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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 1,342 | $212.1K | 0.05% | +1,342 | New |
| eCIO, Inc. | 1,338 | $212.7K | 0.08% | −89−6.2% | Reduced |
| National Philanthropic Trust | 1,339 | $212.8K | 0.00% | +1,339 | New |
| Saxon Interests, Inc. | 1,416 | $213.1K | 0.08% | +1,416 | New |
| Private Advisory Group LLC | 1,341 | $213.2K | 0.02% | +1,341 | New |
| Shum Financial Group, Inc. | 1,344 | $213.6K | 0.16% | +1,344 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,314 | $213.7K | 0.16% | +1,314 | New |
| Piscataqua Savings Bank | 1,345 | $213.8K | 0.17% | −200−12.9% | Reduced |
| Manchester Capital Management LLC | 1,346 | $214.0K | 0.03% | −2,218−62.2% | Reduced |
| LexAurum Advisors, LLC | 1,348 | $214.3K | 0.03% | +1,348 | New |
| Axis Wealth Partners, LLC | 1,349 | $214.5K | 0.13% | +1,349 | New |
| Confluence Wealth Services, Inc. | 1,350 | $214.6K | 0.01% | −93−6.4% | Reduced |
| Fiera Capital Corp | 1,355 | $215.4K | 0.00% | +1,355 | New |
| Silvant Capital Management LLC | 1,357 | $215.7K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,358 | $215.8K | 0.07% | +1,358 | New |
| Uhlmann Price Securities, LLC | 1,365 | $216.9K | 0.13% | +1,365 | New |
| Pitti Group Wealth Management, LLC | 1,367 | $217.4K | 0.19% | +1,367 | New |
| Leisure Capital Management | 1,370 | $217.8K | 0.07% | +1,370 | New |
| Coordinated Financial Services, Inc. | 1,371 | $218.0K | 0.14% | −119−8.0% | Reduced |
| Longview Financial Advisors LLC | 1,383 | $219.8K | 0.13% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,384 | $220.0K | 0.03% | −259−15.8% | Reduced |
| WD Rutherford LLC | 1,385 | $220.2K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,385 | $220.2K | 0.01% | +1,385 | New |
| Traphagen Investment Advisors LLC | 1,387 | $220.4K | 0.02% | −78−5.3% | Reduced |
| Commonwealth Financial Services, LLC | 1,387 | $220.5K | 0.04% | +1,387 | New |
| Powers Advisory Group, LLC | 1,387 | $220.6K | 0.09% | +1,387 | New |
| EPG Wealth Management LLC | 1,392 | $221.2K | 0.06% | −43−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,394 | $221.6K | 0.07% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,402 | $222.9K | 0.13% | +1,402 | New |
| 626 Financial, LLC | 1,404 | $223.2K | 0.10% | +1,404 | New |
| Firethorn Wealth Partners, LLC | 1,404 | $223.3K | 0.09% | +1,404 | New |
| iA Global Asset Management Inc. | 1,410 | $224.0K | 0.00% | −1,555−52.4% | Reduced |
| Whalerock Point Partners, LLC | 1,410 | $224.1K | 0.05% | +1,410 | New |
| Wells Trecaso Financial Group, LLC | 1,412 | $224.5K | 0.11% | +1,412 | New |
| GK Wealth Management LLC | 1,413 | $224.5K | 0.17% | +1,413 | New |
| Sig Brokerage, LP | 1,415 | $224.9K | 0.06% | −1,004−41.5% | Reduced |
| Resources Management Corp | 1,415 | $225.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,419 | $225.5K | 0.01% | −60−4.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,420 | $225.9K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,422 | $226.0K | 0.00% | +1,422 | New |
| First Financial Bankshares Inc | 1,422 | $226.0K | 0.00% | +1,422 | New |
| Trust Co of Oklahoma | 1,426 | $226.7K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $228.1K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,437 | $228.4K | 0.03% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 1,438 | $228.6K | 0.03% | −553−27.8% | Reduced |
| Pinnacle Financial Group, LLC | 1,444 | $229.5K | 0.07% | +1,444 | New |
| Wolverine Trading, LLC | 1,425 | $229.7K | 0.00% | +1,425 | New |
| Chicago Trust Co NA | 1,448 | $230.2K | 0.03% | +10+0.7% | Added |
| Red Wave Investments LLC | 1,452 | $230.8K | 0.07% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,461 | $232.2K | 0.08% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,466 | $233.1K | 0.01% | +1,466 | New |
| Ransom Advisory, Ltd | 1,469 | $233.5K | 0.11% | −125−7.8% | Reduced |
| XY Planning Network, Inc. | 1,659 | $233.7K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,477 | $234.8K | 0.08% | +1,477 | New |
| PKS Advisory Services, LLC | 1,483 | $235.7K | 0.06% | +1,483 | New |
| Traynor Capital Management, Inc. | 1,490 | $236.8K | 0.01% | +1,490 | New |
| Fortis Group Advisors, LLC | 1,444 | $236.8K | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 1,490 | $236.8K | 0.02% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 1,492 | $237.2K | 0.25% | +1,492 | New |
| VisionPoint Advisory Group, LLC | 1,493 | $237.3K | 0.05% | −2,995−66.7% | Reduced |
| Brown Wealth Management, LLC | 1,497 | $238.0K | 0.07% | +1,497 | New |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $238.0K | 0.02% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,500 | $238.4K | 0.13% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,501 | $238.6K | 0.02% | −2,008−57.2% | Reduced |
| Burt Wealth Advisors | 1,505 | $239.2K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,507 | $239.6K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,511 | $240.2K | 0.01% | −1,063−41.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,516 | $241.0K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,517 | $241.1K | 0.06% | +37+2.5% | Added |
| AssuredPartners Investment Advisors, LLC | 1,518 | $241.3K | 0.05% | +68+4.7% | Added |
| TCI Wealth Advisors, Inc. | 1,521 | $241.8K | 0.01% | +38+2.6% | Added |
| FCG Investment Co | 1,527 | $242.7K | 0.11% | −67−4.2% | Reduced |
| Whelan Financial | 1,530 | $243.2K | 0.08% | +1,530 | New |
| Dividend Assets Capital, LLC | 1,531 | $243.4K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,533 | $243.7K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,534 | $243.8K | 0.17% | −23−1.5% | Reduced |
| Ashton Thomas Securities, LLC | 1,535 | $244.0K | 0.03% | +1,535 | New |
| National Wealth Management Group, LLC | 1,537 | $244.3K | 0.09% | −1,175−43.3% | Reduced |
| Financial Council Asset Management Inc | 1,543 | $245.3K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,547 | $245.9K | 0.03% | −110−6.6% | Reduced |
| Landaas & Co | 1,546 | $246.0K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,549 | $246.3K | 0.02% | −174−10.1% | Reduced |
| Roof Eidam & Maycock | 1,560 | $248.0K | 0.06% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 1,562 | $248.3K | 0.14% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,562 | $248.3K | 0.05% | −197−11.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,565 | $249.0K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 1,567 | $249.1K | 0.05% | −120−7.1% | Reduced |
| Ewa, LLC | 1,567 | $249.1K | 0.07% | +60+4.0% | Added |
| Blue Barn Wealth, LLC | 1,568 | $249.2K | 0.11% | +11+0.7% | Added |
| TFC Financial Management | 1,570 | $249.5K | 0.03% | +9+0.6% | Added |
| Syverson Strege & Co | 1,572 | $249.9K | 0.06% | −317−16.8% | Reduced |
| First National Corp | 1,594 | $250.2K | 0.05% | −54−3.3% | Reduced |
| Washington Trust Bank | 1,574 | $250.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,585 | $252.0K | 0.11% | +1,585 | New |
| FLC Capital Advisors | 1,595 | $253.5K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,600 | $254.3K | 0.42% | −520−24.5% | Reduced |
| McNamara Financial Services, Inc. | 1,600 | $254.3K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $254.3K | 0.11% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,600 | $254.3K | 0.26% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 1,601 | $254.5K | 0.11% | 00.0% | Unchanged |