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
Elo Mutual Pension Insurance Co––––Not filed
Bridger Management, LLC––––Not filed
HB Wealth Management, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Lyell Wealth Management, LP––––Not filed
IMC-Chicago, LLC––––Not filed
Prudential PLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Mediolanum International Funds Ltd––––Not filed
Bokf, NA––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Cornerstone Advisors, LLC––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Haverford Trust Co––––Not filed
New Republic Capital, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Hartline Investment Corp––––Not filed
Allstate Corp––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Nixon Peabody Trust Co––––Not filed
TriCert Investment Counsel Inc.––––Not filed
La Banque Postale Asset Management SA––––Not filed
Gamco Investors, Inc. Et Al––––Not filed
JBF Capital, Inc.––––Not filed
Jane Street Group, LLC––––Not filed
Nomura Holdings Inc––––Not filed
Natixis––––Not filed
American Assets Investment Management, LLC––––Not filed
Howe & Rusling Inc––––Not filed
Delta Global Management LP––––Not filed
Viking Fund Management LLC––––Not filed
Avanza Fonder AB––––Not filed
Toroso Investments, LLC––––Not filed
Blue Chip Partners, Inc.––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Mizuho Securities USA LLC––––Not filed
GW Henssler & Associates Ltd––––Not filed
Knights of Columbus Asset Advisors LLC––––Not filed
Pacer Advisors, Inc.––––Not filed
Artemis Investment Management LLP––––Not filed
Connors Investor Services Inc––––Not filed
Investment Management Corp of Ontario––––Not filed
Baxter Bros Inc––––Not filed
KTF Investments, LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
Voleon Capital Management LP––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
ASR Vermogensbeheer N.V.––––Not filed
Allianz SE––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
Brinker Capital Investments, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Lowe Brockenbrough & Co Inc––––Not filed
Kinneret Advisory, LLC––––Not filed
Advisors Asset Management, Inc.––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Level Four Advisory Services, LLC––––Not filed
Saudi Central Bank––––Not filed
Venture Visionary Partners LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Rockland Trust Co––––Not filed
German American Bancorp, Inc.––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Norinchukin Bank, The––––Not filed
Banque Pictet & Cie SA––––Not filed
Savant Capital, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Ieq Capital, LLC––––Not filed
AIA Group Ltd––––Not filed
Eagle Capital Management LLC––––Not filed
McGuire Investment Group, LLC––––Not filed
Groupe la Francaise––––Not filed
Atria Investments LLC––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Fiduciary Alliance LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Park Avenue Securities LLC––––Not filed
Wesbanco Bank Inc––––Not filed
Strategic Planning Group, LLC––––Not filed
Intech Investment Management LLC––––Not filed
HM Payson & Co––––Not filed
Kentucky Retirement Systems––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Eastern Bank––––Not filed
Private Advisor Group, LLC––––Not filed
Brookstone Capital Management––––Not filed
Rokos Capital Management LLP––––Not filed
D.A. Davidson & Co.––––Not filed
Citizens Financial Group Inc––––Not filed
Westbourne Investment Advisors, Inc.––––Not filed
Guggenheim Capital LLC––––Not filed
Diversified Trust Co––––Not filed
Premier Fund Managers Ltd––––Not filed
Hartford Investment Management Co––––Not filed
New Age Alpha Advisors, LLC––––Not filed