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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 40,293 | $6.41M | 1.07% | −977−2.4% | Reduced |
| Stenger Family Office, LLC | 38,696 | $6.42M | 1.36% | +9,726+33.6% | Added |
| Independent Advisor Alliance | 40,465 | $6.43M | 0.17% | +530+1.3% | Added |
| City Holding Co | 40,570 | $6.45M | 0.81% | +625+1.6% | Added |
| Hoey Investments, Inc | 40,711 | $6.47M | 0.88% | +4,646+12.9% | Added |
| Allstate Corp | 41,315 | $6.57M | 0.15% | +38,693+1,475.7% | Added |
| Caisse de Depot Et Placement du Quebec | 41,398 | $6.58M | 0.01% | −126,162−75.3% | Reduced |
| Van Eck Associates Corp | 41,451 | $6.59M | 0.01% | +4,190+11.2% | Added |
| Union Bancaire Privee, UBP SA | 46,619 | $6.60M | 0.14% | +324+0.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 42,174 | $6.70M | 0.51% | +13,774+48.5% | Added |
| SkyOak Wealth, LLC | 42,181 | $6.71M | 1.27% | −446−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 42,295 | $6.72M | 1.04% | +26,900+174.7% | Added |
| Caisse des Depots Et Consignations | 42,372 | $6.74M | 0.29% | −18,664−30.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 41,886 | $6.75M | 0.30% | +5,873+16.3% | Added |
| Allworth Financial LP | 42,716 | $6.79M | 0.03% | +3,718+9.5% | Added |
| United Capital Financial Advisers, LLC | 42,791 | $6.80M | 0.05% | +1,245+3.0% | Added |
| Occidental Asset Management, LLC | 42,798 | $6.80M | 0.85% | +38+0.1% | Added |
| Trajan Wealth LLC | 43,113 | $6.85M | 0.30% | −1,685−3.8% | Reduced |
| Sarasin & Partners LLP | 42,808 | $6.90M | 0.07% | −324,735−88.4% | Reduced |
| Vident Advisory, LLC | 44,071 | $7.01M | 0.07% | +4,801+12.2% | Added |
| Vise Technologies, Inc. | 44,204 | $7.03M | 0.26% | −745−1.7% | Reduced |
| Gotham Asset Management, LLC | 44,475 | $7.07M | 0.03% | +11,424+34.6% | Added |
| Toroso Investments, LLC | 44,568 | $7.08M | 0.03% | −216−0.5% | Reduced |
| Glenview Trust Co | 44,633 | $7.09M | 0.11% | −4,937−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 44,710 | $7.11M | 0.10% | +44,710 | New |
| Bradyco, Inc. | 45,328 | $7.21M | 8.17% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 45,796 | $7.28M | 3.37% | −12,745−21.8% | Reduced |
| SevenBridge Financial Group, LLC | 43,613 | $7.41M | 1.22% | +3,607+9.0% | Added |
| Summit Financial, LLC | 46,704 | $7.42M | 0.11% | +173+0.4% | Added |
| Worm Capital, LLC | 46,858 | $7.45M | 5.63% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 47,009 | $7.47M | 0.35% | −5,811−11.0% | Reduced |
| Ameritas Investment Partners, Inc. | 47,269 | $7.51M | 0.23% | −2,467−5.0% | Reduced |
| Integrated Advisors Network LLC | 47,635 | $7.57M | 0.32% | −9,454−16.6% | Reduced |
| Linscomb & Williams, Inc. | 47,751 | $7.59M | 0.33% | +2,966+6.6% | Added |
| Diversified Trust Co | 48,243 | $7.67M | 0.15% | +18,800+63.9% | Added |
| Joel Isaacson & Co., LLC | 48,409 | $7.70M | 0.28% | +26+0.1% | Added |
| First National Trust Co | 48,705 | $7.74M | 0.27% | +436+0.9% | Added |
| Elk River Wealth Management, LLC | 48,912 | $7.78M | 1.25% | −750−1.5% | Reduced |
| Xcel Wealth Management, LLC | 49,070 | $7.80M | 2.03% | −500−1.0% | Reduced |
| Consolidated Investment Group LLC | 49,215 | $7.82M | 0.96% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 49,300 | $7.84M | 0.27% | +2,100+4.4% | Added |
| Great Valley Advisor Group, Inc. | 49,788 | $7.91M | 0.16% | −7,869−13.6% | Reduced |
| Siemens Fonds Invest GmbH | 50,012 | $7.95M | 0.43% | +12,804+34.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 50,013 | $7.95M | 0.60% | +1,630+3.4% | Added |
| Ossiam | 50,261 | $7.99M | 0.10% | −204,539−80.3% | Reduced |
| Catalytic Wealth RIA, LLC | 50,290 | $7.99M | 0.26% | +28,650+132.4% | Added |
| NatWest Group plc | 50,521 | $8.03M | 1.98% | +195+0.4% | Added |
| E. Ohman J:or Asset Management AB | 50,668 | $8.05M | 0.19% | +500+1.0% | Added |
| Dakota Wealth Management | 50,838 | $8.08M | 0.16% | +39,938+366.4% | Added |
| Principal Street Partners, LLC | 51,220 | $8.14M | 1.30% | −11,756−18.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 51,237 | $8.14M | 1.96% | −991−1.9% | Reduced |
| CAPROCK Group, Inc. | 54,534 | $8.21M | 0.20% | +54,534 | New |
| Jones Financial Companies LLLP | 51,338 | $8.21M | 0.01% | +2,257+4.6% | Added |
| RSM US Wealth Management LLC | 52,568 | $8.36M | 0.11% | +1,413+2.8% | Added |
| Old Second National Bank of Aurora | 52,666 | $8.37M | 1.72% | −446−0.8% | Reduced |
| White Pine Investment CO | 52,980 | $8.42M | 2.00% | −3,058−5.5% | Reduced |
| Jupiter Wealth Management LLC | 53,075 | $8.44M | 3.99% | +250+0.5% | Added |
| Steel Peak Wealth Management LLC | 53,121 | $8.44M | 0.28% | +28,454+115.4% | Added |
| Barometer Capital Management Inc. | 53,447 | $8.44M | 1.93% | −530−1.0% | Reduced |
| Metis Global Partners, LLC | 53,341 | $8.48M | 0.20% | −2,624−4.7% | Reduced |
| Marvin & Palmer Associates Inc | 52,601 | $8.63M | 6.41% | +18,610+54.7% | Added |
| Parallel Advisors, LLC | 55,042 | $8.75M | 0.16% | +357+0.7% | Added |
| Private Wealth Partners, LLC | 55,248 | $8.78M | 0.63% | −976−1.7% | Reduced |
| Capital International Sarl | 55,700 | $8.85M | 0.15% | +2,863+5.4% | Added |
| New Mexico Educational Retirement Board | 55,810 | $8.87M | 0.28% | −2,200−3.8% | Reduced |
| Becker Capital Management Inc | 56,026 | $8.91M | 0.26% | −722−1.3% | Reduced |
| Trifecta Capital Advisors, LLC | 56,413 | $8.97M | 1.36% | +635+1.1% | Added |
| Aureus Asset Management, LLC | 56,803 | $9.03M | 0.59% | +3,556+6.7% | Added |
| ING Groep NV | 56,815 | $9.03M | 0.05% | −2,929−4.9% | Reduced |
| Nordwand Advisors, LLC | 57,089 | $9.07M | 1.44% | +2,365+4.3% | Added |
| Maryland State Retirement & Pension System | 57,412 | $9.13M | 0.19% | +1,434+2.6% | Added |
| Hilltop Holdings Inc. | 57,642 | $9.16M | 0.48% | +40+0.1% | Added |
| Thrivent Financial for Lutherans | 57,812 | $9.19M | 0.02% | −10,082−14.8% | Reduced |
| Baugh & Associates, LLC | 63,956 | $9.28M | 4.61% | −2,188−3.3% | Reduced |
| Greenwood Capital Associates LLC | 58,520 | $9.30M | 1.07% | −4,632−7.3% | Reduced |
| Securian Asset Management, Inc | 58,590 | $9.31M | 0.25% | −5,960−9.2% | Reduced |
| Ballentine Partners, LLC | 58,833 | $9.35M | 0.13% | +583+1.0% | Added |
| Guggenheim Capital LLC | 59,064 | $9.39M | 0.07% | −15,355−20.6% | Reduced |
| Intech Investment Management LLC | 60,087 | $9.55M | 0.09% | −13,596−18.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 60,112 | $9.56M | 0.04% | −13,242−18.1% | Reduced |
| Iowa State Bank | 60,125 | $9.56M | 1.82% | −2,915−4.6% | Reduced |
| Assenagon Asset Management S.A. | 60,215 | $9.57M | 0.01% | −552−0.9% | Reduced |
| Morningstar Investment Management LLC | 60,719 | $9.65M | 0.35% | +54,885+940.8% | Added |
| Gulf International Bank (UK) Ltd | 60,879 | $9.68M | 0.32% | −1,212−2.0% | Reduced |
| Tradewinds, LLC. | 61,452 | $9.77M | 2.38% | +61,452 | New |
| Caxton Associates LLP | 61,636 | $9.80M | 0.27% | +61,636 | New |
| Axxcess Wealth Management, LLC | 62,047 | $9.86M | 0.21% | +3,392+5.8% | Added |
| Empirical Finance, LLC | 62,219 | $9.89M | 0.47% | +17,097+37.9% | Added |
| Investment Management Corp of Ontario | 62,488 | $9.93M | 0.15% | +18,746+42.9% | Added |
| GLOBALT Investments LLC | 62,701 | $9.97M | 0.36% | −884−1.4% | Reduced |
| Zacks Investment Management | 62,803 | $9.98M | 0.08% | +3,008+5.0% | Added |
| Raiffeisen Bank International AG | 62,413 | $10.1M | 0.13% | +6,445+11.5% | Added |
| Louisiana State Employees Retirement System | 63,700 | $10.1M | 0.17% | −1,500−2.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 64,130 | $10.2M | 1.06% | −2,806−4.2% | Reduced |
| Liontrust Investment Partners LLP | 64,436 | $10.2M | 0.15% | −5,793−8.2% | Reduced |
| Synovus Financial Corp | 64,672 | $10.3M | 0.12% | +704+1.1% | Added |
| Albion Financial Group | 64,853 | $10.3M | 0.62% | −317−0.5% | Reduced |
| LGT Group Foundation | 65,838 | $10.3M | 0.12% | −5,922−8.3% | Reduced |
| Venture Visionary Partners LLC | 65,264 | $10.4M | 0.36% | +1,891+3.0% | Added |
| Oppenheimer & Co Inc | 65,271 | $10.4M | 0.13% | −26,616−29.0% | Reduced |