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 |
|---|---|---|---|---|---|
| Blue Water Asset Management | 3,623 | $643.3K | 0.23% | +3,623 | New |
| Park National Corp | 3,638 | $645.9K | 0.02% | −64−1.7% | Reduced |
| Contravisory Investment Management, Inc. | 3,642 | $646.6K | 0.13% | +3,552+3,946.7% | Added |
| Prestige Wealth Management Group LLC | 3,649 | $647.8K | 0.12% | +198+5.7% | Added |
| Jackson Creek Investment Advisors LLC | 3,649 | $648.0K | 0.19% | −108−2.9% | Reduced |
| Opinicus Capital, Inc. | 3,650 | $648.0K | 0.45% | −458−11.1% | Reduced |
| Argentarii, LLC | 3,657 | $649.2K | 0.22% | +3,657 | New |
| Jacobi Capital Management LLC | 3,659 | $649.7K | 0.04% | −176−4.6% | Reduced |
| Marino, Stram & Associates LLC | 3,677 | $652.7K | 0.12% | +10+0.3% | Added |
| Topsail Wealth Management, LLC | 3,685 | $654.2K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,690 | $655.1K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,696 | $656.2K | 0.06% | −11−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 3,712 | $659.0K | 0.14% | −9−0.2% | Reduced |
| Cypress Wealth Services, LLC | 3,724 | $661.2K | 0.09% | +1,695+83.5% | Added |
| Payne Capital Management, LLC | 3,736 | $663.3K | 0.21% | −224−5.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,738 | $663.6K | 0.08% | +3,738 | New |
| Impact Capital Partners LLC | 3,741 | $664.1K | 0.20% | −73−1.9% | Reduced |
| Frisch Financial Group, Inc. | 3,750 | $665.8K | 0.15% | −38−1.0% | Reduced |
| Richwood Investment Advisors, LLC | 3,707 | $667.2K | 0.48% | +560+17.8% | Added |
| Silvia McColl Wealth Management, LLC | 3,777 | $670.5K | 0.45% | −104−2.7% | Reduced |
| Bolthouse Investments, LLC | 3,785 | $672.0K | 0.60% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,792 | $673.2K | 0.20% | +28+0.7% | Added |
| Cetera Trust Company, N.A | 3,804 | $675.3K | 0.36% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,806 | $675.7K | 0.02% | +218+6.1% | Added |
| Segment Wealth Management, LLC | 3,811 | $676.6K | 0.04% | −54−1.4% | Reduced |
| Valmark Advisers, Inc. | 3,815 | $677.3K | 0.01% | +16+0.4% | Added |
| Park Edge Advisors, LLC | 3,831 | $680.1K | 0.15% | −45−1.2% | Reduced |
| St Germain D J Co Inc | 3,831 | $680.1K | 0.03% | 00.0% | Unchanged |
| QVR LLC | 3,845 | $682.6K | 0.48% | −105−2.7% | Reduced |
| Copley Financial Group, Inc. | 3,852 | $683.8K | 0.42% | −505−11.6% | Reduced |
| Centric Wealth Management | 3,698 | $684.5K | 0.14% | +7+0.2% | Added |
| Crews Bank & Trust | 3,856 | $684.6K | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,857 | $684.6K | 0.01% | +392+11.3% | Added |
| Broyhill Asset Management | 3,865 | $686.2K | 0.60% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,875 | $688.0K | 0.06% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,912 | $694.5K | 0.23% | −665−14.5% | Reduced |
| Lebenthal Global Advisors, LLC | 3,914 | $694.8K | 0.11% | +503+14.7% | Added |
| Kennebec Savings Bank | 3,915 | $695.0K | 0.60% | +60+1.6% | Added |
| Basecamp Wealth Advisors LLC | 3,928 | $697.3K | 0.15% | +3,928 | New |
| Bullock Wealth Management Group | 3,944 | $700.1K | 0.34% | −43−1.1% | Reduced |
| Claro Advisors LLC | 3,954 | $701.9K | 0.10% | −13−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 3,958 | $702.4K | 0.06% | −350−8.1% | Reduced |
| 3Chopt Investment Partners, LLC | 3,957 | $702.5K | 0.16% | +11+0.3% | Added |
| Whalen Wealth Management Inc. | 3,964 | $703.7K | 0.38% | +3,964 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,014 | $712.6K | 0.14% | +254+6.8% | Added |
| New Hampshire Trust | 4,016 | $713.0K | 0.14% | −714−15.1% | Reduced |
| Alpha Family Trust | 4,025 | $714.6K | 0.33% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $716.2K | 0.39% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,038 | $716.9K | 0.13% | +25+0.6% | Added |
| Waters Parkerson & Co., LLC | 4,050 | $719.0K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 4,056 | $720.1K | 0.01% | −323−7.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,062 | $721.1K | 0.02% | +93+2.3% | Added |
| X-Square Capital, LLC | 4,065 | $722.0K | 0.24% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,067 | $722.0K | 0.32% | +895+28.2% | Added |
| Wimmer Associates 1, LLC | 4,071 | $722.7K | 0.34% | 00.0% | Unchanged |
| Directional Asset Management | 4,077 | $723.7K | 0.63% | +4,077 | New |
| Nippon Life Global Investors Americas, Inc. | 4,080 | $724.3K | 0.03% | +4,080 | New |
| Baader Bank INC | 4,119 | $726.5K | 0.06% | +4,119 | New |
| KKM Financial LLC | 4,094 | $726.8K | 0.13% | 00.0% | Unchanged |
| Holderness Investments Co | 4,096 | $727.1K | 0.15% | −13−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 4,107 | $729.0K | 0.05% | +134+3.4% | Added |
| Berkeley Capital Partners, LLC | 4,115 | $730.5K | 0.17% | +1,522+58.7% | Added |
| Retirement Planning Group | 4,121 | $731.6K | 0.02% | +1,108+36.8% | Added |
| Shepherd Financial Partners LLC | 4,126 | $732.5K | 0.07% | +78+1.9% | Added |
| Salzhauer Michael | 4,131 | $733.4K | 0.33% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,133 | $733.7K | 0.35% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 4,151 | $736.9K | 0.11% | +4,151 | New |
| Transatlantique Private Wealth LLC | 4,172 | $740.7K | 0.23% | −1,500−26.4% | Reduced |
| Arbor Investment Advisors, LLC | 4,175 | $741.1K | 0.10% | −2,302−35.5% | Reduced |
| First American Trust, FSB | 4,180 | $742.1K | 0.05% | −386−8.5% | Reduced |
| Catherine Avery Investment Management LLC | 4,189 | $743.7K | 0.45% | −43−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,190 | $743.9K | 0.05% | −971−18.8% | Reduced |
| Accurate Wealth Management, LLC | 4,001 | $744.4K | 0.09% | −80−2.0% | Reduced |
| Nichols & Pratt Advisers LLP | 4,195 | $744.7K | 0.05% | +250+6.3% | Added |
| Anchyra Partners LLC | 4,195 | $744.7K | 0.23% | +4,195 | New |
| Piedmont Capital Management, LLC | 4,205 | $746.5K | 0.49% | +4,205 | New |
| Fielder Capital Group LLC | 4,216 | $748.4K | 0.16% | +57+1.4% | Added |
| Millennium Capital Advisors, LLC | 4,243 | $753.2K | 0.44% | +31+0.7% | Added |
| Ostrum Asset Management | 4,251 | $754.7K | 0.04% | +1,312+44.6% | Added |
| Boston Private Wealth LLC | 4,258 | $755.9K | 0.04% | −196−4.4% | Reduced |
| Bay Capital Advisors, LLC | 4,259 | $756.0K | 0.46% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,265 | $757.2K | 0.25% | −5−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 4,268 | $757.7K | 0.06% | +180+4.4% | Added |
| Myriad Asset Management US LP | 4,295 | $762.5K | 1.28% | −11,048−72.0% | Reduced |
| McLaughlin Asset Management, Inc. | 4,296 | $762.6K | 0.68% | +4,296 | New |
| Divergent Planning, LLC | 4,193 | $762.7K | 0.19% | +4,193 | New |
| Leelyn Smith, LLC | 4,304 | $764.2K | 0.11% | +4,304 | New |
| Tuttle Tactical Management | 4,317 | $766.4K | 1.69% | +4,317 | New |
| Cary Street Partner Investment Advisory LLC | 4,327 | $768.2K | 0.21% | +146+3.5% | Added |
| SummitTX Capital, L.P. | 4,337 | $769.9K | 0.02% | −4,643−51.7% | Reduced |
| Apriem Advisors | 4,341 | $770.6K | 0.07% | −191−4.2% | Reduced |
| Evexia Wealth LLC | 4,265 | $771.1K | 0.22% | −747−14.9% | Reduced |
| Global Financial Private Client, LLC | 4,344 | $771.2K | 0.27% | +2,867+194.1% | Added |
| SageView Advisory Group, LLC | 4,350 | $772.2K | 0.03% | +1,244+40.1% | Added |
| S Harris Financial Group, LLC | 4,354 | $773.0K | 0.74% | +4,354 | New |
| Indivisible Partners | 4,362 | $774.4K | 0.08% | +4,362 | New |
| Moors & Cabot, Inc. | 4,371 | $775.9K | 0.03% | +185+4.4% | Added |
| Optas, LLC | 4,376 | $776.9K | 0.12% | +698+19.0% | Added |
| Hudock, Inc. | 4,379 | $777.6K | 0.11% | +15+0.3% | Added |
| Sentinus, LLC | 4,396 | $780.5K | 0.07% | +650+17.4% | Added |