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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 214,997 | $34.2M | 0.23% | −4,440−2.0% | Reduced |
| Perpetual Ltd | 215,631 | $34.3M | 0.43% | +210,301+3,945.6% | Added |
| Chilton Investment Co LLC | 216,326 | $34.4M | 0.70% | +4,213+2.0% | Added |
| Crossmark Global Holdings, Inc. | 217,000 | $34.5M | 0.52% | +21,151+10.8% | Added |
| Conning Inc. | 220,103 | $35.0M | 1.16% | −47,399−17.7% | Reduced |
| Peapack Gladstone Financial Corp | 222,236 | $35.3M | 0.46% | +24,365+12.3% | Added |
| First Manhattan Co | 223,764 | $35.6M | 0.09% | +17,191+8.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 223,984 | $35.6M | 0.27% | −21,000−8.6% | Reduced |
| Maple Capital Management, Inc. | 225,129 | $35.8M | 2.35% | −11,032−4.7% | Reduced |
| Empowered Funds, LLC | 226,442 | $36.0M | 0.36% | +84,143+59.1% | Added |
| Boston Common Asset Management, LLC | 227,034 | $36.1M | 1.01% | +1,025+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 227,304 | $36.1M | 0.14% | −25,306−10.0% | Reduced |
| Amalgamated Bank | 228,396 | $36.3M | 0.26% | −7,074−3.0% | Reduced |
| SG Americas Securities, LLC | 230,512 | $36.6M | 0.13% | −116,661−33.6% | Reduced |
| Heritage Investors Management Corp | 231,675 | $36.8M | 1.10% | −14,440−5.9% | Reduced |
| LGT Capital Partners Ltd. | 232,949 | $37.0M | 1.80% | −94,018−28.8% | Reduced |
| Colony Group, LLC | 236,798 | $37.6M | 0.06% | +3,915+1.7% | Added |
| Mn Services Vermogensbeheer B.V. | 237,400 | $37.7M | 0.24% | +5,700+2.5% | Added |
| IFM Investors Pty Ltd | 235,787 | $37.8M | 0.33% | −1,648−0.7% | Reduced |
| Keybank National Association | 239,714 | $38.1M | 0.13% | −2,172−0.9% | Reduced |
| Pacific Heights Asset Management LLC | 240,000 | $38.2M | 1.69% | +30,000+14.3% | Added |
| ProShare Advisors LLC | 243,924 | $38.8M | 0.08% | −30,743−11.2% | Reduced |
| Erste Asset Management GmbH | 245,294 | $39.5M | 0.38% | −1,915−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 248,397 | $39.5M | 0.36% | +13,446+5.7% | Added |
| Lido Advisors, LLC | 252,369 | $40.1M | 0.16% | +93,859+59.2% | Added |
| Cerity Partners LLC | 252,506 | $40.1M | 0.07% | +15,175+6.4% | Added |
| Samlyn Capital, LLC | 254,572 | $40.5M | 0.57% | +254,572 | New |
| Sequoia Financial Advisors, LLC | 259,311 | $41.2M | 0.25% | +59,093+29.5% | Added |
| Bollard Group LLC | 259,424 | $41.2M | 1.02% | +13,541+5.5% | Added |
| Forsta Ap-Fonden | 259,563 | $41.3M | 0.24% | +1000.0% | Added |
| Moody Lynn & Lieberson, LLC | 261,572 | $41.6M | 2.24% | +8,696+3.4% | Added |
| Public Sector Pension Investment Board | 261,611 | $41.6M | 0.15% | +7,355+2.9% | Added |
| Blue Chip Partners, Inc. | 262,989 | $41.8M | 3.13% | −5,870−2.2% | Reduced |
| Achmea Investment Management B.V. | 265,884 | $42.3M | 0.53% | +99,736+60.0% | Added |
| Capital International Inc | 267,857 | $42.6M | 0.34% | +57,404+27.3% | Added |
| Matrix Asset Advisors Inc | 268,428 | $42.7M | 3.96% | −1,087−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 268,413 | $42.7M | 0.17% | −7,058−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 273,173 | $43.4M | 0.26% | +23,633+9.5% | Added |
| Agf Management Ltd | 274,270 | $43.6M | 0.19% | −111,606−28.9% | Reduced |
| Advisor Group Holdings, Inc. | 280,286 | $43.9M | 0.06% | +22,061+8.5% | Added |
| Edgar Lomax Co | 278,510 | $44.3M | 3.47% | −81,165−22.6% | Reduced |
| Capital Fund Management S.A. | 279,238 | $44.4M | 0.44% | −105,518−27.4% | Reduced |
| Bank of Nova Scotia | 285,327 | $45.4M | 0.08% | −324,955−53.2% | Reduced |
| Foundations Investment Advisors, LLC | 286,574 | $45.6M | 0.66% | +21,702+8.2% | Added |
| Oppenheimer Asset Management Inc. | 288,578 | $45.9M | 0.50% | −4,016−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 289,926 | $46.1M | 0.97% | +1,862+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,337 | $46.3M | 0.23% | −11,633−3.8% | Reduced |
| Chilton Capital Management LLC | 292,178 | $46.4M | 1.56% | −171,630−37.0% | Reduced |
| Teacher Retirement System of Texas | 292,383 | $46.5M | 0.19% | −3,565−1.2% | Reduced |
| DJE Kapital AG | 331,071 | $46.7M | 1.14% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 296,764 | $47.5M | 0.47% | +252,435+569.5% | Added |
| Beacon Investment Advisory Services, Inc. | 299,568 | $47.6M | 2.00% | −17,574−5.5% | Reduced |
| MetLife Investment Management | 299,995 | $47.7M | 0.23% | −13,377−4.3% | Reduced |
| GW&K Investment Management, LLC | 300,206 | $47.7M | 0.42% | −5,082−1.7% | Reduced |
| Comerica Bank | 300,424 | $47.8M | 0.18% | −42,494−12.4% | Reduced |
| CIBC Private Wealth Group, LLC | 301,124 | $47.9M | 0.08% | +6,215+2.1% | Added |
| Capitolis Liquid Global Markets LLC | 302,000 | $48.0M | 0.38% | −558,000−64.9% | Reduced |
| Fort Washington Investment Advisors Inc | 302,721 | $48.1M | 0.26% | −5,225−1.7% | Reduced |
| Point72 Asset Management, L.P. | 306,460 | $48.7M | 0.11% | +264,292+626.8% | Added |
| Baird Financial Group, Inc. | 306,804 | $48.8M | 0.08% | −680−0.2% | Reduced |
| Czech National Bank | 308,132 | $49.0M | 0.34% | +6,175+2.0% | Added |
| Groupama Asset Managment | 309,042 | $49.1M | 0.72% | +26,754+9.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 312,949 | $49.7M | 2.48% | −4,296−1.4% | Reduced |
| Janney Montgomery Scott LLC | 313,453 | $49.8M | 0.12% | −14,178−4.3% | Reduced |
| Annex Advisory Services, LLC | 322,836 | $51.3M | 1.09% | +14,968+4.9% | Added |
| National Bank of Canada | 322,954 | $51.3M | 0.06% | −892,172−73.4% | Reduced |
| State of Michigan Retirement System | 328,126 | $52.2M | 0.25% | −7,800−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 328,958 | $52.3M | 0.14% | −138,889−29.7% | Reduced |
| Factory Mutual Insurance Co | 329,050 | $52.3M | 0.51% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 390,948 | $52.9M | 1.11% | −30,649−7.3% | Reduced |
| Jane Street Group, LLC | 335,710 | $53.4M | 0.06% | +227,734+210.9% | Added |
| Gradient Investments LLC | 337,071 | $53.6M | 0.89% | +5,873+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 341,029 | $54.2M | 0.41% | 00.0% | Unchanged |
| Cetera Investment Advisers | 341,206 | $54.2M | 0.06% | +119,875+54.2% | Added |
| Ferguson Wellman Capital Management, Inc | 349,720 | $55.6M | 0.90% | −1270.0% | Reduced |
| Arizona State Retirement System | 350,004 | $55.6M | 0.30% | −3,626−1.0% | Reduced |
| Pinebridge Investments, L.P. | 354,676 | $56.4M | 0.42% | +135,236+61.6% | Added |
| Fiduciary Trust Co | 357,205 | $56.8M | 0.64% | −1,119−0.3% | Reduced |
| AQR Capital Management LLC | 358,793 | $57.0M | 0.04% | +160,052+80.5% | Added |
| Clearbridge Investments, LLC | 362,533 | $57.6M | 0.04% | −22,510−5.8% | Reduced |
| Rockefeller Capital Management L.P. | 365,268 | $58.1M | 0.11% | +33,336+10.0% | Added |
| AXA Investment Managers S.A. | 367,386 | $58.4M | 0.16% | +367,386 | New |
| Basswood Capital Management, L.L.C. | 369,259 | $58.7M | 2.73% | 00.0% | Unchanged |
| Todd Asset Management LLC | 379,130 | $60.3M | 1.22% | −3,533−0.9% | Reduced |
| Susquehanna International Group, LLP | 384,788 | $61.2M | 0.09% | +192,862+100.5% | Added |
| STRS Ohio | 384,955 | $61.2M | 0.22% | −23,308−5.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 390,107 | $62.2M | 0.29% | −31,333−7.4% | Reduced |
| Rafferty Asset Management, LLC | 405,993 | $64.5M | 0.21% | −7,528−1.8% | Reduced |
| AMF Pensionsforsakring AB | 409,071 | $65.0M | 0.41% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 414,933 | $66.0M | 0.08% | −949−0.2% | Reduced |
| Employees Retirement System of Texas | 417,400 | $66.3M | 0.53% | −3,800−0.9% | Reduced |
| Banco Santander, S.A. | 421,618 | $67.0M | 0.60% | +26,161+6.6% | Added |
| State of New Jersey Common Pension Fund D | 422,630 | $67.2M | 0.25% | +16,312+4.0% | Added |
| Creative Planning | 423,869 | $67.4M | 0.05% | +134,563+46.5% | Added |
| State of Tennessee, Treasury Department | 435,369 | $69.2M | 0.23% | −7,000−1.6% | Reduced |
| Gateway Investment Advisers LLC | 438,340 | $69.7M | 0.67% | −3,319−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 442,825 | $70.4M | 0.09% | −20,496−4.4% | Reduced |
| Worldquant Millennium Advisors LLC | 444,401 | $70.6M | 0.31% | +171,244+62.7% | Added |
| Handelsbanken Fonder AB | 449,052 | $71.4M | 0.23% | +489+0.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 450,431 | $71.6M | 0.37% | +4,940+1.1% | Added |