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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 3,732 | $525.7K | 0.22% | +276+8.0% | Added |
| Valmark Advisers, Inc. | 3,728 | $525.1K | 0.01% | −396−9.6% | Reduced |
| Bullock Wealth Management Group | 3,720 | $524.8K | 0.28% | −91−2.4% | Reduced |
| Centric Wealth Management | 3,661 | $524.2K | 0.13% | −15−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 3,721 | $524.1K | 0.12% | −453−10.9% | Reduced |
| Signal Advisors Wealth, LLC | 3,710 | $522.6K | 0.04% | −67−1.8% | Reduced |
| Topsail Wealth Management, LLC | 3,685 | $519.1K | 0.09% | −571−13.4% | Reduced |
| Voya Financial Advisors, Inc. | 3,677 | $517.3K | 0.05% | −51−1.4% | Reduced |
| Fiduciary Family Office, LLC | 3,664 | $516.1K | 0.17% | +818+28.7% | Added |
| Twinbeech Capital LP | 3,657 | $515.1K | 0.01% | −4,109−52.9% | Reduced |
| Marino, Stram & Associates LLC | 3,657 | $515.1K | 0.10% | −132−3.5% | Reduced |
| Sentinus, LLC | 3,646 | $513.6K | 0.13% | +361+11.0% | Added |
| Exencial Wealth Advisors, LLC | 3,645 | $513.4K | 0.02% | −761−17.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,633 | $512.0K | 0.04% | −8,489−70.0% | Reduced |
| Beta Wealth Group, Inc. | 3,632 | $511.6K | 0.19% | −1,096−23.2% | Reduced |
| New Hampshire Trust | 3,581 | $504.4K | 0.11% | +1,217+51.5% | Added |
| Belpointe Asset Management LLC | 3,570 | $502.9K | 0.02% | +112+3.2% | Added |
| JGP Wealth Management, LLC | 3,565 | $502.2K | 0.06% | −121−3.3% | Reduced |
| Manchester Capital Management LLC | 3,564 | $502.0K | 0.07% | −41−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 3,540 | $498.6K | 0.04% | +380+12.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,522 | $496.1K | 0.17% | +300+9.3% | Added |
| Wharton Business Group, LLC | 3,514 | $495.0K | 0.02% | −2,820−44.5% | Reduced |
| Farmers National Bank | 3,513 | $494.8K | 0.13% | −8−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,509 | $494.3K | 0.03% | +396+12.7% | Added |
| Allegheny Financial Group LTD | 3,498 | $492.7K | 0.11% | +21+0.6% | Added |
| Tiemann Investment Advisors, LLC | 3,496 | $492.4K | 0.20% | −125−3.5% | Reduced |
| Watts Gwilliam & Co., LLC | 3,090 | $492.1K | 0.08% | +68+2.3% | Added |
| Duncker Streett & Co Inc | 3,486 | $491.0K | 0.09% | +415+13.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,477 | $489.7K | 0.02% | +224+6.9% | Added |
| Nwam LLC | 3,426 | $487.8K | 0.03% | −22−0.6% | Reduced |
| Journey Advisory Group, LLC | 3,458 | $487.0K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 3,432 | $483.4K | 0.03% | −341−9.0% | Reduced |
| Davidson Investment Advisors | 3,427 | $482.7K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $481.7K | 0.36% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,417 | $481.3K | 0.10% | +2,947+627.0% | Added |
| Altus Wealth Group LLC | 3,404 | $479.4K | 0.21% | −127−3.6% | Reduced |
| Cohen & Steers, Inc. | 3,400 | $479.0K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,400 | $478.9K | 0.01% | +4+0.1% | Added |
| Pure Financial Advisors, Inc. | 3,389 | $477.3K | 0.01% | +884+35.3% | Added |
| RVW Wealth, LLC | 3,388 | $477.2K | 0.04% | −91−2.6% | Reduced |
| Optas, LLC | 3,384 | $476.7K | 0.09% | +335+11.0% | Added |
| Point72 Hong Kong Ltd | 3,376 | $475.5K | 0.03% | +3,376 | New |
| Amica Retiree Medical Trust | 3,345 | $471.0K | 0.68% | −505−13.1% | Reduced |
| Quantum Financial Advisors, LLC | 3,342 | $470.8K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,295 | $470.3K | 0.07% | +1,371+71.3% | Added |
| Wealth Preservation Advisors, LLC | 3,338 | $470.2K | 0.29% | −236−6.6% | Reduced |
| Legacy Edge Advisors, LLC | 3,329 | $468.9K | 0.06% | +545+19.6% | Added |
| Kovack Advisors, Inc. | 3,316 | $467.1K | 0.05% | −2,306−41.0% | Reduced |
| Aigen Investment Management, LP | 3,307 | $465.8K | 0.06% | −21,172−86.5% | Reduced |
| SageView Advisory Group, LLC | 3,248 | $463.1K | 0.02% | +188+6.1% | Added |
| Waldron Private Wealth LLC | 3,286 | $462.9K | 0.02% | −104−3.1% | Reduced |
| Proathlete Wealth Management LLC | 3,269 | $460.7K | 0.15% | +14+0.4% | Added |
| Congress Park Capital LLC | 3,250 | $457.8K | 0.15% | +75+2.4% | Added |
| Kingsman Wealth Management, Inc. | 3,245 | $457.0K | 0.28% | +114+3.6% | Added |
| Ellevest, Inc. | 3,243 | $456.8K | 0.07% | −1,335−29.2% | Reduced |
| Viawealth, LLC | 3,241 | $456.5K | 0.27% | +3,241 | New |
| American National Bank | 3,240 | $456.4K | 0.05% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,239 | $456.2K | 0.30% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $456.0K | 0.21% | −82−2.5% | Reduced |
| Onefund, LLC | 3,230 | $455.0K | 0.33% | −37−1.1% | Reduced |
| MJP Associates Inc | 3,229 | $454.9K | 0.07% | +984+43.8% | Added |
| Pallas Capital Advisors LLC | 3,227 | $454.6K | 0.02% | −70−2.1% | Reduced |
| Brookwood Investment Group LLC | 3,221 | $453.7K | 0.07% | +3,221 | New |
| Johnson Financial Group, Inc. | 3,216 | $453.0K | 0.02% | +1,440+81.1% | Added |
| Aspiriant, LLC | 3,211 | $452.3K | 0.01% | −155−4.6% | Reduced |
| Essex Savings Bank | 3,209 | $452.0K | 0.11% | −84−2.6% | Reduced |
| Mason & Associates Inc | 3,202 | $451.1K | 0.10% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,202 | $451.0K | 0.06% | −72−2.2% | Reduced |
| Naples Global Advisors, LLC | 3,198 | $450.4K | 0.04% | +1,050+48.9% | Added |
| Perfromance Wealth Partners, LLC | 3,188 | $449.1K | 0.01% | −13−0.4% | Reduced |
| Easterly Investment Partners LLC | 3,151 | $443.9K | 0.03% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,143 | $442.7K | 0.02% | −87−2.7% | Reduced |
| Harbour Investments, Inc. | 3,142 | $442.6K | 0.01% | +105+3.5% | Added |
| B&L Asset Management LLC | 3,137 | $441.9K | 0.25% | −5−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,123 | $439.9K | 0.09% | +427+15.8% | Added |
| Avantax Planning Partners, Inc. | 3,120 | $439.5K | 0.01% | −60−1.9% | Reduced |
| Diversified Enterprises, LLC | 3,118 | $439.2K | 0.03% | −82−2.6% | Reduced |
| One Wealth Advisors, LLC | 3,111 | $438.1K | 0.06% | +26+0.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $436.7K | 0.00% | −190−5.8% | Reduced |
| Hobbs Group Advisors, LLC | 3,091 | $435.4K | 0.15% | +10+0.3% | Added |
| Legacy Solutions, LLC | 3,075 | $433.1K | 0.41% | +198+6.9% | Added |
| Humankind Investments LLC | 3,073 | $432.9K | 0.11% | −1,134−27.0% | Reduced |
| Five Oceans Advisors | 3,069 | $432.3K | 0.18% | +20+0.7% | Added |
| Fulcrum Capital LLC | 3,066 | $431.9K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,057 | $430.7K | 0.06% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,007 | $429.6K | 0.11% | +73+2.5% | Added |
| Hazlett, Burt & Watson, Inc. | 3,041 | $429.0K | 0.18% | +1,444+90.4% | Added |
| Grandfield & Dodd, LLC | 3,044 | $428.8K | 0.03% | +5+0.2% | Added |
| Apella Capital, LLC | 2,983 | $428.8K | 0.01% | +153+5.4% | Added |
| Manchester Financial Inc | 3,043 | $428.6K | 0.09% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,039 | $428.1K | 0.40% | −294−8.8% | Reduced |
| Ostrum Asset Management | 3,030 | $426.8K | 0.02% | −87−2.8% | Reduced |
| Integrity Alliance, LLC. | 3,029 | $426.7K | 0.02% | −821−21.3% | Reduced |
| Kennebec Savings Bank | 3,029 | $426.7K | 0.42% | +125+4.3% | Added |
| Alpha Cubed Investments, LLC | 3,027 | $426.4K | 0.02% | +77+2.6% | Added |
| Richwood Investment Advisors, LLC | 3,021 | $425.5K | 0.35% | −555−15.5% | Reduced |
| Castle Wealth Management LLC | 3,019 | $425.3K | 0.15% | −283−8.6% | Reduced |
| Prelude Capital Management, LLC | 3,012 | $424.3K | 0.04% | +3,012 | New |
| Tactive Advisors, LLC | 3,012 | $424.3K | 0.14% | +3,012 | New |
| Circle Wealth Management, LLC | 3,002 | $422.8K | 0.01% | 00.0% | Unchanged |