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; 2,745 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, Q4 2025
Institutional positions in Morgan Stanley as of Dec 31, 2025. 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
- Institutional holders
- 2,533
- +318 vs. Q3 2025
- Shares held
- 1.35B
- +17.2M (+1.3%) vs. Q3 2025
- Total value
- $239.4B
- +$27.8B (+13.1%) vs. Q3 2025
- New holders
- 398
- 969 more added
- Sold out
- 80
- 837 more reduced
51 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $66.9B | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 119,718,100 | $21.3B | 0.31% | +1,361,940+1.2% | Added |
| State Street Corp | 103,854,751 | $18.4B | 0.62% | +539,544+0.5% | Added |
| BlackRock, Inc. | 95,248,897 | $16.9B | 0.29% | +1,580,688+1.7% | Added |
| JPMorgan Chase & Co | 35,714,453 | $6.34B | 0.43% | −1,698,283−4.5% | Reduced |
| Geode Capital Management, LLC | 27,070,557 | $4.79B | 0.30% | +534,708+2.0% | Added |
| FMR LLC | 26,166,591 | $4.65B | 0.24% | +1,371,421+5.5% | Added |
| Fisher Asset Management, LLC | 25,018,335 | $4.44B | 1.52% | +524,189+2.1% | Added |
| Capital International Investors | 20,544,097 | $3.65B | 0.57% | −6,777,117−24.8% | Reduced |
| Bank of America Corp | 16,239,143 | $2.88B | 0.21% | −602,956−3.6% | Reduced |
| Wellington Management Group LLP | 15,852,651 | $2.81B | 0.49% | −2,880,247−15.4% | Reduced |
| Capital Research Global Investors | 15,432,313 | $2.74B | 0.51% | −3,816,598−19.8% | Reduced |
| Norges Bank | 15,415,129 | $2.74B | 0.29% | +15,415,129 | New |
| Goldman Sachs Group Inc | 15,211,727 | $2.70B | 0.38% | +243,254+1.6% | Added |
| Price T Rowe Associates Inc | 14,917,776 | $2.65B | 0.29% | +3,364,080+29.1% | Added |
| Ameriprise Financial Inc | 14,181,661 | $2.52B | 0.57% | −78,989−0.6% | Reduced |
| Northern Trust Corp | 12,814,113 | $2.27B | 0.29% | −149,299−1.2% | Reduced |
| Massachusetts Financial Services Co | 12,458,302 | $2.21B | 0.71% | −998,912−7.4% | Reduced |
| UBS Group AG | 10,642,269 | $1.89B | 0.37% | +309,411+3.0% | Added |
| Schroder Investment Management Group | 10,302,528 | $1.83B | 1.39% | +590,457+6.1% | Added |
| Charles Schwab Investment Management Inc | 9,857,800 | $1.75B | 0.27% | −823,173−7.7% | Reduced |
| Bank of New York Mellon Corp | 9,371,513 | $1.66B | 0.29% | +712,595+8.2% | Added |
| UBS Asset Management Americas Inc | 9,171,655 | $1.63B | 0.34% | +83,472+0.9% | Added |
| Royal Bank of Canada | 9,034,773 | $1.60B | 0.28% | +1,235,992+15.8% | Added |
| Franklin Resources Inc | 8,766,408 | $1.56B | 0.38% | −322,406−3.5% | Reduced |
| Legal & General Group Plc | 8,261,749 | $1.47B | 0.33% | −149,586−1.8% | Reduced |
| Invesco Ltd. | 7,194,677 | $1.28B | 0.12% | −1,888,903−20.8% | Reduced |
| Dimensional Fund Advisors LP | 7,170,017 | $1.27B | 0.27% | −986,600−12.1% | Reduced |
| Bank of Montreal | 6,638,226 | $1.18B | 0.48% | +225,829+3.5% | Added |
| Amundi | 6,326,385 | $1.12B | 0.31% | +558,552+9.7% | Added |
| Morgan Stanley | 6,094,734 | $1.08B | 0.06% | −55,464−0.9% | Reduced |
| Nuveen, LLC | 5,413,255 | $961.0M | 0.25% | −246,753−4.4% | Reduced |
| Citadel Advisors LLC | 5,162,394 | $916.5M | 0.62% | +1,674,173+48.0% | Added |
| Wells Fargo & Company | 4,225,369 | $750.1M | 0.15% | +460,688+12.2% | Added |
| Janus Henderson Group PLC | 4,176,949 | $741.5M | 0.33% | −612,377−12.8% | Reduced |
| Deutsche Bank AG | 4,003,926 | $710.8M | 0.23% | −6,795−0.2% | Reduced |
| Boston Partners | 3,807,048 | $676.9M | 0.70% | −223,919−5.6% | Reduced |
| Axiom Investors LLC | 3,600,059 | $639.1M | 5.61% | −203,905−5.4% | Reduced |
| Barclays PLC | 3,598,399 | $638.8M | 0.26% | −623,637−14.8% | Reduced |
| Voya Investment Management LLC | 3,557,792 | $631.6M | 0.62% | +108,626+3.1% | Added |
| HSBC Holdings PLC | 3,510,340 | $623.8M | 0.35% | +550,589+18.6% | Added |
| Alliancebernstein L.P. | 3,204,090 | $568.8M | 0.18% | +700,598+28.0% | Added |
| Principal Financial Group Inc | 3,149,329 | $559.1M | 0.29% | −498,498−13.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,898,081 | $514.5M | 0.33% | −369,559−11.3% | Reduced |
| National Pension Service | 2,829,303 | $502.3M | 0.37% | +163,227+6.1% | Added |
| Envestnet Asset Management Inc | 2,809,232 | $498.7M | 0.15% | −111,745−3.8% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,734,485 | $485.5M | 4.91% | −414,049−13.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,682,122 | $476.2M | 0.28% | −107,529−3.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,509,180 | $456.4M | 0.31% | +123,407+5.2% | Added |
| The PNC Financial Services Group, Inc. | 2,424,435 | $430.4M | 0.24% | −15,936−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,358,594 | $418.9M | 0.34% | −1,399,033−37.2% | Reduced |
| Canada Pension Plan Investment Board | 2,308,502 | $409.8M | 0.27% | −27,278−1.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,298,004 | $408.0M | 1.25% | −9330.0% | Reduced |
| Allianz Asset Management GmbH | 2,287,307 | $406.1M | 0.46% | +259,375+12.8% | Added |
| Neuberger Berman Group LLC | 2,275,708 | $404.0M | 0.30% | −81,886−3.5% | Reduced |
| Millennium Management LLC | 2,275,184 | $403.9M | 0.29% | −1,247,043−35.4% | Reduced |
| Balyasny Asset Management LLC | 2,234,175 | $396.6M | 0.74% | +1,767,506+378.7% | Added |
| FIL Ltd | 2,206,917 | $391.8M | 0.29% | +135,081+6.5% | Added |
| Rhumbline Advisers | 2,184,870 | $387.9M | 0.31% | −54,669−2.4% | Reduced |
| California Public Employees Retirement System | 2,135,228 | $379.1M | 0.22% | +69,910+3.4% | Added |
| Public Employees Retirement Association of Colorado | 2,009,091 | $356.7M | 1.31% | +133,595+7.1% | Added |
| Qube Research & Technologies Ltd | 1,955,992 | $347.2M | 0.50% | +629,600+47.5% | Added |
| Raymond James Financial Inc | 1,952,638 | $346.7M | 0.11% | −61,801−3.1% | Reduced |
| LPL Financial LLC | 1,929,475 | $342.5M | 0.09% | −14,213−0.7% | Reduced |
| California State Teachers Retirement System | 1,850,246 | $328.5M | 0.33% | −6,435−0.3% | Reduced |
| KBC Group NV | 1,811,371 | $321.6M | 0.73% | +35,289+2.0% | Added |
| Prudential Financial Inc | 1,739,300 | $308.8M | 0.37% | +199,376+12.9% | Added |
| Marshall Wace, LLP | 1,733,867 | $307.8M | 0.30% | −1,199,737−40.9% | Reduced |
| Holocene Advisors, LP | 1,729,735 | $307.1M | 0.65% | +1,276,274+281.5% | Added |
| Ensign Peak Advisors, Inc | 1,715,426 | $304.5M | 0.54% | −259,970−13.2% | Reduced |
| Fayez Sarofim & Co | 1,668,931 | $296.3M | 0.71% | −134,942−7.5% | Reduced |
| Stifel Financial Corp | 1,636,077 | $290.5M | 0.26% | +26,652+1.7% | Added |
| New York State Common Retirement Fund | 1,556,555 | $276.3M | 0.37% | −13,700−0.9% | Reduced |
| Fifth Third Bancorp | 1,533,317 | $272.2M | 0.86% | +1,881+0.1% | Added |
| HighTower Advisors, LLC | 1,541,454 | $269.2M | 0.29% | +14,592+1.0% | Added |
| Cullen Capital Management LLC | 1,504,927 | $267.2M | 2.92% | −57,665−3.7% | Reduced |
| Citigroup Inc | 1,504,718 | $267.1M | 0.18% | −710,879−32.1% | Reduced |
| Samlyn Capital, LLC | 1,493,069 | $265.1M | 4.23% | +1,238,497+486.5% | Added |
| CI Private Wealth, LLC | 1,505,907 | $263.0M | 0.36% | +217,691+16.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,433,451 | $254.6M | 0.29% | +1,104,493+335.8% | Added |
| Thrivent Financial for Lutherans | 1,406,495 | $249.7M | 0.44% | +1,348,683+2,332.9% | Added |
| Hamlin Capital Management, LLC | 1,396,357 | $247.9M | 5.94% | −117,044−7.7% | Reduced |
| Bessemer Group Inc | 1,367,726 | $242.8M | 0.37% | −51,875−3.7% | Reduced |
| 1832 Asset Management L.P. | 1,300,524 | $230.9M | 0.29% | +300,233+30.0% | Added |
| Focused Investors LLC | 1,258,950 | $223.5M | 7.12% | −42,550−3.3% | Reduced |
| Evercore Wealth Management, LLC | 1,216,602 | $216.0M | 3.16% | −27,530−2.2% | Reduced |
| Commerce Bank | 1,159,874 | $205.9M | 1.14% | −6,004−0.5% | Reduced |
| Standard Life Aberdeen plc | 1,120,122 | $198.9M | 0.31% | −19,938−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,123,672 | $198.3M | 0.32% | +10,989+1.0% | Added |
| Two Sigma Investments, LP | 1,116,813 | $198.3M | 0.30% | −118,156−9.6% | Reduced |
| Jane Street Group, LLC | 1,113,961 | $197.8M | 0.23% | +778,251+231.8% | Added |
| American Century Companies Inc | 1,101,293 | $195.5M | 0.10% | +87,704+8.7% | Added |
| Nomura Asset Management International Inc. | 1,076,158 | $191.1M | 0.29% | +1,076,158 | New |
| Clark Capital Management Group, Inc. | 1,072,718 | $190.4M | 1.17% | +99,078+10.2% | Added |
| Two Sigma Advisers, LP | 1,069,000 | $189.8M | 0.37% | +45,164+4.4% | Added |
| Blue Sparrow, LLC | 1,066,701 | $189.4M | 3.57% | +1,066,701 | New |
| Natixis Advisors, L.P. | 1,059,010 | $188.0M | 0.27% | +3,871+0.4% | Added |
| Aviva PLC | 1,056,402 | $187.5M | 0.32% | +56,541+5.7% | Added |
| State Board of Administration of Florida Retirement System | 1,034,738 | $183.7M | 0.33% | −27,271−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 971,456 | $182.5M | 0.25% | −8,407−0.9% | Reduced |