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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 1,505 | $239.2K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,501 | $238.6K | 0.02% | −2,008−57.2% | Reduced |
| Kearns & Associates LLC | 1,500 | $238.4K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $238.0K | 0.02% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,497 | $238.0K | 0.07% | +1,497 | New |
| VisionPoint Advisory Group, LLC | 1,493 | $237.3K | 0.05% | −2,995−66.7% | Reduced |
| Meadowbrook Wealth Management, LLC | 1,492 | $237.2K | 0.25% | +1,492 | New |
| XML Financial, LLC | 1,490 | $236.8K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,444 | $236.8K | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,490 | $236.8K | 0.01% | +1,490 | New |
| PKS Advisory Services, LLC | 1,483 | $235.7K | 0.06% | +1,483 | New |
| Global Financial Private Client, LLC | 1,477 | $234.8K | 0.08% | +1,477 | New |
| XY Planning Network, Inc. | 1,659 | $233.7K | 0.08% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,469 | $233.5K | 0.11% | −125−7.8% | Reduced |
| BIP Wealth, LLC | 1,466 | $233.1K | 0.01% | +1,466 | New |
| Long Road Investment Counsel, LLC | 1,461 | $232.2K | 0.08% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,452 | $230.8K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,448 | $230.2K | 0.03% | +10+0.7% | Added |
| Wolverine Trading, LLC | 1,425 | $229.7K | 0.00% | +1,425 | New |
| Pinnacle Financial Group, LLC | 1,444 | $229.5K | 0.07% | +1,444 | New |
| BlueStem Wealth Partners, LLC | 1,438 | $228.6K | 0.03% | −553−27.8% | Reduced |
| Evolution Wealth Advisors, LLC | 1,437 | $228.4K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,435 | $228.1K | 0.05% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,426 | $226.7K | 0.07% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 1,422 | $226.0K | 0.00% | +1,422 | New |
| Green Harvest Asset Management LLC | 1,422 | $226.0K | 0.00% | +1,422 | New |
| ShoreHaven Wealth Partners, LLC | 1,420 | $225.9K | 0.08% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,419 | $225.5K | 0.01% | −60−4.1% | Reduced |
| Resources Management Corp | 1,415 | $225.0K | 0.03% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,415 | $224.9K | 0.06% | −1,004−41.5% | Reduced |
| GK Wealth Management LLC | 1,413 | $224.5K | 0.17% | +1,413 | New |
| Wells Trecaso Financial Group, LLC | 1,412 | $224.5K | 0.11% | +1,412 | New |
| Whalerock Point Partners, LLC | 1,410 | $224.1K | 0.05% | +1,410 | New |
| iA Global Asset Management Inc. | 1,410 | $224.0K | 0.00% | −1,555−52.4% | Reduced |
| Firethorn Wealth Partners, LLC | 1,404 | $223.3K | 0.09% | +1,404 | New |
| 626 Financial, LLC | 1,404 | $223.2K | 0.10% | +1,404 | New |
| Meridian Financial, LLC | 1,402 | $222.9K | 0.13% | +1,402 | New |
| Indiana Trust & Investment Management CO | 1,394 | $221.6K | 0.07% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,392 | $221.2K | 0.06% | −43−3.0% | Reduced |
| Powers Advisory Group, LLC | 1,387 | $220.6K | 0.09% | +1,387 | New |
| Commonwealth Financial Services, LLC | 1,387 | $220.5K | 0.04% | +1,387 | New |
| Traphagen Investment Advisors LLC | 1,387 | $220.4K | 0.02% | −78−5.3% | Reduced |
| WD Rutherford LLC | 1,385 | $220.2K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,385 | $220.2K | 0.01% | +1,385 | New |
| Goldstein Advisors, LLC | 1,384 | $220.0K | 0.03% | −259−15.8% | Reduced |
| Longview Financial Advisors LLC | 1,383 | $219.8K | 0.13% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 1,371 | $218.0K | 0.14% | −119−8.0% | Reduced |
| Leisure Capital Management | 1,370 | $217.8K | 0.07% | +1,370 | New |
| Pitti Group Wealth Management, LLC | 1,367 | $217.4K | 0.19% | +1,367 | New |
| Uhlmann Price Securities, LLC | 1,365 | $216.9K | 0.13% | +1,365 | New |
| Stiles Financial Services Inc | 1,358 | $215.8K | 0.07% | +1,358 | New |
| Silvant Capital Management LLC | 1,357 | $215.7K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,355 | $215.4K | 0.00% | +1,355 | New |
| Confluence Wealth Services, Inc. | 1,350 | $214.6K | 0.01% | −93−6.4% | Reduced |
| Axis Wealth Partners, LLC | 1,349 | $214.5K | 0.13% | +1,349 | New |
| LexAurum Advisors, LLC | 1,348 | $214.3K | 0.03% | +1,348 | New |
| Manchester Capital Management LLC | 1,346 | $214.0K | 0.03% | −2,218−62.2% | Reduced |
| Piscataqua Savings Bank | 1,345 | $213.8K | 0.17% | −200−12.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,314 | $213.7K | 0.16% | +1,314 | New |
| Shum Financial Group, Inc. | 1,344 | $213.6K | 0.16% | +1,344 | New |
| Private Advisory Group LLC | 1,341 | $213.2K | 0.02% | +1,341 | New |
| Saxon Interests, Inc. | 1,416 | $213.1K | 0.08% | +1,416 | New |
| National Philanthropic Trust | 1,339 | $212.8K | 0.00% | +1,339 | New |
| eCIO, Inc. | 1,338 | $212.7K | 0.08% | −89−6.2% | Reduced |
| World Equity Group, Inc. | 1,342 | $212.1K | 0.05% | +1,342 | New |
| Genesis Private Wealth, LLC | 1,334 | $212.1K | 0.09% | −641−32.5% | Reduced |
| Y.D. More Investments Ltd | 1,335 | $212.0K | 0.01% | −303−18.5% | Reduced |
| Thoroughbred Financial Services, LLC | 1,339 | $212.0K | 0.01% | +1,339 | New |
| Motive Wealth Advisors | 1,333 | $211.9K | 0.09% | +1,333 | New |
| MPS Loria Financial Planners, LLC | 1,332 | $211.8K | 0.06% | +1,332 | New |
| N.E.W. Advisory Services LLC | 1,330 | $211.4K | 0.02% | +2+0.2% | Added |
| Cinctive Capital Management LP | 1,327 | $210.9K | 0.01% | −108,779−98.8% | Reduced |
| Hall Capital Management Co Inc | 1,326 | $210.8K | 0.08% | +1,326 | New |
| Fire Capital Management LLC | 1,324 | $210.5K | 0.12% | +1,324 | New |
| Old Point Trust & Financial Services N A | 1,319 | $209.7K | 0.07% | +200+17.9% | Added |
| Crown Wealth Group, LLC | 1,319 | $209.7K | 0.06% | +1,319 | New |
| Dakota Community Bank & Trust NA | 1,317 | $209.3K | 0.83% | +268+25.5% | Added |
| Pointe Capital Management LLC | 1,317 | $209.3K | 0.10% | +1,317 | New |
| Howard Capital Management Group, LLC | 1,316 | $209.2K | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,314 | $209.0K | 0.01% | +1,314 | New |
| Summitry LLC | 1,306 | $207.6K | 0.01% | +1,306 | New |
| New World Advisors LLC | 1,304 | $207.3K | 0.04% | +1,304 | New |
| L.M. Kohn & Company | 1,300 | $206.6K | 0.25% | −1,238−48.8% | Reduced |
| Patten Group, Inc. | 1,296 | $206.0K | 0.04% | +1,296 | New |
| CRA Financial Services, LLC | 1,288 | $204.8K | 0.03% | +1,288 | New |
| Carter Financial Group, INC. | 1,284 | $204.1K | 0.12% | +1,284 | New |
| GPS Wealth Strategies Group, LLC | 1,284 | $204.0K | 0.02% | −57−4.3% | Reduced |
| Helium Advisors LLC | 1,282 | $203.7K | 0.17% | +1,282 | New |
| Lederer & Associates Investment Counsel | 1,275 | $203.0K | 0.13% | +1,275 | New |
| Syntegra Private Wealth Group, LLC | 1,276 | $202.9K | 0.02% | +1,276 | New |
| Aletheian Wealth Advisors LLC | 1,274 | $202.5K | 0.09% | +1,274 | New |
| Full Sail Capital, LLC | 1,273 | $202.4K | 0.01% | +1,273 | New |
| Regatta Capital Group, LLC | 1,271 | $202.0K | 0.03% | +1,271 | New |
| Cottage Street Advisors LLC | 1,269 | $201.7K | 0.09% | +1,269 | New |
| Redwood Wealth Management Group, LLC | 1,265 | $201.1K | 0.09% | +1,265 | New |
| Falcon Wealth Planning | 1,263 | $200.8K | 0.02% | +1,263 | New |
| Kera Capital Partners, Inc. | 1,259 | $200.1K | 0.03% | +1,259 | New |
| Smith, Moore & Co. | 1,259 | $200.1K | 0.02% | +1,259 | New |
| Sunbeam Capital Management, LLC | 1,258 | $200.0K | 0.12% | +1,258 | New |
| Alexis Investment Partners, LLC | 1,254 | $199.3K | 0.08% | +1,254 | New |