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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
Alley Investment Management Company, LLC––––Not filed
Burns J W & Co Inc––––Not filed
Massmutual Trust Co FSB––––Not filed
Lombard Odier Asset Management (Switzerland) SA––––Not filed
Hourglass Capital, LLC––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Vident Advisory, LLC––––Not filed
Ci Investments Inc.––––Not filed
Louisiana State Employees Retirement System––––Not filed
Sterling Capital Management LLC––––Not filed
Oliver Luxxe Assets LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Polar Capital Holdings Plc––––Not filed
New Mexico Educational Retirement Board––––Not filed
Ballentine Partners, LLC––––Not filed
Albion Financial Group––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Jupiter Wealth Management LLC––––Not filed
Empirical Finance, LLC––––Not filed
NatWest Group plc––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Montag A & Associates Inc––––Not filed
Intact Investment Management Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
FORA Capital, LLC––––Not filed
GLOBALT Investments LLC––––Not filed
Nordwand Advisors, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Oppenheimer & Co Inc––––Not filed
DCM Advisors, LLC––––Not filed
Equitable Holdings, Inc.––––Not filed
Becker Capital Management Inc––––Not filed
Coldstream Capital Management Inc––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Tradewinds, LLC.––––Not filed
Change Path, LLC––––Not filed
Walleye Trading LLC––––Not filed
Assenagon Asset Management S.A.––––Not filed
L & S Advisors Inc––––Not filed
EP Wealth Advisors, LLC––––Not filed
Iowa State Bank––––Not filed
XTX Topco Ltd––––Not filed
Brown Brothers Harriman & Co––––Not filed
Old Second National Bank of Aurora––––Not filed
AG2R la Mondiale Gestion D'Actifs––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Baugh & Associates, LLC––––Not filed
Barometer Capital Management Inc.––––Not filed
Lorne Steinberg Wealth Management Inc.––––Not filed
Private Wealth Partners, LLC––––Not filed
Advocate Group LLC––––Not filed
Consolidated Investment Group LLC––––Not filed
Interval Partners, LP––––Not filed
Aureus Asset Management, LLC––––Not filed
First National Trust Co––––Not filed
Financiere des Professionnels - Fonds d,investissement inc.––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Loomis Sayles & Co L P––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Caption Management, LLC––––Not filed
Horizon Investments, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Hoey Investments, Inc––––Not filed
Worm Capital, LLC––––Not filed
Stenger Family Office, LLC––––Not filed
Metis Global Partners, LLC––––Not filed
Artisan Partners Limited Partnership––––Not filed
LDIC Inc.––––Not filed
Plato Investment Management Ltd––––Not filed
Marvin & Palmer Associates Inc––––Not filed
Cypress Financial Planning LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Aragon Global Management, LP––––Not filed
SevenBridge Financial Group, LLC––––Not filed
Joel Isaacson & Co., LLC––––Not filed
Temasek Holdings (Private) Ltd––––Not filed
Summit Financial, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Cunning Capital Partners, LP––––Not filed
Wealthspire Advisors, LLC––––Not filed
Occidental Asset Management, LLC––––Not filed
Gotham Asset Management, LLC––––Not filed
Independent Advisor Alliance––––Not filed
Principal Street Partners, LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
White Pine Investment CO––––Not filed
EFG International AG––––Not filed
Principal Securities, Inc.––––Not filed
Sienna Gestion––––Not filed
Spence Asset Management––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Allworth Financial LP––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Fundamentun, LLC––––Not filed
E. Ohman J:or Asset Management AB––––Not filed
Greystone Financial Group, LLC––––Not filed
Jain Global LLC––––Not filed