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 |
|---|---|---|---|---|---|
| Constitution Capital LLC | 4,560 | $724.9K | 0.34% | +2,960+185.0% | Added |
| Powell Investment Advisors, LLC | 4,551 | $723.4K | 0.25% | +31+0.7% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,550 | $723.3K | 0.24% | +22+0.5% | Added |
| Renaissance Investment Group LLC | 4,550 | $723.3K | 0.15% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 4,549 | $723.1K | 0.21% | −100−2.2% | Reduced |
| Roundview Capital LLC | 4,547 | $722.8K | 0.05% | −98−2.1% | Reduced |
| Autumn Glory Partners, LLC | 4,535 | $720.9K | 0.30% | 00.0% | Unchanged |
| Apriem Advisors | 4,532 | $720.4K | 0.07% | −88−1.9% | Reduced |
| Chase Investment Counsel Corp | 4,534 | $720.0K | 0.21% | −864−16.0% | Reduced |
| Smithfield Trust Co | 4,524 | $720.0K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,522 | $718.8K | 0.03% | −199−4.2% | Reduced |
| Waterloo Capital, L.P. | 4,516 | $717.9K | 0.05% | +1,870+70.7% | Added |
| West Oak Capital, LLC | 4,515 | $717.7K | 0.29% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,508 | $716.6K | 0.11% | −802−15.1% | Reduced |
| United Bank | 4,500 | $715.3K | 0.09% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,455 | $708.2K | 0.13% | +2,593+139.3% | Added |
| Boston Private Wealth LLC | 4,454 | $708.0K | 0.04% | −448−9.1% | Reduced |
| Rakuten Investment Management, Inc. | 27,940 | $707.7K | 0.00% | +27,940 | New |
| SeaCrest Wealth Management, LLC | 4,540 | $706.6K | 0.07% | −2,217−32.8% | Reduced |
| Cheviot Value Management, LLC | 4,225 | $698.0K | 0.07% | +150+3.7% | Added |
| Signature Estate & Investment Advisors LLC | 4,379 | $696.1K | 0.01% | −684−13.5% | Reduced |
| Hudock, Inc. | 4,364 | $693.8K | 0.11% | +230+5.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,364 | $693.6K | 0.08% | −15−0.3% | Reduced |
| MCF Advisors LLC | 4,359 | $692.9K | 0.04% | +34+0.8% | Added |
| Copley Financial Group, Inc. | 4,357 | $692.6K | 0.47% | −404−8.5% | Reduced |
| Allen Capital Group, LLC | 4,340 | $689.9K | 0.07% | +5+0.1% | Added |
| DF Dent & Co Inc | 4,333 | $688.8K | 0.01% | +2,390+123.0% | Added |
| Hillsdale Investment Management Inc. | 4,330 | $688.3K | 0.02% | +4,330 | New |
| Seven Mile Advisory | 4,310 | $685.1K | 0.11% | +1,310+43.7% | Added |
| Perennial Investment Advisors, LLC | 4,308 | $684.8K | 0.06% | −356−7.6% | Reduced |
| Code Waechter LLC | 4,402 | $683.8K | 0.45% | −30−0.7% | Reduced |
| Providence First Trust Co | 4,284 | $681.0K | 0.24% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,284 | $681.0K | 0.03% | +744+21.0% | Added |
| BNP Paribas | 4,273 | $679.2K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,272 | $679.0K | 0.04% | −3,080−41.9% | Reduced |
| TFR Capital, LLC. | 4,270 | $678.8K | 0.23% | −230−5.1% | Reduced |
| Red Door Wealth Management, LLC | 4,269 | $678.6K | 0.07% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,259 | $676.9K | 0.44% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 5,789 | $675.4K | 0.06% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 4,232 | $672.7K | 0.43% | 00.0% | Unchanged |
| BankPlus Trust Department | 4,231 | $672.6K | 0.18% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,212 | $669.6K | 0.40% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,198 | $667.3K | 0.23% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,188 | $665.7K | 0.05% | +1,176+39.0% | Added |
| Moors & Cabot, Inc. | 4,186 | $665.4K | 0.03% | −95−2.2% | Reduced |
| EntryPoint Capital, LLC | 4,182 | $664.8K | 0.26% | +4,182 | New |
| Cary Street Partner Investment Advisory LLC | 4,181 | $664.6K | 0.28% | +136+3.4% | Added |
| Knollwood Investment Advisory, LLC | 4,181 | $664.6K | 0.06% | −77−1.8% | Reduced |
| First Financial Bank - Trust Division | 4,180 | $664.5K | 0.06% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,178 | $664.3K | 0.19% | +2,670+177.1% | Added |
| Fielder Capital Group LLC | 4,159 | $661.1K | 0.15% | +13+0.3% | Added |
| EHP Funds Inc. | 4,141 | $658.3K | 0.87% | +4,141 | New |
| DGS Capital Management, LLC | 4,140 | $658.1K | 0.12% | +86+2.1% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $657.0K | 0.33% | 00.0% | Unchanged |
| Salzhauer Michael | 4,131 | $656.7K | 0.38% | 00.0% | Unchanged |
| PFG Advisors | 4,121 | $655.1K | 0.03% | +368+9.8% | Added |
| Holderness Investments Co | 4,109 | $653.1K | 0.13% | −180−4.2% | Reduced |
| Opinicus Capital, Inc. | 4,108 | $653.0K | 0.45% | −183−4.3% | Reduced |
| KKM Financial LLC | 4,094 | $650.8K | 0.20% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,088 | $649.9K | 0.05% | +91+2.3% | Added |
| Wimmer Associates 1, LLC | 4,071 | $647.1K | 0.31% | +1,228+43.2% | Added |
| Sepio Capital, LP | 4,071 | $647.1K | 0.04% | +1,732+74.0% | Added |
| X-Square Capital, LLC | 4,065 | $646.0K | 0.20% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,050 | $643.8K | 0.06% | −215−5.0% | Reduced |
| Waters Parkerson & Co., LLC | 4,050 | $643.8K | 0.03% | −50−1.2% | Reduced |
| Shepherd Financial Partners LLC | 4,048 | $643.5K | 0.06% | −6−0.1% | Reduced |
| Cromwell Holdings LLC | 4,034 | $641.2K | 0.34% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,015 | $641.0K | 0.04% | +382+10.5% | Added |
| Harbour Investments, Inc. | 4,027 | $640.1K | 0.01% | +885+28.2% | Added |
| Alpha Family Trust | 4,025 | $639.8K | 0.30% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,013 | $637.9K | 0.13% | −15−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,998 | $635.5K | 0.11% | −633−13.7% | Reduced |
| Accurate Wealth Management, LLC | 4,081 | $633.8K | 0.08% | +786+23.9% | Added |
| Coastal Bridge Advisors, LLC | 3,973 | $631.6K | 0.05% | −457−10.3% | Reduced |
| Exencial Wealth Advisors, LLC | 3,969 | $630.9K | 0.02% | +324+8.9% | Added |
| Claro Advisors LLC | 3,967 | $630.7K | 0.09% | +141+3.7% | Added |
| Payne Capital Management, LLC | 3,960 | $629.5K | 0.20% | −250−5.9% | Reduced |
| QVR LLC | 3,950 | $627.9K | 0.76% | +3,950 | New |
| 3Chopt Investment Partners, LLC | 3,946 | $627.3K | 0.14% | −40−1.0% | Reduced |
| Nichols & Pratt Advisers LLP | 3,945 | $627.1K | 0.04% | −1,500−27.5% | Reduced |
| Allen Investment Management LLC | 3,944 | $626.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,987 | $625.5K | 0.31% | +267+7.2% | Added |
| Tritonpoint Wealth, LLC | 3,895 | $619.1K | 0.05% | +95+2.5% | Added |
| Silvia McColl Wealth Management, LLC | 3,881 | $616.9K | 0.42% | −190−4.7% | Reduced |
| Park Edge Advisors, LLC | 3,876 | $616.2K | 0.14% | −269−6.5% | Reduced |
| SOL Capital Management CO | 3,875 | $616.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Advisor OS, LLC | 3,857 | $613.1K | 0.05% | +104+2.8% | Added |
| Crews Bank & Trust | 3,856 | $613.0K | 0.09% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,855 | $612.8K | 0.56% | +826+27.3% | Added |
| Jacobi Capital Management LLC | 3,835 | $609.7K | 0.04% | +16+0.4% | Added |
| St Germain D J Co Inc | 3,831 | $609.0K | 0.02% | +7+0.2% | Added |
| Bank of Nova Scotia Trust Co | 3,830 | $608.8K | 0.06% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 3,814 | $606.3K | 0.18% | −130−3.3% | Reduced |
| Centric Wealth Management | 3,691 | $605.3K | 0.13% | +30+0.8% | Added |
| Cetera Trust Company, N.A | 3,804 | $604.7K | 0.34% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,799 | $603.9K | 0.01% | +71+1.9% | Added |
| USA Financial Portformulas Corp | 3,797 | $603.6K | 0.11% | +3,797 | New |
| Frisch Financial Group, Inc. | 3,788 | $602.1K | 0.14% | +24+0.6% | Added |