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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $1.27M | 0.07% | −40−0.5% | Reduced |
| Dempze Nancy E | 8,000 | $1.27M | 0.70% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 8,007 | $1.27M | 0.06% | −1,698−17.5% | Reduced |
| Stratos Wealth Advisors, LLC | 8,012 | $1.27M | 0.06% | +302+3.9% | Added |
| Raab & Moskowitz Asset Management LLC | 8,016 | $1.27M | 0.28% | +11+0.1% | Added |
| Sage Mountain Advisors LLC | 8,022 | $1.28M | 0.07% | +309+4.0% | Added |
| Financial Management Professionals, Inc. | 8,038 | $1.28M | 0.13% | +228+2.9% | Added |
| BluePath Capital Management, LLC | 8,052 | $1.28M | 0.94% | +840+11.6% | Added |
| Avalon Trust Co | 8,089 | $1.29M | 0.08% | +89+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 8,090 | $1.29M | 0.22% | −80−1.0% | Reduced |
| Trust Point Inc. | 8,092 | $1.29M | 0.10% | −2,071−20.4% | Reduced |
| Clarendon Private LLC | 8,103 | $1.29M | 1.17% | −468−5.5% | Reduced |
| Fisher Funds Management LTD | 8,134 | $1.29M | 0.03% | +8,134 | New |
| Kingsview Wealth Management, LLC | 8,139 | $1.29M | 0.02% | +75+0.9% | Added |
| E&G Advisors, LP | 8,171 | $1.30M | 0.30% | −539−6.2% | Reduced |
| Journey Strategic Wealth LLC | 8,180 | $1.30M | 0.04% | +118+1.5% | Added |
| Terry L. Blaker | 8,187 | $1.30M | 0.05% | −140−1.7% | Reduced |
| Herold Advisors, Inc. | 8,215 | $1.31M | 0.30% | −357−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,257 | $1.31M | 0.30% | +481+6.2% | Added |
| Genesee Capital Advisors, LLC | 8,265 | $1.31M | 0.57% | +54+0.7% | Added |
| Eastern Bank | 8,276 | $1.32M | 0.02% | −364−4.2% | Reduced |
| CX Institutional | 8,353 | $1.33M | 0.04% | +518+6.6% | Added |
| CenterBook Partners LP | 8,357 | $1.33M | 0.07% | +8,357 | New |
| Spire Wealth Management | 8,386 | $1.33M | 0.05% | −368−4.2% | Reduced |
| Paladin Wealth, LLC | 8,393 | $1.33M | 0.97% | −368−4.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,399 | $1.34M | 0.06% | −725−7.9% | Reduced |
| FourThought Financial Partners, LLC | 8,433 | $1.34M | 0.12% | +224+2.7% | Added |
| Peoples Financial Services Corp. | 8,465 | $1.35M | 0.61% | −322−3.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,491 | $1.35M | 0.24% | −2,822−24.9% | Reduced |
| Sienna Gestion | 9,346 | $1.35M | 0.09% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $1.36M | 1.27% | 00.0% | Unchanged |
| bLong Financial, LLC | 8,559 | $1.36M | 0.95% | −100−1.2% | Reduced |
| OV Management LLC | 8,586 | $1.36M | 1.16% | +54+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 8,643 | $1.37M | 0.04% | +424+5.2% | Added |
| Sage Rhino Capital LLC | 8,648 | $1.37M | 0.27% | +551+6.8% | Added |
| Warren Averett Asset Management, LLC | 8,685 | $1.38M | 0.01% | +54+0.6% | Added |
| HM Payson & Co | 8,702 | $1.38M | 0.02% | +213+2.5% | Added |
| Buckley Wealth Management, LLC | 8,703 | $1.38M | 0.38% | −235−2.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,753 | $1.39M | 0.10% | +10+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 8,793 | $1.40M | 0.00% | −1,347,562−99.4% | Reduced |
| Asset Dedication, LLC | 8,822 | $1.40M | 0.09% | +1,362+18.3% | Added |
| First Bank & Trust | 8,839 | $1.41M | 0.24% | −424−4.6% | Reduced |
| Portfolio Design Labs, LLC | 8,889 | $1.41M | 0.24% | +8,889 | New |
| Strait & Sound Wealth Management LLC | 8,892 | $1.41M | 0.54% | +13+0.1% | Added |
| Bryn Mawr Trust Co | 8,917 | $1.42M | 0.03% | −20,452−69.6% | Reduced |
| Legacy Bridge, LLC | 8,918 | $1.42M | 0.59% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 8,937 | $1.42M | 0.61% | +525+6.2% | Added |
| Coppell Advisory Solutions LLC | 8,818 | $1.42M | 0.15% | +8,818 | New |
| SummitTX Capital, L.P. | 8,980 | $1.43M | 0.06% | +8,980 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,997 | $1.43M | 0.05% | +59+0.7% | Added |
| Northwest & Ethical Investments L.P. | 8,900 | $1.43M | 0.03% | +800+9.9% | Added |
| Relyea Zuckerberg Hanson LLC | 9,023 | $1.43M | 0.15% | −1,054−10.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,031 | $1.44M | 0.58% | +30+0.3% | Added |
| Regal Investment Advisors LLC | 9,065 | $1.44M | 0.09% | −614−6.3% | Reduced |
| Triangle Securities Wealth Management | 9,099 | $1.45M | 0.33% | +205+2.3% | Added |
| NCM Capital Management, LLC | 9,109 | $1.45M | 0.56% | +40.0% | Added |
| Howard Capital Management Inc. | 9,114 | $1.45M | 0.02% | −1,314−12.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 9,159 | $1.46M | 0.58% | −312−3.3% | Reduced |
| Everhart Financial Group, Inc. | 9,182 | $1.46M | 0.15% | +747+8.9% | Added |
| Silver Oak Securities, Inc | 9,214 | $1.46M | 0.11% | +7,859+580.0% | Added |
| Virtu Financial LLC | 9,229 | $1.47M | 0.08% | +9,229 | New |
| AlphaCore Capital LLC | 9,247 | $1.47M | 0.05% | +1,277+16.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,272 | $1.47M | 0.13% | +3,118+50.7% | Added |
| Wedbush Securities Inc | 9,283 | $1.48M | 0.05% | −202−2.1% | Reduced |
| Busey Wealth Management | 9,313 | $1.48M | 0.04% | +120+1.3% | Added |
| Pennsylvania Capital Management Inc | 9,321 | $1.48M | 0.43% | +6+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 9,053 | $1.48M | 0.18% | −16,568−64.7% | Reduced |
| Net Worth Advisory Group | 9,371 | $1.49M | 0.43% | −602−6.0% | Reduced |
| International Assets Investment Management, LLC | 10,595 | $1.49M | 0.12% | +10,595 | New |
| Hancock Whitney Corp | 9,406 | $1.50M | 0.03% | −49−0.5% | Reduced |
| KPP Advisory Services LLC | 9,449 | $1.50M | 0.22% | −2,546−21.2% | Reduced |
| W Advisors, LLC | 9,446 | $1.50M | 0.79% | +21+0.2% | Added |
| Investors Research Corp | 9,458 | $1.50M | 0.28% | −125−1.3% | Reduced |
| TRUE Private Wealth Advisors | 9,488 | $1.51M | 0.15% | +24+0.3% | Added |
| Portside Wealth Group, LLC | 9,527 | $1.51M | 0.21% | +154+1.6% | Added |
| Chung Wu Investment Group, LLC | 9,660 | $1.54M | 1.28% | +8,360+643.1% | Added |
| Donoghue Forlines LLC | 9,684 | $1.54M | 0.47% | −1,493−13.4% | Reduced |
| Savvy Advisors, Inc. | 9,803 | $1.56M | 0.07% | −2,792−22.2% | Reduced |
| Zions Bancorporation, National Association | 9,850 | $1.57M | 0.08% | −21,514−68.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,853 | $1.57M | 0.02% | −1,584−13.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,900 | $1.57M | 0.20% | +2,423+32.4% | Added |
| Adviser Investments LLC | 9,905 | $1.57M | 0.02% | −514−4.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,908 | $1.57M | 0.12% | +9,908 | New |
| SBI Securities Co., Ltd. | 9,924 | $1.58M | 0.04% | −1,494−13.1% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.58M | 0.14% | 00.0% | Unchanged |
| Delphi Management Inc | 9,961 | $1.58M | 1.47% | −1,360−12.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,603 | $1.59M | 0.04% | +979+11.4% | Added |
| First Citizens Financial Corp | 9,984 | $1.59M | 0.78% | +444+4.7% | Added |
| IFP Advisors, Inc | 10,088 | $1.60M | 0.04% | +1,787+21.5% | Added |
| Premier Path Wealth Partners, LLC | 10,090 | $1.60M | 0.21% | +9+0.1% | Added |
| Gryphon Financial Partners LLC | 10,111 | $1.61M | 0.18% | +420+4.3% | Added |
| Nilsine Partners, LLC | 10,191 | $1.62M | 0.15% | +591+6.2% | Added |
| Mesirow Financial Investment Management, Inc. | 10,206 | $1.62M | 0.03% | −89−0.9% | Reduced |
| Gallagher Capital Advisors, LLC | 10,037 | $1.63M | 0.94% | +68+0.7% | Added |
| Morse Asset Management, Inc | 10,231 | $1.63M | 0.32% | +776+8.2% | Added |
| Evelyn Partners Investment Management LLP | 10,265 | $1.63M | 0.05% | −1,250−10.9% | Reduced |
| AXA S.A. | 10,282 | $1.63M | 0.82% | −543,584−98.1% | Reduced |
| KLCM Advisors, Inc. | 10,295 | $1.64M | 0.16% | +738+7.7% | Added |
| Procyon Private Wealth Partners, LLC | 10,325 | $1.64M | 0.10% | +461+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,978 | $1.65M | 0.27% | +123+1.2% | Added |