Skip to main content

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
University of Illinois Foundation75$12.0K0.00%+75New
Essential Partners LLC73$11.6K0.00%+40+121.2%Added
First Community Trust NA73$11.6K0.01%00.0%Unchanged
Creative Capital Management Investments LLC72$11.4K0.00%00.0%Unchanged
Arcadia Investment Management Corp70$11.1K0.00%00.0%Unchanged
FWL Investment Management, LLC69$11.0K0.00%00.0%Unchanged
Nemes Rush Group LLC67$10.7K0.00%+36+116.1%Added
Cape Investment Advisory, Inc.66$10.5K0.01%+39+144.4%Added
Financial Consulate, Inc65$10.3K0.00%+65New
Wealth Watch Advisors, INC65$10.3K0.00%+65New
Anfield Capital Management, LLC62$9.86K0.00%00.0%Unchanged
Front Row Advisors LLC60$9.54K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC58$9.22K0.00%00.0%Unchanged
Your Advocates Ltd., LLP56$8.90K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC55$8.74K0.00%+11+25.0%Added
Holos Integrated Wealth LLC56$8.50K0.01%00.0%Unchanged
Horizon Financial Services, LLC53$8.43K0.00%+53New
Investment Research & Advisory Group, Inc.18$8.27K0.00%00.0%Unchanged
Financial Perspectives, Inc51$8.16K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$8.11K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co50$7.95K0.00%+50New
Strategic Advocates LLC50$7.90K0.00%+50New
Colonial Trust Advisors46$7.31K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$7.15K0.00%+45New
JNBA Financial Advisors44$7.00K0.00%00.0%Unchanged
Winnow Wealth LLC43$6.84K0.01%−427−90.9%Reduced
Caitlin John, LLC43$6.83K0.00%+43New
Global Wealth Strategies & Associates41$6.58K0.00%+8+24.2%Added
JDM Financial Group LLC38$6.04K0.00%+38New
Evermay Wealth Management LLC37$5.88K0.00%00.0%Unchanged
Costello Asset Management, INC36$5.72K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC34$5.41K0.00%−260−88.4%Reduced
Breakwater Investment Management34$5.41K0.00%+34New
GoalVest Advisory LLC31$4.93K0.00%−1−3.1%Reduced
Rialto Wealth Management, LLC30$4.77K0.00%+4+15.4%Added
Quaker Wealth Management, LLC29$4.61K0.00%−43−59.7%Reduced
S&T Bank29$4.61K0.00%00.0%Unchanged
WestEnd Advisors, LLC28$4.45K0.00%+1+3.7%Added
PayPay Securities Corp28$4.40K0.16%+1+3.7%Added
Bare Financial Services, Inc27$4.29K0.00%−185−87.3%Reduced
McIlrath & Eck, LLC26$4.13K0.00%−9−25.7%Reduced
Acima Private Wealth, LLC26$4.13K0.00%00.0%Unchanged
Gen-Wealth Partners Inc25$3.97K0.00%−695−96.5%Reduced
Hilltop National Bank25$3.97K0.00%00.0%Unchanged
PFS Partners, LLC23$3.66K0.00%+23New
HFM Investment Advisors, LLC20$3.18K0.00%+1+5.3%Added
O'Brien Wealth Partners LLC19$3.02K0.00%+19New
Coston, McIsaac & Partners21$3.00K0.00%+21New
Perritt Capital Management Inc14$2.23K0.00%00.0%Unchanged
Clean Yield Group14$2.23K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$2.23K0.00%00.0%Unchanged
TD Capital Management LLC13$2.11K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.13$2.04K0.00%+13New
DecisionPoint Financial, LLC12$1.88K0.00%00.0%Unchanged
Chelsea Counsel Co10$1.59K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC9$1.44K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$1.29K0.00%+8New
E Fund Management (Hong Kong) Co., Ltd.8$1.27K0.00%+8New
Centerpoint Advisors, LLC7$1.00K0.00%00.0%Unchanged
CGC Financial Services, LLC5$7950.00%00.0%Unchanged
Sellwood Investment Partners LLC5$7950.00%+5New
Legacy Wealth Managment, LLC4$6360.00%00.0%Unchanged
Evolution Wealth Management Inc.3$4770.00%+3New
ROSS\JOHNSON & Associates LLC1$1590.00%00.0%Unchanged
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC0$00.00%−395,039−100.0%Sold out
Prana Capital Management, LP0$00.00%−327,342−100.0%Sold out
Freestone Grove Partners LP0$00.00%−215,430−100.0%Sold out
Magellan Asset Management Ltd0$00.00%−164,869−100.0%Sold out
Orbis Allan Gray Ltd0$00.00%−115,346−100.0%Sold out
Optiver Holding B.V.0$00.00%−104,456−100.0%Sold out
FJ Capital Management LLC0$00.00%−57,696−100.0%Sold out
Beacon Harbor Wealth Advisors, Inc.0$00.00%−52,972−100.0%Sold out
UBS Oconnor LLC0$00.00%−50,000−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−47,000−100.0%Sold out
Andra AP-fonden0$00.00%−42,311−100.0%Sold out
Winton Group Ltd0$00.00%−35,750−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−32,672−100.0%Sold out
Abc Arbitrage SA0$00.00%−32,046−100.0%Sold out
Centiva Capital, LP0$00.00%−26,450−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−23,580−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−18,267−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−16,962−100.0%Sold out
Absolute Gestao de Investimentos Ltda.0$00.00%−12,900−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,400−100.0%Sold out
Group One Trading, L.P.0$00.00%−10,742−100.0%Sold out
Neo Ivy Capital Management0$00.00%−10,430−100.0%Sold out
Greenhaven Associates IncSuperinvestorGreenhaven Associates0$00.00%−10,000−100.0%Sold out
Constant Guidance Financial LLC0$00.00%−9,780−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−9,129−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−8,380−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−8,074−100.0%Sold out
Patton Albertson Miller Group, LLC0$00.00%−8,011−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−7,179−100.0%Sold out
Atom Investors LP0$00.00%−6,234−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−5,931−100.0%Sold out
ICONIQ Capital, LLC0$00.00%−5,596−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−5,297−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−4,389−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,380−100.0%Sold out