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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 55,968 | $7.71M | 0.11% | +12,721+29.4% | Added |
| Parallel Advisors, LLC | 54,685 | $7.70M | 0.15% | +1,092+2.0% | Added |
| Strategic Planning Group, LLC | 54,032 | $7.61M | 1.24% | +54,032 | New |
| Barometer Capital Management Inc. | 53,977 | $7.55M | 2.09% | +53,977 | New |
| Aureus Asset Management, LLC | 53,247 | $7.50M | 0.48% | +40+0.1% | Added |
| Old Second National Bank of Aurora | 53,112 | $7.48M | 1.63% | −662−1.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 52,972 | $7.46M | 1.86% | −5,058−8.7% | Reduced |
| Capital International Sarl | 52,837 | $7.44M | 0.14% | +3,150+6.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 52,820 | $7.44M | 0.38% | +2,923+5.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 52,228 | $7.36M | 1.92% | −190−0.4% | Reduced |
| RSM US Wealth Management LLC | 51,155 | $7.21M | 0.10% | +3,435+7.2% | Added |
| NatWest Group plc | 50,326 | $7.09M | 2.10% | +91+0.2% | Added |
| E. Ohman J:or Asset Management AB | 50,168 | $7.07M | 0.18% | −3,278−6.1% | Reduced |
| Walleye Capital LLC | 50,062 | $7.05M | 0.07% | −69,974−58.3% | Reduced |
| UBS Oconnor LLC | 50,000 | $7.04M | 0.19% | +50,000 | New |
| Verition Fund Management LLC | 49,803 | $7.02M | 0.04% | +29,925+150.5% | Added |
| Ameritas Investment Partners, Inc. | 49,736 | $7.00M | 0.22% | +446+0.9% | Added |
| Elk River Wealth Management, LLC | 49,662 | $7.00M | 1.20% | −541−1.1% | Reduced |
| Xcel Wealth Management, LLC | 49,570 | $6.98M | 1.99% | −405−0.8% | Reduced |
| Glenview Trust Co | 49,570 | $6.98M | 0.12% | +1,105+2.3% | Added |
| Consolidated Investment Group LLC | 49,215 | $6.93M | 0.93% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49,081 | $6.91M | 0.01% | +5,909+13.7% | Added |
| Covea Finance | 48,500 | $6.83M | 0.25% | +19,700+68.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 48,383 | $6.82M | 0.57% | +1,277+2.7% | Added |
| Joel Isaacson & Co., LLC | 48,383 | $6.82M | 0.28% | −115−0.2% | Reduced |
| First National Trust Co | 48,269 | $6.80M | 0.25% | +1,278+2.7% | Added |
| Pinnacle Financial Partners Inc | 48,233 | $6.79M | 0.14% | +23,576+95.6% | Added |
| Hennessy Advisors Inc | 47,200 | $6.65M | 0.22% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 47,000 | $6.62M | 1.22% | +3,900+9.0% | Added |
| Worm Capital, LLC | 46,858 | $6.60M | 5.82% | −8,566−15.5% | Reduced |
| Summit Financial, LLC | 46,531 | $6.55M | 0.15% | −1,233−2.6% | Reduced |
| Bradyco, Inc. | 45,328 | $6.38M | 4.68% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $6.36M | 0.33% | +434+1.0% | Added |
| Empirical Finance, LLC | 45,122 | $6.36M | 0.33% | +275+0.6% | Added |
| Vise Technologies, Inc. | 44,949 | $6.33M | 0.26% | +44,949 | New |
| Trajan Wealth LLC | 44,798 | $6.31M | 0.31% | −589−1.3% | Reduced |
| Linscomb & Williams, Inc. | 44,785 | $6.31M | 0.29% | +219+0.5% | Added |
| Toroso Investments, LLC | 44,784 | $6.31M | 0.04% | −1,795−3.9% | Reduced |
| ABN AMRO Bank N.V. | 44,329 | $6.28M | 0.08% | +1,436+3.3% | Added |
| Westpac Banking Corp | 44,525 | $6.27M | 0.42% | −1,785−3.9% | Reduced |
| EP Wealth Advisors, LLC | 44,360 | $6.25M | 0.04% | +11,087+33.3% | Added |
| Torray LLC | 44,071 | $6.21M | 0.90% | −1,242−2.7% | Reduced |
| Investment Management Corp of Ontario | 43,742 | $6.16M | 0.09% | −4,500−9.3% | Reduced |
| Occidental Asset Management, LLC | 42,760 | $6.02M | 0.83% | +574+1.4% | Added |
| SkyOak Wealth, LLC | 42,627 | $6.00M | 1.21% | +60.0% | Added |
| Andra AP-fonden | 42,311 | $5.96M | 0.08% | +7,600+21.9% | Added |
| Point72 Asset Management, L.P. | 42,168 | $5.94M | 0.01% | +42,168 | New |
| SevenBridge Financial Group, LLC | 40,006 | $5.89M | 1.04% | +2,161+5.7% | Added |
| Hamilton Capital Partners Inc. | 41,548 | $5.85M | 0.30% | +3,603+9.5% | Added |
| United Capital Financial Advisers, LLC | 41,546 | $5.85M | 0.05% | −222−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 41,400 | $5.83M | 0.11% | +2,625+6.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,270 | $5.81M | 1.09% | −606−1.4% | Reduced |
| HighPoint Advisor Group LLC | 41,060 | $5.78M | 0.31% | −80.0% | Reduced |
| Jefferies Financial Group Inc. | 40,623 | $5.72M | 0.09% | −7,519−15.6% | Reduced |
| Cullinan Associates Inc | 40,472 | $5.70M | 0.38% | +3,420+9.2% | Added |
| Union Bancaire Privee, UBP SA | 46,295 | $5.70M | 0.09% | +1,014+2.2% | Added |
| Cary Street Partners Financial LLC | 40,195 | $5.66M | 0.16% | +15,142+60.4% | Added |
| City Holding Co | 39,945 | $5.63M | 0.74% | +1,555+4.1% | Added |
| Independent Advisor Alliance | 39,935 | $5.63M | 0.16% | −2,493−5.9% | Reduced |
| Core Alternative Capital | 39,590 | $5.58M | 1.53% | −1,773−4.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,407 | $5.55M | 0.09% | +51+0.1% | Added |
| Vident Advisory, LLC | 39,270 | $5.53M | 0.06% | −17,387−30.7% | Reduced |
| Cito Capital Group, LLC | 39,155 | $5.51M | 1.92% | +3,300+9.2% | Added |
| Stock Yards Bank & Trust Co | 39,108 | $5.51M | 0.18% | +1,111+2.9% | Added |
| Allworth Financial LP | 38,998 | $5.49M | 0.03% | +9,917+34.1% | Added |
| Principal Securities, Inc. | 38,800 | $5.47M | 0.10% | +12,472+47.4% | Added |
| Tokio Marine Asset Management Co Ltd | 38,797 | $5.46M | 0.21% | +1,882+5.1% | Added |
| Brentview Investment Management LLC | 38,463 | $5.42M | 2.74% | −703−1.8% | Reduced |
| Mayflower Financial Advisors, LLC | 38,316 | $5.40M | 0.75% | +78+0.2% | Added |
| Amica Mutual Insurance Co | 38,295 | $5.39M | 0.52% | −4,529−10.6% | Reduced |
| TD Private Client Wealth LLC | 38,145 | $5.37M | 0.13% | +2,516+7.1% | Added |
| Simon Quick Advisors, LLC | 38,032 | $5.36M | 0.27% | −8,288−17.9% | Reduced |
| Quadrant Capital Group LLC | 37,801 | $5.32M | 0.19% | +7,696+25.6% | Added |
| Frank, Rimerman Advisors LLC | 37,786 | $5.32M | 0.36% | −200−0.5% | Reduced |
| V-Square Quantitative Management LLC | 37,784 | $5.32M | 0.71% | −192−0.5% | Reduced |
| Cypress Financial Planning LLC | 37,713 | $5.31M | 1.75% | −1,738−4.4% | Reduced |
| Wetherby Asset Management Inc | 37,613 | $5.30M | 0.24% | +37,613 | New |
| Van Eck Associates Corp | 37,261 | $5.25M | 0.01% | +1,004+2.8% | Added |
| Siemens Fonds Invest GmbH | 37,208 | $5.24M | 0.31% | +2,833+8.2% | Added |
| Clearstead Advisors, LLC | 37,070 | $5.22M | 0.07% | +3,378+10.0% | Added |
| Highland Capital Management, LLC | 36,370 | $5.12M | 0.28% | −10,022−21.6% | Reduced |
| StoneX Group Inc. | 36,280 | $5.11M | 0.25% | +424+1.2% | Added |
| S&CO Inc | 36,152 | $5.09M | 0.33% | −195−0.5% | Reduced |
| Hoey Investments, Inc | 36,065 | $5.08M | 0.76% | +8,814+32.3% | Added |
| Sandy Cove Advisors, LLC | 36,023 | $5.07M | 1.83% | +33+0.1% | Added |
| Canada Post Corp Registered Pension Plan | 36,013 | $5.07M | 0.30% | +36,013 | New |
| Inspire Trust Co, N.A. | 36,000 | $5.07M | 1.05% | +3,000+9.1% | Added |
| Capital Investment Counsel, LLC | 35,836 | $5.05M | 0.78% | +384+1.1% | Added |
| Winton Group Ltd | 35,750 | $5.04M | 0.26% | +5,281+17.3% | Added |
| Savant Capital, LLC | 35,487 | $5.00M | 0.04% | +4,416+14.2% | Added |
| Sterling Capital Management LLC | 35,447 | $4.99M | 0.07% | −1,509−4.1% | Reduced |
| Northwest Bancshares, Inc. | 35,323 | $4.98M | 0.87% | +247+0.7% | Added |
| Congress Wealth Management LLC | 35,125 | $4.95M | 0.05% | +5,609+19.0% | Added |
| NBC Securities, Inc. | 35,113 | $4.95M | 0.40% | +1,356+4.0% | Added |
| Carret Asset Management, LLC | 34,914 | $4.92M | 0.53% | −70−0.2% | Reduced |
| Financial Advisory Partners, LLC | 34,865 | $4.91M | 1.54% | −1,414−3.9% | Reduced |
| KMG Fiduciary Partners, LLC | 34,756 | $4.90M | 0.36% | +1,683+5.1% | Added |
| Quantbot Technologies LP | 34,651 | $4.88M | 0.13% | +4,097+13.4% | Added |
| Dana Investment Advisors, Inc. | 34,626 | $4.88M | 0.16% | −378−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 34,577 | $4.87M | 0.13% | −4,106−10.6% | Reduced |