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
Amica Mutual Insurance Co	–	–	–	–	Not filed
Steel Peak Wealth Management LLC	–	–	–	–	Not filed
Asio Capital, LLC	–	–	–	–	Not filed
William B. Walkup & Associates, Inc.	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Harbor Capital Advisors, Inc.	–	–	–	–	Not filed
Huntleigh Advisors, Inc.	–	–	–	–	Not filed
Redhawk Wealth Advisors, Inc.	–	–	–	–	Not filed
Canandaigua National Bank & Trust Co	–	–	–	–	Not filed
Core Alternative Capital	–	–	–	–	Not filed
Axecap Investments, LLC	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Hurley Capital, LLC	–	–	–	–	Not filed
Choate Investment Advisors	–	–	–	–	Not filed
Alaethes Wealth LLC	–	–	–	–	Not filed
BFI Infinity Ltd.	–	–	–	–	Not filed
Alcosta Capital Management, Inc.	–	–	–	–	Not filed
McKinley Carter Wealth Services, Inc.	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Capital Investment Advisors, LLC	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
Schear Investment Advisers, LLC	–	–	–	–	Not filed
Werlinich Asset Management, LLC	–	–	–	–	Not filed
Baldwin Investment Management, LLC	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
Sumitomo Life Insurance Co	–	–	–	–	Not filed
Williams Jones Wealth Management, LLC.	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
Talon Private Wealth, LLC	–	–	–	–	Not filed
SeaBridge Investment Advisors LLC	–	–	–	–	Not filed
Insight Inv LLC	–	–	–	–	Not filed
Rydar Equities, Inc.	–	–	–	–	Not filed
Lipe & Dalton	–	–	–	–	Not filed
Soros Fund Management LLCSuperinvestorSoros Fund Management	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
Crestwood Advisors Group LLC	–	–	–	–	Not filed
MainStreet Investment Advisors LLC	–	–	–	–	Not filed
Penobscot Investment Management Company, Inc.	–	–	–	–	Not filed
Bridgewater Associates, LP	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
KCM Investment Advisors LLC	–	–	–	–	Not filed
Hunter Associates Investment Management LLC	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Resources Investment Advisors, LLC.	–	–	–	–	Not filed
Donoghue Forlines LLC	–	–	–	–	Not filed
Howland Capital Management LLC	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Family Management Corp	–	–	–	–	Not filed
Ironwood Investment Counsel, LLC	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
Vestor Capital, LLC	–	–	–	–	Not filed
Prudent Man Advisors, LLC	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Oak Asset Management, LLC	–	–	–	–	Not filed
Acropolis Investment Management, LLC	–	–	–	–	Not filed
Wakefield Asset Management LLLP	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Hudson Canyon Capital Management	–	–	–	–	Not filed
Bradley Foster & Sargent Inc	–	–	–	–	Not filed
Titan Investment Management LLC	–	–	–	–	Not filed
Comprehensive Financial Consultants Institutional, Inc.	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Systematic Alpha Investments, LLC	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Somerset Trust Co	–	–	–	–	Not filed
Abbot Financial Management, Inc.	–	–	–	–	Not filed
Capital Investment Counsel, Inc	–	–	–	–	Not filed
Grimes & Company, Inc.	–	–	–	–	Not filed
Dynasty Wealth Management, LLC	–	–	–	–	Not filed
Cornerstone Planning, LLC	–	–	–	–	Not filed
Heritage Trust Co	–	–	–	–	Not filed
Harvest Investment Advisors, LLC	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Shaker Investments LLC	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Waterfront Wealth Inc.	–	–	–	–	Not filed
St. Louis Financial Planners Asset Management, LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
IFC Advisors LLC	–	–	–	–	Not filed
Cookson Peirce & Co Inc	–	–	–	–	Not filed
King Luther Capital Management Corp	–	–	–	–	Not filed
D L Carlson Investment Group Inc	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
Belpointe Asset Management LLC	–	–	–	–	Not filed
Consolidated Planning Corp	–	–	–	–	Not filed
IPG Investment Advisors LLC	–	–	–	–	Not filed
GAM Holding AG	–	–	–	–	Not filed
Graphene Investments SAS	–	–	–	–	Not filed