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 |
|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| CGC Financial Services, LLC | 5 | $704 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $564 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4 | $564 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 3 | $423 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | +1 | New |
| Tredje AP-fonden | 0 | $0 | 0.00% | −324,713−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −285,901−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −283,810−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −256,571−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −197,791−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −134,444−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −99,159−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −93,965−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −86,640−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −61,246−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −60,900−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −48,250−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −44,741−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −33,893−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,029−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −30,583−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −29,358−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −28,503−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −28,060−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −25,924−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −22,802−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −22,607−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −786,814−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −17,197−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,890−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −7,179−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,949−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,403−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,105−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Alexis Investment Partners, LLC | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,747−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −221−100.0% | Sold out |