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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 329,050 | $46.3M | 0.51% | −77,300−19.0% | Reduced |
| Janney Montgomery Scott LLC | 327,631 | $46.1M | 0.12% | −5,665−1.7% | Reduced |
| Prana Capital Management, LP | 327,342 | $46.1M | 1.67% | +42,731+15.0% | Added |
| LGT Capital Partners Ltd. | 326,967 | $46.1M | 2.04% | −82,175−20.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 317,245 | $44.7M | 2.42% | −5,267−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 317,142 | $44.7M | 1.97% | +15,173+5.0% | Added |
| Vontobel Holding Ltd. | 313,576 | $44.2M | 0.15% | −17,211−5.2% | Reduced |
| MetLife Investment Management | 313,372 | $44.1M | 0.26% | −9,338−2.9% | Reduced |
| Fort Washington Investment Advisors Inc | 307,946 | $43.4M | 0.25% | +7,644+2.5% | Added |
| Annex Advisory Services, LLC | 307,868 | $43.4M | 1.04% | +15,968+5.5% | Added |
| Baird Financial Group, Inc. | 307,484 | $43.3M | 0.08% | +9,827+3.3% | Added |
| GW&K Investment Management, LLC | 305,288 | $43.0M | 0.38% | −5,765−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 302,970 | $42.7M | 0.23% | +19,995+7.1% | Added |
| Czech National Bank | 301,957 | $42.5M | 0.33% | +17,748+6.2% | Added |
| Teacher Retirement System of Texas | 295,948 | $41.7M | 0.18% | −34,878−10.5% | Reduced |
| D. E. Shaw & Co., Inc. | 295,170 | $41.6M | 0.04% | +12,238+4.3% | Added |
| CIBC Private Wealth Group, LLC | 294,909 | $41.5M | 0.07% | −524−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 292,594 | $41.2M | 0.47% | −1,272−0.4% | Reduced |
| Creative Planning | 289,306 | $40.8M | 0.03% | +18,763+6.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 288,064 | $40.6M | 0.90% | −746−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 283,479 | $39.9M | 0.08% | +43,827+18.3% | Added |
| Groupama Asset Managment | 282,288 | $39.7M | 0.66% | +8,694+3.2% | Added |
| QRG Capital Management, Inc. | 280,127 | $39.5M | 0.34% | +17,571+6.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 275,471 | $38.8M | 0.17% | −5,700−2.0% | Reduced |
| ProShare Advisors LLC | 274,667 | $38.7M | 0.08% | −16,541−5.7% | Reduced |
| Worldquant Millennium Advisors LLC | 273,157 | $38.5M | 0.19% | −22,299−7.5% | Reduced |
| Matrix Asset Advisors Inc | 269,515 | $38.0M | 3.84% | +9,164+3.5% | Added |
| Blue Chip Partners, Inc. | 268,859 | $37.9M | 3.09% | −8,375−3.0% | Reduced |
| Conning Inc. | 267,502 | $37.7M | 1.29% | −22,927−7.9% | Reduced |
| Foundations Investment Advisors, LLC | 264,872 | $37.3M | 0.59% | +34,524+15.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 263,575 | $37.1M | 0.04% | +15,623+6.3% | Added |
| Forsta Ap-Fonden | 259,463 | $36.5M | 0.24% | −22,500−8.0% | Reduced |
| Ossiam | 254,800 | $35.9M | 0.40% | +90,817+55.4% | Added |
| Public Sector Pension Investment Board | 254,256 | $35.8M | 0.15% | −176,553−41.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 252,876 | $35.6M | 2.06% | +6,102+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 252,610 | $35.6M | 0.15% | +13,235+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 249,540 | $35.2M | 0.24% | +44,241+21.5% | Added |
| Erste Asset Management GmbH | 247,209 | $34.8M | 0.29% | +82,064+49.7% | Added |
| Heritage Investors Management Corp | 246,115 | $34.7M | 1.10% | −5,901−2.3% | Reduced |
| Bollard Group LLC | 245,883 | $34.6M | 0.79% | +26,543+12.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 244,984 | $34.5M | 0.28% | +93,000+61.2% | Added |
| Advisor Group Holdings, Inc. | 258,225 | $34.3M | 0.06% | +93,961+57.2% | Added |
| Keybank National Association | 241,886 | $34.1M | 0.13% | −4,549−1.8% | Reduced |
| IFM Investors Pty Ltd | 237,435 | $33.4M | 0.32% | +11,098+4.9% | Added |
| Cerity Partners LLC | 237,331 | $33.4M | 0.06% | +7,022+3.0% | Added |
| Maple Capital Management, Inc. | 236,161 | $33.3M | 2.28% | −12,730−5.1% | Reduced |
| Amalgamated Bank | 235,470 | $33.2M | 0.26% | −1,558−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 234,951 | $33.1M | 0.33% | +13,987+6.3% | Added |
| Colony Group, LLC | 232,883 | $32.8M | 0.07% | +62,533+36.7% | Added |
| Mn Services Vermogensbeheer B.V. | 231,700 | $32.6M | 0.23% | −1,800−0.8% | Reduced |
| Boston Common Asset Management, LLC | 226,009 | $31.8M | 0.89% | −2,363−1.0% | Reduced |
| Pinebridge Investments, L.P. | 219,440 | $30.9M | 0.25% | −426,030−66.0% | Reduced |
| Gabelli Funds LLC | 219,437 | $30.9M | 0.22% | −25,032−10.2% | Reduced |
| Cetera Investment Advisers | 221,331 | $30.8M | 0.05% | +14,107+6.8% | Added |
| ExodusPoint Capital Management, LP | 218,280 | $30.7M | 0.37% | +218,280 | New |
| TD Waterhouse Canada Inc. | 217,039 | $30.6M | 0.22% | −28,728−11.7% | Reduced |
| Freestone Grove Partners LP | 215,430 | $30.3M | 0.23% | +215,430 | New |
| Bailard, Inc. | 213,830 | $30.1M | 0.70% | −495−0.2% | Reduced |
| Chilton Investment Co LLC | 212,113 | $29.9M | 0.66% | −48,239−18.5% | Reduced |
| Capital International Inc | 210,453 | $29.6M | 0.29% | +59,241+39.2% | Added |
| Pacific Heights Asset Management LLC | 210,000 | $29.6M | 1.58% | +25,000+13.5% | Added |
| Fukoku Mutual Life Insurance Co | 209,554 | $29.5M | 1.88% | −694−0.3% | Reduced |
| First Manhattan Co | 206,573 | $29.1M | 0.08% | +20,922+11.3% | Added |
| Harvest Portfolios Group Inc. | 204,014 | $28.7M | 0.67% | +14,060+7.4% | Added |
| USS Investment Management Ltd | 203,469 | $28.6M | 0.18% | +1,389+0.7% | Added |
| Camden Capital, LLC | 203,261 | $28.6M | 2.69% | +650.0% | Added |
| Scotia Capital Inc. | 200,761 | $28.3M | 0.13% | +74,143+58.6% | Added |
| Sequoia Financial Advisors, LLC | 200,218 | $28.2M | 0.19% | +12,425+6.6% | Added |
| AQR Capital Management LLC | 198,741 | $28.0M | 0.02% | −60,842−23.4% | Reduced |
| Hallmark Capital Management Inc | 198,396 | $27.9M | 2.01% | −4,050−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 197,871 | $27.9M | 0.39% | +1,350+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 197,574 | $27.8M | 4.48% | −747−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 195,849 | $27.6M | 0.45% | −35,522−15.4% | Reduced |
| LVM Capital Management Ltd | 195,366 | $27.5M | 2.85% | −1,807−0.9% | Reduced |
| CIBC Asset Management Inc | 194,961 | $27.5M | 0.09% | −26,684−12.0% | Reduced |
| Hosking Partners LLP | 191,936 | $27.0M | 1.08% | −1,302−0.7% | Reduced |
| Susquehanna International Group, LLP | 191,926 | $27.0M | 0.04% | −526,495−73.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 191,333 | $27.0M | 0.25% | +36,800+23.8% | Added |
| Payden & Rygel | 190,700 | $26.9M | 2.22% | +1,700+0.9% | Added |
| British Columbia Investment Management Corp | 190,581 | $26.8M | 0.16% | −40,494−17.5% | Reduced |
| Utah Retirement Systems | 189,258 | $26.7M | 0.28% | −614−0.3% | Reduced |
| Daiwa Securities Group Inc. | 187,020 | $26.3M | 0.10% | +9,714+5.5% | Added |
| NorthCrest Asset Manangement, LLC | 182,570 | $26.3M | 0.71% | +182+0.1% | Added |
| New York Life Investment Management LLC | 184,747 | $26.0M | 0.24% | +1,985+1.1% | Added |
| JustInvest LLC | 184,436 | $26.0M | 0.29% | +44,161+31.5% | Added |
| Ethic Inc. | 184,382 | $25.9M | 0.46% | +15,414+9.1% | Added |
| TCG Advisory Services, LLC | 182,319 | $25.7M | 0.90% | +6,668+3.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 181,692 | $25.6M | 0.30% | −666−0.4% | Reduced |
| Diamond Hill Capital Management Inc | 181,422 | $25.6M | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 180,026 | $25.4M | 0.10% | +2,827+1.6% | Added |
| Mercer Global Advisors Inc | 179,023 | $25.2M | 0.06% | +5,168+3.0% | Added |
| Xponance, Inc. | 178,934 | $25.2M | 0.21% | +20.0% | Added |
| Fred Alger Management, LLC | 176,323 | $24.8M | 0.11% | +17,999+11.4% | Added |
| Picton Mahoney Asset Management | 175,628 | $24.7M | 0.35% | +175,628 | New |
| Police & Firemen's Retirement System of New Jersey | 175,529 | $24.7M | 0.23% | +8,179+4.9% | Added |
| Varma Mutual Pension Insurance Co | 175,112 | $24.7M | 0.18% | −8,900−4.8% | Reduced |
| Capital Group Private Client Services, Inc. | 174,626 | $24.6M | 0.21% | −4,787−2.7% | Reduced |
| Umb Bank N A | 173,054 | $24.4M | 0.38% | −6,511−3.6% | Reduced |
| Connors Investor Services Inc | 172,437 | $24.3M | 2.15% | −45,326−20.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,732 | $24.2M | 0.22% | +5,900+3.6% | Added |