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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 568 | $90.3K | 0.01% | +263+86.2% | Added |
| MeadowBrook Investment Advisors LLC | 575 | $91.4K | 0.08% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $92.7K | 0.04% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 588 | $93.5K | 0.06% | +588 | New |
| Murphy & Mullick Capital Management Corp | 625 | $100.4K | 0.07% | +1+0.2% | Added |
| LRI Investments, LLC | 647 | $102.8K | 0.01% | +190+41.6% | Added |
| Close Asset Management Ltd | 650 | $103.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 653 | $103.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 659 | $104.8K | 0.02% | −15−2.2% | Reduced |
| First Financial Corp | 665 | $105.7K | 0.04% | −260−28.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 703 | $105.8K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 671 | $106.7K | 0.06% | +10+1.5% | Added |
| DAGCO, Inc. | 677 | $107.6K | 0.03% | +4+0.6% | Added |
| First United Bank Trust | 682 | $108.4K | 0.04% | +114+20.1% | Added |
| Plante Moran Financial Advisors, LLC | 694 | $110.4K | 0.01% | −68−8.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 702 | $111.6K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 712 | $113.2K | 0.03% | +712 | New |
| 1248 Management, LLC | 714 | $113.5K | 0.06% | +1+0.1% | Added |
| Ameliora Wealth Management Ltd. | 724 | $115.1K | 0.04% | −68−8.6% | Reduced |
| Fortitude Family Office, LLC | 732 | $116.4K | 0.03% | −17−2.3% | Reduced |
| Atlantic Trust, LLC | 738 | $117.3K | 0.02% | 00.0% | Unchanged |
| Trust Co | 755 | $120.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 759 | $120.7K | 0.01% | +688+969.0% | Added |
| Raleigh Capital Management Inc. | 773 | $122.9K | 0.05% | −4,810−86.2% | Reduced |
| Cranbrook Wealth Management, LLC | 780 | $124.0K | 0.02% | −92−10.6% | Reduced |
| MTM Investment Management, LLC | 790 | $125.5K | 0.04% | +4+0.5% | Added |
| Optimum Investment Advisors | 800 | $127.2K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $127.2K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 807 | $128.3K | 0.01% | +20+2.5% | Added |
| Rocky Mountain Advisers, LLC | 810 | $128.8K | 0.04% | +4+0.5% | Added |
| Covestor Ltd | 827 | $132.0K | 0.07% | −260−23.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 857 | $136.1K | 0.09% | −87−9.2% | Reduced |
| Hanson & Doremus Investment Management | 877 | $139.0K | 0.02% | +66+8.1% | Added |
| Kozak & Associates, Inc. | 875 | $139.5K | 0.03% | +152+21.0% | Added |
| GGM Financials LLC | 880 | $139.9K | 0.07% | +880 | New |
| Chesapeake Asset Management LLC | 884 | $140.5K | 0.12% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 886 | $140.8K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 899 | $143.0K | 0.10% | +899 | New |
| Wellington Shields & Co., LLC | 911 | $144.8K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 911 | $144.8K | 0.09% | +244+36.6% | Added |
| Gleason Group, Inc. | 938 | $149.1K | 0.01% | +6+0.6% | Added |
| Ogorek Anthony Joseph | 945 | $150.0K | 0.04% | +9+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 955 | $151.8K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 967 | $153.7K | 0.03% | +113+13.2% | Added |
| MV Capital Management, Inc. | 971 | $154.4K | 0.01% | +50+5.4% | Added |
| Bogart Wealth, LLC | 981 | $155.9K | 0.01% | +26+2.7% | Added |
| SOA Wealth Advisors, LLC. | 996 | $158.3K | 0.03% | +2+0.2% | Added |
| Monetary Management Group Inc | 1,000 | $159.0K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $159.0K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $159.0K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $159.0K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,010 | $160.6K | 0.02% | +1,010 | New |
| Pension & Wealth Management Advisors, Inc. | 1,013 | $161.3K | 0.05% | −65−6.0% | Reduced |
| Creekmur Asset Management LLC | 1,025 | $162.9K | 0.03% | −2−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,045 | $166.1K | 0.01% | +71+7.3% | Added |
| Alpine Bank Wealth Management | 1,050 | $166.9K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,066 | $169.0K | 0.03% | +2+0.2% | Added |
| Millstone Evans Group, LLC | 1,083 | $172.2K | 0.11% | 00.0% | Unchanged |
| General Partner, Inc. | 1,107 | $176.0K | 0.10% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,156 | $183.8K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Co | 1,157 | $183.9K | 0.02% | −311−21.2% | Reduced |
| Sherman Asset Management, Inc. | 1,162 | $184.7K | 0.16% | 00.0% | Unchanged |
| AXS Investments LLC | 1,200 | $190.8K | 0.06% | +1,200 | New |
| Robinswood Financial LLC | 1,203 | $191.2K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,228 | $195.2K | 0.01% | +150+13.9% | Added |
| Alexis Investment Partners, LLC | 1,254 | $199.3K | 0.08% | +1,254 | New |
| Sunbeam Capital Management, LLC | 1,258 | $200.0K | 0.12% | +1,258 | New |
| Smith, Moore & Co. | 1,259 | $200.1K | 0.02% | +1,259 | New |
| Kera Capital Partners, Inc. | 1,259 | $200.1K | 0.03% | +1,259 | New |
| Falcon Wealth Planning | 1,263 | $200.8K | 0.02% | +1,263 | New |
| Redwood Wealth Management Group, LLC | 1,265 | $201.1K | 0.09% | +1,265 | New |
| Cottage Street Advisors LLC | 1,269 | $201.7K | 0.09% | +1,269 | New |
| Regatta Capital Group, LLC | 1,271 | $202.0K | 0.03% | +1,271 | New |
| Full Sail Capital, LLC | 1,273 | $202.4K | 0.01% | +1,273 | New |
| Aletheian Wealth Advisors LLC | 1,274 | $202.5K | 0.09% | +1,274 | New |
| Syntegra Private Wealth Group, LLC | 1,276 | $202.9K | 0.02% | +1,276 | New |
| Lederer & Associates Investment Counsel | 1,275 | $203.0K | 0.13% | +1,275 | New |
| Helium Advisors LLC | 1,282 | $203.7K | 0.17% | +1,282 | New |
| GPS Wealth Strategies Group, LLC | 1,284 | $204.0K | 0.02% | −57−4.3% | Reduced |
| Carter Financial Group, INC. | 1,284 | $204.1K | 0.12% | +1,284 | New |
| CRA Financial Services, LLC | 1,288 | $204.8K | 0.03% | +1,288 | New |
| Patten Group, Inc. | 1,296 | $206.0K | 0.04% | +1,296 | New |
| L.M. Kohn & Company | 1,300 | $206.6K | 0.25% | −1,238−48.8% | Reduced |
| New World Advisors LLC | 1,304 | $207.3K | 0.04% | +1,304 | New |
| Summitry LLC | 1,306 | $207.6K | 0.01% | +1,306 | New |
| Trillium Asset Management, LLC | 1,314 | $209.0K | 0.01% | +1,314 | New |
| Howard Capital Management Group, LLC | 1,316 | $209.2K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,317 | $209.3K | 0.83% | +268+25.5% | Added |
| Pointe Capital Management LLC | 1,317 | $209.3K | 0.10% | +1,317 | New |
| Old Point Trust & Financial Services N A | 1,319 | $209.7K | 0.07% | +200+17.9% | Added |
| Crown Wealth Group, LLC | 1,319 | $209.7K | 0.06% | +1,319 | New |
| Fire Capital Management LLC | 1,324 | $210.5K | 0.12% | +1,324 | New |
| Hall Capital Management Co Inc | 1,326 | $210.8K | 0.08% | +1,326 | New |
| Cinctive Capital Management LP | 1,327 | $210.9K | 0.01% | −108,779−98.8% | Reduced |
| N.E.W. Advisory Services LLC | 1,330 | $211.4K | 0.02% | +2+0.2% | Added |
| MPS Loria Financial Planners, LLC | 1,332 | $211.8K | 0.06% | +1,332 | New |
| Motive Wealth Advisors | 1,333 | $211.9K | 0.09% | +1,333 | New |
| Thoroughbred Financial Services, LLC | 1,339 | $212.0K | 0.01% | +1,339 | New |
| Y.D. More Investments Ltd | 1,335 | $212.0K | 0.01% | −303−18.5% | Reduced |
| Genesis Private Wealth, LLC | 1,334 | $212.1K | 0.09% | −641−32.5% | Reduced |