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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 7,258 | $1.15M | 0.15% | +579+8.7% | Added |
| Berkshire Bank | 7,242 | $1.15M | 0.25% | −294−3.9% | Reduced |
| Visionary Wealth Advisors | 7,206 | $1.15M | 0.05% | −307−4.1% | Reduced |
| Icon Wealth Advisors, LLC | 7,152 | $1.14M | 0.08% | −127−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 7,141 | $1.14M | 0.04% | +503+7.6% | Added |
| Kathmere Capital Management, LLC | 7,130 | $1.13M | 0.08% | +1,379+24.0% | Added |
| Keel Point, LLC | 7,085 | $1.13M | 0.07% | +211+3.1% | Added |
| Pictet & Cie (Europe) SA | 7,061 | $1.12M | 0.02% | −504−6.7% | Reduced |
| Versant Capital Management, Inc | 7,058 | $1.12M | 0.15% | +2,893+69.5% | Added |
| Destination Wealth Management | 7,038 | $1.12M | 0.03% | +1,413+25.1% | Added |
| Inscription Capital, LLC | 7,027 | $1.12M | 0.12% | +2,166+44.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,022 | $1.12M | 0.07% | +209+3.1% | Added |
| Johnson Investment Counsel Inc | 7,001 | $1.11M | 0.01% | −45−0.6% | Reduced |
| Parkside Investments, LLC | 7,000 | $1.11M | 0.14% | −500−6.7% | Reduced |
| Arista Wealth Management, LLC | 7,000 | $1.11M | 0.14% | +2,000+40.0% | Added |
| Goldstone Financial Group, LLC | 6,993 | $1.11M | 0.13% | −20−0.3% | Reduced |
| CWA Asset Management Group, LLC | 6,993 | $1.11M | 0.04% | +126+1.8% | Added |
| Independent Investors Inc | 6,983 | $1.11M | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,979 | $1.11M | 0.05% | +871+14.3% | Added |
| Pacitti Group Inc. | 6,967 | $1.11M | 0.43% | +23+0.3% | Added |
| Bank of Jackson Hole Trust | 6,898 | $1.10M | 0.55% | −20−0.3% | Reduced |
| Empire Financial Management Company, LLC | 6,879 | $1.09M | 0.25% | −83−1.2% | Reduced |
| Davis R M Inc | 6,837 | $1.09M | 0.02% | +418+6.5% | Added |
| North Star Investment Management Corp. | 6,761 | $1.07M | 0.07% | −243−3.5% | Reduced |
| Meridian Investment Counsel Inc. | 6,735 | $1.07M | 0.26% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $1.07M | 0.21% | 00.0% | Unchanged |
| Robotti Robert | 6,715 | $1.07M | 0.19% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 6,692 | $1.06M | 0.07% | +236+3.7% | Added |
| Zhang Financial LLC | 6,651 | $1.06M | 0.04% | +288+4.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 6,616 | $1.05M | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 6,608 | $1.05M | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,600 | $1.05M | 0.21% | −500−7.0% | Reduced |
| Mechanics Financial Corp | 6,596 | $1.05M | 0.40% | +115+1.8% | Added |
| Mindset Wealth Management, LLC | 6,582 | $1.05M | 0.29% | +27+0.4% | Added |
| Personal Cfo Solutions, LLC | 6,573 | $1.04M | 0.18% | −80−1.2% | Reduced |
| Strategic Blueprint, LLC | 6,557 | $1.04M | 0.05% | +115+1.8% | Added |
| PDS Planning, Inc | 6,548 | $1.04M | 0.07% | +5+0.1% | Added |
| Csenge Advisory Group | 6,546 | $1.04M | 0.05% | −1,310−16.7% | Reduced |
| Hills Bank & Trust Co | 6,542 | $1.04M | 0.06% | −119−1.8% | Reduced |
| Carlson Capital L P | 6,500 | $1.03M | 0.59% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,484 | $1.03M | 0.06% | −477−6.9% | Reduced |
| Klingman & Associates, LLC | 6,479 | $1.03M | 0.05% | +2,273+54.0% | Added |
| Arbor Investment Advisors, LLC | 6,477 | $1.03M | 0.13% | +1,079+20.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,469 | $1.03M | 0.00% | +3,880+149.9% | Added |
| Advisory Alpha, LLC | 6,612 | $1.03M | 0.03% | +2,239+51.2% | Added |
| Daymark Wealth Partners, LLC | 6,447 | $1.02M | 0.03% | +792+14.0% | Added |
| Bridgewater Advisors Inc. | 6,278 | $1.02M | 0.07% | +65+1.0% | Added |
| Eads & Heald Wealth Management | 6,425 | $1.02M | 0.49% | −290−4.3% | Reduced |
| Clear Street Markets LLC | 6,391 | $1.02M | 0.33% | +4,360+214.7% | Added |
| Childress Capital Advisors, LLC | 6,387 | $1.02M | 0.19% | +369+6.1% | Added |
| Somerville Kurt F | 6,375 | $1.01M | 0.17% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,374 | $1.01M | 0.08% | +246+4.0% | Added |
| Symmetry Investments LP | 6,360 | $1.01M | 0.08% | +6,360 | New |
| RFG Advisory, LLC | 6,355 | $1.01M | 0.02% | −2,743−30.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,328 | $1.01M | 0.02% | +968+18.1% | Added |
| Cornercap Investment Counsel Inc | 6,258 | $994.8K | 0.50% | −105−1.7% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $992.4K | 0.43% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,219 | $988.6K | 0.00% | −687−9.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,215 | $987.9K | 0.68% | +985+18.8% | Added |
| Resurgent Financial Advisors LLC | 6,200 | $985.6K | 0.48% | −2,321−27.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,200 | $985.6K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 6,194 | $984.6K | 0.53% | −2,093−25.3% | Reduced |
| Legacy Financial Advisors, Inc. | 6,174 | $981.4K | 0.14% | +14+0.2% | Added |
| Capstone Investment Advisors, LLC | 6,172 | $981.1K | 0.01% | −15,156−71.1% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $973.6K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,121 | $973.0K | 0.05% | −37−0.6% | Reduced |
| Alta Advisers Ltd | 6,115 | $972.0K | 0.30% | 00.0% | Unchanged |
| LM Advisors LLC | 6,104 | $970.0K | 0.14% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,088 | $968.0K | 0.08% | +7+0.1% | Added |
| Essex Financial Services, Inc. | 6,061 | $963.5K | 0.06% | −842−12.2% | Reduced |
| Brookwood Investment Group LLC | 6,061 | $963.4K | 0.12% | +2,840+88.2% | Added |
| Atticus Wealth Management, LLC | 6,049 | $961.6K | 0.24% | +1,927+46.7% | Added |
| BSW Wealth Partners | 6,045 | $960.9K | 0.12% | +346+6.1% | Added |
| Affinity Investment Advisors, LLC | 6,044 | $960.8K | 0.65% | −234−3.7% | Reduced |
| First Foundation Advisors | 6,034 | $959.2K | 0.04% | +1,248+26.1% | Added |
| LVW Advisors, LLC | 6,031 | $958.7K | 0.10% | −62−1.0% | Reduced |
| Eagle Rock Investment Company, LLC | 6,000 | $953.8K | 0.14% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5,966 | $948.5K | 0.00% | +1,467+32.6% | Added |
| Oddo BHF Asset Management SAS | 5,966 | $948.4K | 0.04% | −7,000−54.0% | Reduced |
| Berger Financial Group, Inc | 5,961 | $947.5K | 0.06% | −6−0.1% | Reduced |
| Sunbelt Securities, Inc. | 5,958 | $947.1K | 0.07% | −659−10.0% | Reduced |
| Roberts Capital Advisors, LLC | 5,915 | $940.2K | 1.05% | −5,916−50.0% | Reduced |
| Jefferies Financial Group Inc. | 5,904 | $938.5K | 0.01% | −34,719−85.5% | Reduced |
| YANKCOM Partnership | 5,904 | $938.5K | 0.42% | +1,189+25.2% | Added |
| Welch & Forbes LLC | 5,898 | $937.5K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,897 | $937.4K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 5,897 | $937.4K | 0.35% | +3,448+140.8% | Added |
| Adirondack Trust Co | 5,870 | $933.1K | 0.31% | −41−0.7% | Reduced |
| Angeles Wealth Management, LLC | 5,843 | $928.8K | 0.06% | +61+1.1% | Added |
| Hollencrest Capital Management | 5,839 | $928.2K | 0.03% | +4,945+553.1% | Added |
| Texas Capital Bancshares Inc | 5,832 | $927.1K | 0.36% | −3,138−35.0% | Reduced |
| Lee Danner & Bass Inc | 5,814 | $924.2K | 0.07% | −13−0.2% | Reduced |
| Intrua Financial, LLC | 5,801 | $922.1K | 0.11% | +961+19.9% | Added |
| Sound View Wealth Advisors Group, LLC | 5,798 | $921.7K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,776 | $918.2K | 0.06% | +200+3.6% | Added |
| Ocean Capital Management, LLC | 5,774 | $917.8K | 0.18% | +16+0.3% | Added |
| TriaGen Wealth Management LLC | 5,768 | $916.9K | 0.24% | −3−0.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 5,764 | $916.2K | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,745 | $913.3K | 0.06% | −17−0.3% | Reduced |
| Gibbs Wealth Management | 5,744 | $913.0K | 0.21% | −1,265−18.0% | Reduced |