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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; 2,745 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.

Institutional holdersQ3 2025: 2,266 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2025: $211.9B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2025.

Institutions holding MS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1590.00%00.0%Unchanged
Evolution Wealth Management Inc.3$4770.00%+3New
Legacy Wealth Managment, LLC4$6360.00%00.0%Unchanged
CGC Financial Services, LLC5$7950.00%00.0%Unchanged
Sellwood Investment Partners LLC5$7950.00%+5New
Centerpoint Advisors, LLC7$1.00K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.8$1.27K0.00%+8New
Strengthening Families & Communities, LLC8$1.29K0.00%+8New
Mowery & Schoenfeld Wealth Management, LLC9$1.44K0.00%00.0%Unchanged
Chelsea Counsel Co10$1.59K0.00%+10New
DecisionPoint Financial, LLC12$1.88K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.13$2.04K0.00%+13New
TD Capital Management LLC13$2.11K0.00%00.0%Unchanged
Perritt Capital Management Inc14$2.23K0.00%00.0%Unchanged
Clean Yield Group14$2.23K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$2.23K0.00%00.0%Unchanged
Coston, McIsaac & Partners21$3.00K0.00%+21New
O'Brien Wealth Partners LLC19$3.02K0.00%+19New
HFM Investment Advisors, LLC20$3.18K0.00%+1+5.3%Added
PFS Partners, LLC23$3.66K0.00%+23New
Gen-Wealth Partners Inc25$3.97K0.00%−695−96.5%Reduced
Hilltop National Bank25$3.97K0.00%00.0%Unchanged
McIlrath & Eck, LLC26$4.13K0.00%−9−25.7%Reduced
Acima Private Wealth, LLC26$4.13K0.00%00.0%Unchanged
Bare Financial Services, Inc27$4.29K0.00%−185−87.3%Reduced
PayPay Securities Corp28$4.40K0.16%+1+3.7%Added
WestEnd Advisors, LLC28$4.45K0.00%+1+3.7%Added
S&T Bank29$4.61K0.00%00.0%Unchanged
Quaker Wealth Management, LLC29$4.61K0.00%−43−59.7%Reduced
Rialto Wealth Management, LLC30$4.77K0.00%+4+15.4%Added
GoalVest Advisory LLC31$4.93K0.00%−1−3.1%Reduced
Signature Resources Capital Management, LLC34$5.41K0.00%−260−88.4%Reduced
Breakwater Investment Management34$5.41K0.00%+34New
Costello Asset Management, INC36$5.72K0.00%00.0%Unchanged
Evermay Wealth Management LLC37$5.88K0.00%00.0%Unchanged
JDM Financial Group LLC38$6.04K0.00%+38New
Global Wealth Strategies & Associates41$6.58K0.00%+8+24.2%Added
Caitlin John, LLC43$6.83K0.00%+43New
Winnow Wealth LLC43$6.84K0.01%−427−90.9%Reduced
JNBA Financial Advisors44$7.00K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$7.15K0.00%+45New
Colonial Trust Advisors46$7.31K0.00%00.0%Unchanged
Strategic Advocates LLC50$7.90K0.00%+50New
Cornerstone National Bank & Trust Co50$7.95K0.00%+50New
MPWM Advisory Solutions, LLC51$8.11K0.00%00.0%Unchanged
Financial Perspectives, Inc51$8.16K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.18$8.27K0.00%00.0%Unchanged
Horizon Financial Services, LLC53$8.43K0.00%+53New
Holos Integrated Wealth LLC56$8.50K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC55$8.74K0.00%+11+25.0%Added
Your Advocates Ltd., LLP56$8.90K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC58$9.22K0.00%00.0%Unchanged
Front Row Advisors LLC60$9.54K0.00%00.0%Unchanged
Anfield Capital Management, LLC62$9.86K0.00%00.0%Unchanged
Wealth Watch Advisors, INC65$10.3K0.00%+65New
Financial Consulate, Inc65$10.3K0.00%+65New
Cape Investment Advisory, Inc.66$10.5K0.01%+39+144.4%Added
Nemes Rush Group LLC67$10.7K0.00%+36+116.1%Added
FWL Investment Management, LLC69$11.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp70$11.1K0.00%00.0%Unchanged
Creative Capital Management Investments LLC72$11.4K0.00%00.0%Unchanged
First Community Trust NA73$11.6K0.01%00.0%Unchanged
Essential Partners LLC73$11.6K0.00%+40+121.2%Added
University of Illinois Foundation75$12.0K0.00%+75New
Stone House Investment Management, LLC76$12.1K0.00%+6+8.6%Added
Country Trust Bank76$12.1K0.00%+76New
Principia Wealth Advisory, LLC77$12.2K0.01%+6+8.5%Added
Tidemark, LLC77$12.3K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC78$12.4K0.00%00.0%Unchanged
Pacifica Partners Inc.82$12.9K0.00%+82New
Mma Asset Management LLC81$12.9K0.00%+81New
Westend Capital Management, LLC84$13.4K0.00%+37+78.7%Added
Atwood & Palmer Inc85$13.5K0.00%00.0%Unchanged
ZRC Wealth Management, LLC85$13.5K0.00%+85New
American Capital Advisory, LLC87$13.8K0.01%−1−1.1%Reduced
Sofos Investments, Inc.87$13.9K0.00%+87New
Contravisory Investment Management, Inc.90$14.3K0.00%+63+233.3%Added
Darwin Advisors, LLC91$14.5K0.00%+1+1.1%Added
IMG Wealth Management, Inc.92$14.6K0.01%00.0%Unchanged
Hughes Financial Services, LLC89$14.7K0.00%00.0%Unchanged
Birchbrook, Inc.95$15.1K0.01%+1+1.1%Added
Mark Sheptoff Financial Planning, LLC96$15.3K0.01%−43−30.9%Reduced
Morton Brown Family Wealth, LLC98$15.6K0.00%−37−27.4%Reduced
Estabrook Capital Management100$15.9K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$15.9K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$15.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$15.9K0.01%+100New
Gables Capital Management Inc.103$16.4K0.01%00.0%Unchanged
Raffa Wealth Management, LLC104$16.5K0.00%+15+16.9%Added
Abich Financial Wealth Management LLC107$17.0K0.01%+107New
First Pacific Financial111$17.6K0.00%00.0%Unchanged
Seneschal Advisors, LLC111$17.6K0.01%+111New
Frazier Financial Advisors, LLC112$17.8K0.01%+3+2.8%Added
Valued Wealth Advisors LLC113$18.0K0.01%+4+3.7%Added
LGT Financial Advisors LLC116$18.4K0.04%00.0%Unchanged
High Note Wealth, LLC117$18.6K0.00%+4+3.5%Added
Marquette Asset Management, LLC118$18.8K0.00%+118New
Rossby Financial, LCC120$18.8K0.01%−7−5.5%Reduced
Kentucky Trust Co119$18.9K0.01%00.0%Unchanged