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: 12; −1 vs. Q2 2026
Shares held: 66.5K; −2.04K (−3.0%) vs. Q2 2026
Total value: $12.6M; −$1.74M (−12.1%) vs. Q2 2026
New holders: 1; 6 more added
Sold out: 2; 3 more reduced

2,732 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
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
Trajan Wealth LLC	–	–	–	–	Not filed
Inspire Trust Co, N.A.	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Global Wealth Management Investment Advisory, Inc.	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Elk River Wealth Management, LLC	–	–	–	–	Not filed
SkyOak Wealth, LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Hennessy Advisors Inc	–	–	–	–	Not filed
BW Gestao de Investimentos Ltda.	–	–	–	–	Not filed
First Citizens Bank & Trust Co	–	–	–	–	Not filed
Xcel Wealth Management, LLC	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
Sit Investment Associates Inc	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
Geremia Financial Services, LLC	–	–	–	–	Not filed
Fidelis Capital Partners, LLC	–	–	–	–	Not filed
Capital Investment Counsel, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
BOCHK Asset Management Ltd	–	–	–	–	Not filed
Hudson Valley Investment Advisors Inc	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Covenant Asset Management, LLC	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Morangie Management LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Madison Asset Management, LLC	–	–	–	–	Not filed
Integrated Advisors Network LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
Linscomb & Williams, Inc.	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Cary Street Partners Financial LLC	–	–	–	–	Not filed
Stokes Capital Advisors, LLC	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Elyxium Wealth, LLC	–	–	–	–	Not filed
Brasada Capital Management, LP	–	–	–	–	Not filed
Triglav Skladi, D.O.O.	–	–	–	–	Not filed
Hamilton Capital Partners Inc.	–	–	–	–	Not filed
Stock Yards Bank & Trust Co	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Commonwealth Retirement Investments LLC	–	–	–	–	Not filed
Sandy Cove Advisors, LLC	–	–	–	–	Not filed
Brentview Investment Management LLC	–	–	–	–	Not filed
Ibex Wealth Advisors	–	–	–	–	Not filed
Carret Asset Management, LLC	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
S&CO Inc	–	–	–	–	Not filed
Highland Capital Management, LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Adell Harriman & Carpenter Inc	–	–	–	–	Not filed
Greenwood Capital Associates LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Union Heritage Capital, LLC	–	–	–	–	Not filed
Financial Advisory Partners, LLC	–	–	–	–	Not filed
LMCG Investments, LLC	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
RNC Capital Management LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Glass Wealth Management Co LLC	–	–	–	–	Not filed
Generali Investments CEE, investicni spolecnost, a.s.	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Salem Investment Counselors Inc	–	–	–	–	Not filed
Scholtz & Company, LLC	–	–	–	–	Not filed
Sculati Wealth Management, LLC	–	–	–	–	Not filed
Bright Rock Capital Management, LLC	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Socorro Asset Management LP	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Smith, Salley & Associates	–	–	–	–	Not filed
HCR Wealth Advisors	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Simon Quick Advisors, LLC	–	–	–	–	Not filed
Sarasin & Partners LLP	–	–	–	–	Not filed
Catalytic Wealth RIA, LLC	–	–	–	–	Not filed