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
- 2,265
- +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
- 818 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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 5,618 | $909.0K | 0.01% | +5,618 | New |
| Financial Advisors, LLC | 5,706 | $907.1K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,704 | $906.7K | 0.13% | +233+4.3% | Added |
| Transatlantique Private Wealth LLC | 5,672 | $901.6K | 0.29% | −447−7.3% | Reduced |
| Sippican Capital Advisors | 5,645 | $897.3K | 0.59% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,664 | $892.6K | 0.02% | +1,273+29.0% | Added |
| Beacon Financial Group | 5,606 | $891.2K | 0.09% | −103−1.8% | Reduced |
| Evernest Financial Advisors, LLC | 5,597 | $889.7K | 0.25% | −53−0.9% | Reduced |
| Empower Advisory Group, LLC | 5,574 | $886.0K | 0.00% | +442+8.6% | Added |
| SGL Investment Advisors, Inc. | 5,392 | $882.4K | 0.37% | +188+3.6% | Added |
| Diversify Wealth Management, LLC | 5,374 | $879.4K | 0.05% | −154−2.8% | Reduced |
| RiverFront Investment Group, LLC | 5,504 | $874.9K | 0.02% | +3,808+224.5% | Added |
| HBK Sorce Advisory LLC | 5,377 | $874.5K | 0.02% | −432−7.4% | Reduced |
| Stonegate Management LLC | 5,500 | $874.3K | 0.58% | +5,500 | New |
| Mechanics Bank Trust Department | 5,491 | $872.8K | 0.12% | −240−4.2% | Reduced |
| Clifford Group, LLC | 5,475 | $870.4K | 0.68% | −527−8.8% | Reduced |
| Johnson & White Wealth Management, LLC | 5,458 | $867.5K | 0.40% | +30+0.6% | Added |
| Rogco, LP | 5,457 | $867.4K | 0.30% | −287−5.0% | Reduced |
| Heritage Wealth Advisors | 5,436 | $864.1K | 0.04% | +5+0.1% | Added |
| FNY Investment Advisers, LLC | 5,437 | $864.0K | 0.28% | −2,196−28.8% | Reduced |
| Soltis Investment Advisors LLC | 5,428 | $862.8K | 0.06% | +80+1.5% | Added |
| Curbstone Financial Management Corp | 5,426 | $862.5K | 0.17% | −250−4.4% | Reduced |
| Bearing Point Capital, LLC | 5,407 | $859.5K | 0.15% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 5,382 | $855.5K | 0.72% | +5,382 | New |
| Hennion & Walsh Asset Management, Inc. | 5,381 | $855.4K | 0.03% | +221+4.3% | Added |
| One Capital Management, LLC | 5,371 | $853.8K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,368 | $853.3K | 0.20% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 5,360 | $852.0K | 0.11% | +103+2.0% | Added |
| Northern Financial Advisors Inc | 5,351 | $850.6K | 0.45% | +24+0.5% | Added |
| Cooper Financial Group | 5,329 | $847.2K | 0.09% | +280+5.5% | Added |
| Clark Wealth Partners | 4,766 | $846.0K | 0.52% | +4,655+4,193.7% | Added |
| Canopy Partners, LLC | 5,316 | $845.0K | 0.28% | +92+1.8% | Added |
| Anchor Investment Management, LLC | 5,295 | $841.7K | 0.07% | +233+4.6% | Added |
| Red Lighthouse Investment Management, LLC | 5,283 | $839.8K | 0.29% | −171−3.1% | Reduced |
| Baron Wealth Management LLC | 5,266 | $837.1K | 0.28% | +50+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 5,265 | $836.9K | 0.07% | −28−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,253 | $835.0K | 0.01% | −255−4.6% | Reduced |
| Quotient Wealth Partners, LLC | 5,251 | $834.7K | 0.02% | +169+3.3% | Added |
| Cornerstone Wealth Management, LLC | 5,243 | $833.4K | 0.05% | +747+16.6% | Added |
| Souders Financial Advisors | 5,239 | $832.9K | 0.10% | +508+10.7% | Added |
| Integris Wealth Management, LLC | 5,231 | $831.5K | 0.20% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 5,175 | $822.6K | 0.07% | +5,175 | New |
| Harbor Investment Advisory, LLC | 5,168 | $821.5K | 0.07% | +114+2.3% | Added |
| Woodmont Investment Counsel LLC | 5,161 | $820.4K | 0.05% | +10+0.2% | Added |
| Flagship Harbor Advisors, LLC | 5,150 | $818.7K | 0.04% | +583+12.8% | Added |
| Palacios Wealth Management, LLC | 5,150 | $818.6K | 0.54% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,507 | $818.1K | 0.16% | −6,162−48.6% | Reduced |
| Gibraltar Capital Management, Inc. | 5,146 | $818.0K | 0.15% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,142 | $817.4K | 0.12% | +15+0.3% | Added |
| Bell Bank | 5,133 | $815.9K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 5,126 | $814.8K | 0.25% | +3,114+154.8% | Added |
| Strategic Financial Services, Inc, | 5,125 | $814.7K | 0.04% | +43+0.8% | Added |
| AdvisorNet Financial, Inc | 5,110 | $812.3K | 0.05% | −111−2.1% | Reduced |
| Addison Advisors LLC | 5,105 | $811.5K | 0.19% | +11+0.2% | Added |
| Wealth Effects LLC | 5,075 | $806.7K | 0.26% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 5,062 | $804.7K | 0.30% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,059 | $804.2K | 0.09% | +840+19.9% | Added |
| Legacy Capital Group California, Inc. | 5,050 | $802.7K | 0.20% | −10.0% | Reduced |
| Chapin Davis, Inc. | 5,030 | $799.5K | 0.20% | −110−2.1% | Reduced |
| GeoWealth Management, LLC | 5,021 | $798.1K | 0.03% | −271−5.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,012 | $796.7K | 0.06% | −147−2.8% | Reduced |
| De Lisle Partners LLP | 5,000 | $794.8K | 0.10% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,995 | $794.0K | 0.23% | −27−0.5% | Reduced |
| Lazari Capital Management, Inc. | 4,978 | $791.3K | 0.27% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,973 | $790.4K | 0.02% | +154+3.2% | Added |
| Quilter Plc | 4,959 | $788.3K | 0.01% | −4,461−47.4% | Reduced |
| Freestone Capital Holdings, LLC | 4,956 | $787.8K | 0.02% | +950+23.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,952 | $787.2K | 0.78% | −101−2.0% | Reduced |
| Barlow Wealth Partners, Inc. | 4,964 | $784.9K | 0.09% | −400−7.5% | Reduced |
| Peoples Bank | 4,910 | $780.5K | 0.48% | −35−0.7% | Reduced |
| Register Financial Advisors LLC | 4,894 | $777.9K | 0.31% | −38−0.8% | Reduced |
| Evexia Wealth LLC | 5,012 | $777.5K | 0.23% | −32−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,877 | $775.3K | 0.02% | −154−3.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $773.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,857 | $772.0K | 0.05% | +433+9.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,808 | $764.2K | 0.10% | −4−0.1% | Reduced |
| Orca Investment Management, LLC | 4,793 | $761.9K | 0.62% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,793 | $761.9K | 0.08% | +797+19.9% | Added |
| Texas Bank & Trust Co | 4,784 | $760.5K | 0.29% | 00.0% | Unchanged |
| CNB Bank | 4,754 | $755.7K | 0.31% | +435+10.1% | Added |
| First Interstate Bank | 4,753 | $755.5K | 0.04% | +1,800+61.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,755 | $755.0K | 0.26% | −34−0.7% | Reduced |
| New Hampshire Trust | 4,730 | $751.9K | 0.15% | +1,149+32.1% | Added |
| Coign Capital Advisors LLC | 4,725 | $751.1K | 0.41% | −224−4.5% | Reduced |
| Clarius Group, LLC | 4,719 | $750.1K | 0.04% | −7,130−60.2% | Reduced |
| Beta Wealth Group, Inc. | 4,717 | $749.9K | 0.30% | +1,085+29.9% | Added |
| Ellevest, Inc. | 4,716 | $749.7K | 0.11% | +1,473+45.4% | Added |
| Sax Wealth Advisors, LLC | 4,694 | $746.1K | 0.04% | +607+14.9% | Added |
| Fortem Financial Group, LLC | 4,679 | $743.8K | 0.21% | +31+0.7% | Added |
| DT Investment Partners, LLC | 4,672 | $742.7K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,644 | $738.2K | 0.14% | +119+2.6% | Added |
| Ledyard National Bank | 4,642 | $737.9K | 0.07% | −80−1.7% | Reduced |
| Washburn Capital Management, Inc. | 4,642 | $737.8K | 0.41% | −854−15.5% | Reduced |
| Willner & Heller, LLC | 4,627 | $735.5K | 0.56% | −38−0.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,549 | $733.1K | 0.09% | −37−0.8% | Reduced |
| Insight 2811, Inc. | 4,610 | $732.8K | 0.33% | +14+0.3% | Added |
| Advyzon Investment Management, LLC | 4,595 | $730.4K | 0.13% | +798+21.0% | Added |
| Robertson Stephens Wealth Management, LLC | 4,589 | $729.5K | 0.02% | −770−14.4% | Reduced |
| Wrapmanager Inc | 4,577 | $727.6K | 0.22% | −1,007−18.0% | Reduced |
| First American Trust, FSB | 4,566 | $725.9K | 0.05% | +443+10.7% | Added |