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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 1,875 | $298.1K | 0.02% | +13+0.7% | Added |
| Acorn Creek Capital LLC | 1,879 | $298.7K | 0.11% | +20+1.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,881 | $299.0K | 0.07% | +184+10.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,878 | $299.0K | 0.11% | 00.0% | Unchanged |
| JB Capital LLC | 1,885 | $299.6K | 0.01% | +30+1.6% | Added |
| Grant Private Wealth Management Inc | 1,892 | $300.7K | 0.19% | +1,892 | New |
| Norway Savings Bank | 1,896 | $301.4K | 0.15% | −15−0.8% | Reduced |
| Gemmer Asset Management LLC | 1,896 | $301.5K | 0.02% | −1−0.1% | Reduced |
| Patton Fund Management, Inc. | 1,898 | $301.7K | 0.05% | 00.0% | Unchanged |
| LCNB Corp | 1,900 | $302.0K | 0.11% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,914 | $304.2K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,917 | $304.7K | 0.11% | +22+1.2% | Added |
| Goelzer Investment Management, Inc. | 1,920 | $305.2K | 0.02% | −149−7.2% | Reduced |
| Neville Rodie & Shaw Inc | 1,926 | $306.0K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 1,926 | $306.2K | 0.02% | +219+12.8% | Added |
| West Family Investments, Inc. | 6,797 | $306.5K | 0.07% | +1,227+22.0% | Added |
| Lewis Asset Management, LLC | 1,933 | $307.2K | 0.13% | +92+5.0% | Added |
| Phillips Wealth Planners LLC | 1,954 | $308.9K | 0.26% | −481−19.8% | Reduced |
| RKL Wealth Management LLC | 1,943 | $308.9K | 0.03% | +3+0.2% | Added |
| Balentine LLC | 1,945 | $309.2K | 0.01% | +437+29.0% | Added |
| Family Management Corp | 1,950 | $310.0K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,951 | $310.1K | 0.13% | −41−2.1% | Reduced |
| OneAscent Family Office, LLC | 1,951 | $310.1K | 0.25% | −45−2.3% | Reduced |
| Consilio Wealth Advisors, LLC | 1,951 | $310.1K | 0.10% | +29+1.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $313.0K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,970 | $313.2K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,971 | $313.3K | 0.04% | +158+8.7% | Added |
| Leeward Financial Partners, LLC | 1,978 | $314.4K | 0.09% | +3+0.2% | Added |
| Running Point Capital Advisors, LLC | 1,982 | $315.1K | 0.08% | +44+2.3% | Added |
| TruWealth Advisors, LLC | 1,985 | $315.5K | 0.02% | 00.0% | Unchanged |
| Capital Square, LLC | 1,986 | $315.7K | 0.16% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,987 | $315.9K | 0.01% | −61−3.0% | Reduced |
| King Wealth | 1,990 | $316.0K | 0.04% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,997 | $317.4K | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,998 | $317.6K | 0.07% | +206+11.5% | Added |
| Warther Private Wealth, LLC | 2,000 | $317.9K | 0.08% | −115−5.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $317.9K | 0.18% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $317.9K | 0.21% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 2,000 | $317.9K | 0.28% | +2,000 | New |
| Granite Harbor Advisors, Inc. | 2,001 | $318.1K | 0.13% | +43+2.2% | Added |
| Interactive Financial Advisors | 2,003 | $318.4K | 0.17% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,005 | $318.7K | 0.24% | −23−1.1% | Reduced |
| Flaharty Asset Management, LLC | 2,008 | $319.2K | 0.04% | +216+12.1% | Added |
| TCFG Wealth Management, LLC | 2,023 | $321.6K | 0.13% | +305+17.8% | Added |
| Mayfair Advisory Group, LLC | 2,027 | $322.2K | 0.14% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,029 | $322.6K | 0.05% | +176+9.5% | Added |
| Zevin Asset Management LLC | 2,034 | $323.0K | 0.05% | +2,034 | New |
| Alta Wealth Advisors LLC | 2,049 | $325.7K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,050 | $325.8K | 0.02% | +249+13.8% | Added |
| Smallwood Wealth Investment Management, LLC | 2,058 | $327.3K | 0.17% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,067 | $328.6K | 0.07% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,067 | $328.6K | 0.04% | −91−4.2% | Reduced |
| Investment Partners, Ltd. | 2,072 | $329.4K | 0.12% | +2+0.1% | Added |
| First Business Financial Services, Inc. | 2,084 | $331.3K | 0.03% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,021 | $331.5K | 0.15% | +2,021 | New |
| Glen Eagle Advisors, LLC | 2,089 | $332.1K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,090 | $332.3K | 0.16% | +297+16.6% | Added |
| Silverlake Wealth Management LLC | 2,093 | $332.7K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,103 | $334.3K | 0.04% | −192−8.4% | Reduced |
| Manske Wealth Management | 2,104 | $334.5K | 0.10% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,107 | $334.9K | 0.01% | 00.0% | Unchanged |
| Tepp RIA, LLC | 2,109 | $335.2K | 0.38% | +175+9.0% | Added |
| Boyd Watterson Asset Management LLC | 2,114 | $336.0K | 0.10% | −54−2.5% | Reduced |
| Werba Rubin Papier Wealth Management | 2,121 | $337.2K | 0.05% | +73+3.6% | Added |
| New Covenant Trust Company, N.A. | 2,128 | $338.3K | 0.31% | −834−28.2% | Reduced |
| Everett Harris & Co | 2,134 | $339.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,143 | $340.7K | 0.08% | +89+4.3% | Added |
| WealthShield Partners, LLC | 2,145 | $340.9K | 0.04% | −10.0% | Reduced |
| Macroview Investment Management LLC | 2,146 | $341.1K | 0.26% | +8+0.4% | Added |
| Canvas Wealth Advisors, LLC | 2,165 | $341.2K | 0.06% | +19+0.9% | Added |
| Proficio Capital Partners LLC | 2,148 | $341.5K | 0.02% | −6,379−74.8% | Reduced |
| Argus Investors' Counsel, Inc. | 2,150 | $341.8K | 0.27% | −2,950−57.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2,153 | $342.0K | 0.04% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,157 | $342.9K | 0.03% | −226−9.5% | Reduced |
| Sunflower Bank, N.A. | 2,161 | $343.5K | 0.08% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,095 | $343.6K | 0.20% | +183+9.6% | Added |
| Mosaic Financial Group, LLC | 2,167 | $344.0K | 0.24% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,167 | $344.4K | 0.03% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,168 | $344.7K | 0.16% | +309+16.6% | Added |
| Edgestream Partners, L.P. | 2,175 | $345.7K | 0.01% | −72,943−97.1% | Reduced |
| CWS Financial Advisors, LLC | 2,182 | $346.8K | 0.10% | +100+4.8% | Added |
| Legacy Advisors, LLC | 2,184 | $347.1K | 0.04% | +2,184 | New |
| BancorpSouth Bank | 2,183 | $347.1K | 0.02% | +64+3.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,189 | $348.0K | 0.05% | +2+0.1% | Added |
| Binnacle Investments Inc | 2,193 | $348.6K | 0.21% | +130+6.3% | Added |
| Eagle Strategies LLC | 2,196 | $349.1K | 0.05% | +12+0.5% | Added |
| Intergy Private Wealth, LLC | 2,197 | $349.2K | 0.11% | −53−2.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,197 | $349.2K | 0.05% | +124+6.0% | Added |
| Groesbeck Investment Management Corp | 2,200 | $350.0K | 0.68% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,203 | $350.2K | 0.05% | +3+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 2,204 | $350.4K | 0.07% | +10.0% | Added |
| Wall Street Financial Group, Inc. | 2,205 | $350.5K | 0.26% | −3−0.1% | Reduced |
| Equitable Trust Co | 2,206 | $350.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,206 | $350.7K | 0.03% | +2,206 | New |
| Riverwater Partners LLC | 2,218 | $352.6K | 0.15% | −172−7.2% | Reduced |
| Montz Harcus Wealth Management LLC | 2,219 | $352.8K | 0.15% | +9+0.4% | Added |
| Wilkinson Global Asset Management LLC | 2,224 | $353.5K | 0.02% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,245 | $356.9K | 0.31% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,245 | $356.9K | 0.32% | +44+2.0% | Added |
| Victory Financial Group, LLC | 2,251 | $357.2K | 0.05% | −418−15.7% | Reduced |