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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Kingsman Wealth Management, Inc. | 3,264 | $518.9K | 0.29% | +19+0.6% | Added |
| First County Bank | 3,276 | $520.8K | 0.27% | −1,608−32.9% | Reduced |
| Proathlete Wealth Management LLC | 3,283 | $522.1K | 0.15% | +14+0.4% | Added |
| LGT Fund Management Co Ltd. | 3,328 | $522.1K | 0.04% | −510−13.3% | Reduced |
| Viawealth, LLC | 3,287 | $522.5K | 0.29% | +46+1.4% | Added |
| Means Investment Co., Inc. | 3,289 | $522.8K | 0.05% | +989+43.0% | Added |
| Legacy Edge Advisors, LLC | 3,304 | $525.2K | 0.06% | −25−0.8% | Reduced |
| Wealth Preservation Advisors, LLC | 3,336 | $530.3K | 0.31% | −2−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,340 | $530.9K | 0.06% | +509+18.0% | Added |
| Quantum Financial Advisors, LLC | 3,342 | $531.3K | 0.06% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,346 | $531.9K | 0.22% | −58−1.7% | Reduced |
| Integrity Alliance, LLC. | 3,350 | $532.6K | 0.03% | +321+10.6% | Added |
| Onefund, LLC | 3,359 | $533.9K | 0.34% | +129+4.0% | Added |
| MJP Associates Inc | 3,363 | $534.5K | 0.07% | +134+4.1% | Added |
| Versor Investments LP | 3,372 | $536.0K | 0.10% | −8,021−70.4% | Reduced |
| Naviter Wealth, LLC | 3,378 | $537.0K | 0.06% | +554+19.6% | Added |
| Signal Advisors Wealth, LLC | 3,390 | $538.8K | 0.05% | −320−8.6% | Reduced |
| May Hill Capital, LLC | 3,391 | $539.1K | 0.16% | +1,259+59.1% | Added |
| Cohen & Steers, Inc. | 3,400 | $540.0K | 0.00% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,411 | $542.2K | 0.09% | −1,519−30.8% | Reduced |
| RVW Wealth, LLC | 3,416 | $543.0K | 0.04% | +28+0.8% | Added |
| Bank of Hawaii | 3,417 | $543.2K | 0.03% | −15−0.4% | Reduced |
| Community Bank of Raymore | 3,420 | $543.6K | 0.38% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,422 | $544.0K | 0.02% | +136+4.1% | Added |
| Davidson Investment Advisors | 3,427 | $544.8K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,431 | $545.4K | 0.08% | +3,431 | New |
| Prestige Wealth Management Group LLC | 3,451 | $548.6K | 0.11% | +34+1.0% | Added |
| Journey Advisory Group, LLC | 3,458 | $549.6K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,469 | $551.5K | 0.10% | −29−0.8% | Reduced |
| Fortress Private Ledger, LLC | 3,471 | $551.7K | 0.20% | +526+17.9% | Added |
| Farmers National Bank | 3,473 | $552.1K | 0.13% | −40−1.1% | Reduced |
| Nwam LLC | 3,418 | $552.9K | 0.03% | −8−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 3,481 | $553.3K | 0.21% | −15−0.4% | Reduced |
| Duncker Streett & Co Inc | 3,486 | $554.1K | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,465 | $554.5K | 0.01% | +482+16.2% | Added |
| Beirne Wealth Consulting Services, LLC | 3,509 | $557.9K | 0.13% | +1,890+116.7% | Added |
| Howard Financial Services, Ltd. | 3,521 | $559.7K | 0.07% | +668+23.4% | Added |
| Great Lakes Advisors, LLC | 3,531 | $561.3K | 0.00% | −375−9.6% | Reduced |
| Teza Capital Management LLC | 3,539 | $562.6K | 3.04% | −10,166−74.2% | Reduced |
| Tradition Wealth Management, LLC | 3,549 | $564.1K | 0.04% | +734+26.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,588 | $570.3K | 0.02% | +111+3.2% | Added |
| 111 Capital | 3,593 | $571.1K | 0.11% | −2,631−42.3% | Reduced |
| Missouri Trust & Investment Co | 3,600 | $572.3K | 0.17% | −150−4.0% | Reduced |
| Wright Investors Service Inc | 3,605 | $573.1K | 0.17% | −207−5.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,625 | $576.2K | 0.01% | +1,014+38.8% | Added |
| Marino, Stram & Associates LLC | 3,667 | $583.0K | 0.10% | +10+0.3% | Added |
| Optas, LLC | 3,678 | $584.7K | 0.10% | +294+8.7% | Added |
| Topsail Wealth Management, LLC | 3,685 | $585.8K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,690 | $586.6K | 0.07% | +851+30.0% | Added |
| Johnson Financial Group, Inc. | 3,692 | $586.9K | 0.02% | +476+14.8% | Added |
| CMT Capital Markets Trading GmbH | 3,694 | $587.0K | 0.24% | −2,988−44.7% | Reduced |
| Summit Wealth Group LLC | 7,198 | $587.9K | 0.08% | +7,198 | New |
| JFS Wealth Advisors, LLC | 3,700 | $588.2K | 0.03% | +3,085+501.6% | Added |
| Park National Corp | 3,702 | $588.5K | 0.02% | −432−10.4% | Reduced |
| Webster Bank, N. A. | 3,707 | $589.3K | 0.06% | −225−5.7% | Reduced |
| Penserra Capital Management LLC | 3,718 | $590.0K | 0.01% | +3,583+2,654.1% | Added |
| Rosenberg Matthew Hamilton | 3,721 | $591.5K | 0.13% | 00.0% | Unchanged |
| West Branch Capital LLC | 3,740 | $594.5K | 0.16% | +1,966+110.8% | Added |
| Sentinus, LLC | 3,746 | $595.5K | 0.13% | +100+2.7% | Added |
| Jackson Creek Investment Advisors LLC | 3,757 | $597.0K | 0.17% | −28−0.7% | Reduced |
| Trueblood Wealth Management, LLC | 3,756 | $597.0K | 0.23% | +24+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,760 | $597.7K | 0.12% | +238+6.8% | Added |
| Pure Financial Advisors, Inc. | 3,761 | $597.8K | 0.01% | +372+11.0% | Added |
| Omnia Family Wealth, LLC | 3,764 | $598.3K | 0.19% | −13−0.3% | Reduced |
| Oxford Financial Group Ltd | 3,776 | $600.2K | 0.03% | +2,288+153.8% | Added |
| Bolthouse Investments, LLC | 3,785 | $601.7K | 0.55% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,788 | $602.1K | 0.14% | +24+0.6% | Added |
| USA Financial Portformulas Corp | 3,797 | $603.6K | 0.11% | +3,797 | New |
| Valmark Advisers, Inc. | 3,799 | $603.9K | 0.01% | +71+1.9% | Added |
| Cetera Trust Company, N.A | 3,804 | $604.7K | 0.34% | 00.0% | Unchanged |
| Centric Wealth Management | 3,691 | $605.3K | 0.13% | +30+0.8% | Added |
| Impact Capital Partners LLC | 3,814 | $606.3K | 0.18% | −130−3.3% | Reduced |
| Bank of Nova Scotia Trust Co | 3,830 | $608.8K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,831 | $609.0K | 0.02% | +7+0.2% | Added |
| Jacobi Capital Management LLC | 3,835 | $609.7K | 0.04% | +16+0.4% | Added |
| Kennebec Savings Bank | 3,855 | $612.8K | 0.56% | +826+27.3% | Added |
| Crews Bank & Trust | 3,856 | $613.0K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,857 | $613.1K | 0.05% | +104+2.8% | Added |
| Broyhill Asset Management | 3,865 | $614.4K | 0.54% | −50−1.3% | Reduced |
| Segment Wealth Management, LLC | 3,865 | $614.4K | 0.04% | +50+1.3% | Added |
| SOL Capital Management CO | 3,875 | $616.0K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,876 | $616.2K | 0.14% | −269−6.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,881 | $616.9K | 0.42% | −190−4.7% | Reduced |
| Tritonpoint Wealth, LLC | 3,895 | $619.1K | 0.05% | +95+2.5% | Added |
| Bullock Wealth Management Group | 3,987 | $625.5K | 0.31% | +267+7.2% | Added |
| Allen Investment Management LLC | 3,944 | $626.9K | 0.01% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,945 | $627.1K | 0.04% | −1,500−27.5% | Reduced |
| 3Chopt Investment Partners, LLC | 3,946 | $627.3K | 0.14% | −40−1.0% | Reduced |
| QVR LLC | 3,950 | $627.9K | 0.76% | +3,950 | New |
| Payne Capital Management, LLC | 3,960 | $629.5K | 0.20% | −250−5.9% | Reduced |
| Claro Advisors LLC | 3,967 | $630.7K | 0.09% | +141+3.7% | Added |
| Exencial Wealth Advisors, LLC | 3,969 | $630.9K | 0.02% | +324+8.9% | Added |
| Coastal Bridge Advisors, LLC | 3,973 | $631.6K | 0.05% | −457−10.3% | Reduced |
| Accurate Wealth Management, LLC | 4,081 | $633.8K | 0.08% | +786+23.9% | Added |
| Integrated Investment Consultants, LLC | 3,998 | $635.5K | 0.11% | −633−13.7% | Reduced |
| AA Financial Advisors, LLC | 4,013 | $637.9K | 0.13% | −15−0.4% | Reduced |
| Alpha Family Trust | 4,025 | $639.8K | 0.30% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,027 | $640.1K | 0.01% | +885+28.2% | Added |
| Arete Wealth Advisors, LLC | 4,015 | $641.0K | 0.04% | +382+10.5% | Added |
| Cromwell Holdings LLC | 4,034 | $641.2K | 0.34% | 00.0% | Unchanged |