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, 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 | 2,746 | $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, 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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 4,048 | $643.5K | 0.06% | −6−0.1% | Reduced |
| Tributary Capital Management, LLC | 4,050 | $643.8K | 0.06% | −215−5.0% | Reduced |
| Waters Parkerson & Co., LLC | 4,050 | $643.8K | 0.03% | −50−1.2% | Reduced |
| X-Square Capital, LLC | 4,065 | $646.0K | 0.20% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,071 | $647.1K | 0.31% | +1,228+43.2% | Added |
| Sepio Capital, LP | 4,071 | $647.1K | 0.04% | +1,732+74.0% | Added |
| Van Hulzen Asset Management, LLC | 4,088 | $649.9K | 0.05% | +91+2.3% | Added |
| KKM Financial LLC | 4,094 | $650.8K | 0.20% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 4,108 | $653.0K | 0.45% | −183−4.3% | Reduced |
| Holderness Investments Co | 4,109 | $653.1K | 0.13% | −180−4.2% | Reduced |
| PFG Advisors | 4,121 | $655.1K | 0.03% | +368+9.8% | Added |
| Salzhauer Michael | 4,131 | $656.7K | 0.38% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,133 | $657.0K | 0.33% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,140 | $658.1K | 0.12% | +86+2.1% | Added |
| EHP Funds Inc. | 4,141 | $658.3K | 0.87% | +4,141 | New |
| Fielder Capital Group LLC | 4,159 | $661.1K | 0.15% | +13+0.3% | Added |
| Grandview Asset Management LLC | 4,178 | $664.3K | 0.19% | +2,670+177.1% | Added |
| First Financial Bank - Trust Division | 4,180 | $664.5K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,181 | $664.6K | 0.06% | −77−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,181 | $664.6K | 0.28% | +136+3.4% | Added |
| EntryPoint Capital, LLC | 4,182 | $664.8K | 0.26% | +4,182 | New |
| Moors & Cabot, Inc. | 4,186 | $665.4K | 0.03% | −95−2.2% | Reduced |
| Prelude Capital Management, LLC | 4,188 | $665.7K | 0.05% | +1,176+39.0% | Added |
| GFG Capital, LLC | 4,198 | $667.3K | 0.23% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,212 | $669.6K | 0.40% | 00.0% | Unchanged |
| BankPlus Trust Department | 4,231 | $672.6K | 0.18% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 4,232 | $672.7K | 0.43% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.06% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,259 | $676.9K | 0.44% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,269 | $678.6K | 0.07% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,270 | $678.8K | 0.23% | −230−5.1% | Reduced |
| Simplicity Wealth,LLC | 4,272 | $679.0K | 0.04% | −3,080−41.9% | Reduced |
| BNP Paribas | 4,273 | $679.2K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,284 | $681.0K | 0.03% | +744+21.0% | Added |
| Providence First Trust Co | 4,284 | $681.0K | 0.24% | 00.0% | Unchanged |
| Code Waechter LLC | 4,402 | $683.8K | 0.45% | −30−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 4,308 | $684.8K | 0.06% | −356−7.6% | Reduced |
| Seven Mile Advisory | 4,310 | $685.1K | 0.11% | +1,310+43.7% | Added |
| Hillsdale Investment Management Inc. | 4,330 | $688.3K | 0.02% | +4,330 | New |
| DF Dent & Co Inc | 4,333 | $688.8K | 0.01% | +2,390+123.0% | Added |
| Allen Capital Group, LLC | 4,340 | $689.9K | 0.07% | +5+0.1% | Added |
| Copley Financial Group, Inc. | 4,357 | $692.6K | 0.47% | −404−8.5% | Reduced |
| MCF Advisors LLC | 4,359 | $692.9K | 0.04% | +34+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,364 | $693.6K | 0.08% | −15−0.3% | Reduced |
| Hudock, Inc. | 4,364 | $693.8K | 0.11% | +230+5.6% | Added |
| Signature Estate & Investment Advisors LLC | 4,379 | $696.1K | 0.01% | −684−13.5% | Reduced |
| Cheviot Value Management, LLC | 4,225 | $698.0K | 0.07% | +150+3.7% | Added |
| SeaCrest Wealth Management, LLC | 4,540 | $706.6K | 0.07% | −2,217−32.8% | Reduced |
| Rakuten Investment Management, Inc. | 27,940 | $707.7K | 0.00% | +27,940 | New |
| Boston Private Wealth LLC | 4,454 | $708.0K | 0.04% | −448−9.1% | Reduced |
| Lavaca Capital LLC | 4,455 | $708.2K | 0.13% | +2,593+139.3% | Added |
| United Bank | 4,500 | $715.3K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,508 | $716.6K | 0.11% | −802−15.1% | Reduced |
| West Oak Capital, LLC | 4,515 | $717.7K | 0.29% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,516 | $717.9K | 0.05% | +1,870+70.7% | Added |
| Connecticut Wealth Management, LLC | 4,522 | $718.8K | 0.03% | −199−4.2% | Reduced |
| Chase Investment Counsel Corp | 4,534 | $720.0K | 0.21% | −864−16.0% | Reduced |
| Smithfield Trust Co | 4,524 | $720.0K | 0.03% | 00.0% | Unchanged |
| Apriem Advisors | 4,532 | $720.4K | 0.07% | −88−1.9% | Reduced |
| Autumn Glory Partners, LLC | 4,535 | $720.9K | 0.30% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,547 | $722.8K | 0.05% | −98−2.1% | Reduced |
| Arcataur Capital Management LLC | 4,549 | $723.1K | 0.21% | −100−2.2% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $723.3K | 0.15% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 4,550 | $723.3K | 0.24% | +22+0.5% | Added |
| Powell Investment Advisors, LLC | 4,551 | $723.4K | 0.25% | +31+0.7% | Added |
| Constitution Capital LLC | 4,560 | $724.9K | 0.34% | +2,960+185.0% | Added |
| First American Trust, FSB | 4,566 | $725.9K | 0.05% | +443+10.7% | Added |
| Wrapmanager Inc | 4,577 | $727.6K | 0.22% | −1,007−18.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,589 | $729.5K | 0.02% | −770−14.4% | Reduced |
| Advyzon Investment Management, LLC | 4,595 | $730.4K | 0.13% | +798+21.0% | Added |
| Insight 2811, Inc. | 4,610 | $732.8K | 0.33% | +14+0.3% | Added |
| Mosaic Family Wealth Partners, LLC | 4,549 | $733.1K | 0.09% | −37−0.8% | Reduced |
| Willner & Heller, LLC | 4,627 | $735.5K | 0.56% | −38−0.8% | Reduced |
| Washburn Capital Management, Inc. | 4,642 | $737.8K | 0.41% | −854−15.5% | Reduced |
| Ledyard National Bank | 4,642 | $737.9K | 0.07% | −80−1.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,644 | $738.2K | 0.14% | +119+2.6% | Added |
| DT Investment Partners, LLC | 4,672 | $742.7K | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 4,679 | $743.8K | 0.21% | +31+0.7% | Added |
| Sax Wealth Advisors, LLC | 4,694 | $746.1K | 0.04% | +607+14.9% | Added |
| Ellevest, Inc. | 4,716 | $749.7K | 0.11% | +1,473+45.4% | Added |
| Beta Wealth Group, Inc. | 4,717 | $749.9K | 0.30% | +1,085+29.9% | Added |
| Clarius Group, LLC | 4,719 | $750.1K | 0.04% | −7,130−60.2% | Reduced |
| Coign Capital Advisors LLC | 4,725 | $751.1K | 0.41% | −224−4.5% | Reduced |
| New Hampshire Trust | 4,730 | $751.9K | 0.15% | +1,149+32.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,755 | $755.0K | 0.26% | −34−0.7% | Reduced |
| First Interstate Bank | 4,753 | $755.5K | 0.04% | +1,800+61.0% | Added |
| CNB Bank | 4,754 | $755.7K | 0.31% | +435+10.1% | Added |
| Texas Bank & Trust Co | 4,784 | $760.5K | 0.29% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,793 | $761.9K | 0.08% | +797+19.9% | Added |
| Orca Investment Management, LLC | 4,793 | $761.9K | 0.62% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,808 | $764.2K | 0.10% | −4−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,857 | $772.0K | 0.05% | +433+9.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $773.2K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,877 | $775.3K | 0.02% | −154−3.1% | Reduced |
| Evexia Wealth LLC | 5,012 | $777.5K | 0.23% | −32−0.6% | Reduced |
| Register Financial Advisors LLC | 4,894 | $777.9K | 0.31% | −38−0.8% | Reduced |
| Peoples Bank | 4,910 | $780.5K | 0.48% | −35−0.7% | Reduced |
| Barlow Wealth Partners, Inc. | 4,964 | $784.9K | 0.09% | −400−7.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,952 | $787.2K | 0.78% | −101−2.0% | Reduced |
| Freestone Capital Holdings, LLC | 4,956 | $787.8K | 0.02% | +950+23.7% | Added |