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
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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Leigh Baldwin & Co., LLC | 3,022 | $536.0K | 0.35% | −134−4.2% | Reduced |
| Code Waechter LLC | 3,021 | $536.3K | 0.34% | −1,381−31.4% | Reduced |
| PFG Advisors | 3,024 | $536.9K | 0.03% | −1,097−26.6% | Reduced |
| Navis Wealth Advisors, LLC | 3,026 | $537.2K | 0.23% | −76−2.5% | Reduced |
| Crawford Investment Counsel Inc | 3,038 | $539.3K | 0.01% | +138+4.8% | Added |
| Key Financial Inc | 3,040 | $539.7K | 0.10% | +106+3.6% | Added |
| Southern Financial Group, LLC | 3,049 | $541.3K | 0.16% | +3,049 | New |
| Tactive Advisors, LLC | 3,050 | $541.5K | 0.16% | +70+2.3% | Added |
| Root Financial Partners, LLC | 3,057 | $542.7K | 0.03% | +283+10.2% | Added |
| Fulcrum Capital LLC | 3,066 | $544.3K | 0.11% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,070 | $545.0K | 0.01% | +550+21.8% | Added |
| Focus Financial Network, Inc. | 3,071 | $545.2K | 0.02% | +47+1.6% | Added |
| Viawealth, LLC | 3,078 | $546.4K | 0.31% | −209−6.4% | Reduced |
| Optimize Financial Inc | 3,088 | $548.2K | 0.28% | +44+1.4% | Added |
| Everpar Advisors LLC | 3,097 | $549.8K | 0.20% | +184+6.3% | Added |
| Avantax Planning Partners, Inc. | 3,098 | $550.0K | 0.02% | +19+0.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $550.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,107 | $551.6K | 0.27% | +426+15.9% | Added |
| Guilbault Capital LLC | 3,110 | $552.1K | 0.62% | +3,110 | New |
| McLean Asset Management Corp | 3,058 | $552.8K | 0.10% | +5+0.2% | Added |
| Sentry Investment Management LLC | 3,113 | $553.0K | 0.36% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 3,127 | $555.1K | 0.07% | +3,127 | New |
| Auxano Advisors, LLC | 3,127 | $555.1K | 0.11% | +251+8.7% | Added |
| Hobbs Group Advisors, LLC | 3,129 | $555.5K | 0.17% | +6+0.2% | Added |
| J.M. Arbour, LLC | 3,140 | $557.4K | 0.56% | +3,140 | New |
| Tributary Capital Management, LLC | 3,140 | $557.4K | 0.05% | −910−22.5% | Reduced |
| Naples Global Advisors, LLC | 3,148 | $558.8K | 0.04% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 3,151 | $559.4K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,164 | $561.7K | 0.16% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,166 | $562.0K | 0.13% | +180+6.0% | Added |
| Balboa Wealth Partners | 3,181 | $564.7K | 0.09% | +59+1.9% | Added |
| Versor Investments LP | 3,193 | $566.9K | 0.09% | −179−5.3% | Reduced |
| Ethos Financial Group, LLC | 3,200 | $568.1K | 0.04% | +215+7.2% | Added |
| Ak Global Asset Management, LLC | 3,200 | $568.1K | 0.50% | +3,200 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,201 | $568.3K | 0.03% | −4,765−59.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,203 | $568.6K | 0.23% | −34−1.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,207 | $569.3K | 0.03% | +7+0.2% | Added |
| Teza Capital Management LLC | 3,211 | $570.0K | 1.84% | −328−9.3% | Reduced |
| Northbridge Financial Group, LLC | 3,220 | $571.7K | 0.26% | +3,220 | New |
| Altus Wealth Group LLC | 3,225 | $572.6K | 0.23% | −121−3.6% | Reduced |
| Essex Savings Bank | 3,227 | $572.9K | 0.12% | +4+0.1% | Added |
| Spectrum Strategic Capital Management, LLC | 3,229 | $573.2K | 0.30% | +3,229 | New |
| Waddell & Associates, LLC | 3,231 | $573.6K | 0.04% | +164+5.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,241 | $574.0K | 0.18% | +41+1.3% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $575.0K | 0.34% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,244 | $575.9K | 0.02% | −15−0.5% | Reduced |
| Grandfield & Dodd, LLC | 3,246 | $576.4K | 0.03% | 00.0% | Unchanged |
| Mason & Associates Inc | 3,248 | $576.6K | 0.11% | +46+1.4% | Added |
| Alpha Cubed Investments, LLC | 3,267 | $580.1K | 0.02% | +35+1.1% | Added |
| WSFS Capital Management, LLC | 3,271 | $580.8K | 0.03% | +46+1.4% | Added |
| Weaver Capital Management LLC | 3,275 | $581.4K | 0.12% | +1,011+44.7% | Added |
| Legacy Edge Advisors, LLC | 3,290 | $584.1K | 0.06% | −14−0.4% | Reduced |
| Centiva Capital, LP | 3,293 | $584.6K | 0.04% | +3,293 | New |
| Accredited Investors Inc. | 3,299 | $585.6K | 0.03% | +448+15.7% | Added |
| SMART Wealth LLC | 3,310 | $587.7K | 0.18% | +3,310 | New |
| Proathlete Wealth Management LLC | 3,320 | $589.7K | 0.16% | +37+1.1% | Added |
| Newman Dignan & Sheerar, Inc. | 3,328 | $590.8K | 0.12% | +1,000+43.0% | Added |
| Wealth Preservation Advisors, LLC | 3,334 | $591.9K | 0.30% | −2−0.1% | Reduced |
| Quantum Financial Advisors, LLC | 3,346 | $594.1K | 0.07% | +4+0.1% | Added |
| Bedel Financial Consulting, Inc. | 3,348 | $594.3K | 0.06% | +228+7.3% | Added |
| Coppell Advisory Solutions LLC | 3,326 | $595.6K | 0.06% | −5,492−62.3% | Reduced |
| Seven Mile Advisory | 3,362 | $596.9K | 0.10% | −948−22.0% | Reduced |
| Cache Advisors, LLC | 3,362 | $596.9K | 0.07% | +3,362 | New |
| AlphaGrep UK Ltd | 3,370 | $598.3K | 0.20% | +3,370 | New |
| Johnson Financial Group, Inc. | 3,371 | $598.5K | 0.02% | −321−8.7% | Reduced |
| A4 Wealth Advisors LLC | 3,387 | $601.3K | 0.52% | −1,995−37.1% | Reduced |
| American National Bank | 3,396 | $602.9K | 0.06% | +1,063+45.6% | Added |
| Cohen & Steers, Inc. | 3,400 | $604.0K | 0.00% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $607.2K | 0.41% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $608.4K | 0.03% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,427 | $608.5K | 0.16% | +36+1.1% | Added |
| Allegheny Financial Group LTD | 3,431 | $609.3K | 0.09% | −38−1.1% | Reduced |
| Bank of Hawaii | 3,434 | $609.6K | 0.03% | +17+0.5% | Added |
| Perfromance Wealth Partners, LLC | 3,442 | $611.1K | 0.02% | +468+15.7% | Added |
| MJP Associates Inc | 3,451 | $612.7K | 0.08% | +88+2.6% | Added |
| WBI Investments | 3,467 | $615.5K | 0.16% | +3,467 | New |
| Pallas Capital Advisors LLC | 3,475 | $616.8K | 0.02% | +488+16.3% | Added |
| RVW Wealth, LLC | 3,486 | $618.9K | 0.05% | +70+2.0% | Added |
| Tritonpoint Wealth, LLC | 3,491 | $619.8K | 0.06% | −404−10.4% | Reduced |
| Wright Investors Service Inc | 3,500 | $621.4K | 0.19% | −105−2.9% | Reduced |
| Oxford Wealth Group, LLC | 3,503 | $621.8K | 0.30% | +3,503 | New |
| Calton & Associates, Inc. | 3,507 | $622.6K | 0.09% | +76+2.2% | Added |
| Journey Advisory Group, LLC | 3,508 | $622.7K | 0.05% | +50+1.4% | Added |
| IVC Wealth Advisors LLC | 3,512 | $623.5K | 0.27% | +944+36.8% | Added |
| Eurizon SLJ Capital Ltd | 3,522 | $625.3K | 0.25% | +3,522 | New |
| BankPlus Trust Department | 3,526 | $626.0K | 0.16% | −705−16.7% | Reduced |
| Farmers National Bank | 3,526 | $626.0K | 0.14% | +53+1.5% | Added |
| Circle Wealth Management, LLC | 3,528 | $626.3K | 0.01% | +526+17.5% | Added |
| Nwam LLC | 3,461 | $628.5K | 0.04% | +43+1.3% | Added |
| Onefund, LLC | 3,543 | $629.0K | 0.38% | +184+5.5% | Added |
| Aspiriant, LLC | 3,549 | $630.0K | 0.02% | +404+12.8% | Added |
| Freestone Capital Holdings, LLC | 3,554 | $631.0K | 0.02% | −1,402−28.3% | Reduced |
| Duncker Streett & Co Inc | 3,578 | $635.2K | 0.11% | +92+2.6% | Added |
| Howard Financial Services, Ltd. | 3,579 | $635.5K | 0.07% | +58+1.6% | Added |
| Income Insurance Ltd | 3,589 | $637.2K | 0.41% | +3,589 | New |
| Missouri Trust & Investment Co | 3,600 | $639.1K | 0.19% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,610 | $640.9K | 0.03% | +188+5.5% | Added |
| Congress Park Capital LLC | 3,610 | $640.9K | 0.19% | +385+11.9% | Added |
| Great Lakes Advisors, LLC | 3,610 | $640.9K | 0.01% | +79+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 3,611 | $641.1K | 0.01% | −14−0.4% | Reduced |