# MORGAN STANLEY (MS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MS/

- Reporting holders: 116
- Reported value: $715.7M
- Held through calls: 0.0%
- Held through puts: 0.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $220.0M | 1,169,699 | 5.4% | 14 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $127.3M | 676,771 | 1.7% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $55.2M | 293,236 | 0.8% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $54.1M | 287,906 | 0.6% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $34.3M | 182,126 | 0.5% | 12 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $31.4M | 167,020 | 1.8% | 24 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $16.4M | 87,440 | 0.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $16.3M | 86,727 | 0.4% | 24 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $13.4M | 71,204 | 0.2% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $11.6M | 61,523 | 0.3% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $10.0M | 53,406 | 1.7% | 29 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $7.8M | 41,646 | 0.3% | 12 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $7.1M | 37,654 | 1.9% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.0M | 37,447 | 0.0% | 16 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $6.8M | 36,171 | 1.5% | 4 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $5.8M | 31,000 | 1.1% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.1M | 22,059 | 0.3% | 32 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $3.8M | 20,100 | 1.5% | 12 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $3.7M | 19,771 | 0.3% | 23 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.7M | 19,692 | 0.1% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.7M | 19,407 | 0.3% | 20 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $3.3M | 17,000 | 0.2% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $3.2M | 17,157 | 0.1% | 27 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $3.1M | 16,732 | 0.2% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.0M | 15,935 | 0.1% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 116 | $715.7M |
| Q2 2026 | 2,753 | $315.4B |
| Q1 2026 | 2,501 | $227.2B |
| Q4 2025 | 2,541 | $248.2B |
| Q3 2025 | 2,282 | $226.3B |
| Q2 2025 | 2,227 | $199.4B |
| Q1 2025 | 2,113 | $166.1B |
| Q4 2024 | 2,133 | $179.0B |
| Q3 2024 | 1,896 | $152.7B |
| Q2 2024 | 1,843 | $143.1B |
| Q1 2024 | 1,817 | $141.6B |
| Q4 2023 | 1,786 | $143.3B |