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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 2026

Institutional positions in Morgan Stanley as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
6
−1 vs. Q2 2026
Shares held
42.0K
−1.82K (−4.2%) vs. Q2 2026
Total value
$7.97M
−$1.18M (−12.9%) vs. Q2 2026
New holders
0
3 more added
Sold out
1
1 more reduced

2,739 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,746 institutions
Value held
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q2 2026.

Institutions holding MS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coastline Trust Co19,771$3.72M0.35%−845−4.1%Reduced
Cacti Asset Management LLC17,000$3.28M0.17%00.0%Unchanged
First Financial Bank - Trust Division4,353$818.7K0.06%+5+0.1%Added
Roxbury Financial LLC379$71.3K0.05%+1+0.3%Added
Hickory Point Bank & Trust271$51.0K0.03%00.0%Unchanged
Noble Wealth Management PBC192$36.1K0.02%+11+6.1%Added
Stonebridge Financial Group, LLC0$00.00%−993−100.0%Sold out
Mitsubishi Ufj Financial Group Inc––––Not filed
State Street Corp––––Not filed
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Geode Capital Management, LLC––––Not filed
Fisher Asset Management, LLC––––Not filed
FMR LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Capital Research Global Investors––––Not filed
Norges Bank––––Not filed
Bank of America Corp––––Not filed
Ameriprise Financial Inc––––Not filed
Goldman Sachs Group Inc––––Not filed
Northern Trust Corp––––Not filed
UBS Asset Management Americas Inc––––Not filed
UBS Group AG––––Not filed
Schroder Investment Management Group––––Not filed
Capital World Investors––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Invesco Ltd.––––Not filed
Massachusetts Financial Services Co––––Not filed
Franklin Resources Inc––––Not filed
Legal & General Group Plc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Royal Bank of Canada––––Not filed
Amundi––––Not filed
Capital International Investors––––Not filed
Bank of Montreal––––Not filed
Morgan Stanley––––Not filed
Nuveen, LLC––––Not filed
Wellington Management Group LLP––––Not filed
Boston Partners––––Not filed
Marshall Wace, LLP––––Not filed
Wells Fargo & Company––––Not filed
Voya Investment Management LLC––––Not filed
Barclays PLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Jupiter Topco LLC––––Not filed
Two Sigma Investments, LP––––Not filed
HSBC Holdings PLC––––Not filed
Canada Pension Plan Investment Board––––Not filed
Deutsche Bank AG––––Not filed
Envestnet Asset Management Inc––––Not filed
National Pension Service––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Principal Financial Group Inc––––Not filed
Axiom Investors LLC––––Not filed
Allianz Asset Management GmbH––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Citigroup Inc––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Lord, Abbett & Co. LLC––––Not filed
California Public Employees Retirement System––––Not filed
Rhumbline Advisers––––Not filed
TD Asset Management Inc––––Not filed
LPL Financial LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Raymond James Financial Inc––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
American Century Companies Inc––––Not filed
Robeco Institutional Asset Management B.V.––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Fifth Third Bancorp––––Not filed
California State Teachers Retirement System––––Not filed
Thrivent Financial for Lutherans––––Not filed
KBC Group NV––––Not filed
Stifel Financial Corp––––Not filed
FIL Ltd––––Not filed
Viking Global Investors LPSuperinvestorViking Global Investors––––Not filed
Fayez Sarofim & Co––––Not filed
CI Private Wealth, LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
New York State Common Retirement Fund––––Not filed
Qube Research & Technologies Ltd––––Not filed
Cullen Capital Management LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Winslow Capital Management, LLC––––Not filed
Acadian Asset Management LLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Natixis Advisors, L.P.––––Not filed
SG Americas Securities, LLC––––Not filed
Prudential Financial Inc––––Not filed
Bessemer Group Inc––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
Commerce Bank––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed