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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 92,344 | $13.0M | 0.53% | +8,925+10.7% | Added |
| Kinneret Advisory, LLC | 92,161 | $13.0M | 1.18% | −139−0.2% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $13.0M | 1.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 91,887 | $12.9M | 0.17% | +8,494+10.2% | Added |
| Jupiter Asset Management Ltd | 91,110 | $12.8M | 0.11% | +20,177+28.4% | Added |
| Lowe Brockenbrough & Co Inc | 88,439 | $12.5M | 0.70% | −1,187−1.3% | Reduced |
| F/M Investments LLC | 88,410 | $12.5M | 0.45% | +2,140+2.5% | Added |
| Banque Pictet & Cie SA | 87,342 | $12.3M | 0.13% | −1,899−2.1% | Reduced |
| Atria Investments LLC | 85,837 | $12.1M | 0.14% | −16,908−16.5% | Reduced |
| Brinker Capital Investments, LLC | 85,584 | $12.1M | 0.10% | −834−1.0% | Reduced |
| Allianz SE | 85,567 | $12.1M | 0.28% | −2,430−2.8% | Reduced |
| Mizuho Securities USA LLC | 85,378 | $12.0M | 0.26% | +85,378 | New |
| LMCG Investments, LLC | 85,141 | $12.0M | 0.75% | +3,283+4.0% | Added |
| Earnest Partners LLC | 84,126 | $11.8M | 0.05% | −5,388−6.0% | Reduced |
| Avanza Fonder AB | 82,494 | $11.6M | 0.34% | −11,426−12.2% | Reduced |
| Apollon Wealth Management, LLC | 82,358 | $11.6M | 0.23% | +9,674+13.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 82,345 | $11.6M | 0.11% | +33,660+69.1% | Added |
| McGuire Investment Group, LLC | 81,216 | $11.4M | 1.46% | +1,096+1.4% | Added |
| Massmutual Trust Co FSB | 80,801 | $11.4M | 0.30% | +280+0.3% | Added |
| Leonteq Securities AG | 80,367 | $11.3M | 0.66% | +21,151+35.7% | Added |
| Eagle Capital Management LLC | 79,588 | $11.2M | 0.04% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 79,181 | $11.2M | 1.09% | −52−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 77,943 | $11.0M | 0.50% | +27,100+53.3% | Added |
| Calamos Wealth Management LLC | 77,891 | $11.0M | 0.47% | +2,120+2.8% | Added |
| Advisors Asset Management, Inc. | 77,628 | $10.9M | 0.20% | −6,100−7.3% | Reduced |
| Shelton Capital Management | 77,205 | $10.9M | 0.25% | −44,749−36.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 76,750 | $10.8M | 3.28% | +538+0.7% | Added |
| Geneos Wealth Management Inc. | 76,749 | $10.8M | 0.26% | +27,902+57.1% | Added |
| Castleark Management LLC | 76,510 | $10.8M | 0.32% | +30,610+66.7% | Added |
| Private Advisor Group, LLC | 75,831 | $10.7M | 0.06% | +1,250+1.7% | Added |
| Omers Administration Corp | 75,616 | $10.7M | 0.08% | −100−0.1% | Reduced |
| Edgestream Partners, L.P. | 75,118 | $10.6M | 0.29% | −613−0.8% | Reduced |
| Advocate Group LLC | 74,992 | $10.6M | 1.89% | −1,908−2.5% | Reduced |
| Hartford Investment Management Co | 74,604 | $10.5M | 0.33% | −946−1.3% | Reduced |
| Loomis Sayles & Co L P | 74,588 | $10.5M | 0.01% | +1,251+1.7% | Added |
| D.A. Davidson & Co. | 74,555 | $10.5M | 0.07% | −1,323−1.7% | Reduced |
| Guggenheim Capital LLC | 74,419 | $10.5M | 0.09% | −6,570−8.1% | Reduced |
| Abn Amro Investment Solutions | 74,400 | $10.5M | 0.21% | +2,035+2.8% | Added |
| HB Wealth Management, LLC | 74,318 | $10.5M | 0.08% | +4,026+5.7% | Added |
| Oliver Luxxe Assets LLC | 74,154 | $10.4M | 1.86% | +1,394+1.9% | Added |
| Intech Investment Management LLC | 73,683 | $10.4M | 0.10% | −39,083−34.7% | Reduced |
| Ieq Capital, LLC | 73,632 | $10.4M | 0.06% | −53,177−41.9% | Reduced |
| Kentucky Retirement Systems | 73,511 | $10.4M | 0.30% | −4,817−6.1% | Reduced |
| Intact Investment Management Inc. | 73,400 | $10.3M | 0.35% | −15,100−17.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 73,354 | $10.3M | 0.04% | +413+0.6% | Added |
| DCM Advisors, LLC | 72,965 | $10.3M | 4.41% | +7,108+10.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,883 | $10.3M | 0.08% | +21,137+40.8% | Added |
| Hourglass Capital, LLC | 72,785 | $10.3M | 2.53% | −1,200−1.6% | Reduced |
| Vinva Investment Management Ltd | 71,931 | $10.1M | 0.27% | +34,834+93.9% | Added |
| LGT Group Foundation | 71,760 | $10.1M | 0.13% | +51,823+259.9% | Added |
| Flputnam Investment Management Co | 71,102 | $10.0M | 0.17% | −17,527−19.8% | Reduced |
| Merit Financial Group, LLC | 70,702 | $9.96M | 0.11% | +44,509+169.9% | Added |
| Liontrust Investment Partners LLP | 70,229 | $9.89M | 0.14% | −31,351−30.9% | Reduced |
| Interval Partners, LP | 69,948 | $9.85M | 0.23% | +69,948 | New |
| Alley Investment Management Company, LLC | 69,088 | $9.73M | 1.18% | +6,619+10.6% | Added |
| Thompson Siegel & Walmsley LLC | 68,872 | $9.70M | 0.16% | +25,500+58.8% | Added |
| Coldstream Capital Management Inc | 68,546 | $9.66M | 0.16% | +6,054+9.7% | Added |
| Norinchukin Bank, The | 68,537 | $9.65M | 0.14% | +3,711+5.7% | Added |
| Burns J W & Co Inc | 68,049 | $9.59M | 1.16% | −930−1.3% | Reduced |
| Thrivent Financial for Lutherans | 67,894 | $9.56M | 0.02% | +7,551+12.5% | Added |
| Leuthold Group, LLC | 67,646 | $9.53M | 1.14% | −1,016−1.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 67,364 | $9.49M | 0.89% | −4,066−5.7% | Reduced |
| Hartline Investment Corp | 67,012 | $9.44M | 1.07% | −14,602−17.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 66,936 | $9.43M | 1.03% | −1,523−2.2% | Reduced |
| Montag A & Associates Inc | 66,718 | $9.40M | 0.46% | −1,156−1.7% | Reduced |
| La Banque Postale Asset Management SA | 66,449 | $9.36M | 0.13% | −20,233−23.3% | Reduced |
| Louisiana State Employees Retirement System | 65,200 | $9.18M | 0.17% | −1,300−2.0% | Reduced |
| Albion Financial Group | 65,170 | $9.18M | 0.60% | +487+0.8% | Added |
| Securian Asset Management, Inc | 64,550 | $9.09M | 0.26% | −996−1.5% | Reduced |
| Synovus Financial Corp | 63,968 | $9.01M | 0.11% | +3,695+6.1% | Added |
| Park Avenue Securities LLC | 63,774 | $8.98M | 0.08% | +7,696+13.7% | Added |
| GLOBALT Investments LLC | 63,585 | $8.96M | 0.34% | −4,067−6.0% | Reduced |
| Venture Visionary Partners LLC | 63,373 | $8.93M | 0.34% | +42,404+202.2% | Added |
| Greenwood Capital Associates LLC | 63,152 | $8.90M | 1.11% | −15,959−20.2% | Reduced |
| Iowa State Bank | 63,040 | $8.88M | 1.77% | −1,510−2.3% | Reduced |
| Principal Street Partners, LLC | 62,976 | $8.87M | 0.87% | +6,193+10.9% | Added |
| Gulf International Bank (UK) Ltd | 62,091 | $8.75M | 0.31% | −7,222−10.4% | Reduced |
| Caisse des Depots Et Consignations | 61,036 | $8.60M | 0.36% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 60,767 | $8.56M | 0.01% | +1,468+2.5% | Added |
| Baugh & Associates, LLC | 66,144 | $8.55M | 4.46% | −3,136−4.5% | Reduced |
| Zacks Investment Management | 59,795 | $8.42M | 0.07% | +1,116+1.9% | Added |
| ING Groep NV | 59,744 | $8.42M | 0.05% | +4,241+7.6% | Added |
| Citizens Financial Group Inc | 58,701 | $8.27M | 0.13% | +1,688+3.0% | Added |
| Axxcess Wealth Management, LLC | 58,655 | $8.26M | 0.20% | +29,704+102.6% | Added |
| Cunning Capital Partners, LP | 58,541 | $8.25M | 4.30% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 58,250 | $8.21M | 0.12% | +3,997+7.4% | Added |
| New Mexico Educational Retirement Board | 58,010 | $8.17M | 0.27% | 00.0% | Unchanged |
| FJ Capital Management LLC | 57,696 | $8.13M | 0.86% | +57,696 | New |
| Great Valley Advisor Group, Inc. | 57,657 | $8.12M | 0.18% | +9,508+19.7% | Added |
| Hilltop Holdings Inc. | 57,602 | $8.11M | 0.52% | +6,831+13.5% | Added |
| Integrated Advisors Network LLC | 57,089 | $8.04M | 0.36% | +28,093+96.9% | Added |
| Becker Capital Management Inc | 56,748 | $7.99M | 0.25% | −1,348−2.3% | Reduced |
| Private Wealth Partners, LLC | 56,224 | $7.92M | 0.62% | −5,700−9.2% | Reduced |
| White Pine Investment CO | 56,038 | $7.89M | 1.97% | −1,390−2.4% | Reduced |
| Maryland State Retirement & Pension System | 55,978 | $7.89M | 0.17% | +2,264+4.2% | Added |
| Metis Global Partners, LLC | 55,965 | $7.88M | 0.20% | −4,123−6.9% | Reduced |
| Trifecta Capital Advisors, LLC | 55,778 | $7.86M | 1.31% | +5,506+11.0% | Added |
| Huntington National Bank | 55,455 | $7.81M | 0.05% | +2,192+4.1% | Added |
| Jupiter Wealth Management LLC | 52,825 | $7.81M | 3.94% | +3,807+7.8% | Added |
| Nordwand Advisors, LLC | 54,724 | $7.71M | 1.22% | +54,611+48,328.3% | Added |