Skip to main content

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
Matrix Asset Advisors Inc––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
USS Investment Management Ltd––––Not filed
Camden Capital, LLC––––Not filed
Erste Asset Management GmbH––––Not filed
Peapack Gladstone Financial Corp––––Not filed
Amalgamated Bank––––Not filed
Blair William & Co––––Not filed
Ethic Inc.––––Not filed
NFJ Investment Group, LLC––––Not filed
Man Group plc––––Not filed
J.P. Marvel Investment Advisors, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Chilton Capital Management LLC––––Not filed
NEOS Investment Management LLC––––Not filed
Empowered Funds, LLC––––Not filed
Ilmarinen Mutual Pension Insurance Co––––Not filed
LVM Capital Management Ltd––––Not filed
PBU - The Pension Fund of Early Childhood & Youth Educators––––Not filed
Bailard, Inc.––––Not filed
Hosking Partners LLP––––Not filed
Pathstone Holdings, LLC––––Not filed
Capital International Inc––––Not filed
Wealthfront Advisers LLC––––Not filed
Brown Advisory Inc––––Not filed
Sapient Capital LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
Migdal Insurance & Financial Holdings Ltd.––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Assetmark, Inc––––Not filed
Midwest Trust Co––––Not filed
British Columbia Investment Management Corp––––Not filed
Conning Inc.––––Not filed
Captrust Financial Advisors––––Not filed
Maple Capital Management, Inc.––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Gabelli Funds LLC––––Not filed
Walleye Capital LLC––––Not filed
Utah Retirement Systems––––Not filed
Pinnacle Financial Partners, Inc.––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Picton Mahoney Asset Management––––Not filed
Pittenger & Anderson Inc––––Not filed
New York Life Investment Management LLC––––Not filed
Hallmark Capital Management Inc––––Not filed
BSN Capital Partners Ltd––––Not filed
Westwood Holdings Group Inc.––––Not filed
Payden & Rygel––––Not filed
Umb Bank N A––––Not filed
Sanctuary Advisors, LLC––––Not filed
Macquarie Group Ltd––––Not filed
Nissay Asset Management Corp––––Not filed
Boston Common Asset Management, LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Omers Administration Corp––––Not filed
Fred Alger Management, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Andra AP-fonden––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Abn Amro Investment Solutions––––Not filed
Panagora Asset Management Inc––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
State of Alaska, Department of Revenue––––Not filed
Generali Asset Management SPA SGR––––Not filed
Argent Trust Co––––Not filed
Mutual of America Capital Management LLC––––Not filed
Abner Herrman & Brock LLC––––Not filed
Oak Harvest Investment Services––––Not filed
Harvest Portfolios Group Inc.––––Not filed
Perpetual Ltd––––Not filed
SCS Capital Management LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Appleton Partners Inc––––Not filed
LGT Capital Partners Ltd.––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
OP Asset Management Ltd––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Yousif Capital Management, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Trexquant Investment LP––––Not filed
Telos Capital Management, Inc.––––Not filed
Jupiter Asset Management Ltd––––Not filed
Clearbridge Investments, LLC––––Not filed
Liontrust Investment Partners LLP––––Not filed
Capital Analysts, LLC––––Not filed
Covea Finance––––Not filed
HRT Financial LP––––Not filed
Apollon Wealth Management, LLC––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Nexus Investment Management ULC––––Not filed
Kovitz Investment Group Partners, LLC––––Not filed
Edgar Lomax Co––––Not filed
iA Global Asset Management Inc.––––Not filed
Copeland Capital Management, LLC––––Not filed