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 |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 2,683 | $426.5K | 0.04% | −1,262−32.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,685 | $426.8K | 0.20% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,687 | $427.1K | 0.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,693 | $428.1K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,719 | $432.2K | 0.09% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,664 | $433.2K | 0.09% | +251+10.4% | Added |
| Charter Capital Management, LLC | 2,735 | $434.8K | 0.23% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,743 | $436.1K | 0.34% | −36−1.3% | Reduced |
| LBMC Investment Advisors, LLC | 2,764 | $439.4K | 0.03% | +2,764 | New |
| Central Pacific Bank - Trust Division | 2,769 | $440.2K | 0.05% | −433−13.5% | Reduced |
| Grimes & Company, Inc. | 2,771 | $440.5K | 0.01% | −122−4.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,773 | $440.8K | 0.19% | +5+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $440.9K | 0.10% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,774 | $440.9K | 0.03% | +142+5.4% | Added |
| SLT Holdings LLC | 2,776 | $441.3K | 0.29% | +450+19.3% | Added |
| Tanager Wealth Management LLP | 2,779 | $441.8K | 0.05% | +114+4.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,762 | $442.0K | 0.29% | −37−1.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $445.1K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,804 | $445.7K | 0.09% | −319−10.2% | Reduced |
| Fairscale Capital, LLC | 2,804 | $445.7K | 0.31% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $445.7K | 0.05% | +930+49.6% | Added |
| Cercano Management LLC | 2,812 | $447.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,813 | $447.2K | 0.13% | −851−23.2% | Reduced |
| Elyxium Wealth, LLC | 2,814 | $447.3K | 0.16% | +201+7.7% | Added |
| Paradigm Financial Partners, LLC | 2,818 | $447.9K | 0.05% | −1,256−30.8% | Reduced |
| Aspen Wealth Strategies, LLC | 2,818 | $447.9K | 0.25% | +119+4.4% | Added |
| River Wealth Advisors LLC | 2,837 | $451.0K | 0.05% | −80−2.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,844 | $452.1K | 0.02% | +228+8.7% | Added |
| Groupe la Francaise | 2,892 | $452.5K | 0.01% | +2,121+275.1% | Added |
| MBL Wealth, LLC | 2,848 | $452.7K | 0.04% | +1,168+69.5% | Added |
| Accredited Investors Inc. | 2,851 | $453.2K | 0.03% | +453+18.9% | Added |
| Plancorp, LLC | 2,858 | $454.3K | 0.01% | +56+2.0% | Added |
| Austin Private Wealth, LLC | 2,867 | $455.7K | 0.04% | −132−4.4% | Reduced |
| Amica Retiree Medical Trust | 2,876 | $457.0K | 0.62% | −469−14.0% | Reduced |
| Auxano Advisors, LLC | 2,876 | $457.2K | 0.10% | +81+2.9% | Added |
| City State Bank | 2,878 | $457.5K | 0.13% | −100−3.4% | Reduced |
| Key Financial Inc | 2,934 | $460.3K | 0.09% | +2+0.1% | Added |
| Crawford Investment Counsel Inc | 2,900 | $461.0K | 0.01% | −30−1.0% | Reduced |
| Everpar Advisors LLC | 2,913 | $463.1K | 0.18% | −9−0.3% | Reduced |
| American State Bank (Iowa) | 2,922 | $464.5K | 0.24% | +14+0.5% | Added |
| Five Oceans Advisors | 2,934 | $466.4K | 0.17% | −135−4.4% | Reduced |
| O'Rourke & Company, Inc | 2,937 | $466.8K | 0.20% | −47−1.6% | Reduced |
| Golden State Wealth Management, LLC | 2,937 | $466.9K | 0.05% | +20+0.7% | Added |
| Ostrum Asset Management | 2,939 | $467.2K | 0.02% | −91−3.0% | Reduced |
| Humankind Investments LLC | 2,941 | $467.5K | 0.11% | −132−4.3% | Reduced |
| Founders Financial Alliance, LLC | 2,949 | $468.8K | 0.09% | +4+0.1% | Added |
| Blue Fin Capital, Inc. | 2,965 | $471.3K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,974 | $472.7K | 0.01% | −214−6.7% | Reduced |
| Tactive Advisors, LLC | 2,980 | $473.7K | 0.13% | −32−1.1% | Reduced |
| Ethos Financial Group, LLC | 2,985 | $474.5K | 0.04% | +1,378+85.7% | Added |
| Legacy Solutions, LLC | 2,985 | $474.5K | 0.43% | −90−2.9% | Reduced |
| Summit Wealth Group, LLC | 2,986 | $474.6K | 0.11% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,987 | $474.9K | 0.02% | −240−7.4% | Reduced |
| Severin Investments, LLC | 2,990 | $475.3K | 0.42% | −49−1.6% | Reduced |
| Spirit of America Management Corp | 3,000 | $476.9K | 0.10% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 3,000 | $476.9K | 0.22% | +3,000 | New |
| Circle Wealth Management, LLC | 3,002 | $477.2K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,013 | $478.9K | 0.06% | −98−3.2% | Reduced |
| Retirement Planning Group | 3,013 | $478.9K | 0.02% | +3,013 | New |
| Castle Wealth Management LLC | 3,014 | $479.1K | 0.16% | −5−0.2% | Reduced |
| Partners Wealth Management, LLC | 3,021 | $480.2K | 0.47% | +12+0.4% | Added |
| SFMG, LLC | 3,021 | $480.3K | 0.03% | +3,021 | New |
| Focus Financial Network, Inc. | 3,024 | $480.7K | 0.02% | −1,387−31.4% | Reduced |
| McLean Asset Management Corp | 3,053 | $482.7K | 0.10% | +46+1.5% | Added |
| Optimize Financial Inc | 3,044 | $483.9K | 0.25% | +3,044 | New |
| Shell Asset Management Co | 3,049 | $485.0K | 0.05% | −1,507−33.1% | Reduced |
| Sentry Investment Management LLC | 3,113 | $485.0K | 0.32% | −895−22.3% | Reduced |
| Fulcrum Capital LLC | 3,066 | $487.4K | 0.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,067 | $487.5K | 0.04% | +286+10.3% | Added |
| Avantax Planning Partners, Inc. | 3,079 | $489.4K | 0.01% | −41−1.3% | Reduced |
| Kovack Advisors, Inc. | 3,084 | $490.2K | 0.05% | −232−7.0% | Reduced |
| Watts Gwilliam & Co., LLC | 3,090 | $491.2K | 0.08% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $492.8K | 0.00% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 3,102 | $493.1K | 0.37% | +160+5.4% | Added |
| SageView Advisory Group, LLC | 3,106 | $493.7K | 0.02% | −142−4.4% | Reduced |
| Sapient Capital LLC | 3,070 | $494.8K | 0.01% | −330−9.7% | Reduced |
| Bedel Financial Consulting, Inc. | 3,120 | $496.0K | 0.06% | +63+2.1% | Added |
| Balboa Wealth Partners | 3,122 | $496.3K | 0.09% | +310+11.0% | Added |
| Hobbs Group Advisors, LLC | 3,123 | $496.4K | 0.15% | +32+1.0% | Added |
| Aspiriant, LLC | 3,145 | $499.9K | 0.02% | −66−2.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,147 | $500.3K | 0.39% | +126+4.2% | Added |
| Naples Global Advisors, LLC | 3,148 | $500.3K | 0.04% | −50−1.6% | Reduced |
| Easterly Investment Partners LLC | 3,151 | $500.9K | 0.03% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,156 | $501.7K | 0.28% | +3,156 | New |
| Argent Advisors, Inc. | 3,164 | $502.9K | 0.15% | +560+21.5% | Added |
| B&L Asset Management LLC | 3,172 | $504.2K | 0.26% | +35+1.1% | Added |
| Phoenix Holdings Ltd. | 11,804 | $505.0K | 0.01% | +596+5.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,200 | $508.7K | 0.02% | +690+27.5% | Added |
| Mason & Associates Inc | 3,202 | $509.0K | 0.10% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,200 | $510.0K | 0.18% | +159+5.2% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 3,216 | $511.2K | 0.23% | +3,216 | New |
| Essex Savings Bank | 3,223 | $512.3K | 0.12% | +14+0.4% | Added |
| WSFS Capital Management, LLC | 3,225 | $512.6K | 0.03% | +996+44.7% | Added |
| Congress Park Capital LLC | 3,225 | $512.6K | 0.16% | −25−0.8% | Reduced |
| Alpha Cubed Investments, LLC | 3,232 | $513.7K | 0.02% | +205+6.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $514.6K | 0.21% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,237 | $514.6K | 0.03% | +119+3.8% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $514.9K | 0.31% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,246 | $516.1K | 0.03% | +202+6.6% | Added |
| Wharton Business Group, LLC | 3,259 | $518.1K | 0.02% | −255−7.3% | Reduced |