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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.

Institutional holdersQ2 2025: 2,208 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ2 2025: $190.6B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2025.

Institutions holding MS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quest 10 Wealth Builders, Inc.171$24.1K0.02%−1−0.6%Reduced
Kilter Group LLC171$24.1K0.01%+171New
First PREMIER Bank156$22.0K0.01%00.0%Unchanged
Arlington Trust Co LLC148$20.8K0.00%+131+770.6%Added
WealthTrak Capital Management LLC145$20.4K0.02%+66+83.5%Added
10Elms LLP143$20.1K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC142$20.0K0.03%+142New
Mark Sheptoff Financial Planning, LLC139$19.6K0.01%+43+44.8%Added
Mid-American Wealth Advisory Group, Inc.139$19.6K0.01%+139New
Morton Brown Family Wealth, LLC135$19.0K0.01%−20−12.9%Reduced
Penserra Capital Management LLC135$19.0K0.00%00.0%Unchanged
Rossby Financial, LCC127$17.9K0.01%+34+36.6%Added
Vision Financial Markets LLC124$17.5K0.02%00.0%Unchanged
Kentucky Trust Co119$16.8K0.01%00.0%Unchanged
LGT Financial Advisors LLC116$16.3K0.04%+116New
High Note Wealth, LLC113$15.9K0.00%−2−1.7%Reduced
Greykasell Wealth Strategies, Inc.112$15.8K0.01%00.0%Unchanged
Family Legacy Financial Solutions, LLC111$15.7K0.01%+111New
First Pacific Financial111$15.6K0.00%00.0%Unchanged
Clark Wealth Partners111$15.6K0.01%+39+54.2%Added
Frazier Financial Advisors, LLC109$15.4K0.01%00.0%Unchanged
Valued Wealth Advisors LLC109$15.3K0.01%00.0%Unchanged
Traub Capital Management LLC103$14.5K0.01%+103New
Gables Capital Management Inc.103$14.5K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.103$14.5K0.00%+14+15.7%Added
Estabrook Capital Management100$14.1K0.00%−100−50.0%Reduced
Mascoma Wealth Management LLC100$14.1K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$14.1K0.01%00.0%Unchanged
Birchbrook, Inc.94$13.3K0.01%00.0%Unchanged
IMG Wealth Management, Inc.92$13.0K0.01%+92New
Darwin Advisors, LLC90$12.8K0.00%00.0%Unchanged
Putney Financial Group LLC90$12.7K0.01%00.0%Unchanged
Hughes Financial Services, LLC89$12.6K0.00%+22+32.8%Added
Raffa Wealth Management, LLC89$12.5K0.00%−34−27.6%Reduced
Eisler Capital Management Ltd.88$12.4K0.00%−18,863−99.5%Reduced
American Capital Advisory, LLC88$12.4K0.01%+35+66.0%Added
Legend Financial Advisors, Inc.87$12.3K0.01%+87New
Centricity Wealth Management, LLC86$12.1K0.01%00.0%Unchanged
Atwood & Palmer Inc85$12.0K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC78$11.0K0.00%−112−58.9%Reduced
Kestra Investment Management, LLC94$11.0K0.00%00.0%Unchanged
Tidemark, LLC77$10.8K0.00%+30+63.8%Added
Ameriflex Group, Inc.75$10.5K0.01%00.0%Unchanged
First Community Trust NA73$10.3K0.01%00.0%Unchanged
Quaker Wealth Management, LLC72$10.2K0.00%+72New
Creative Capital Management Investments LLC72$10.1K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC71$10.0K0.00%−24−25.3%Reduced
Principia Wealth Advisory, LLC71$10.0K0.01%+4+6.0%Added
Arcadia Investment Management Corp70$9.86K0.00%00.0%Unchanged
Stone House Investment Management, LLC70$9.86K0.00%00.0%Unchanged
FWL Investment Management, LLC69$9.72K0.00%+69New
Westside Investment Management, Inc.68$9.59K0.00%+68New
Silicon Valley Capital Partners68$9.58K0.00%−939−93.2%Reduced
Total Investment Management Inc64$9.02K0.00%+64New
Anfield Capital Management, LLC62$8.73K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC61$8.59K0.00%−1−1.6%Reduced
Front Row Advisors LLC60$8.45K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC58$8.17K0.00%00.0%Unchanged
Holos Integrated Wealth LLC56$8.02K0.00%00.0%Unchanged
Your Advocates Ltd., LLP56$7.89K0.00%00.0%Unchanged
Financial Perspectives, Inc51$7.23K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$7.18K0.00%00.0%Unchanged
SWAN Capital LLC49$6.90K0.00%+49New
Westend Capital Management, LLC47$6.62K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC47$6.62K0.00%+47New
Colonial Trust Advisors46$6.48K0.00%−130−73.9%Reduced
JNBA Financial Advisors44$6.20K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC44$6.20K0.00%+30+214.3%Added
Bellwether Advisors, LLC43$6.06K0.00%+43New
Evermay Wealth Management LLC37$5.21K0.00%00.0%Unchanged
Costello Asset Management, INC36$5.07K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.35$4.98K0.00%+35New
McIlrath & Eck, LLC35$4.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$4.79K0.00%−22−39.3%Reduced
Global Wealth Strategies & Associates33$4.65K0.00%−4−10.8%Reduced
Essential Partners LLC33$4.65K0.00%+33New
GoalVest Advisory LLC32$4.51K0.00%+14+77.8%Added
Nemes Rush Group LLC31$4.37K0.00%+15+93.8%Added
Parkworth Wealth Management, Inc.31$4.37K0.00%+20+181.8%Added
New Millennium Group LLC29$4.08K0.00%−12−29.3%Reduced
S&T Bank29$4.08K0.00%+29New
WestEnd Advisors, LLC27$3.80K0.00%−10−27.0%Reduced
PayPay Securities Corp27$3.80K0.19%−4−12.9%Reduced
Contravisory Investment Management, Inc.27$3.80K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.27$3.80K0.00%+11+68.8%Added
Rialto Wealth Management, LLC26$3.66K0.00%−2−7.1%Reduced
Acima Private Wealth, LLC26$3.66K0.00%00.0%Unchanged
Hilltop National Bank25$3.52K0.00%+25New
Kings Path Partners LLC22$3.10K0.00%00.0%Unchanged
HFM Investment Advisors, LLC19$2.68K0.00%+13+216.7%Added
Investment Research & Advisory Group, Inc.18$2.54K0.00%00.0%Unchanged
Horizons Wealth Management17$2.40K0.00%00.0%Unchanged
Kessler Investment Group, LLC15$2.11K0.00%00.0%Unchanged
Perritt Capital Management Inc14$1.97K0.00%−42−75.0%Reduced
Clean Yield Group14$1.97K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$1.97K0.00%+14New
TD Capital Management LLC13$1.86K0.00%00.0%Unchanged
Puff Wealth Management, LLC13$1.84K0.00%+2+18.2%Added
DecisionPoint Financial, LLC12$1.69K0.00%+12New
Headlands Technologies LLC11$1.55K0.00%−478−97.8%Reduced