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
- 2,266
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 124 | $19.7K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $19.9K | 0.01% | −56−30.9% | Reduced |
| Heartwood Wealth Advisors LLC | 125 | $19.9K | 0.00% | +125 | New |
| Silicon Valley Capital Partners | 137 | $21.8K | 0.00% | +69+101.5% | Added |
| 10Elms LLP | 137 | $21.8K | 0.02% | −6−4.2% | Reduced |
| Redmont Wealth Advisors LLC | 142 | $22.6K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $22.9K | 0.00% | +78+114.7% | Added |
| Arlington Trust Co LLC | 148 | $23.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 166 | $26.5K | 0.02% | −5−2.9% | Reduced |
| Red Tortoise LLC | 175 | $27.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 176 | $27.9K | 0.01% | +1+0.6% | Added |
| Noble Wealth Management PBC | 176 | $28.0K | 0.01% | +176 | New |
| Private Wealth Management Group, LLC | 178 | $28.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 179 | $28.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 183 | $29.1K | 0.02% | −25,594−99.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 185 | $29.4K | 0.01% | +73+65.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $29.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 192 | $30.5K | 0.01% | +1+0.5% | Added |
| Kathleen S. Wright Associates Inc. | 192 | $30.5K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 30 | $30.5K | 0.02% | −162−84.4% | Reduced |
| WFA of San Diego, LLC | 200 | $31.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 210 | $33.0K | 0.01% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 213 | $33.8K | 0.03% | +102+91.9% | Added |
| Avion Wealth | 219 | $34.0K | 0.01% | +20+10.1% | Added |
| Strive Asset Management, LLC | 216 | $34.3K | 0.02% | +216 | New |
| IAG Wealth Partners, LLC | 219 | $34.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 223 | $35.4K | 0.02% | +52+30.4% | Added |
| Banque Transatlantique SA | 230 | $36.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 231 | $36.6K | 0.02% | +2+0.9% | Added |
| Painted Porch Advisors LLC | 231 | $36.7K | 0.01% | −44−16.0% | Reduced |
| Main Street Group, LTD | 239 | $38.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 240 | $38.1K | 0.01% | −12−4.8% | Reduced |
| Ameriflex Group, Inc. | 240 | $38.1K | 0.01% | +165+220.0% | Added |
| Aspect Partners, LLC | 240 | $38.2K | 0.02% | −51−17.5% | Reduced |
| First PREMIER Bank | 245 | $39.0K | 0.01% | +89+57.1% | Added |
| SJS Investment Consulting Inc. | 246 | $39.1K | 0.01% | +212+623.5% | Added |
| RMG Wealth Management LLC | 248 | $39.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 249 | $39.6K | 0.00% | −500−66.8% | Reduced |
| Cloud Capital Management, LLC | 252 | $40.0K | 0.02% | +252 | New |
| Hartford Financial Management Inc. | 252 | $40.1K | 0.01% | −554−68.7% | Reduced |
| Eukles Asset Management | 257 | $40.9K | 0.02% | −169−39.7% | Reduced |
| Medallion Wealth Advisors, LLC | 257 | $41.0K | 0.01% | −28−9.8% | Reduced |
| Davis Capital Management | 260 | $41.3K | 0.03% | +260 | New |
| Highline Wealth Partners LLC | 260 | $41.4K | 0.01% | +69+36.1% | Added |
| Howard Hughes Medical Institute | 261 | $41.5K | 0.02% | −6−2.2% | Reduced |
| Hopwood Financial Services, Inc. | 264 | $42.0K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $42.1K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 268 | $42.6K | 0.18% | −104−28.0% | Reduced |
| Crowley Wealth Management, Inc. | 273 | $43.4K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 276 | $43.9K | 0.01% | +98+55.1% | Added |
| Team Financial Group, LLC | 276 | $43.9K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 284 | $45.1K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 285 | $45.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $47.7K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 303 | $48.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $49.0K | 0.00% | −1,800−85.3% | Reduced |
| Guerra Advisors Inc | 313 | $49.8K | 0.02% | +313 | New |
| Dogwood Wealth Management LLC | 314 | $49.9K | 0.02% | +52+19.8% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $53.8K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 351 | $55.8K | 0.03% | +351 | New |
| Newbridge Financial Services Group, Inc. | 353 | $56.2K | 0.01% | +250+242.7% | Added |
| Beaird Harris Wealth Management, LLC | 358 | $56.9K | 0.00% | +12+3.5% | Added |
| Essex Investment Management Co LLC | 363 | $57.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 367 | $58.3K | 0.12% | −2,447−87.0% | Reduced |
| Ancora Advisors, LLC | 372 | $59.1K | 0.00% | −54−12.7% | Reduced |
| Roxbury Financial LLC | 373 | $59.3K | 0.05% | +3+0.8% | Added |
| ESL Trust Services, LLC | 373 | $59.3K | 0.01% | +13+3.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $59.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 383 | $60.9K | 0.07% | +27+7.6% | Added |
| Flagship Wealth Advisors, LLC | 396 | $62.9K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 397 | $63.1K | 0.02% | −274−40.8% | Reduced |
| IMA Wealth, Inc. | 398 | $63.3K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 404 | $64.2K | 0.05% | −100−19.8% | Reduced |
| North Capital, Inc. | 406 | $64.5K | 0.05% | +41+11.2% | Added |
| Tortoise Investment Management, LLC | 406 | $64.6K | 0.01% | +21+5.5% | Added |
| Twin Lakes Capital Management, LLC | 408 | $64.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 400 | $66.1K | 0.01% | +196+96.1% | Added |
| VSM Wealth Advisory, LLC | 428 | $68.1K | 0.02% | +1+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 430 | $68.4K | 0.02% | +125+41.0% | Added |
| Sittner & Nelson, LLC | 433 | $68.8K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $70.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 447 | $71.1K | 0.00% | −91−16.9% | Reduced |
| FSA Wealth Management LLC | 452 | $71.9K | 0.03% | +1+0.2% | Added |
| Accordant Advisory Group Inc | 470 | $74.7K | 0.05% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 479 | $76.2K | 0.02% | +479 | New |
| Tobam | 484 | $77.0K | 0.03% | +176+57.1% | Added |
| Sound Income Strategies, LLC | 493 | $77.1K | 0.00% | −887−64.3% | Reduced |
| Solstein Capital, LLC | 493 | $78.4K | 0.04% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 500 | $79.0K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $79.5K | 0.00% | −20−3.8% | Reduced |
| Pineridge Advisors LLC | 500 | $79.5K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $79.5K | 0.04% | +500 | New |
| Salomon & Ludwin, LLC | 514 | $81.0K | 0.01% | +39+8.2% | Added |
| WPG Advisers, LLC | 515 | $81.9K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 515 | $81.9K | 0.02% | +515 | New |
| Activest Wealth Management | 515 | $81.9K | 0.02% | +23+4.7% | Added |
| ORG Partners LLC | 517 | $82.2K | 0.01% | +100+24.0% | Added |
| Creative Financial Designs Inc | 518 | $82.3K | 0.01% | +35+7.2% | Added |
| Delos Wealth Advisors, LLC | 531 | $84.4K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $89.0K | 0.01% | 00.0% | Unchanged |