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
- 2,209
- +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
- 895 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 | 2,514 | $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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 1,095,102 | $131.4M | 0.39% | +346,331+46.3% | Added |
| Aviva PLC | 930,579 | $131.1M | 0.27% | +51,182+5.8% | Added |
| Nearwater Capital Markets, Ltd | 916,809 | $129.1M | 2.07% | +595,036+184.9% | Added |
| Nordea Investment Management AB | 912,282 | $127.7M | 0.12% | +3,583+0.4% | Added |
| Douglas Lane & Associates, LLC | 896,454 | $126.3M | 1.83% | −53,822−5.7% | Reduced |
| Brandywine Global Investment Management, LLC | 894,317 | $126.0M | 0.89% | −81,684−8.4% | Reduced |
| Swedbank AB | 889,963 | $125.4M | 0.14% | +889,963 | New |
| Clark Capital Management Group, Inc. | 875,292 | $123.3M | 0.86% | −82,526−8.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 860,000 | $121.1M | 0.89% | +860,000 | New |
| First Trust Advisors LP | 840,460 | $118.4M | 0.10% | +22,757+2.8% | Added |
| M&T Bank Corp | 817,487 | $115.2M | 0.40% | +2,854+0.4% | Added |
| Retirement Systems of Alabama | 817,264 | $115.1M | 0.41% | −54,714−6.3% | Reduced |
| Storebrand Asset Management AS | 812,127 | $114.4M | 0.33% | +10,291+1.3% | Added |
| RBF Capital, LLC | 810,432 | $114.2M | 5.65% | +810,432 | New |
| Kames Capital plc | 797,191 | $112.2M | 1.44% | +42,311+5.6% | Added |
| Aristotle Capital Management, LLC | 795,487 | $112.1M | 0.22% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 791,167 | $111.4M | 0.36% | +27,993+3.7% | Added |
| Mariner, LLC | 790,806 | $111.4M | 0.16% | +27,715+3.6% | Added |
| Pictet Asset Management Holding SA | 789,947 | $111.3M | 0.11% | −6,428−0.8% | Reduced |
| DnB Asset Management AS | 783,785 | $110.4M | 0.46% | +5,229+0.7% | Added |
| Rathbone Brothers plc | 762,845 | $107.5M | 0.46% | +57,532+8.2% | Added |
| US Bancorp | 755,354 | $106.4M | 0.13% | +1,953+0.3% | Added |
| Russell Investments Group, Ltd. | 750,583 | $105.7M | 0.13% | −89,414−10.6% | Reduced |
| Swiss Life Asset Management Ltd | 738,138 | $104.0M | 0.61% | +10,359+1.4% | Added |
| Artisan Partners Limited Partnership | 720,474 | $101.5M | 0.15% | −14,680−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 714,540 | $100.7M | 0.16% | −241,746−25.3% | Reduced |
| Toronto Dominion Bank | 684,045 | $96.4M | 0.21% | +298,762+77.5% | Added |
| State of Wisconsin Investment Board | 681,622 | $96.0M | 0.23% | −76,640−10.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 657,397 | $92.6M | 0.27% | +3,539+0.5% | Added |
| Virginia Retirement Systems Et Al | 654,400 | $92.2M | 0.64% | +17,000+2.7% | Added |
| TCW Group Inc | 641,942 | $90.4M | 0.71% | +1,303+0.2% | Added |
| Royal London Asset Management Ltd | 638,958 | $90.0M | 0.21% | −25,449−3.8% | Reduced |
| Primecap Management Co | 635,781 | $89.6M | 0.07% | −514,364−44.7% | Reduced |
| Danske Bank A/S | 618,224 | $87.1M | 0.22% | +45,301+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 618,110 | $87.1M | 0.31% | +327,870+113.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 616,575 | $86.9M | 4.08% | −1,634−0.3% | Reduced |
| UniSuper Management Pty Ltd | 610,630 | $86.0M | 0.58% | −216,252−26.2% | Reduced |
| Bank of Nova Scotia | 610,282 | $86.0M | 0.18% | −133,949−18.0% | Reduced |
| Truist Financial Corp | 599,415 | $84.4M | 0.12% | −3,482−0.6% | Reduced |
| CIBC World Markets Inc. | 591,147 | $83.3M | 0.18% | −195,522−24.9% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $82.6M | 0.15% | −105,095−15.2% | Reduced |
| TD Asset Management Inc | 565,320 | $79.6M | 0.07% | −21,002−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 561,191 | $79.0M | 0.19% | +40,574+7.8% | Added |
| Asset Management One Co.,Ltd. | 559,867 | $78.9M | 0.25% | −33,334−5.6% | Reduced |
| AXA S.A. | 553,866 | $78.0M | 0.22% | +290,862+110.6% | Added |
| Treasurer of the State of North Carolina | 538,006 | $75.8M | 0.24% | +12,934+2.5% | Added |
| Nomura Asset Management Co Ltd | 531,015 | $74.8M | 0.21% | +5,240+1.0% | Added |
| Menora Mivtachim Holdings Ltd. | 529,127 | $74.5M | 0.43% | −539,100−50.5% | Reduced |
| SEI Investments Co | 519,424 | $73.2M | 0.08% | −85,252−14.1% | Reduced |
| Millennium Management LLC | 510,993 | $72.0M | 0.06% | −3,698,590−87.9% | Reduced |
| Capital Advisors Inc | 503,461 | $70.9M | 1.27% | +343+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 497,229 | $70.0M | 0.16% | −29,430−5.6% | Reduced |
| KLP Kapitalforvaltning AS | 497,089 | $70.0M | 0.30% | +17,100+3.6% | Added |
| Candriam Luxembourg S.C.A. | 494,832 | $69.7M | 0.40% | −30,367−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 493,616 | $69.5M | 0.31% | −109,949−18.2% | Reduced |
| Two Sigma Investments, LP | 493,318 | $69.5M | 0.13% | +470,113+2,025.9% | Added |
| Calamos Advisors LLC | 487,782 | $68.7M | 0.29% | +42,795+9.6% | Added |
| MML Investors Services, LLC | 477,856 | $67.3M | 0.19% | +42,173+9.7% | Added |
| Public Employees Retirement System of Ohio | 474,775 | $66.9M | 0.23% | −498−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 467,847 | $65.8M | 0.16% | +92,465+24.6% | Added |
| Teewinot Capital Advisers, L.L.C. | 467,334 | $65.8M | 5.41% | +467,334 | New |
| Chilton Capital Management LLC | 463,808 | $65.3M | 2.39% | +116,157+33.4% | Added |
| Commonwealth Equity Services, LLC | 463,321 | $65.3M | 0.09% | −3,643−0.8% | Reduced |
| Acadian Asset Management LLC | 462,696 | $65.2M | 0.13% | +224,588+94.3% | Added |
| Donaldson Capital Management, LLC | 458,190 | $64.5M | 2.37% | −3,848−0.8% | Reduced |
| Pinnacle Associates Ltd | 453,078 | $63.8M | 0.92% | −7,652−1.7% | Reduced |
| Handelsbanken Fonder AB | 448,563 | $63.2M | 0.22% | −22,108−4.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 445,491 | $62.8M | 0.36% | −22,982−4.9% | Reduced |
| State of Tennessee, Treasury Department | 442,369 | $62.3M | 0.22% | −14,422−3.2% | Reduced |
| Gateway Investment Advisers LLC | 441,659 | $62.2M | 0.68% | −2,276−0.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 432,278 | $60.9M | 1.27% | +6,835+1.6% | Added |
| Resona Asset Management Co.,Ltd. | 421,440 | $59.4M | 0.29% | +25,578+6.5% | Added |
| Employees Retirement System of Texas | 421,200 | $59.3M | 0.48% | −11,600−2.7% | Reduced |
| Mackenzie Financial Corp | 415,882 | $58.6M | 0.08% | −946,529−69.5% | Reduced |
| Rafferty Asset Management, LLC | 413,521 | $58.2M | 0.19% | +6,298+1.5% | Added |
| AMF Pensionsforsakring AB | 409,071 | $57.6M | 0.38% | +196,836+92.7% | Added |
| STRS Ohio | 408,263 | $57.5M | 0.21% | +20,337+5.2% | Added |
| State of New Jersey Common Pension Fund D | 406,318 | $57.2M | 0.22% | +1,625+0.4% | Added |
| Banco Santander, S.A. | 395,457 | $55.7M | 0.53% | +33,507+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 395,039 | $55.6M | 0.42% | +262,378+197.8% | Added |
| Agf Management Ltd | 385,876 | $54.4M | 0.25% | +57,898+17.7% | Added |
| Clearbridge Investments, LLC | 385,043 | $54.2M | 0.04% | −18,785−4.7% | Reduced |
| Capital Fund Management S.A. | 384,756 | $54.2M | 0.60% | −446,991−53.7% | Reduced |
| Todd Asset Management LLC | 382,663 | $53.9M | 1.16% | −4,176−1.1% | Reduced |
| Man Group plc | 371,908 | $52.4M | 0.11% | −45,755−11.0% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $52.0M | 2.59% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 367,543 | $51.8M | 0.52% | +1,718+0.5% | Added |
| Edgar Lomax Co | 359,675 | $50.7M | 3.20% | −5,750−1.6% | Reduced |
| Ofi Invest Asset Management | 421,597 | $50.6M | 1.25% | +21,366+5.3% | Added |
| Fiduciary Trust Co | 358,324 | $50.5M | 0.62% | −5,828−1.6% | Reduced |
| Quantinno Capital Management LP | 355,420 | $50.1M | 0.22% | +114,063+47.3% | Added |
| Arizona State Retirement System | 353,630 | $49.8M | 0.29% | +11,364+3.3% | Added |
| Ferguson Wellman Capital Management, Inc | 349,847 | $49.3M | 0.87% | +860+0.2% | Added |
| SG Americas Securities, LLC | 347,173 | $48.9M | 0.21% | +314,718+969.7% | Added |
| Rockefeller Capital Management L.P. | 331,932 | $48.4M | 0.11% | −14,493−4.2% | Reduced |
| Comerica Bank | 342,918 | $48.3M | 0.19% | +23,604+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 341,029 | $48.0M | 0.39% | +1,484+0.4% | Added |
| State of Michigan Retirement System | 335,926 | $47.3M | 0.24% | +200+0.1% | Added |
| Gradient Investments LLC | 331,198 | $46.7M | 0.85% | −4,802−1.4% | Reduced |
| DJE Kapital AG | 331,071 | $46.7M | 1.14% | −99,230−23.1% | Reduced |