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
- 2,266
- +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
- 819 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 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| Nearwater Capital Markets, Ltd | 916,809 | $145.7M | 1.95% | 00.0% | Unchanged |
| Nordea Investment Management AB | 897,710 | $142.6M | 0.12% | −14,572−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 893,962 | $142.1M | 0.97% | −3550.0% | Reduced |
| Victory Capital Management Inc | 890,071 | $141.5M | 0.09% | −106,145−10.7% | Reduced |
| Swedbank AB | 889,188 | $141.3M | 0.14% | −775−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 848,428 | $134.9M | 1.88% | −48,026−5.4% | Reduced |
| Mariner, LLC | 844,296 | $134.2M | 0.17% | +53,490+6.8% | Added |
| Storebrand Asset Management AS | 831,397 | $132.2M | 0.35% | +19,270+2.4% | Added |
| Retirement Systems of Alabama | 810,987 | $128.9M | 0.43% | −6,277−0.8% | Reduced |
| RBF Capital, LLC | 810,432 | $128.8M | 5.92% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 810,361 | $128.8M | 0.12% | +20,414+2.6% | Added |
| DnB Asset Management AS | 790,153 | $125.6M | 0.47% | +6,368+0.8% | Added |
| Korea Investment CORP | 789,569 | $125.5M | 0.26% | −156,109−16.5% | Reduced |
| Pzena Investment Management LLC | 785,597 | $124.9M | 0.40% | −5,570−0.7% | Reduced |
| Aristotle Capital Management, LLC | 781,487 | $124.2M | 0.24% | −14,000−1.8% | Reduced |
| Acadian Asset Management LLC | 777,096 | $123.5M | 0.22% | +314,400+67.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 775,928 | $123.3M | 0.23% | +492,449+173.7% | Added |
| Kames Capital plc | 772,495 | $123.1M | 1.46% | −24,696−3.1% | Reduced |
| M&T Bank Corp | 772,076 | $122.7M | 0.41% | −45,411−5.6% | Reduced |
| Rathbone Brothers plc | 771,919 | $122.7M | 0.50% | +9,074+1.2% | Added |
| APG Asset Management N.V. | 906,266 | $122.6M | 0.34% | −188,836−17.2% | Reduced |
| Nisa Investment Advisors, LLC | 763,588 | $121.4M | 0.47% | +269,972+54.7% | Added |
| Russell Investments Group, Ltd. | 758,392 | $120.8M | 0.14% | +7,809+1.0% | Added |
| US Bancorp | 743,889 | $118.2M | 0.14% | −11,465−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 743,800 | $118.2M | 0.62% | +5,662+0.8% | Added |
| Artisan Partners Limited Partnership | 739,388 | $117.5M | 0.17% | +18,914+2.6% | Added |
| Toronto Dominion Bank | 706,843 | $112.4M | 0.22% | +22,798+3.3% | Added |
| State of Wisconsin Investment Board | 664,149 | $105.6M | 0.24% | −17,473−2.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 661,854 | $105.2M | 0.15% | −52,686−7.4% | Reduced |
| Danske Bank A/S | 654,864 | $104.1M | 0.26% | +36,640+5.9% | Added |
| Virginia Retirement Systems Et Al | 654,400 | $104.0M | 0.67% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 648,457 | $103.1M | 0.22% | +9,499+1.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 625,045 | $99.4M | 0.27% | −32,352−4.9% | Reduced |
| UniSuper Management Pty Ltd | 623,710 | $99.1M | 0.61% | +13,080+2.1% | Added |
| Federated Hermes, Inc. | 611,838 | $97.3M | 0.17% | −1,358,732−69.0% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $94.4M | 0.16% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 581,325 | $92.4M | 0.27% | +21,458+3.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 571,883 | $90.9M | 4.28% | −44,692−7.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 567,358 | $90.2M | 0.21% | +6,167+1.1% | Added |
| Truist Financial Corp | 561,541 | $89.3M | 0.12% | −37,874−6.3% | Reduced |
| SEI Investments Co | 555,939 | $88.4M | 0.10% | +36,515+7.0% | Added |
| TCW Group Inc | 549,466 | $87.3M | 0.73% | −92,476−14.4% | Reduced |
| TD Asset Management Inc | 545,941 | $86.8M | 0.07% | −19,379−3.4% | Reduced |
| CIBC World Markets Inc. | 535,823 | $85.2M | 0.18% | −55,324−9.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 535,132 | $85.1M | 0.27% | −82,978−13.4% | Reduced |
| First Trust Advisors LP | 533,089 | $84.7M | 0.06% | −307,371−36.6% | Reduced |
| Primecap Management Co | 528,971 | $84.1M | 0.06% | −106,810−16.8% | Reduced |
| Menora Mivtachim Holdings Ltd. | 527,449 | $83.8M | 0.43% | −1,678−0.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 521,964 | $83.0M | 1.58% | +89,686+20.7% | Added |
| Treasurer of the State of North Carolina | 517,830 | $82.3M | 0.25% | −20,176−3.8% | Reduced |
| Quantinno Capital Management LP | 510,240 | $81.1M | 0.22% | +154,820+43.6% | Added |
| Capital Advisors Inc | 508,043 | $80.8M | 1.35% | +4,582+0.9% | Added |
| Nomura Asset Management Co Ltd | 504,435 | $80.2M | 0.21% | −26,580−5.0% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 500,534 | $79.6M | 6.19% | +33,200+7.1% | Added |
| Candriam Luxembourg S.C.A. | 500,027 | $79.5M | 0.42% | +5,195+1.0% | Added |
| KLP Kapitalforvaltning AS | 495,889 | $78.8M | 0.31% | −1,200−0.2% | Reduced |
| Man Group plc | 485,537 | $77.2M | 0.15% | +113,629+30.6% | Added |
| Calamos Advisors LLC | 482,952 | $76.8M | 0.31% | −4,830−1.0% | Reduced |
| MML Investors Services, LLC | 478,947 | $76.1M | 0.20% | +1,091+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 476,070 | $75.7M | 0.17% | −21,159−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 468,828 | $74.5M | 0.24% | −5,947−1.3% | Reduced |
| Donaldson Capital Management, LLC | 467,246 | $74.3M | 2.35% | +9,056+2.0% | Added |
| Balyasny Asset Management LLC | 466,669 | $74.2M | 0.15% | −764,395−62.1% | Reduced |
| Pinnacle Associates Ltd | 453,796 | $72.1M | 0.96% | +718+0.2% | Added |
| Holocene Advisors, LP | 453,461 | $72.1M | 0.17% | +449,677+11,883.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 450,431 | $71.6M | 0.37% | +4,940+1.1% | Added |
| Handelsbanken Fonder AB | 449,052 | $71.4M | 0.23% | +489+0.1% | Added |
| Worldquant Millennium Advisors LLC | 444,401 | $70.6M | 0.31% | +171,244+62.7% | Added |
| Commonwealth Equity Services, LLC | 442,825 | $70.4M | 0.09% | −20,496−4.4% | Reduced |
| Gateway Investment Advisers LLC | 438,340 | $69.7M | 0.67% | −3,319−0.8% | Reduced |
| State of Tennessee, Treasury Department | 435,369 | $69.2M | 0.23% | −7,000−1.6% | Reduced |
| Creative Planning | 423,869 | $67.4M | 0.05% | +134,563+46.5% | Added |
| State of New Jersey Common Pension Fund D | 422,630 | $67.2M | 0.25% | +16,312+4.0% | Added |
| Banco Santander, S.A. | 421,618 | $67.0M | 0.60% | +26,161+6.6% | Added |
| Employees Retirement System of Texas | 417,400 | $66.3M | 0.53% | −3,800−0.9% | Reduced |
| Mackenzie Financial Corp | 414,933 | $66.0M | 0.08% | −949−0.2% | Reduced |
| AMF Pensionsforsakring AB | 409,071 | $65.0M | 0.41% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 405,993 | $64.5M | 0.21% | −7,528−1.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 390,107 | $62.2M | 0.29% | −31,333−7.4% | Reduced |
| STRS Ohio | 384,955 | $61.2M | 0.22% | −23,308−5.7% | Reduced |
| Susquehanna International Group, LLP | 384,788 | $61.2M | 0.09% | +192,862+100.5% | Added |
| Todd Asset Management LLC | 379,130 | $60.3M | 1.22% | −3,533−0.9% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $58.7M | 2.73% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 367,386 | $58.4M | 0.16% | +367,386 | New |
| Rockefeller Capital Management L.P. | 365,268 | $58.1M | 0.11% | +33,336+10.0% | Added |
| Clearbridge Investments, LLC | 362,533 | $57.6M | 0.04% | −22,510−5.8% | Reduced |
| AQR Capital Management LLC | 358,793 | $57.0M | 0.04% | +160,052+80.5% | Added |
| Fiduciary Trust Co | 357,205 | $56.8M | 0.64% | −1,119−0.3% | Reduced |
| Pinebridge Investments, L.P. | 354,676 | $56.4M | 0.42% | +135,236+61.6% | Added |
| Arizona State Retirement System | 350,004 | $55.6M | 0.30% | −3,626−1.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 349,720 | $55.6M | 0.90% | −1270.0% | Reduced |
| Cetera Investment Advisers | 341,206 | $54.2M | 0.06% | +119,875+54.2% | Added |
| Teachers Retirement System of the State of Kentucky | 341,029 | $54.2M | 0.41% | 00.0% | Unchanged |
| Gradient Investments LLC | 337,071 | $53.6M | 0.89% | +5,873+1.8% | Added |
| Jane Street Group, LLC | 335,710 | $53.4M | 0.06% | +227,734+210.9% | Added |
| Ofi Invest Asset Management | 390,948 | $52.9M | 1.11% | −30,649−7.3% | Reduced |
| Factory Mutual Insurance Co | 329,050 | $52.3M | 0.51% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 328,958 | $52.3M | 0.14% | −138,889−29.7% | Reduced |
| State of Michigan Retirement System | 328,126 | $52.2M | 0.25% | −7,800−2.3% | Reduced |
| National Bank of Canada | 322,954 | $51.3M | 0.06% | −892,172−73.4% | Reduced |