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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 34,450 | $4.85M | 0.24% | −337−1.0% | Reduced |
| New Age Alpha Advisors, LLC | 34,346 | $4.84M | 0.21% | −5,654−14.1% | Reduced |
| First National Bank of Omaha | 34,293 | $4.83M | 0.31% | −878−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 34,206 | $4.82M | 0.20% | +4,102+13.6% | Added |
| Marvin & Palmer Associates Inc | 33,991 | $4.79M | 4.11% | +9,894+41.1% | Added |
| Logan Capital Management Inc | 33,973 | $4.79M | 0.22% | −36−0.1% | Reduced |
| Scholtz & Company, LLC | 33,960 | $4.78M | 2.10% | +27,845+455.4% | Added |
| Morangie Management LLC | 33,906 | $4.78M | 4.14% | +8,185+31.8% | Added |
| Truvestments Capital LLC | 33,813 | $4.76M | 0.95% | +359+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 33,776 | $4.76M | 0.06% | −7,715−18.6% | Reduced |
| Brasada Capital Management, LP | 32,985 | $4.75M | 0.81% | +551+1.7% | Added |
| Compagnie Lombard Odier SCmA | 33,750 | $4.75M | 0.06% | −800−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 33,749 | $4.75M | 0.15% | +903+2.7% | Added |
| Adell Harriman & Carpenter Inc | 33,304 | $4.69M | 0.31% | −4,537−12.0% | Reduced |
| Ritholtz Wealth Management | 33,170 | $4.67M | 0.10% | +3,419+11.5% | Added |
| SRS Capital Advisors, Inc. | 31,838 | $4.67M | 0.22% | +2,375+8.1% | Added |
| Gotham Asset Management, LLC | 33,051 | $4.66M | 0.03% | +2,721+9.0% | Added |
| South State Corp. | 32,942 | $4.64M | 0.20% | +3,031+10.1% | Added |
| K.J. Harrison & Partners Inc | 32,909 | $4.64M | 0.77% | −5,991−15.4% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $4.62M | 1.61% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 32,860 | $4.61M | 0.35% | +145+0.4% | Added |
| Sigma Planning Corp | 32,690 | $4.60M | 0.14% | +286+0.9% | Added |
| Hohimer Wealth Management, LLC | 32,672 | $4.60M | 0.82% | −1,238−3.7% | Reduced |
| Lincluden Management Ltd | 32,386 | $4.56M | 0.50% | −4,355−11.9% | Reduced |
| Americana Partners, LLC | 32,323 | $4.55M | 0.16% | +3,681+12.9% | Added |
| Everence Capital Management Inc | 32,291 | $4.55M | 0.29% | 00.0% | Unchanged |
| Abc Arbitrage SA | 32,046 | $4.51M | 0.52% | +32,046 | New |
| Pinnacle Wealth Management Group, Inc. | 31,927 | $4.50M | 2.58% | −167−0.5% | Reduced |
| First National Advisers, LLC | 31,825 | $4.48M | 0.66% | +476+1.5% | Added |
| Mattson Financial Services, LLC | 31,443 | $4.43M | 1.19% | −276−0.9% | Reduced |
| Equitable Holdings, Inc. | 31,442 | $4.43M | 0.04% | +2,562+8.9% | Added |
| Perigon Wealth Management, LLC | 31,401 | $4.42M | 0.10% | +673+2.2% | Added |
| Zions Bancorporation, National Association | 31,364 | $4.42M | 0.24% | −134−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,200 | $4.39M | 0.30% | −2,162−6.5% | Reduced |
| Sculati Wealth Management, LLC | 31,172 | $4.39M | 1.65% | −564−1.8% | Reduced |
| Central Trust Co | 31,061 | $4.38M | 0.10% | −613−1.9% | Reduced |
| Forum Financial Management, LP | 31,040 | $4.37M | 0.07% | −3,215−9.4% | Reduced |
| Patten & Patten Inc | 30,636 | $4.32M | 0.28% | −4,617−13.1% | Reduced |
| Moody National Bank Trust Division | 30,624 | $4.31M | 0.39% | −616−2.0% | Reduced |
| Advisory Services Network, LLC | 30,170 | $4.30M | 0.07% | −24−0.1% | Reduced |
| Bleakley Financial Group, LLC | 30,443 | $4.29M | 0.11% | +1,593+5.5% | Added |
| Salem Investment Counselors Inc | 30,284 | $4.27M | 0.14% | −35−0.1% | Reduced |
| Skopos Labs, Inc. | 30,093 | $4.24M | 0.56% | +5,291+21.3% | Added |
| Gifford Fong Associates | 30,000 | $4.23M | 0.97% | 00.0% | Unchanged |
| Davenport & Co LLC | 29,991 | $4.22M | 0.02% | +4,659+18.4% | Added |
| Stenger Family Office, LLC | 28,970 | $4.20M | 1.10% | +28,970 | New |
| HCR Wealth Advisors | 29,680 | $4.18M | 0.49% | +44+0.1% | Added |
| Fidelis Capital Partners, LLC | 29,481 | $4.17M | 0.38% | +907+3.2% | Added |
| Diversified Trust Co | 29,443 | $4.15M | 0.09% | +145+0.5% | Added |
| Capital International Ltd | 29,423 | $4.14M | 0.16% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 29,369 | $4.14M | 0.07% | +354+1.2% | Added |
| Stephens Inc | 29,062 | $4.09M | 0.06% | −226−0.8% | Reduced |
| Cresset Asset Management, LLC | 28,731 | $4.05M | 0.02% | −12,942−31.1% | Reduced |
| Greenleaf Trust | 28,715 | $4.04M | 0.04% | −2,520−8.1% | Reduced |
| Fulton Bank, N.A. | 28,614 | $4.03M | 0.15% | −1,334−4.5% | Reduced |
| Callan Family Office, LLC | 28,599 | $4.03M | 0.13% | +15,827+123.9% | Added |
| AustralianSuper Pty Ltd | 28,480 | $4.01M | 0.02% | −17,118−37.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,400 | $4.00M | 0.33% | 00.0% | Unchanged |
| Horizon Investments, LLC | 28,531 | $3.99M | 0.06% | +3,055+12.0% | Added |
| GAMMA Investing LLC | 28,321 | $3.99M | 0.25% | +4,743+20.1% | Added |
| Alerus Financial NA | 28,068 | $3.95M | 0.28% | −30−0.1% | Reduced |
| Trilogy Capital Inc. | 27,991 | $3.94M | 0.19% | +909+3.4% | Added |
| Integrated Wealth Concepts LLC | 27,389 | $3.86M | 0.04% | −3,354−10.9% | Reduced |
| Hodges Capital Management Inc. | 27,363 | $3.85M | 0.37% | −69−0.3% | Reduced |
| Meyer Handelman Co | 27,338 | $3.85M | 0.13% | −230−0.8% | Reduced |
| Mirabaud & Cie SA | 27,332 | $3.85M | 1.23% | −21,885−44.5% | Reduced |
| Voleon Capital Management LP | 27,300 | $3.85M | 0.21% | −47,259−63.4% | Reduced |
| Meeder Advisory Services, Inc. | 27,001 | $3.80M | 0.20% | +1,743+6.9% | Added |
| National Asset Management, Inc. | 26,977 | $3.80M | 0.18% | −3,361−11.1% | Reduced |
| Signaturefd, LLC | 26,960 | $3.80M | 0.06% | +1,134+4.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $3.77M | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 26,581 | $3.74M | 0.28% | +2,242+9.2% | Added |
| Centiva Capital, LP | 26,450 | $3.73M | 0.25% | +20,197+323.0% | Added |
| Dimension Capital Management LLC | 26,270 | $3.70M | 0.58% | 00.0% | Unchanged |
| Next Level Private LLC | 26,254 | $3.70M | 1.20% | +60.0% | Added |
| Benjamin Edwards Inc | 26,110 | $3.68M | 0.05% | +730+2.9% | Added |
| Community Trust & Investment Co | 25,954 | $3.66M | 0.21% | −5,918−18.6% | Reduced |
| Palisade Asset Management, LLC | 25,858 | $3.64M | 0.36% | +170+0.7% | Added |
| Infrastructure Capital Advisors, LLC | 25,621 | $3.61M | 0.44% | −3,643−12.4% | Reduced |
| Change Path, LLC | 25,366 | $3.57M | 0.09% | −112−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 25,124 | $3.54M | 0.04% | +2,142+9.3% | Added |
| Culbertson A N & Co Inc | 25,123 | $3.54M | 0.54% | −671−2.6% | Reduced |
| Prospera Financial Services Inc | 25,087 | $3.53M | 0.07% | +10,214+68.7% | Added |
| Meridian Wealth Management, LLC | 25,064 | $3.53M | 0.15% | +1,195+5.0% | Added |
| Trust Co of Toledo NA | 25,058 | $3.53M | 0.39% | +403+1.6% | Added |
| Vestcor Inc | 25,019 | $3.52M | 0.11% | +1,655+7.1% | Added |
| Franklin Street Advisors Inc | 25,000 | $3.52M | 0.22% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 24,889 | $3.51M | 0.05% | −451−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 24,871 | $3.50M | 0.15% | −232−0.9% | Reduced |
| Jump Financial, LLC | 24,867 | $3.50M | 0.04% | +24,867 | New |
| Stolper Co | 24,780 | $3.49M | 1.15% | +172+0.7% | Added |
| Steel Peak Wealth Management LLC | 24,667 | $3.47M | 0.14% | −36,450−59.6% | Reduced |
| Griffin Asset Management, Inc. | 24,623 | $3.47M | 0.41% | +210+0.9% | Added |
| Wealthspire Advisors, LLC | 24,547 | $3.46M | 0.02% | −946−3.7% | Reduced |
| J. Safra Sarasin Holding AG | 24,501 | $3.45M | 0.06% | −5,681−18.8% | Reduced |
| Capital Asset Advisory Services LLC | 24,460 | $3.45M | 0.16% | +1,952+8.7% | Added |
| Burney Co | 24,495 | $3.45M | 0.12% | −21,447−46.7% | Reduced |
| Transcend Wealth Collective, LLC | 24,441 | $3.44M | 0.27% | +354+1.5% | Added |
| Northeast Investment Management | 24,401 | $3.44M | 0.15% | −181−0.7% | Reduced |
| Rossmore Private Capital | 24,369 | $3.43M | 0.40% | +11,532+89.8% | Added |