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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

Q4 2025 vs. Q3 2025

How the institutions holding Morgan Stanley changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of MS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2,266512,533+318
Shares1.33B1.66M1.35B+17.2M (+1.3%)
Value$211.9B$264.5M$239.4B+$27.8B (+13.1%)

51 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (398)

Institutions that held Morgan Stanley at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 398 by value.

Institutions new to MS in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank15,415,129$2.74B0.29%
Nomura Asset Management International Inc.1,076,158$191.1M0.29%
Blue Sparrow, LLC1,066,701$189.4M3.57%
Alyeska Investment Group, L.P.813,389$144.4M0.41%
Zurich Insurance Group Ltd786,539$139.6M0.97%
PFA Pension, Forsikringsaktieselskab646,765$115.8M0.33%
Eurizon Capital SGR S.p.A.530,531$94.3M0.29%
Freestone Grove Partners LP410,395$72.9M0.53%
Pinebridge Investments LLC322,364$57.2M0.42%
Life Cycle Investment Partners Ltd312,422$55.5M0.39%
Border to Coast Pensions Partnership Ltd253,340$45.1M0.78%
PensionDanmark Pensionsforsikringsaktieselskab224,850$39.9M0.36%
CIBC World Markets Corp167,654$29.8M0.15%
Glenmede Trust Co NA152,139$27.0M0.13%
PBU - The Pension Fund of Early Childhood & Youth Educators146,745$26.1M0.38%
Pinnacle Financial Partners, Inc.145,712$25.9M0.20%
Longaeva Partners L.P.142,929$25.4M3.02%
Trivest Advisors Ltd96,700$17.2M0.78%
Osmosis Investment Management UK Ltd92,218$16.4M0.41%
KTF Investments, LLC89,815$15.9M2.62%
Twinbeech Capital LP84,258$15.0M1.06%
FJ Capital Management LLC74,759$13.3M1.47%
Concentric Capital Strategies, LP74,574$13.2M0.69%
Wealth High Governance Asset Management Ltda.73,231$13.0M2.32%
OpenArc Corporate Advisory, LLC69,968$12.4M0.21%
Polar Capital Holdings Plc67,532$12.0M0.05%
Simplex Trading, LLC67,226$11.9M0.34%
Premier Fund Managers Ltd62,200$11.1M0.64%
Laird Norton Trust Company, LLC60,284$10.7M0.22%
University of Texas/Texas Am Investment Managment Co47,203$8.38M1.18%
BW Gestao de Investimentos Ltda.46,945$8.33M0.29%
Pinnbrook Capital Management LP46,839$8.32M2.15%
Wealth High Governance Capital Ltda46,769$8.30M2.43%
EP Wealth Advisors, LLC44,055$7.82M0.04%
North Dakota State Investment Board39,442$7.00M0.26%
Walleye Trading LLC34,520$6.13M0.10%
L & S Advisors Inc33,211$5.90M0.54%
Sciencast Management LP32,919$5.84M0.81%
Aquatic Capital Management LLC32,267$5.73M0.16%
VMS Asset Management Limited31,900$5.66M2.18%
IMC-Chicago, LLC30,327$5.38M0.09%
EFG International AG29,910$5.31M0.10%
Myriad Asset Management Advisors LLC28,520$5.06M1.56%
Arrow Capital Pty Ltd25,000$4.44M4.25%
Meridian Wealth Advisors, LLC24,959$4.43M0.61%
Trexquant Investment LP24,904$4.42M0.04%
Lighthouse Financial Services Inc23,109$4.10M0.94%
Alcosta Capital Management, Inc.22,898$4.07M2.56%
Sit Investment Associates Inc21,305$3.78M0.07%
ISAM Funds (UK) Ltd20,851$3.70M1.33%
MidFirst Bank20,584$3.65M0.29%
Cornerstone Planning, LLC20,302$3.62M0.84%
Stokes Capital Advisors, LLC20,195$3.59M0.82%
Andra AP-fonden19,597$3.48M0.04%
Fideuram Asset Management (Ireland) dac26,570$3.47M0.28%
Aigen Investment Management, LP19,281$3.42M0.79%
SHP Wealth Management18,337$3.26M0.25%
Mach-1 Financial Group, Inc.17,493$3.11M0.64%
Optiver Holding B.V.17,322$3.08M0.06%
St. Louis Financial Planners Asset Management, LLC16,166$2.87M1.76%
Bright Rock Capital Management, LLC16,000$2.84M0.56%
BDF-Gestion15,938$2.83M0.35%
Machina Capital S.A.S.15,808$2.81M0.54%
Headlands Technologies LLC15,356$2.73M0.23%
Meadowbrook Advisors Group, LLC15,322$2.72M1.52%
Engineers Gate Manager LP15,025$2.67M0.03%
Bridgewater Associates, LP13,283$2.36M0.01%
Axecap Investments, LLC13,268$2.36M1.45%
Center for Wealth Management Advisory13,017$2.31M1.70%
WCG Wealth Advisors LLC12,668$2.25M0.06%
Tounjian Advisory Partners, LLC12,560$2.23M0.76%
Dynamic Technology Lab Private Ltd12,254$2.17M0.49%
Fox Run Management, L.L.C.11,913$2.11M0.33%
North Dallas Bank & Trust Co11,528$2.05M1.33%
Quantitative Investment Management, LLC11,305$2.01M0.20%
Evolve Private Wealth, LLC11,053$1.96M0.12%
Sagewood Asset Management LP10,765$1.91M0.68%
Abacus Wealth Partners, LLC10,543$1.87M0.18%
Integrated Quantitative Investments LLC9,548$1.70M0.36%
71 West Capital Partners9,387$1.67M0.08%
Mosley Wealth Management10,637$1.66M0.76%
Teucrium Investment Advisors, LLC9,144$1.62M1.78%
Wiregrass Investment Management LLC8,933$1.59M1.33%
Axq Capital, LP8,742$1.55M0.35%
Bridgefront Capital, LLC8,559$1.52M0.38%
Verdad Advisers, LP8,300$1.47M1.69%
Parr McKnight Wealth Management Group, LLC8,006$1.42M0.19%
SG Trading Solutions, LLC7,918$1.41M0.33%
Tandem Capital Management Corp7,916$1.41M0.64%
Lawood & Co7,871$1.40M1.32%
Heartland Bank & Trust Co7,488$1.33M0.56%
Westco Advisory Services Inc7,345$1.30M0.80%
Bluefin Capital Management, LLC7,100$1.26M0.35%
BOCHK Asset Management Ltd7,100$1.26M0.34%
Marble Wealth, LLC7,081$1.26M0.17%
Evansbrook LLC7,016$1.25M0.83%
Frec Markets, Inc.7,013$1.25M0.36%
Bamco Inc6,600$1.17M0.00%
Alliance Private Wealth, LLC6,274$1.15M0.40%
Hamilton Capital, LLC6,445$1.14M0.06%

Sold out (80)

Institutions that held Morgan Stanley at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of MS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Nearwater Capital Markets, Ltd916,809$145.7M
Menora Mivtachim Holdings Ltd.527,449$83.8M
Achmea Investment Management B.V.265,884$42.3M
Empowered Funds, LLC226,442$36.0M
Azora Capital LP205,630$32.7M
Jain Global LLC94,433$15.0M
Caxton Associates LLP61,636$9.80M
Morningstar Investment Management LLC60,719$9.65M
Ossiam50,261$7.99M
Weiss Asset Management LP31,136$4.95M
Capital International Ltd29,070$4.62M
Mirabella Financial Services LLP18,925$3.00M
Pitcairn Co15,327$2.44M
Virtus Investment Advisers, Inc.12,855$2.04M
Brighton Jones LLC12,711$2.02M
MMBG Investment Advisors Co.12,065$1.92M
International Assets Investment Management, LLC10,595$1.49M
Sienna Gestion9,346$1.35M
Capital Group Investment Management Pte. Ltd.6,616$1.05M
Carlson Capital L P6,500$1.03M
Symmetry Investments LP6,360$1.01M
Roberts Capital Advisors, LLC5,915$940.2K
Diametric Capital, LP5,897$937.4K
Red Lighthouse Investment Management, LLC5,283$839.8K
Two Sigma Securities, LLC4,508$716.6K
GFG Capital, LLC4,198$667.3K
Knollwood Investment Advisory, LLC4,181$664.6K
EHP Funds Inc.4,141$658.3K
Arete Wealth Advisors, LLC4,015$641.0K
Summit Wealth Group LLC7,198$587.9K
CMT Capital Markets Trading GmbH3,694$587.0K
Humankind Investments LLC2,941$467.5K
SIH Partners, LLLP2,546$404.7K
Requisite Capital Management, LLC2,470$392.6K
denkapparat Operations GmbH2,430$386.3K
Stevens Capital Management LP2,419$385.0K
Almanack Investment Partners, LLC.2,418$384.4K
ClearAlpha Technologies LP2,337$371.5K
Quantessence Capital LLC2,329$370.2K
Strategic Financial Concepts, LLC2,315$368.1K
Zevin Asset Management LLC2,034$323.0K
Longboard Asset Management, LP1,796$285.5K
Consolidated Portfolio Review Corp1,779$282.8K
LifeWealth Investments, LLC1,719$273.3K
Garden State Investment Advisory Services LLC1,698$270.0K
Real Talk Capital, LLC1,691$268.8K
CTC Alternative Strategies, Ltd.1,600$254.3K
Blue Barn Wealth, LLC1,568$249.2K
National Wealth Management Group, LLC1,537$244.3K
Whelan Financial1,530$243.2K
Meadowbrook Wealth Management, LLC1,492$237.2K
National Philanthropic Trust1,339$212.8K
World Equity Group, Inc.1,342$212.1K
Carter Financial Group, INC.1,284$204.1K
GPS Wealth Strategies Group, LLC1,284$204.0K
Helium Advisors LLC1,282$203.7K
Alpine Bank Wealth Management1,050$166.9K
Future Financial Wealth Managment LLC1,000$159.0K
Financial Life Planners899$143.0K
Grey Fox Wealth Advisors, LLC479$76.2K
Tortoise Investment Management, LLC406$64.6K
North Capital, Inc.406$64.5K
Crowley Wealth Management, Inc.273$43.4K
Hopwood Financial Services, Inc.264$42.0K
Cloud Capital Management, LLC252$40.0K
Main Street Group, LTD239$38.0K
Painted Porch Advisors LLC231$36.7K
Strive Asset Management, LLC216$34.3K
Family Legacy Financial Solutions, LLC213$33.8K
Heartwood Wealth Advisors LLC125$19.9K
Sofos Investments, Inc.87$13.9K
Mma Asset Management LLC81$12.9K
University of Illinois Foundation75$12.0K
JDM Financial Group LLC38$6.04K
Perritt Capital Management Inc14$2.23K
Evergreen Private Wealth LLC14$2.23K
Strengthening Families & Communities, LLC8$1.29K
Centerpoint Advisors, LLC7$1.00K
Sellwood Investment Partners LLC5$795
CGC Financial Services, LLC5$795

Not filed for Q4 2025 yet (51)

Institutions that held Morgan Stanley at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.367,386$58.4M
Pinebridge Investments, L.P.354,676$56.4M
CIBC Bancorp USA Inc.166,854$26.5M
Glenmede Investment Management, LP143,625$22.8M
Point72 Europe (London) LLP107,016$17.0M
Stonegate Investment Group, LLC101,602$16.2M
Pinnacle Financial Partners Inc76,395$12.1M
Synovus Financial Corp64,672$10.3M
Cubist Systematic Strategies, LLC44,710$7.11M
Point72 Asia (Singapore) Pte. Ltd.42,295$6.72M
Wetherby Asset Management Inc38,657$6.14M
Shorepoint Capital Partners LLC35,060$5.57M
Moloney Securities Asset Management, LLC18,797$2.99M
Eisler Capital Management Ltd.15,254$2.46M
Bard Financial Services, Inc.12,180$1.94M
Texas Capital Bancshares Inc5,832$927.1K
Financial Advisors, LLC5,706$907.1K
Stonegate Management LLC5,500$874.3K
West Oak Capital, LLC4,515$717.7K
Siligmueller & Norvid Wealth Advisors LLC3,216$511.2K
Watts Gwilliam & Co., LLC3,090$491.2K
Shell Asset Management Co3,049$485.0K
Amica Retiree Medical Trust2,876$457.0K
Lokken Investment Group LLC2,590$411.6K
SPC Financial, Inc.2,550$405.3K
Hemington Wealth Management2,442$388.0K
Apexium Financial, LP2,427$385.8K
Gitterman Wealth Management, LLC2,365$375.9K
First Affirmative Financial Network2,311$367.4K
Gries Financial LLC2,278$362.1K
Binnacle Investments Inc2,193$348.6K
Willow Creek Wealth Management Inc.2,157$342.9K
Sterling Financial Group, Inc.1,817$288.8K
Masso Torrence Wealth Management Inc.1,601$254.5K
First National Corp1,594$250.2K
FCG Investment Co1,527$242.7K
Burt Wealth Advisors1,505$239.2K
Wolverine Trading, LLC1,425$229.7K
Wells Trecaso Financial Group, LLC1,412$224.5K
LexAurum Advisors, LLC1,348$214.3K
L.M. Kohn & Company1,300$206.6K
Aletheian Wealth Advisors LLC1,274$202.5K
Full Sail Capital, LLC1,273$202.4K
Creekmur Asset Management LLC1,025$162.9K
Optimum Investment Advisors800$127.2K
Pineridge Advisors LLC500$79.5K
FSA Wealth Management LLC452$71.9K
Guerra Advisors Inc313$49.8K
Accredited Wealth Management, LLC30$30.5K
Kathleen S. Wright Associates Inc.192$30.5K
Abich Financial Wealth Management LLC107$17.0K