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; 2,745 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, Q3 2025
Institutional positions in Morgan Stanley as of Sep 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
- 2,266
- +87 vs. Q2 2025
- Shares held
- 1.33B
- −3.75M (−0.3%) vs. Q2 2025
- Total value
- $211.9B
- +$23.6B (+12.5%) vs. Q2 2025
- New holders
- 194
- 889 more added
- Sold out
- 107
- 819 more reduced
30 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $59.9B | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 118,356,160 | $18.8B | 0.28% | −767,327−0.6% | Reduced |
| State Street Corp | 103,315,207 | $16.4B | 0.57% | −809,411−0.8% | Reduced |
| BlackRock, Inc. | 93,668,209 | $14.9B | 0.26% | −1,343,900−1.4% | Reduced |
| JPMorgan Chase & Co | 37,412,736 | $5.95B | 0.38% | −1,746,073−4.5% | Reduced |
| Capital International Investors | 27,321,214 | $4.34B | 0.70% | +167,487+0.6% | Added |
| Geode Capital Management, LLC | 26,535,849 | $4.20B | 0.27% | −97,243−0.4% | Reduced |
| FMR LLC | 24,795,170 | $3.94B | 0.20% | +3,971,617+19.1% | Added |
| Fisher Asset Management, LLC | 24,494,146 | $3.89B | 1.41% | +448,960+1.9% | Added |
| Capital Research Global Investors | 19,248,911 | $3.06B | 0.57% | −135,459−0.7% | Reduced |
| Wellington Management Group LLP | 18,732,898 | $2.98B | 0.52% | −391,274−2.0% | Reduced |
| Bank of America Corp | 16,842,099 | $2.68B | 0.20% | −232,536−1.4% | Reduced |
| Goldman Sachs Group Inc | 14,968,473 | $2.38B | 0.34% | −802,999−5.1% | Reduced |
| Ameriprise Financial Inc | 14,260,650 | $2.27B | 0.52% | +822,120+6.1% | Added |
| Massachusetts Financial Services Co | 13,457,214 | $2.14B | 0.66% | −256,896−1.9% | Reduced |
| Northern Trust Corp | 12,963,412 | $2.06B | 0.26% | −740,089−5.4% | Reduced |
| Price T Rowe Associates Inc | 11,553,696 | $1.84B | 0.20% | −670,042−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 10,680,973 | $1.70B | 0.27% | −299,147−2.7% | Reduced |
| UBS Group AG | 10,332,858 | $1.64B | 0.32% | −788,745−7.1% | Reduced |
| Schroder Investment Management Group | 9,712,071 | $1.54B | 1.21% | +354,871+3.8% | Added |
| Franklin Resources Inc | 9,088,814 | $1.44B | 0.36% | −534,491−5.6% | Reduced |
| UBS Asset Management Americas Inc | 9,088,183 | $1.44B | 0.31% | −2,102,541−18.8% | Reduced |
| Invesco Ltd. | 9,083,580 | $1.44B | 0.23% | +249,023+2.8% | Added |
| Bank of New York Mellon Corp | 8,658,918 | $1.38B | 0.25% | −74,900−0.9% | Reduced |
| Legal & General Group Plc | 8,411,335 | $1.34B | 0.30% | +274,934+3.4% | Added |
| Dimensional Fund Advisors LP | 8,156,617 | $1.30B | 0.28% | +132,784+1.7% | Added |
| Royal Bank of Canada | 7,798,781 | $1.24B | 0.22% | −1,542,442−16.5% | Reduced |
| Bank of Montreal | 6,412,397 | $1.02B | 0.45% | +9,779+0.2% | Added |
| Morgan Stanley | 6,150,198 | $977.6M | 0.06% | +134,084+2.2% | Added |
| Amundi | 5,767,833 | $911.9M | 0.29% | −75,822−1.3% | Reduced |
| Nuveen, LLC | 5,660,008 | $899.7M | 0.24% | +166,993+3.0% | Added |
| Capital World Investors | 5,657,875 | $899.4M | 0.12% | +14,806+0.3% | Added |
| Janus Henderson Group PLC | 4,789,326 | $761.3M | 0.35% | −679,798−12.4% | Reduced |
| Barclays PLC | 4,222,036 | $671.1M | 0.25% | +1,149,617+37.4% | Added |
| Boston Partners | 4,030,967 | $640.1M | 0.66% | +163,808+4.2% | Added |
| Deutsche Bank AG | 4,010,721 | $637.5M | 0.21% | −573,524−12.5% | Reduced |
| Axiom Investors LLC | 3,803,964 | $604.7M | 4.45% | +544,719+16.7% | Added |
| Wells Fargo & Company | 3,764,681 | $598.4M | 0.12% | −342,337−8.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,757,627 | $597.3M | 0.49% | −909,423−19.5% | Reduced |
| Principal Financial Group Inc | 3,647,827 | $579.9M | 0.29% | −373,224−9.3% | Reduced |
| Millennium Management LLC | 3,522,227 | $559.9M | 0.44% | +3,011,234+589.3% | Added |
| Citadel Advisors LLC | 3,488,221 | $554.5M | 0.44% | −365,130−9.5% | Reduced |
| Voya Investment Management LLC | 3,449,166 | $548.3M | 0.55% | −20,946−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,267,640 | $519.4M | 0.41% | +1,470,190+81.8% | Added |
| Alphinity Investment Management Pty Ltd | 3,148,534 | $500.5M | 4.88% | −1,023,196−24.5% | Reduced |
| HSBC Holdings PLC | 2,959,751 | $469.3M | 0.28% | −410,972−12.2% | Reduced |
| Marshall Wace, LLP | 2,933,604 | $466.3M | 0.51% | +841,263+40.2% | Added |
| Envestnet Asset Management Inc | 2,920,977 | $464.3M | 0.13% | −127,480−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,789,651 | $443.4M | 0.26% | −49,861−1.8% | Reduced |
| National Pension Service | 2,666,076 | $423.8M | 0.33% | +73,390+2.8% | Added |
| Alliancebernstein L.P. | 2,503,492 | $398.0M | 0.13% | −84,052−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,440,371 | $387.9M | 0.24% | +186,624+8.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,385,773 | $379.2M | 0.27% | +68,450+3.0% | Added |
| Neuberger Berman Group LLC | 2,357,594 | $374.8M | 0.27% | +64,260+2.8% | Added |
| Canada Pension Plan Investment Board | 2,335,780 | $371.3M | 0.26% | +111,930+5.0% | Added |
| Lord, Abbett & Co. LLC | 2,298,937 | $365.4M | 1.09% | +3,558+0.2% | Added |
| Rhumbline Advisers | 2,239,539 | $356.0M | 0.29% | −25,232−1.1% | Reduced |
| Citigroup Inc | 2,215,597 | $352.2M | 0.24% | −445,438−16.7% | Reduced |
| FIL Ltd | 2,071,836 | $329.3M | 0.26% | −81,065−3.8% | Reduced |
| California Public Employees Retirement System | 2,065,318 | $328.3M | 0.20% | +17,436+0.9% | Added |
| Allianz Asset Management GmbH | 2,027,932 | $322.4M | 0.40% | +382,708+23.3% | Added |
| Raymond James Financial Inc | 2,014,439 | $320.2M | 0.10% | −233,554−10.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,975,396 | $314.0M | 0.52% | −20,239−1.0% | Reduced |
| LPL Financial LLC | 1,943,688 | $309.0M | 0.09% | −73,837−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 1,875,496 | $298.1M | 1.10% | +40,695+2.2% | Added |
| California State Teachers Retirement System | 1,856,681 | $295.1M | 0.30% | +1,363+0.1% | Added |
| Fayez Sarofim & Co | 1,803,873 | $286.7M | 0.66% | −40,184−2.2% | Reduced |
| KBC Group NV | 1,776,082 | $282.3M | 0.68% | −23,543−1.3% | Reduced |
| Stifel Financial Corp | 1,609,425 | $255.8M | 0.23% | +4,812+0.3% | Added |
| Macquarie Group Ltd | 1,581,565 | $251.4M | 0.29% | +231,245+17.1% | Added |
| New York State Common Retirement Fund | 1,570,255 | $249.6M | 0.32% | +57,591+3.8% | Added |
| Cullen Capital Management LLC | 1,562,592 | $248.4M | 2.72% | −73,422−4.5% | Reduced |
| Prudential Financial Inc | 1,539,924 | $244.8M | 0.29% | +458,379+42.4% | Added |
| Fifth Third Bancorp | 1,531,436 | $243.4M | 0.78% | +18,301+1.2% | Added |
| Hamlin Capital Management, LLC | 1,513,401 | $240.6M | 5.47% | −14,704−1.0% | Reduced |
| HighTower Advisors, LLC | 1,526,862 | $238.9M | 0.27% | +62,753+4.3% | Added |
| Squarepoint Ops LLC | 1,490,948 | $237.0M | 0.50% | −188,349−11.2% | Reduced |
| Bessemer Group Inc | 1,419,601 | $225.7M | 0.35% | +10,530+0.7% | Added |
| Qube Research & Technologies Ltd | 1,326,392 | $210.8M | 0.30% | +145,968+12.4% | Added |
| Focused Investors LLC | 1,301,500 | $206.9M | 6.33% | +51,600+4.1% | Added |
| Great West Life Assurance Co | 1,264,037 | $203.6M | 0.29% | +27,887+2.3% | Added |
| CI Private Wealth, LLC | 1,288,216 | $200.8M | 0.32% | +33,037+2.6% | Added |
| Evercore Wealth Management, LLC | 1,244,132 | $197.8M | 2.90% | −17,810−1.4% | Reduced |
| Two Sigma Investments, LP | 1,234,969 | $196.3M | 0.30% | +741,651+150.3% | Added |
| Commerce Bank | 1,165,878 | $185.3M | 1.03% | −9,222−0.8% | Reduced |
| Standard Life Aberdeen plc | 1,140,060 | $180.0M | 0.28% | −6,319−0.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,112,683 | $176.9M | 0.29% | −74,000−6.2% | Reduced |
| Junto Capital Management LP | 1,069,683 | $170.0M | 3.56% | +1,069,683 | New |
| State Board of Administration of Florida Retirement System | 1,062,009 | $168.8M | 0.30% | −74,140−6.5% | Reduced |
| Natixis Advisors, L.P. | 1,055,139 | $167.7M | 0.24% | −23,486−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,043,704 | $165.9M | 0.13% | +748,534+253.6% | Added |
| Two Sigma Advisers, LP | 1,023,836 | $162.7M | 0.33% | +1,012,100+8,623.9% | Added |
| New York State Teachers Retirement System | 1,022,823 | $162.6M | 0.32% | −42,489−4.0% | Reduced |
| American Century Companies Inc | 1,013,589 | $161.1M | 0.08% | −81,959−7.5% | Reduced |
| 1832 Asset Management L.P. | 1,000,291 | $159.0M | 0.27% | +994,955+18,646.1% | Added |
| Aviva PLC | 999,861 | $158.9M | 0.29% | +69,282+7.4% | Added |
| Clark Capital Management Group, Inc. | 973,640 | $154.8M | 0.97% | +98,348+11.2% | Added |
| Adage Capital Partners GP, L.L.C. | 964,234 | $153.3M | 0.24% | −121,200−11.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 979,863 | $152.8M | 0.23% | −2,355−0.2% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $149.7M | 0.67% | 00.0% | Unchanged |