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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 9,321 | $1.48M | 0.43% | +6+0.1% | Added |
| Busey Wealth Management | 9,313 | $1.48M | 0.04% | +120+1.3% | Added |
| Wedbush Securities Inc | 9,283 | $1.48M | 0.05% | −202−2.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,272 | $1.47M | 0.13% | +3,118+50.7% | Added |
| AlphaCore Capital LLC | 9,247 | $1.47M | 0.05% | +1,277+16.0% | Added |
| Virtu Financial LLC | 9,229 | $1.47M | 0.08% | +9,229 | New |
| Silver Oak Securities, Inc | 9,214 | $1.46M | 0.11% | +7,859+580.0% | Added |
| Everhart Financial Group, Inc. | 9,182 | $1.46M | 0.15% | +747+8.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,159 | $1.46M | 0.58% | −312−3.3% | Reduced |
| Howard Capital Management Inc. | 9,114 | $1.45M | 0.02% | −1,314−12.6% | Reduced |
| NCM Capital Management, LLC | 9,109 | $1.45M | 0.56% | +40.0% | Added |
| Triangle Securities Wealth Management | 9,099 | $1.45M | 0.33% | +205+2.3% | Added |
| Regal Investment Advisors LLC | 9,065 | $1.44M | 0.09% | −614−6.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,031 | $1.44M | 0.58% | +30+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 9,023 | $1.43M | 0.15% | −1,054−10.5% | Reduced |
| Northwest & Ethical Investments L.P. | 8,900 | $1.43M | 0.03% | +800+9.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,997 | $1.43M | 0.05% | +59+0.7% | Added |
| SummitTX Capital, L.P. | 8,980 | $1.43M | 0.06% | +8,980 | New |
| Coppell Advisory Solutions LLC | 8,818 | $1.42M | 0.15% | +8,818 | New |
| Richards, Merrill & Peterson, Inc. | 8,937 | $1.42M | 0.61% | +525+6.2% | Added |
| Legacy Bridge, LLC | 8,918 | $1.42M | 0.59% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,917 | $1.42M | 0.03% | −20,452−69.6% | Reduced |
| Strait & Sound Wealth Management LLC | 8,892 | $1.41M | 0.54% | +13+0.1% | Added |
| Portfolio Design Labs, LLC | 8,889 | $1.41M | 0.24% | +8,889 | New |
| First Bank & Trust | 8,839 | $1.41M | 0.24% | −424−4.6% | Reduced |
| Asset Dedication, LLC | 8,822 | $1.40M | 0.09% | +1,362+18.3% | Added |
| T. Rowe Price Investment Management, Inc. | 8,793 | $1.40M | 0.00% | −1,347,562−99.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,753 | $1.39M | 0.10% | +10+0.1% | Added |
| Buckley Wealth Management, LLC | 8,703 | $1.38M | 0.38% | −235−2.6% | Reduced |
| HM Payson & Co | 8,702 | $1.38M | 0.02% | +213+2.5% | Added |
| Warren Averett Asset Management, LLC | 8,685 | $1.38M | 0.01% | +54+0.6% | Added |
| Sage Rhino Capital LLC | 8,648 | $1.37M | 0.27% | +551+6.8% | Added |
| Meiji Yasuda Life Insurance Co | 8,643 | $1.37M | 0.04% | +424+5.2% | Added |
| OV Management LLC | 8,586 | $1.36M | 1.16% | +54+0.6% | Added |
| bLong Financial, LLC | 8,559 | $1.36M | 0.95% | −100−1.2% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $1.36M | 1.27% | 00.0% | Unchanged |
| Sienna Gestion | 9,346 | $1.35M | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 8,491 | $1.35M | 0.24% | −2,822−24.9% | Reduced |
| Peoples Financial Services Corp. | 8,465 | $1.35M | 0.61% | −322−3.7% | Reduced |
| FourThought Financial Partners, LLC | 8,433 | $1.34M | 0.12% | +224+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,399 | $1.34M | 0.06% | −725−7.9% | Reduced |
| Paladin Wealth, LLC | 8,393 | $1.33M | 0.97% | −368−4.2% | Reduced |
| Spire Wealth Management | 8,386 | $1.33M | 0.05% | −368−4.2% | Reduced |
| CenterBook Partners LP | 8,357 | $1.33M | 0.07% | +8,357 | New |
| CX Institutional | 8,353 | $1.33M | 0.04% | +518+6.6% | Added |
| Eastern Bank | 8,276 | $1.32M | 0.02% | −364−4.2% | Reduced |
| Genesee Capital Advisors, LLC | 8,265 | $1.31M | 0.57% | +54+0.7% | Added |
| Shulman DeMeo Asset Management LLC | 8,257 | $1.31M | 0.30% | +481+6.2% | Added |
| Herold Advisors, Inc. | 8,215 | $1.31M | 0.30% | −357−4.2% | Reduced |
| Terry L. Blaker | 8,187 | $1.30M | 0.05% | −140−1.7% | Reduced |
| Journey Strategic Wealth LLC | 8,180 | $1.30M | 0.04% | +118+1.5% | Added |
| E&G Advisors, LP | 8,171 | $1.30M | 0.30% | −539−6.2% | Reduced |
| Kingsview Wealth Management, LLC | 8,139 | $1.29M | 0.02% | +75+0.9% | Added |
| Fisher Funds Management LTD | 8,134 | $1.29M | 0.03% | +8,134 | New |
| Clarendon Private LLC | 8,103 | $1.29M | 1.17% | −468−5.5% | Reduced |
| Trust Point Inc. | 8,092 | $1.29M | 0.10% | −2,071−20.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,090 | $1.29M | 0.22% | −80−1.0% | Reduced |
| Avalon Trust Co | 8,089 | $1.29M | 0.08% | +89+1.1% | Added |
| BluePath Capital Management, LLC | 8,052 | $1.28M | 0.94% | +840+11.6% | Added |
| Financial Management Professionals, Inc. | 8,038 | $1.28M | 0.13% | +228+2.9% | Added |
| Sage Mountain Advisors LLC | 8,022 | $1.28M | 0.07% | +309+4.0% | Added |
| Raab & Moskowitz Asset Management LLC | 8,016 | $1.27M | 0.28% | +11+0.1% | Added |
| Stratos Wealth Advisors, LLC | 8,012 | $1.27M | 0.06% | +302+3.9% | Added |
| Venturi Wealth Management, LLC | 8,007 | $1.27M | 0.06% | −1,698−17.5% | Reduced |
| Dempze Nancy E | 8,000 | $1.27M | 0.70% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,966 | $1.27M | 0.07% | −40−0.5% | Reduced |
| Breakwater Capital Group | 7,946 | $1.26M | 0.19% | −52−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 7,944 | $1.26M | 0.07% | +191+2.5% | Added |
| TigerOak Management, L.L.C. | 7,942 | $1.26M | 0.39% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,932 | $1.26M | 0.16% | +36+0.5% | Added |
| CFS Investment Advisory Services, LLC | 7,666 | $1.26M | 0.09% | +330+4.5% | Added |
| Fort Point Capital Partners LLC | 7,897 | $1.26M | 0.16% | −891−10.1% | Reduced |
| Longfellow Investment Management Co LLC | 7,885 | $1.25M | 0.30% | −2,040−20.6% | Reduced |
| Mission Wealth Management, LP | 7,876 | $1.25M | 0.03% | −581−6.9% | Reduced |
| Western Wealth Management, LLC | 7,863 | $1.25M | 0.07% | +8+0.1% | Added |
| First Horizon Corp | 7,839 | $1.25M | 0.06% | +7,839 | New |
| Corsair Capital Management, L.P. | 7,814 | $1.24M | 0.22% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,807 | $1.24M | 0.08% | +84+1.1% | Added |
| Rothschild Investment LLC | 7,750 | $1.23M | 0.07% | +699+9.9% | Added |
| Orion Capital Management LLC | 7,710 | $1.23M | 0.43% | −50−0.6% | Reduced |
| Bank of Stockton | 7,693 | $1.22M | 0.35% | +256+3.4% | Added |
| Sather Financial Group Inc | 7,671 | $1.22M | 0.07% | +647+9.2% | Added |
| Cim Investment Mangement Inc | 7,663 | $1.22M | 0.33% | −7,856−50.6% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.21M | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 7,622 | $1.21M | 0.11% | −363−4.5% | Reduced |
| Verity & Verity, LLC | 7,620 | $1.21M | 0.10% | −1,152−13.1% | Reduced |
| Operose Advisors LLC | 7,607 | $1.21M | 0.30% | 00.0% | Unchanged |
| Old National Bancorp | 7,583 | $1.21M | 0.02% | −770−9.2% | Reduced |
| Carmel Capital Partners, LLC | 7,580 | $1.20M | 0.51% | −2,973−28.2% | Reduced |
| Grove Bank & Trust | 7,577 | $1.20M | 0.14% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,575 | $1.20M | 0.56% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,530 | $1.20M | 0.22% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,515 | $1.19M | 0.01% | −247−3.2% | Reduced |
| Catalyst Financial Partners LLC | 7,491 | $1.19M | 0.14% | +204+2.8% | Added |
| IHT Wealth Management, LLC | 7,445 | $1.19M | 0.03% | +572+8.3% | Added |
| South Plains Financial, Inc. | 7,400 | $1.18M | 0.73% | +34+0.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.17M | 0.12% | 00.0% | Unchanged |
| David Loasby | 7,479 | $1.17M | 0.09% | +51+0.7% | Added |
| MidWestOne Financial Group, Inc. | 7,333 | $1.17M | 0.14% | +25+0.3% | Added |
| GTS Securities LLC | 7,288 | $1.16M | 0.04% | +2,895+65.9% | Added |