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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 1,228 | $195.2K | 0.01% | +150+13.9% | Added |
| Robinswood Financial LLC | 1,203 | $191.2K | 0.06% | 00.0% | Unchanged |
| AXS Investments LLC | 1,200 | $190.8K | 0.06% | +1,200 | New |
| Sherman Asset Management, Inc. | 1,162 | $184.7K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 1,157 | $183.9K | 0.02% | −311−21.2% | Reduced |
| Paladin Advisory Group, LLC | 1,156 | $183.8K | 0.14% | 00.0% | Unchanged |
| General Partner, Inc. | 1,107 | $176.0K | 0.10% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,083 | $172.2K | 0.11% | 00.0% | Unchanged |
| TSFG, LLC | 1,066 | $169.0K | 0.03% | +2+0.2% | Added |
| Alpine Bank Wealth Management | 1,050 | $166.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,045 | $166.1K | 0.01% | +71+7.3% | Added |
| Creekmur Asset Management LLC | 1,025 | $162.9K | 0.03% | −2−0.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,013 | $161.3K | 0.05% | −65−6.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,010 | $160.6K | 0.02% | +1,010 | New |
| Monetary Management Group Inc | 1,000 | $159.0K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $159.0K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $159.0K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $159.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 996 | $158.3K | 0.03% | +2+0.2% | Added |
| Bogart Wealth, LLC | 981 | $155.9K | 0.01% | +26+2.7% | Added |
| MV Capital Management, Inc. | 971 | $154.4K | 0.01% | +50+5.4% | Added |
| Cedar Mountain Advisors, LLC | 967 | $153.7K | 0.03% | +113+13.2% | Added |
| Caldwell Sutter Capital, Inc. | 955 | $151.8K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 945 | $150.0K | 0.04% | +9+1.0% | Added |
| Gleason Group, Inc. | 938 | $149.1K | 0.01% | +6+0.6% | Added |
| Richardson Financial Services Inc. | 911 | $144.8K | 0.09% | +244+36.6% | Added |
| Wellington Shields & Co., LLC | 911 | $144.8K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 899 | $143.0K | 0.10% | +899 | New |
| Thompson Investment Management, Inc. | 886 | $140.8K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 884 | $140.5K | 0.12% | 00.0% | Unchanged |
| GGM Financials LLC | 880 | $139.9K | 0.07% | +880 | New |
| Kozak & Associates, Inc. | 875 | $139.5K | 0.03% | +152+21.0% | Added |
| Hanson & Doremus Investment Management | 877 | $139.0K | 0.02% | +66+8.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 857 | $136.1K | 0.09% | −87−9.2% | Reduced |
| Covestor Ltd | 827 | $132.0K | 0.07% | −260−23.9% | Reduced |
| Rocky Mountain Advisers, LLC | 810 | $128.8K | 0.04% | +4+0.5% | Added |
| HHM Wealth Advisors, LLC | 807 | $128.3K | 0.01% | +20+2.5% | Added |
| Optimum Investment Advisors | 800 | $127.2K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 800 | $127.2K | 0.11% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 790 | $125.5K | 0.04% | +4+0.5% | Added |
| Cranbrook Wealth Management, LLC | 780 | $124.0K | 0.02% | −92−10.6% | Reduced |
| Raleigh Capital Management Inc. | 773 | $122.9K | 0.05% | −4,810−86.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 759 | $120.7K | 0.01% | +688+969.0% | Added |
| Trust Co | 755 | $120.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 738 | $117.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 732 | $116.4K | 0.03% | −17−2.3% | Reduced |
| Ameliora Wealth Management Ltd. | 724 | $115.1K | 0.04% | −68−8.6% | Reduced |
| 1248 Management, LLC | 714 | $113.5K | 0.06% | +1+0.1% | Added |
| Wall Street Access Asset Management, LLC | 712 | $113.2K | 0.03% | +712 | New |
| Nalls Sherbakoff Group, LLC | 702 | $111.6K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 694 | $110.4K | 0.01% | −68−8.9% | Reduced |
| First United Bank Trust | 682 | $108.4K | 0.04% | +114+20.1% | Added |
| DAGCO, Inc. | 677 | $107.6K | 0.03% | +4+0.6% | Added |
| Hager Investment Management Services, LLC | 671 | $106.7K | 0.06% | +10+1.5% | Added |
| DiNuzzo Private Wealth, Inc. | 703 | $105.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 665 | $105.7K | 0.04% | −260−28.1% | Reduced |
| Bell Investment Advisors, Inc | 659 | $104.8K | 0.02% | −15−2.2% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $103.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 650 | $103.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 647 | $102.8K | 0.01% | +190+41.6% | Added |
| Murphy & Mullick Capital Management Corp | 625 | $100.4K | 0.07% | +1+0.2% | Added |
| United Financial Planning Group LLC | 588 | $93.5K | 0.06% | +588 | New |
| Horrell Capital Management, Inc. | 583 | $92.7K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $91.4K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 568 | $90.3K | 0.01% | +263+86.2% | Added |
| BFSG, LLC | 560 | $89.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 531 | $84.4K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 518 | $82.3K | 0.01% | +35+7.2% | Added |
| ORG Partners LLC | 517 | $82.2K | 0.01% | +100+24.0% | Added |
| Activest Wealth Management | 515 | $81.9K | 0.02% | +23+4.7% | Added |
| Tradewinds Capital Management, LLC | 515 | $81.9K | 0.02% | +515 | New |
| WPG Advisers, LLC | 515 | $81.9K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 514 | $81.0K | 0.01% | +39+8.2% | Added |
| Aviso Financial Inc. | 500 | $79.5K | 0.00% | −20−3.8% | Reduced |
| Pineridge Advisors LLC | 500 | $79.5K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $79.5K | 0.04% | +500 | New |
| Beutel, Goodman & Co Ltd. | 500 | $79.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 493 | $78.4K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 493 | $77.1K | 0.00% | −887−64.3% | Reduced |
| Tobam | 484 | $77.0K | 0.03% | +176+57.1% | Added |
| Grey Fox Wealth Advisors, LLC | 479 | $76.2K | 0.02% | +479 | New |
| Accordant Advisory Group Inc | 470 | $74.7K | 0.05% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 452 | $71.9K | 0.03% | +1+0.2% | Added |
| CBIZ Investment Advisory Services, LLC | 447 | $71.1K | 0.00% | −91−16.9% | Reduced |
| Provenance Wealth Advisors, LLC | 443 | $70.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 433 | $68.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 430 | $68.4K | 0.02% | +125+41.0% | Added |
| VSM Wealth Advisory, LLC | 428 | $68.1K | 0.02% | +1+0.2% | Added |
| Cornerstone Planning Group LLC | 400 | $66.1K | 0.01% | +196+96.1% | Added |
| Twin Lakes Capital Management, LLC | 408 | $64.9K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 406 | $64.6K | 0.01% | +21+5.5% | Added |
| North Capital, Inc. | 406 | $64.5K | 0.05% | +41+11.2% | Added |
| Boreal Capital Management LLC | 404 | $64.2K | 0.05% | −100−19.8% | Reduced |
| IMA Wealth, Inc. | 398 | $63.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 397 | $63.1K | 0.02% | −274−40.8% | Reduced |
| Flagship Wealth Advisors, LLC | 396 | $62.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 383 | $60.9K | 0.07% | +27+7.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $59.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 373 | $59.3K | 0.01% | +13+3.6% | Added |
| Roxbury Financial LLC | 373 | $59.3K | 0.05% | +3+0.8% | Added |