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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 2,070 | $291.5K | 0.11% | +3+0.1% | Added |
| Goelzer Investment Management, Inc. | 2,069 | $291.4K | 0.02% | +305+17.3% | Added |
| Manhattan West Asset Management, LLC | 2,067 | $291.2K | 0.07% | +260+14.4% | Added |
| Binnacle Investments Inc | 2,063 | $290.6K | 0.19% | +142+7.4% | Added |
| Mayfair Advisory Group, LLC | 2,027 | $290.2K | 0.14% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,058 | $290.0K | 0.17% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,015 | $289.7K | 0.41% | +2,015 | New |
| Beacon Financial Advisory LLC | 2,054 | $289.3K | 0.07% | +110+5.7% | Added |
| Alta Wealth Advisors LLC | 2,049 | $288.6K | 0.14% | −250−10.9% | Reduced |
| Wedge Capital Management L L P | 2,048 | $288.5K | 0.01% | −212−9.4% | Reduced |
| Werba Rubin Papier Wealth Management | 2,048 | $288.4K | 0.05% | +326+18.9% | Added |
| BKM Wealth Management, LLC | 2,033 | $286.4K | 0.11% | −4−0.2% | Reduced |
| Clear Street Markets LLC | 2,031 | $286.1K | 0.10% | −1,069−34.5% | Reduced |
| J2 Capital Management Inc | 2,028 | $285.7K | 0.23% | −2,093−50.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 2,016 | $284.0K | 0.22% | −1,792−47.1% | Reduced |
| United Community Bank | 2,012 | $283.4K | 0.10% | +98+5.1% | Added |
| Capital Square, LLC | 1,986 | $282.6K | 0.15% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,006 | $282.5K | 0.13% | +2,006 | New |
| Deseret Mutual Benefit Administrators | 2,004 | $282.3K | 0.13% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,003 | $282.1K | 0.14% | +3+0.2% | Added |
| denkapparat Operations GmbH | 2,002 | $282.0K | 0.23% | −558−21.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $281.7K | 0.18% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $281.7K | 0.20% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,997 | $281.3K | 0.17% | −443−18.2% | Reduced |
| Koss-Olinger Consulting, LLC | 1,996 | $281.2K | 0.02% | −1−0.1% | Reduced |
| Thrive Capital Management, LLC | 1,995 | $281.1K | 0.09% | +1,995 | New |
| OneAscent Family Office, LLC | 1,996 | $281.0K | 0.27% | −1,792−47.3% | Reduced |
| Abel Hall, LLC | 1,992 | $280.6K | 0.13% | +179+9.9% | Added |
| BlueStem Wealth Partners, LLC | 1,991 | $280.5K | 0.03% | −423−17.5% | Reduced |
| King Wealth | 1,990 | $280.0K | 0.04% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,985 | $279.6K | 0.02% | −1−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,985 | $279.6K | 0.02% | −60−2.9% | Reduced |
| Genesis Private Wealth, LLC | 1,975 | $278.2K | 0.13% | −259−11.6% | Reduced |
| Leeward Financial Partners, LLC | 1,975 | $278.2K | 0.09% | −54−2.7% | Reduced |
| Mirador Capital Partners LP | 1,970 | $277.5K | 0.05% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $277.3K | 0.03% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,958 | $275.8K | 0.13% | +223+12.9% | Added |
| Caliber Wealth Management, LLC | 1,956 | $275.5K | 0.03% | +1+0.1% | Added |
| Family Management Corp | 1,950 | $274.7K | 0.04% | −100−4.9% | Reduced |
| DF Dent & Co Inc | 1,943 | $273.7K | 0.00% | +1,943 | New |
| RKL Wealth Management LLC | 1,940 | $273.3K | 0.02% | +171+9.7% | Added |
| Running Point Capital Advisors, LLC | 1,938 | $273.0K | 0.08% | +24+1.3% | Added |
| Tepp RIA, LLC | 1,934 | $272.4K | 0.35% | +1,934 | New |
| Neville Rodie & Shaw Inc | 1,926 | $271.0K | 0.02% | −600−23.8% | Reduced |
| Auour Investments LLC | 1,920 | $270.5K | 0.09% | +1,920 | New |
| Consilio Wealth Advisors, LLC | 1,922 | $270.4K | 0.10% | +1,922 | New |
| Kanawha Capital Management LLC | 1,914 | $269.6K | 0.02% | −12−0.6% | Reduced |
| Brucke Financial, Inc. | 1,912 | $269.3K | 0.19% | +43+2.3% | Added |
| Norway Savings Bank | 1,911 | $269.2K | 0.14% | −42−2.2% | Reduced |
| Claris Financial LLC | 1,904 | $268.2K | 0.20% | −519−21.4% | Reduced |
| LCNB Corp | 1,900 | $267.6K | 0.09% | −150−7.3% | Reduced |
| American Trust | 1,900 | $267.6K | 0.03% | +1,900 | New |
| Patton Fund Management, Inc. | 1,898 | $267.4K | 0.06% | +1,898 | New |
| Gemmer Asset Management LLC | 1,897 | $267.2K | 0.02% | +9+0.5% | Added |
| Wealth Management Associates, Inc. | 1,895 | $266.9K | 0.10% | +1+0.1% | Added |
| Syverson Strege & Co | 1,889 | $266.1K | 0.06% | +1,889 | New |
| Palisades Hudson Asset Management, L.P. | 1,878 | $265.0K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,875 | $264.1K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,874 | $264.0K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,872 | $263.7K | 0.02% | +117+6.7% | Added |
| Birch Hill Investment Advisors LLC | 1,871 | $263.5K | 0.01% | −100−5.1% | Reduced |
| LJI Wealth Management, LLC | 1,871 | $263.5K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,871 | $263.5K | 0.03% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,866 | $262.8K | 0.12% | +131+7.6% | Added |
| Osborne Partners Capital Management, LLC | 1,862 | $262.3K | 0.01% | −128−6.4% | Reduced |
| Lavaca Capital LLC | 1,862 | $262.3K | 0.11% | +12+0.6% | Added |
| Acorn Creek Capital LLC | 1,859 | $261.9K | 0.11% | +87+4.9% | Added |
| Gold Investment Management Ltd. | 1,856 | $261.8K | 0.10% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,859 | $261.8K | 0.05% | +91+5.1% | Added |
| QTR Family Wealth, LLC | 1,859 | $261.8K | 0.16% | +1,859 | New |
| JB Capital LLC | 1,855 | $261.2K | 0.01% | +68+3.8% | Added |
| Cypress Wealth Services, LLC | 1,853 | $261.0K | 0.05% | +1,853 | New |
| Riggs Asset Managment Co. Inc. | 1,849 | $260.5K | 0.06% | +44+2.4% | Added |
| Athena Investment Management | 1,845 | $259.9K | 0.15% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,841 | $259.3K | 0.12% | +97+5.6% | Added |
| Three Bridge Wealth Advisors, LLC | 1,827 | $257.4K | 0.07% | +1,827 | New |
| Pflug Koory, LLC | 1,824 | $256.9K | 0.13% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,821 | $256.5K | 0.17% | +1,821 | New |
| D'Orazio & Associates, Inc. | 1,820 | $256.4K | 0.04% | +1,820 | New |
| Revolve Wealth Partners, LLC | 1,817 | $255.9K | 0.03% | +81+4.7% | Added |
| Keebeck Wealth Management, LLC | 1,813 | $255.4K | 0.03% | +58+3.3% | Added |
| BlackDiamond Wealth Management Inc. | 1,803 | $254.3K | 0.15% | +1,803 | New |
| Bank Ozk | 1,805 | $254.3K | 0.10% | +69+4.0% | Added |
| Cypress Capital Group | 1,803 | $254.0K | 0.03% | −19−1.0% | Reduced |
| Davis Investment Partners, LLC | 1,799 | $253.8K | 0.09% | −241−11.8% | Reduced |
| ProVise Management Group, LLC | 1,801 | $253.7K | 0.02% | −33−1.8% | Reduced |
| Reik & Co., LLC | 1,800 | $253.5K | 0.06% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $253.5K | 0.08% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $253.5K | 0.22% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,800 | $253.5K | 0.06% | +80+4.7% | Added |
| Westwood Holdings Group Inc. | 1,793 | $252.6K | 0.00% | +1,793 | New |
| Purkiss Capital Advisors LLC | 1,793 | $252.5K | 0.14% | +1,793 | New |
| Flaharty Asset Management, LLC | 1,792 | $252.4K | 0.03% | −75−4.0% | Reduced |
| RB Capital Management, LLC | 1,792 | $252.4K | 0.06% | +1,792 | New |
| Atlas Private Wealth Advisors | 1,791 | $252.3K | 0.03% | +1,791 | New |
| Sterling Financial Group, Inc. | 1,789 | $252.0K | 0.08% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,783 | $251.1K | 0.16% | +1,783 | New |
| LeConte Wealth Management, LLC | 1,775 | $250.0K | 0.17% | +1,775 | New |
| West Branch Capital LLC | 1,774 | $249.9K | 0.07% | +1,445+439.2% | Added |
| WealthTrust Axiom LLC | 1,770 | $249.3K | 0.07% | 00.0% | Unchanged |