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; 2,746 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.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: 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

Value held

Institutions holding MS and their total value by quarter
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 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
Primecap Management Co	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Tredje AP-fonden	–	–	–	–	Not filed
Atalanta Sosnoff Capital, LLC	–	–	–	–	Not filed
Lazard Freres Gestion S.A.S.	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Scotia Capital Inc.	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Todd Asset Management LLC	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Basswood Capital Management, L.L.C.	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Donaldson Capital Management, LLC	–	–	–	–	Not filed
Allspring Global Investments Holdings, LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
AMF Pensionsforsakring AB	–	–	–	–	Not filed
Hudson Bay Capital Management LP	–	–	–	–	Not filed
Rafferty Asset Management, LLC	–	–	–	–	Not filed
ABN AMRO Bank N.V.	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
Pinebridge Investments LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Mn Services Vermogensbeheer B.V.	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Czech National Bank	–	–	–	–	Not filed
Nearwater Capital Markets, Ltd	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Border to Coast Pensions Partnership Ltd	–	–	–	–	Not filed
Annex Advisory Services, LLC	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Gradient Investments LLC	–	–	–	–	Not filed
Raiffeisen Bank International AG	–	–	–	–	Not filed
Factory Mutual Insurance Co	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Groupama Asset Managment	–	–	–	–	Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Ferguson Wellman Capital Management, Inc	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
Fort Washington Investment Advisors Inc	–	–	–	–	Not filed
Badgley Phelps Wealth Managers, LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Pacific Heights Asset Management LLC	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Teewinot Capital Advisers, L.L.C.	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
PensionDanmark Pensionsforsikringsaktieselskab	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
Milford Funds Ltd	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Moody Lynn & Lieberson, LLC	–	–	–	–	Not filed
Bollard Group LLC	–	–	–	–	Not filed
Zacks Investment Management	–	–	–	–	Not filed
Chilton Investment Co LLC	–	–	–	–	Not filed
Flputnam Investment Management Co	–	–	–	–	Not filed
Point72 Asset Management, L.P.	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Danica Pension, Livsforsikringsaktieselskab	–	–	–	–	Not filed
TCW Group Inc	–	–	–	–	Not filed
Beacon Investment Advisory Services, Inc.	–	–	–	–	Not filed
Longaeva Partners L.P.	–	–	–	–	Not filed
Deroy & Devereaux Private Investment Counsel Inc	–	–	–	–	Not filed
Varma Mutual Pension Insurance Co	–	–	–	–	Not filed
Daiwa Securities Group Inc.	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Boston Trust Walden Corp	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
Heritage Investors Management Corp	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Castleark Management LLC	–	–	–	–	Not filed