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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Bolthouse Investments, LLC | 3,785 | $601.7K | 0.55% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,776 | $600.2K | 0.03% | +2,288+153.8% | Added |
| Omnia Family Wealth, LLC | 3,764 | $598.3K | 0.19% | −13−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,761 | $597.8K | 0.01% | +372+11.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,760 | $597.7K | 0.12% | +238+6.8% | Added |
| Trueblood Wealth Management, LLC | 3,756 | $597.0K | 0.23% | +24+0.6% | Added |
| Jackson Creek Investment Advisors LLC | 3,757 | $597.0K | 0.17% | −28−0.7% | Reduced |
| Sentinus, LLC | 3,746 | $595.5K | 0.13% | +100+2.7% | Added |
| West Branch Capital LLC | 3,740 | $594.5K | 0.16% | +1,966+110.8% | Added |
| Rosenberg Matthew Hamilton | 3,721 | $591.5K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,718 | $590.0K | 0.01% | +3,583+2,654.1% | Added |
| Webster Bank, N. A. | 3,707 | $589.3K | 0.06% | −225−5.7% | Reduced |
| Park National Corp | 3,702 | $588.5K | 0.02% | −432−10.4% | Reduced |
| JFS Wealth Advisors, LLC | 3,700 | $588.2K | 0.03% | +3,085+501.6% | Added |
| Summit Wealth Group LLC | 7,198 | $587.9K | 0.08% | +7,198 | New |
| CMT Capital Markets Trading GmbH | 3,694 | $587.0K | 0.24% | −2,988−44.7% | Reduced |
| Johnson Financial Group, Inc. | 3,692 | $586.9K | 0.02% | +476+14.8% | Added |
| Fiducient Advisors LLC | 3,690 | $586.6K | 0.07% | +851+30.0% | Added |
| Topsail Wealth Management, LLC | 3,685 | $585.8K | 0.10% | 00.0% | Unchanged |
| Optas, LLC | 3,678 | $584.7K | 0.10% | +294+8.7% | Added |
| Marino, Stram & Associates LLC | 3,667 | $583.0K | 0.10% | +10+0.3% | Added |
| Mill Creek Capital Advisors, LLC | 3,625 | $576.2K | 0.01% | +1,014+38.8% | Added |
| Wright Investors Service Inc | 3,605 | $573.1K | 0.17% | −207−5.4% | Reduced |
| Missouri Trust & Investment Co | 3,600 | $572.3K | 0.17% | −150−4.0% | Reduced |
| 111 Capital | 3,593 | $571.1K | 0.11% | −2,631−42.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,588 | $570.3K | 0.02% | +111+3.2% | Added |
| Tradition Wealth Management, LLC | 3,549 | $564.1K | 0.04% | +734+26.1% | Added |
| Teza Capital Management LLC | 3,539 | $562.6K | 3.04% | −10,166−74.2% | Reduced |
| Great Lakes Advisors, LLC | 3,531 | $561.3K | 0.00% | −375−9.6% | Reduced |
| Howard Financial Services, Ltd. | 3,521 | $559.7K | 0.07% | +668+23.4% | Added |
| Beirne Wealth Consulting Services, LLC | 3,509 | $557.9K | 0.13% | +1,890+116.7% | Added |
| Apella Capital, LLC | 3,465 | $554.5K | 0.01% | +482+16.2% | Added |
| Duncker Streett & Co Inc | 3,486 | $554.1K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,481 | $553.3K | 0.21% | −15−0.4% | Reduced |
| Nwam LLC | 3,418 | $552.9K | 0.03% | −8−0.2% | Reduced |
| Farmers National Bank | 3,473 | $552.1K | 0.13% | −40−1.1% | Reduced |
| Fortress Private Ledger, LLC | 3,471 | $551.7K | 0.20% | +526+17.9% | Added |
| Allegheny Financial Group LTD | 3,469 | $551.5K | 0.10% | −29−0.8% | Reduced |
| Journey Advisory Group, LLC | 3,458 | $549.6K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,451 | $548.6K | 0.11% | +34+1.0% | Added |
| Calton & Associates, Inc. | 3,431 | $545.4K | 0.08% | +3,431 | New |
| Davidson Investment Advisors | 3,427 | $544.8K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,422 | $544.0K | 0.02% | +136+4.1% | Added |
| Community Bank of Raymore | 3,420 | $543.6K | 0.38% | 00.0% | Unchanged |
| Bank of Hawaii | 3,417 | $543.2K | 0.03% | −15−0.4% | Reduced |
| RVW Wealth, LLC | 3,416 | $543.0K | 0.04% | +28+0.8% | Added |
| Lebenthal Global Advisors, LLC | 3,411 | $542.2K | 0.09% | −1,519−30.8% | Reduced |
| Cohen & Steers, Inc. | 3,400 | $540.0K | 0.00% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,391 | $539.1K | 0.16% | +1,259+59.1% | Added |
| Signal Advisors Wealth, LLC | 3,390 | $538.8K | 0.05% | −320−8.6% | Reduced |
| Naviter Wealth, LLC | 3,378 | $537.0K | 0.06% | +554+19.6% | Added |
| Versor Investments LP | 3,372 | $536.0K | 0.10% | −8,021−70.4% | Reduced |
| MJP Associates Inc | 3,363 | $534.5K | 0.07% | +134+4.1% | Added |
| Onefund, LLC | 3,359 | $533.9K | 0.34% | +129+4.0% | Added |
| Integrity Alliance, LLC. | 3,350 | $532.6K | 0.03% | +321+10.6% | Added |
| Altus Wealth Group LLC | 3,346 | $531.9K | 0.22% | −58−1.7% | Reduced |
| Quantum Financial Advisors, LLC | 3,342 | $531.3K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,340 | $530.9K | 0.06% | +509+18.0% | Added |
| Wealth Preservation Advisors, LLC | 3,336 | $530.3K | 0.31% | −2−0.1% | Reduced |
| Legacy Edge Advisors, LLC | 3,304 | $525.2K | 0.06% | −25−0.8% | Reduced |
| Means Investment Co., Inc. | 3,289 | $522.8K | 0.05% | +989+43.0% | Added |
| Viawealth, LLC | 3,287 | $522.5K | 0.29% | +46+1.4% | Added |
| LGT Fund Management Co Ltd. | 3,328 | $522.1K | 0.04% | −510−13.3% | Reduced |
| Proathlete Wealth Management LLC | 3,283 | $522.1K | 0.15% | +14+0.4% | Added |
| First County Bank | 3,276 | $520.8K | 0.27% | −1,608−32.9% | Reduced |
| Kingsman Wealth Management, Inc. | 3,264 | $518.9K | 0.29% | +19+0.6% | Added |
| Wharton Business Group, LLC | 3,259 | $518.1K | 0.02% | −255−7.3% | Reduced |
| Grandfield & Dodd, LLC | 3,246 | $516.1K | 0.03% | +202+6.6% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $514.9K | 0.31% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,237 | $514.6K | 0.03% | +119+3.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,237 | $514.6K | 0.21% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,232 | $513.7K | 0.02% | +205+6.8% | Added |
| Congress Park Capital LLC | 3,225 | $512.6K | 0.16% | −25−0.8% | Reduced |
| WSFS Capital Management, LLC | 3,225 | $512.6K | 0.03% | +996+44.7% | Added |
| Essex Savings Bank | 3,223 | $512.3K | 0.12% | +14+0.4% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 3,216 | $511.2K | 0.23% | +3,216 | New |
| Hazlett, Burt & Watson, Inc. | 3,200 | $510.0K | 0.18% | +159+5.2% | Added |
| Mason & Associates Inc | 3,202 | $509.0K | 0.10% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,200 | $508.7K | 0.02% | +690+27.5% | Added |
| Phoenix Holdings Ltd. | 11,804 | $505.0K | 0.01% | +596+5.3% | Added |
| B&L Asset Management LLC | 3,172 | $504.2K | 0.26% | +35+1.1% | Added |
| Argent Advisors, Inc. | 3,164 | $502.9K | 0.15% | +560+21.5% | Added |
| Leigh Baldwin & Co., LLC | 3,156 | $501.7K | 0.28% | +3,156 | New |
| Easterly Investment Partners LLC | 3,151 | $500.9K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,148 | $500.3K | 0.04% | −50−1.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,147 | $500.3K | 0.39% | +126+4.2% | Added |
| Aspiriant, LLC | 3,145 | $499.9K | 0.02% | −66−2.1% | Reduced |
| Hobbs Group Advisors, LLC | 3,123 | $496.4K | 0.15% | +32+1.0% | Added |
| Balboa Wealth Partners | 3,122 | $496.3K | 0.09% | +310+11.0% | Added |
| Bedel Financial Consulting, Inc. | 3,120 | $496.0K | 0.06% | +63+2.1% | Added |
| Sapient Capital LLC | 3,070 | $494.8K | 0.01% | −330−9.7% | Reduced |
| SageView Advisory Group, LLC | 3,106 | $493.7K | 0.02% | −142−4.4% | Reduced |
| Navis Wealth Advisors, LLC | 3,102 | $493.1K | 0.37% | +160+5.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $492.8K | 0.00% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,090 | $491.2K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,084 | $490.2K | 0.05% | −232−7.0% | Reduced |
| Avantax Planning Partners, Inc. | 3,079 | $489.4K | 0.01% | −41−1.3% | Reduced |
| Waddell & Associates, LLC | 3,067 | $487.5K | 0.04% | +286+10.3% | Added |
| Fulcrum Capital LLC | 3,066 | $487.4K | 0.10% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,049 | $485.0K | 0.05% | −1,507−33.1% | Reduced |