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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 28,046 | $3.95M | 0.53% | −2,047−6.8% | Reduced |
| Meridian Wealth Management, LLC | 24,692 | $3.93M | 0.15% | −372−1.5% | Reduced |
| NorthRock Partners, LLC | 24,677 | $3.92M | 0.07% | +3,687+17.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 24,654 | $3.92M | 0.10% | +24,654 | New |
| We Are One Seven, LLC | 24,454 | $3.89M | 0.09% | +3,660+17.6% | Added |
| Northeast Investment Management | 24,397 | $3.88M | 0.16% | −40.0% | Reduced |
| LSV Asset Management | 24,227 | $3.85M | 0.01% | +12,147+100.6% | Added |
| Vestcor Inc | 23,926 | $3.80M | 0.11% | −1,093−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 23,878 | $3.80M | 0.03% | −1,246−5.0% | Reduced |
| Ramirez Asset Management, Inc. | 23,846 | $3.79M | 0.53% | +7,556+46.4% | Added |
| Concord Asset Management, LLC | 23,844 | $3.79M | 0.69% | +154+0.7% | Added |
| Transcend Wealth Collective, LLC | 23,828 | $3.79M | 0.27% | −613−2.5% | Reduced |
| Concord Wealth Partners | 23,710 | $3.77M | 0.52% | +20+0.1% | Added |
| Canandaigua National Bank & Trust Co | 23,466 | $3.73M | 0.33% | −302−1.3% | Reduced |
| Laurion Capital Management LP | 23,345 | $3.71M | 0.51% | +23,345 | New |
| Brown Brothers Harriman & Co | 23,260 | $3.70M | 0.02% | +1,317+6.0% | Added |
| J.W. Cole Advisors, Inc. | 23,195 | $3.69M | 0.07% | +199+0.9% | Added |
| Brookstone Capital Management | 23,142 | $3.68M | 0.04% | +551+2.4% | Added |
| Graphene Investments SAS | 23,000 | $3.66M | 2.31% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 22,927 | $3.64M | 0.03% | +11,311+97.4% | Added |
| Lipe & Dalton | 22,754 | $3.62M | 1.79% | −373−1.6% | Reduced |
| Leavell Investment Management, Inc. | 22,698 | $3.61M | 0.15% | −300−1.3% | Reduced |
| YHB Investment Advisors, Inc. | 22,608 | $3.59M | 0.26% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 22,490 | $3.58M | 0.12% | −6,124−21.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,406 | $3.56M | 0.05% | −2,483−10.0% | Reduced |
| Asio Capital, LLC | 22,332 | $3.55M | 0.53% | +937+4.4% | Added |
| MainStreet Investment Advisors LLC | 22,272 | $3.54M | 0.48% | −1,614−6.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,238 | $3.53M | 0.07% | +2,502+12.7% | Added |
| Am Investment Strategies LLC | 22,200 | $3.53M | 0.77% | +131+0.6% | Added |
| Arkadios Wealth Advisors | 22,200 | $3.53M | 0.09% | +1,607+7.8% | Added |
| Wealthspire Advisors, LLC | 22,143 | $3.52M | 0.02% | −2,404−9.8% | Reduced |
| Tema ETFs LLC | 21,837 | $3.47M | 0.29% | +21,837 | New |
| Cohen Klingenstein LLC | 21,800 | $3.47M | 0.11% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 21,762 | $3.46M | 0.10% | −50−0.2% | Reduced |
| Voleon Capital Management LP | 21,701 | $3.45M | 0.08% | −5,599−20.5% | Reduced |
| William B. Walkup & Associates, Inc. | 21,607 | $3.43M | 1.84% | −58−0.3% | Reduced |
| IFG Advisory, LLC | 21,570 | $3.43M | 0.16% | −197−0.9% | Reduced |
| AE Wealth Management LLC | 21,543 | $3.42M | 0.02% | +2,983+16.1% | Added |
| Syon Capital LLC | 21,460 | $3.41M | 0.18% | +3,255+17.9% | Added |
| River Street Advisors LLC | 21,324 | $3.39M | 1.31% | +163+0.8% | Added |
| CBOE Vest Financial, LLC | 21,239 | $3.38M | 0.04% | +4,087+23.8% | Added |
| Farther Finance Advisors, LLC | 21,232 | $3.38M | 0.05% | +4,230+24.9% | Added |
| True North Advisors, LLC | 21,170 | $3.37M | 0.53% | −1,201−5.4% | Reduced |
| GM Advisory Group, Inc. | 20,949 | $3.33M | 0.14% | +102+0.5% | Added |
| Pensionmark Financial Group, LLC | 20,866 | $3.32M | 0.07% | −210−1.0% | Reduced |
| Regions Financial Corp | 20,801 | $3.31M | 0.02% | +165+0.8% | Added |
| KCM Investment Advisors LLC | 20,758 | $3.30M | 0.11% | +205+1.0% | Added |
| Jump Financial, LLC | 20,719 | $3.29M | 0.04% | −4,148−16.7% | Reduced |
| Paradigm Asset Management Co LLC | 20,700 | $3.29M | 0.76% | 00.0% | Unchanged |
| Hurley Capital, LLC | 20,687 | $3.29M | 1.85% | +15+0.1% | Added |
| AIA Group Ltd | 20,671 | $3.29M | 0.06% | +7,797+60.6% | Added |
| Alaethes Wealth LLC | 20,661 | $3.28M | 0.93% | −2,335−10.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,646 | $3.28M | 0.17% | −410−1.9% | Reduced |
| Capital Investment Advisors, LLC | 20,638 | $3.28M | 0.05% | −2,526−10.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,352 | $3.24M | 0.03% | −785−3.7% | Reduced |
| Fundamentun, LLC | 20,307 | $3.23M | 0.13% | −145−0.7% | Reduced |
| Atomi Financial Group, Inc. | 20,294 | $3.23M | 0.10% | +750+3.8% | Added |
| Sumitomo Life Insurance Co | 20,151 | $3.20M | 0.10% | −652−3.1% | Reduced |
| Werlinich Asset Management, LLC | 20,070 | $3.19M | 1.59% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 20,003 | $3.18M | 0.53% | +1,166+6.2% | Added |
| Sagespring Wealth Partners, LLC | 19,925 | $3.17M | 0.06% | +414+2.1% | Added |
| Baldwin Investment Management, LLC | 19,672 | $3.13M | 0.36% | −195−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 19,628 | $3.12M | 0.43% | +657+3.5% | Added |
| Caldwell Trust Co | 19,505 | $3.10M | 0.29% | −88−0.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 19,377 | $3.08M | 0.95% | −511−2.6% | Reduced |
| Cacti Asset Management LLC | 19,000 | $3.04M | 0.21% | −1,000−5.0% | Reduced |
| Belpointe Asset Management LLC | 19,023 | $3.02M | 0.12% | +15,453+432.9% | Added |
| Harvest Investment Advisors, LLC | 18,994 | $3.02M | 1.77% | −335−1.7% | Reduced |
| Hudson Canyon Capital Management | 18,385 | $3.01M | 1.73% | −614−3.2% | Reduced |
| Mirabella Financial Services LLP | 18,925 | $3.00M | 0.26% | +11,386+151.0% | Added |
| Covenant Asset Management, LLC | 18,886 | $3.00M | 0.57% | −40.0% | Reduced |
| Moloney Securities Asset Management, LLC | 18,797 | $2.99M | 0.36% | −1,998−9.6% | Reduced |
| Insight Inv LLC | 18,619 | $2.96M | 1.74% | +945+5.3% | Added |
| Choate Investment Advisors | 18,485 | $2.94M | 0.06% | −32−0.2% | Reduced |
| Aaron Wealth Advisors | 18,424 | $2.93M | 0.18% | +8,965+94.8% | Added |
| Qtron Investments LLC | 18,410 | $2.93M | 0.36% | +2,259+14.0% | Added |
| JPL Wealth Management, LLC | 18,398 | $2.92M | 0.69% | +14+0.1% | Added |
| Ascent Group, LLC | 18,380 | $2.92M | 0.10% | +7,999+77.1% | Added |
| Capital Investment Counsel, Inc | 18,371 | $2.92M | 0.36% | −480−2.5% | Reduced |
| Texas Yale Capital Corp. | 18,350 | $2.92M | 0.09% | −30−0.2% | Reduced |
| Acropolis Investment Management, LLC | 20,656 | $2.91M | 0.15% | +2,096+11.3% | Added |
| Granite Group Advisors, LLC | 18,181 | $2.89M | 1.75% | +10.0% | Added |
| Ashton Thomas Private Wealth, LLC | 18,175 | $2.89M | 0.07% | +1,505+9.0% | Added |
| Davenport & Co LLC | 18,138 | $2.88M | 0.02% | −11,853−39.5% | Reduced |
| Koshinski Asset Management, Inc. | 18,134 | $2.88M | 0.19% | +159+0.9% | Added |
| Fulcrum Asset Management LLP | 18,062 | $2.87M | 0.80% | −502−2.7% | Reduced |
| Shaker Investments LLC | 18,013 | $2.86M | 1.15% | −35−0.2% | Reduced |
| Hall Laurie J Trustee | 18,000 | $2.86M | 0.93% | 00.0% | Unchanged |
| Strategic Advisors LLC | 17,908 | $2.85M | 0.46% | +33+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 17,893 | $2.84M | 0.33% | +17,893 | New |
| Miracle Mile Advisors, LLC | 17,759 | $2.82M | 0.04% | −528−2.9% | Reduced |
| Rydar Equities, Inc. | 17,920 | $2.81M | 2.25% | −1,437−7.4% | Reduced |
| Schear Investment Advisers, LLC | 17,664 | $2.81M | 1.25% | +204+1.2% | Added |
| PFG Investments, LLC | 17,616 | $2.80M | 0.15% | −493−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 17,485 | $2.78M | 0.03% | +1,440+9.0% | Added |
| Krilogy Financial LLC | 16,820 | $2.78M | 0.10% | +2,819+20.1% | Added |
| Mediolanum International Funds Ltd | 17,219 | $2.78M | 0.03% | +1,085+6.7% | Added |
| Wakefield Asset Management LLLP | 17,456 | $2.77M | 0.76% | −1,690−8.8% | Reduced |
| Abbot Financial Management, Inc. | 17,425 | $2.77M | 1.18% | −650−3.6% | Reduced |
| Whittier Trust Co | 17,576 | $2.77M | 0.03% | −729−4.0% | Reduced |