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
- 2,266
- +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
- 819 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 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 322,836 | $51.3M | 1.09% | +14,968+4.9% | Added |
| Janney Montgomery Scott LLC | 313,453 | $49.8M | 0.12% | −14,178−4.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 312,949 | $49.7M | 2.48% | −4,296−1.4% | Reduced |
| Groupama Asset Managment | 309,042 | $49.1M | 0.72% | +26,754+9.5% | Added |
| Czech National Bank | 308,132 | $49.0M | 0.34% | +6,175+2.0% | Added |
| Baird Financial Group, Inc. | 306,804 | $48.8M | 0.08% | −680−0.2% | Reduced |
| Point72 Asset Management, L.P. | 306,460 | $48.7M | 0.11% | +264,292+626.8% | Added |
| Fort Washington Investment Advisors Inc | 302,721 | $48.1M | 0.26% | −5,225−1.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 302,000 | $48.0M | 0.38% | −558,000−64.9% | Reduced |
| CIBC Private Wealth Group, LLC | 301,124 | $47.9M | 0.08% | +6,215+2.1% | Added |
| Comerica Bank | 300,424 | $47.8M | 0.18% | −42,494−12.4% | Reduced |
| GW&K Investment Management, LLC | 300,206 | $47.7M | 0.42% | −5,082−1.7% | Reduced |
| MetLife Investment Management | 299,995 | $47.7M | 0.23% | −13,377−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 299,568 | $47.6M | 2.00% | −17,574−5.5% | Reduced |
| ABN AMRO Bank N.V. | 296,764 | $47.5M | 0.47% | +252,435+569.5% | Added |
| DJE Kapital AG | 331,071 | $46.7M | 1.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 292,383 | $46.5M | 0.19% | −3,565−1.2% | Reduced |
| Chilton Capital Management LLC | 292,178 | $46.4M | 1.56% | −171,630−37.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,337 | $46.3M | 0.23% | −11,633−3.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 289,926 | $46.1M | 0.97% | +1,862+0.6% | Added |
| Oppenheimer Asset Management Inc. | 288,578 | $45.9M | 0.50% | −4,016−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 286,574 | $45.6M | 0.66% | +21,702+8.2% | Added |
| Bank of Nova Scotia | 285,327 | $45.4M | 0.08% | −324,955−53.2% | Reduced |
| Capital Fund Management S.A. | 279,238 | $44.4M | 0.44% | −105,518−27.4% | Reduced |
| Edgar Lomax Co | 278,510 | $44.3M | 3.47% | −81,165−22.6% | Reduced |
| Advisor Group Holdings, Inc. | 280,286 | $43.9M | 0.06% | +22,061+8.5% | Added |
| Agf Management Ltd | 274,270 | $43.6M | 0.19% | −111,606−28.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 273,173 | $43.4M | 0.26% | +23,633+9.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 268,413 | $42.7M | 0.17% | −7,058−2.6% | Reduced |
| Matrix Asset Advisors Inc | 268,428 | $42.7M | 3.96% | −1,087−0.4% | Reduced |
| Capital International Inc | 267,857 | $42.6M | 0.34% | +57,404+27.3% | Added |
| Achmea Investment Management B.V. | 265,884 | $42.3M | 0.53% | +99,736+60.0% | Added |
| Blue Chip Partners, Inc. | 262,989 | $41.8M | 3.13% | −5,870−2.2% | Reduced |
| Public Sector Pension Investment Board | 261,611 | $41.6M | 0.15% | +7,355+2.9% | Added |
| Moody Lynn & Lieberson, LLC | 261,572 | $41.6M | 2.24% | +8,696+3.4% | Added |
| Forsta Ap-Fonden | 259,563 | $41.3M | 0.24% | +1000.0% | Added |
| Bollard Group LLC | 259,424 | $41.2M | 1.02% | +13,541+5.5% | Added |
| Sequoia Financial Advisors, LLC | 259,311 | $41.2M | 0.25% | +59,093+29.5% | Added |
| Samlyn Capital, LLC | 254,572 | $40.5M | 0.57% | +254,572 | New |
| Cerity Partners LLC | 252,506 | $40.1M | 0.07% | +15,175+6.4% | Added |
| Lido Advisors, LLC | 252,369 | $40.1M | 0.16% | +93,859+59.2% | Added |
| Aptus Capital Advisors, LLC | 248,397 | $39.5M | 0.36% | +13,446+5.7% | Added |
| Erste Asset Management GmbH | 245,294 | $39.5M | 0.38% | −1,915−0.8% | Reduced |
| ProShare Advisors LLC | 243,924 | $38.8M | 0.08% | −30,743−11.2% | Reduced |
| Pacific Heights Asset Management LLC | 240,000 | $38.2M | 1.69% | +30,000+14.3% | Added |
| Keybank National Association | 239,714 | $38.1M | 0.13% | −2,172−0.9% | Reduced |
| IFM Investors Pty Ltd | 235,787 | $37.8M | 0.33% | −1,648−0.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 237,400 | $37.7M | 0.24% | +5,700+2.5% | Added |
| Colony Group, LLC | 236,798 | $37.6M | 0.06% | +3,915+1.7% | Added |
| LGT Capital Partners Ltd. | 232,949 | $37.0M | 1.80% | −94,018−28.8% | Reduced |
| Heritage Investors Management Corp | 231,675 | $36.8M | 1.10% | −14,440−5.9% | Reduced |
| SG Americas Securities, LLC | 230,512 | $36.6M | 0.13% | −116,661−33.6% | Reduced |
| Amalgamated Bank | 228,396 | $36.3M | 0.26% | −7,074−3.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 227,304 | $36.1M | 0.14% | −25,306−10.0% | Reduced |
| Boston Common Asset Management, LLC | 227,034 | $36.1M | 1.01% | +1,025+0.5% | Added |
| Empowered Funds, LLC | 226,442 | $36.0M | 0.36% | +84,143+59.1% | Added |
| Maple Capital Management, Inc. | 225,129 | $35.8M | 2.35% | −11,032−4.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 223,984 | $35.6M | 0.27% | −21,000−8.6% | Reduced |
| First Manhattan Co | 223,764 | $35.6M | 0.09% | +17,191+8.3% | Added |
| Peapack Gladstone Financial Corp | 222,236 | $35.3M | 0.46% | +24,365+12.3% | Added |
| Conning Inc. | 220,103 | $35.0M | 1.16% | −47,399−17.7% | Reduced |
| Crossmark Global Holdings, Inc. | 217,000 | $34.5M | 0.52% | +21,151+10.8% | Added |
| Chilton Investment Co LLC | 216,326 | $34.4M | 0.70% | +4,213+2.0% | Added |
| Perpetual Ltd | 215,631 | $34.3M | 0.43% | +210,301+3,945.6% | Added |
| Gabelli Funds LLC | 214,997 | $34.2M | 0.23% | −4,440−2.0% | Reduced |
| Varma Mutual Pension Insurance Co | 213,512 | $33.9M | 0.22% | +38,400+21.9% | Added |
| Fukoku Mutual Life Insurance Co | 209,554 | $33.3M | 2.06% | 00.0% | Unchanged |
| Credit Agricole S A | 208,122 | $33.1M | 0.11% | +208,122 | New |
| ExodusPoint Capital Management, LP | 208,080 | $33.1M | 0.46% | −10,200−4.7% | Reduced |
| QRG Capital Management, Inc. | 208,011 | $33.1M | 0.40% | −72,116−25.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 207,170 | $32.9M | 0.10% | +38,718+23.0% | Added |
| Azora Capital LP | 205,630 | $32.7M | 1.51% | +205,630 | New |
| TD Waterhouse Canada Inc. | 208,121 | $32.7M | 0.21% | −8,918−4.1% | Reduced |
| Camden Capital, LLC | 203,804 | $32.4M | 2.23% | +543+0.3% | Added |
| USS Investment Management Ltd | 203,469 | $32.3M | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 199,780 | $31.8M | 0.12% | +47,719+31.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $31.5M | 4.58% | +589+0.3% | Added |
| LVM Capital Management Ltd | 197,116 | $31.3M | 3.01% | +1,750+0.9% | Added |
| Hallmark Capital Management Inc | 195,498 | $31.1M | 2.05% | −2,898−1.5% | Reduced |
| Bailard, Inc. | 195,419 | $31.1M | 0.67% | −18,411−8.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 194,533 | $30.9M | 0.27% | +3,200+1.7% | Added |
| Daiwa Securities Group Inc. | 192,753 | $30.6M | 0.10% | +5,733+3.1% | Added |
| Scotia Capital Inc. | 192,320 | $30.6M | 0.13% | −8,441−4.2% | Reduced |
| Hosking Partners LLP | 192,026 | $30.5M | 1.10% | +900.0% | Added |
| Payden & Rygel | 190,500 | $30.3M | 2.55% | −200−0.1% | Reduced |
| Jupiter Asset Management Ltd | 190,438 | $30.3M | 0.26% | +99,328+109.0% | Added |
| Mercer Global Advisors Inc | 190,372 | $30.3M | 0.05% | +11,349+6.3% | Added |
| Utah Retirement Systems | 190,224 | $30.2M | 0.29% | +966+0.5% | Added |
| JustInvest LLC | 186,334 | $29.6M | 0.30% | +1,898+1.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 186,106 | $29.6M | 0.24% | +10,577+6.0% | Added |
| Ethic Inc. | 185,617 | $29.5M | 0.49% | +1,235+0.7% | Added |
| CIBC Asset Management Inc | 184,700 | $29.4M | 0.09% | −10,261−5.3% | Reduced |
| Harvest Portfolios Group Inc. | 183,902 | $29.2M | 0.54% | −20,112−9.9% | Reduced |
| Twin Tree Management, LP | 182,146 | $29.0M | 1.35% | +72,397+66.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 181,954 | $28.9M | 0.31% | +262+0.1% | Added |
| Diamond Hill Capital Management Inc | 181,422 | $28.8M | 0.14% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 181,400 | $28.8M | 1.04% | +82,814+84.0% | Added |
| Pathstone Holdings, LLC | 180,295 | $28.7M | 0.11% | +269+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 183,670 | $28.6M | 0.68% | +1,100+0.6% | Added |
| Natixis | 179,352 | $28.5M | 0.15% | +179,352 | New |