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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 10,421 | $1.66M | 0.02% | −94,494−90.1% | Reduced |
| Congress Asset Management Co | 10,439 | $1.66M | 0.01% | −3,118−23.0% | Reduced |
| Parcion Private Wealth LLC | 10,571 | $1.68M | 0.10% | +643+6.5% | Added |
| Mork Capital Management, LLC | 10,670 | $1.70M | 1.17% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10,737 | $1.71M | 0.63% | −43−0.4% | Reduced |
| Tudor Investment Corp Et Al | 10,800 | $1.72M | 0.01% | −10,972−50.4% | Reduced |
| Twin Capital Management Inc | 10,934 | $1.74M | 0.22% | −147−1.3% | Reduced |
| Hartford Funds Management Co LLC | 10,974 | $1.74M | 0.15% | +3,558+48.0% | Added |
| Financial Engines Advisors L.L.C. | 11,014 | $1.75M | 0.00% | +292+2.7% | Added |
| Cape Ann Savings Bank | 11,040 | $1.75M | 0.94% | +703+6.8% | Added |
| Delta Asset Management LLC | 11,042 | $1.76M | 0.15% | −10−0.1% | Reduced |
| Advisors Preferred, LLC | 11,300 | $1.77M | 0.26% | 00.0% | Unchanged |
| Moment Partners, LLC | 11,160 | $1.77M | 0.31% | +1,793+19.1% | Added |
| Long Run Wealth Advisors, LLC | 11,169 | $1.78M | 0.35% | −1,116−9.1% | Reduced |
| Washington Trust Co | 11,175 | $1.78M | 0.06% | +260+2.4% | Added |
| VestGen Advisors, LLC | 11,190 | $1.78M | 0.06% | −678−5.7% | Reduced |
| Community Bank, N.A. | 11,226 | $1.78M | 0.22% | −162−1.4% | Reduced |
| Armis Advisers, LLC | 10,961 | $1.79M | 0.17% | −190−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 11,284 | $1.79M | 0.12% | +2,320+25.9% | Added |
| Wilkins Investment Counsel Inc | 11,299 | $1.80M | 0.25% | −50−0.4% | Reduced |
| Independence Bank of Kentucky | 11,327 | $1.80M | 0.23% | −416−3.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,330 | $1.80M | 0.01% | +2,488+28.1% | Added |
| Cigna Investments Inc | 11,344 | $1.80M | 0.26% | −67−0.6% | Reduced |
| Chemung Canal Trust Co | 11,360 | $1.81M | 0.36% | 00.0% | Unchanged |
| Ar Asset Management Inc | 11,400 | $1.81M | 0.38% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,430 | $1.82M | 0.07% | +901+8.6% | Added |
| Berkshire Asset Management LLC | 11,484 | $1.83M | 0.08% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 11,508 | $1.83M | 0.14% | +93+0.8% | Added |
| Advisors Capital Management, LLC | 11,520 | $1.83M | 0.02% | +1,524+15.2% | Added |
| Foster & Motley Inc | 11,559 | $1.84M | 0.10% | −453−3.8% | Reduced |
| Principle Wealth Partners LLC | 11,600 | $1.84M | 0.11% | −64−0.5% | Reduced |
| Larson Financial Group LLC | 11,659 | $1.85M | 0.07% | +967+9.0% | Added |
| Parsons Capital Management Inc | 11,696 | $1.86M | 0.11% | −975−7.7% | Reduced |
| Lee Financial Co | 11,792 | $1.87M | 0.24% | +275+2.4% | Added |
| Viewpoint Capital Management LLC | 11,894 | $1.89M | 0.83% | −225−1.9% | Reduced |
| BCS Private Wealth Management, Inc. | 11,947 | $1.90M | 0.68% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,951 | $1.90M | 0.05% | +2,025+20.4% | Added |
| MMBG Investment Advisors Co. | 12,065 | $1.92M | 0.17% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 12,080 | $1.92M | 0.71% | −4,564−27.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,103 | $1.92M | 0.05% | −1,037−7.9% | Reduced |
| First Citizens Bank & Trust Co | 12,143 | $1.93M | 0.04% | +890+7.9% | Added |
| Bard Financial Services, Inc. | 12,180 | $1.94M | 0.21% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,189 | $1.94M | 0.33% | −1,054−8.0% | Reduced |
| Evergreen Capital Management LLC | 12,347 | $1.96M | 0.05% | −533−4.1% | Reduced |
| Excalibur Management Corp | 12,352 | $1.96M | 0.71% | −240−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,517 | $1.99M | 0.05% | −354−2.8% | Reduced |
| Trustmark National Bank Trust Department | 12,533 | $1.99M | 0.13% | +293+2.4% | Added |
| Chatham Capital Group, Inc. | 12,556 | $2.00M | 0.29% | −1,245−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $2.00M | 0.53% | 00.0% | Unchanged |
| M&G Plc | 12,635 | $2.01M | 0.01% | +12,635 | New |
| Verdence Capital Advisors LLC | 12,105 | $2.01M | 0.12% | −4,311−26.3% | Reduced |
| Radnor Capital Management, LLC | 12,699 | $2.02M | 0.31% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 12,700 | $2.02M | 0.01% | +6,448+103.1% | Added |
| Brighton Jones LLC | 12,711 | $2.02M | 0.05% | +547+4.5% | Added |
| Greenwich Wealth Management LLC | 12,714 | $2.02M | 0.10% | −119−0.9% | Reduced |
| Lansing Street Advisors | 12,749 | $2.03M | 0.54% | −433−3.3% | Reduced |
| CFM Wealth Partners LLC | 12,828 | $2.04M | 0.30% | +1,339+11.7% | Added |
| Virtus Investment Advisers, Inc. | 12,855 | $2.04M | 0.59% | +12,855 | New |
| Mather Group, LLC. | 12,906 | $2.05M | 0.02% | +129+1.0% | Added |
| Convergence Investment Partners, LLC | 12,962 | $2.06M | 0.46% | −450−3.4% | Reduced |
| Westpac Banking Corp | 12,974 | $2.06M | 0.13% | −31,551−70.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 13,034 | $2.07M | 0.12% | +13,034 | New |
| Harfst & Associates, Inc. | 13,152 | $2.09M | 0.39% | +99+0.8% | Added |
| Garner Asset Management Corp | 13,203 | $2.10M | 0.85% | +1,147+9.5% | Added |
| Moss Adams Wealth Advisors LLC | 13,222 | $2.10M | 0.16% | +65+0.5% | Added |
| Mutual Advisors, LLC | 13,232 | $2.11M | 0.05% | +772+6.2% | Added |
| Great Diamond Partners, LLC | 13,273 | $2.11M | 0.41% | −88−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,366 | $2.12M | 0.16% | +252+1.9% | Added |
| NBT Bank N A | 13,496 | $2.14M | 0.14% | −10.0% | Reduced |
| Silvercrest Asset Management Group LLC | 13,479 | $2.14M | 0.01% | +203+1.5% | Added |
| AlTi Global, Inc. | 13,494 | $2.14M | 0.05% | +302+2.3% | Added |
| Systematic Financial Management LP | 13,500 | $2.15M | 0.05% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 13,561 | $2.16M | 1.72% | +850+6.7% | Added |
| Aventura Private Wealth, LLC | 13,583 | $2.16M | 0.80% | −177−1.3% | Reduced |
| Quent Capital, LLC | 13,701 | $2.18M | 0.18% | +107+0.8% | Added |
| Quadcap Wealth Management, LLC | 13,739 | $2.18M | 0.26% | −221−1.6% | Reduced |
| Norden Group LLC | 13,849 | $2.20M | 0.22% | +372+2.8% | Added |
| Tocqueville Asset Management L.P. | 13,890 | $2.21M | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,238 | $2.22M | 0.08% | +714+5.3% | Added |
| TownSquare Capital, LLC | 13,973 | $2.22M | 0.34% | −4,213−23.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,024 | $2.23M | 0.06% | −235−1.6% | Reduced |
| Trust Co of Vermont | 14,039 | $2.23M | 0.10% | −262−1.8% | Reduced |
| Wellington Shields Capital Management, LLC | 14,044 | $2.23M | 0.34% | −2,657−15.9% | Reduced |
| Northstar Advisory Group, LLC | 14,062 | $2.24M | 0.91% | +11,394+427.1% | Added |
| Chesapeake Wealth Management | 14,089 | $2.24M | 0.68% | +23+0.2% | Added |
| Compton Wealth Advisory Group, LLC | 14,125 | $2.25M | 0.52% | +50.0% | Added |
| LS Investment Advisors, LLC | 14,165 | $2.25M | 0.32% | −735−4.9% | Reduced |
| Diligent Investors, LLC | 14,220 | $2.26M | 0.57% | +70.0% | Added |
| XTX Topco Ltd | 14,240 | $2.26M | 0.12% | −1,615−10.2% | Reduced |
| Diversify Advisory Services, LLC | 13,878 | $2.27M | 0.08% | −2,270−14.1% | Reduced |
| Trust Asset Management LLC | 14,311 | $2.27M | 0.16% | 00.0% | Unchanged |
| Courier Capital LLC | 14,372 | $2.28M | 0.13% | −71−0.5% | Reduced |
| TLWM | 14,546 | $2.31M | 0.42% | +755+5.5% | Added |
| Prospera Financial Services Inc | 14,566 | $2.32M | 0.04% | −10,521−41.9% | Reduced |
| Northcape Wealth Management, LLC | 14,647 | $2.33M | 0.68% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 14,695 | $2.33M | 0.46% | +1,943+15.2% | Added |
| Williams Jones Wealth Management, LLC. | 14,695 | $2.34M | 0.03% | −325−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 14,858 | $2.34M | 0.29% | −673−4.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,750 | $2.34M | 0.12% | −406−2.7% | Reduced |
| AMG National Trust Bank | 14,800 | $2.35M | 0.06% | −652−4.2% | Reduced |