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
- 2,265
- +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
- 818 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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 19,377 | $3.08M | 0.95% | −511−2.6% | Reduced |
| Caldwell Trust Co | 19,505 | $3.10M | 0.29% | −88−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 19,628 | $3.12M | 0.43% | +657+3.5% | Added |
| Baldwin Investment Management, LLC | 19,672 | $3.13M | 0.36% | −195−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 19,925 | $3.17M | 0.06% | +414+2.1% | Added |
| D L Carlson Investment Group Inc | 20,003 | $3.18M | 0.53% | +1,166+6.2% | Added |
| Werlinich Asset Management, LLC | 20,070 | $3.19M | 1.59% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,151 | $3.20M | 0.10% | −652−3.1% | Reduced |
| Atomi Financial Group, Inc. | 20,294 | $3.23M | 0.10% | +750+3.8% | Added |
| Fundamentun, LLC | 20,307 | $3.23M | 0.13% | −145−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,352 | $3.24M | 0.03% | −785−3.7% | Reduced |
| Capital Investment Advisors, LLC | 20,638 | $3.28M | 0.05% | −2,526−10.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,646 | $3.28M | 0.17% | −410−1.9% | Reduced |
| Alaethes Wealth LLC | 20,661 | $3.28M | 0.93% | −2,335−10.2% | Reduced |
| AIA Group Ltd | 20,671 | $3.29M | 0.06% | +7,797+60.6% | Added |
| Hurley Capital, LLC | 20,687 | $3.29M | 1.85% | +15+0.1% | Added |
| Paradigm Asset Management Co LLC | 20,700 | $3.29M | 0.76% | 00.0% | Unchanged |
| Jump Financial, LLC | 20,719 | $3.29M | 0.04% | −4,148−16.7% | Reduced |
| KCM Investment Advisors LLC | 20,758 | $3.30M | 0.11% | +205+1.0% | Added |
| Regions Financial Corp | 20,801 | $3.31M | 0.02% | +165+0.8% | Added |
| Pensionmark Financial Group, LLC | 20,866 | $3.32M | 0.07% | −210−1.0% | Reduced |
| GM Advisory Group, Inc. | 20,949 | $3.33M | 0.14% | +102+0.5% | Added |
| True North Advisors, LLC | 21,170 | $3.37M | 0.53% | −1,201−5.4% | Reduced |
| Farther Finance Advisors, LLC | 21,232 | $3.38M | 0.05% | +4,230+24.9% | Added |
| CBOE Vest Financial, LLC | 21,239 | $3.38M | 0.04% | +4,087+23.8% | Added |
| River Street Advisors LLC | 21,324 | $3.39M | 1.31% | +163+0.8% | Added |
| Syon Capital LLC | 21,460 | $3.41M | 0.18% | +3,255+17.9% | Added |
| AE Wealth Management LLC | 21,543 | $3.42M | 0.02% | +2,983+16.1% | Added |
| IFG Advisory, LLC | 21,570 | $3.43M | 0.16% | −197−0.9% | Reduced |
| William B. Walkup & Associates, Inc. | 21,607 | $3.43M | 1.84% | −58−0.3% | Reduced |
| Voleon Capital Management LP | 21,701 | $3.45M | 0.08% | −5,599−20.5% | Reduced |
| TCTC Holdings, LLC | 21,762 | $3.46M | 0.10% | −50−0.2% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $3.47M | 0.11% | 00.0% | Unchanged |
| Tema ETFs LLC | 21,837 | $3.47M | 0.29% | +21,837 | New |
| Wealthspire Advisors, LLC | 22,143 | $3.52M | 0.02% | −2,404−9.8% | Reduced |
| Arkadios Wealth Advisors | 22,200 | $3.53M | 0.09% | +1,607+7.8% | Added |
| Am Investment Strategies LLC | 22,200 | $3.53M | 0.77% | +131+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,238 | $3.53M | 0.07% | +2,502+12.7% | Added |
| MainStreet Investment Advisors LLC | 22,272 | $3.54M | 0.48% | −1,614−6.8% | Reduced |
| Asio Capital, LLC | 22,332 | $3.55M | 0.53% | +937+4.4% | Added |
| Bartlett & Co. Wealth Management LLC | 22,406 | $3.56M | 0.05% | −2,483−10.0% | Reduced |
| Fulton Bank, N.A. | 22,490 | $3.58M | 0.12% | −6,124−21.4% | Reduced |
| YHB Investment Advisors, Inc. | 22,608 | $3.59M | 0.26% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 22,698 | $3.61M | 0.15% | −300−1.3% | Reduced |
| Lipe & Dalton | 22,754 | $3.62M | 1.79% | −373−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 22,927 | $3.64M | 0.03% | +11,311+97.4% | Added |
| Graphene Investments SAS | 23,000 | $3.66M | 2.31% | 00.0% | Unchanged |
| Brookstone Capital Management | 23,142 | $3.68M | 0.04% | +551+2.4% | Added |
| J.W. Cole Advisors, Inc. | 23,195 | $3.69M | 0.07% | +199+0.9% | Added |
| Brown Brothers Harriman & Co | 23,260 | $3.70M | 0.02% | +1,317+6.0% | Added |
| Laurion Capital Management LP | 23,345 | $3.71M | 0.51% | +23,345 | New |
| Canandaigua National Bank & Trust Co | 23,466 | $3.73M | 0.33% | −302−1.3% | Reduced |
| Concord Wealth Partners | 23,710 | $3.77M | 0.52% | +20+0.1% | Added |
| Transcend Wealth Collective, LLC | 23,828 | $3.79M | 0.27% | −613−2.5% | Reduced |
| Concord Asset Management, LLC | 23,844 | $3.79M | 0.69% | +154+0.7% | Added |
| Ramirez Asset Management, Inc. | 23,846 | $3.79M | 0.53% | +7,556+46.4% | Added |
| Beacon Pointe Advisors, LLC | 23,878 | $3.80M | 0.03% | −1,246−5.0% | Reduced |
| Vestcor Inc | 23,926 | $3.80M | 0.11% | −1,093−4.4% | Reduced |
| LSV Asset Management | 24,227 | $3.85M | 0.01% | +12,147+100.6% | Added |
| Northeast Investment Management | 24,397 | $3.88M | 0.16% | −40.0% | Reduced |
| We Are One Seven, LLC | 24,454 | $3.89M | 0.09% | +3,660+17.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 24,654 | $3.92M | 0.10% | +24,654 | New |
| NorthRock Partners, LLC | 24,677 | $3.92M | 0.07% | +3,687+17.6% | Added |
| Meridian Wealth Management, LLC | 24,692 | $3.93M | 0.15% | −372−1.5% | Reduced |
| Skopos Labs, Inc. | 28,046 | $3.95M | 0.53% | −2,047−6.8% | Reduced |
| Stolper Co | 24,832 | $3.95M | 1.20% | +52+0.2% | Added |
| Burney Co | 24,893 | $3.96M | 0.13% | +398+1.6% | Added |
| Rossmore Private Capital | 24,971 | $3.97M | 0.43% | +602+2.5% | Added |
| Franklin Street Advisors Inc | 25,000 | $3.97M | 0.23% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 25,147 | $4.00M | 0.39% | +1,900+8.2% | Added |
| Community Trust & Investment Co | 25,155 | $4.00M | 0.22% | −799−3.1% | Reduced |
| Griffin Asset Management, Inc. | 25,192 | $4.00M | 0.45% | +569+2.3% | Added |
| Culbertson A N & Co Inc | 25,223 | $4.01M | 0.57% | +100+0.4% | Added |
| Trust Co of Toledo NA | 25,294 | $4.02M | 0.40% | +236+0.9% | Added |
| Stratos Wealth Partners, LTD. | 25,389 | $4.04M | 0.05% | +2,458+10.7% | Added |
| Global Retirement Partners, LLC | 25,482 | $4.05M | 0.09% | +1,833+7.8% | Added |
| Harbor Capital Advisors, Inc. | 25,553 | $4.06M | 0.32% | +682+2.7% | Added |
| Capital Asset Advisory Services LLC | 25,618 | $4.07M | 0.18% | +1,158+4.7% | Added |
| J. Safra Sarasin Holding AG | 25,629 | $4.07M | 0.07% | +1,128+4.6% | Added |
| Callan Family Office, LLC | 25,731 | $4.09M | 0.13% | −2,868−10.0% | Reduced |
| Smith, Salley & Associates | 25,745 | $4.09M | 0.21% | +4,375+20.5% | Added |
| Palisade Asset Management, LLC | 25,867 | $4.11M | 0.38% | +90.0% | Added |
| National Asset Management, Inc. | 25,931 | $4.12M | 0.20% | −1,046−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,176 | $4.16M | 0.29% | +19,182+274.3% | Added |
| Next Level Private LLC | 26,348 | $4.17M | 1.21% | +94+0.4% | Added |
| Dimension Capital Management LLC | 26,270 | $4.18M | 0.61% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26,508 | $4.21M | 0.76% | −7,305−21.6% | Reduced |
| Benjamin Edwards Inc | 26,615 | $4.23M | 0.05% | +505+1.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $4.26M | 0.04% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 26,977 | $4.29M | 0.28% | +7,465+38.3% | Added |
| K.J. Harrison & Partners Inc | 27,709 | $4.30M | 0.62% | −5,200−15.8% | Reduced |
| TD Private Client Wealth LLC | 27,174 | $4.32M | 0.10% | −10,971−28.8% | Reduced |
| Trilogy Capital Inc. | 27,319 | $4.34M | 0.20% | −672−2.4% | Reduced |
| Signaturefd, LLC | 27,324 | $4.34M | 0.07% | +364+1.4% | Added |
| Glass Wealth Management Co LLC | 27,326 | $4.34M | 1.94% | +2,990+12.3% | Added |
| Meyer Handelman Co | 27,338 | $4.35M | 0.14% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 27,351 | $4.35M | 0.37% | −120.0% | Reduced |
| Mirabaud & Cie SA | 27,747 | $4.41M | 1.40% | +415+1.5% | Added |
| Financial Advisory Service, Inc. | 27,754 | $4.41M | 0.30% | +1,173+4.4% | Added |
| Integrated Wealth Concepts LLC | 27,758 | $4.41M | 0.04% | +369+1.3% | Added |