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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 1,875,496 | $298.1M | 1.10% | +40,695+2.2% | Added |
| LPL Financial LLC | 1,943,688 | $309.0M | 0.09% | −73,837−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,975,396 | $314.0M | 0.52% | −20,239−1.0% | Reduced |
| Raymond James Financial Inc | 2,014,439 | $320.2M | 0.10% | −233,554−10.4% | Reduced |
| Allianz Asset Management GmbH | 2,027,932 | $322.4M | 0.40% | +382,708+23.3% | Added |
| California Public Employees Retirement System | 2,065,318 | $328.3M | 0.20% | +17,436+0.9% | Added |
| FIL Ltd | 2,071,836 | $329.3M | 0.26% | −81,065−3.8% | Reduced |
| Citigroup Inc | 2,215,597 | $352.2M | 0.24% | −445,438−16.7% | Reduced |
| Rhumbline Advisers | 2,239,539 | $356.0M | 0.29% | −25,232−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 2,298,937 | $365.4M | 1.09% | +3,558+0.2% | Added |
| Canada Pension Plan Investment Board | 2,335,780 | $371.3M | 0.26% | +111,930+5.0% | Added |
| Neuberger Berman Group LLC | 2,357,594 | $374.8M | 0.27% | +64,260+2.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,385,773 | $379.2M | 0.27% | +68,450+3.0% | Added |
| The PNC Financial Services Group, Inc. | 2,440,371 | $387.9M | 0.24% | +186,624+8.3% | Added |
| Alliancebernstein L.P. | 2,503,492 | $398.0M | 0.13% | −84,052−3.2% | Reduced |
| National Pension Service | 2,666,076 | $423.8M | 0.33% | +73,390+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,789,651 | $443.4M | 0.26% | −49,861−1.8% | Reduced |
| Envestnet Asset Management Inc | 2,920,977 | $464.3M | 0.13% | −127,480−4.2% | Reduced |
| Marshall Wace, LLP | 2,933,604 | $466.3M | 0.51% | +841,263+40.2% | Added |
| HSBC Holdings PLC | 2,959,751 | $469.3M | 0.28% | −410,972−12.2% | Reduced |
| Alphinity Investment Management Pty Ltd | 3,148,534 | $500.5M | 4.88% | −1,023,196−24.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,267,640 | $519.4M | 0.41% | +1,470,190+81.8% | Added |
| Voya Investment Management LLC | 3,449,166 | $548.3M | 0.55% | −20,946−0.6% | Reduced |
| Citadel Advisors LLC | 3,488,221 | $554.5M | 0.44% | −365,130−9.5% | Reduced |
| Millennium Management LLC | 3,522,227 | $559.9M | 0.44% | +3,011,234+589.3% | Added |
| Principal Financial Group Inc | 3,647,827 | $579.9M | 0.29% | −373,224−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,757,627 | $597.3M | 0.49% | −909,423−19.5% | Reduced |
| Wells Fargo & Company | 3,764,681 | $598.4M | 0.12% | −342,337−8.3% | Reduced |
| Axiom Investors LLC | 3,803,964 | $604.7M | 4.45% | +544,719+16.7% | Added |
| Deutsche Bank AG | 4,010,721 | $637.5M | 0.21% | −573,524−12.5% | Reduced |
| Boston Partners | 4,030,967 | $640.1M | 0.66% | +163,808+4.2% | Added |
| Barclays PLC | 4,222,036 | $671.1M | 0.25% | +1,149,617+37.4% | Added |
| Janus Henderson Group PLC | 4,789,326 | $761.3M | 0.35% | −679,798−12.4% | Reduced |
| Capital World Investors | 5,657,875 | $899.4M | 0.12% | +14,806+0.3% | Added |
| Nuveen, LLC | 5,660,008 | $899.7M | 0.24% | +166,993+3.0% | Added |
| Amundi | 5,767,833 | $911.9M | 0.29% | −75,822−1.3% | Reduced |
| Morgan Stanley | 6,150,198 | $977.6M | 0.06% | +134,084+2.2% | Added |
| Bank of Montreal | 6,412,397 | $1.02B | 0.45% | +9,779+0.2% | Added |
| Royal Bank of Canada | 7,798,781 | $1.24B | 0.22% | −1,542,442−16.5% | Reduced |
| Dimensional Fund Advisors LP | 8,156,617 | $1.30B | 0.28% | +132,784+1.7% | Added |
| Legal & General Group Plc | 8,411,335 | $1.34B | 0.30% | +274,934+3.4% | Added |
| Bank of New York Mellon Corp | 8,658,918 | $1.38B | 0.25% | −74,900−0.9% | Reduced |
| Invesco Ltd. | 9,083,580 | $1.44B | 0.23% | +249,023+2.8% | Added |
| UBS Asset Management Americas Inc | 9,088,183 | $1.44B | 0.31% | −2,102,541−18.8% | Reduced |
| Franklin Resources Inc | 9,088,814 | $1.44B | 0.36% | −534,491−5.6% | Reduced |
| Schroder Investment Management Group | 9,712,071 | $1.54B | 1.21% | +354,871+3.8% | Added |
| UBS Group AG | 10,332,858 | $1.64B | 0.32% | −788,745−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 10,680,973 | $1.70B | 0.27% | −299,147−2.7% | Reduced |
| Price T Rowe Associates Inc | 11,553,696 | $1.84B | 0.20% | −670,042−5.5% | Reduced |
| Northern Trust Corp | 12,963,412 | $2.06B | 0.26% | −740,089−5.4% | Reduced |
| Massachusetts Financial Services Co | 13,457,214 | $2.14B | 0.66% | −256,896−1.9% | Reduced |
| Ameriprise Financial Inc | 14,260,650 | $2.27B | 0.52% | +822,120+6.1% | Added |
| Goldman Sachs Group Inc | 14,968,473 | $2.38B | 0.34% | −802,999−5.1% | Reduced |
| Bank of America Corp | 16,842,099 | $2.68B | 0.20% | −232,536−1.4% | Reduced |
| Wellington Management Group LLP | 18,732,898 | $2.98B | 0.52% | −391,274−2.0% | Reduced |
| Capital Research Global Investors | 19,248,911 | $3.06B | 0.57% | −135,459−0.7% | Reduced |
| Fisher Asset Management, LLC | 24,494,146 | $3.89B | 1.41% | +448,960+1.9% | Added |
| FMR LLC | 24,795,170 | $3.94B | 0.20% | +3,971,617+19.1% | Added |
| Geode Capital Management, LLC | 26,535,849 | $4.20B | 0.27% | −97,243−0.4% | Reduced |
| Capital International Investors | 27,321,214 | $4.34B | 0.70% | +167,487+0.6% | Added |
| JPMorgan Chase & Co | 37,412,736 | $5.95B | 0.38% | −1,746,073−4.5% | Reduced |
| BlackRock, Inc. | 93,668,209 | $14.9B | 0.26% | −1,343,900−1.4% | Reduced |
| State Street Corp | 103,315,207 | $16.4B | 0.57% | −809,411−0.8% | Reduced |
| Vanguard Group Inc | 118,356,160 | $18.8B | 0.28% | −767,327−0.6% | Reduced |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $59.9B | 100.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −395,039−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −327,342−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −215,430−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −164,869−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −115,346−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −104,456−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −57,696−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −52,972−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −42,311−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,750−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −32,672−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −32,046−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,450−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −23,580−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −18,267−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −16,962−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Constant Guidance Financial LLC | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,129−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,074−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −8,011−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,179−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |