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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 6,121 | $973.0K | 0.05% | −37−0.6% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $973.6K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,172 | $981.1K | 0.01% | −15,156−71.1% | Reduced |
| Legacy Financial Advisors, Inc. | 6,174 | $981.4K | 0.14% | +14+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 6,194 | $984.6K | 0.53% | −2,093−25.3% | Reduced |
| Resurgent Financial Advisors LLC | 6,200 | $985.6K | 0.48% | −2,321−27.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $985.6K | 0.21% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,215 | $987.9K | 0.68% | +985+18.8% | Added |
| Los Angeles Capital Management LLC | 6,219 | $988.6K | 0.00% | −687−9.9% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $992.4K | 0.43% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,258 | $994.8K | 0.50% | −105−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 6,328 | $1.01M | 0.02% | +968+18.1% | Added |
| RFG Advisory, LLC | 6,355 | $1.01M | 0.02% | −2,743−30.1% | Reduced |
| Symmetry Investments LP | 6,360 | $1.01M | 0.08% | +6,360 | New |
| RMR Wealth Builders | 6,374 | $1.01M | 0.08% | +246+4.0% | Added |
| Somerville Kurt F | 6,375 | $1.01M | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,387 | $1.02M | 0.19% | +369+6.1% | Added |
| Clear Street Markets LLC | 6,391 | $1.02M | 0.33% | +4,360+214.7% | Added |
| Eads & Heald Wealth Management | 6,425 | $1.02M | 0.49% | −290−4.3% | Reduced |
| Bridgewater Advisors Inc. | 6,278 | $1.02M | 0.07% | +65+1.0% | Added |
| Daymark Wealth Partners, LLC | 6,447 | $1.02M | 0.03% | +792+14.0% | Added |
| Advisory Alpha, LLC | 6,612 | $1.03M | 0.03% | +2,239+51.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,469 | $1.03M | 0.00% | +3,880+149.9% | Added |
| Arbor Investment Advisors, LLC | 6,477 | $1.03M | 0.13% | +1,079+20.0% | Added |
| Klingman & Associates, LLC | 6,479 | $1.03M | 0.05% | +2,273+54.0% | Added |
| Cidel Asset Management Inc | 6,484 | $1.03M | 0.06% | −477−6.9% | Reduced |
| Carlson Capital L P | 6,500 | $1.03M | 0.59% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,542 | $1.04M | 0.06% | −119−1.8% | Reduced |
| Csenge Advisory Group | 6,546 | $1.04M | 0.05% | −1,310−16.7% | Reduced |
| PDS Planning, Inc | 6,548 | $1.04M | 0.07% | +5+0.1% | Added |
| Strategic Blueprint, LLC | 6,557 | $1.04M | 0.05% | +115+1.8% | Added |
| Personal Cfo Solutions, LLC | 6,573 | $1.04M | 0.18% | −80−1.2% | Reduced |
| Mindset Wealth Management, LLC | 6,582 | $1.05M | 0.29% | +27+0.4% | Added |
| Mechanics Financial Corp | 6,596 | $1.05M | 0.40% | +115+1.8% | Added |
| Jmac Enterprises LLC | 6,600 | $1.05M | 0.21% | −500−7.0% | Reduced |
| Harbor Advisors LLC | 6,608 | $1.05M | 0.16% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $1.05M | 0.18% | 00.0% | Unchanged |
| Zhang Financial LLC | 6,651 | $1.06M | 0.04% | +288+4.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,692 | $1.06M | 0.07% | +236+3.7% | Added |
| Robotti Robert | 6,715 | $1.07M | 0.19% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $1.07M | 0.21% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,735 | $1.07M | 0.26% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,761 | $1.07M | 0.07% | −243−3.5% | Reduced |
| Davis R M Inc | 6,837 | $1.09M | 0.02% | +418+6.5% | Added |
| Empire Financial Management Company, LLC | 6,879 | $1.09M | 0.25% | −83−1.2% | Reduced |
| Bank of Jackson Hole Trust | 6,898 | $1.10M | 0.55% | −20−0.3% | Reduced |
| Pacitti Group Inc. | 6,967 | $1.11M | 0.43% | +23+0.3% | Added |
| Ausdal Financial Partners, Inc. | 6,979 | $1.11M | 0.05% | +871+14.3% | Added |
| Independent Investors Inc | 6,983 | $1.11M | 0.21% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,993 | $1.11M | 0.04% | +126+1.8% | Added |
| Goldstone Financial Group, LLC | 6,993 | $1.11M | 0.13% | −20−0.3% | Reduced |
| Parkside Investments, LLC | 7,000 | $1.11M | 0.14% | −500−6.7% | Reduced |
| Arista Wealth Management, LLC | 7,000 | $1.11M | 0.14% | +2,000+40.0% | Added |
| Johnson Investment Counsel Inc | 7,001 | $1.11M | 0.01% | −45−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,022 | $1.12M | 0.07% | +209+3.1% | Added |
| Inscription Capital, LLC | 7,027 | $1.12M | 0.12% | +2,166+44.6% | Added |
| Destination Wealth Management | 7,038 | $1.12M | 0.03% | +1,413+25.1% | Added |
| Versant Capital Management, Inc | 7,058 | $1.12M | 0.15% | +2,893+69.5% | Added |
| Pictet & Cie (Europe) SA | 7,061 | $1.12M | 0.02% | −504−6.7% | Reduced |
| Keel Point, LLC | 7,085 | $1.13M | 0.07% | +211+3.1% | Added |
| Kathmere Capital Management, LLC | 7,130 | $1.13M | 0.08% | +1,379+24.0% | Added |
| Gladstone Institutional Advisory LLC | 7,141 | $1.14M | 0.04% | +503+7.6% | Added |
| Icon Wealth Advisors, LLC | 7,152 | $1.14M | 0.08% | −127−1.7% | Reduced |
| Visionary Wealth Advisors | 7,206 | $1.15M | 0.05% | −307−4.1% | Reduced |
| Berkshire Bank | 7,242 | $1.15M | 0.25% | −294−3.9% | Reduced |
| Triad Wealth Partners, LLC | 7,258 | $1.15M | 0.15% | +579+8.7% | Added |
| GTS Securities LLC | 7,288 | $1.16M | 0.04% | +2,895+65.9% | Added |
| MidWestOne Financial Group, Inc. | 7,333 | $1.17M | 0.14% | +25+0.3% | Added |
| David Loasby | 7,479 | $1.17M | 0.09% | +51+0.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.17M | 0.12% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7,400 | $1.18M | 0.73% | +34+0.5% | Added |
| IHT Wealth Management, LLC | 7,445 | $1.19M | 0.03% | +572+8.3% | Added |
| Catalyst Financial Partners LLC | 7,491 | $1.19M | 0.14% | +204+2.8% | Added |
| Modera Wealth Management, LLC | 7,515 | $1.19M | 0.01% | −247−3.2% | Reduced |
| Westover Capital Advisors, LLC | 7,530 | $1.20M | 0.22% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,575 | $1.20M | 0.56% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,577 | $1.20M | 0.14% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,580 | $1.20M | 0.51% | −2,973−28.2% | Reduced |
| Old National Bancorp | 7,583 | $1.21M | 0.02% | −770−9.2% | Reduced |
| Operose Advisors LLC | 7,607 | $1.21M | 0.30% | 00.0% | Unchanged |
| Verity & Verity, LLC | 7,620 | $1.21M | 0.10% | −1,152−13.1% | Reduced |
| Private Trust Co NA | 7,622 | $1.21M | 0.11% | −363−4.5% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.21M | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 7,663 | $1.22M | 0.33% | −7,856−50.6% | Reduced |
| Sather Financial Group Inc | 7,671 | $1.22M | 0.07% | +647+9.2% | Added |
| Bank of Stockton | 7,693 | $1.22M | 0.35% | +256+3.4% | Added |
| Orion Capital Management LLC | 7,710 | $1.23M | 0.43% | −50−0.6% | Reduced |
| Rothschild Investment LLC | 7,750 | $1.23M | 0.07% | +699+9.9% | Added |
| Charles Schwab Trust Co | 7,807 | $1.24M | 0.08% | +84+1.1% | Added |
| Corsair Capital Management, L.P. | 7,814 | $1.24M | 0.22% | 00.0% | Unchanged |
| First Horizon Corp | 7,839 | $1.25M | 0.06% | +7,839 | New |
| Western Wealth Management, LLC | 7,863 | $1.25M | 0.07% | +8+0.1% | Added |
| Mission Wealth Management, LP | 7,876 | $1.25M | 0.03% | −581−6.9% | Reduced |
| Longfellow Investment Management Co LLC | 7,885 | $1.25M | 0.30% | −2,040−20.6% | Reduced |
| Fort Point Capital Partners LLC | 7,897 | $1.26M | 0.16% | −891−10.1% | Reduced |
| CFS Investment Advisory Services, LLC | 7,666 | $1.26M | 0.09% | +330+4.5% | Added |
| CVA Family Office, LLC | 7,932 | $1.26M | 0.16% | +36+0.5% | Added |
| TigerOak Management, L.L.C. | 7,942 | $1.26M | 0.39% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,944 | $1.26M | 0.07% | +191+2.5% | Added |
| Breakwater Capital Group | 7,946 | $1.26M | 0.19% | −52−0.7% | Reduced |