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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 124,216 | $19.7M | 0.19% | −15,488−11.1% | Reduced |
| Prudential PLC | 124,354 | $19.8M | 0.15% | −19,691−13.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 125,314 | $19.9M | 0.08% | +8,848+7.6% | Added |
| ARS Investment Partners, LLC | 126,075 | $20.0M | 1.32% | −4,435−3.4% | Reduced |
| Capital Analysts, LLC | 126,721 | $20.1M | 0.59% | +2,918+2.4% | Added |
| CWM, LLC | 127,727 | $20.3M | 0.06% | +9,199+7.8% | Added |
| Oak Harvest Investment Services | 128,216 | $20.4M | 2.38% | −2,794−2.1% | Reduced |
| RMB Capital Management, LLC | 129,806 | $20.6M | 0.38% | −25,803−16.6% | Reduced |
| State of Alaska, Department of Revenue | 130,562 | $20.8M | 0.21% | −8,262−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 131,667 | $20.9M | 0.01% | +915+0.7% | Added |
| Nexus Investment Management ULC | 132,027 | $21.0M | 2.98% | −9,674−6.8% | Reduced |
| OP Asset Management Ltd | 132,196 | $21.0M | 0.28% | +2,361+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 135,585 | $21.3M | 0.03% | +17,469+14.8% | Added |
| FineMark National Bank & Trust | 134,715 | $21.4M | 0.70% | −4,014−2.9% | Reduced |
| Connors Investor Services Inc | 135,766 | $21.6M | 1.84% | −36,671−21.3% | Reduced |
| Ieq Capital, LLC | 137,427 | $21.8M | 0.07% | +63,795+86.6% | Added |
| Oregon Public Employees Retirement Fund | 138,741 | $22.1M | 0.29% | +31,906+29.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 140,876 | $22.4M | 0.04% | −17,332−11.0% | Reduced |
| Telos Capital Management, Inc. | 141,233 | $22.5M | 2.15% | −2,139−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 142,835 | $22.7M | 0.06% | −18,259−11.3% | Reduced |
| Glenmede Investment Management, LP | 143,625 | $22.8M | 0.11% | −1,530−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 143,779 | $22.9M | 0.57% | +28,922+25.2% | Added |
| NFJ Investment Group, LLC | 144,003 | $22.9M | 0.79% | −20,566−12.5% | Reduced |
| Tiaa Trust, National Association | 147,251 | $23.4M | 0.06% | +1,457+1.0% | Added |
| Nissay Asset Management Corp | 149,496 | $23.8M | 0.13% | +214+0.1% | Added |
| Wesbanco Bank Inc | 149,756 | $23.8M | 0.66% | −8,751−5.5% | Reduced |
| Mutual of America Capital Management LLC | 152,129 | $24.2M | 0.25% | −10,744−6.6% | Reduced |
| Blair William & Co | 152,618 | $24.3M | 0.06% | −1,045−0.7% | Reduced |
| Appleton Partners Inc | 152,933 | $24.3M | 1.63% | −1,973−1.3% | Reduced |
| NEOS Investment Management LLC | 153,143 | $24.3M | 0.18% | +50,181+48.7% | Added |
| Bridger Management, LLC | 153,693 | $24.4M | 13.16% | 00.0% | Unchanged |
| Argent Trust Co | 154,248 | $24.5M | 0.87% | +14,943+10.7% | Added |
| GWM Advisors LLC | 154,394 | $24.5M | 0.11% | +4,410+2.9% | Added |
| Kestra Private Wealth Services, LLC | 154,792 | $24.6M | 0.32% | +8,689+5.9% | Added |
| Yousif Capital Management, LLC | 155,781 | $24.8M | 0.26% | −11,119−6.7% | Reduced |
| ASR Vermogensbeheer N.V. | 157,342 | $25.0M | 0.30% | −854−0.5% | Reduced |
| Wealthfront Advisers LLC | 157,575 | $25.0M | 0.06% | +5,876+3.9% | Added |
| Pittenger & Anderson Inc | 159,295 | $25.3M | 0.93% | −520.0% | Reduced |
| Copeland Capital Management, LLC | 159,764 | $25.4M | 0.53% | −7,767−4.6% | Reduced |
| Captrust Financial Advisors | 160,232 | $25.5M | 0.05% | −8,198−4.9% | Reduced |
| Woodline Partners LP | 160,338 | $25.5M | 0.12% | +26,718+20.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 161,430 | $25.6M | 0.20% | −9,914−5.8% | Reduced |
| Assetmark, Inc | 161,249 | $25.6M | 0.05% | −8,157−4.8% | Reduced |
| MAI Capital Management | 161,946 | $25.7M | 0.16% | −688−0.4% | Reduced |
| TCG Advisory Services, LLC | 162,571 | $25.8M | 0.95% | −19,748−10.8% | Reduced |
| Midwest Trust Co | 162,699 | $25.9M | 0.34% | +25,217+18.3% | Added |
| Abner Herrman & Brock LLC | 163,509 | $26.0M | 2.68% | +83+0.1% | Added |
| Sanctuary Advisors, LLC | 163,573 | $26.0M | 0.15% | +5,875+3.7% | Added |
| Parallax Volatility Advisers, L.P. | 164,861 | $26.2M | 0.77% | +164,861 | New |
| SCS Capital Management LLC | 165,004 | $26.2M | 0.29% | −1,442−0.9% | Reduced |
| Brown Advisory Inc | 166,119 | $26.4M | 0.03% | +1,188+0.7% | Added |
| Umb Bank N A | 166,345 | $26.4M | 0.39% | −6,709−3.9% | Reduced |
| CIBC Bancorp USA Inc. | 166,854 | $26.5M | 0.16% | +166,854 | New |
| Interval Partners, LP | 166,986 | $26.5M | 0.57% | +97,038+138.7% | Added |
| Tredje AP-fonden | 167,762 | $26.7M | 0.21% | +167,762 | New |
| Xponance, Inc. | 170,124 | $27.0M | 0.21% | −8,810−4.9% | Reduced |
| Vestor Capital, LLC | 170,623 | $27.1M | 1.74% | +169,238+12,219.4% | Added |
| Fred Alger Management, LLC | 170,684 | $27.1M | 0.11% | −5,639−3.2% | Reduced |
| Lazard Asset Management LLC | 171,557 | $27.3M | 0.04% | +27,980+19.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,114 | $27.4M | 0.22% | +382+0.2% | Added |
| British Columbia Investment Management Corp | 172,560 | $27.4M | 0.16% | −18,021−9.5% | Reduced |
| Picton Mahoney Asset Management | 175,441 | $27.9M | 0.36% | −187−0.1% | Reduced |
| New York Life Investment Management LLC | 176,957 | $28.1M | 0.25% | −7,790−4.2% | Reduced |
| Vontobel Holding Ltd. | 178,423 | $28.4M | 0.09% | −135,153−43.1% | Reduced |
| Boston Trust Walden Corp | 178,998 | $28.5M | 0.21% | +30,765+20.8% | Added |
| Natixis | 179,352 | $28.5M | 0.15% | +179,352 | New |
| NorthCrest Asset Manangement, LLC | 183,670 | $28.6M | 0.68% | +1,100+0.6% | Added |
| Pathstone Holdings, LLC | 180,295 | $28.7M | 0.11% | +269+0.1% | Added |
| Lighthouse Investment Partners, LLC | 181,400 | $28.8M | 1.04% | +82,814+84.0% | Added |
| Diamond Hill Capital Management Inc | 181,422 | $28.8M | 0.14% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 181,954 | $28.9M | 0.31% | +262+0.1% | Added |
| Twin Tree Management, LP | 182,146 | $29.0M | 1.35% | +72,397+66.0% | Added |
| Harvest Portfolios Group Inc. | 183,902 | $29.2M | 0.54% | −20,112−9.9% | Reduced |
| CIBC Asset Management Inc | 184,700 | $29.4M | 0.09% | −10,261−5.3% | Reduced |
| Ethic Inc. | 185,617 | $29.5M | 0.49% | +1,235+0.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 186,106 | $29.6M | 0.24% | +10,577+6.0% | Added |
| JustInvest LLC | 186,334 | $29.6M | 0.30% | +1,898+1.0% | Added |
| Utah Retirement Systems | 190,224 | $30.2M | 0.29% | +966+0.5% | Added |
| Mercer Global Advisors Inc | 190,372 | $30.3M | 0.05% | +11,349+6.3% | Added |
| Jupiter Asset Management Ltd | 190,438 | $30.3M | 0.26% | +99,328+109.0% | Added |
| Payden & Rygel | 190,500 | $30.3M | 2.55% | −200−0.1% | Reduced |
| Hosking Partners LLP | 192,026 | $30.5M | 1.10% | +900.0% | Added |
| Scotia Capital Inc. | 192,320 | $30.6M | 0.13% | −8,441−4.2% | Reduced |
| Daiwa Securities Group Inc. | 192,753 | $30.6M | 0.10% | +5,733+3.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 194,533 | $30.9M | 0.27% | +3,200+1.7% | Added |
| Bailard, Inc. | 195,419 | $31.1M | 0.67% | −18,411−8.6% | Reduced |
| Hallmark Capital Management Inc | 195,498 | $31.1M | 2.05% | −2,898−1.5% | Reduced |
| LVM Capital Management Ltd | 197,116 | $31.3M | 3.01% | +1,750+0.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $31.5M | 4.58% | +589+0.3% | Added |
| HRT Financial LP | 199,780 | $31.8M | 0.12% | +47,719+31.4% | Added |
| USS Investment Management Ltd | 203,469 | $32.3M | 0.16% | 00.0% | Unchanged |
| Camden Capital, LLC | 203,804 | $32.4M | 2.23% | +543+0.3% | Added |
| TD Waterhouse Canada Inc. | 208,121 | $32.7M | 0.21% | −8,918−4.1% | Reduced |
| Azora Capital LP | 205,630 | $32.7M | 1.51% | +205,630 | New |
| Mirae Asset Global Investments Co., Ltd. | 207,170 | $32.9M | 0.10% | +38,718+23.0% | Added |
| QRG Capital Management, Inc. | 208,011 | $33.1M | 0.40% | −72,116−25.7% | Reduced |
| ExodusPoint Capital Management, LP | 208,080 | $33.1M | 0.46% | −10,200−4.7% | Reduced |
| Credit Agricole S A | 208,122 | $33.1M | 0.11% | +208,122 | New |
| Fukoku Mutual Life Insurance Co | 209,554 | $33.3M | 2.06% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 213,512 | $33.9M | 0.22% | +38,400+21.9% | Added |