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 |
|---|---|---|---|---|---|
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $255.0K | 0.03% | +7+0.4% | Added |
| Channel Wealth LLC | 1,606 | $255.3K | 0.07% | −1−0.1% | Reduced |
| LJI Wealth Management, LLC | 1,612 | $256.2K | 0.04% | −259−13.8% | Reduced |
| Silver Grove Financial Group, Inc. | 1,614 | $256.6K | 0.24% | +1,614 | New |
| STAR Financial Bank | 1,616 | $256.9K | 0.15% | −76−4.5% | Reduced |
| Godsey & Gibb Associates | 1,626 | $258.5K | 0.02% | −124−7.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,633 | $259.7K | 0.01% | +1,633 | New |
| Armstrong Advisory Group, Inc | 1,638 | $260.4K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,594 | $261.0K | 0.08% | −680−29.9% | Reduced |
| Facet Wealth, Inc. | 1,648 | $262.0K | 0.01% | +1,648 | New |
| Hoxton Planning & Management, LLC | 1,649 | $262.1K | 0.08% | −70−4.1% | Reduced |
| Precedent Wealth Partners, LLC | 1,652 | $262.6K | 0.06% | −77−4.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,652 | $262.7K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,654 | $262.9K | 0.02% | +5+0.3% | Added |
| Per Stirling Capital Management, LLC. | 1,654 | $263.0K | 0.03% | +3+0.2% | Added |
| Westwood Holdings Group Inc. | 1,653 | $263.0K | 0.00% | −140−7.8% | Reduced |
| Westmount Partners, LLC | 1,680 | $263.6K | 0.07% | +19+1.1% | Added |
| Biltmore Family Office, LLC | 1,660 | $263.9K | 0.04% | +51+3.2% | Added |
| Hidden Cove Wealth Management, LLC | 1,661 | $264.0K | 0.17% | +1,661 | New |
| Schrum Private Wealth Management LLC | 1,665 | $264.6K | 0.19% | −20−1.2% | Reduced |
| Secure Asset Management, LLC | 1,688 | $264.8K | 0.04% | +73+4.5% | Added |
| Noesis Capital Mangement Corp | 1,666 | $264.8K | 0.04% | +11+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 1,667 | $265.0K | 0.05% | +1,667 | New |
| Centurion Wealth Management LLC | 1,669 | $265.2K | 0.06% | −21−1.2% | Reduced |
| Riverbend Wealth Management, LLC | 1,671 | $265.6K | 0.19% | −33−1.9% | Reduced |
| Carrera Capital Advisors | 1,671 | $265.6K | 0.05% | +200+13.6% | Added |
| ORG Wealth Partners, LLC | 1,680 | $267.0K | 0.06% | +927+123.1% | Added |
| Spirepoint Private Client, LLC | 1,684 | $267.7K | 0.03% | +1,684 | New |
| Pekin Hardy Strauss, Inc. | 1,688 | $268.3K | 0.03% | +53+3.2% | Added |
| Walkner Condon Financial Advisors LLC | 1,688 | $268.3K | 0.04% | +92+5.8% | Added |
| CFO4Life Group, LLC | 1,688 | $268.4K | 0.04% | +58+3.6% | Added |
| Kennedy Investment Group | 1,689 | $268.5K | 0.11% | +7+0.4% | Added |
| Real Talk Capital, LLC | 1,691 | $268.8K | 0.29% | +1,691 | New |
| Richard P Slaughter Associates Inc | 1,697 | $269.8K | 0.06% | −43−2.5% | Reduced |
| Garden State Investment Advisory Services LLC | 1,698 | $270.0K | 0.07% | +2+0.1% | Added |
| Keystone Financial Group | 1,700 | $270.2K | 0.02% | +103+6.4% | Added |
| Brave Asset Management Inc | 1,700 | $270.2K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $270.2K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 1,707 | $271.3K | 0.06% | −1−0.1% | Reduced |
| Central Bank & Trust Co | 1,709 | $271.7K | 0.04% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,712 | $272.1K | 0.03% | −244−12.5% | Reduced |
| Weatherly Asset Management L. P. | 1,715 | $272.6K | 0.02% | −28−1.6% | Reduced |
| LifeWealth Investments, LLC | 1,719 | $273.3K | 0.04% | +22+1.3% | Added |
| Catalina Capital Group, LLC | 1,720 | $273.4K | 0.17% | +1,720 | New |
| Paragon Private Wealth Management, LLC | 1,735 | $275.8K | 0.09% | +1,735 | New |
| Maltin Wealth Management, Inc. | 1,736 | $275.9K | 0.11% | +5+0.3% | Added |
| Grunden Financial Advisory, Inc. | 1,740 | $276.6K | 0.11% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,742 | $277.0K | 0.03% | +97+5.9% | Added |
| Park Place Capital Corp | 1,745 | $277.4K | 0.06% | −1,244−41.6% | Reduced |
| WP Advisors, LLC | 1,748 | $277.9K | 0.07% | +12+0.7% | Added |
| Private Wealth Asset Management, LLC | 1,749 | $278.0K | 0.03% | +250+16.7% | Added |
| Massachusetts Wealth Management | 1,750 | $278.2K | 0.14% | +25+1.4% | Added |
| Reston Wealth Management LLC | 1,751 | $278.3K | 0.09% | +99+6.0% | Added |
| Cypress Capital Group | 1,751 | $278.3K | 0.03% | −52−2.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,758 | $279.5K | 0.12% | −246−12.3% | Reduced |
| Southland Equity Partners LLC | 1,760 | $279.8K | 0.06% | +41+2.4% | Added |
| Stonebrook Private Inc. | 1,764 | $280.4K | 0.06% | +117+7.1% | Added |
| Bank Ozk | 1,765 | $280.6K | 0.10% | −40−2.2% | Reduced |
| CM Wealth Advisors LLC | 1,766 | $280.7K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,996 | $281.0K | 0.02% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,793 | $281.3K | 0.10% | −6−0.3% | Reduced |
| WealthTrust Axiom LLC | 1,770 | $281.4K | 0.08% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,716 | $281.4K | 0.08% | +15+0.9% | Added |
| Rise Advisors, LLC | 1,773 | $281.8K | 0.10% | +31+1.8% | Added |
| Black Swift Group, LLC | 1,773 | $281.8K | 0.05% | +166+10.3% | Added |
| Cambria Investment Management, L.P. | 1,775 | $282.2K | 0.02% | +194+12.3% | Added |
| Consolidated Portfolio Review Corp | 1,779 | $282.8K | 0.04% | −350−16.4% | Reduced |
| Holistic Financial Partners | 1,779 | $282.8K | 0.12% | +70+4.1% | Added |
| OneAscent Financial Services LLC | 1,790 | $284.5K | 0.02% | −601−25.1% | Reduced |
| Longboard Asset Management, LP | 1,796 | $285.5K | 0.46% | +1,796 | New |
| Reik & Co., LLC | 1,800 | $286.1K | 0.07% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $286.1K | 0.08% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $286.1K | 0.22% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,800 | $286.1K | 0.21% | +97+5.7% | Added |
| Virtus ETF Advisers LLC | 1,801 | $286.3K | 0.16% | −299−14.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,802 | $286.4K | 0.04% | +1,802 | New |
| Riggs Asset Managment Co. Inc. | 1,803 | $286.6K | 0.06% | −46−2.5% | Reduced |
| Athena Investment Management | 1,803 | $286.6K | 0.15% | −42−2.3% | Reduced |
| Royal Fund Management, LLC | 1,811 | $287.9K | 0.04% | −961−34.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,813 | $288.2K | 0.04% | −7−0.4% | Reduced |
| Revolve Wealth Partners, LLC | 1,816 | $288.7K | 0.03% | −1−0.1% | Reduced |
| Sterling Financial Group, Inc. | 1,817 | $288.8K | 0.09% | +28+1.6% | Added |
| Auour Investments LLC | 1,820 | $289.3K | 0.09% | −100−5.2% | Reduced |
| Pflug Koory, LLC | 1,824 | $289.9K | 0.14% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,830 | $290.9K | 0.05% | +213+13.2% | Added |
| Thrive Capital Management, LLC | 1,831 | $291.1K | 0.08% | −164−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,832 | $291.2K | 0.01% | +324+21.5% | Added |
| Cozad Asset Management Inc | 1,833 | $291.4K | 0.02% | −39−2.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,840 | $292.5K | 0.16% | +37+2.1% | Added |
| LeConte Wealth Management, LLC | 1,841 | $292.6K | 0.20% | +66+3.7% | Added |
| Florida Financial Advisors, LLC | 1,839 | $292.7K | 0.09% | −231−11.2% | Reduced |
| BKM Wealth Management, LLC | 1,848 | $293.8K | 0.11% | −185−9.1% | Reduced |
| Lifestyle Asset Management, Inc. | 1,849 | $293.9K | 0.10% | −17−0.9% | Reduced |
| Frederick Financial Consultants, LLC | 1,851 | $294.2K | 0.17% | +68+3.8% | Added |
| Gold Investment Management Ltd. | 1,856 | $295.0K | 0.10% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,859 | $295.6K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,869 | $297.0K | 0.00% | +678+56.9% | Added |
| Sunpointe, LLC | 1,870 | $297.3K | 0.11% | −787−29.6% | Reduced |
| Birch Hill Investment Advisors LLC | 1,871 | $297.4K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,875 | $298.1K | 0.01% | 00.0% | Unchanged |