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 |
|---|---|---|---|---|---|
| Glass Wealth Management Co LLC | 24,336 | $3.43M | 1.83% | +120+0.5% | Added |
| MainStreet Investment Advisors LLC | 23,886 | $3.36M | 0.47% | −707−2.9% | Reduced |
| Canandaigua National Bank & Trust Co | 23,768 | $3.35M | 0.31% | −3,078−11.5% | Reduced |
| Concord Asset Management, LLC | 23,690 | $3.34M | 0.50% | −742−3.0% | Reduced |
| Concord Wealth Partners | 23,690 | $3.34M | 0.49% | +2,555+12.1% | Added |
| Global Retirement Partners, LLC | 23,649 | $3.33M | 0.08% | +23,649 | New |
| Arcus Capital Partners, LLC | 23,580 | $3.32M | 1.44% | +42+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 23,570 | $3.32M | 0.05% | +12,672+116.3% | Added |
| Summit Trail Advisors, LLC | 23,567 | $3.32M | 0.06% | +23,567 | New |
| MASTERINVEST Kapitalanlage GmbH | 23,247 | $3.27M | 0.34% | +23,247 | New |
| Capital Investment Advisors, LLC | 23,164 | $3.26M | 0.06% | +43+0.2% | Added |
| Lipe & Dalton | 23,127 | $3.26M | 1.76% | +20.0% | Added |
| Graphene Investments SAS | 23,000 | $3.24M | 2.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 22,998 | $3.24M | 0.15% | +1,419+6.6% | Added |
| Alaethes Wealth LLC | 22,996 | $3.24M | 0.97% | +274+1.2% | Added |
| J.W. Cole Advisors, Inc. | 22,996 | $3.24M | 0.07% | +10,903+90.2% | Added |
| Stratos Wealth Partners, LTD. | 22,931 | $3.23M | 0.04% | −194−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 22,608 | $3.18M | 0.25% | −112−0.5% | Reduced |
| Brookstone Capital Management | 22,591 | $3.18M | 0.04% | +1,488+7.1% | Added |
| True North Advisors, LLC | 22,371 | $3.15M | 0.60% | −2,052−8.4% | Reduced |
| Am Investment Strategies LLC | 22,069 | $3.11M | 0.73% | +137+0.6% | Added |
| Brown Brothers Harriman & Co | 21,943 | $3.09M | 0.02% | +3,820+21.1% | Added |
| TCTC Holdings, LLC | 21,812 | $3.07M | 0.10% | −50−0.2% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $3.07M | 0.10% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 21,772 | $3.07M | 0.02% | −419,684−95.1% | Reduced |
| IFG Advisory, LLC | 21,767 | $3.07M | 0.15% | −692−3.1% | Reduced |
| William B. Walkup & Associates, Inc. | 21,665 | $3.05M | 1.80% | −87−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 21,640 | $3.05M | 0.25% | +21,640 | New |
| Asio Capital, LLC | 21,395 | $3.01M | 0.50% | +240+1.1% | Added |
| Smith, Salley & Associates | 21,370 | $3.01M | 0.17% | −306−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 21,328 | $3.00M | 0.03% | −66,264−75.7% | Reduced |
| Sowell Financial Services LLC | 21,235 | $2.99M | 0.12% | −1,088−4.9% | Reduced |
| River Street Advisors LLC | 21,161 | $2.98M | 1.28% | +776+3.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,137 | $2.98M | 0.03% | −342−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 21,076 | $2.97M | 0.07% | +1,460+7.4% | Added |
| McKinley Carter Wealth Services, Inc. | 21,056 | $2.97M | 0.16% | +2,623+14.2% | Added |
| NorthRock Partners, LLC | 20,990 | $2.96M | 0.08% | +1,204+6.1% | Added |
| GM Advisory Group, Inc. | 20,847 | $2.94M | 0.15% | +18,962+1,005.9% | Added |
| Sumitomo Life Insurance Co | 20,803 | $2.93M | 0.20% | −1,294−5.9% | Reduced |
| Moloney Securities Asset Management, LLC | 20,795 | $2.93M | 0.36% | +224+1.1% | Added |
| We Are One Seven, LLC | 20,794 | $2.93M | 0.09% | +1,361+7.0% | Added |
| Paradigm Asset Management Co LLC | 20,700 | $2.92M | 0.72% | −2,500−10.8% | Reduced |
| Hurley Capital, LLC | 20,672 | $2.91M | 2.04% | 00.0% | Unchanged |
| Regions Financial Corp | 20,636 | $2.91M | 0.02% | −397−1.9% | Reduced |
| Arkadios Wealth Advisors | 20,593 | $2.90M | 0.09% | +11,026+115.3% | Added |
| KCM Investment Advisors LLC | 20,553 | $2.90M | 0.10% | −1,976−8.8% | Reduced |
| Fundamentun, LLC | 20,452 | $2.88M | 0.13% | +1,050+5.4% | Added |
| Werlinich Asset Management, LLC | 20,070 | $2.83M | 1.54% | −700−3.4% | Reduced |
| Cacti Asset Management LLC | 20,000 | $2.81M | 0.21% | −1,500−7.0% | Reduced |
| Pitcairn Co | 19,957 | $2.81M | 0.18% | −2,858−12.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 19,888 | $2.80M | 0.92% | −166−0.8% | Reduced |
| Baldwin Investment Management, LLC | 19,867 | $2.80M | 0.34% | −206−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,736 | $2.78M | 0.06% | +3,766+23.6% | Added |
| Avestar Capital, LLC | 19,712 | $2.78M | 0.20% | +2,665+15.6% | Added |
| Caldwell Trust Co | 19,593 | $2.76M | 0.28% | −245−1.2% | Reduced |
| Atomi Financial Group, Inc. | 19,544 | $2.75M | 0.10% | +4,314+28.3% | Added |
| Sagespring Wealth Partners, LLC | 19,511 | $2.75M | 0.06% | +3,502+21.9% | Added |
| Triglav Skladi, D.O.O. | 19,512 | $2.75M | 0.20% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 19,357 | $2.73M | 2.15% | +19,357 | New |
| King Luther Capital Management Corp | 19,356 | $2.73M | 0.01% | +1,827+10.4% | Added |
| Harvest Investment Advisors, LLC | 19,329 | $2.72M | 1.75% | −255−1.3% | Reduced |
| Wakefield Asset Management LLLP | 19,146 | $2.70M | 0.75% | −236−1.2% | Reduced |
| Hudson Canyon Capital Management | 18,999 | $2.68M | 1.66% | +20+0.1% | Added |
| Hunter Associates Investment Management LLC | 18,971 | $2.67M | 0.40% | −6,504−25.5% | Reduced |
| Covenant Asset Management, LLC | 18,890 | $2.66M | 0.55% | −22,519−54.4% | Reduced |
| Capital Investment Counsel, Inc | 18,851 | $2.66M | 0.35% | −257−1.3% | Reduced |
| D L Carlson Investment Group Inc | 18,837 | $2.65M | 0.48% | −2,627−12.2% | Reduced |
| Valeo Financial Advisors, LLC | 18,588 | $2.62M | 0.06% | +1,696+10.0% | Added |
| Fulcrum Asset Management LLP | 18,564 | $2.61M | 0.75% | +18,564 | New |
| Acropolis Investment Management, LLC | 18,560 | $2.61M | 0.14% | +80.0% | Added |
| AE Wealth Management LLC | 18,560 | $2.61M | 0.02% | +4,624+33.2% | Added |
| Choate Investment Advisors | 18,517 | $2.61M | 0.06% | +7,522+68.4% | Added |
| JPL Wealth Management, LLC | 18,384 | $2.59M | 0.70% | +376+2.1% | Added |
| Texas Yale Capital Corp. | 18,380 | $2.59M | 0.08% | +150+0.8% | Added |
| Whittier Trust Co | 18,305 | $2.58M | 0.03% | +755+4.3% | Added |
| Miracle Mile Advisors, LLC | 18,287 | $2.58M | 0.04% | +1,663+10.0% | Added |
| Polymer Capital Management (US) LLC | 18,267 | $2.57M | 0.42% | +11,537+171.4% | Added |
| Talon Private Wealth, LLC | 18,249 | $2.57M | 0.35% | +1,557+9.3% | Added |
| Syon Capital LLC | 18,205 | $2.56M | 0.17% | +1,344+8.0% | Added |
| TownSquare Capital, LLC | 18,186 | $2.56M | 0.25% | −70,601−79.5% | Reduced |
| Granite Group Advisors, LLC | 18,180 | $2.56M | 1.54% | +1,975+12.2% | Added |
| PFG Investments, LLC | 18,109 | $2.55M | 0.15% | −1,236−6.4% | Reduced |
| Abbot Financial Management, Inc. | 18,075 | $2.55M | 1.17% | 00.0% | Unchanged |
| Shaker Investments LLC | 18,048 | $2.54M | 1.04% | −910−4.8% | Reduced |
| Hall Laurie J Trustee | 18,000 | $2.54M | 0.84% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 17,975 | $2.53M | 0.19% | +583+3.4% | Added |
| Intrust Bank NA | 17,945 | $2.53M | 0.22% | +215+1.2% | Added |
| Strategic Advisors LLC | 17,875 | $2.52M | 0.50% | +227+1.3% | Added |
| Insight Inv LLC | 17,674 | $2.49M | 1.67% | −704−3.8% | Reduced |
| Oak Asset Management, LLC | 17,578 | $2.48M | 0.89% | +10+0.1% | Added |
| Schear Investment Advisers, LLC | 17,460 | $2.46M | 1.22% | +964+5.8% | Added |
| NewEdge Wealth, LLC | 17,452 | $2.46M | 0.04% | −1,283−6.8% | Reduced |
| Freedom Day Solutions, LLC | 17,444 | $2.46M | 0.73% | −265−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,405 | $2.45M | 0.03% | +982+6.0% | Added |
| BOK Financial Private Wealth, Inc. | 17,379 | $2.45M | 0.16% | −1,128−6.1% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $2.44M | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,254 | $2.43M | 0.17% | +12,363+252.8% | Added |
| Ironwood Investment Counsel, LLC | 17,185 | $2.42M | 0.37% | +56+0.3% | Added |
| CBOE Vest Financial, LLC | 17,152 | $2.42M | 0.03% | +4,835+39.3% | Added |
| Institute for Wealth Management, LLC. | 17,105 | $2.41M | 0.27% | −29−0.2% | Reduced |