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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 3,000 | $422.6K | 0.09% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,000 | $422.6K | 0.25% | +55+1.9% | Added |
| Austin Private Wealth, LLC | 2,999 | $422.4K | 0.03% | +360+13.6% | Added |
| Park Place Capital Corp | 2,989 | $421.7K | 0.10% | +26+0.9% | Added |
| Financial Advocates Investment Management | 2,992 | $421.4K | 0.03% | −2,555−46.1% | Reduced |
| Summit Wealth Group, LLC | 2,986 | $421.0K | 0.11% | −9−0.3% | Reduced |
| O'Rourke & Company, Inc | 2,984 | $420.3K | 0.20% | −67−2.2% | Reduced |
| Castleview Partners, LLC | 2,982 | $420.0K | 0.27% | +517+21.0% | Added |
| City State Bank | 2,978 | $419.5K | 0.13% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,965 | $418.0K | 0.01% | −13,201−81.7% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $417.6K | 0.07% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,962 | $416.7K | 0.37% | −53−1.8% | Reduced |
| First Interstate Bank | 2,953 | $416.0K | 0.02% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 2,945 | $414.9K | 0.19% | +2,945 | New |
| Founders Financial Alliance, LLC | 2,945 | $414.9K | 0.09% | −292−9.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,942 | $414.4K | 0.35% | −16−0.5% | Reduced |
| Key Financial Inc | 2,932 | $412.9K | 0.08% | −197−6.3% | Reduced |
| Crawford Investment Counsel Inc | 2,930 | $412.7K | 0.01% | −416−12.4% | Reduced |
| Everpar Advisors LLC | 2,922 | $411.6K | 0.19% | +135+4.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,921 | $411.5K | 0.12% | +567+24.1% | Added |
| Golden State Wealth Management, LLC | 2,917 | $411.0K | 0.05% | +122+4.4% | Added |
| River Wealth Advisors LLC | 2,917 | $410.9K | 0.05% | +472+19.3% | Added |
| American State Bank (Iowa) | 2,908 | $409.6K | 0.23% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,901 | $408.6K | 0.29% | +271+10.3% | Added |
| Grimes & Company, Inc. | 2,893 | $407.5K | 0.01% | +767+36.1% | Added |
| Vicus Capital | 2,875 | $405.0K | 0.03% | +2,875 | New |
| Howard Financial Services, Ltd. | 2,853 | $401.8K | 0.05% | −272−8.7% | Reduced |
| Wimmer Associates 1, LLC | 2,843 | $400.5K | 0.20% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,839 | $400.0K | 0.05% | +11+0.4% | Added |
| Fairscale Capital, LLC | 2,804 | $399.5K | 0.29% | +659+30.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,831 | $398.8K | 0.06% | −1,112−28.2% | Reduced |
| Naviter Wealth, LLC | 2,824 | $397.8K | 0.05% | +146+5.5% | Added |
| Tradition Wealth Management, LLC | 2,815 | $396.6K | 0.03% | +634+29.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,814 | $396.3K | 0.05% | −622−18.1% | Reduced |
| Balboa Wealth Partners | 2,812 | $396.1K | 0.08% | −124−4.2% | Reduced |
| Cercano Management LLC | 2,812 | $396.1K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,393 | $395.9K | 0.29% | +40+1.2% | Added |
| Laffer Tengler Investments | 2,807 | $395.4K | 0.07% | +2,807 | New |
| Plancorp, LLC | 2,802 | $394.7K | 0.01% | +40+1.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $394.4K | 0.11% | +2,800 | New |
| Meadow Creek Wealth Advisors LLC | 2,799 | $394.3K | 0.27% | +69+2.5% | Added |
| Auxano Advisors, LLC | 2,795 | $393.7K | 0.09% | −43−1.5% | Reduced |
| Ariadne Wealth Management, LP | 2,647 | $393.6K | 0.19% | +438+19.8% | Added |
| Waddell & Associates, LLC | 2,781 | $391.7K | 0.04% | −336−10.8% | Reduced |
| Spartan Planning & Wealth Management | 2,779 | $391.5K | 0.34% | +2,779 | New |
| Ipswich Investment Management Co., Inc. | 2,774 | $390.7K | 0.09% | −79−2.8% | Reduced |
| Royal Fund Management, LLC | 2,772 | $390.5K | 0.04% | +1,561+128.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,768 | $389.9K | 0.20% | −719−20.6% | Reduced |
| Associated Banc-Corp | 2,757 | $388.4K | 0.01% | −340−11.0% | Reduced |
| Jackson Square Capital, LLC | 2,741 | $386.1K | 0.09% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 2,735 | $385.3K | 0.23% | +2,735 | New |
| Broadleaf Partners, LLC | 2,719 | $383.0K | 0.08% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,712 | $382.0K | 0.21% | +2,712 | New |
| Aspen Wealth Strategies, LLC | 2,699 | $380.2K | 0.23% | +96+3.7% | Added |
| Lion Street Advisors, LLC | 2,698 | $380.0K | 0.12% | −13−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,693 | $379.3K | 0.04% | −14−0.5% | Reduced |
| Oakworth Capital, Inc. | 2,687 | $378.5K | 0.02% | −139−4.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,685 | $378.2K | 0.19% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,685 | $378.2K | 0.20% | +197+7.9% | Added |
| CoreCap Advisors, LLC | 2,683 | $378.0K | 0.02% | −183−6.4% | Reduced |
| Rockingstone Advisors LLC | 2,680 | $377.5K | 0.20% | +345+14.8% | Added |
| Camden National Bank | 2,671 | $376.2K | 0.05% | −62−2.3% | Reduced |
| Ashford Capital Management Inc | 2,670 | $376.1K | 0.04% | −1,540−36.6% | Reduced |
| Victory Financial Group, LLC | 2,669 | $376.0K | 0.06% | +211+8.6% | Added |
| Northstar Advisory Group, LLC | 2,668 | $375.8K | 0.18% | −1,133−29.8% | Reduced |
| Tanager Wealth Management LLP | 2,665 | $375.4K | 0.04% | −23−0.9% | Reduced |
| Sunpointe, LLC | 2,657 | $374.3K | 0.15% | +87+3.4% | Added |
| Waterloo Capital, L.P. | 2,646 | $372.7K | 0.03% | +2,646 | New |
| Kaizen Financial Strategies | 2,638 | $371.6K | 0.19% | +21+0.8% | Added |
| Samalin Investment Counsel, LLC | 2,632 | $370.9K | 0.14% | −14−0.5% | Reduced |
| Root Financial Partners, LLC | 2,632 | $370.7K | 0.04% | +2,632 | New |
| Allstate Corp | 2,622 | $369.3K | 0.03% | −29,178−91.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,616 | $368.5K | 0.02% | +187+7.7% | Added |
| Elyxium Wealth, LLC | 2,613 | $368.1K | 0.14% | +426+19.5% | Added |
| Mill Creek Capital Advisors, LLC | 2,611 | $367.8K | 0.01% | −1,178−31.1% | Reduced |
| Strategic Financial Concepts, LLC | 2,609 | $367.5K | 0.05% | −506−16.2% | Reduced |
| Cove Private Wealth, LLC | 2,606 | $367.1K | 0.13% | +2,606 | New |
| Argent Advisors, Inc. | 2,604 | $366.8K | 0.11% | +29+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,593 | $365.3K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,589 | $364.7K | 0.00% | −146−5.3% | Reduced |
| Reuter James Wealth Management, LLC | 2,582 | $363.7K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,517 | $362.8K | 0.13% | −184−6.8% | Reduced |
| Winthrop Advisory Group LLC | 2,574 | $362.6K | 0.03% | −215−7.7% | Reduced |
| Boothbay Fund Management, LLC | 2,574 | $362.6K | 0.01% | +2,574 | New |
| Almanack Investment Partners, LLC. | 2,570 | $362.0K | 0.06% | +2,570 | New |
| Lokken Investment Group LLC | 2,568 | $361.7K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,567 | $361.7K | 0.12% | −7−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 2,566 | $361.4K | 0.09% | +101+4.1% | Added |
| BLB&B Advisors, LLC | 2,565 | $361.3K | 0.02% | −268−9.5% | Reduced |
| IVC Wealth Advisors LLC | 2,562 | $360.9K | 0.18% | +27+1.1% | Added |
| Motco | 2,529 | $360.3K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,553 | $359.6K | 0.01% | −40−1.5% | Reduced |
| Financial Security Advisor, Inc. | 2,553 | $359.6K | 0.08% | +42+1.7% | Added |
| Clear Creek Financial Management, LLC | 2,552 | $359.5K | 0.03% | +87+3.5% | Added |
| Silver Coast Investments LLC | 2,549 | $359.1K | 0.13% | −223−8.0% | Reduced |
| Michael B. Yongue | 2,548 | $358.9K | 0.27% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,547 | $358.8K | 0.04% | +2,547 | New |
| Cardinal Point Capital Management, ULC | 2,545 | $358.5K | 0.03% | −83−3.2% | Reduced |
| L.M. Kohn & Company | 2,538 | $357.6K | 0.10% | −583−18.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,527 | $356.0K | 0.13% | +9+0.4% | Added |