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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 1,766 | $248.8K | 0.07% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,759 | $247.8K | 0.06% | +4+0.2% | Added |
| Godsey & Gibb Associates | 1,750 | $246.5K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,743 | $245.5K | 0.02% | +28+1.6% | Added |
| Rise Advisors, LLC | 1,742 | $245.3K | 0.10% | +12+0.7% | Added |
| Richard P Slaughter Associates Inc | 1,740 | $245.1K | 0.05% | −1,905−52.3% | Reduced |
| Grunden Financial Advisory, Inc. | 1,740 | $245.1K | 0.11% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,738 | $244.8K | 0.23% | −129−6.9% | Reduced |
| WP Advisors, LLC | 1,736 | $244.5K | 0.07% | +1,736 | New |
| Maltin Wealth Management, Inc. | 1,731 | $243.8K | 0.11% | −3−0.2% | Reduced |
| Precedent Wealth Partners, LLC | 1,729 | $243.5K | 0.06% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 1,725 | $243.0K | 0.14% | −27−1.5% | Reduced |
| Titleist Asset Management, LLC | 1,723 | $242.6K | 0.02% | +2+0.1% | Added |
| Southland Equity Partners LLC | 1,719 | $242.1K | 0.05% | +1,719 | New |
| Hoxton Planning & Management, LLC | 1,719 | $242.1K | 0.08% | −20−1.2% | Reduced |
| TCFG Wealth Management, LLC | 1,718 | $242.0K | 0.11% | −1,109−39.2% | Reduced |
| NTV Asset Management LLC | 1,716 | $241.7K | 0.03% | +1,716 | New |
| Central Bank & Trust Co | 1,709 | $240.7K | 0.04% | −558−24.6% | Reduced |
| Holistic Financial Partners | 1,709 | $240.7K | 0.11% | +1,709 | New |
| Aries Wealth Management | 1,708 | $240.6K | 0.06% | +1,708 | New |
| McAdam, LLC | 1,707 | $240.4K | 0.01% | +1,707 | New |
| Riverbend Wealth Management, LLC | 1,704 | $240.0K | 0.18% | +1,704 | New |
| AGH Wealth Advisors, LLC | 1,703 | $239.9K | 0.20% | +1,703 | New |
| Garden State Investment Advisory Services LLC | 1,696 | $239.7K | 0.06% | +1,696 | New |
| Fusion Capital, LLC | 1,701 | $239.5K | 0.08% | +1,701 | New |
| Brave Asset Management Inc | 1,700 | $239.5K | 0.07% | +1,700 | New |
| Investment House LLC | 1,700 | $239.5K | 0.01% | +1,700 | New |
| LifeWealth Investments, LLC | 1,697 | $239.0K | 0.04% | +1,697 | New |
| Legacy Capital Wealth Partners, LLC | 1,697 | $239.0K | 0.05% | +1,697 | New |
| RiverFront Investment Group, LLC | 1,696 | $238.9K | 0.00% | +1,696 | New |
| STAR Financial Bank | 1,692 | $238.3K | 0.15% | −246−12.7% | Reduced |
| Centurion Wealth Management LLC | 1,690 | $238.0K | 0.07% | +37+2.2% | Added |
| Headinvest, LLC | 1,687 | $237.6K | 0.05% | −167−9.0% | Reduced |
| Schrum Private Wealth Management LLC | 1,685 | $237.3K | 0.19% | +1,685 | New |
| Kennedy Investment Group | 1,682 | $236.9K | 0.10% | +1,682 | New |
| MBL Wealth, LLC | 1,680 | $236.6K | 0.02% | +1,680 | New |
| Allium Financial Advisors, LLC | 1,666 | $234.7K | 0.20% | −52−3.0% | Reduced |
| Westmount Partners, LLC | 1,661 | $234.0K | 0.06% | +1,661 | New |
| XY Planning Network, Inc. | 1,659 | $233.7K | 0.08% | +1,659 | New |
| Liberty Wealth Management LLC | 1,657 | $233.4K | 0.04% | +1,657 | New |
| Noesis Capital Mangement Corp | 1,655 | $233.1K | 0.04% | +1,655 | New |
| Oak Thistle LLC | 1,654 | $233.0K | 0.03% | +1,654 | New |
| Jaffetilchin Investment Partners, LLC | 1,652 | $232.8K | 0.02% | +1,652 | New |
| Reston Wealth Management LLC | 1,652 | $232.6K | 0.08% | +1,652 | New |
| Per Stirling Capital Management, LLC. | 1,651 | $232.5K | 0.03% | +1,651 | New |
| Marks Group Wealth Management, Inc | 1,649 | $232.3K | 0.02% | +1,649 | New |
| First National Corp | 1,648 | $232.1K | 0.05% | +1,648 | New |
| Stonebrook Private Inc. | 1,647 | $232.0K | 0.05% | +1,647 | New |
| 49 Wealth Management, LLC | 1,645 | $231.7K | 0.02% | +1,645 | New |
| Goldstein Advisors, LLC | 1,643 | $231.4K | 0.03% | −173−9.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,638 | $230.8K | 0.02% | −71−4.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,635 | $230.3K | 0.03% | +1,635 | New |
| Y.D. More Investments Ltd | 1,638 | $230.2K | 0.02% | −509−23.7% | Reduced |
| CFO4Life Group, LLC | 1,630 | $229.6K | 0.04% | +1,630 | New |
| Beirne Wealth Consulting Services, LLC | 1,619 | $228.1K | 0.07% | +1,619 | New |
| Warwick Investment Management, Inc. | 1,617 | $227.8K | 0.04% | +1,617 | New |
| Secure Asset Management, LLC | 1,615 | $227.4K | 0.04% | −118−6.8% | Reduced |
| Biltmore Family Office, LLC | 1,609 | $226.6K | 0.04% | +1,609 | New |
| Ethos Financial Group, LLC | 1,607 | $226.4K | 0.02% | −296−15.6% | Reduced |
| Black Swift Group, LLC | 1,607 | $226.4K | 0.05% | +1,607 | New |
| Channel Wealth LLC | 1,607 | $226.4K | 0.06% | +1,607 | New |
| Keudell/Morrison Wealth Management | 1,606 | $226.2K | 0.05% | +1,606 | New |
| Masso Torrence Wealth Management Inc. | 1,601 | $225.5K | 0.10% | +1,601 | New |
| Constitution Capital LLC | 1,600 | $225.4K | 0.12% | −2,500−61.0% | Reduced |
| Game Plan Financial Advisors, LLC | 1,600 | $225.4K | 0.10% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $225.4K | 0.04% | +1,600 | New |
| Objective Capital Management, LLC | 1,600 | $225.4K | 0.25% | +1,600 | New |
| Keystone Financial Group | 1,597 | $225.0K | 0.02% | +1,597 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,597 | $225.0K | 0.03% | +1,597 | New |
| Walkner Condon Financial Advisors LLC | 1,596 | $224.8K | 0.04% | +1,596 | New |
| FLC Capital Advisors | 1,595 | $224.7K | 0.05% | +1,595 | New |
| Ransom Advisory, Ltd | 1,594 | $224.5K | 0.11% | 00.0% | Unchanged |
| FCG Investment Co | 1,594 | $224.5K | 0.12% | +1,594 | New |
| MWA Asset Management | 1,591 | $224.1K | 0.14% | +1,591 | New |
| Cambria Investment Management, L.P. | 1,581 | $222.7K | 0.02% | +1,581 | New |
| Yardley Wealth Management LLC | 1,576 | $222.0K | 0.12% | +1,576 | New |
| Washington Trust Bank | 1,574 | $221.7K | 0.02% | +1,574 | New |
| Verum Partners LLC | 1,569 | $221.0K | 0.05% | +1,569 | New |
| Valley Financial Group, Inc. | 1,562 | $220.0K | 0.13% | +1,562 | New |
| Harvest Fund Management Co., Ltd | 1,565 | $220.0K | 0.01% | −1,173−42.8% | Reduced |
| Capital Performance Advisors LLP | 1,562 | $220.0K | 0.04% | +1,562 | New |
| TFC Financial Management | 1,561 | $219.9K | 0.03% | +8+0.5% | Added |
| Roof Eidam & Maycock | 1,560 | $219.7K | 0.05% | +1,560 | New |
| Bruce G. Allen Investments, LLC | 1,557 | $219.3K | 0.17% | +18+1.2% | Added |
| Blue Barn Wealth, LLC | 1,557 | $219.3K | 0.10% | +1,557 | New |
| Landaas & Co | 1,546 | $218.0K | 0.05% | +1,546 | New |
| Piscataqua Savings Bank | 1,545 | $217.6K | 0.18% | −29−1.8% | Reduced |
| Financial Council Asset Management Inc | 1,543 | $217.3K | 0.10% | +1,543 | New |
| Brown, Lisle/Cummings, Inc. | 1,533 | $216.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,531 | $215.7K | 0.04% | +1,531 | New |
| GHP Investment Advisors, Inc. | 1,516 | $213.5K | 0.01% | −350−18.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,508 | $212.4K | 0.00% | +1,508 | New |
| Balentine LLC | 1,508 | $212.4K | 0.01% | +1,508 | New |
| Aviance Capital Partners, LLC | 1,507 | $212.3K | 0.03% | +1,507 | New |
| Ewa, LLC | 1,507 | $212.2K | 0.07% | +1,507 | New |
| Grandview Asset Management LLC | 1,508 | $212.0K | 0.07% | +1,508 | New |
| Burt Wealth Advisors | 1,505 | $212.0K | 0.05% | +1,505 | New |
| Antonelli Financial Advisors, LLC | 1,500 | $211.3K | 0.15% | −239−13.7% | Reduced |
| Private Capital Advisors, Inc. | 1,500 | $211.3K | 0.03% | +1,500 | New |
| Kearns & Associates LLC | 1,500 | $211.3K | 0.12% | +1,500 | New |