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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 13,232 | $2.11M | 0.05% | +772+6.2% | Added |
| Moss Adams Wealth Advisors LLC | 13,222 | $2.10M | 0.16% | +65+0.5% | Added |
| Garner Asset Management Corp | 13,203 | $2.10M | 0.85% | +1,147+9.5% | Added |
| Harfst & Associates, Inc. | 13,152 | $2.09M | 0.39% | +99+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 13,034 | $2.07M | 0.12% | +13,034 | New |
| Westpac Banking Corp | 12,974 | $2.06M | 0.13% | −31,551−70.9% | Reduced |
| Convergence Investment Partners, LLC | 12,962 | $2.06M | 0.46% | −450−3.4% | Reduced |
| Mather Group, LLC. | 12,906 | $2.05M | 0.02% | +129+1.0% | Added |
| Virtus Investment Advisers, Inc. | 12,855 | $2.04M | 0.59% | +12,855 | New |
| CFM Wealth Partners LLC | 12,828 | $2.04M | 0.30% | +1,339+11.7% | Added |
| Lansing Street Advisors | 12,749 | $2.03M | 0.54% | −433−3.3% | Reduced |
| Greenwich Wealth Management LLC | 12,714 | $2.02M | 0.10% | −119−0.9% | Reduced |
| Brighton Jones LLC | 12,711 | $2.02M | 0.05% | +547+4.5% | Added |
| Bahl & Gaynor Inc | 12,700 | $2.02M | 0.01% | +6,448+103.1% | Added |
| Radnor Capital Management, LLC | 12,699 | $2.02M | 0.31% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,105 | $2.01M | 0.12% | −4,311−26.3% | Reduced |
| M&G Plc | 12,635 | $2.01M | 0.01% | +12,635 | New |
| Supplemental Annuity Collective Trust of NJ | 12,600 | $2.00M | 0.53% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 12,556 | $2.00M | 0.29% | −1,245−9.0% | Reduced |
| Trustmark National Bank Trust Department | 12,533 | $1.99M | 0.13% | +293+2.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,517 | $1.99M | 0.05% | −354−2.8% | Reduced |
| Excalibur Management Corp | 12,352 | $1.96M | 0.71% | −240−1.9% | Reduced |
| Evergreen Capital Management LLC | 12,347 | $1.96M | 0.05% | −533−4.1% | Reduced |
| Golden State Equity Partners | 12,189 | $1.94M | 0.33% | −1,054−8.0% | Reduced |
| Bard Financial Services, Inc. | 12,180 | $1.94M | 0.21% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 12,143 | $1.93M | 0.04% | +890+7.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,103 | $1.92M | 0.05% | −1,037−7.9% | Reduced |
| Prudent Man Advisors, LLC | 12,080 | $1.92M | 0.71% | −4,564−27.4% | Reduced |
| MMBG Investment Advisors Co. | 12,065 | $1.92M | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,951 | $1.90M | 0.05% | +2,025+20.4% | Added |
| BCS Private Wealth Management, Inc. | 11,947 | $1.90M | 0.68% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 11,894 | $1.89M | 0.83% | −225−1.9% | Reduced |
| Lee Financial Co | 11,792 | $1.87M | 0.24% | +275+2.4% | Added |
| Parsons Capital Management Inc | 11,696 | $1.86M | 0.11% | −975−7.7% | Reduced |
| Larson Financial Group LLC | 11,659 | $1.85M | 0.07% | +967+9.0% | Added |
| Principle Wealth Partners LLC | 11,600 | $1.84M | 0.11% | −64−0.5% | Reduced |
| Foster & Motley Inc | 11,559 | $1.84M | 0.10% | −453−3.8% | Reduced |
| Advisors Capital Management, LLC | 11,520 | $1.83M | 0.02% | +1,524+15.2% | Added |
| Magnus Financial Group LLC | 11,508 | $1.83M | 0.14% | +93+0.8% | Added |
| Berkshire Asset Management LLC | 11,484 | $1.83M | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,430 | $1.82M | 0.07% | +901+8.6% | Added |
| Ar Asset Management Inc | 11,400 | $1.81M | 0.38% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 11,360 | $1.81M | 0.36% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,344 | $1.80M | 0.26% | −67−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 11,330 | $1.80M | 0.01% | +2,488+28.1% | Added |
| Independence Bank of Kentucky | 11,327 | $1.80M | 0.23% | −416−3.5% | Reduced |
| Wilkins Investment Counsel Inc | 11,299 | $1.80M | 0.25% | −50−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 11,284 | $1.79M | 0.12% | +2,320+25.9% | Added |
| Armis Advisers, LLC | 10,961 | $1.79M | 0.17% | −190−1.7% | Reduced |
| Community Bank, N.A. | 11,226 | $1.78M | 0.22% | −162−1.4% | Reduced |
| VestGen Advisors, LLC | 11,190 | $1.78M | 0.06% | −678−5.7% | Reduced |
| Washington Trust Co | 11,175 | $1.78M | 0.06% | +260+2.4% | Added |
| Long Run Wealth Advisors, LLC | 11,169 | $1.78M | 0.35% | −1,116−9.1% | Reduced |
| Moment Partners, LLC | 11,160 | $1.77M | 0.31% | +1,793+19.1% | Added |
| Advisors Preferred, LLC | 11,300 | $1.77M | 0.26% | 00.0% | Unchanged |
| Delta Asset Management LLC | 11,042 | $1.76M | 0.15% | −10−0.1% | Reduced |
| Cape Ann Savings Bank | 11,040 | $1.75M | 0.94% | +703+6.8% | Added |
| Financial Engines Advisors L.L.C. | 11,014 | $1.75M | 0.00% | +292+2.7% | Added |
| Hartford Funds Management Co LLC | 10,974 | $1.74M | 0.15% | +3,558+48.0% | Added |
| Twin Capital Management Inc | 10,934 | $1.74M | 0.22% | −147−1.3% | Reduced |
| Tudor Investment Corp Et Al | 10,800 | $1.72M | 0.01% | −10,972−50.4% | Reduced |
| Zullo Investment Group, Inc. | 10,737 | $1.71M | 0.63% | −43−0.4% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.70M | 1.17% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 10,571 | $1.68M | 0.10% | +643+6.5% | Added |
| Congress Asset Management Co | 10,439 | $1.66M | 0.01% | −3,118−23.0% | Reduced |
| Quadrature Capital Ltd | 10,421 | $1.66M | 0.02% | −94,494−90.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,978 | $1.65M | 0.27% | +123+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 10,325 | $1.64M | 0.10% | +461+4.7% | Added |
| KLCM Advisors, Inc. | 10,295 | $1.64M | 0.16% | +738+7.7% | Added |
| AXA S.A. | 10,282 | $1.63M | 0.82% | −543,584−98.1% | Reduced |
| Evelyn Partners Investment Management LLP | 10,265 | $1.63M | 0.05% | −1,250−10.9% | Reduced |
| Morse Asset Management, Inc | 10,231 | $1.63M | 0.32% | +776+8.2% | Added |
| Gallagher Capital Advisors, LLC | 10,037 | $1.63M | 0.94% | +68+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 10,206 | $1.62M | 0.03% | −89−0.9% | Reduced |
| Nilsine Partners, LLC | 10,191 | $1.62M | 0.15% | +591+6.2% | Added |
| Gryphon Financial Partners LLC | 10,111 | $1.61M | 0.18% | +420+4.3% | Added |
| Premier Path Wealth Partners, LLC | 10,090 | $1.60M | 0.21% | +9+0.1% | Added |
| IFP Advisors, Inc | 10,088 | $1.60M | 0.04% | +1,787+21.5% | Added |
| First Citizens Financial Corp | 9,984 | $1.59M | 0.78% | +444+4.7% | Added |
| Chicago Partners Investment Group LLC | 9,603 | $1.59M | 0.04% | +979+11.4% | Added |
| Delphi Management Inc | 9,961 | $1.58M | 1.47% | −1,360−12.0% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.58M | 0.14% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9,924 | $1.58M | 0.04% | −1,494−13.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,908 | $1.57M | 0.12% | +9,908 | New |
| Adviser Investments LLC | 9,905 | $1.57M | 0.02% | −514−4.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,900 | $1.57M | 0.20% | +2,423+32.4% | Added |
| Edmond de Rothschild Holding S.A. | 9,853 | $1.57M | 0.02% | −1,584−13.8% | Reduced |
| Zions Bancorporation, National Association | 9,850 | $1.57M | 0.08% | −21,514−68.6% | Reduced |
| Savvy Advisors, Inc. | 9,803 | $1.56M | 0.07% | −2,792−22.2% | Reduced |
| Donoghue Forlines LLC | 9,684 | $1.54M | 0.47% | −1,493−13.4% | Reduced |
| Chung Wu Investment Group, LLC | 9,660 | $1.54M | 1.28% | +8,360+643.1% | Added |
| Portside Wealth Group, LLC | 9,527 | $1.51M | 0.21% | +154+1.6% | Added |
| TRUE Private Wealth Advisors | 9,488 | $1.51M | 0.15% | +24+0.3% | Added |
| Investors Research Corp | 9,458 | $1.50M | 0.28% | −125−1.3% | Reduced |
| W Advisors, LLC | 9,446 | $1.50M | 0.79% | +21+0.2% | Added |
| KPP Advisory Services LLC | 9,449 | $1.50M | 0.22% | −2,546−21.2% | Reduced |
| Hancock Whitney Corp | 9,406 | $1.50M | 0.03% | −49−0.5% | Reduced |
| International Assets Investment Management, LLC | 10,595 | $1.49M | 0.12% | +10,595 | New |
| Net Worth Advisory Group | 9,371 | $1.49M | 0.43% | −602−6.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,053 | $1.48M | 0.18% | −16,568−64.7% | Reduced |