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 |
|---|---|---|---|---|---|
| Black Swift Group, LLC | 1,773 | $281.8K | 0.05% | +166+10.3% | Added |
| Rise Advisors, LLC | 1,773 | $281.8K | 0.10% | +31+1.8% | Added |
| Fusion Capital, LLC | 1,716 | $281.4K | 0.08% | +15+0.9% | Added |
| WealthTrust Axiom LLC | 1,770 | $281.4K | 0.08% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,793 | $281.3K | 0.10% | −6−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 1,996 | $281.0K | 0.02% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,766 | $280.7K | 0.07% | 00.0% | Unchanged |
| Bank Ozk | 1,765 | $280.6K | 0.10% | −40−2.2% | Reduced |
| Stonebrook Private Inc. | 1,764 | $280.4K | 0.06% | +117+7.1% | Added |
| Southland Equity Partners LLC | 1,760 | $279.8K | 0.06% | +41+2.4% | Added |
| Deseret Mutual Benefit Administrators | 1,758 | $279.5K | 0.12% | −246−12.3% | Reduced |
| Cypress Capital Group | 1,751 | $278.3K | 0.03% | −52−2.9% | Reduced |
| Reston Wealth Management LLC | 1,751 | $278.3K | 0.09% | +99+6.0% | Added |
| Massachusetts Wealth Management | 1,750 | $278.2K | 0.14% | +25+1.4% | Added |
| Private Wealth Asset Management, LLC | 1,749 | $278.0K | 0.03% | +250+16.7% | Added |
| WP Advisors, LLC | 1,748 | $277.9K | 0.07% | +12+0.7% | Added |
| Park Place Capital Corp | 1,745 | $277.4K | 0.06% | −1,244−41.6% | Reduced |
| 49 Wealth Management, LLC | 1,742 | $277.0K | 0.03% | +97+5.9% | Added |
| Grunden Financial Advisory, Inc. | 1,740 | $276.6K | 0.11% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,736 | $275.9K | 0.11% | +5+0.3% | Added |
| Paragon Private Wealth Management, LLC | 1,735 | $275.8K | 0.09% | +1,735 | New |
| Catalina Capital Group, LLC | 1,720 | $273.4K | 0.17% | +1,720 | New |
| LifeWealth Investments, LLC | 1,719 | $273.3K | 0.04% | +22+1.3% | Added |
| Weatherly Asset Management L. P. | 1,715 | $272.6K | 0.02% | −28−1.6% | Reduced |
| Caliber Wealth Management, LLC | 1,712 | $272.1K | 0.03% | −244−12.5% | Reduced |
| Central Bank & Trust Co | 1,709 | $271.7K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 1,707 | $271.3K | 0.06% | −1−0.1% | Reduced |
| Brave Asset Management Inc | 1,700 | $270.2K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $270.2K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 1,700 | $270.2K | 0.02% | +103+6.4% | Added |
| Garden State Investment Advisory Services LLC | 1,698 | $270.0K | 0.07% | +2+0.1% | Added |
| Richard P Slaughter Associates Inc | 1,697 | $269.8K | 0.06% | −43−2.5% | Reduced |
| Real Talk Capital, LLC | 1,691 | $268.8K | 0.29% | +1,691 | New |
| Kennedy Investment Group | 1,689 | $268.5K | 0.11% | +7+0.4% | Added |
| CFO4Life Group, LLC | 1,688 | $268.4K | 0.04% | +58+3.6% | Added |
| Walkner Condon Financial Advisors LLC | 1,688 | $268.3K | 0.04% | +92+5.8% | Added |
| Pekin Hardy Strauss, Inc. | 1,688 | $268.3K | 0.03% | +53+3.2% | Added |
| Spirepoint Private Client, LLC | 1,684 | $267.7K | 0.03% | +1,684 | New |
| ORG Wealth Partners, LLC | 1,680 | $267.0K | 0.06% | +927+123.1% | Added |
| Carrera Capital Advisors | 1,671 | $265.6K | 0.05% | +200+13.6% | Added |
| Riverbend Wealth Management, LLC | 1,671 | $265.6K | 0.19% | −33−1.9% | Reduced |
| Centurion Wealth Management LLC | 1,669 | $265.2K | 0.06% | −21−1.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,667 | $265.0K | 0.05% | +1,667 | New |
| Noesis Capital Mangement Corp | 1,666 | $264.8K | 0.04% | +11+0.7% | Added |
| Secure Asset Management, LLC | 1,688 | $264.8K | 0.04% | +73+4.5% | Added |
| Schrum Private Wealth Management LLC | 1,665 | $264.6K | 0.19% | −20−1.2% | Reduced |
| Hidden Cove Wealth Management, LLC | 1,661 | $264.0K | 0.17% | +1,661 | New |
| Biltmore Family Office, LLC | 1,660 | $263.9K | 0.04% | +51+3.2% | Added |
| Westmount Partners, LLC | 1,680 | $263.6K | 0.07% | +19+1.1% | Added |
| Westwood Holdings Group Inc. | 1,653 | $263.0K | 0.00% | −140−7.8% | Reduced |
| Per Stirling Capital Management, LLC. | 1,654 | $263.0K | 0.03% | +3+0.2% | Added |
| Marks Group Wealth Management, Inc | 1,654 | $262.9K | 0.02% | +5+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,652 | $262.7K | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,652 | $262.6K | 0.06% | −77−4.5% | Reduced |
| Hoxton Planning & Management, LLC | 1,649 | $262.1K | 0.08% | −70−4.1% | Reduced |
| Facet Wealth, Inc. | 1,648 | $262.0K | 0.01% | +1,648 | New |
| FDx Advisors, Inc. | 1,594 | $261.0K | 0.08% | −680−29.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,638 | $260.4K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,633 | $259.7K | 0.01% | +1,633 | New |
| Godsey & Gibb Associates | 1,626 | $258.5K | 0.02% | −124−7.1% | Reduced |
| STAR Financial Bank | 1,616 | $256.9K | 0.15% | −76−4.5% | Reduced |
| Silver Grove Financial Group, Inc. | 1,614 | $256.6K | 0.24% | +1,614 | New |
| LJI Wealth Management, LLC | 1,612 | $256.2K | 0.04% | −259−13.8% | Reduced |
| Channel Wealth LLC | 1,606 | $255.3K | 0.07% | −1−0.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $255.0K | 0.03% | +7+0.4% | Added |
| Masso Torrence Wealth Management Inc. | 1,601 | $254.5K | 0.11% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,600 | $254.3K | 0.42% | −520−24.5% | Reduced |
| McNamara Financial Services, Inc. | 1,600 | $254.3K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $254.3K | 0.11% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,600 | $254.3K | 0.26% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,595 | $253.5K | 0.05% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,585 | $252.0K | 0.11% | +1,585 | New |
| Washington Trust Bank | 1,574 | $250.2K | 0.02% | 00.0% | Unchanged |
| First National Corp | 1,594 | $250.2K | 0.05% | −54−3.3% | Reduced |
| Syverson Strege & Co | 1,572 | $249.9K | 0.06% | −317−16.8% | Reduced |
| TFC Financial Management | 1,570 | $249.5K | 0.03% | +9+0.6% | Added |
| Blue Barn Wealth, LLC | 1,568 | $249.2K | 0.11% | +11+0.7% | Added |
| Ewa, LLC | 1,567 | $249.1K | 0.07% | +60+4.0% | Added |
| Headinvest, LLC | 1,567 | $249.1K | 0.05% | −120−7.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,565 | $249.0K | 0.01% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,562 | $248.3K | 0.05% | −197−11.2% | Reduced |
| Valley Financial Group, Inc. | 1,562 | $248.3K | 0.14% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,560 | $248.0K | 0.06% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,549 | $246.3K | 0.02% | −174−10.1% | Reduced |
| Landaas & Co | 1,546 | $246.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,547 | $245.9K | 0.03% | −110−6.6% | Reduced |
| Financial Council Asset Management Inc | 1,543 | $245.3K | 0.11% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,537 | $244.3K | 0.09% | −1,175−43.3% | Reduced |
| Ashton Thomas Securities, LLC | 1,535 | $244.0K | 0.03% | +1,535 | New |
| Bruce G. Allen Investments, LLC | 1,534 | $243.8K | 0.17% | −23−1.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,533 | $243.7K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,531 | $243.4K | 0.04% | 00.0% | Unchanged |
| Whelan Financial | 1,530 | $243.2K | 0.08% | +1,530 | New |
| FCG Investment Co | 1,527 | $242.7K | 0.11% | −67−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,521 | $241.8K | 0.01% | +38+2.6% | Added |
| AssuredPartners Investment Advisors, LLC | 1,518 | $241.3K | 0.05% | +68+4.7% | Added |
| Harrell Investment Partners, LLC | 1,517 | $241.1K | 0.06% | +37+2.5% | Added |
| GHP Investment Advisors, Inc. | 1,516 | $241.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,511 | $240.2K | 0.01% | −1,063−41.3% | Reduced |
| Aviance Capital Partners, LLC | 1,507 | $239.6K | 0.03% | 00.0% | Unchanged |