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 |
|---|---|---|---|---|---|
| New Covenant Trust Company, N.A. | 2,128 | $338.3K | 0.31% | −834−28.2% | Reduced |
| Werba Rubin Papier Wealth Management | 2,121 | $337.2K | 0.05% | +73+3.6% | Added |
| Boyd Watterson Asset Management LLC | 2,114 | $336.0K | 0.10% | −54−2.5% | Reduced |
| Tepp RIA, LLC | 2,109 | $335.2K | 0.38% | +175+9.0% | Added |
| North Star Asset Management Inc | 2,107 | $334.9K | 0.01% | 00.0% | Unchanged |
| Manske Wealth Management | 2,104 | $334.5K | 0.10% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,103 | $334.3K | 0.04% | −192−8.4% | Reduced |
| Silverlake Wealth Management LLC | 2,093 | $332.7K | 0.08% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,090 | $332.3K | 0.16% | +297+16.6% | Added |
| Glen Eagle Advisors, LLC | 2,089 | $332.1K | 0.05% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,021 | $331.5K | 0.15% | +2,021 | New |
| First Business Financial Services, Inc. | 2,084 | $331.3K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,072 | $329.4K | 0.12% | +2+0.1% | Added |
| Leo Wealth, LLC | 2,067 | $328.6K | 0.04% | −91−4.2% | Reduced |
| Manhattan West Asset Management, LLC | 2,067 | $328.6K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,058 | $327.3K | 0.17% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,050 | $325.8K | 0.02% | +249+13.8% | Added |
| Alta Wealth Advisors LLC | 2,049 | $325.7K | 0.12% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 2,034 | $323.0K | 0.05% | +2,034 | New |
| Cypress Wealth Services, LLC | 2,029 | $322.6K | 0.05% | +176+9.5% | Added |
| Mayfair Advisory Group, LLC | 2,027 | $322.2K | 0.14% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 2,023 | $321.6K | 0.13% | +305+17.8% | Added |
| Flaharty Asset Management, LLC | 2,008 | $319.2K | 0.04% | +216+12.1% | Added |
| J2 Capital Management Inc | 2,005 | $318.7K | 0.24% | −23−1.1% | Reduced |
| Interactive Financial Advisors | 2,003 | $318.4K | 0.17% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 2,001 | $318.1K | 0.13% | +43+2.2% | Added |
| Warther Private Wealth, LLC | 2,000 | $317.9K | 0.08% | −115−5.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,000 | $317.9K | 0.18% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $317.9K | 0.21% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 2,000 | $317.9K | 0.28% | +2,000 | New |
| RB Capital Management, LLC | 1,998 | $317.6K | 0.07% | +206+11.5% | Added |
| Prepared Retirement Institute LLC | 1,997 | $317.4K | 0.17% | 00.0% | Unchanged |
| King Wealth | 1,990 | $316.0K | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,987 | $315.9K | 0.01% | −61−3.0% | Reduced |
| Capital Square, LLC | 1,986 | $315.7K | 0.16% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,985 | $315.5K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 1,982 | $315.1K | 0.08% | +44+2.3% | Added |
| Leeward Financial Partners, LLC | 1,978 | $314.4K | 0.09% | +3+0.2% | Added |
| Keebeck Wealth Management, LLC | 1,971 | $313.3K | 0.04% | +158+8.7% | Added |
| Mirador Capital Partners LP | 1,970 | $313.2K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,969 | $313.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,951 | $310.1K | 0.25% | −45−2.3% | Reduced |
| Consilio Wealth Advisors, LLC | 1,951 | $310.1K | 0.10% | +29+1.5% | Added |
| Abel Hall, LLC | 1,951 | $310.1K | 0.13% | −41−2.1% | Reduced |
| Family Management Corp | 1,950 | $310.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 1,945 | $309.2K | 0.01% | +437+29.0% | Added |
| RKL Wealth Management LLC | 1,943 | $308.9K | 0.03% | +3+0.2% | Added |
| Phillips Wealth Planners LLC | 1,954 | $308.9K | 0.26% | −481−19.8% | Reduced |
| Lewis Asset Management, LLC | 1,933 | $307.2K | 0.13% | +92+5.0% | Added |
| West Family Investments, Inc. | 6,797 | $306.5K | 0.07% | +1,227+22.0% | Added |
| McAdam, LLC | 1,926 | $306.2K | 0.02% | +219+12.8% | Added |
| Neville Rodie & Shaw Inc | 1,926 | $306.0K | 0.02% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,920 | $305.2K | 0.02% | −149−7.2% | Reduced |
| Wealth Management Associates, Inc. | 1,917 | $304.7K | 0.11% | +22+1.2% | Added |
| Kanawha Capital Management LLC | 1,914 | $304.2K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 1,900 | $302.0K | 0.11% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,898 | $301.7K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,896 | $301.5K | 0.02% | −1−0.1% | Reduced |
| Norway Savings Bank | 1,896 | $301.4K | 0.15% | −15−0.8% | Reduced |
| Grant Private Wealth Management Inc | 1,892 | $300.7K | 0.19% | +1,892 | New |
| JB Capital LLC | 1,885 | $299.6K | 0.01% | +30+1.6% | Added |
| Palisades Hudson Asset Management, L.P. | 1,878 | $299.0K | 0.11% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,881 | $299.0K | 0.07% | +184+10.8% | Added |
| Acorn Creek Capital LLC | 1,879 | $298.7K | 0.11% | +20+1.1% | Added |
| Chicago Capital, LLC | 1,875 | $298.1K | 0.01% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,875 | $298.1K | 0.02% | +13+0.7% | Added |
| Birch Hill Investment Advisors LLC | 1,871 | $297.4K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,870 | $297.3K | 0.11% | −787−29.6% | Reduced |
| Hantz Financial Services, Inc. | 1,869 | $297.0K | 0.00% | +678+56.9% | Added |
| Tyche Wealth Partners LLC | 1,859 | $295.6K | 0.05% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 1,856 | $295.0K | 0.10% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,851 | $294.2K | 0.17% | +68+3.8% | Added |
| Lifestyle Asset Management, Inc. | 1,849 | $293.9K | 0.10% | −17−0.9% | Reduced |
| BKM Wealth Management, LLC | 1,848 | $293.8K | 0.11% | −185−9.1% | Reduced |
| Florida Financial Advisors, LLC | 1,839 | $292.7K | 0.09% | −231−11.2% | Reduced |
| LeConte Wealth Management, LLC | 1,841 | $292.6K | 0.20% | +66+3.7% | Added |
| BlackDiamond Wealth Management Inc. | 1,840 | $292.5K | 0.16% | +37+2.1% | Added |
| Cozad Asset Management Inc | 1,833 | $291.4K | 0.02% | −39−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,832 | $291.2K | 0.01% | +324+21.5% | Added |
| Thrive Capital Management, LLC | 1,831 | $291.1K | 0.08% | −164−8.2% | Reduced |
| Warwick Investment Management, Inc. | 1,830 | $290.9K | 0.05% | +213+13.2% | Added |
| Pflug Koory, LLC | 1,824 | $289.9K | 0.14% | 00.0% | Unchanged |
| Auour Investments LLC | 1,820 | $289.3K | 0.09% | −100−5.2% | Reduced |
| Sterling Financial Group, Inc. | 1,817 | $288.8K | 0.09% | +28+1.6% | Added |
| Revolve Wealth Partners, LLC | 1,816 | $288.7K | 0.03% | −1−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,813 | $288.2K | 0.04% | −7−0.4% | Reduced |
| Royal Fund Management, LLC | 1,811 | $287.9K | 0.04% | −961−34.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,803 | $286.6K | 0.06% | −46−2.5% | Reduced |
| Athena Investment Management | 1,803 | $286.6K | 0.15% | −42−2.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,802 | $286.4K | 0.04% | +1,802 | New |
| Virtus ETF Advisers LLC | 1,801 | $286.3K | 0.16% | −299−14.2% | Reduced |
| Reik & Co., LLC | 1,800 | $286.1K | 0.07% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $286.1K | 0.08% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $286.1K | 0.22% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,800 | $286.1K | 0.21% | +97+5.7% | Added |
| Longboard Asset Management, LP | 1,796 | $285.5K | 0.46% | +1,796 | New |
| OneAscent Financial Services LLC | 1,790 | $284.5K | 0.02% | −601−25.1% | Reduced |
| Holistic Financial Partners | 1,779 | $282.8K | 0.12% | +70+4.1% | Added |
| Consolidated Portfolio Review Corp | 1,779 | $282.8K | 0.04% | −350−16.4% | Reduced |
| Cambria Investment Management, L.P. | 1,775 | $282.2K | 0.02% | +194+12.3% | Added |