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 |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 1,499 | $211.1K | 0.03% | −29−1.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $211.0K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 1,490 | $209.9K | 0.02% | +1,490 | New |
| Coordinated Financial Services, Inc. | 1,490 | $209.9K | 0.15% | +1,490 | New |
| Oxford Financial Group Ltd | 1,488 | $209.6K | 0.01% | +1,488 | New |
| TCI Wealth Advisors, Inc. | 1,483 | $208.9K | 0.01% | +1,483 | New |
| Harrell Investment Partners, LLC | 1,480 | $208.5K | 0.05% | +1,480 | New |
| Krane Funds Advisors LLC | 1,479 | $208.3K | 0.01% | −574−28.0% | Reduced |
| Carrera Capital Advisors | 1,471 | $207.3K | 0.04% | +1,471 | New |
| Colonial Trust Co | 1,468 | $206.8K | 0.03% | +25+1.7% | Added |
| Traphagen Investment Advisors LLC | 1,465 | $206.4K | 0.02% | +1,465 | New |
| Long Road Investment Counsel, LLC | 1,461 | $205.8K | 0.08% | +1,461 | New |
| Fortis Group Advisors, LLC | 1,444 | $205.7K | 0.04% | +1,444 | New |
| Red Wave Investments LLC | 1,452 | $204.5K | 0.07% | +1,452 | New |
| AssuredPartners Investment Advisors, LLC | 1,450 | $204.2K | 0.05% | −331−18.6% | Reduced |
| Confluence Wealth Services, Inc. | 1,443 | $203.3K | 0.01% | +1,443 | New |
| Chicago Trust Co NA | 1,438 | $202.6K | 0.03% | −721−33.4% | Reduced |
| Evolution Wealth Advisors, LLC | 1,437 | $202.4K | 0.03% | +1,437 | New |
| EPG Wealth Management LLC | 1,435 | $202.1K | 0.06% | +1,435 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $202.1K | 0.06% | 00.0% | Unchanged |
| eCIO, Inc. | 1,427 | $201.0K | 0.08% | −11−0.8% | Reduced |
| Trust Co of Oklahoma | 1,426 | $200.9K | 0.06% | +1,426 | New |
| ShoreHaven Wealth Partners, LLC | 1,420 | $200.2K | 0.08% | +1,420 | New |
| Resources Management Corp | 1,415 | $199.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,394 | $196.4K | 0.06% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,385 | $195.1K | 0.09% | +1,385 | New |
| Longview Financial Advisors LLC | 1,383 | $194.8K | 0.12% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,380 | $194.4K | 0.01% | +264+23.7% | Added |
| Silvant Capital Management LLC | 1,357 | $191.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,355 | $190.9K | 0.02% | +115+9.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,341 | $188.9K | 0.02% | +7+0.5% | Added |
| N.E.W. Advisory Services LLC | 1,328 | $187.0K | 0.02% | −3,070−69.8% | Reduced |
| Howard Capital Management Group, LLC | 1,316 | $185.4K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,300 | $183.1K | 0.19% | +1,300 | New |
| Robinswood Financial LLC | 1,203 | $169.5K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,191 | $168.0K | 0.00% | +651+120.6% | Added |
| Sherman Asset Management, Inc. | 1,162 | $163.7K | 0.15% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,385 | $163.0K | 0.02% | −144,802−99.1% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $162.8K | 0.12% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,119 | $157.6K | 0.06% | +1,000+840.3% | Added |
| General Partner, Inc. | 1,107 | $155.9K | 0.09% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,088 | $153.3K | 0.08% | −280,955−99.6% | Reduced |
| Covestor Ltd | 1,087 | $153.0K | 0.09% | +182+20.1% | Added |
| Millstone Evans Group, LLC | 1,083 | $152.6K | 0.10% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,034 | $152.3K | 0.05% | +1,034 | New |
| Pension & Wealth Management Advisors, Inc. | 1,078 | $151.9K | 0.05% | +161+17.6% | Added |
| Farmers & Merchants Investments Inc | 1,078 | $151.8K | 0.00% | −3−0.3% | Reduced |
| TSFG, LLC | 1,064 | $150.0K | 0.03% | +116+12.2% | Added |
| Alpine Bank Wealth Management | 1,050 | $147.9K | 0.02% | −210−16.7% | Reduced |
| Dakota Community Bank & Trust NA | 1,049 | $147.8K | 0.66% | +43+4.3% | Added |
| Creekmur Asset Management LLC | 1,027 | $144.7K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 1,002 | $141.1K | 0.02% | −7,545−88.3% | Reduced |
| Monetary Management Group Inc | 1,000 | $140.9K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $140.9K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $140.9K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $140.9K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 994 | $140.0K | 0.03% | −26−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 974 | $137.2K | 0.01% | +119+13.9% | Added |
| NewSquare Capital LLC | 958 | $134.9K | 0.01% | +521+119.2% | Added |
| Caldwell Sutter Capital, Inc. | 955 | $134.5K | 0.06% | −20−2.1% | Reduced |
| Bogart Wealth, LLC | 955 | $134.5K | 0.01% | −207−17.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 944 | $132.9K | 0.09% | 00.0% | Unchanged |
| Gleason Group, Inc. | 932 | $131.2K | 0.01% | +7+0.8% | Added |
| Ogorek Anthony Joseph | 936 | $131.0K | 0.04% | +175+23.0% | Added |
| First Financial Corp | 925 | $130.3K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 921 | $129.7K | 0.01% | −1−0.1% | Reduced |
| Wellington Shields & Co., LLC | 911 | $128.3K | 0.04% | +200+28.1% | Added |
| Hollencrest Capital Management | 894 | $125.9K | 0.01% | +3+0.3% | Added |
| Thompson Investment Management, Inc. | 886 | $124.8K | 0.02% | −183−17.1% | Reduced |
| Chesapeake Asset Management LLC | 884 | $124.5K | 0.11% | −185−17.3% | Reduced |
| Cranbrook Wealth Management, LLC | 872 | $122.8K | 0.03% | +93+11.9% | Added |
| J.Safra Asset Management Corp | 870 | $122.5K | 0.01% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 865 | $121.8K | 0.10% | −38−4.2% | Reduced |
| Cedar Mountain Advisors, LLC | 854 | $120.3K | 0.03% | +5+0.6% | Added |
| Hanson & Doremus Investment Management | 811 | $114.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 806 | $113.5K | 0.03% | −109−11.9% | Reduced |
| Rocky Mountain Advisers, LLC | 806 | $113.5K | 0.03% | +5+0.6% | Added |
| Optimum Investment Advisors | 800 | $112.7K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $112.7K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 792 | $111.6K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 787 | $110.9K | 0.01% | −179−18.5% | Reduced |
| MTM Investment Management, LLC | 786 | $110.7K | 0.04% | +786 | New |
| Groupe la Francaise | 771 | $108.5K | 0.00% | +197+34.3% | Added |
| Plante Moran Financial Advisors, LLC | 762 | $107.4K | 0.01% | +9+1.2% | Added |
| Trust Co | 755 | $106.3K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 753 | $106.2K | 0.03% | −80−9.6% | Reduced |
| Meeder Asset Management Inc | 749 | $105.5K | 0.01% | +108+16.8% | Added |
| Fortitude Family Office, LLC | 749 | $105.5K | 0.03% | +173+30.0% | Added |
| Sierra Ocean, LLC | 740 | $104.3K | 0.08% | +22+3.1% | Added |
| Atlantic Trust, LLC | 738 | $104.0K | 0.02% | −340−31.5% | Reduced |
| Kozak & Associates, Inc. | 723 | $102.3K | 0.02% | +6+0.8% | Added |
| Gen-Wealth Partners Inc | 720 | $101.4K | 0.04% | 00.0% | Unchanged |
| 1248 Management, LLC | 713 | $100.4K | 0.04% | −296−29.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 703 | $99.0K | 0.01% | +307+77.5% | Added |
| Nalls Sherbakoff Group, LLC | 702 | $98.9K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 674 | $94.9K | 0.02% | +73+12.1% | Added |
| DAGCO, Inc. | 673 | $94.8K | 0.03% | +613+1,021.7% | Added |
| Rakuten Securities, Inc. | 671 | $94.5K | 0.04% | −463−40.8% | Reduced |
| Richardson Financial Services Inc. | 667 | $94.1K | 0.06% | +103+18.3% | Added |
| Hager Investment Management Services, LLC | 661 | $93.1K | 0.06% | 00.0% | Unchanged |