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 |
|---|---|---|---|---|---|
| Waterfront Wealth Inc. | 14,882 | $2.36M | 0.48% | +108+0.7% | Added |
| Avestar Capital, LLC | 14,908 | $2.37M | 0.17% | −4,804−24.4% | Reduced |
| Mystic Asset Management, Inc. | 14,910 | $2.37M | 0.54% | −11−0.1% | Reduced |
| Trust Investment Advisors | 14,955 | $2.38M | 1.34% | +130+0.9% | Added |
| Insigneo Advisory Services, LLC | 14,976 | $2.38M | 0.17% | −135−0.9% | Reduced |
| Evoke Wealth, LLC | 14,990 | $2.38M | 0.05% | +4,235+39.4% | Added |
| EverSource Wealth Advisors, LLC | 15,002 | $2.38M | 0.09% | −233−1.5% | Reduced |
| Matrix Trust Co | 15,094 | $2.40M | 0.38% | −1,148−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,094 | $2.40M | 0.07% | −19,483−56.3% | Reduced |
| Snowden Capital Advisors LLC | 15,114 | $2.40M | 0.07% | +673+4.7% | Added |
| Wolff Wiese Magana LLC | 15,152 | $2.41M | 1.36% | −54−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 15,181 | $2.41M | 0.03% | +71+0.5% | Added |
| Capital Investment Advisory Services, LLC | 15,184 | $2.41M | 0.19% | +95+0.6% | Added |
| Galaxy Digital Capital Management GP LLC | 15,205 | $2.42M | 2.36% | +195+1.3% | Added |
| IPG Investment Advisors LLC | 15,216 | $2.42M | 0.43% | +414+2.8% | Added |
| Umpqua Bank | 14,892 | $2.42M | 0.68% | +451+3.1% | Added |
| New England Research & Management, Inc. | 15,275 | $2.43M | 1.12% | −244−1.6% | Reduced |
| Huntleigh Advisors, Inc. | 15,325 | $2.44M | 0.42% | +1,238+8.8% | Added |
| Pitcairn Co | 15,327 | $2.44M | 0.19% | −4,630−23.2% | Reduced |
| Myriad Asset Management US LP | 15,343 | $2.44M | 1.33% | +15,343 | New |
| Heritage Trust Co | 15,390 | $2.45M | 0.26% | +950+6.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $2.45M | 1.67% | −350−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 15,400 | $2.45M | 0.37% | +15,400 | New |
| NVWM, LLC | 15,415 | $2.45M | 0.55% | −192−1.2% | Reduced |
| Eisler Capital Management Ltd. | 15,254 | $2.46M | 0.06% | +15,166+17,234.1% | Added |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.46M | 0.76% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,605 | $2.48M | 0.17% | −911−5.5% | Reduced |
| Howland Capital Management LLC | 15,639 | $2.49M | 0.09% | −435−2.7% | Reduced |
| White Pine Capital LLC | 15,652 | $2.49M | 0.71% | −168−1.1% | Reduced |
| Aspen Grove Capital, LLC | 15,764 | $2.51M | 0.42% | −1,163−6.9% | Reduced |
| Centaurus Financial, Inc. | 15,795 | $2.51M | 0.12% | +3,543+28.9% | Added |
| Fortis Capital Advisors, LLC | 15,810 | $2.51M | 0.40% | +15,810 | New |
| Wealthcare Advisory Partners LLC | 15,846 | $2.52M | 0.05% | +316+2.0% | Added |
| Parkside Financial Bank & Trust | 15,850 | $2.52M | 0.20% | +808+5.4% | Added |
| Cookson Peirce & Co Inc | 15,936 | $2.53M | 0.10% | −317−2.0% | Reduced |
| Decatur Capital Management, Inc. | 15,995 | $2.54M | 1.01% | −10.0% | Reduced |
| Cherokee Insurance Co | 16,000 | $2.54M | 1.09% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 16,044 | $2.55M | 0.78% | +1,508+10.4% | Added |
| Charter Oak Capital Management, LLC | 16,086 | $2.56M | 0.20% | +52+0.3% | Added |
| 1st Source Bank | 16,114 | $2.56M | 0.14% | −37−0.2% | Reduced |
| Dynasty Wealth Management, LLC | 16,207 | $2.58M | 0.03% | +4,280+35.9% | Added |
| IFC Advisors LLC | 16,350 | $2.60M | 0.48% | +80.0% | Added |
| Somerset Trust Co | 16,460 | $2.62M | 0.81% | +161+1.0% | Added |
| Coastline Trust Co | 16,486 | $2.62M | 0.28% | −175−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.62M | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 16,608 | $2.64M | 0.09% | +1,192+7.7% | Added |
| King Luther Capital Management Corp | 16,647 | $2.65M | 0.01% | −2,709−14.0% | Reduced |
| Crestwood Advisors Group LLC | 16,684 | $2.65M | 0.05% | +529+3.3% | Added |
| Freedom Day Solutions, LLC | 16,736 | $2.66M | 0.72% | −708−4.1% | Reduced |
| Arrow Financial Corp | 16,832 | $2.68M | 0.27% | −130−0.8% | Reduced |
| NewEdge Wealth, LLC | 16,211 | $2.68M | 0.04% | −1,241−7.1% | Reduced |
| Institute for Wealth Management, LLC. | 16,846 | $2.68M | 0.28% | −259−1.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 16,851 | $2.68M | 0.05% | +9,706+135.8% | Added |
| Brown Financial Advisors | 16,907 | $2.69M | 0.99% | −155−0.9% | Reduced |
| Altman Advisors, Inc. | 16,908 | $2.69M | 1.03% | −115−0.7% | Reduced |
| Oak Asset Management, LLC | 16,928 | $2.69M | 0.92% | −650−3.7% | Reduced |
| Valeo Financial Advisors, LLC | 17,075 | $2.71M | 0.06% | −1,513−8.1% | Reduced |
| Quantbot Technologies LP | 17,098 | $2.72M | 0.07% | −17,553−50.7% | Reduced |
| Atlas Legacy Advisors, LLC | 17,161 | $2.73M | 0.53% | +7,785+83.0% | Added |
| Intrust Bank NA | 17,169 | $2.73M | 0.23% | −776−4.3% | Reduced |
| Ironwood Investment Counsel, LLC | 17,171 | $2.73M | 0.40% | −14−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,207 | $2.74M | 0.03% | −198−1.1% | Reduced |
| Smartleaf Asset Management LLC | 16,973 | $2.74M | 0.17% | +5,203+44.2% | Added |
| BOK Financial Private Wealth, Inc. | 17,252 | $2.74M | 0.17% | −127−0.7% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $2.75M | 0.09% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 17,414 | $2.77M | 0.04% | +353+2.1% | Added |
| Whittier Trust Co | 17,576 | $2.77M | 0.03% | −729−4.0% | Reduced |
| Abbot Financial Management, Inc. | 17,425 | $2.77M | 1.18% | −650−3.6% | Reduced |
| Wakefield Asset Management LLLP | 17,456 | $2.77M | 0.76% | −1,690−8.8% | Reduced |
| Mediolanum International Funds Ltd | 17,219 | $2.78M | 0.03% | +1,085+6.7% | Added |
| Krilogy Financial LLC | 16,820 | $2.78M | 0.10% | +2,819+20.1% | Added |
| Resources Investment Advisors, LLC. | 17,485 | $2.78M | 0.03% | +1,440+9.0% | Added |
| PFG Investments, LLC | 17,616 | $2.80M | 0.15% | −493−2.7% | Reduced |
| Schear Investment Advisers, LLC | 17,664 | $2.81M | 1.25% | +204+1.2% | Added |
| Rydar Equities, Inc. | 17,920 | $2.81M | 2.25% | −1,437−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 17,759 | $2.82M | 0.04% | −528−2.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 17,893 | $2.84M | 0.33% | +17,893 | New |
| Strategic Advisors LLC | 17,908 | $2.85M | 0.46% | +33+0.2% | Added |
| Hall Laurie J Trustee | 18,000 | $2.86M | 0.93% | 00.0% | Unchanged |
| Shaker Investments LLC | 18,013 | $2.86M | 1.15% | −35−0.2% | Reduced |
| Fulcrum Asset Management LLP | 18,062 | $2.87M | 0.80% | −502−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 18,134 | $2.88M | 0.19% | +159+0.9% | Added |
| Davenport & Co LLC | 18,138 | $2.88M | 0.02% | −11,853−39.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,175 | $2.89M | 0.07% | +1,505+9.0% | Added |
| Granite Group Advisors, LLC | 18,181 | $2.89M | 1.75% | +10.0% | Added |
| Acropolis Investment Management, LLC | 20,656 | $2.91M | 0.15% | +2,096+11.3% | Added |
| Texas Yale Capital Corp. | 18,350 | $2.92M | 0.09% | −30−0.2% | Reduced |
| Capital Investment Counsel, Inc | 18,371 | $2.92M | 0.36% | −480−2.5% | Reduced |
| Ascent Group, LLC | 18,380 | $2.92M | 0.10% | +7,999+77.1% | Added |
| JPL Wealth Management, LLC | 18,398 | $2.92M | 0.69% | +14+0.1% | Added |
| Qtron Investments LLC | 18,410 | $2.93M | 0.36% | +2,259+14.0% | Added |
| Aaron Wealth Advisors | 18,424 | $2.93M | 0.18% | +8,965+94.8% | Added |
| Choate Investment Advisors | 18,485 | $2.94M | 0.06% | −32−0.2% | Reduced |
| Insight Inv LLC | 18,619 | $2.96M | 1.74% | +945+5.3% | Added |
| Moloney Securities Asset Management, LLC | 18,797 | $2.99M | 0.36% | −1,998−9.6% | Reduced |
| Covenant Asset Management, LLC | 18,886 | $3.00M | 0.57% | −40.0% | Reduced |
| Mirabella Financial Services LLP | 18,925 | $3.00M | 0.26% | +11,386+151.0% | Added |
| Hudson Canyon Capital Management | 18,385 | $3.01M | 1.73% | −614−3.2% | Reduced |
| Harvest Investment Advisors, LLC | 18,994 | $3.02M | 1.77% | −335−1.7% | Reduced |
| Belpointe Asset Management LLC | 19,023 | $3.02M | 0.12% | +15,453+432.9% | Added |