
| Atticus Wealth Management, LLC | 4,122 | $580.6K | 0.16% | +3,272+384.9% | Added |
| KKM Financial LLC | 4,094 | $577.6K | 0.20% | −46−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 4,100 | $577.5K | 0.03% | +1,050+34.4% | Added |
| Sax Wealth Advisors, LLC | 4,087 | $575.7K | 0.03% | +1,025+33.5% | Added |
| Paradigm Financial Partners, LLC | 4,074 | $573.9K | 0.06% | +643+18.7% | Added |
| Silvia McColl Wealth Management, LLC | 4,071 | $573.4K | 0.42% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,065 | $573.0K | 0.21% | +10.0% | Added |
| Shepherd Financial Partners LLC | 4,054 | $571.0K | 0.06% | +20.0% | Added |
| DGS Capital Management, LLC | 4,054 | $571.0K | 0.12% | −372−8.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,045 | $569.7K | 0.28% | +305+8.2% | Added |
| Cromwell Holdings LLC | 4,034 | $568.2K | 0.34% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 4,030 | $567.7K | 0.10% | +4,030 | New |
| AA Financial Advisors, LLC | 4,028 | $567.4K | 0.12% | +812+25.2% | Added |
| Alpha Family Trust | 4,025 | $567.0K | 0.28% | +4,025 | New |
| Sentry Investment Management LLC | 4,008 | $566.0K | 0.31% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,006 | $564.2K | 0.02% | −6−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,997 | $563.0K | 0.05% | +656+19.6% | Added |
| Aprio Wealth Management, LLC | 3,996 | $562.8K | 0.06% | +253+6.8% | Added |
| 3Chopt Investment Partners, LLC | 3,986 | $561.5K | 0.14% | −223−5.3% | Reduced |
| Amplius Wealth Advisors, LLC | 3,945 | $555.7K | 0.05% | +84+2.2% | Added |
| 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 |
| Webster Bank, N. A. | 3,932 | $553.9K | 0.06% | −391−9.0% | Reduced |
| Broyhill Asset Management | 3,915 | $551.5K | 0.50% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,906 | $550.2K | 0.00% | −1,200−23.5% | Reduced |
| SOL Capital Management CO | 3,875 | $546.0K | 0.05% | 00.0% | Unchanged |
| Exane Asset Management | 3,291 | $544.0K | 0.21% | +3,291 | New |
| Crews Bank & Trust | 3,856 | $543.2K | 0.09% | +34+0.9% | Added |
| LGT Fund Management Co Ltd. | 3,838 | $540.6K | 0.05% | −4,161−52.0% | Reduced |
| Bank of Nova Scotia Trust Co | 3,830 | $539.5K | 0.05% | −27−0.7% | Reduced |
| Claro Advisors LLC | 3,826 | $538.9K | 0.09% | −2,277−37.3% | Reduced |
| St Germain D J Co Inc | 3,824 | $538.6K | 0.02% | −250−6.1% | Reduced |
| Jacobi Capital Management LLC | 3,819 | $538.0K | 0.04% | +38+1.0% | Added |
| Segment Wealth Management, LLC | 3,815 | $537.4K | 0.03% | −10−0.3% | Reduced |
| Wright Investors Service Inc | 3,812 | $537.0K | 0.16% | +156+4.3% | Added |
| Cetera Trust Company, N.A | 3,804 | $535.8K | 0.32% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,801 | $535.4K | 0.07% | +453+13.5% | Added |
| Tritonpoint Wealth, LLC | 3,800 | $535.3K | 0.05% | +184+5.1% | Added |
| Advyzon Investment Management, LLC | 3,797 | $534.8K | 0.12% | +109+3.0% | Added |
| Bolthouse Investments, LLC | 3,785 | $533.2K | 0.53% | 00.0% | Unchanged |
| Holocene Advisors, LP | 3,784 | $533.0K | 0.00% | −390,811−99.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,785 | $533.0K | 0.14% | −81−2.1% | Reduced |
| Omnia Family Wealth, LLC | 3,777 | $532.0K | 0.19% | +154+4.3% | Added |
| Frisch Financial Group, Inc. | 3,764 | $530.0K | 0.13% | +24+0.6% | Added |
| Advisor OS, LLC | 3,753 | $528.7K | 0.05% | +910+32.0% | Added |
| PFG Advisors | 3,753 | $528.6K | 0.03% | +665+21.5% | Added |
| Missouri Trust & Investment Co | 3,750 | $528.2K | 0.17% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,738 | $526.5K | 0.07% | 00.0% | Unchanged |