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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
Exane Asset Management0$00.00%−3,291−100.0%Sold out
HBW Advisory Services LLC0$00.00%−3,801−100.0%Sold out
Inspirion Wealth Advisors, LLC0$00.00%−3,738−100.0%Sold out
Twinbeech Capital LP0$00.00%−3,657−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−3,376−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,307−100.0%Sold out
Manchester Financial Inc0$00.00%−3,043−100.0%Sold out
Financial Advocates Investment Management0$00.00%−2,992−100.0%Sold out
Berry Wealth Group, LP0$00.00%−2,901−100.0%Sold out
Vicus Capital0$00.00%−2,875−100.0%Sold out
Laffer Tengler Investments0$00.00%−2,807−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−2,741−100.0%Sold out
Lion Street Advisors, LLC0$00.00%−2,698−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−2,582−100.0%Sold out
Rational Advisors LLC0$00.00%−2,547−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−2,469−100.0%Sold out
TFB Advisors LLC0$00.00%−2,280−100.0%Sold out
Boyd Wealth Management, LLC0$00.00%−2,267−100.0%Sold out
US Asset Management LLC0$00.00%−2,226−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−2,184−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,086−100.0%Sold out
Good Steward Wealth Advisors,LLC0$00.00%−2,016−100.0%Sold out
Master's Wealth Management Inc.0$00.00%−2,006−100.0%Sold out
Three Bridge Wealth Advisors, LLC0$00.00%−1,827−100.0%Sold out
ASB Consultores, LLC0$00.00%−1,821−100.0%Sold out
Lantz Financial LLC0$00.00%−1,800−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−1,791−100.0%Sold out
Allium Financial Advisors, LLC0$00.00%−1,666−100.0%Sold out
Oak Thistle LLC0$00.00%−1,654−100.0%Sold out
MWA Asset Management0$00.00%−1,591−100.0%Sold out
Yardley Wealth Management LLC0$00.00%−1,576−100.0%Sold out
Verum Partners LLC0$00.00%−1,569−100.0%Sold out
Private Capital Advisors, Inc.0$00.00%−1,500−100.0%Sold out
Antonelli Financial Advisors, LLC0$00.00%−1,500−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−1,088−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1,034−100.0%Sold out
Credit Industriel Et Commercial0$00.00%−1,002−100.0%Sold out
NewSquare Capital LLC0$00.00%−958−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−870−100.0%Sold out
Cooksen Wealth, LLC0$00.00%−865−100.0%Sold out
Sierra Ocean, LLC0$00.00%−740−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−613−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−600−100.0%Sold out
Curio Wealth, LLC0$00.00%−527−100.0%Sold out
Garde Capital, Inc.0$00.00%−511−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−564−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−419−100.0%Sold out
Olistico Wealth, LLC0$00.00%−354−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−300−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−273−100.0%Sold out
Wood Tarver Financial Group, LLC0$00.00%−275−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−244−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−232−100.0%Sold out
Transce3nd, LLC0$00.00%−214−100.0%Sold out
Sumitomo Mitsui Financial Group, Inc.0$00.00%−200−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−145−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−139−100.0%Sold out
Traub Capital Management LLC0$00.00%−103−100.0%Sold out
Putney Financial Group LLC0$00.00%−90−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−87−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−94−100.0%Sold out
Total Investment Management Inc0$00.00%−64−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−61−100.0%Sold out
SWAN Capital LLC0$00.00%−49−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−43−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−35−100.0%Sold out
Kings Path Partners LLC0$00.00%−22−100.0%Sold out
Horizons Wealth Management0$00.00%−17−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−15−100.0%Sold out
Puff Wealth Management, LLC0$00.00%−13−100.0%Sold out
Headlands Technologies LLC0$00.00%−11−100.0%Sold out
Redwood Park Advisors LLC0$00.00%−3−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH––––Not filed
Grassi Investment Management––––Not filed
Avantax Advisory Services, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Talon Private Wealth, LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
North Dallas Bank & Trust Co––––Not filed
First Horizon Advisors, Inc.––––Not filed
Scott Marsh Financial, LLC––––Not filed
Graypoint LLC––––Not filed
Good Life Advisors, LLC––––Not filed
Hamilton Capital, LLC––––Not filed
Breed's Hill Capital LLC––––Not filed
Forte Capital LLC––––Not filed
Northeast Financial Consultants Inc––––Not filed
E Fund Management Co., Ltd.––––Not filed
NBW Capital LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Bingham Private Wealth, LLC––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Union Savings Bank––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Centricity Wealth Management, LLC––––Not filed
Moser Wealth Advisors, LLC––––Not filed