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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 55,810 | $8.87M | 0.28% | −2,200−3.8% | Reduced |
| Capital International Sarl | 55,700 | $8.85M | 0.15% | +2,863+5.4% | Added |
| Private Wealth Partners, LLC | 55,248 | $8.78M | 0.63% | −976−1.7% | Reduced |
| Parallel Advisors, LLC | 55,042 | $8.75M | 0.16% | +357+0.7% | Added |
| Marvin & Palmer Associates Inc | 52,601 | $8.63M | 6.41% | +18,610+54.7% | Added |
| Metis Global Partners, LLC | 53,341 | $8.48M | 0.20% | −2,624−4.7% | Reduced |
| Barometer Capital Management Inc. | 53,447 | $8.44M | 1.93% | −530−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 53,121 | $8.44M | 0.28% | +28,454+115.4% | Added |
| Jupiter Wealth Management LLC | 53,075 | $8.44M | 3.99% | +250+0.5% | Added |
| White Pine Investment CO | 52,980 | $8.42M | 2.00% | −3,058−5.5% | Reduced |
| Old Second National Bank of Aurora | 52,666 | $8.37M | 1.72% | −446−0.8% | Reduced |
| RSM US Wealth Management LLC | 52,568 | $8.36M | 0.11% | +1,413+2.8% | Added |
| Jones Financial Companies LLLP | 51,338 | $8.21M | 0.01% | +2,257+4.6% | Added |
| CAPROCK Group, Inc. | 54,534 | $8.21M | 0.20% | +54,534 | New |
| Lorne Steinberg Wealth Management Inc. | 51,237 | $8.14M | 1.96% | −991−1.9% | Reduced |
| Principal Street Partners, LLC | 51,220 | $8.14M | 1.30% | −11,756−18.7% | Reduced |
| Dakota Wealth Management | 50,838 | $8.08M | 0.16% | +39,938+366.4% | Added |
| E. Ohman J:or Asset Management AB | 50,668 | $8.05M | 0.19% | +500+1.0% | Added |
| NatWest Group plc | 50,521 | $8.03M | 1.98% | +195+0.4% | Added |
| Catalytic Wealth RIA, LLC | 50,290 | $7.99M | 0.26% | +28,650+132.4% | Added |
| Ossiam | 50,261 | $7.99M | 0.10% | −204,539−80.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 50,013 | $7.95M | 0.60% | +1,630+3.4% | Added |
| Siemens Fonds Invest GmbH | 50,012 | $7.95M | 0.43% | +12,804+34.4% | Added |
| Great Valley Advisor Group, Inc. | 49,788 | $7.91M | 0.16% | −7,869−13.6% | Reduced |
| Hennessy Advisors Inc | 49,300 | $7.84M | 0.27% | +2,100+4.4% | Added |
| Consolidated Investment Group LLC | 49,215 | $7.82M | 0.96% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 49,070 | $7.80M | 2.03% | −500−1.0% | Reduced |
| Elk River Wealth Management, LLC | 48,912 | $7.78M | 1.25% | −750−1.5% | Reduced |
| First National Trust Co | 48,705 | $7.74M | 0.27% | +436+0.9% | Added |
| Joel Isaacson & Co., LLC | 48,409 | $7.70M | 0.28% | +26+0.1% | Added |
| Diversified Trust Co | 48,243 | $7.67M | 0.15% | +18,800+63.9% | Added |
| Linscomb & Williams, Inc. | 47,751 | $7.59M | 0.33% | +2,966+6.6% | Added |
| Integrated Advisors Network LLC | 47,635 | $7.57M | 0.32% | −9,454−16.6% | Reduced |
| Ameritas Investment Partners, Inc. | 47,269 | $7.51M | 0.23% | −2,467−5.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 47,009 | $7.47M | 0.35% | −5,811−11.0% | Reduced |
| Worm Capital, LLC | 46,858 | $7.45M | 5.63% | 00.0% | Unchanged |
| Summit Financial, LLC | 46,704 | $7.42M | 0.11% | +173+0.4% | Added |
| SevenBridge Financial Group, LLC | 43,613 | $7.41M | 1.22% | +3,607+9.0% | Added |
| Cunning Capital Partners, LP | 45,796 | $7.28M | 3.37% | −12,745−21.8% | Reduced |
| Bradyco, Inc. | 45,328 | $7.21M | 8.17% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 44,710 | $7.11M | 0.10% | +44,710 | New |
| Glenview Trust Co | 44,633 | $7.09M | 0.11% | −4,937−10.0% | Reduced |
| Toroso Investments, LLC | 44,568 | $7.08M | 0.03% | −216−0.5% | Reduced |
| Gotham Asset Management, LLC | 44,475 | $7.07M | 0.03% | +11,424+34.6% | Added |
| Vise Technologies, Inc. | 44,204 | $7.03M | 0.26% | −745−1.7% | Reduced |
| Vident Advisory, LLC | 44,071 | $7.01M | 0.07% | +4,801+12.2% | Added |
| Sarasin & Partners LLP | 42,808 | $6.90M | 0.07% | −324,735−88.4% | Reduced |
| Trajan Wealth LLC | 43,113 | $6.85M | 0.30% | −1,685−3.8% | Reduced |
| Occidental Asset Management, LLC | 42,798 | $6.80M | 0.85% | +38+0.1% | Added |
| United Capital Financial Advisers, LLC | 42,791 | $6.80M | 0.05% | +1,245+3.0% | Added |
| Allworth Financial LP | 42,716 | $6.79M | 0.03% | +3,718+9.5% | Added |
| Canada Post Corp Registered Pension Plan | 41,886 | $6.75M | 0.30% | +5,873+16.3% | Added |
| Caisse des Depots Et Consignations | 42,372 | $6.74M | 0.29% | −18,664−30.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 42,295 | $6.72M | 1.04% | +26,900+174.7% | Added |
| SkyOak Wealth, LLC | 42,181 | $6.71M | 1.27% | −446−1.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 42,174 | $6.70M | 0.51% | +13,774+48.5% | Added |
| Union Bancaire Privee, UBP SA | 46,619 | $6.60M | 0.14% | +324+0.7% | Added |
| Van Eck Associates Corp | 41,451 | $6.59M | 0.01% | +4,190+11.2% | Added |
| Caisse de Depot Et Placement du Quebec | 41,398 | $6.58M | 0.01% | −126,162−75.3% | Reduced |
| Allstate Corp | 41,315 | $6.57M | 0.15% | +38,693+1,475.7% | Added |
| Hoey Investments, Inc | 40,711 | $6.47M | 0.88% | +4,646+12.9% | Added |
| City Holding Co | 40,570 | $6.45M | 0.81% | +625+1.6% | Added |
| Independent Advisor Alliance | 40,465 | $6.43M | 0.17% | +530+1.3% | Added |
| Stenger Family Office, LLC | 38,696 | $6.42M | 1.36% | +9,726+33.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,293 | $6.41M | 1.07% | −977−2.4% | Reduced |
| Horizon Investments, LLC | 40,506 | $6.40M | 0.08% | +11,975+42.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 45,128 | $6.36M | 0.33% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 39,824 | $6.33M | 2.88% | +1,361+3.5% | Added |
| Torray LLC | 39,732 | $6.32M | 0.86% | −4,339−9.8% | Reduced |
| Clearstead Advisors, LLC | 39,695 | $6.31M | 0.09% | +2,625+7.1% | Added |
| Tokio Marine Asset Management Co Ltd | 39,590 | $6.29M | 0.22% | +793+2.0% | Added |
| V-Square Quantitative Management LLC | 39,470 | $6.27M | 1.06% | +1,686+4.5% | Added |
| Principal Securities, Inc. | 39,375 | $6.26M | 0.10% | +575+1.5% | Added |
| Stock Yards Bank & Trust Co | 38,985 | $6.20M | 0.19% | −123−0.3% | Reduced |
| Dark Forest Capital Management LP | 38,751 | $6.16M | 0.23% | −55,836−59.0% | Reduced |
| HighPoint Advisor Group LLC | 38,732 | $6.16M | 0.29% | −2,328−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,667 | $6.15M | 0.09% | −740−1.9% | Reduced |
| Wetherby Asset Management Inc | 38,657 | $6.14M | 0.25% | +1,044+2.8% | Added |
| Cary Street Partners Financial LLC | 38,580 | $6.13M | 0.16% | −1,615−4.0% | Reduced |
| DRW Securities, LLC | 38,411 | $6.11M | 0.31% | +22,169+136.5% | Added |
| Quadrant Capital Group LLC | 38,049 | $6.05M | 0.20% | +248+0.7% | Added |
| Frank, Rimerman Advisors LLC | 37,974 | $6.04M | 0.39% | +188+0.5% | Added |
| Cypress Financial Planning LLC | 37,717 | $6.00M | 1.84% | +40.0% | Added |
| Mayflower Financial Advisors, LLC | 37,257 | $5.92M | 0.74% | −1,059−2.8% | Reduced |
| Savant Capital, LLC | 36,969 | $5.88M | 0.04% | +1,482+4.2% | Added |
| Capital Investment Counsel, LLC | 36,671 | $5.83M | 0.86% | +835+2.3% | Added |
| NBC Securities, Inc. | 36,162 | $5.75M | 0.44% | +1,049+3.0% | Added |
| Cito Capital Group, LLC | 36,155 | $5.75M | 1.67% | −3,000−7.7% | Reduced |
| Sandy Cove Advisors, LLC | 36,088 | $5.74M | 1.83% | +65+0.2% | Added |
| Highland Capital Management, LLC | 36,020 | $5.73M | 0.29% | −350−1.0% | Reduced |
| Inspire Trust Co, N.A. | 36,000 | $5.72M | 1.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 35,783 | $5.69M | 0.11% | +2,613+7.9% | Added |
| Fifth Third Wealth Advisors LLC | 35,747 | $5.68M | 0.21% | +1,541+4.5% | Added |
| Hamilton Capital Partners Inc. | 35,452 | $5.64M | 0.23% | −6,096−14.7% | Reduced |
| Morangie Management LLC | 35,377 | $5.62M | 4.85% | +1,471+4.3% | Added |
| S&CO Inc | 35,242 | $5.60M | 0.34% | −910−2.5% | Reduced |
| Capital Group Private Client Services, Inc. | 35,182 | $5.59M | 0.09% | −139,444−79.9% | Reduced |
| Shorepoint Capital Partners LLC | 35,060 | $5.57M | 1.11% | +35,060 | New |
| Logan Capital Management Inc | 35,032 | $5.57M | 0.23% | +1,059+3.1% | Added |
| KMG Fiduciary Partners, LLC | 34,756 | $5.52M | 0.37% | 00.0% | Unchanged |