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 |
|---|---|---|---|---|---|
| Brown Financial Advisors | 17,062 | $2.40M | 0.94% | −1,172−6.4% | Reduced |
| Bradley Foster & Sargent Inc | 17,061 | $2.40M | 0.04% | −86−0.5% | Reduced |
| Altman Advisors, Inc. | 17,023 | $2.40M | 0.98% | +179+1.1% | Added |
| Farther Finance Advisors, LLC | 17,002 | $2.39M | 0.05% | +5,090+42.7% | Added |
| Atria Wealth Solutions, Inc. | 16,958 | $2.39M | 0.05% | −25,695−60.2% | Reduced |
| Arrow Financial Corp | 16,962 | $2.39M | 0.25% | −296−1.7% | Reduced |
| Mach-1 Financial Group, Inc. | 16,962 | $2.39M | 0.70% | −7,350−30.2% | Reduced |
| Aspen Grove Capital, LLC | 16,927 | $2.38M | 0.41% | +975+6.1% | Added |
| Diversify Advisory Services, LLC | 16,148 | $2.38M | 0.09% | +7,688+90.9% | Added |
| Wellington Shields Capital Management, LLC | 16,701 | $2.35M | 0.40% | +13,044+356.7% | Added |
| Ashton Thomas Private Wealth, LLC | 16,670 | $2.35M | 0.08% | −5,488−24.8% | Reduced |
| Coastline Trust Co | 16,661 | $2.35M | 0.27% | −184−1.1% | Reduced |
| Prudent Man Advisors, LLC | 16,644 | $2.34M | 0.74% | +1,489+9.8% | Added |
| Checchi Capital Advisers, LLC | 16,516 | $2.33M | 0.16% | −228−1.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.32M | 0.05% | +16,500 | New |
| Verdence Capital Advisors LLC | 16,416 | $2.31M | 0.16% | −138−0.8% | Reduced |
| IFC Advisors LLC | 16,342 | $2.30M | 0.43% | −323−1.9% | Reduced |
| Somerset Trust Co | 16,299 | $2.30M | 0.75% | +169+1.0% | Added |
| Ramirez Asset Management, Inc. | 16,290 | $2.29M | 0.35% | +10,400+176.6% | Added |
| Cookson Peirce & Co Inc | 16,253 | $2.29M | 0.10% | +980+6.4% | Added |
| Matrix Trust Co | 16,242 | $2.29M | 0.36% | +297+1.9% | Added |
| DRW Securities, LLC | 16,242 | $2.29M | 0.16% | +11,506+242.9% | Added |
| Crestwood Advisors Group LLC | 16,155 | $2.28M | 0.04% | +3,045+23.2% | Added |
| 1st Source Bank | 16,151 | $2.28M | 0.13% | +223+1.4% | Added |
| Qtron Investments LLC | 16,151 | $2.28M | 0.29% | +2,196+15.7% | Added |
| Mediolanum International Funds Ltd | 16,134 | $2.27M | 0.03% | −1,400−8.0% | Reduced |
| Howland Capital Management LLC | 16,074 | $2.26M | 0.09% | −224−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 16,045 | $2.26M | 0.03% | −362−2.2% | Reduced |
| Charter Oak Capital Management, LLC | 16,034 | $2.26M | 0.19% | −64−0.4% | Reduced |
| Cherokee Insurance Co | 16,000 | $2.25M | 0.98% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 15,996 | $2.25M | 0.99% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 15,889 | $2.24M | 0.51% | −12,204−43.4% | Reduced |
| XTX Topco Ltd | 15,855 | $2.23M | 0.09% | −14,165−47.2% | Reduced |
| White Pine Capital LLC | 15,820 | $2.23M | 0.71% | +335+2.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,746 | $2.22M | 1.69% | +330+2.1% | Added |
| NVWM, LLC | 15,607 | $2.20M | 0.53% | +766+5.2% | Added |
| Wealthcare Advisory Partners LLC | 15,530 | $2.19M | 0.05% | +1,157+8.0% | Added |
| New England Research & Management, Inc. | 15,519 | $2.19M | 1.04% | −175−1.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.18M | 0.74% | +600+4.0% | Added |
| AMG National Trust Bank | 15,452 | $2.18M | 0.06% | −701−4.3% | Reduced |
| Profund Advisors LLC | 15,416 | $2.17M | 0.08% | −1,831−10.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15,395 | $2.17M | 0.39% | +15,395 | New |
| EverSource Wealth Advisors, LLC | 15,235 | $2.15M | 0.10% | +518+3.5% | Added |
| Wolff Wiese Magana LLC | 15,206 | $2.14M | 1.33% | −4,495−22.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,156 | $2.13M | 0.11% | +12+0.1% | Added |
| Insigneo Advisory Services, LLC | 15,111 | $2.13M | 0.18% | +18+0.1% | Added |
| Ronald Blue Trust, Inc. | 15,110 | $2.13M | 0.03% | +136+0.9% | Added |
| Capital Investment Advisory Services, LLC | 15,089 | $2.13M | 0.17% | +423+2.9% | Added |
| Parkside Financial Bank & Trust | 15,042 | $2.12M | 0.23% | +758+5.3% | Added |
| Williams Jones Wealth Management, LLC. | 15,020 | $2.12M | 0.03% | −409−2.7% | Reduced |
| Galaxy Digital Capital Management GP LLC | 15,010 | $2.11M | 2.64% | +621+4.3% | Added |
| Mystic Asset Management, Inc. | 14,921 | $2.10M | 0.51% | −24−0.2% | Reduced |
| LS Investment Advisors, LLC | 14,900 | $2.10M | 0.31% | +465+3.2% | Added |
| Symphony Financial, Ltd. Co. | 15,531 | $2.09M | 0.27% | +6,077+64.3% | Added |
| Trust Investment Advisors | 14,825 | $2.09M | 1.27% | −1,002−6.3% | Reduced |
| IPG Investment Advisors LLC | 14,802 | $2.09M | 0.41% | +10,502+244.2% | Added |
| Waterfront Wealth Inc. | 14,774 | $2.08M | 0.47% | −358−2.4% | Reduced |
| Cim Investment Mangement Inc | 15,519 | $2.07M | 0.39% | +7,746+99.7% | Added |
| Northcape Wealth Management, LLC | 14,647 | $2.06M | 0.63% | −54−0.4% | Reduced |
| LOM Asset Management Ltd | 14,536 | $2.05M | 0.69% | +14,536 | New |
| Umpqua Bank | 14,441 | $2.04M | 0.62% | +588+4.2% | Added |
| Courier Capital LLC | 14,443 | $2.03M | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,441 | $2.03M | 0.06% | −1,115−7.2% | Reduced |
| Heritage Trust Co | 14,440 | $2.03M | 0.23% | −46,708−76.4% | Reduced |
| Trust Asset Management LLC | 14,311 | $2.02M | 0.15% | 00.0% | Unchanged |
| Trust Co of Vermont | 14,301 | $2.01M | 0.09% | +264+1.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 14,259 | $2.01M | 0.06% | +915+6.9% | Added |
| Diligent Investors, LLC | 14,213 | $2.00M | 0.47% | +307+2.2% | Added |
| Compton Wealth Advisory Group, LLC | 14,120 | $1.99M | 0.50% | +708+5.3% | Added |
| Huntleigh Advisors, Inc. | 14,087 | $1.98M | 0.38% | +14,087 | New |
| Chesapeake Wealth Management | 14,066 | $1.98M | 0.66% | −622−4.2% | Reduced |
| Krilogy Financial LLC | 14,001 | $1.97M | 0.11% | −661−4.5% | Reduced |
| Quadcap Wealth Management, LLC | 13,960 | $1.97M | 0.25% | −25−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 13,890 | $1.96M | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 13,801 | $1.94M | 0.30% | −4,025−22.6% | Reduced |
| TLWM | 13,791 | $1.94M | 0.37% | −72−0.5% | Reduced |
| Aventura Private Wealth, LLC | 13,760 | $1.94M | 0.84% | −344−2.4% | Reduced |
| Teza Capital Management LLC | 13,705 | $1.93M | 1.44% | +9,197+204.0% | Added |
| Quent Capital, LLC | 13,594 | $1.91M | 0.18% | +325+2.4% | Added |
| Wedmont Private Capital | 13,524 | $1.91M | 0.08% | +1,126+9.1% | Added |
| Congress Asset Management Co | 13,557 | $1.91M | 0.01% | −876−6.1% | Reduced |
| Systematic Financial Management LP | 13,500 | $1.90M | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 13,497 | $1.90M | 0.13% | −250−1.8% | Reduced |
| Norden Group LLC | 13,477 | $1.90M | 0.21% | +420+3.2% | Added |
| Convergence Investment Partners, LLC | 13,412 | $1.89M | 0.48% | −146−1.1% | Reduced |
| Great Diamond Partners, LLC | 13,361 | $1.88M | 0.40% | +72+0.5% | Added |
| Silvercrest Asset Management Group LLC | 13,276 | $1.87M | 0.01% | −107−0.8% | Reduced |
| AlTi Global, Inc. | 13,192 | $1.87M | 0.05% | +357+2.8% | Added |
| Golden State Equity Partners | 13,243 | $1.87M | 0.35% | −372−2.7% | Reduced |
| Lansing Street Advisors | 13,182 | $1.86M | 0.55% | +682+5.5% | Added |
| Moss Adams Wealth Advisors LLC | 13,157 | $1.85M | 0.17% | +518+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,140 | $1.85M | 0.05% | −15,097−53.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,114 | $1.85M | 0.16% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 13,053 | $1.84M | 0.38% | +7,417+131.6% | Added |
| Oddo BHF Asset Management SAS | 12,966 | $1.83M | 0.07% | −1,500−10.4% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 12,900 | $1.82M | 0.59% | +12,900 | New |
| Evergreen Capital Management LLC | 12,880 | $1.81M | 0.05% | +6,916+116.0% | Added |
| AIA Group Ltd | 12,874 | $1.81M | 0.04% | −5,775−31.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,871 | $1.81M | 0.04% | −53,061−80.5% | Reduced |
| Greenwich Wealth Management LLC | 12,833 | $1.81M | 0.09% | −19,915−60.8% | Reduced |