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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
Hamlin Capital Management, LLC––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
SEI Investments Co––––Not filed
Focused Investors LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Evercore Wealth Management, LLC––––Not filed
Aviva PLC––––Not filed
Quantinno Capital Management LP––––Not filed
Holocene Advisors, LP––––Not filed
Standard Life Aberdeen plc––––Not filed
Squarepoint Ops LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Alphinity Investment Management Pty Ltd––––Not filed
Alecta Pensionsforsakring, Omsesidigt––––Not filed
Nordea Investment Management AB––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Clark Capital Management Group, Inc.––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Ofi Invest Asset Management––––Not filed
Westfield Capital Management Co LP––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Mariner, LLC––––Not filed
New York State Teachers Retirement System––––Not filed
Pictet Asset Management Holding SA––––Not filed
AQR Capital Management LLC––––Not filed
Nomura Asset Management International Inc.––––Not filed
APG Asset Management N.V.––––Not filed
Bank of Nova Scotia––––Not filed
Danske Bank A/S––––Not filed
Swedbank AB––––Not filed
Great West Life Assurance Co––––Not filed
Storebrand Asset Management AS––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Korea Investment CORP––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Mackenzie Financial Corp––––Not filed
RBF Capital, LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
Victory Capital Management Inc––––Not filed
M&T Bank Corp––––Not filed
AustralianSuper Pty Ltd––––Not filed
Kames Capital plc––––Not filed
Swiss Life Asset Management Ltd––––Not filed
National Bank of Canada––––Not filed
Douglas Lane & Associates, LLC––––Not filed
US Bancorp––––Not filed
Samlyn Capital, LLC––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
UniSuper Management Pty Ltd––––Not filed
Retirement Systems of Alabama––––Not filed
CIBC World Markets Inc.––––Not filed
Lansforsakringar Fondforvaltning AB (publ)––––Not filed
Rathbone Brothers plc––––Not filed
State of Wisconsin Investment Board––––Not filed
Royal London Asset Management Ltd––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Asset Management One Co.,Ltd.––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Toronto Dominion Bank––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Life Cycle Investment Partners Ltd––––Not filed
Chevy Chase Trust Holdings, Inc.––––Not filed
Zurich Insurance Group Ltd––––Not filed
Susquehanna International Group, LLP––––Not filed
Truist Financial Corp––––Not filed
Banco Santander, S.A.––––Not filed
Citadel Advisors LLC––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Millennium Management LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Creative Planning––––Not filed
Woodline Partners LP––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Aristotle Capital Management, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Employees Retirement System of Texas––––Not filed
Actiam N.V.––––Not filed
Capital Advisors Inc––––Not filed
1832 Asset Management L.P.––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Agf Management Ltd––––Not filed
Treasurer of the State of North Carolina––––Not filed
Fullerton Fund Management Co Ltd.––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Nomura Asset Management Co Ltd––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Federated Hermes, Inc.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Pzena Investment Management LLC––––Not filed
Meitav Dash Investments Ltd––––Not filed
Pinnacle Associates Ltd––––Not filed
Gateway Investment Advisers LLC––––Not filed
DJE Kapital AG––––Not filed
Calamos Advisors LLC––––Not filed
Candriam Luxembourg S.C.A.––––Not filed
Nykredit A/S––––Not filed
Blue Sparrow, LLC––––Not filed
Public Employees Retirement System of Ohio––––Not filed