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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 34,617 | $5.50M | 0.02% | +28,863+501.6% | Added |
| Prime Capital Investment Advisors, LLC | 34,508 | $5.49M | 0.07% | +732+2.2% | Added |
| Carret Asset Management, LLC | 34,464 | $5.48M | 0.53% | −450−1.3% | Reduced |
| Financial Advisory Partners, LLC | 34,464 | $5.48M | 1.60% | −401−1.2% | Reduced |
| Plato Investment Management Ltd | 34,595 | $5.46M | 0.37% | +1,735+5.3% | Added |
| Cullinan Associates Inc | 34,150 | $5.43M | 0.35% | −6,322−15.6% | Reduced |
| Compagnie Lombard Odier SCmA | 34,100 | $5.42M | 0.06% | +350+1.0% | Added |
| RNC Capital Management LLC | 34,081 | $5.42M | 0.25% | −369−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 34,072 | $5.42M | 0.11% | +34,072 | New |
| Sterling Capital Management LLC | 33,978 | $5.40M | 0.08% | −1,469−4.1% | Reduced |
| Simon Quick Advisors, LLC | 33,950 | $5.40M | 0.24% | −4,082−10.7% | Reduced |
| Dynamic Advisor Solutions LLC | 33,897 | $5.39M | 0.16% | +148+0.4% | Added |
| Core Alternative Capital | 33,819 | $5.38M | 1.56% | −5,771−14.6% | Reduced |
| Northwest Bancshares, Inc. | 33,764 | $5.37M | 0.89% | −1,559−4.4% | Reduced |
| New Age Alpha Advisors, LLC | 33,688 | $5.36M | 0.23% | −658−1.9% | Reduced |
| Perigon Wealth Management, LLC | 33,270 | $5.29M | 0.11% | +1,869+6.0% | Added |
| Vestmark Advisory Solutions, Inc. | 33,262 | $5.29M | 0.10% | +9,692+41.1% | Added |
| Brasada Capital Management, LP | 33,992 | $5.28M | 0.90% | +1,007+3.1% | Added |
| Forum Financial Management, LP | 33,094 | $5.26M | 0.07% | +2,054+6.6% | Added |
| Change Path, LLC | 33,001 | $5.25M | 0.13% | +7,635+30.1% | Added |
| Ibex Wealth Advisors | 32,906 | $5.23M | 0.50% | +23,625+254.6% | Added |
| Union Heritage Capital, LLC | 32,814 | $5.22M | 1.69% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 32,804 | $5.21M | 0.04% | +1,362+4.3% | Added |
| First National Bank of Omaha | 32,768 | $5.21M | 0.33% | −1,525−4.4% | Reduced |
| First National Advisers, LLC | 32,539 | $5.17M | 0.70% | +714+2.2% | Added |
| Amica Mutual Insurance Co | 32,301 | $5.13M | 0.47% | −5,994−15.7% | Reduced |
| Everence Capital Management Inc | 32,291 | $5.13M | 0.31% | 00.0% | Unchanged |
| Lincluden Management Ltd | 32,146 | $5.11M | 0.57% | −240−0.7% | Reduced |
| Scholtz & Company, LLC | 32,118 | $5.11M | 2.24% | −1,842−5.4% | Reduced |
| Cresset Asset Management, LLC | 32,018 | $5.09M | 0.02% | +3,287+11.4% | Added |
| Sigma Planning Corp | 31,814 | $5.06M | 0.14% | −876−2.7% | Reduced |
| Advisory Services Network, LLC | 31,800 | $5.05M | 0.07% | +1,630+5.4% | Added |
| Concurrent Investment Advisors, LLC | 31,774 | $5.05M | 0.09% | −9,626−23.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 31,684 | $5.04M | 2.58% | −243−0.8% | Reduced |
| Moody National Bank Trust Division | 31,605 | $5.02M | 0.42% | +981+3.2% | Added |
| South State Corp. | 31,502 | $5.01M | 0.23% | −1,440−4.4% | Reduced |
| Polar Asset Management Partners Inc. | 31,400 | $4.99M | 0.10% | +23,800+313.2% | Added |
| Rokos Capital Management LLP | 31,392 | $4.99M | 0.06% | −1,199,074−97.4% | Reduced |
| Mattson Financial Services, LLC | 31,351 | $4.98M | 1.19% | −92−0.3% | Reduced |
| Weiss Asset Management LP | 31,136 | $4.95M | 0.07% | +31,136 | New |
| Sculati Wealth Management, LLC | 30,978 | $4.92M | 1.74% | −194−0.6% | Reduced |
| Sowell Financial Services LLC | 30,854 | $4.90M | 0.19% | +9,619+45.3% | Added |
| Salem Investment Counselors Inc | 30,591 | $4.86M | 0.14% | +307+1.0% | Added |
| Central Trust Co | 30,577 | $4.86M | 0.10% | −484−1.6% | Reduced |
| Dana Investment Advisors, Inc. | 30,454 | $4.84M | 0.14% | −4,172−12.0% | Reduced |
| GAMMA Investing LLC | 30,444 | $4.84M | 0.27% | +2,123+7.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $4.82M | 0.32% | −891−2.9% | Reduced |
| Patten & Patten Inc | 30,158 | $4.79M | 0.28% | −478−1.6% | Reduced |
| Gifford Fong Associates | 30,000 | $4.77M | 1.00% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 29,941 | $4.76M | 0.29% | −3,363−10.1% | Reduced |
| Fidelis Capital Partners, LLC | 29,845 | $4.74M | 0.37% | +364+1.2% | Added |
| AustralianSuper Pty Ltd | 29,718 | $4.72M | 0.02% | +1,238+4.3% | Added |
| CoreCap Advisors, LLC | 29,597 | $4.70M | 0.17% | +26,914+1,003.1% | Added |
| Quest Partners LLC | 29,568 | $4.70M | 0.31% | +23,599+395.4% | Added |
| HCR Wealth Advisors | 30,250 | $4.70M | 0.49% | +570+1.9% | Added |
| New Millennium Group LLC | 29,390 | $4.67M | 2.14% | +29,361+101,244.8% | Added |
| StoneX Group Inc. | 29,266 | $4.65M | 0.20% | −7,014−19.3% | Reduced |
| Capital International Ltd | 29,070 | $4.62M | 0.17% | −353−1.2% | Reduced |
| Americana Partners, LLC | 29,052 | $4.62M | 0.14% | −3,271−10.1% | Reduced |
| Bleakley Financial Group, LLC | 29,020 | $4.61M | 0.11% | −1,423−4.7% | Reduced |
| Summit Trail Advisors, LLC | 28,407 | $4.52M | 0.06% | +4,840+20.5% | Added |
| Alerus Financial NA | 28,287 | $4.50M | 0.23% | +219+0.8% | Added |
| Stephens Inc | 28,253 | $4.49M | 0.06% | −809−2.8% | Reduced |
| Greenleaf Trust | 27,871 | $4.43M | 0.04% | −844−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 27,765 | $4.41M | 0.21% | +764+2.8% | Added |
| Integrated Wealth Concepts LLC | 27,758 | $4.41M | 0.04% | +369+1.3% | Added |
| Financial Advisory Service, Inc. | 27,754 | $4.41M | 0.30% | +1,173+4.4% | Added |
| Mirabaud & Cie SA | 27,747 | $4.41M | 1.40% | +415+1.5% | Added |
| Hodges Capital Management Inc. | 27,351 | $4.35M | 0.37% | −120.0% | Reduced |
| Meyer Handelman Co | 27,338 | $4.35M | 0.14% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 27,326 | $4.34M | 1.94% | +2,990+12.3% | Added |
| Signaturefd, LLC | 27,324 | $4.34M | 0.07% | +364+1.4% | Added |
| Trilogy Capital Inc. | 27,319 | $4.34M | 0.20% | −672−2.4% | Reduced |
| TD Private Client Wealth LLC | 27,174 | $4.32M | 0.10% | −10,971−28.8% | Reduced |
| K.J. Harrison & Partners Inc | 27,709 | $4.30M | 0.62% | −5,200−15.8% | Reduced |
| Triglav Skladi, D.O.O. | 26,977 | $4.29M | 0.28% | +7,465+38.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 26,790 | $4.26M | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 26,615 | $4.23M | 0.05% | +505+1.9% | Added |
| Truvestments Capital LLC | 26,508 | $4.21M | 0.76% | −7,305−21.6% | Reduced |
| Dimension Capital Management LLC | 26,270 | $4.18M | 0.61% | 00.0% | Unchanged |
| Next Level Private LLC | 26,348 | $4.17M | 1.21% | +94+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 26,176 | $4.16M | 0.29% | +19,182+274.3% | Added |
| National Asset Management, Inc. | 25,931 | $4.12M | 0.20% | −1,046−3.9% | Reduced |
| Palisade Asset Management, LLC | 25,867 | $4.11M | 0.38% | +90.0% | Added |
| Smith, Salley & Associates | 25,745 | $4.09M | 0.21% | +4,375+20.5% | Added |
| Callan Family Office, LLC | 25,731 | $4.09M | 0.13% | −2,868−10.0% | Reduced |
| J. Safra Sarasin Holding AG | 25,629 | $4.07M | 0.07% | +1,128+4.6% | Added |
| Capital Asset Advisory Services LLC | 25,618 | $4.07M | 0.18% | +1,158+4.7% | Added |
| Harbor Capital Advisors, Inc. | 25,553 | $4.06M | 0.32% | +682+2.7% | Added |
| Global Retirement Partners, LLC | 25,482 | $4.05M | 0.09% | +1,833+7.8% | Added |
| Stratos Wealth Partners, LTD. | 25,389 | $4.04M | 0.05% | +2,458+10.7% | Added |
| Trust Co of Toledo NA | 25,294 | $4.02M | 0.40% | +236+0.9% | Added |
| Culbertson A N & Co Inc | 25,223 | $4.01M | 0.57% | +100+0.4% | Added |
| Griffin Asset Management, Inc. | 25,192 | $4.00M | 0.45% | +569+2.3% | Added |
| Community Trust & Investment Co | 25,155 | $4.00M | 0.22% | −799−3.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 25,147 | $4.00M | 0.39% | +1,900+8.2% | Added |
| Franklin Street Advisors Inc | 25,000 | $3.97M | 0.23% | 00.0% | Unchanged |
| Rossmore Private Capital | 24,971 | $3.97M | 0.43% | +602+2.5% | Added |
| Burney Co | 24,893 | $3.96M | 0.13% | +398+1.6% | Added |
| Stolper Co | 24,832 | $3.95M | 1.20% | +52+0.2% | Added |