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Who Owns Morgan Stanley

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Morgan Stanley.

Who crossed 5% of MS →
Managers holding
111
as of 2026-09-30
Reported value
$849.8M
summed across filings
Shares held
4.5M
Added vs trimmed
37 / 43
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Hamlin Capital Management, LLCCOM NEW1.2M shtrimmed$220M
Douglas Lane & Associates, LLCCOMMON676.8K shtrimmed$127.3M
Border to Coast Pensions Partnership LtdCommon Stock372.1K shadded$69.9M
Mn Services Vermogensbeheer B.V.COM NEW351K shadded$66M
Gradient Investments LLCCOM NEW293.2K shtrimmed$55.2M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM287.9K shtrimmed$54.1M
SAPIENT CAPITAL LLCCOM NEW182.1K shadded$34.3M
VALLEY WEALTH MANAGERS, INC.Stock167K shadded$31.4M
Artemis Investment Management LLPCOM NEW87.4K shtrimmed$16.4M
Venture Visionary Partners LLCCOM NEW86.7K shadded$16.3M
EASTERN BANKCOM NEW71.2K shadded$13.4M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock61.5K shtrimmed$11.6M
Iowa State BankCom53.4K shadded$10M
GAMMA Investing LLCCommon Stock41.6K shadded$7.8M
Westwind CapitalStock39.8K shtrimmed$7.5M
CYPRESS FINANCIAL PLANNING LLCCOM NEW37.7K shtrimmed$7.1M
Farther Finance Advisors, LLCStock37.4K shadded$7M
Stokes Capital Advisors, LLCCOM NEW36.2K shtrimmed$6.8M
BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM NEW31K shheld$5.8M
YHB Investment Advisors, Inc.COM NEW22.1K shtrimmed$4.1M
Werlinich Asset Management, LLCCOM NEW20.1K shheld$3.8M
Avidian Wealth Enterprises, LLCCOM NEW19.7K shtrimmed$3.7M
CANANDAIGUA NATIONAL BANK & TRUST COCom19.4K shtrimmed$3.7M
Acropolis Investment Management, LLCCOM NEW17.2K shtrimmed$3.2M
TOMPKINS FINANCIAL CORPCOM NEW16.7K sh—$3.1M
Wedmont Private CapitalCOM NEW15.9K shadded$3M
LifeGoal Investments, LLCCOM NEW14.8K sh—$2.8M
HALL LAURIE J TRUSTEEEquities14.6K shheld$2.8M
Valeo Financial Advisors, LLCStock14.3K shtrimmed$2.7M
TLWMCOM NEW11.9K shtrimmed$2.2M
Everhart Financial Group, Inc.COM NEW11.7K shadded$2.2M
MOODY NATIONAL BANK TRUST DIVISIONCOM NEW11.7K shtrimmed$2.2M
Central Pacific Bank - Trust DivisionCOM NEW11K shtrimmed$2.1M
Vann Equity Management LLCCOM NEW10.7K shadded$2M
ROCKLAND TRUST COCOM NEW9.8K shtrimmed$1.8M
Matrix Trust CoCOM NEW9.7K shheld$1.8M
Shulman DeMeo Asset Management LLCCOM NEW7.9K shtrimmed$1.5M
Cooper Financial GroupCOM NEW7.9K shadded$1.5M
LAWOOD & COCommon Stock7.6K shtrimmed$1.4M
Breakwater Capital GroupCOM NEW7.5K shtrimmed$1.4M
Grove Bank & TrustCOM NEW7.4K shheld$1.4M
Apella Capital, LLCCOM NEW6.7K shadded$1.3M
Investors Research CorpCOM NEW6.6K shtrimmed$1.2M
Hamilton Capital, LLCCOM NEW6.4K shadded$1.2M
Wealth Science Advisors LLCCOM NEW5.3K shtrimmed$1M
Bank of New HampshireCOM NEW4.9K shtrimmed$918K
JUNCTURE WEALTH STRATEGIES, LLCCOM NEW4.5K shadded$839.4K
CONGRESS ASSET MANAGEMENT COCOM4.2K shtrimmed$794.1K
Rosenberg Matthew HamiltonStock4.1K shadded$773.8K
Castleview Partners, LLCCOM NEW4.1K shadded$770.3K
Whalen Wealth Management Inc.COM NEW4K shtrimmed$744.6K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM NEW3.8K shheld$710.4K
INSPIRION WEALTH ADVISORS, LLCCOM NEW3.8K shheld$706.2K
Bullock Wealth Management GroupStock3.7K shtrimmed$690.8K
PARK NATIONAL CORP /OH/Com3.5K shtrimmed$654.3K
AMERICAN NATIONAL BANK & TRUSTCOM NEW3.1K shtrimmed$587.8K
Tactive Advisors, LLCCOM NEW3K shtrimmed$571.2K
New Covenant Trust Company, N.A.COM NEW2.9K shadded$551.8K
Sound Income Strategies, LLCCOM NEW2.8K shtrimmed$533.1K
CoreCap Advisors, LLCStock2.8K shadded$528.3K
Graves Light Lenhart Wealth, Inc.COM NEW2.8K shheld$524.7K
FELL CAPITAL MANAGEMENT /ADVCOM NEW2.7K shheld$502.2K
LEGACY SOLUTIONS, LLCCOM NEW2.6K shtrimmed$492.3K
Veracity Capital LLCCOM NEW2.6K shadded$484.2K
Montz Harcus Wealth Management LLCCOM NEW2.3K shadded$431.7K
Kaizen Financial StrategiesCOM NEW2.3K shadded$428.6K
Mirador Capital Partners LPCOM NEW2.1K shtrimmed$398.7K
Bangor Savings BankCOM NEW2.1K shheld$388.6K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM NEW2K shtrimmed$382K
Investment Partners Asset Management, Inc.COM NEW2K shheld$376.9K
Balefire, LLCCOM NEW2K shtrimmed$370K
NEVILLE RODIE & SHAW INCCOM1.9K shheld$362K
Canandaigua National Trust Co of FloridaCom1.9K shadded$361.3K
Allen Mooney & Barnes Investment Advisors LLCStock1.9K shtrimmed$359.9K
TITLEIST ASSET MANAGEMENT, LLCCOM NEW1.9K shadded$354.2K
RIVERSEDGE ADVISORS, LLCCOM NEW1.9K shadded$348.9K
CHAPIN DAVIS, INC.COM NEW1.8K shadded$338.3K
Quintet Private Bank (Europe) S.A.COM NEW1.7K sh—$317.5K
CENTRAL BANK & TRUST COEquities1.7K shtrimmed$316.4K
DIVERSIFIED MANAGEMENT INCCOM NEW1.7K shadded$313.9K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW1.6K shadded$308.2K
ARMSTRONG ADVISORY GROUP, INCCOM NEW1.6K shheld$308.2K
ARGUS INVESTORS' COUNSEL, INC.COM1.5K shheld$274.6K
Aletheian Wealth Advisors LLCCOM NEW1.4K shadded$268.8K
Dakota Community Bank & Trust NACOM NEW1.4K shheld$256.2K
RVW Wealth, LLCCOM NEW1.3K shadded$253K
City Center Advisors, LLCCOM NEW1.3K sh—$246.8K
Sunburst Financial Group, LLCCOM NEW1.2K shheld$230.6K
Worth Asset Management, LLCStock1.2K shtrimmed$222.3K
Friday FinancialCOM NEW1.2K shadded$220.3K
Kearns & Associates LLCCOM NEW1.1K shtrimmed$211.6K
DAVIDSON TRUST COEquities1.1K shheld$209.1K
Vilga Financial Planning LLCCOM NEW1.1K shadded$203.5K
General Partner, Inc.CL1.1K shheld$198.8K
Trust CoStock790 shadded$148.6K
GK Wealth Management LLCCOM NEW776 shtrimmed$145.8K
Horrell Capital Management, Inc.COM NEW583 shheld$109.7K
Wealth Enhancement Trust Services, Inc.COM NEW474 shtrimmed$89.2K
ELEVATION WEALTH PARTNERS, LLCCOM NEW410 shadded$77.1K
FIRST COMMUNITY TRUST NACOM NEW373 shheld$70.2K
Byrne Asset Management LLCCOM359 shheld$67.5K
Davis Capital ManagementStock312 shadded$58.7K
Paladin Partners, LLCStock289 shheld$54.4K
Bank & Trust CoCOM NEW265 shheld$49.8K
Olistico Wealth, LLCStock154 shheld$29K
Marquette Asset Management, LLCCOM NEW129 shheld$24.3K
ATWOOD & PALMER INCCOM85 shtrimmed$16K
Retirement Wealth Solutions LLCCOM NEW85 shtrimmed$16K
Pacifica Partners Inc.COM NEW82 shheld$15.4K
TOTH FINANCIAL ADVISORY CORPCOM NEW47 shadded$8.8K
ACIMA PRIVATE WEALTH, LLCStock26 shheld$4.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MS

Company overviewEverything on MS in one place, with the price.SEC filingsWhat MS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MS's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold MS, and how big a bet.LobbyingWhat MS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on MS's account, and who they worked for.PatentsWhat MS is filing at the patent office.AircraftThe jets on MS's registration.

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