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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 2,248 | $357.3K | 0.04% | +532+31.0% | Added |
| Weaver Capital Management LLC | 2,264 | $359.9K | 0.08% | +2,264 | New |
| Bouchey Financial Group Ltd | 2,268 | $360.5K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,271 | $361.0K | 0.18% | −13,618−85.7% | Reduced |
| Old North State Trust, LLC | 2,274 | $361.0K | 0.22% | 00.0% | Unchanged |
| Gries Financial LLC | 2,278 | $362.1K | 0.06% | +2,278 | New |
| Global Strategic Investment Solutions, LLC | 2,280 | $362.4K | 0.04% | −79−3.3% | Reduced |
| Welch Group, LLC | 2,280 | $362.4K | 0.01% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 2,290 | $364.0K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 2,290 | $364.0K | 0.04% | −3,519−60.6% | Reduced |
| Capital Performance Advisors LLP | 2,296 | $365.0K | 0.06% | +734+47.0% | Added |
| Prairie Wealth Advisors, Inc. | 2,300 | $365.6K | 0.15% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,302 | $366.0K | 0.13% | +25+1.1% | Added |
| First Affirmative Financial Network | 2,311 | $367.4K | 0.17% | +61+2.7% | Added |
| True Link Financial Advisors, LLC | 2,312 | $367.5K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,315 | $368.1K | 0.05% | −294−11.3% | Reduced |
| Kaizen Financial Strategies | 2,258 | $369.0K | 0.17% | −380−14.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,328 | $370.1K | 0.08% | 00.0% | Unchanged |
| Quantessence Capital LLC | 2,329 | $370.2K | 0.12% | +2,329 | New |
| American National Bank | 2,333 | $370.9K | 0.04% | −907−28.0% | Reduced |
| Primoris Wealth Advisors, LLC | 2,335 | $371.2K | 0.24% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 2,337 | $371.5K | 1.02% | +2,337 | New |
| Van Strum & Towne Inc. | 2,340 | $372.0K | 0.11% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 2,342 | $372.4K | 0.06% | +127+5.7% | Added |
| Fragasso Group Inc. | 2,370 | $373.5K | 0.02% | +124+5.5% | Added |
| Darden Wealth Group Inc | 2,350 | $373.6K | 0.20% | −46−1.9% | Reduced |
| Amussen Hunsaker Associates LLC | 2,351 | $374.5K | 0.04% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,368 | $375.1K | 0.44% | +353+17.5% | Added |
| Quarry LP | 2,360 | $375.1K | 0.09% | +2,019+592.1% | Added |
| Gitterman Wealth Management, LLC | 2,365 | $375.9K | 0.09% | −49−2.0% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $377.8K | 0.13% | 00.0% | Unchanged |
| Novem Group | 2,388 | $379.6K | 0.05% | −138−5.5% | Reduced |
| Veracity Capital LLC | 2,396 | $380.9K | 0.12% | +5+0.2% | Added |
| Firestone Capital Management | 2,400 | $381.5K | 0.08% | +27+1.1% | Added |
| Almanack Investment Partners, LLC. | 2,418 | $384.4K | 0.06% | −152−5.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,421 | $384.9K | 0.03% | −30−1.2% | Reduced |
| Stevens Capital Management LP | 2,419 | $385.0K | 0.05% | +2,419 | New |
| Apexium Financial, LP | 2,427 | $385.8K | 0.02% | −78−3.1% | Reduced |
| denkapparat Operations GmbH | 2,430 | $386.3K | 0.25% | +428+21.4% | Added |
| Jacobsen Capital Management | 2,432 | $386.6K | 0.13% | +5+0.2% | Added |
| Foster Group, Inc. | 2,434 | $386.9K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,439 | $387.7K | 0.09% | −107−4.2% | Reduced |
| Gsa Capital Partners LLP | 2,438 | $388.0K | 0.03% | −14,816−85.9% | Reduced |
| Hemington Wealth Management | 2,442 | $388.0K | 0.05% | +147+6.4% | Added |
| Ariadne Wealth Management, LP | 2,348 | $388.9K | 0.17% | −299−11.3% | Reduced |
| Cardinal Point Capital Management, ULC | 2,512 | $389.6K | 0.03% | −33−1.3% | Reduced |
| Horizon Wealth Management, LLC | 2,459 | $390.9K | 0.06% | +54+2.2% | Added |
| Silver Coast Investments LLC | 2,464 | $391.7K | 0.13% | −85−3.3% | Reduced |
| Capula Management Ltd | 2,467 | $392.2K | 0.00% | +2,467 | New |
| Requisite Capital Management, LLC | 2,470 | $392.6K | 0.07% | +2,470 | New |
| Doheny Asset Management | 2,473 | $393.0K | 0.25% | −50−2.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,474 | $393.3K | 0.08% | +2,474 | New |
| JGP Wealth Management, LLC | 2,534 | $393.5K | 0.04% | −1,031−28.9% | Reduced |
| Bragg Financial Advisors, Inc | 2,478 | $393.9K | 0.01% | −75−2.9% | Reduced |
| Cornerstone Advisory, LLC | 2,478 | $393.9K | 0.04% | +30+1.2% | Added |
| Valley National Advisers Inc | 2,490 | $395.0K | 0.06% | +80+3.3% | Added |
| Associated Banc-Corp | 2,485 | $395.0K | 0.01% | −272−9.9% | Reduced |
| Burling Wealth Partners, LLC | 2,485 | $395.0K | 0.07% | −1,545−38.3% | Reduced |
| Univest Financial Corp | 2,487 | $395.4K | 0.02% | +7+0.3% | Added |
| Sachetta, LLC | 2,488 | $395.5K | 0.15% | +14+0.6% | Added |
| BXM Wealth LLC | 2,490 | $395.8K | 0.37% | +2,490 | New |
| Claris Financial LLC | 2,504 | $398.0K | 0.23% | +600+31.5% | Added |
| Thrive Wealth Management, LLC | 2,506 | $398.3K | 0.06% | +3+0.1% | Added |
| Guardian Wealth Advisors, LLC | 2,506 | $398.4K | 0.03% | +521+26.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,509 | $398.8K | 0.13% | +96+4.0% | Added |
| Winthrop Advisory Group LLC | 2,513 | $399.4K | 0.03% | −61−2.4% | Reduced |
| Modern Wealth Management, LLC | 2,520 | $400.7K | 0.01% | +19+0.8% | Added |
| New Wave Wealth Advisors LLC | 2,524 | $401.2K | 0.16% | +2,524 | New |
| Flynn Zito Capital Management, LLC | 2,526 | $401.5K | 0.15% | +10.0% | Added |
| Motco | 2,529 | $402.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,534 | $402.8K | 0.09% | +7+0.3% | Added |
| Orrstown Financial Services Inc | 2,538 | $403.4K | 0.07% | −1,857−42.3% | Reduced |
| Wallace Advisory Group, LLC | 2,872 | $404.6K | 0.33% | −521−15.4% | Reduced |
| SIH Partners, LLLP | 2,546 | $404.7K | 0.04% | +2,546 | New |
| Michael B. Yongue | 2,548 | $405.0K | 0.29% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,550 | $405.3K | 0.03% | +363+16.6% | Added |
| Voya Financial Advisors, Inc. | 2,519 | $406.0K | 0.04% | −1,158−31.5% | Reduced |
| GAM Holding AG | 2,554 | $406.0K | 0.03% | +2,554 | New |
| Breakthru Advisory Services, LLC | 2,563 | $407.4K | 0.27% | +2,563 | New |
| IVC Wealth Advisors LLC | 2,568 | $408.2K | 0.18% | +6+0.2% | Added |
| BLB&B Advisors, LLC | 2,570 | $408.5K | 0.02% | +5+0.2% | Added |
| Samalin Investment Counsel, LLC | 2,581 | $410.2K | 0.14% | −51−1.9% | Reduced |
| Osterweis Capital Management Inc | 2,583 | $410.6K | 0.02% | +150+6.2% | Added |
| Lokken Investment Group LLC | 2,590 | $411.6K | 0.14% | +22+0.9% | Added |
| Hurlow Wealth Management Group, Inc. | 2,593 | $412.2K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,593 | $412.2K | 0.10% | +27+1.1% | Added |
| Financial Security Advisor, Inc. | 2,599 | $413.1K | 0.09% | +46+1.8% | Added |
| Fiduciary Group LLC | 2,605 | $414.1K | 0.04% | +2,605 | New |
| Camden National Bank | 2,606 | $414.3K | 0.06% | −65−2.4% | Reduced |
| Cove Private Wealth, LLC | 2,606 | $414.3K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,616 | $415.8K | 0.04% | +64+2.5% | Added |
| Sivia Capital Partners, LLC | 2,638 | $419.4K | 0.12% | +71+2.8% | Added |
| Pines Wealth Management, LLC | 2,655 | $422.0K | 0.14% | +138+5.5% | Added |
| Measured Wealth Private Client Group, LLC | 2,657 | $422.4K | 0.11% | −264−9.0% | Reduced |
| United Advisor Group, LLC | 2,658 | $422.5K | 0.06% | +2,658 | New |
| Ashford Capital Management Inc | 2,670 | $424.4K | 0.05% | 00.0% | Unchanged |
| American Trust | 2,670 | $424.4K | 0.04% | +770+40.5% | Added |
| Enterprise Financial Services Corp | 2,680 | $426.0K | 0.22% | −5−0.2% | Reduced |
| Rockingstone Advisors LLC | 2,680 | $426.0K | 0.21% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,681 | $426.2K | 0.23% | −301−10.1% | Reduced |