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 |
|---|---|---|---|---|---|
| Winthrop Advisory Group LLC | 2,513 | $399.4K | 0.03% | −61−2.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,509 | $398.8K | 0.13% | +96+4.0% | Added |
| Guardian Wealth Advisors, LLC | 2,506 | $398.4K | 0.03% | +521+26.2% | Added |
| Thrive Wealth Management, LLC | 2,506 | $398.3K | 0.06% | +3+0.1% | Added |
| Claris Financial LLC | 2,504 | $398.0K | 0.23% | +600+31.5% | Added |
| BXM Wealth LLC | 2,490 | $395.8K | 0.37% | +2,490 | New |
| Sachetta, LLC | 2,488 | $395.5K | 0.15% | +14+0.6% | Added |
| Univest Financial Corp | 2,487 | $395.4K | 0.02% | +7+0.3% | Added |
| Burling Wealth Partners, LLC | 2,485 | $395.0K | 0.07% | −1,545−38.3% | Reduced |
| Associated Banc-Corp | 2,485 | $395.0K | 0.01% | −272−9.9% | Reduced |
| Valley National Advisers Inc | 2,490 | $395.0K | 0.06% | +80+3.3% | Added |
| Cornerstone Advisory, LLC | 2,478 | $393.9K | 0.04% | +30+1.2% | Added |
| Bragg Financial Advisors, Inc | 2,478 | $393.9K | 0.01% | −75−2.9% | Reduced |
| JGP Wealth Management, LLC | 2,534 | $393.5K | 0.04% | −1,031−28.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,474 | $393.3K | 0.08% | +2,474 | New |
| Doheny Asset Management | 2,473 | $393.0K | 0.25% | −50−2.0% | Reduced |
| Requisite Capital Management, LLC | 2,470 | $392.6K | 0.07% | +2,470 | New |
| Capula Management Ltd | 2,467 | $392.2K | 0.00% | +2,467 | New |
| Silver Coast Investments LLC | 2,464 | $391.7K | 0.13% | −85−3.3% | Reduced |
| Horizon Wealth Management, LLC | 2,459 | $390.9K | 0.06% | +54+2.2% | Added |
| Cardinal Point Capital Management, ULC | 2,512 | $389.6K | 0.03% | −33−1.3% | Reduced |
| Ariadne Wealth Management, LP | 2,348 | $388.9K | 0.17% | −299−11.3% | Reduced |
| Gsa Capital Partners LLP | 2,438 | $388.0K | 0.03% | −14,816−85.9% | Reduced |
| Hemington Wealth Management | 2,442 | $388.0K | 0.05% | +147+6.4% | Added |
| Foster Group, Inc. | 2,434 | $386.9K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,432 | $386.6K | 0.13% | +5+0.2% | Added |
| denkapparat Operations GmbH | 2,430 | $386.3K | 0.25% | +428+21.4% | Added |
| Apexium Financial, LP | 2,427 | $385.8K | 0.02% | −78−3.1% | Reduced |
| Stevens Capital Management LP | 2,419 | $385.0K | 0.05% | +2,419 | New |
| Beaumont Financial Advisors, LLC | 2,421 | $384.9K | 0.03% | −30−1.2% | Reduced |
| Almanack Investment Partners, LLC. | 2,418 | $384.4K | 0.06% | −152−5.9% | Reduced |
| Firestone Capital Management | 2,400 | $381.5K | 0.08% | +27+1.1% | Added |
| Veracity Capital LLC | 2,396 | $380.9K | 0.12% | +5+0.2% | Added |
| Novem Group | 2,388 | $379.6K | 0.05% | −138−5.5% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $377.8K | 0.13% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,365 | $375.9K | 0.09% | −49−2.0% | Reduced |
| Quarry LP | 2,360 | $375.1K | 0.09% | +2,019+592.1% | Added |
| Tripletail Wealth Management, LLC | 2,368 | $375.1K | 0.44% | +353+17.5% | Added |
| Amussen Hunsaker Associates LLC | 2,351 | $374.5K | 0.04% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,350 | $373.6K | 0.20% | −46−1.9% | Reduced |
| Fragasso Group Inc. | 2,370 | $373.5K | 0.02% | +124+5.5% | Added |
| Matthew Goff Investment Advisor, LLC | 2,342 | $372.4K | 0.06% | +127+5.7% | Added |
| Van Strum & Towne Inc. | 2,340 | $372.0K | 0.11% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 2,337 | $371.5K | 1.02% | +2,337 | New |
| Primoris Wealth Advisors, LLC | 2,335 | $371.2K | 0.24% | 00.0% | Unchanged |
| American National Bank | 2,333 | $370.9K | 0.04% | −907−28.0% | Reduced |
| Quantessence Capital LLC | 2,329 | $370.2K | 0.12% | +2,329 | New |
| Newman Dignan & Sheerar, Inc. | 2,328 | $370.1K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,258 | $369.0K | 0.17% | −380−14.4% | Reduced |
| Strategic Financial Concepts, LLC | 2,315 | $368.1K | 0.05% | −294−11.3% | Reduced |
| True Link Financial Advisors, LLC | 2,312 | $367.5K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,311 | $367.4K | 0.17% | +61+2.7% | Added |
| Alteri Wealth LLC | 2,302 | $366.0K | 0.13% | +25+1.1% | Added |
| Prairie Wealth Advisors, Inc. | 2,300 | $365.6K | 0.15% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,296 | $365.0K | 0.06% | +734+47.0% | Added |
| Wealth Alliance | 2,290 | $364.0K | 0.04% | −3,519−60.6% | Reduced |
| Harold Davidson & Associates Inc. | 2,290 | $364.0K | 0.17% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,280 | $362.4K | 0.04% | −79−3.3% | Reduced |
| Welch Group, LLC | 2,280 | $362.4K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 2,278 | $362.1K | 0.06% | +2,278 | New |
| Old North State Trust, LLC | 2,274 | $361.0K | 0.22% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,271 | $361.0K | 0.18% | −13,618−85.7% | Reduced |
| Bouchey Financial Group Ltd | 2,268 | $360.5K | 0.03% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,264 | $359.9K | 0.08% | +2,264 | New |
| NTV Asset Management LLC | 2,248 | $357.3K | 0.04% | +532+31.0% | Added |
| Victory Financial Group, LLC | 2,251 | $357.2K | 0.05% | −418−15.7% | Reduced |
| Luts & Greenleigh Group, Inc | 2,245 | $356.9K | 0.32% | +44+2.0% | Added |
| Maxele Advisors, LLC | 2,245 | $356.9K | 0.31% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,224 | $353.5K | 0.02% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,219 | $352.8K | 0.15% | +9+0.4% | Added |
| Riverwater Partners LLC | 2,218 | $352.6K | 0.15% | −172−7.2% | Reduced |
| Equitable Trust Co | 2,206 | $350.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,206 | $350.7K | 0.03% | +2,206 | New |
| Wall Street Financial Group, Inc. | 2,205 | $350.5K | 0.26% | −3−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,204 | $350.4K | 0.07% | +10.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,203 | $350.2K | 0.05% | +3+0.1% | Added |
| Groesbeck Investment Management Corp | 2,200 | $350.0K | 0.68% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,197 | $349.2K | 0.11% | −53−2.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,197 | $349.2K | 0.05% | +124+6.0% | Added |
| Eagle Strategies LLC | 2,196 | $349.1K | 0.05% | +12+0.5% | Added |
| Binnacle Investments Inc | 2,193 | $348.6K | 0.21% | +130+6.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,189 | $348.0K | 0.05% | +2+0.1% | Added |
| BancorpSouth Bank | 2,183 | $347.1K | 0.02% | +64+3.0% | Added |
| Legacy Advisors, LLC | 2,184 | $347.1K | 0.04% | +2,184 | New |
| CWS Financial Advisors, LLC | 2,182 | $346.8K | 0.10% | +100+4.8% | Added |
| Edgestream Partners, L.P. | 2,175 | $345.7K | 0.01% | −72,943−97.1% | Reduced |
| QTR Family Wealth, LLC | 2,168 | $344.7K | 0.16% | +309+16.6% | Added |
| Bangor Savings Bank | 2,167 | $344.4K | 0.03% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2,167 | $344.0K | 0.24% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,095 | $343.6K | 0.20% | +183+9.6% | Added |
| Sunflower Bank, N.A. | 2,161 | $343.5K | 0.08% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,157 | $342.9K | 0.03% | −226−9.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,153 | $342.0K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 2,150 | $341.8K | 0.27% | −2,950−57.8% | Reduced |
| Proficio Capital Partners LLC | 2,148 | $341.5K | 0.02% | −6,379−74.8% | Reduced |
| Canvas Wealth Advisors, LLC | 2,165 | $341.2K | 0.06% | +19+0.9% | Added |
| Macroview Investment Management LLC | 2,146 | $341.1K | 0.26% | +8+0.4% | Added |
| WealthShield Partners, LLC | 2,145 | $340.9K | 0.04% | −10.0% | Reduced |
| Beacon Financial Advisory LLC | 2,143 | $340.7K | 0.08% | +89+4.3% | Added |
| Everett Harris & Co | 2,134 | $339.2K | 0.00% | 00.0% | Unchanged |