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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.

Institutional holdersQ3 2025: 2,265 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ3 2025: $211.9B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2025.

Institutions holding MS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC372$59.1K0.00%−54−12.7%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.367$58.3K0.12%−2,447−87.0%Reduced
Essex Investment Management Co LLC363$57.7K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC358$56.9K0.00%+12+3.5%Added
Newbridge Financial Services Group, Inc.353$56.2K0.01%+250+242.7%Added
Westfuller Advisors, LLC351$55.8K0.03%+351New
DHJJ Financial Advisors, Ltd.338$53.8K0.02%00.0%Unchanged
Dogwood Wealth Management LLC314$49.9K0.02%+52+19.8%Added
Guerra Advisors Inc313$49.8K0.02%+313New
Harel Insurance Investments & Financial Services Ltd.311$49.0K0.00%−1,800−85.3%Reduced
Access Investment Management LLC303$48.2K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.300$47.7K0.02%00.0%Unchanged
Miller Wealth Advisors, LLC285$45.3K0.02%00.0%Unchanged
Byrne Asset Management LLC284$45.1K0.03%00.0%Unchanged
Team Financial Group, LLC276$43.9K0.02%00.0%Unchanged
True Wealth Design, LLC276$43.9K0.01%+98+55.1%Added
Crowley Wealth Management, Inc.273$43.4K0.03%00.0%Unchanged
Park Square Financial Group, LLC268$42.6K0.18%−104−28.0%Reduced
Bank & Trust Co265$42.1K0.03%00.0%Unchanged
Hopwood Financial Services, Inc.264$42.0K0.03%00.0%Unchanged
Howard Hughes Medical Institute261$41.5K0.02%−6−2.2%Reduced
Highline Wealth Partners LLC260$41.4K0.01%+69+36.1%Added
Davis Capital Management260$41.3K0.03%+260New
Medallion Wealth Advisors, LLC257$41.0K0.01%−28−9.8%Reduced
Eukles Asset Management257$40.9K0.02%−169−39.7%Reduced
Hartford Financial Management Inc.252$40.1K0.01%−554−68.7%Reduced
Cloud Capital Management, LLC252$40.0K0.02%+252New
Meeder Asset Management Inc249$39.6K0.00%−500−66.8%Reduced
RMG Wealth Management LLC248$39.3K0.01%00.0%Unchanged
SJS Investment Consulting Inc.246$39.1K0.01%+212+623.5%Added
First PREMIER Bank245$39.0K0.01%+89+57.1%Added
Aspect Partners, LLC240$38.2K0.02%−51−17.5%Reduced
Ameriflex Group, Inc.240$38.1K0.01%+165+220.0%Added
Abound Wealth Management240$38.1K0.01%−12−4.8%Reduced
Main Street Group, LTD239$38.0K0.01%00.0%Unchanged
Painted Porch Advisors LLC231$36.7K0.01%−44−16.0%Reduced
Compass Financial Services Inc231$36.6K0.02%+2+0.9%Added
Banque Transatlantique SA230$36.5K0.00%00.0%Unchanged
Kilter Group LLC223$35.4K0.02%+52+30.4%Added
IAG Wealth Partners, LLC219$34.8K0.00%00.0%Unchanged
Strive Asset Management, LLC216$34.3K0.02%+216New
Avion Wealth219$34.0K0.01%+20+10.1%Added
Family Legacy Financial Solutions, LLC213$33.8K0.03%+102+91.9%Added
Farmers & Merchants Trust Co of Chambersburg PA210$33.0K0.01%00.0%Unchanged
WFA of San Diego, LLC200$31.8K0.02%00.0%Unchanged
Accredited Wealth Management, LLC30$30.5K0.02%−162−84.4%Reduced
Kathleen S. Wright Associates Inc.192$30.5K0.01%00.0%Unchanged
Archer Investment Corp192$30.5K0.01%+1+0.5%Added
Evelyn Partners Investment Management Services Ltd185$29.4K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.185$29.4K0.01%+73+65.2%Added
Broadwater Capital Management LLC183$29.1K0.02%−25,594−99.3%Reduced
Princeton Global Asset Management LLC179$28.5K0.00%00.0%Unchanged
Private Wealth Management Group, LLC178$28.3K0.01%00.0%Unchanged
Noble Wealth Management PBC176$28.0K0.01%+176New
Dunhill Financial, LLC176$27.9K0.01%+1+0.6%Added
Red Tortoise LLC175$27.9K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.166$26.5K0.02%−5−2.9%Reduced
Arlington Trust Co LLC148$23.5K0.00%00.0%Unchanged
Westside Investment Management, Inc.146$22.9K0.00%+78+114.7%Added
Redmont Wealth Advisors LLC142$22.6K0.03%00.0%Unchanged
10Elms LLP137$21.8K0.02%−6−4.2%Reduced
Silicon Valley Capital Partners137$21.8K0.00%+69+101.5%Added
Stephens Consulting, LLC125$19.9K0.01%−56−30.9%Reduced
Heartwood Wealth Advisors LLC125$19.9K0.00%+125New
Vision Financial Markets LLC124$19.7K0.02%00.0%Unchanged
Kentucky Trust Co119$18.9K0.01%00.0%Unchanged
Rossby Financial, LCC120$18.8K0.01%−7−5.5%Reduced
Marquette Asset Management, LLC118$18.8K0.00%+118New
High Note Wealth, LLC117$18.6K0.00%+4+3.5%Added
LGT Financial Advisors LLC116$18.4K0.04%00.0%Unchanged
Valued Wealth Advisors LLC113$18.0K0.01%+4+3.7%Added
Frazier Financial Advisors, LLC112$17.8K0.01%+3+2.8%Added
First Pacific Financial111$17.6K0.00%00.0%Unchanged
Seneschal Advisors, LLC111$17.6K0.01%+111New
Abich Financial Wealth Management LLC107$17.0K0.01%+107New
Raffa Wealth Management, LLC104$16.5K0.00%+15+16.9%Added
Gables Capital Management Inc.103$16.4K0.01%00.0%Unchanged
Estabrook Capital Management100$15.9K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$15.9K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$15.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$15.9K0.01%+100New
Morton Brown Family Wealth, LLC98$15.6K0.00%−37−27.4%Reduced
Mark Sheptoff Financial Planning, LLC96$15.3K0.01%−43−30.9%Reduced
Birchbrook, Inc.95$15.1K0.01%+1+1.1%Added
Hughes Financial Services, LLC89$14.7K0.00%00.0%Unchanged
IMG Wealth Management, Inc.92$14.6K0.01%00.0%Unchanged
Darwin Advisors, LLC91$14.5K0.00%+1+1.1%Added
Contravisory Investment Management, Inc.90$14.3K0.00%+63+233.3%Added
Sofos Investments, Inc.87$13.9K0.00%+87New
American Capital Advisory, LLC87$13.8K0.01%−1−1.1%Reduced
Atwood & Palmer Inc85$13.5K0.00%00.0%Unchanged
ZRC Wealth Management, LLC85$13.5K0.00%+85New
Westend Capital Management, LLC84$13.4K0.00%+37+78.7%Added
Mma Asset Management LLC81$12.9K0.00%+81New
Pacifica Partners Inc.82$12.9K0.00%+82New
Cherry Tree Wealth Management, LLC78$12.4K0.00%00.0%Unchanged
Tidemark, LLC77$12.3K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC77$12.2K0.01%+6+8.5%Added
Stone House Investment Management, LLC76$12.1K0.00%+6+8.6%Added
Country Trust Bank76$12.1K0.00%+76New