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 |
|---|---|---|---|---|---|
| Quilter Plc | 4,959 | $788.3K | 0.01% | −4,461−47.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,973 | $790.4K | 0.02% | +154+3.2% | Added |
| Lazari Capital Management, Inc. | 4,978 | $791.3K | 0.27% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,995 | $794.0K | 0.23% | −27−0.5% | Reduced |
| De Lisle Partners LLP | 5,000 | $794.8K | 0.10% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,012 | $796.7K | 0.06% | −147−2.8% | Reduced |
| GeoWealth Management, LLC | 5,021 | $798.1K | 0.03% | −271−5.1% | Reduced |
| Chapin Davis, Inc. | 5,030 | $799.5K | 0.20% | −110−2.1% | Reduced |
| Legacy Capital Group California, Inc. | 5,050 | $802.7K | 0.20% | −10.0% | Reduced |
| Continuum Advisory, LLC | 5,059 | $804.2K | 0.09% | +840+19.9% | Added |
| First Dallas Securities Inc. | 5,062 | $804.7K | 0.30% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,075 | $806.7K | 0.26% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,105 | $811.5K | 0.19% | +11+0.2% | Added |
| AdvisorNet Financial, Inc | 5,110 | $812.3K | 0.05% | −111−2.1% | Reduced |
| Strategic Financial Services, Inc, | 5,125 | $814.7K | 0.04% | +43+0.8% | Added |
| United Community Bank | 5,126 | $814.8K | 0.25% | +3,114+154.8% | Added |
| Bell Bank | 5,133 | $815.9K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,142 | $817.4K | 0.12% | +15+0.3% | Added |
| Gibraltar Capital Management, Inc. | 5,146 | $818.0K | 0.15% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,507 | $818.1K | 0.16% | −6,162−48.6% | Reduced |
| Palacios Wealth Management, LLC | 5,150 | $818.6K | 0.54% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,150 | $818.7K | 0.04% | +583+12.8% | Added |
| Woodmont Investment Counsel LLC | 5,161 | $820.4K | 0.05% | +10+0.2% | Added |
| Harbor Investment Advisory, LLC | 5,168 | $821.5K | 0.07% | +114+2.3% | Added |
| a16z Perennial Management, L.P. | 5,175 | $822.6K | 0.07% | +5,175 | New |
| Integris Wealth Management, LLC | 5,231 | $831.5K | 0.20% | 00.0% | Unchanged |
| Souders Financial Advisors | 5,239 | $832.9K | 0.10% | +508+10.7% | Added |
| Cornerstone Wealth Management, LLC | 5,243 | $833.4K | 0.05% | +747+16.6% | Added |
| Quotient Wealth Partners, LLC | 5,251 | $834.7K | 0.02% | +169+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,253 | $835.0K | 0.01% | −255−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,265 | $836.9K | 0.07% | −28−0.5% | Reduced |
| Baron Wealth Management LLC | 5,266 | $837.1K | 0.28% | +50+1.0% | Added |
| Red Lighthouse Investment Management, LLC | 5,283 | $839.8K | 0.29% | −171−3.1% | Reduced |
| Anchor Investment Management, LLC | 5,295 | $841.7K | 0.07% | +233+4.6% | Added |
| Canopy Partners, LLC | 5,316 | $845.0K | 0.28% | +92+1.8% | Added |
| Clark Wealth Partners | 4,766 | $846.0K | 0.52% | +4,655+4,193.7% | Added |
| Cooper Financial Group | 5,329 | $847.2K | 0.09% | +280+5.5% | Added |
| Northern Financial Advisors Inc | 5,351 | $850.6K | 0.45% | +24+0.5% | Added |
| Fort Sheridan Advisors LLC | 5,360 | $852.0K | 0.11% | +103+2.0% | Added |
| Bank of New Hampshire | 5,368 | $853.3K | 0.20% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,371 | $853.8K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,381 | $855.4K | 0.03% | +221+4.3% | Added |
| A4 Wealth Advisors LLC | 5,382 | $855.5K | 0.72% | +5,382 | New |
| Bearing Point Capital, LLC | 5,407 | $859.5K | 0.15% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 5,426 | $862.5K | 0.17% | −250−4.4% | Reduced |
| Soltis Investment Advisors LLC | 5,428 | $862.8K | 0.06% | +80+1.5% | Added |
| FNY Investment Advisers, LLC | 5,437 | $864.0K | 0.28% | −2,196−28.8% | Reduced |
| Heritage Wealth Advisors | 5,436 | $864.1K | 0.04% | +5+0.1% | Added |
| Rogco, LP | 5,457 | $867.4K | 0.30% | −287−5.0% | Reduced |
| Johnson & White Wealth Management, LLC | 5,458 | $867.5K | 0.40% | +30+0.6% | Added |
| Clifford Group, LLC | 5,475 | $870.4K | 0.68% | −527−8.8% | Reduced |
| Mechanics Bank Trust Department | 5,491 | $872.8K | 0.12% | −240−4.2% | Reduced |
| Stonegate Management LLC | 5,500 | $874.3K | 0.58% | +5,500 | New |
| HBK Sorce Advisory LLC | 5,377 | $874.5K | 0.02% | −432−7.4% | Reduced |
| RiverFront Investment Group, LLC | 5,504 | $874.9K | 0.02% | +3,808+224.5% | Added |
| Diversify Wealth Management, LLC | 5,374 | $879.4K | 0.05% | −154−2.8% | Reduced |
| SGL Investment Advisors, Inc. | 5,392 | $882.4K | 0.37% | +188+3.6% | Added |
| Empower Advisory Group, LLC | 5,574 | $886.0K | 0.00% | +442+8.6% | Added |
| Evernest Financial Advisors, LLC | 5,597 | $889.7K | 0.25% | −53−0.9% | Reduced |
| Beacon Financial Group | 5,606 | $891.2K | 0.09% | −103−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,664 | $892.6K | 0.02% | +1,273+29.0% | Added |
| Sippican Capital Advisors | 5,645 | $897.3K | 0.59% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 5,672 | $901.6K | 0.29% | −447−7.3% | Reduced |
| L2 Asset Management, LLC | 5,704 | $906.7K | 0.13% | +233+4.3% | Added |
| Financial Advisors, LLC | 5,706 | $907.1K | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,618 | $909.0K | 0.01% | +5,618 | New |
| Gibbs Wealth Management | 5,744 | $913.0K | 0.21% | −1,265−18.0% | Reduced |
| Nations Financial Group Inc, | 5,745 | $913.3K | 0.06% | −17−0.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $916.2K | 0.21% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,768 | $916.9K | 0.24% | −3−0.1% | Reduced |
| Ocean Capital Management, LLC | 5,774 | $917.8K | 0.18% | +16+0.3% | Added |
| Clear Harbor Asset Management, LLC | 5,776 | $918.2K | 0.06% | +200+3.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,798 | $921.7K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,801 | $922.1K | 0.11% | +961+19.9% | Added |
| Lee Danner & Bass Inc | 5,814 | $924.2K | 0.07% | −13−0.2% | Reduced |
| Texas Capital Bancshares Inc | 5,832 | $927.1K | 0.36% | −3,138−35.0% | Reduced |
| Hollencrest Capital Management | 5,839 | $928.2K | 0.03% | +4,945+553.1% | Added |
| Angeles Wealth Management, LLC | 5,843 | $928.8K | 0.06% | +61+1.1% | Added |
| Adirondack Trust Co | 5,870 | $933.1K | 0.31% | −41−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,897 | $937.4K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 5,897 | $937.4K | 0.35% | +3,448+140.8% | Added |
| Welch & Forbes LLC | 5,898 | $937.5K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 5,904 | $938.5K | 0.42% | +1,189+25.2% | Added |
| Jefferies Financial Group Inc. | 5,904 | $938.5K | 0.01% | −34,719−85.5% | Reduced |
| Roberts Capital Advisors, LLC | 5,915 | $940.2K | 1.05% | −5,916−50.0% | Reduced |
| Sunbelt Securities, Inc. | 5,958 | $947.1K | 0.07% | −659−10.0% | Reduced |
| Berger Financial Group, Inc | 5,961 | $947.5K | 0.06% | −6−0.1% | Reduced |
| Oddo BHF Asset Management SAS | 5,966 | $948.4K | 0.04% | −7,000−54.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,966 | $948.5K | 0.00% | +1,467+32.6% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $953.8K | 0.14% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,031 | $958.7K | 0.10% | −62−1.0% | Reduced |
| First Foundation Advisors | 6,034 | $959.2K | 0.04% | +1,248+26.1% | Added |
| Affinity Investment Advisors, LLC | 6,044 | $960.8K | 0.65% | −234−3.7% | Reduced |
| BSW Wealth Partners | 6,045 | $960.9K | 0.12% | +346+6.1% | Added |
| Atticus Wealth Management, LLC | 6,049 | $961.6K | 0.24% | +1,927+46.7% | Added |
| Brookwood Investment Group LLC | 6,061 | $963.4K | 0.12% | +2,840+88.2% | Added |
| Essex Financial Services, Inc. | 6,061 | $963.5K | 0.06% | −842−12.2% | Reduced |
| SlateStone Wealth, LLC | 6,088 | $968.0K | 0.08% | +7+0.1% | Added |
| LM Advisors LLC | 6,104 | $970.0K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 6,115 | $972.0K | 0.30% | 00.0% | Unchanged |