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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 27,765 | $4.41M | 0.21% | +764+2.8% | Added |
| Greenleaf Trust | 27,871 | $4.43M | 0.04% | −844−2.9% | Reduced |
| Stephens Inc | 28,253 | $4.49M | 0.06% | −809−2.8% | Reduced |
| Alerus Financial NA | 28,287 | $4.50M | 0.23% | +219+0.8% | Added |
| Summit Trail Advisors, LLC | 28,407 | $4.52M | 0.06% | +4,840+20.5% | Added |
| Bleakley Financial Group, LLC | 29,020 | $4.61M | 0.11% | −1,423−4.7% | Reduced |
| Americana Partners, LLC | 29,052 | $4.62M | 0.14% | −3,271−10.1% | Reduced |
| Capital International Ltd | 29,070 | $4.62M | 0.17% | −353−1.2% | Reduced |
| StoneX Group Inc. | 29,266 | $4.65M | 0.20% | −7,014−19.3% | Reduced |
| New Millennium Group LLC | 29,390 | $4.67M | 2.14% | +29,361+101,244.8% | Added |
| HCR Wealth Advisors | 30,250 | $4.70M | 0.49% | +570+1.9% | Added |
| Quest Partners LLC | 29,568 | $4.70M | 0.31% | +23,599+395.4% | Added |
| CoreCap Advisors, LLC | 29,597 | $4.70M | 0.17% | +26,914+1,003.1% | Added |
| AustralianSuper Pty Ltd | 29,718 | $4.72M | 0.02% | +1,238+4.3% | Added |
| Fidelis Capital Partners, LLC | 29,845 | $4.74M | 0.37% | +364+1.2% | Added |
| Adell Harriman & Carpenter Inc | 29,941 | $4.76M | 0.29% | −3,363−10.1% | Reduced |
| Gifford Fong Associates | 30,000 | $4.77M | 1.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 30,158 | $4.79M | 0.28% | −478−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $4.82M | 0.32% | −891−2.9% | Reduced |
| GAMMA Investing LLC | 30,444 | $4.84M | 0.27% | +2,123+7.5% | Added |
| Dana Investment Advisors, Inc. | 30,454 | $4.84M | 0.14% | −4,172−12.0% | Reduced |
| Central Trust Co | 30,577 | $4.86M | 0.10% | −484−1.6% | Reduced |
| Salem Investment Counselors Inc | 30,591 | $4.86M | 0.14% | +307+1.0% | Added |
| Sowell Financial Services LLC | 30,854 | $4.90M | 0.19% | +9,619+45.3% | Added |
| Sculati Wealth Management, LLC | 30,978 | $4.92M | 1.74% | −194−0.6% | Reduced |
| Weiss Asset Management LP | 31,136 | $4.95M | 0.07% | +31,136 | New |
| Mattson Financial Services, LLC | 31,351 | $4.98M | 1.19% | −92−0.3% | Reduced |
| Rokos Capital Management LLP | 31,392 | $4.99M | 0.06% | −1,199,074−97.4% | Reduced |
| Polar Asset Management Partners Inc. | 31,400 | $4.99M | 0.10% | +23,800+313.2% | Added |
| South State Corp. | 31,502 | $5.01M | 0.23% | −1,440−4.4% | Reduced |
| Moody National Bank Trust Division | 31,605 | $5.02M | 0.42% | +981+3.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 31,684 | $5.04M | 2.58% | −243−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 31,774 | $5.05M | 0.09% | −9,626−23.3% | Reduced |
| Advisory Services Network, LLC | 31,800 | $5.05M | 0.07% | +1,630+5.4% | Added |
| Sigma Planning Corp | 31,814 | $5.06M | 0.14% | −876−2.7% | Reduced |
| Cresset Asset Management, LLC | 32,018 | $5.09M | 0.02% | +3,287+11.4% | Added |
| Scholtz & Company, LLC | 32,118 | $5.11M | 2.24% | −1,842−5.4% | Reduced |
| Lincluden Management Ltd | 32,146 | $5.11M | 0.57% | −240−0.7% | Reduced |
| Everence Capital Management Inc | 32,291 | $5.13M | 0.31% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 32,301 | $5.13M | 0.47% | −5,994−15.7% | Reduced |
| First National Advisers, LLC | 32,539 | $5.17M | 0.70% | +714+2.2% | Added |
| First National Bank of Omaha | 32,768 | $5.21M | 0.33% | −1,525−4.4% | Reduced |
| Equitable Holdings, Inc. | 32,804 | $5.21M | 0.04% | +1,362+4.3% | Added |
| Union Heritage Capital, LLC | 32,814 | $5.22M | 1.69% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 32,906 | $5.23M | 0.50% | +23,625+254.6% | Added |
| Change Path, LLC | 33,001 | $5.25M | 0.13% | +7,635+30.1% | Added |
| Forum Financial Management, LP | 33,094 | $5.26M | 0.07% | +2,054+6.6% | Added |
| Brasada Capital Management, LP | 33,992 | $5.28M | 0.90% | +1,007+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 33,262 | $5.29M | 0.10% | +9,692+41.1% | Added |
| Perigon Wealth Management, LLC | 33,270 | $5.29M | 0.11% | +1,869+6.0% | Added |
| New Age Alpha Advisors, LLC | 33,688 | $5.36M | 0.23% | −658−1.9% | Reduced |
| Northwest Bancshares, Inc. | 33,764 | $5.37M | 0.89% | −1,559−4.4% | Reduced |
| Core Alternative Capital | 33,819 | $5.38M | 1.56% | −5,771−14.6% | Reduced |
| Dynamic Advisor Solutions LLC | 33,897 | $5.39M | 0.16% | +148+0.4% | Added |
| Simon Quick Advisors, LLC | 33,950 | $5.40M | 0.24% | −4,082−10.7% | Reduced |
| Sterling Capital Management LLC | 33,978 | $5.40M | 0.08% | −1,469−4.1% | Reduced |
| Commerzbank Aktiengesellschaft | 34,072 | $5.42M | 0.11% | +34,072 | New |
| RNC Capital Management LLC | 34,081 | $5.42M | 0.25% | −369−1.1% | Reduced |
| Compagnie Lombard Odier SCmA | 34,100 | $5.42M | 0.06% | +350+1.0% | Added |
| Cullinan Associates Inc | 34,150 | $5.43M | 0.35% | −6,322−15.6% | Reduced |
| Plato Investment Management Ltd | 34,595 | $5.46M | 0.37% | +1,735+5.3% | Added |
| Carret Asset Management, LLC | 34,464 | $5.48M | 0.53% | −450−1.3% | Reduced |
| Financial Advisory Partners, LLC | 34,464 | $5.48M | 1.60% | −401−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 34,508 | $5.49M | 0.07% | +732+2.2% | Added |
| Ci Investments Inc. | 34,617 | $5.50M | 0.02% | +28,863+501.6% | Added |
| KMG Fiduciary Partners, LLC | 34,756 | $5.52M | 0.37% | 00.0% | Unchanged |
| Logan Capital Management Inc | 35,032 | $5.57M | 0.23% | +1,059+3.1% | Added |
| Shorepoint Capital Partners LLC | 35,060 | $5.57M | 1.11% | +35,060 | New |
| Capital Group Private Client Services, Inc. | 35,182 | $5.59M | 0.09% | −139,444−79.9% | Reduced |
| S&CO Inc | 35,242 | $5.60M | 0.34% | −910−2.5% | Reduced |
| Morangie Management LLC | 35,377 | $5.62M | 4.85% | +1,471+4.3% | Added |
| Hamilton Capital Partners Inc. | 35,452 | $5.64M | 0.23% | −6,096−14.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 35,747 | $5.68M | 0.21% | +1,541+4.5% | Added |
| Ritholtz Wealth Management | 35,783 | $5.69M | 0.11% | +2,613+7.9% | Added |
| Inspire Trust Co, N.A. | 36,000 | $5.72M | 1.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 36,020 | $5.73M | 0.29% | −350−1.0% | Reduced |
| Sandy Cove Advisors, LLC | 36,088 | $5.74M | 1.83% | +65+0.2% | Added |
| Cito Capital Group, LLC | 36,155 | $5.75M | 1.67% | −3,000−7.7% | Reduced |
| NBC Securities, Inc. | 36,162 | $5.75M | 0.44% | +1,049+3.0% | Added |
| Capital Investment Counsel, LLC | 36,671 | $5.83M | 0.86% | +835+2.3% | Added |
| Savant Capital, LLC | 36,969 | $5.88M | 0.04% | +1,482+4.2% | Added |
| Mayflower Financial Advisors, LLC | 37,257 | $5.92M | 0.74% | −1,059−2.8% | Reduced |
| Cypress Financial Planning LLC | 37,717 | $6.00M | 1.84% | +40.0% | Added |
| Frank, Rimerman Advisors LLC | 37,974 | $6.04M | 0.39% | +188+0.5% | Added |
| Quadrant Capital Group LLC | 38,049 | $6.05M | 0.20% | +248+0.7% | Added |
| DRW Securities, LLC | 38,411 | $6.11M | 0.31% | +22,169+136.5% | Added |
| Cary Street Partners Financial LLC | 38,580 | $6.13M | 0.16% | −1,615−4.0% | Reduced |
| Wetherby Asset Management Inc | 38,657 | $6.14M | 0.25% | +1,044+2.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,667 | $6.15M | 0.09% | −740−1.9% | Reduced |
| HighPoint Advisor Group LLC | 38,732 | $6.16M | 0.29% | −2,328−5.7% | Reduced |
| Dark Forest Capital Management LP | 38,751 | $6.16M | 0.23% | −55,836−59.0% | Reduced |
| Stock Yards Bank & Trust Co | 38,985 | $6.20M | 0.19% | −123−0.3% | Reduced |
| Principal Securities, Inc. | 39,375 | $6.26M | 0.10% | +575+1.5% | Added |
| V-Square Quantitative Management LLC | 39,470 | $6.27M | 1.06% | +1,686+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 39,590 | $6.29M | 0.22% | +793+2.0% | Added |
| Clearstead Advisors, LLC | 39,695 | $6.31M | 0.09% | +2,625+7.1% | Added |
| Torray LLC | 39,732 | $6.32M | 0.86% | −4,339−9.8% | Reduced |
| Brentview Investment Management LLC | 39,824 | $6.33M | 2.88% | +1,361+3.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $6.36M | 0.33% | 00.0% | Unchanged |
| Horizon Investments, LLC | 40,506 | $6.40M | 0.08% | +11,975+42.0% | Added |