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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 3,113 | $485.0K | 0.32% | −895−22.3% | Reduced |
| Optimize Financial Inc | 3,044 | $483.9K | 0.25% | +3,044 | New |
| McLean Asset Management Corp | 3,053 | $482.7K | 0.10% | +46+1.5% | Added |
| Focus Financial Network, Inc. | 3,024 | $480.7K | 0.02% | −1,387−31.4% | Reduced |
| SFMG, LLC | 3,021 | $480.3K | 0.03% | +3,021 | New |
| Partners Wealth Management, LLC | 3,021 | $480.2K | 0.47% | +12+0.4% | Added |
| Castle Wealth Management LLC | 3,014 | $479.1K | 0.16% | −5−0.2% | Reduced |
| Retirement Planning Group | 3,013 | $478.9K | 0.02% | +3,013 | New |
| One Wealth Advisors, LLC | 3,013 | $478.9K | 0.06% | −98−3.2% | Reduced |
| Circle Wealth Management, LLC | 3,002 | $477.2K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $476.9K | 0.10% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 3,000 | $476.9K | 0.22% | +3,000 | New |
| Severin Investments, LLC | 2,990 | $475.3K | 0.42% | −49−1.6% | Reduced |
| Pallas Capital Advisors LLC | 2,987 | $474.9K | 0.02% | −240−7.4% | Reduced |
| Summit Wealth Group, LLC | 2,986 | $474.6K | 0.11% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 2,985 | $474.5K | 0.43% | −90−2.9% | Reduced |
| Ethos Financial Group, LLC | 2,985 | $474.5K | 0.04% | +1,378+85.7% | Added |
| Tactive Advisors, LLC | 2,980 | $473.7K | 0.13% | −32−1.1% | Reduced |
| Perfromance Wealth Partners, LLC | 2,974 | $472.7K | 0.01% | −214−6.7% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $471.3K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,949 | $468.8K | 0.09% | +4+0.1% | Added |
| Humankind Investments LLC | 2,941 | $467.5K | 0.11% | −132−4.3% | Reduced |
| Ostrum Asset Management | 2,939 | $467.2K | 0.02% | −91−3.0% | Reduced |
| Golden State Wealth Management, LLC | 2,937 | $466.9K | 0.05% | +20+0.7% | Added |
| O'Rourke & Company, Inc | 2,937 | $466.8K | 0.20% | −47−1.6% | Reduced |
| Five Oceans Advisors | 2,934 | $466.4K | 0.17% | −135−4.4% | Reduced |
| American State Bank (Iowa) | 2,922 | $464.5K | 0.24% | +14+0.5% | Added |
| Everpar Advisors LLC | 2,913 | $463.1K | 0.18% | −9−0.3% | Reduced |
| Crawford Investment Counsel Inc | 2,900 | $461.0K | 0.01% | −30−1.0% | Reduced |
| Key Financial Inc | 2,934 | $460.3K | 0.09% | +2+0.1% | Added |
| City State Bank | 2,878 | $457.5K | 0.13% | −100−3.4% | Reduced |
| Auxano Advisors, LLC | 2,876 | $457.2K | 0.10% | +81+2.9% | Added |
| Amica Retiree Medical Trust | 2,876 | $457.0K | 0.62% | −469−14.0% | Reduced |
| Austin Private Wealth, LLC | 2,867 | $455.7K | 0.04% | −132−4.4% | Reduced |
| Plancorp, LLC | 2,858 | $454.3K | 0.01% | +56+2.0% | Added |
| Accredited Investors Inc. | 2,851 | $453.2K | 0.03% | +453+18.9% | Added |
| MBL Wealth, LLC | 2,848 | $452.7K | 0.04% | +1,168+69.5% | Added |
| Groupe la Francaise | 2,892 | $452.5K | 0.01% | +2,121+275.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,844 | $452.1K | 0.02% | +228+8.7% | Added |
| River Wealth Advisors LLC | 2,837 | $451.0K | 0.05% | −80−2.7% | Reduced |
| Paradigm Financial Partners, LLC | 2,818 | $447.9K | 0.05% | −1,256−30.8% | Reduced |
| Aspen Wealth Strategies, LLC | 2,818 | $447.9K | 0.25% | +119+4.4% | Added |
| Elyxium Wealth, LLC | 2,814 | $447.3K | 0.16% | +201+7.7% | Added |
| Fiduciary Family Office, LLC | 2,813 | $447.2K | 0.13% | −851−23.2% | Reduced |
| Cercano Management LLC | 2,812 | $447.0K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,804 | $445.7K | 0.31% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $445.7K | 0.05% | +930+49.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,804 | $445.7K | 0.09% | −319−10.2% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,800 | $445.1K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,762 | $442.0K | 0.29% | −37−1.3% | Reduced |
| Tanager Wealth Management LLP | 2,779 | $441.8K | 0.05% | +114+4.3% | Added |
| SLT Holdings LLC | 2,776 | $441.3K | 0.29% | +450+19.3% | Added |
| Root Financial Partners, LLC | 2,774 | $440.9K | 0.03% | +142+5.4% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $440.9K | 0.10% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,773 | $440.8K | 0.19% | +5+0.2% | Added |
| Grimes & Company, Inc. | 2,771 | $440.5K | 0.01% | −122−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 2,769 | $440.2K | 0.05% | −433−13.5% | Reduced |
| LBMC Investment Advisors, LLC | 2,764 | $439.4K | 0.03% | +2,764 | New |
| Spartan Planning & Wealth Management | 2,743 | $436.1K | 0.34% | −36−1.3% | Reduced |
| Charter Capital Management, LLC | 2,735 | $434.8K | 0.23% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,664 | $433.2K | 0.09% | +251+10.4% | Added |
| Broadleaf Partners, LLC | 2,719 | $432.2K | 0.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,693 | $428.1K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,687 | $427.1K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,685 | $426.8K | 0.20% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,683 | $426.5K | 0.04% | −1,262−32.0% | Reduced |
| Castleview Partners, LLC | 2,681 | $426.2K | 0.23% | −301−10.1% | Reduced |
| Rockingstone Advisors LLC | 2,680 | $426.0K | 0.21% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,680 | $426.0K | 0.22% | −5−0.2% | Reduced |
| Ashford Capital Management Inc | 2,670 | $424.4K | 0.05% | 00.0% | Unchanged |
| American Trust | 2,670 | $424.4K | 0.04% | +770+40.5% | Added |
| United Advisor Group, LLC | 2,658 | $422.5K | 0.06% | +2,658 | New |
| Measured Wealth Private Client Group, LLC | 2,657 | $422.4K | 0.11% | −264−9.0% | Reduced |
| Pines Wealth Management, LLC | 2,655 | $422.0K | 0.14% | +138+5.5% | Added |
| Sivia Capital Partners, LLC | 2,638 | $419.4K | 0.12% | +71+2.8% | Added |
| Clear Creek Financial Management, LLC | 2,616 | $415.8K | 0.04% | +64+2.5% | Added |
| Camden National Bank | 2,606 | $414.3K | 0.06% | −65−2.4% | Reduced |
| Cove Private Wealth, LLC | 2,606 | $414.3K | 0.13% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,605 | $414.1K | 0.04% | +2,605 | New |
| Financial Security Advisor, Inc. | 2,599 | $413.1K | 0.09% | +46+1.8% | Added |
| Berkeley Capital Partners, LLC | 2,593 | $412.2K | 0.10% | +27+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,593 | $412.2K | 0.11% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,590 | $411.6K | 0.14% | +22+0.9% | Added |
| Osterweis Capital Management Inc | 2,583 | $410.6K | 0.02% | +150+6.2% | Added |
| Samalin Investment Counsel, LLC | 2,581 | $410.2K | 0.14% | −51−1.9% | Reduced |
| BLB&B Advisors, LLC | 2,570 | $408.5K | 0.02% | +5+0.2% | Added |
| IVC Wealth Advisors LLC | 2,568 | $408.2K | 0.18% | +6+0.2% | Added |
| Breakthru Advisory Services, LLC | 2,563 | $407.4K | 0.27% | +2,563 | New |
| GAM Holding AG | 2,554 | $406.0K | 0.03% | +2,554 | New |
| Voya Financial Advisors, Inc. | 2,519 | $406.0K | 0.04% | −1,158−31.5% | Reduced |
| SPC Financial, Inc. | 2,550 | $405.3K | 0.03% | +363+16.6% | Added |
| Michael B. Yongue | 2,548 | $405.0K | 0.29% | 00.0% | Unchanged |
| SIH Partners, LLLP | 2,546 | $404.7K | 0.04% | +2,546 | New |
| Wallace Advisory Group, LLC | 2,872 | $404.6K | 0.33% | −521−15.4% | Reduced |
| Orrstown Financial Services Inc | 2,538 | $403.4K | 0.07% | −1,857−42.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,534 | $402.8K | 0.09% | +7+0.3% | Added |
| Motco | 2,529 | $402.0K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,526 | $401.5K | 0.15% | +10.0% | Added |
| New Wave Wealth Advisors LLC | 2,524 | $401.2K | 0.16% | +2,524 | New |
| Modern Wealth Management, LLC | 2,520 | $400.7K | 0.01% | +19+0.8% | Added |