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 |
|---|---|---|---|---|---|
| Union Savings Bank | 649 | $92.5K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 650 | $92.0K | 0.00% | +450+225.0% | Added |
| Evelyn Partners Asset Management Ltd | 653 | $92.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 615 | $86.6K | 0.01% | −62−9.2% | Reduced |
| Livelsberger Financial Advisory | 613 | $86.4K | 1.67% | +613 | New |
| Parvin Asset Management, LLC | 600 | $84.5K | 0.09% | +561+1,438.5% | Added |
| Horrell Capital Management, Inc. | 583 | $82.1K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $81.0K | 0.08% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $80.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $78.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 544 | $78.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 624 | $77.9K | 0.06% | +76+13.9% | Added |
| CBIZ Investment Advisory Services, LLC | 538 | $75.8K | 0.00% | +327+155.0% | Added |
| Delos Wealth Advisors, LLC | 531 | $74.8K | 0.06% | +531 | New |
| Curio Wealth, LLC | 527 | $74.2K | 0.03% | +525+26,250.0% | Added |
| Aviso Financial Inc. | 520 | $73.2K | 0.00% | +20+4.0% | Added |
| WPG Advisers, LLC | 515 | $72.5K | 0.06% | +60+13.2% | Added |
| Garde Capital, Inc. | 511 | $72.0K | 0.00% | +257+101.2% | Added |
| Boreal Capital Management LLC | 504 | $71.0K | 0.06% | +504 | New |
| Pineridge Advisors LLC | 500 | $70.4K | 0.03% | +500 | New |
| Beutel, Goodman & Co Ltd. | 500 | $70.0K | 0.00% | −500−50.0% | Reduced |
| Solstein Capital, LLC | 493 | $69.4K | 0.04% | +237+92.6% | Added |
| Activest Wealth Management | 492 | $69.3K | 0.02% | −313−38.9% | Reduced |
| Creative Financial Designs Inc | 483 | $68.0K | 0.00% | −51−9.6% | Reduced |
| Salomon & Ludwin, LLC | 475 | $67.9K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 470 | $66.2K | 0.05% | 00.0% | Unchanged |
| Winnow Wealth LLC | 470 | $66.2K | 0.05% | +428+1,019.0% | Added |
| Itau Unibanco Holding S.A. | 564 | $65.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 457 | $64.4K | 0.01% | +364+391.4% | Added |
| FSA Wealth Management LLC | 451 | $63.6K | 0.02% | +1+0.2% | Added |
| Provenance Wealth Advisors, LLC | 443 | $62.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 433 | $61.0K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 427 | $60.2K | 0.02% | −353−45.3% | Reduced |
| Ancora Advisors, LLC | 426 | $60.0K | 0.00% | +129+43.4% | Added |
| Eukles Asset Management | 426 | $60.0K | 0.02% | −40−8.6% | Reduced |
| Opal Wealth Advisors, LLC | 419 | $59.0K | 0.02% | +217+107.4% | Added |
| ORG Partners LLC | 417 | $58.8K | 0.01% | +115+38.1% | Added |
| Twin Lakes Capital Management, LLC | 408 | $57.5K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 398 | $56.1K | 0.01% | +10+2.6% | Added |
| Flagship Wealth Advisors, LLC | 396 | $55.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 385 | $54.2K | 0.01% | +52+15.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $53.1K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 372 | $52.4K | 0.04% | +19+5.4% | Added |
| Roxbury Financial LLC | 370 | $52.2K | 0.05% | +2+0.5% | Added |
| North Capital, Inc. | 365 | $51.4K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 363 | $51.1K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 360 | $50.7K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 356 | $50.1K | 0.06% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 354 | $49.9K | 0.03% | +200+129.9% | Added |
| Beaird Harris Wealth Management, LLC | 346 | $48.7K | 0.00% | +16+4.8% | Added |
| Quarry LP | 341 | $48.0K | 0.01% | −191−35.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 338 | $47.6K | 0.02% | 00.0% | Unchanged |
| Tobam | 308 | $43.0K | 0.02% | +308 | New |
| Atlantic Edge Private Wealth Management, LLC | 305 | $43.0K | 0.01% | +50+19.6% | Added |
| UMA Financial Services, Inc. | 305 | $42.9K | 0.01% | +8+2.7% | Added |
| Access Investment Management LLC | 303 | $42.7K | 0.01% | +303 | New |
| Maryland Capital Advisors Inc. | 300 | $42.3K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $42.3K | 0.02% | +300 | New |
| Signature Resources Capital Management, LLC | 294 | $41.4K | 0.03% | +294 | New |
| Aspect Partners, LLC | 291 | $41.0K | 0.02% | +112+62.6% | Added |
| Medallion Wealth Advisors, LLC | 285 | $40.2K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 285 | $40.1K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 284 | $40.0K | 0.03% | 00.0% | Unchanged |
| Team Financial Group, LLC | 276 | $38.9K | 0.02% | +276 | New |
| Painted Porch Advisors LLC | 275 | $38.7K | 0.02% | −42−13.2% | Reduced |
| Crowley Wealth Management, Inc. | 273 | $38.5K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 273 | $38.4K | 0.01% | +90+49.2% | Added |
| Wood Tarver Financial Group, LLC | 275 | $38.0K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 267 | $37.6K | 0.01% | +267 | New |
| Bank & Trust Co | 265 | $37.3K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 264 | $37.2K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 262 | $37.0K | 0.02% | +139+113.0% | Added |
| Iron Horse Wealth Management, LLC | 259 | $36.5K | 0.01% | −7−2.6% | Reduced |
| Abound Wealth Management | 252 | $35.5K | 0.01% | +93+58.5% | Added |
| RMG Wealth Management LLC | 248 | $35.0K | 0.01% | +248 | New |
| Coastal Investment Advisors, Inc. | 244 | $34.4K | 0.01% | −133−35.3% | Reduced |
| Main Street Group, LTD | 239 | $33.7K | 0.01% | −68−22.1% | Reduced |
| MorganRosel Wealth Management, LLC | 232 | $32.7K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 230 | $32.6K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 229 | $32.3K | 0.02% | +229 | New |
| IAG Wealth Partners, LLC | 219 | $30.8K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 214 | $30.1K | 0.01% | −88−29.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 212 | $29.9K | 0.01% | +13+6.5% | Added |
| Cornerstone Planning Group LLC | 204 | $28.7K | 0.01% | −164−44.6% | Reduced |
| WFA of San Diego, LLC | 200 | $28.2K | 0.02% | +200 | New |
| Sumitomo Mitsui Financial Group, Inc. | 200 | $28.1K | 0.00% | +200 | New |
| Avion Wealth | 199 | $28.0K | 0.01% | +58+41.1% | Added |
| Accredited Wealth Management, LLC | 192 | $27.0K | 0.02% | −822−81.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 192 | $27.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 191 | $26.9K | 0.01% | +16+9.1% | Added |
| Archer Investment Corp | 191 | $26.9K | 0.01% | +1+0.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $26.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 25,777 | $25.8K | 0.02% | +25,594+13,985.8% | Added |
| Stephens Consulting, LLC | 181 | $25.5K | 0.01% | +56+44.8% | Added |
| Princeton Global Asset Management LLC | 179 | $25.2K | 0.00% | +155+645.8% | Added |
| Private Wealth Management Group, LLC | 178 | $25.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 178 | $25.1K | 0.01% | +2+1.1% | Added |
| Dunhill Financial, LLC | 175 | $24.7K | 0.01% | +59+50.9% | Added |
| Red Tortoise LLC | 175 | $24.6K | 0.01% | +1+0.6% | Added |