Morgan Stanley

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,745 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.PA MS.PE MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.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: 25; −1 vs. Q2 2026
Shares held: 557.5K; −62.2K (−10.0%) vs. Q2 2026
Total value: $104.9M; −$24.6M (−19.0%) vs. Q2 2026
New holders: 2; 8 more added
Sold out: 3; 8 more reduced

2,719 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

Value held

Institutions holding MS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,745	$281.7B
Q1 2026	2,513	$218.0B
Q4 2025	2,532	$239.4B
Q3 2025	2,265	$211.9B
Q2 2025	2,208	$190.6B
Q1 2025	2,103	$159.1B
Q4 2024	2,117	$170.9B
Q3 2024	1,874	$141.1B
Q2 2024	1,828	$131.2B
Q1 2024	1,798	$127.8B
Q4 2023	1,760	$128.3B
Q3 2023	1,670	$112.7B
Q2 2023	1,688	$118.7B
Q1 2023	1,673	$124.1B
Q4 2022	1,681	$120.2B
Q3 2022	1,585	$112.7B
Q2 2022	1,606	$109.6B
Q1 2022	1,672	$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 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Auxano Advisors, LLC	–	–	–	–	Not filed
JM2 Capital Inc.	–	–	–	–	Not filed
Summit Wealth & Retirement Planning, Inc.	–	–	–	–	Not filed
Sound Income Strategies, LLC	–	–	–	–	Not filed
Southern Financial Group, LLC	–	–	–	–	Not filed
Guilbault Capital LLC	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
Spectrum Investment Advisors, Inc.	–	–	–	–	Not filed
Wharton Business Group, LLC	–	–	–	–	Not filed
American State Bank (Iowa)	–	–	–	–	Not filed
Legacy Advisors, LLC	–	–	–	–	Not filed
QTR Family Wealth, LLC	–	–	–	–	Not filed
Karani Asset Management LLC	–	–	–	–	Not filed
Southeast Asset Advisors Inc.	–	–	–	–	Not filed
Charter Capital Management, LLC	–	–	–	–	Not filed
HBW Advisory Services LLC	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Cornerstone Advisory, LLC	–	–	–	–	Not filed
CM Wealth Advisors LLC	–	–	–	–	Not filed
Partners Wealth Management, LLC	–	–	–	–	Not filed
River Wealth Advisors LLC	–	–	–	–	Not filed
LBMC Investment Advisors, LLC	–	–	–	–	Not filed
Altus Wealth Group LLC	–	–	–	–	Not filed
Fairscale Capital, LLC	–	–	–	–	Not filed
Graves-Light Private Wealth Management, Inc.	–	–	–	–	Not filed
SLT Holdings LLC	–	–	–	–	Not filed
Univest Financial Corp	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
Elwood & Goetz Wealth Advisory Group, LLC	–	–	–	–	Not filed
Werba Rubin Papier Wealth Management	–	–	–	–	Not filed
Farmers & Merchants Trust Co of Long Beach	–	–	–	–	Not filed
Ipswich Investment Management Co., Inc.	–	–	–	–	Not filed
Intesa Sanpaolo S.p.A.	–	–	–	–	Not filed
EJMK Ventures LLC	–	–	–	–	Not filed
Vantus Wealth LLC	–	–	–	–	Not filed
Camden National Bank	–	–	–	–	Not filed
Jackson Creek Investment Advisors LLC	–	–	–	–	Not filed
Legacy Solutions, LLC	–	–	–	–	Not filed
Castle Wealth Management LLC	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
American Trust	–	–	–	–	Not filed
Winthrop Advisory Group LLC	–	–	–	–	Not filed
Leigh Baldwin & Co., LLC	–	–	–	–	Not filed
Broadleaf Partners, LLC	–	–	–	–	Not filed
Meadow Creek Wealth Advisors LLC	–	–	–	–	Not filed
Wall Street Financial Group, Inc.	–	–	–	–	Not filed
Calton & Associates, Inc.	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Impact Capital Partners LLC	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
Fell Capital Management	–	–	–	–	Not filed
Brandywine Oak Private Wealth LLC	–	–	–	–	Not filed
Maxele Advisors, LLC	–	–	–	–	Not filed
Aspen Wealth Strategies, LLC	–	–	–	–	Not filed
Amplius Wealth Advisors, LLC	–	–	–	–	Not filed
Rockingstone Advisors LLC	–	–	–	–	Not filed
Cove Private Wealth, LLC	–	–	–	–	Not filed
Brucke Financial, Inc.	–	–	–	–	Not filed
Keystone Financial Group	–	–	–	–	Not filed
Avantax Planning Partners, Inc.	–	–	–	–	Not filed
Johnson Financial Group, Inc.	–	–	–	–	Not filed
Focus Financial Network, Inc.	–	–	–	–	Not filed
Florida Financial Advisors, LLC	–	–	–	–	Not filed
Secure Asset Management, LLC	–	–	–	–	Not filed
Tiaa Trust, National Association	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
N.E.W. Advisory Services LLC	–	–	–	–	Not filed
Weaver Capital Management LLC	–	–	–	–	Not filed
Victory Financial Group, LLC	–	–	–	–	Not filed
BankPlus Wealth Management LLC	–	–	–	–	Not filed
LGT Fund Management Co Ltd.	–	–	–	–	Not filed
Strategic Financial Concepts, LLC	–	–	–	–	Not filed
Purkiss Capital Advisors LLC	–	–	–	–	Not filed
WD Rutherford LLC	–	–	–	–	Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	–	–	–	–	Not filed
Primoris Wealth Advisors, LLC	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Equitable Trust Co	–	–	–	–	Not filed
Integrated Investment Consultants, LLC	–	–	–	–	Not filed
Gilbert & Cook, Inc.	–	–	–	–	Not filed
Bouchey Financial Group Ltd	–	–	–	–	Not filed
Deseret Mutual Benefit Administrators	–	–	–	–	Not filed
Burling Wealth Partners, LLC	–	–	–	–	Not filed
New Covenant Trust Company, N.A.	–	–	–	–	Not filed
Crawford Investment Counsel Inc	–	–	–	–	Not filed
Motco	–	–	–	–	Not filed
Miller Capital Partners, Inc.	–	–	–	–	Not filed
Flynn Zito Capital Management, LLC	–	–	–	–	Not filed
Integrity Financial Corp	–	–	–	–	Not filed
Roehl & Yi Investment Advisors, LLC	–	–	–	–	Not filed
Navis Wealth Advisors, LLC	–	–	–	–	Not filed
BXM Wealth LLC	–	–	–	–	Not filed
Merrion Investment Management Co, LLC	–	–	–	–	Not filed
OneAscent Financial Services LLC	–	–	–	–	Not filed
Thrive Wealth Management, LLC	–	–	–	–	Not filed
Guardian Wealth Advisors, LLC	–	–	–	–	Not filed
Copley Financial Group, Inc.	–	–	–	–	Not filed
Doheny Asset Management	–	–	–	–	Not filed
Samalin Investment Counsel, LLC	–	–	–	–	Not filed
Horizon Wealth Management, LLC	–	–	–	–	Not filed