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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 178,998 | $28.5M | 0.21% | +30,765+20.8% | Added |
| Vontobel Holding Ltd. | 178,423 | $28.4M | 0.09% | −135,153−43.1% | Reduced |
| New York Life Investment Management LLC | 176,957 | $28.1M | 0.25% | −7,790−4.2% | Reduced |
| Picton Mahoney Asset Management | 175,441 | $27.9M | 0.36% | −187−0.1% | Reduced |
| British Columbia Investment Management Corp | 172,560 | $27.4M | 0.16% | −18,021−9.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,114 | $27.4M | 0.22% | +382+0.2% | Added |
| Lazard Asset Management LLC | 171,557 | $27.3M | 0.04% | +27,980+19.5% | Added |
| Fred Alger Management, LLC | 170,684 | $27.1M | 0.11% | −5,639−3.2% | Reduced |
| Vestor Capital, LLC | 170,623 | $27.1M | 1.74% | +169,238+12,219.4% | Added |
| Xponance, Inc. | 170,124 | $27.0M | 0.21% | −8,810−4.9% | Reduced |
| Tredje AP-fonden | 167,762 | $26.7M | 0.21% | +167,762 | New |
| Interval Partners, LP | 166,986 | $26.5M | 0.57% | +97,038+138.7% | Added |
| CIBC Bancorp USA Inc. | 166,854 | $26.5M | 0.16% | +166,854 | New |
| Umb Bank N A | 166,345 | $26.4M | 0.39% | −6,709−3.9% | Reduced |
| Brown Advisory Inc | 166,119 | $26.4M | 0.03% | +1,188+0.7% | Added |
| SCS Capital Management LLC | 165,004 | $26.2M | 0.29% | −1,442−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 164,861 | $26.2M | 0.77% | +164,861 | New |
| Sanctuary Advisors, LLC | 163,573 | $26.0M | 0.15% | +5,875+3.7% | Added |
| Abner Herrman & Brock LLC | 163,509 | $26.0M | 2.68% | +83+0.1% | Added |
| Midwest Trust Co | 162,699 | $25.9M | 0.34% | +25,217+18.3% | Added |
| TCG Advisory Services, LLC | 162,571 | $25.8M | 0.95% | −19,748−10.8% | Reduced |
| MAI Capital Management | 161,946 | $25.7M | 0.16% | −688−0.4% | Reduced |
| Assetmark, Inc | 161,249 | $25.6M | 0.05% | −8,157−4.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 161,430 | $25.6M | 0.20% | −9,914−5.8% | Reduced |
| Woodline Partners LP | 160,338 | $25.5M | 0.12% | +26,718+20.0% | Added |
| Captrust Financial Advisors | 160,232 | $25.5M | 0.05% | −8,198−4.9% | Reduced |
| Copeland Capital Management, LLC | 159,764 | $25.4M | 0.53% | −7,767−4.6% | Reduced |
| Pittenger & Anderson Inc | 159,295 | $25.3M | 0.93% | −520.0% | Reduced |
| Wealthfront Advisers LLC | 157,575 | $25.0M | 0.06% | +5,876+3.9% | Added |
| ASR Vermogensbeheer N.V. | 157,342 | $25.0M | 0.30% | −854−0.5% | Reduced |
| Yousif Capital Management, LLC | 155,781 | $24.8M | 0.26% | −11,119−6.7% | Reduced |
| Kestra Private Wealth Services, LLC | 154,792 | $24.6M | 0.32% | +8,689+5.9% | Added |
| GWM Advisors LLC | 154,394 | $24.5M | 0.11% | +4,410+2.9% | Added |
| Argent Trust Co | 154,248 | $24.5M | 0.87% | +14,943+10.7% | Added |
| Bridger Management, LLC | 153,693 | $24.4M | 13.16% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 153,143 | $24.3M | 0.18% | +50,181+48.7% | Added |
| Appleton Partners Inc | 152,933 | $24.3M | 1.63% | −1,973−1.3% | Reduced |
| Blair William & Co | 152,618 | $24.3M | 0.06% | −1,045−0.7% | Reduced |
| Mutual of America Capital Management LLC | 152,129 | $24.2M | 0.25% | −10,744−6.6% | Reduced |
| Wesbanco Bank Inc | 149,756 | $23.8M | 0.66% | −8,751−5.5% | Reduced |
| Nissay Asset Management Corp | 149,496 | $23.8M | 0.13% | +214+0.1% | Added |
| Tiaa Trust, National Association | 147,251 | $23.4M | 0.06% | +1,457+1.0% | Added |
| NFJ Investment Group, LLC | 144,003 | $22.9M | 0.79% | −20,566−12.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 143,779 | $22.9M | 0.57% | +28,922+25.2% | Added |
| Glenmede Investment Management, LP | 143,625 | $22.8M | 0.11% | −1,530−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 142,835 | $22.7M | 0.06% | −18,259−11.3% | Reduced |
| Telos Capital Management, Inc. | 141,233 | $22.5M | 2.15% | −2,139−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 140,876 | $22.4M | 0.04% | −17,332−11.0% | Reduced |
| Oregon Public Employees Retirement Fund | 138,741 | $22.1M | 0.29% | +31,906+29.9% | Added |
| Ieq Capital, LLC | 137,427 | $21.8M | 0.07% | +63,795+86.6% | Added |
| Connors Investor Services Inc | 135,766 | $21.6M | 1.84% | −36,671−21.3% | Reduced |
| FineMark National Bank & Trust | 134,715 | $21.4M | 0.70% | −4,014−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 135,585 | $21.3M | 0.03% | +17,469+14.8% | Added |
| OP Asset Management Ltd | 132,196 | $21.0M | 0.28% | +2,361+1.8% | Added |
| Nexus Investment Management ULC | 132,027 | $21.0M | 2.98% | −9,674−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 131,667 | $20.9M | 0.01% | +915+0.7% | Added |
| State of Alaska, Department of Revenue | 130,562 | $20.8M | 0.21% | −8,262−6.0% | Reduced |
| RMB Capital Management, LLC | 129,806 | $20.6M | 0.38% | −25,803−16.6% | Reduced |
| Oak Harvest Investment Services | 128,216 | $20.4M | 2.38% | −2,794−2.1% | Reduced |
| CWM, LLC | 127,727 | $20.3M | 0.06% | +9,199+7.8% | Added |
| Capital Analysts, LLC | 126,721 | $20.1M | 0.59% | +2,918+2.4% | Added |
| ARS Investment Partners, LLC | 126,075 | $20.0M | 1.32% | −4,435−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 125,314 | $19.9M | 0.08% | +8,848+7.6% | Added |
| Prudential PLC | 124,354 | $19.8M | 0.15% | −19,691−13.7% | Reduced |
| Gamco Investors, Inc. Et Al | 124,216 | $19.7M | 0.19% | −15,488−11.1% | Reduced |
| Madison Asset Management, LLC | 123,193 | $19.6M | 0.22% | −23,095−15.8% | Reduced |
| Panagora Asset Management Inc | 122,339 | $19.4M | 0.08% | −5,817−4.5% | Reduced |
| Pacer Advisors, Inc. | 122,092 | $19.4M | 0.05% | +2,453+2.1% | Added |
| Generali Asset Management SPA SGR | 121,014 | $19.2M | 0.41% | +3,706+3.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,285 | $18.8M | 0.02% | −145,290−55.1% | Reduced |
| Nixon Peabody Trust Co | 117,030 | $18.6M | 1.36% | +310.0% | Added |
| Abn Amro Investment Solutions | 113,504 | $18.0M | 0.37% | +39,104+52.6% | Added |
| Kestra Advisory Services, LLC | 113,132 | $18.0M | 0.08% | +2,380+2.1% | Added |
| Bokf, NA | 111,980 | $17.8M | 0.27% | −4,065−3.5% | Reduced |
| Elo Mutual Pension Insurance Co | 111,409 | $17.7M | 0.29% | −1,476−1.3% | Reduced |
| BTC Capital Management, Inc. | 111,087 | $17.7M | 1.22% | +2,056+1.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 110,867 | $17.5M | 0.11% | +37,984+52.1% | Added |
| Janney Capital Management LLC | 110,229 | $17.5M | 1.09% | −3,171−2.8% | Reduced |
| Lyell Wealth Management, LP | 108,798 | $17.3M | 1.28% | +518+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 108,383 | $17.2M | 0.06% | −13,577−11.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 108,290 | $17.2M | 0.15% | −8,454−7.2% | Reduced |
| Point72 Europe (London) LLP | 107,016 | $17.0M | 0.92% | +104,916+4,996.0% | Added |
| Haverford Trust Co | 106,697 | $17.0M | 0.15% | +4,073+4.0% | Added |
| Level Four Advisory Services, LLC | 103,886 | $16.5M | 0.57% | −3,628−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 103,800 | $16.5M | 0.21% | +6,025+6.2% | Added |
| New Republic Capital, LLC | 102,674 | $16.3M | 5.00% | +105+0.1% | Added |
| GW Henssler & Associates Ltd | 102,113 | $16.2M | 0.81% | −1,372−1.3% | Reduced |
| Viking Fund Management LLC | 102,000 | $16.2M | 1.96% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 101,602 | $16.2M | 0.37% | +765+0.8% | Added |
| Covea Finance | 100,200 | $15.9M | 0.56% | +51,700+106.6% | Added |
| Steward Partners Investment Advisory, LLC | 99,255 | $15.8M | 0.09% | +4,247+4.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 98,816 | $15.7M | 0.14% | +16,471+20.0% | Added |
| Howe & Rusling Inc | 97,221 | $15.5M | 1.06% | +1,436+1.5% | Added |
| Baxter Bros Inc | 96,778 | $15.4M | 1.78% | +1,114+1.2% | Added |
| Cornerstone Advisors, LLC | 95,200 | $15.1M | 0.50% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 94,803 | $15.1M | 1.01% | −3,683−3.7% | Reduced |
| Jain Global LLC | 94,433 | $15.0M | 0.20% | +94,433 | New |
| Walleye Capital LLC | 94,086 | $15.0M | 0.12% | +44,024+87.9% | Added |
| Huntington National Bank | 93,954 | $14.9M | 0.09% | +38,499+69.4% | Added |
| Cyndeo Wealth Partners, LLC | 92,833 | $14.8M | 0.82% | −3,216−3.3% | Reduced |