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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 92,000 | $14.6M | 1.07% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 91,751 | $14.6M | 1.24% | −410−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 91,379 | $14.5M | 0.21% | +59,541+187.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,022 | $14.5M | 0.04% | −30,664−25.2% | Reduced |
| Castleark Management LLC | 90,240 | $14.3M | 0.40% | +13,730+17.9% | Added |
| Brinker Capital Investments, LLC | 89,565 | $14.2M | 0.11% | +3,981+4.7% | Added |
| Avanza Fonder AB | 89,030 | $14.2M | 0.37% | +6,536+7.9% | Added |
| Allianz SE | 88,907 | $14.1M | 0.30% | +3,340+3.9% | Added |
| Lowe Brockenbrough & Co Inc | 88,716 | $14.1M | 0.73% | +277+0.3% | Added |
| PEAK6 LLC | 87,752 | $13.9M | 0.35% | −34,121−28.0% | Reduced |
| Calamos Wealth Management LLC | 87,236 | $13.9M | 0.50% | +9,345+12.0% | Added |
| F/M Investments LLC | 86,968 | $13.8M | 0.53% | −1,442−1.6% | Reduced |
| Banque Pictet & Cie SA | 85,228 | $13.5M | 0.14% | −2,114−2.4% | Reduced |
| DuPont Capital Management Corp | 85,011 | $13.5M | 1.40% | −9,090−9.7% | Reduced |
| Mizuho Securities USA LLC | 88,363 | $13.3M | 0.27% | +2,985+3.5% | Added |
| Nomura Holdings Inc | 83,607 | $13.3M | 0.06% | −11,048−11.7% | Reduced |
| Massmutual Trust Co FSB | 83,338 | $13.2M | 0.34% | +2,537+3.1% | Added |
| Greystone Financial Group, LLC | 82,675 | $13.1M | 2.04% | −14,517−14.9% | Reduced |
| Hudson Bay Capital Management LP | 82,466 | $13.1M | 0.08% | +79,947+3,173.8% | Added |
| LMCG Investments, LLC | 82,287 | $13.1M | 0.77% | −2,854−3.4% | Reduced |
| Leonteq Securities AG | 82,196 | $13.1M | 0.70% | +1,829+2.3% | Added |
| Banque Cantonale Vaudoise | 82,066 | $13.0M | 0.49% | −10,278−11.1% | Reduced |
| Earnest Partners LLC | 82,060 | $13.0M | 0.06% | −2,066−2.5% | Reduced |
| Apollon Wealth Management, LLC | 81,945 | $13.0M | 0.23% | −413−0.5% | Reduced |
| German American Bancorp, Inc. | 81,219 | $12.9M | 1.14% | +2,038+2.6% | Added |
| McGuire Investment Group, LLC | 80,788 | $12.8M | 1.46% | −428−0.5% | Reduced |
| Private Advisor Group, LLC | 80,771 | $12.8M | 0.06% | +4,940+6.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,743 | $12.7M | 0.50% | +1,800+2.3% | Added |
| Eagle Capital Management LLC | 79,588 | $12.7M | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 79,023 | $12.6M | 0.21% | +1,395+1.8% | Added |
| Flputnam Investment Management Co | 77,898 | $12.4M | 0.19% | +6,796+9.6% | Added |
| HB Wealth Management, LLC | 77,694 | $12.4M | 0.08% | +3,376+4.5% | Added |
| Hartline Investment Corp | 77,571 | $12.3M | 1.28% | +10,559+15.8% | Added |
| Oliver Luxxe Assets LLC | 77,539 | $12.3M | 1.95% | +3,385+4.6% | Added |
| Vinva Investment Management Ltd | 76,055 | $12.3M | 0.25% | +4,124+5.7% | Added |
| Pinnacle Financial Partners Inc | 76,395 | $12.1M | 0.29% | +28,162+58.4% | Added |
| Westbourne Investment Advisors, Inc. | 75,393 | $12.0M | 3.34% | −1,357−1.8% | Reduced |
| Geneos Wealth Management Inc. | 74,578 | $11.9M | 0.30% | −2,171−2.8% | Reduced |
| Atria Investments LLC | 74,419 | $11.8M | 0.14% | −11,418−13.3% | Reduced |
| Omers Administration Corp | 74,416 | $11.8M | 0.08% | −1,200−1.6% | Reduced |
| Intact Investment Management Inc. | 73,900 | $11.7M | 0.36% | +500+0.7% | Added |
| Coldstream Capital Management Inc | 72,564 | $11.5M | 0.16% | +4,018+5.9% | Added |
| D.A. Davidson & Co. | 72,535 | $11.5M | 0.07% | −2,020−2.7% | Reduced |
| Kentucky Retirement Systems | 72,310 | $11.5M | 0.32% | −1,201−1.6% | Reduced |
| Loomis Sayles & Co L P | 72,232 | $11.5M | 0.01% | −2,356−3.2% | Reduced |
| Advocate Group LLC | 72,182 | $11.5M | 1.89% | −2,810−3.7% | Reduced |
| Strategic Planning Group, LLC | 71,412 | $11.4M | 1.53% | +17,380+32.2% | Added |
| Hartford Investment Management Co | 71,169 | $11.3M | 0.34% | −3,435−4.6% | Reduced |
| Hourglass Capital, LLC | 71,165 | $11.3M | 2.54% | −1,620−2.2% | Reduced |
| Rockland Trust Co | 70,548 | $11.2M | 0.46% | +70,548 | New |
| Shelton Capital Management | 70,437 | $11.2M | 0.24% | −6,768−8.8% | Reduced |
| DCM Advisors, LLC | 70,041 | $11.1M | 4.69% | −2,924−4.0% | Reduced |
| Alley Investment Management Company, LLC | 69,975 | $11.1M | 1.29% | +887+1.3% | Added |
| Citizens Financial Group Inc | 69,868 | $11.1M | 0.15% | +11,167+19.0% | Added |
| Leuthold Group, LLC | 69,864 | $11.1M | 1.22% | +2,218+3.3% | Added |
| Norinchukin Bank, The | 69,164 | $11.0M | 0.15% | +627+0.9% | Added |
| Merit Financial Group, LLC | 69,155 | $11.0M | 0.10% | −1,547−2.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 69,017 | $11.0M | 0.90% | +1,653+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 68,872 | $10.9M | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 68,343 | $10.9M | 0.06% | +18,540+37.2% | Added |
| Socorro Asset Management LP | 67,507 | $10.7M | 3.87% | −27,190−28.7% | Reduced |
| Burns J W & Co Inc | 67,110 | $10.7M | 1.21% | −939−1.4% | Reduced |
| La Banque Postale Asset Management SA | 66,969 | $10.6M | 0.13% | +520+0.8% | Added |
| Montag A & Associates Inc | 66,524 | $10.6M | 0.49% | −194−0.3% | Reduced |
| Park Avenue Securities LLC | 65,361 | $10.4M | 0.08% | +1,587+2.5% | Added |
| Oppenheimer & Co Inc | 65,271 | $10.4M | 0.13% | −26,616−29.0% | Reduced |
| Venture Visionary Partners LLC | 65,264 | $10.4M | 0.36% | +1,891+3.0% | Added |
| LGT Group Foundation | 65,838 | $10.3M | 0.12% | −5,922−8.3% | Reduced |
| Albion Financial Group | 64,853 | $10.3M | 0.62% | −317−0.5% | Reduced |
| Synovus Financial Corp | 64,672 | $10.3M | 0.12% | +704+1.1% | Added |
| Liontrust Investment Partners LLP | 64,436 | $10.2M | 0.15% | −5,793−8.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 64,130 | $10.2M | 1.06% | −2,806−4.2% | Reduced |
| Louisiana State Employees Retirement System | 63,700 | $10.1M | 0.17% | −1,500−2.3% | Reduced |
| Raiffeisen Bank International AG | 62,413 | $10.1M | 0.13% | +6,445+11.5% | Added |
| Zacks Investment Management | 62,803 | $9.98M | 0.08% | +3,008+5.0% | Added |
| GLOBALT Investments LLC | 62,701 | $9.97M | 0.36% | −884−1.4% | Reduced |
| Investment Management Corp of Ontario | 62,488 | $9.93M | 0.15% | +18,746+42.9% | Added |
| Empirical Finance, LLC | 62,219 | $9.89M | 0.47% | +17,097+37.9% | Added |
| Axxcess Wealth Management, LLC | 62,047 | $9.86M | 0.21% | +3,392+5.8% | Added |
| Caxton Associates LLP | 61,636 | $9.80M | 0.27% | +61,636 | New |
| Tradewinds, LLC. | 61,452 | $9.77M | 2.38% | +61,452 | New |
| Gulf International Bank (UK) Ltd | 60,879 | $9.68M | 0.32% | −1,212−2.0% | Reduced |
| Morningstar Investment Management LLC | 60,719 | $9.65M | 0.35% | +54,885+940.8% | Added |
| Assenagon Asset Management S.A. | 60,215 | $9.57M | 0.01% | −552−0.9% | Reduced |
| Iowa State Bank | 60,125 | $9.56M | 1.82% | −2,915−4.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 60,112 | $9.56M | 0.04% | −13,242−18.1% | Reduced |
| Intech Investment Management LLC | 60,087 | $9.55M | 0.09% | −13,596−18.5% | Reduced |
| Guggenheim Capital LLC | 59,064 | $9.39M | 0.07% | −15,355−20.6% | Reduced |
| Ballentine Partners, LLC | 58,833 | $9.35M | 0.13% | +583+1.0% | Added |
| Securian Asset Management, Inc | 58,590 | $9.31M | 0.25% | −5,960−9.2% | Reduced |
| Greenwood Capital Associates LLC | 58,520 | $9.30M | 1.07% | −4,632−7.3% | Reduced |
| Baugh & Associates, LLC | 63,956 | $9.28M | 4.61% | −2,188−3.3% | Reduced |
| Thrivent Financial for Lutherans | 57,812 | $9.19M | 0.02% | −10,082−14.8% | Reduced |
| Hilltop Holdings Inc. | 57,642 | $9.16M | 0.48% | +40+0.1% | Added |
| Maryland State Retirement & Pension System | 57,412 | $9.13M | 0.19% | +1,434+2.6% | Added |
| Nordwand Advisors, LLC | 57,089 | $9.07M | 1.44% | +2,365+4.3% | Added |
| ING Groep NV | 56,815 | $9.03M | 0.05% | −2,929−4.9% | Reduced |
| Aureus Asset Management, LLC | 56,803 | $9.03M | 0.59% | +3,556+6.7% | Added |
| Trifecta Capital Advisors, LLC | 56,413 | $8.97M | 1.36% | +635+1.1% | Added |
| Becker Capital Management Inc | 56,026 | $8.91M | 0.26% | −722−1.3% | Reduced |