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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 453,461 | $72.1M | 0.17% | +449,677+11,883.6% | Added |
| Pinnacle Associates Ltd | 453,796 | $72.1M | 0.96% | +718+0.2% | Added |
| Balyasny Asset Management LLC | 466,669 | $74.2M | 0.15% | −764,395−62.1% | Reduced |
| Donaldson Capital Management, LLC | 467,246 | $74.3M | 2.35% | +9,056+2.0% | Added |
| Public Employees Retirement System of Ohio | 468,828 | $74.5M | 0.24% | −5,947−1.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 476,070 | $75.7M | 0.17% | −21,159−4.3% | Reduced |
| MML Investors Services, LLC | 478,947 | $76.1M | 0.20% | +1,091+0.2% | Added |
| Calamos Advisors LLC | 482,952 | $76.8M | 0.31% | −4,830−1.0% | Reduced |
| Man Group plc | 485,537 | $77.2M | 0.15% | +113,629+30.6% | Added |
| KLP Kapitalforvaltning AS | 495,889 | $78.8M | 0.31% | −1,200−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 500,027 | $79.5M | 0.42% | +5,195+1.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 500,534 | $79.6M | 6.19% | +33,200+7.1% | Added |
| Nomura Asset Management Co Ltd | 504,435 | $80.2M | 0.21% | −26,580−5.0% | Reduced |
| Capital Advisors Inc | 508,043 | $80.8M | 1.35% | +4,582+0.9% | Added |
| Quantinno Capital Management LP | 510,240 | $81.1M | 0.22% | +154,820+43.6% | Added |
| Treasurer of the State of North Carolina | 517,830 | $82.3M | 0.25% | −20,176−3.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 521,964 | $83.0M | 1.58% | +89,686+20.7% | Added |
| Menora Mivtachim Holdings Ltd. | 527,449 | $83.8M | 0.43% | −1,678−0.3% | Reduced |
| Primecap Management Co | 528,971 | $84.1M | 0.06% | −106,810−16.8% | Reduced |
| First Trust Advisors LP | 533,089 | $84.7M | 0.06% | −307,371−36.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 535,132 | $85.1M | 0.27% | −82,978−13.4% | Reduced |
| CIBC World Markets Inc. | 535,823 | $85.2M | 0.18% | −55,324−9.4% | Reduced |
| TD Asset Management Inc | 545,941 | $86.8M | 0.07% | −19,379−3.4% | Reduced |
| TCW Group Inc | 549,466 | $87.3M | 0.73% | −92,476−14.4% | Reduced |
| SEI Investments Co | 555,939 | $88.4M | 0.10% | +36,515+7.0% | Added |
| Truist Financial Corp | 561,541 | $89.3M | 0.12% | −37,874−6.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 567,358 | $90.2M | 0.21% | +6,167+1.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 571,883 | $90.9M | 4.28% | −44,692−7.2% | Reduced |
| Asset Management One Co.,Ltd. | 581,325 | $92.4M | 0.27% | +21,458+3.8% | Added |
| DekaBank Deutsche Girozentrale | 587,689 | $94.4M | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 611,838 | $97.3M | 0.17% | −1,358,732−69.0% | Reduced |
| UniSuper Management Pty Ltd | 623,710 | $99.1M | 0.61% | +13,080+2.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 625,045 | $99.4M | 0.27% | −32,352−4.9% | Reduced |
| Royal London Asset Management Ltd | 648,457 | $103.1M | 0.22% | +9,499+1.5% | Added |
| Virginia Retirement Systems Et Al | 654,400 | $104.0M | 0.67% | 00.0% | Unchanged |
| Danske Bank A/S | 654,864 | $104.1M | 0.26% | +36,640+5.9% | Added |
| Robeco Institutional Asset Management B.V. | 661,854 | $105.2M | 0.15% | −52,686−7.4% | Reduced |
| State of Wisconsin Investment Board | 664,149 | $105.6M | 0.24% | −17,473−2.6% | Reduced |
| Toronto Dominion Bank | 706,843 | $112.4M | 0.22% | +22,798+3.3% | Added |
| Artisan Partners Limited Partnership | 739,388 | $117.5M | 0.17% | +18,914+2.6% | Added |
| Swiss Life Asset Management Ltd | 743,800 | $118.2M | 0.62% | +5,662+0.8% | Added |
| US Bancorp | 743,889 | $118.2M | 0.14% | −11,465−1.5% | Reduced |
| Russell Investments Group, Ltd. | 758,392 | $120.8M | 0.14% | +7,809+1.0% | Added |
| Nisa Investment Advisors, LLC | 763,588 | $121.4M | 0.47% | +269,972+54.7% | Added |
| APG Asset Management N.V. | 906,266 | $122.6M | 0.34% | −188,836−17.2% | Reduced |
| Rathbone Brothers plc | 771,919 | $122.7M | 0.50% | +9,074+1.2% | Added |
| M&T Bank Corp | 772,076 | $122.7M | 0.41% | −45,411−5.6% | Reduced |
| Kames Capital plc | 772,495 | $123.1M | 1.46% | −24,696−3.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 775,928 | $123.3M | 0.23% | +492,449+173.7% | Added |
| Acadian Asset Management LLC | 777,096 | $123.5M | 0.22% | +314,400+67.9% | Added |
| Aristotle Capital Management, LLC | 781,487 | $124.2M | 0.24% | −14,000−1.8% | Reduced |
| Pzena Investment Management LLC | 785,597 | $124.9M | 0.40% | −5,570−0.7% | Reduced |
| Korea Investment CORP | 789,569 | $125.5M | 0.26% | −156,109−16.5% | Reduced |
| DnB Asset Management AS | 790,153 | $125.6M | 0.47% | +6,368+0.8% | Added |
| Pictet Asset Management Holding SA | 810,361 | $128.8M | 0.12% | +20,414+2.6% | Added |
| RBF Capital, LLC | 810,432 | $128.8M | 5.92% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 810,987 | $128.9M | 0.43% | −6,277−0.8% | Reduced |
| Storebrand Asset Management AS | 831,397 | $132.2M | 0.35% | +19,270+2.4% | Added |
| Mariner, LLC | 844,296 | $134.2M | 0.17% | +53,490+6.8% | Added |
| Douglas Lane & Associates, LLC | 848,428 | $134.9M | 1.88% | −48,026−5.4% | Reduced |
| Swedbank AB | 889,188 | $141.3M | 0.14% | −775−0.1% | Reduced |
| Victory Capital Management Inc | 890,071 | $141.5M | 0.09% | −106,145−10.7% | Reduced |
| Brandywine Global Investment Management, LLC | 893,962 | $142.1M | 0.97% | −3550.0% | Reduced |
| Nordea Investment Management AB | 897,710 | $142.6M | 0.12% | −14,572−1.6% | Reduced |
| Nearwater Capital Markets, Ltd | 916,809 | $145.7M | 1.95% | 00.0% | Unchanged |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $149.7M | 0.67% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 979,863 | $152.8M | 0.23% | −2,355−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 964,234 | $153.3M | 0.24% | −121,200−11.2% | Reduced |
| Clark Capital Management Group, Inc. | 973,640 | $154.8M | 0.97% | +98,348+11.2% | Added |
| Aviva PLC | 999,861 | $158.9M | 0.29% | +69,282+7.4% | Added |
| 1832 Asset Management L.P. | 1,000,291 | $159.0M | 0.27% | +994,955+18,646.1% | Added |
| American Century Companies Inc | 1,013,589 | $161.1M | 0.08% | −81,959−7.5% | Reduced |
| New York State Teachers Retirement System | 1,022,823 | $162.6M | 0.32% | −42,489−4.0% | Reduced |
| Two Sigma Advisers, LP | 1,023,836 | $162.7M | 0.33% | +1,012,100+8,623.9% | Added |
| D. E. Shaw & Co., Inc. | 1,043,704 | $165.9M | 0.13% | +748,534+253.6% | Added |
| Natixis Advisors, L.P. | 1,055,139 | $167.7M | 0.24% | −23,486−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 1,062,009 | $168.8M | 0.30% | −74,140−6.5% | Reduced |
| Junto Capital Management LP | 1,069,683 | $170.0M | 3.56% | +1,069,683 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,112,683 | $176.9M | 0.29% | −74,000−6.2% | Reduced |
| Standard Life Aberdeen plc | 1,140,060 | $180.0M | 0.28% | −6,319−0.6% | Reduced |
| Commerce Bank | 1,165,878 | $185.3M | 1.03% | −9,222−0.8% | Reduced |
| Two Sigma Investments, LP | 1,234,969 | $196.3M | 0.30% | +741,651+150.3% | Added |
| Evercore Wealth Management, LLC | 1,244,132 | $197.8M | 2.90% | −17,810−1.4% | Reduced |
| CI Private Wealth, LLC | 1,288,216 | $200.8M | 0.32% | +33,037+2.6% | Added |
| Great West Life Assurance Co | 1,264,037 | $203.6M | 0.29% | +27,887+2.3% | Added |
| Focused Investors LLC | 1,301,500 | $206.9M | 6.33% | +51,600+4.1% | Added |
| Qube Research & Technologies Ltd | 1,326,392 | $210.8M | 0.30% | +145,968+12.4% | Added |
| Bessemer Group Inc | 1,419,601 | $225.7M | 0.35% | +10,530+0.7% | Added |
| Squarepoint Ops LLC | 1,490,948 | $237.0M | 0.50% | −188,349−11.2% | Reduced |
| HighTower Advisors, LLC | 1,526,862 | $238.9M | 0.27% | +62,753+4.3% | Added |
| Hamlin Capital Management, LLC | 1,513,401 | $240.6M | 5.47% | −14,704−1.0% | Reduced |
| Fifth Third Bancorp | 1,531,436 | $243.4M | 0.78% | +18,301+1.2% | Added |
| Prudential Financial Inc | 1,539,924 | $244.8M | 0.29% | +458,379+42.4% | Added |
| Cullen Capital Management LLC | 1,562,592 | $248.4M | 2.72% | −73,422−4.5% | Reduced |
| New York State Common Retirement Fund | 1,570,255 | $249.6M | 0.32% | +57,591+3.8% | Added |
| Macquarie Group Ltd | 1,581,565 | $251.4M | 0.29% | +231,245+17.1% | Added |
| Stifel Financial Corp | 1,609,425 | $255.8M | 0.23% | +4,812+0.3% | Added |
| KBC Group NV | 1,776,082 | $282.3M | 0.68% | −23,543−1.3% | Reduced |
| Fayez Sarofim & Co | 1,803,873 | $286.7M | 0.66% | −40,184−2.2% | Reduced |
| California State Teachers Retirement System | 1,856,681 | $295.1M | 0.30% | +1,363+0.1% | Added |