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 |
|---|---|---|---|---|---|
| Novem Group | 2,526 | $355.9K | 0.05% | −119−4.5% | Reduced |
| Flynn Zito Capital Management, LLC | 2,525 | $355.7K | 0.15% | 00.0% | Unchanged |
| Doheny Asset Management | 2,523 | $355.0K | 0.25% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,519 | $354.8K | 0.00% | −701,634−99.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,510 | $353.6K | 0.02% | +146+6.2% | Added |
| Apexium Financial, LP | 2,505 | $352.9K | 0.02% | +15+0.6% | Added |
| Thrive Wealth Management, LLC | 2,503 | $352.5K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,501 | $352.3K | 0.01% | +507+25.4% | Added |
| Univest Financial Corp | 2,480 | $349.3K | 0.02% | +7+0.3% | Added |
| Sachetta, LLC | 2,474 | $348.5K | 0.14% | +42+1.7% | Added |
| Partners Wealth Management, LLC | 3,009 | $348.3K | 0.40% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 2,469 | $348.0K | 0.40% | −4,089−62.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,451 | $345.2K | 0.02% | −20−0.8% | Reduced |
| Diametric Capital, LP | 2,449 | $345.0K | 0.18% | +2,449 | New |
| Cornerstone Advisory, LLC | 2,448 | $344.8K | 0.04% | +83+3.5% | Added |
| Phillips Wealth Planners LLC | 2,435 | $343.7K | 0.31% | −246−9.2% | Reduced |
| Foster Group, Inc. | 2,434 | $342.9K | 0.01% | +2,434 | New |
| Osterweis Capital Management Inc | 2,433 | $342.7K | 0.02% | +1,831+304.2% | Added |
| Jacobsen Capital Management | 2,427 | $341.9K | 0.13% | +215+9.7% | Added |
| Sig Brokerage, LP | 2,419 | $340.7K | 0.09% | +2,419 | New |
| Gitterman Wealth Management, LLC | 2,414 | $340.0K | 0.08% | −1,994−45.2% | Reduced |
| Ellsworth Advisors, LLC | 2,413 | $339.9K | 0.08% | +7+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,413 | $339.9K | 0.12% | −107−4.2% | Reduced |
| Horizon Wealth Management, LLC | 2,405 | $338.8K | 0.06% | −89−3.6% | Reduced |
| Valley National Advisers Inc | 2,410 | $338.0K | 0.06% | +475+24.5% | Added |
| Accredited Investors Inc. | 2,398 | $337.7K | 0.02% | +4+0.2% | Added |
| Darden Wealth Group Inc | 2,396 | $337.5K | 0.20% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,391 | $337.0K | 0.02% | −1,633−40.6% | Reduced |
| Veracity Capital LLC | 2,391 | $336.8K | 0.12% | +125+5.5% | Added |
| Riverwater Partners LLC | 2,390 | $336.7K | 0.16% | −1,692−41.5% | Reduced |
| Willow Creek Wealth Management Inc. | 2,383 | $335.7K | 0.03% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 2,377 | $334.8K | 0.14% | 00.0% | Unchanged |
| Firestone Capital Management | 2,373 | $334.3K | 0.08% | −27−1.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,359 | $332.3K | 0.04% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,351 | $331.2K | 0.04% | +254+12.1% | Added |
| Van Strum & Towne Inc. | 2,340 | $329.6K | 0.10% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,339 | $329.5K | 0.02% | −148−6.0% | Reduced |
| Primoris Wealth Advisors, LLC | 2,335 | $328.9K | 0.22% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,328 | $327.9K | 0.08% | 00.0% | Unchanged |
| SLT Holdings LLC | 2,326 | $327.6K | 0.24% | +42+1.8% | Added |
| True Link Financial Advisors, LLC | 2,312 | $325.7K | 0.02% | +18+0.8% | Added |
| Means Investment Co., Inc. | 2,300 | $324.0K | 0.03% | +10+0.4% | Added |
| Prairie Wealth Advisors, Inc. | 2,300 | $324.0K | 0.14% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,295 | $323.3K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,295 | $323.0K | 0.05% | +75+3.4% | Added |
| Harold Davidson & Associates Inc. | 2,290 | $322.6K | 0.21% | +2,290 | New |
| TFB Advisors LLC | 2,280 | $321.2K | 0.08% | −131−5.4% | Reduced |
| Welch Group, LLC | 2,280 | $321.2K | 0.01% | +93+4.3% | Added |
| Alteri Wealth LLC | 2,277 | $320.7K | 0.12% | +83+3.8% | Added |
| Old North State Trust, LLC | 2,274 | $320.0K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,274 | $320.0K | 0.10% | +27+1.2% | Added |
| Bouchey Financial Group Ltd | 2,268 | $319.5K | 0.03% | +101+4.7% | Added |
| Boyd Wealth Management, LLC | 2,267 | $319.3K | 0.14% | +2,267 | New |
| First Affirmative Financial Network | 2,250 | $317.0K | 0.16% | +2,250 | New |
| Intergy Private Wealth, LLC | 2,250 | $316.9K | 0.11% | −61−2.6% | Reduced |
| Fragasso Group Inc. | 2,246 | $316.3K | 0.02% | +460+25.8% | Added |
| Maxele Advisors, LLC | 2,245 | $316.2K | 0.28% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,229 | $313.9K | 0.02% | +211+10.5% | Added |
| US Asset Management LLC | 2,226 | $313.6K | 0.27% | −5,606−71.6% | Reduced |
| Wilkinson Global Asset Management LLC | 2,224 | $313.3K | 0.02% | +50+2.3% | Added |
| Matthew Goff Investment Advisor, LLC | 2,215 | $312.1K | 0.06% | +2,215 | New |
| Montz Harcus Wealth Management LLC | 2,210 | $311.3K | 0.15% | +3+0.1% | Added |
| Wall Street Financial Group, Inc. | 2,208 | $311.0K | 0.28% | +2,208 | New |
| Equitable Trust Co | 2,206 | $310.7K | 0.02% | −114−4.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,203 | $310.4K | 0.07% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,201 | $310.0K | 0.30% | −14−0.6% | Reduced |
| Groesbeck Investment Management Corp | 2,200 | $310.0K | 0.54% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,200 | $309.9K | 0.05% | −247−10.1% | Reduced |
| SPC Financial, Inc. | 2,187 | $308.1K | 0.03% | +2,187 | New |
| Baron Silver Stevens Financial Advisors, LLC | 2,187 | $308.1K | 0.05% | +2,187 | New |
| CenterStar Asset Management, LLC | 2,184 | $308.0K | 0.38% | −4,370−66.7% | Reduced |
| Eagle Strategies LLC | 2,184 | $307.7K | 0.05% | +12+0.6% | Added |
| Canvas Wealth Advisors, LLC | 2,146 | $305.9K | 0.06% | +197+10.1% | Added |
| Boyd Watterson Asset Management LLC | 2,168 | $305.3K | 0.10% | +88+4.2% | Added |
| Bangor Savings Bank | 2,167 | $305.2K | 0.03% | +2+0.1% | Added |
| Mosaic Financial Group, LLC | 2,167 | $305.0K | 0.23% | −27−1.2% | Reduced |
| Sunflower Bank, N.A. | 2,161 | $304.4K | 0.08% | −33−1.5% | Reduced |
| Leo Wealth, LLC | 2,158 | $304.0K | 0.02% | +2,158 | New |
| Capital Advisors, Ltd. LLC | 2,153 | $303.0K | 0.04% | +37+1.7% | Added |
| WealthShield Partners, LLC | 2,146 | $302.3K | 0.04% | −13−0.6% | Reduced |
| Macroview Investment Management LLC | 2,138 | $301.2K | 0.25% | +2+0.1% | Added |
| Everett Harris & Co | 2,134 | $300.6K | 0.00% | 00.0% | Unchanged |
| May Hill Capital, LLC | 2,132 | $300.4K | 0.10% | −92−4.1% | Reduced |
| NBW Capital LLC | 2,129 | $299.9K | 0.06% | +381+21.8% | Added |
| Consolidated Portfolio Review Corp | 2,129 | $299.8K | 0.04% | +115+5.7% | Added |
| CTC Alternative Strategies, Ltd. | 2,120 | $298.6K | 0.26% | +2,120 | New |
| BancorpSouth Bank | 2,119 | $298.5K | 0.02% | +20+1.0% | Added |
| Warther Private Wealth, LLC | 2,115 | $297.9K | 0.08% | −42−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,111 | $297.0K | 0.00% | −70−3.2% | Reduced |
| North Star Asset Management Inc | 2,107 | $296.8K | 0.01% | +50+2.4% | Added |
| Manske Wealth Management | 2,104 | $296.4K | 0.10% | +320+17.9% | Added |
| Point72 Europe (London) LLP | 2,100 | $295.8K | 0.02% | −18,100−89.6% | Reduced |
| Virtus ETF Advisers LLC | 2,100 | $295.8K | 0.18% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,093 | $294.8K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,089 | $294.2K | 0.05% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,086 | $293.8K | 0.03% | −486−18.9% | Reduced |
| First Business Financial Services, Inc. | 2,084 | $293.6K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,082 | $293.3K | 0.09% | +2,082 | New |
| Blue Bell Private Wealth Management, LLC | 2,073 | $292.0K | 0.05% | +112+5.7% | Added |
| Florida Financial Advisors, LLC | 2,070 | $291.7K | 0.10% | −219−9.6% | Reduced |