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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 65,361 | $10.4M | 0.08% | +1,587+2.5% | Added |
| Montag A & Associates Inc | 66,524 | $10.6M | 0.49% | −194−0.3% | Reduced |
| La Banque Postale Asset Management SA | 66,969 | $10.6M | 0.13% | +520+0.8% | Added |
| Burns J W & Co Inc | 67,110 | $10.7M | 1.21% | −939−1.4% | Reduced |
| Socorro Asset Management LP | 67,507 | $10.7M | 3.87% | −27,190−28.7% | Reduced |
| Verition Fund Management LLC | 68,343 | $10.9M | 0.06% | +18,540+37.2% | Added |
| Thompson Siegel & Walmsley LLC | 68,872 | $10.9M | 0.18% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 69,017 | $11.0M | 0.90% | +1,653+2.5% | Added |
| Merit Financial Group, LLC | 69,155 | $11.0M | 0.10% | −1,547−2.2% | Reduced |
| Norinchukin Bank, The | 69,164 | $11.0M | 0.15% | +627+0.9% | Added |
| Leuthold Group, LLC | 69,864 | $11.1M | 1.22% | +2,218+3.3% | Added |
| Citizens Financial Group Inc | 69,868 | $11.1M | 0.15% | +11,167+19.0% | Added |
| Alley Investment Management Company, LLC | 69,975 | $11.1M | 1.29% | +887+1.3% | Added |
| DCM Advisors, LLC | 70,041 | $11.1M | 4.69% | −2,924−4.0% | Reduced |
| Shelton Capital Management | 70,437 | $11.2M | 0.24% | −6,768−8.8% | Reduced |
| Rockland Trust Co | 70,548 | $11.2M | 0.46% | +70,548 | New |
| Hourglass Capital, LLC | 71,165 | $11.3M | 2.54% | −1,620−2.2% | Reduced |
| Hartford Investment Management Co | 71,169 | $11.3M | 0.34% | −3,435−4.6% | Reduced |
| Strategic Planning Group, LLC | 71,412 | $11.4M | 1.53% | +17,380+32.2% | Added |
| Advocate Group LLC | 72,182 | $11.5M | 1.89% | −2,810−3.7% | Reduced |
| Loomis Sayles & Co L P | 72,232 | $11.5M | 0.01% | −2,356−3.2% | Reduced |
| Kentucky Retirement Systems | 72,310 | $11.5M | 0.32% | −1,201−1.6% | Reduced |
| D.A. Davidson & Co. | 72,535 | $11.5M | 0.07% | −2,020−2.7% | Reduced |
| Coldstream Capital Management Inc | 72,564 | $11.5M | 0.16% | +4,018+5.9% | Added |
| Intact Investment Management Inc. | 73,900 | $11.7M | 0.36% | +500+0.7% | Added |
| Omers Administration Corp | 74,416 | $11.8M | 0.08% | −1,200−1.6% | Reduced |
| Atria Investments LLC | 74,419 | $11.8M | 0.14% | −11,418−13.3% | Reduced |
| Geneos Wealth Management Inc. | 74,578 | $11.9M | 0.30% | −2,171−2.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 75,393 | $12.0M | 3.34% | −1,357−1.8% | Reduced |
| Pinnacle Financial Partners Inc | 76,395 | $12.1M | 0.29% | +28,162+58.4% | Added |
| Vinva Investment Management Ltd | 76,055 | $12.3M | 0.25% | +4,124+5.7% | Added |
| Oliver Luxxe Assets LLC | 77,539 | $12.3M | 1.95% | +3,385+4.6% | Added |
| Hartline Investment Corp | 77,571 | $12.3M | 1.28% | +10,559+15.8% | Added |
| HB Wealth Management, LLC | 77,694 | $12.4M | 0.08% | +3,376+4.5% | Added |
| Flputnam Investment Management Co | 77,898 | $12.4M | 0.19% | +6,796+9.6% | Added |
| Advisors Asset Management, Inc. | 79,023 | $12.6M | 0.21% | +1,395+1.8% | Added |
| Eagle Capital Management LLC | 79,588 | $12.7M | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,743 | $12.7M | 0.50% | +1,800+2.3% | Added |
| Private Advisor Group, LLC | 80,771 | $12.8M | 0.06% | +4,940+6.5% | Added |
| McGuire Investment Group, LLC | 80,788 | $12.8M | 1.46% | −428−0.5% | Reduced |
| German American Bancorp, Inc. | 81,219 | $12.9M | 1.14% | +2,038+2.6% | Added |
| Apollon Wealth Management, LLC | 81,945 | $13.0M | 0.23% | −413−0.5% | Reduced |
| Earnest Partners LLC | 82,060 | $13.0M | 0.06% | −2,066−2.5% | Reduced |
| Banque Cantonale Vaudoise | 82,066 | $13.0M | 0.49% | −10,278−11.1% | Reduced |
| Leonteq Securities AG | 82,196 | $13.1M | 0.70% | +1,829+2.3% | Added |
| LMCG Investments, LLC | 82,287 | $13.1M | 0.77% | −2,854−3.4% | Reduced |
| Hudson Bay Capital Management LP | 82,466 | $13.1M | 0.08% | +79,947+3,173.8% | Added |
| Greystone Financial Group, LLC | 82,675 | $13.1M | 2.04% | −14,517−14.9% | Reduced |
| Massmutual Trust Co FSB | 83,338 | $13.2M | 0.34% | +2,537+3.1% | Added |
| Nomura Holdings Inc | 83,607 | $13.3M | 0.06% | −11,048−11.7% | Reduced |
| Mizuho Securities USA LLC | 88,363 | $13.3M | 0.27% | +2,985+3.5% | Added |
| DuPont Capital Management Corp | 85,011 | $13.5M | 1.40% | −9,090−9.7% | Reduced |
| Banque Pictet & Cie SA | 85,228 | $13.5M | 0.14% | −2,114−2.4% | Reduced |
| F/M Investments LLC | 86,968 | $13.8M | 0.53% | −1,442−1.6% | Reduced |
| Calamos Wealth Management LLC | 87,236 | $13.9M | 0.50% | +9,345+12.0% | Added |
| PEAK6 LLC | 87,752 | $13.9M | 0.35% | −34,121−28.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 88,716 | $14.1M | 0.73% | +277+0.3% | Added |
| Allianz SE | 88,907 | $14.1M | 0.30% | +3,340+3.9% | Added |
| Avanza Fonder AB | 89,030 | $14.2M | 0.37% | +6,536+7.9% | Added |
| Brinker Capital Investments, LLC | 89,565 | $14.2M | 0.11% | +3,981+4.7% | Added |
| Castleark Management LLC | 90,240 | $14.3M | 0.40% | +13,730+17.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,022 | $14.5M | 0.04% | −30,664−25.2% | Reduced |
| SRS Capital Advisors, Inc. | 91,379 | $14.5M | 0.21% | +59,541+187.0% | Added |
| Kinneret Advisory, LLC | 91,751 | $14.6M | 1.24% | −410−0.4% | Reduced |
| American Assets Investment Management, LLC | 92,000 | $14.6M | 1.07% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 92,833 | $14.8M | 0.82% | −3,216−3.3% | Reduced |
| Huntington National Bank | 93,954 | $14.9M | 0.09% | +38,499+69.4% | Added |
| Walleye Capital LLC | 94,086 | $15.0M | 0.12% | +44,024+87.9% | Added |
| Jain Global LLC | 94,433 | $15.0M | 0.20% | +94,433 | New |
| Fiduciary Alliance LLC | 94,803 | $15.1M | 1.01% | −3,683−3.7% | Reduced |
| Cornerstone Advisors, LLC | 95,200 | $15.1M | 0.50% | 00.0% | Unchanged |
| Baxter Bros Inc | 96,778 | $15.4M | 1.78% | +1,114+1.2% | Added |
| Howe & Rusling Inc | 97,221 | $15.5M | 1.06% | +1,436+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 98,816 | $15.7M | 0.14% | +16,471+20.0% | Added |
| Steward Partners Investment Advisory, LLC | 99,255 | $15.8M | 0.09% | +4,247+4.5% | Added |
| Covea Finance | 100,200 | $15.9M | 0.56% | +51,700+106.6% | Added |
| Stonegate Investment Group, LLC | 101,602 | $16.2M | 0.37% | +765+0.8% | Added |
| Viking Fund Management LLC | 102,000 | $16.2M | 1.96% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 102,113 | $16.2M | 0.81% | −1,372−1.3% | Reduced |
| New Republic Capital, LLC | 102,674 | $16.3M | 5.00% | +105+0.1% | Added |
| Illinois Municipal Retirement Fund | 103,800 | $16.5M | 0.21% | +6,025+6.2% | Added |
| Level Four Advisory Services, LLC | 103,886 | $16.5M | 0.57% | −3,628−3.4% | Reduced |
| Haverford Trust Co | 106,697 | $17.0M | 0.15% | +4,073+4.0% | Added |
| Point72 Europe (London) LLP | 107,016 | $17.0M | 0.92% | +104,916+4,996.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 108,290 | $17.2M | 0.15% | −8,454−7.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108,383 | $17.2M | 0.06% | −13,577−11.1% | Reduced |
| Lyell Wealth Management, LP | 108,798 | $17.3M | 1.28% | +518+0.5% | Added |
| Janney Capital Management LLC | 110,229 | $17.5M | 1.09% | −3,171−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 110,867 | $17.5M | 0.11% | +37,984+52.1% | Added |
| BTC Capital Management, Inc. | 111,087 | $17.7M | 1.22% | +2,056+1.9% | Added |
| Elo Mutual Pension Insurance Co | 111,409 | $17.7M | 0.29% | −1,476−1.3% | Reduced |
| Bokf, NA | 111,980 | $17.8M | 0.27% | −4,065−3.5% | Reduced |
| Kestra Advisory Services, LLC | 113,132 | $18.0M | 0.08% | +2,380+2.1% | Added |
| Abn Amro Investment Solutions | 113,504 | $18.0M | 0.37% | +39,104+52.6% | Added |
| Nixon Peabody Trust Co | 117,030 | $18.6M | 1.36% | +310.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,285 | $18.8M | 0.02% | −145,290−55.1% | Reduced |
| Generali Asset Management SPA SGR | 121,014 | $19.2M | 0.41% | +3,706+3.2% | Added |
| Pacer Advisors, Inc. | 122,092 | $19.4M | 0.05% | +2,453+2.1% | Added |
| Panagora Asset Management Inc | 122,339 | $19.4M | 0.08% | −5,817−4.5% | Reduced |
| Madison Asset Management, LLC | 123,193 | $19.6M | 0.22% | −23,095−15.8% | Reduced |