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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 17,414 | $2.77M | 0.04% | +353+2.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $2.75M | 0.09% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 17,252 | $2.74M | 0.17% | −127−0.7% | Reduced |
| Smartleaf Asset Management LLC | 16,973 | $2.74M | 0.17% | +5,203+44.2% | Added |
| Cullen/Frost Bankers, Inc. | 17,207 | $2.74M | 0.03% | −198−1.1% | Reduced |
| Ironwood Investment Counsel, LLC | 17,171 | $2.73M | 0.40% | −14−0.1% | Reduced |
| Intrust Bank NA | 17,169 | $2.73M | 0.23% | −776−4.3% | Reduced |
| Atlas Legacy Advisors, LLC | 17,161 | $2.73M | 0.53% | +7,785+83.0% | Added |
| Quantbot Technologies LP | 17,098 | $2.72M | 0.07% | −17,553−50.7% | Reduced |
| Valeo Financial Advisors, LLC | 17,075 | $2.71M | 0.06% | −1,513−8.1% | Reduced |
| Oak Asset Management, LLC | 16,928 | $2.69M | 0.92% | −650−3.7% | Reduced |
| Altman Advisors, Inc. | 16,908 | $2.69M | 1.03% | −115−0.7% | Reduced |
| Brown Financial Advisors | 16,907 | $2.69M | 0.99% | −155−0.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 16,851 | $2.68M | 0.05% | +9,706+135.8% | Added |
| Institute for Wealth Management, LLC. | 16,846 | $2.68M | 0.28% | −259−1.5% | Reduced |
| NewEdge Wealth, LLC | 16,211 | $2.68M | 0.04% | −1,241−7.1% | Reduced |
| Arrow Financial Corp | 16,832 | $2.68M | 0.27% | −130−0.8% | Reduced |
| Freedom Day Solutions, LLC | 16,736 | $2.66M | 0.72% | −708−4.1% | Reduced |
| Crestwood Advisors Group LLC | 16,684 | $2.65M | 0.05% | +529+3.3% | Added |
| King Luther Capital Management Corp | 16,647 | $2.65M | 0.01% | −2,709−14.0% | Reduced |
| Profund Advisors LLC | 16,608 | $2.64M | 0.09% | +1,192+7.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.62M | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 16,486 | $2.62M | 0.28% | −175−1.1% | Reduced |
| Somerset Trust Co | 16,460 | $2.62M | 0.81% | +161+1.0% | Added |
| IFC Advisors LLC | 16,350 | $2.60M | 0.48% | +80.0% | Added |
| Dynasty Wealth Management, LLC | 16,207 | $2.58M | 0.03% | +4,280+35.9% | Added |
| 1st Source Bank | 16,114 | $2.56M | 0.14% | −37−0.2% | Reduced |
| Charter Oak Capital Management, LLC | 16,086 | $2.56M | 0.20% | +52+0.3% | Added |
| LOM Asset Management Ltd | 16,044 | $2.55M | 0.78% | +1,508+10.4% | Added |
| Cherokee Insurance Co | 16,000 | $2.54M | 1.09% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 15,995 | $2.54M | 1.01% | −10.0% | Reduced |
| Cookson Peirce & Co Inc | 15,936 | $2.53M | 0.10% | −317−2.0% | Reduced |
| Parkside Financial Bank & Trust | 15,850 | $2.52M | 0.20% | +808+5.4% | Added |
| Wealthcare Advisory Partners LLC | 15,846 | $2.52M | 0.05% | +316+2.0% | Added |
| Fortis Capital Advisors, LLC | 15,810 | $2.51M | 0.40% | +15,810 | New |
| Centaurus Financial, Inc. | 15,795 | $2.51M | 0.12% | +3,543+28.9% | Added |
| Aspen Grove Capital, LLC | 15,764 | $2.51M | 0.42% | −1,163−6.9% | Reduced |
| White Pine Capital LLC | 15,652 | $2.49M | 0.71% | −168−1.1% | Reduced |
| Howland Capital Management LLC | 15,639 | $2.49M | 0.09% | −435−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 15,605 | $2.48M | 0.17% | −911−5.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.46M | 0.76% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 15,254 | $2.46M | 0.06% | +15,166+17,234.1% | Added |
| NVWM, LLC | 15,415 | $2.45M | 0.55% | −192−1.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 15,400 | $2.45M | 0.37% | +15,400 | New |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $2.45M | 1.67% | −350−2.2% | Reduced |
| Heritage Trust Co | 15,390 | $2.45M | 0.26% | +950+6.6% | Added |
| Myriad Asset Management US LP | 15,343 | $2.44M | 1.33% | +15,343 | New |
| Pitcairn Co | 15,327 | $2.44M | 0.19% | −4,630−23.2% | Reduced |
| Huntleigh Advisors, Inc. | 15,325 | $2.44M | 0.42% | +1,238+8.8% | Added |
| New England Research & Management, Inc. | 15,275 | $2.43M | 1.12% | −244−1.6% | Reduced |
| Umpqua Bank | 14,892 | $2.42M | 0.68% | +451+3.1% | Added |
| IPG Investment Advisors LLC | 15,216 | $2.42M | 0.43% | +414+2.8% | Added |
| Galaxy Digital Capital Management GP LLC | 15,205 | $2.42M | 2.36% | +195+1.3% | Added |
| Capital Investment Advisory Services, LLC | 15,184 | $2.41M | 0.19% | +95+0.6% | Added |
| Ronald Blue Trust, Inc. | 15,181 | $2.41M | 0.03% | +71+0.5% | Added |
| Wolff Wiese Magana LLC | 15,152 | $2.41M | 1.36% | −54−0.4% | Reduced |
| Snowden Capital Advisors LLC | 15,114 | $2.40M | 0.07% | +673+4.7% | Added |
| Tower Research Capital LLC (TRC) | 15,094 | $2.40M | 0.07% | −19,483−56.3% | Reduced |
| Matrix Trust Co | 15,094 | $2.40M | 0.38% | −1,148−7.1% | Reduced |
| EverSource Wealth Advisors, LLC | 15,002 | $2.38M | 0.09% | −233−1.5% | Reduced |
| Evoke Wealth, LLC | 14,990 | $2.38M | 0.05% | +4,235+39.4% | Added |
| Insigneo Advisory Services, LLC | 14,976 | $2.38M | 0.17% | −135−0.9% | Reduced |
| Trust Investment Advisors | 14,955 | $2.38M | 1.34% | +130+0.9% | Added |
| Mystic Asset Management, Inc. | 14,910 | $2.37M | 0.54% | −11−0.1% | Reduced |
| Avestar Capital, LLC | 14,908 | $2.37M | 0.17% | −4,804−24.4% | Reduced |
| Waterfront Wealth Inc. | 14,882 | $2.36M | 0.48% | +108+0.7% | Added |
| AMG National Trust Bank | 14,800 | $2.35M | 0.06% | −652−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,750 | $2.34M | 0.12% | −406−2.7% | Reduced |
| Symphony Financial, Ltd. Co. | 14,858 | $2.34M | 0.29% | −673−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,695 | $2.34M | 0.03% | −325−2.2% | Reduced |
| Interchange Capital Partners, LLC | 14,695 | $2.33M | 0.46% | +1,943+15.2% | Added |
| Northcape Wealth Management, LLC | 14,647 | $2.33M | 0.68% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,566 | $2.32M | 0.04% | −10,521−41.9% | Reduced |
| TLWM | 14,546 | $2.31M | 0.42% | +755+5.5% | Added |
| Courier Capital LLC | 14,372 | $2.28M | 0.13% | −71−0.5% | Reduced |
| Trust Asset Management LLC | 14,311 | $2.27M | 0.16% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 13,878 | $2.27M | 0.08% | −2,270−14.1% | Reduced |
| XTX Topco Ltd | 14,240 | $2.26M | 0.12% | −1,615−10.2% | Reduced |
| Diligent Investors, LLC | 14,220 | $2.26M | 0.57% | +70.0% | Added |
| LS Investment Advisors, LLC | 14,165 | $2.25M | 0.32% | −735−4.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 14,125 | $2.25M | 0.52% | +50.0% | Added |
| Chesapeake Wealth Management | 14,089 | $2.24M | 0.68% | +23+0.2% | Added |
| Northstar Advisory Group, LLC | 14,062 | $2.24M | 0.91% | +11,394+427.1% | Added |
| Wellington Shields Capital Management, LLC | 14,044 | $2.23M | 0.34% | −2,657−15.9% | Reduced |
| Trust Co of Vermont | 14,039 | $2.23M | 0.10% | −262−1.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,024 | $2.23M | 0.06% | −235−1.6% | Reduced |
| TownSquare Capital, LLC | 13,973 | $2.22M | 0.34% | −4,213−23.2% | Reduced |
| Wedmont Private Capital | 14,238 | $2.22M | 0.08% | +714+5.3% | Added |
| Tocqueville Asset Management L.P. | 13,890 | $2.21M | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 13,849 | $2.20M | 0.22% | +372+2.8% | Added |
| Quadcap Wealth Management, LLC | 13,739 | $2.18M | 0.26% | −221−1.6% | Reduced |
| Quent Capital, LLC | 13,701 | $2.18M | 0.18% | +107+0.8% | Added |
| Aventura Private Wealth, LLC | 13,583 | $2.16M | 0.80% | −177−1.3% | Reduced |
| Vanguard Capital Wealth Advisors | 13,561 | $2.16M | 1.72% | +850+6.7% | Added |
| Systematic Financial Management LP | 13,500 | $2.15M | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 13,494 | $2.14M | 0.05% | +302+2.3% | Added |
| Silvercrest Asset Management Group LLC | 13,479 | $2.14M | 0.01% | +203+1.5% | Added |
| NBT Bank N A | 13,496 | $2.14M | 0.14% | −10.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,366 | $2.12M | 0.16% | +252+1.9% | Added |
| Great Diamond Partners, LLC | 13,273 | $2.11M | 0.41% | −88−0.7% | Reduced |