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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; 2,745 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.

Institutional holdersQ4 2025: 2,533 institutions
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: 2,745 institutions
Value heldQ4 2025: $239.4B
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: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2025.

Institutions holding MS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Evolution Advisers, Inc.2$00.00%+2New
Evolution Wealth Management Inc.3$5330.00%00.0%Unchanged
Redwood Park Advisors LLC3$5330.00%+3New
ROSS\JOHNSON & Associates LLC4$7100.01%+3+300.0%Added
Legacy Wealth Managment, LLC4$7110.00%00.0%Unchanged
Litman Gregory Asset Management LLC4$7110.00%+4New
Atlantic Private Wealth, LLC5$8880.00%+5New
NorthAvenue LLC6$1.07K0.00%+6New
Palladiem, LLC7$1.24K0.00%+7New
Whipplewood Advisors, LLC8$1.42K0.00%+8New
JNBA Financial Advisors8$1.42K0.00%−36−81.8%Reduced
Richardson Capital Management LLC9$1.60K0.00%+9New
Chelsea Counsel Co10$1.78K0.00%00.0%Unchanged
Key Capital Management, INC11$1.95K0.00%+11New
Luminist Capital LLC12$2.13K0.00%+12New
DecisionPoint Financial, LLC12$2.13K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.13$2.31K0.00%+13New
Clean Yield Group14$2.48K0.00%00.0%Unchanged
Networth Advisors, LLC14$2.48K0.00%+14New
Luken Investment Analytics, LLC15$2.66K0.00%+15New
Three Bearings Fiduciary Advisors, Inc.15$2.76K0.00%+15New
POM Investment Strategies, LLC16$2.86K0.00%+16New
Coston, McIsaac & Partners21$3.00K0.00%00.0%Unchanged
Davidson Capital Management Inc.17$3.02K0.00%+17New
O'Brien Wealth Partners LLC19$3.37K0.00%00.0%Unchanged
Evermay Wealth Management LLC19$3.37K0.00%−18−48.6%Reduced
HFM Investment Advisors, LLC20$3.55K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC21$3.73K0.00%+21New
Financial Connections Group, Inc.28$4.00K0.00%+28New
PFS Partners, LLC23$4.08K0.00%00.0%Unchanged
S&T Bank25$4.44K0.00%−4−13.8%Reduced
Gen-Wealth Partners Inc25$4.44K0.00%00.0%Unchanged
Quattro Advisors LLC25$4.48K0.00%+25New
Acima Private Wealth, LLC26$4.62K0.00%00.0%Unchanged
Manning & Napier Advisors LLC29$5.19K0.00%+29New
Ameriflex Group, Inc.30$5.33K0.00%−210−87.5%Reduced
Osbon Capital Management LLC30$5.33K0.00%+30New
Comprehensive Financial Planning, Inc.31$5.50K0.00%+31New
Breakwater Investment Management34$6.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$6.04K0.00%+4+13.3%Added
LM Advisors LLC1,086$6.12K0.12%−5,018−82.2%Reduced
Toth Financial Advisory Corp35$6.21K0.00%+35New
Costello Asset Management, INC36$6.39K0.00%00.0%Unchanged
WestEnd Advisors, LLC39$6.92K0.00%+11+39.3%Added
Sankala Group LLC42$6.99K0.01%+42New
Bare Financial Services, Inc40$7.10K0.00%+13+48.1%Added
Ankerstar Wealth, LLC40$7.10K0.01%+40New
Commonwealth Retirement Investments LLC40$7.17K0.00%+40New
Caitlin John, LLC43$7.63K0.00%00.0%Unchanged
Winnow Wealth LLC43$7.65K0.01%00.0%Unchanged
Godfrey Financial Associates, Inc.44$7.81K0.01%+44New
Retirement Wealth Solutions LLC45$7.99K0.01%00.0%Unchanged
Colonial Trust Advisors46$8.17K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.47$8.34K0.00%+34+261.5%Added
Hilton Head Capital Partners, LLC47$8.34K0.00%+47New
Signature Resources Capital Management, LLC50$8.88K0.00%+16+47.1%Added
Merited Wealth, LLC50$8.88K0.01%+50New
Cornerstone National Bank & Trust Co50$8.88K0.00%00.0%Unchanged
Sfam, LLC50$8.88K0.01%+50New
Strategic Advocates LLC50$8.95K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$9.05K0.01%00.0%Unchanged
PayPay Securities Corp51$9.05K0.27%+23+82.1%Added
Kingdom Financial Group LLC.51$9.05K0.00%+51New
Financial Perspectives, Inc51$9.12K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.18$9.23K0.00%00.0%Unchanged
Your Advocates Ltd., LLP56$9.94K0.00%00.0%Unchanged
Fairway Wealth LLC57$10.1K0.00%+57New
Holos Integrated Wealth LLC56$10.2K0.01%00.0%Unchanged
Tucker Asset Management LLC58$10.3K0.00%+58New
Basepoint Wealth LLC59$10.5K0.01%+59New
Front Row Advisors LLC60$10.7K0.00%00.0%Unchanged
Global Wealth Strategies & Associates60$10.7K0.00%+19+46.3%Added
Quarry LP65$11.5K0.00%−2,295−97.2%Reduced
Tidemark, LLC65$11.5K0.00%−12−15.6%Reduced
Financial Consulate, Inc67$11.9K0.00%+2+3.1%Added
Clayton Financial Group LLC67$11.9K0.01%+67New
First Command Advisory Services, Inc.68$12.1K0.00%+68New
Horizon Financial Services, LLC70$12.4K0.01%+17+32.1%Added
Creative Capital Management Investments LLC72$12.8K0.00%00.0%Unchanged
First Community Trust NA73$13.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC73$13.0K0.01%+15+25.9%Added
TD Capital Management LLC75$13.3K0.00%+62+476.9%Added
Country Trust Bank76$13.5K0.00%00.0%Unchanged
Arcadia Investment Management Corp77$13.7K0.00%+7+10.0%Added
Cherry Tree Wealth Management, LLC78$13.8K0.00%00.0%Unchanged
Stone House Investment Management, LLC80$14.2K0.00%+4+5.3%Added
Wealth Watch Advisors, INC80$14.2K0.01%+15+23.1%Added
Optima Capital LLC80$14.2K0.01%+80New
Rossby Financial, LCC81$14.4K0.00%−39−32.5%Reduced
Maseco LLP82$14.6K0.00%+82New
Pacifica Partners Inc.82$14.9K0.01%00.0%Unchanged
Atwood & Palmer Inc85$15.1K0.00%00.0%Unchanged
Quaker Wealth Management, LLC87$15.4K0.00%+58+200.0%Added
Bay Harbor Wealth Management, LLC88$15.6K0.00%+33+60.0%Added
Hughes Financial Services, LLC88$15.6K0.00%−1−1.1%Reduced
Phillip James Consulting Co.90$16.0K0.28%+90New
Principia Wealth Advisory, LLC91$16.2K0.01%+14+18.2%Added
Darwin Advisors, LLC91$16.2K0.01%00.0%Unchanged
Strive Financial Group ,LLC92$16.3K0.01%+92New