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Morgan Stanley

MS.PE
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 institutions reported holding it in 13F filings for Q2 2026, worth $47.6K in total; no superinvestor holds it.

Other share classesMSMS.PAMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

Q3 2025 vs. Q2 2025

How the institutions holding Morgan Stanley changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of MS.PE: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders414+1
Shares6.27K1325.51K−631 (−10.3%)
Value$158.1K$3.33K$140.0K−$14.8K (−9.5%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Morgan Stanley at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to MS.PE in Q3 2025
InstitutionSharesValue% of portfolio
Vermillion Wealth Management, Inc.1,420$36.1K0.01%

Sold out (0)

Institutions that held Morgan Stanley at the end of Q2 2025 and filed for Q3 2025 without it.

None.

Not filed for Q3 2025 yet (1)

Institutions that held Morgan Stanley at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS.PE in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Financial Gravity Companies, Inc.132$3.33K