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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

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: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2,209302,266+87
Shares1.35B16.6M1.33B−3.75M (−0.3%)
Value$190.6B$2.34B$211.9B+$23.6B (+12.5%)

30 institutions 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 (194)

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

Showing the largest 100 of 194 by value.

Institutions new to MS in Q3 2025
InstitutionSharesValue% of portfolio
Junto Capital Management LP1,069,683$170.0M3.56%
AXA Investment Managers S.A.367,386$58.4M0.16%
Samlyn Capital, LLC254,572$40.5M0.57%
Credit Agricole S A208,122$33.1M0.11%
Azora Capital LP205,630$32.7M1.51%
Natixis179,352$28.5M0.15%
Tredje AP-fonden167,762$26.7M0.21%
CIBC Bancorp USA Inc.166,854$26.5M0.16%
Parallax Volatility Advisers, L.P.164,861$26.2M0.77%
Jain Global LLC94,433$15.0M0.20%
Rockland Trust Co70,548$11.2M0.46%
Caxton Associates LLP61,636$9.80M0.27%
Tradewinds, LLC.61,452$9.77M2.38%
CAPROCK Group, Inc.54,534$8.21M0.20%
Cubist Systematic Strategies, LLC44,710$7.11M0.10%
Shorepoint Capital Partners LLC35,060$5.57M1.11%
Commerzbank Aktiengesellschaft34,072$5.42M0.11%
Weiss Asset Management LP31,136$4.95M0.07%
Munich Reinsurance Co Stock Corp in Munich24,654$3.92M0.10%
Laurion Capital Management LP23,345$3.71M0.51%
Tema ETFs LLC21,837$3.47M0.29%
Redhawk Wealth Advisors, Inc.17,893$2.84M0.33%
Fortis Capital Advisors, LLC15,810$2.51M0.40%
Catalyst Funds Management Pty Ltd15,400$2.45M0.37%
Myriad Asset Management US LP15,343$2.44M1.33%
Knights of Columbus Asset Advisors LLC13,034$2.07M0.12%
Virtus Investment Advisers, Inc.12,855$2.04M0.59%
M&G Plc12,635$2.01M0.01%
Campbell & CO Investment Adviser LLC9,908$1.57M0.12%
International Assets Investment Management, LLC10,595$1.49M0.12%
Virtu Financial LLC9,229$1.47M0.08%
SummitTX Capital, L.P.8,980$1.43M0.06%
Coppell Advisory Solutions LLC8,818$1.42M0.15%
Portfolio Design Labs, LLC8,889$1.41M0.24%
CenterBook Partners LP8,357$1.33M0.07%
Fisher Funds Management LTD8,134$1.29M0.03%
First Horizon Corp7,839$1.25M0.06%
Symmetry Investments LP6,360$1.01M0.08%
Buckingham Strategic Partners5,618$909.0K0.01%
Stonegate Management LLC5,500$874.3K0.58%
A4 Wealth Advisors LLC5,382$855.5K0.72%
a16z Perennial Management, L.P.5,175$822.6K0.07%
Rakuten Investment Management, Inc.27,940$707.7K0.00%
Hillsdale Investment Management Inc.4,330$688.3K0.02%
EntryPoint Capital, LLC4,182$664.8K0.26%
EHP Funds Inc.4,141$658.3K0.87%
QVR LLC3,950$627.9K0.76%
USA Financial Portformulas Corp3,797$603.6K0.11%
Summit Wealth Group LLC7,198$587.9K0.08%
Calton & Associates, Inc.3,431$545.4K0.08%
Siligmueller & Norvid Wealth Advisors LLC3,216$511.2K0.23%
Leigh Baldwin & Co., LLC3,156$501.7K0.28%
Optimize Financial Inc3,044$483.9K0.25%
SFMG, LLC3,021$480.3K0.03%
Retirement Planning Group3,013$478.9K0.02%
Steinberganna Wealth Management3,000$476.9K0.22%
LBMC Investment Advisors, LLC2,764$439.4K0.03%
United Advisor Group, LLC2,658$422.5K0.06%
Fiduciary Group LLC2,605$414.1K0.04%
Breakthru Advisory Services, LLC2,563$407.4K0.27%
GAM Holding AG2,554$406.0K0.03%
SIH Partners, LLLP2,546$404.7K0.04%
New Wave Wealth Advisors LLC2,524$401.2K0.16%
BXM Wealth LLC2,490$395.8K0.37%
Elwood & Goetz Wealth Advisory Group, LLC2,474$393.3K0.08%
Requisite Capital Management, LLC2,470$392.6K0.07%
Capula Management Ltd2,467$392.2K0.00%
Stevens Capital Management LP2,419$385.0K0.05%
ClearAlpha Technologies LP2,337$371.5K1.02%
Quantessence Capital LLC2,329$370.2K0.12%
Gries Financial LLC2,278$362.1K0.06%
Weaver Capital Management LLC2,264$359.9K0.08%
Crewe Advisors LLC2,206$350.7K0.03%
Legacy Advisors, LLC2,184$347.1K0.04%
Investment Research Partners LLC2,021$331.5K0.15%
Zevin Asset Management LLC2,034$323.0K0.05%
Ehrenkranz Partners L.P.2,000$317.9K0.28%
Grant Private Wealth Management Inc1,892$300.7K0.19%
FSM Wealth Advisors, LLC1,802$286.4K0.04%
Longboard Asset Management, LP1,796$285.5K0.46%
Paragon Private Wealth Management, LLC1,735$275.8K0.09%
Catalina Capital Group, LLC1,720$273.4K0.17%
Real Talk Capital, LLC1,691$268.8K0.29%
Spirepoint Private Client, LLC1,684$267.7K0.03%
Regent Peak Wealth Advisors LLC1,667$265.0K0.05%
Hidden Cove Wealth Management, LLC1,661$264.0K0.17%
Facet Wealth, Inc.1,648$262.0K0.01%
Gerber Kawasaki Wealth & Investment Management1,633$259.7K0.01%
Silver Grove Financial Group, Inc.1,614$256.6K0.24%
Fiduciary Wealth Partners, LLC1,585$252.0K0.11%
Ashton Thomas Securities, LLC1,535$244.0K0.03%
Whelan Financial1,530$243.2K0.08%
Brown Wealth Management, LLC1,497$238.0K0.07%
Meadowbrook Wealth Management, LLC1,492$237.2K0.25%
Traynor Capital Management, Inc.1,490$236.8K0.01%
PKS Advisory Services, LLC1,483$235.7K0.06%
Global Financial Private Client, LLC1,477$234.8K0.08%
BIP Wealth, LLC1,466$233.1K0.01%
Wolverine Trading, LLC1,425$229.7K0.00%
Pinnacle Financial Group, LLC1,444$229.5K0.07%

Sold out (107)

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

Showing the largest 100 of 107 by value.

Institutions that sold out of MS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Schonfeld Strategic Advisors LLC395,039$55.6M
Prana Capital Management, LP327,342$46.1M
Freestone Grove Partners LP215,430$30.3M
Magellan Asset Management Ltd164,869$23.2M
Orbis Allan Gray Ltd115,346$16.2M
Optiver Holding B.V.104,456$14.7M
FJ Capital Management LLC57,696$8.13M
Beacon Harbor Wealth Advisors, Inc.52,972$7.46M
UBS Oconnor LLC50,000$7.04M
Providence Capital Advisors, LLC47,000$6.62M
Andra AP-fonden42,311$5.96M
Winton Group Ltd35,750$5.04M
Hohimer Wealth Management, LLC32,672$4.60M
Abc Arbitrage SA32,046$4.51M
Centiva Capital, LP26,450$3.73M
Arcus Capital Partners, LLC23,580$3.32M
Polymer Capital Management (US) LLC18,267$2.57M
Mach-1 Financial Group, Inc.16,962$2.39M
Absolute Gestao de Investimentos Ltda.12,900$1.82M
Bayesian Capital Management, LP12,400$1.75M
Group One Trading, L.P.10,742$1.51M
Neo Ivy Capital Management10,430$1.47M
Greenhaven Associates IncSuperinvestorGreenhaven Associates10,000$1.41M
Constant Guidance Financial LLC9,780$1.37M
Qsemble Capital Management, LP9,129$1.29M
Farringdon Capital, Ltd.8,380$1.18M
Quantitative Investment Management, LLC8,074$1.14M
Patton Albertson Miller Group, LLC8,011$1.13M
Blueshift Asset Management, LLC7,179$1.01M
Atom Investors LP6,234$878.1K
Landscape Capital Management, L.L.C.5,931$835.4K
ICONIQ Capital, LLC5,596$788.3K
AlphaStar Capital Management, LLC5,297$746.1K
Cantor Fitzgerald, L. P.4,389$618.2K
Fox Run Management, L.L.C.4,380$617.0K
Exane Asset Management3,291$544.0K
HBW Advisory Services LLC3,801$535.4K
Inspirion Wealth Advisors, LLC3,738$526.5K
Twinbeech Capital LP3,657$515.1K
Point72 Hong Kong Ltd3,376$475.5K
Aigen Investment Management, LP3,307$465.8K
Manchester Financial Inc3,043$428.6K
Financial Advocates Investment Management2,992$421.4K
Berry Wealth Group, LP2,901$408.6K
Vicus Capital2,875$405.0K
Laffer Tengler Investments2,807$395.4K
Jackson Square Capital, LLC2,741$386.1K
Lion Street Advisors, LLC2,698$380.0K
Reuter James Wealth Management, LLC2,582$363.7K
Rational Advisors LLC2,547$358.8K
Capital Markets Trading UK LLP2,469$348.0K
TFB Advisors LLC2,280$321.2K
Boyd Wealth Management, LLC2,267$319.3K
US Asset Management LLC2,226$313.6K
CenterStar Asset Management, LLC2,184$308.0K
MBB Public Markets I LLC2,086$293.8K
Good Steward Wealth Advisors,LLC2,016$284.0K
Master's Wealth Management Inc.2,006$282.5K
Three Bridge Wealth Advisors, LLC1,827$257.4K
ASB Consultores, LLC1,821$256.5K
Lantz Financial LLC1,800$253.5K
Atlas Private Wealth Advisors1,791$252.3K
Allium Financial Advisors, LLC1,666$234.7K
Oak Thistle LLC1,654$233.0K
MWA Asset Management1,591$224.1K
Yardley Wealth Management LLC1,576$222.0K
Verum Partners LLC1,569$221.0K
Private Capital Advisors, Inc.1,500$211.3K
Antonelli Financial Advisors, LLC1,500$211.3K
Whipplewood Advisors, LLC1,088$153.3K
Twin Peaks Wealth Advisors, LLC1,034$152.3K
Credit Industriel Et Commercial1,002$141.1K
NewSquare Capital LLC958$134.9K
J.Safra Asset Management Corp870$122.5K
Cooksen Wealth, LLC865$121.8K
Sierra Ocean, LLC740$104.3K
Livelsberger Financial Advisory613$86.4K
Parvin Asset Management, LLC600$84.5K
Curio Wealth, LLC527$74.2K
Garde Capital, Inc.511$72.0K
Itau Unibanco Holding S.A.564$65.8K
Opal Wealth Advisors, LLC419$59.0K
Olistico Wealth, LLC354$49.9K
CoreFirst Bank & Trust300$42.3K
Beacon Capital Management, LLC273$38.4K
Wood Tarver Financial Group, LLC275$38.0K
Coastal Investment Advisors, Inc.244$34.4K
MorganRosel Wealth Management, LLC232$32.7K
Transce3nd, LLC214$30.1K
Sumitomo Mitsui Financial Group, Inc.200$28.1K
WealthTrak Capital Management LLC145$20.4K
Mid-American Wealth Advisory Group, Inc.139$19.6K
Traub Capital Management LLC103$14.5K
Putney Financial Group LLC90$12.7K
Legend Financial Advisors, Inc.87$12.3K
Kestra Investment Management, LLC94$11.0K
Total Investment Management Inc64$9.02K
Richard W. Paul & Associates, LLC61$8.59K
SWAN Capital LLC49$6.90K
Bellwether Advisors, LLC43$6.06K

Not filed for Q3 2025 yet (30)

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 in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank15,865,987$2.23B
CIBC World Markets Corp154,381$21.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH130,757$18.4M
Grassi Investment Management120,050$16.9M
Avantax Advisory Services, Inc.113,283$16.0M
EP Wealth Advisors, LLC44,360$6.25M
Congress Wealth Management LLC35,125$4.95M
Talon Private Wealth, LLC18,249$2.57M
Atria Wealth Solutions, Inc.16,958$2.39M
North Dallas Bank & Trust Co11,698$1.65M
First Horizon Advisors, Inc.10,739$1.51M
Scott Marsh Financial, LLC9,596$1.35M
Graypoint LLC8,389$1.18M
Good Life Advisors, LLC7,812$1.10M
Hamilton Capital, LLC6,385$899.3K
Breed's Hill Capital LLC5,217$734.9K
Forte Capital LLC5,094$717.5K
Northeast Financial Consultants Inc5,085$716.3K
E Fund Management Co., Ltd.3,143$442.7K
NBW Capital LLC2,129$299.9K
Atlas Capital Advisors LLC1,871$263.5K
Bingham Private Wealth, LLC1,738$244.8K
Keudell/Morrison Wealth Management1,606$226.2K
Union Savings Bank649$92.5K
Semmax Financial Advisors Inc.544$78.5K
Iron Horse Wealth Management, LLC259$36.5K
Centricity Wealth Management, LLC86$12.1K
Moser Wealth Advisors, LLC47$6.62K
Parkworth Wealth Management, Inc.31$4.37K
Legacy Investment Solutions, LLC4$564