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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 4,401 | $781.3K | 0.08% | +132+3.1% | Added |
| Simplicity Wealth,LLC | 4,408 | $782.5K | 0.05% | +136+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,420 | $784.6K | 0.08% | +56+1.3% | Added |
| Cheviot Value Management, LLC | 4,325 | $788.6K | 0.08% | +100+2.4% | Added |
| Goldenstone Wealth Management LLC | 4,461 | $792.0K | 0.59% | +4,461 | New |
| Willner & Heller, LLC | 4,480 | $795.3K | 0.57% | −147−3.2% | Reduced |
| Constitution Capital LLC | 4,480 | $795.3K | 0.38% | −80−1.8% | Reduced |
| Lavaca Capital LLC | 4,482 | $795.6K | 0.13% | +27+0.6% | Added |
| Roundview Capital LLC | 4,483 | $795.9K | 0.05% | −64−1.4% | Reduced |
| Allen Capital Group, LLC | 4,486 | $796.4K | 0.07% | +146+3.4% | Added |
| Signet Private Wealth LLC | 4,488 | $796.8K | 0.76% | +4,488 | New |
| Eagle Rock Investment Company, LLC | 4,500 | $798.9K | 0.11% | −1,500−25.0% | Reduced |
| United Bank | 4,500 | $798.9K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,519 | $802.3K | 0.32% | −198−4.2% | Reduced |
| Harbour Investments, Inc. | 4,527 | $803.7K | 0.02% | +500+12.4% | Added |
| Prosperity Consulting Group, LLC | 4,528 | $803.9K | 0.04% | +244+5.7% | Added |
| Chase Investment Counsel Corp | 4,534 | $804.0K | 0.22% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 4,534 | $804.9K | 0.23% | −15−0.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,543 | $806.5K | 0.09% | −6−0.1% | Reduced |
| Wealth Science Advisors LLC | 4,545 | $806.9K | 0.47% | +4,545 | New |
| Renaissance Investment Group LLC | 4,550 | $807.8K | 0.16% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $809.7K | 0.04% | +4,500 | New |
| Main Street Financial Solutions, LLC | 4,561 | $809.7K | 0.06% | −6,723−59.6% | Reduced |
| Trueblood Wealth Management, LLC | 4,565 | $810.5K | 0.32% | +809+21.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,566 | $810.5K | 0.26% | +16+0.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 4,572 | $811.7K | 0.17% | +4,572 | New |
| Powell Investment Advisors, LLC | 4,578 | $812.7K | 0.28% | +27+0.6% | Added |
| Alta Wealth Advisors LLC | 4,581 | $813.3K | 0.27% | +2,532+123.6% | Added |
| Harvest Fund Management Co., Ltd | 4,587 | $814.0K | 0.03% | +3,022+193.1% | Added |
| Arsenal Capital Advisors LLC | 4,586 | $814.2K | 0.58% | +4,586 | New |
| Continuum Advisory, LLC | 4,593 | $815.4K | 0.08% | −466−9.2% | Reduced |
| CNB Bank | 4,606 | $817.7K | 0.33% | −148−3.1% | Reduced |
| Fortem Financial Group, LLC | 4,608 | $818.1K | 0.22% | −71−1.5% | Reduced |
| Saiph Capital, LLC | 4,614 | $819.1K | 0.29% | +4,614 | New |
| Alta Advisers Ltd | 4,615 | $819.3K | 0.30% | −1,500−24.5% | Reduced |
| Insight 2811, Inc. | 4,618 | $819.8K | 0.36% | +8+0.2% | Added |
| Washburn Capital Management, Inc. | 4,624 | $820.9K | 0.45% | −18−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 4,647 | $825.0K | 0.01% | +886+23.6% | Added |
| Ledyard National Bank | 4,649 | $825.3K | 0.07% | +7+0.2% | Added |
| GeoWealth Management, LLC | 4,663 | $827.8K | 0.03% | −358−7.1% | Reduced |
| SGL Investment Advisors, Inc. | 4,708 | $827.9K | 0.33% | −684−12.7% | Reduced |
| DT Investment Partners, LLC | 4,672 | $829.4K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,668 | $831.0K | 0.04% | +144+3.2% | Added |
| Bell Bank | 4,689 | $832.4K | 0.04% | −444−8.6% | Reduced |
| First Financial Bank - Trust Division | 4,702 | $834.7K | 0.07% | +522+12.5% | Added |
| Flagship Harbor Advisors, LLC | 4,708 | $835.9K | 0.04% | −442−8.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,712 | $836.5K | 0.04% | +190+4.2% | Added |
| Clarius Group, LLC | 4,719 | $837.8K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,720 | $837.9K | 0.66% | −73−1.5% | Reduced |
| SFMG, LLC | 4,746 | $842.6K | 0.06% | +1,725+57.1% | Added |
| First Interstate Bank | 4,753 | $843.8K | 0.05% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 4,754 | $844.0K | 0.80% | +4,754 | New |
| Arista Wealth Management, LLC | 4,756 | $844.3K | 0.10% | −2,244−32.1% | Reduced |
| Clark Wealth Partners | 4,766 | $846.0K | 0.52% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 4,778 | $848.2K | 0.70% | −174−3.5% | Reduced |
| North Star Investment Management Corp. | 4,782 | $849.0K | 0.05% | −1,979−29.3% | Reduced |
| Texas Bank & Trust Co | 4,784 | $849.3K | 0.31% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 4,797 | $851.5K | 0.54% | +3,126+187.1% | Added |
| Coign Capital Advisors LLC | 4,806 | $853.2K | 0.45% | +81+1.7% | Added |
| Anchor Investment Management, LLC | 4,814 | $854.7K | 0.07% | −481−9.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,832 | $857.9K | 0.02% | +243+5.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $859.6K | 0.66% | +4,842 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,846 | $860.3K | 0.10% | +38+0.8% | Added |
| Sovereign Financial Group, Inc. | 4,856 | $862.1K | 0.15% | +212+4.6% | Added |
| Diversified Enterprises, LLC | 4,859 | $862.6K | 0.05% | +1,622+50.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $863.5K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 4,865 | $863.7K | 0.54% | −45−0.9% | Reduced |
| Advisor OS, LLC | 4,873 | $865.1K | 0.07% | +1,016+26.3% | Added |
| Gibraltar Capital Management, Inc. | 4,876 | $865.6K | 0.15% | −270−5.2% | Reduced |
| Fortress Private Ledger, LLC | 4,888 | $867.8K | 0.29% | +1,417+40.8% | Added |
| Baker Avenue Asset Management, LP | 4,892 | $868.6K | 0.02% | −81−1.6% | Reduced |
| SmartHarvest Portfolios, LLC | 4,902 | $870.3K | 0.30% | +4,902 | New |
| Lazari Capital Management, Inc. | 4,907 | $871.2K | 0.29% | −71−1.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,912 | $872.0K | 0.19% | +157+3.3% | Added |
| SeaCrest Wealth Management, LLC | 4,725 | $873.1K | 0.09% | +185+4.1% | Added |
| Goelzer Investment Management, Inc. | 4,925 | $874.4K | 0.04% | +3,005+156.5% | Added |
| MCF Advisors LLC | 4,940 | $877.0K | 0.05% | +581+13.3% | Added |
| Quilter Plc | 4,959 | $880.4K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,972 | $882.6K | 0.21% | −58−1.2% | Reduced |
| Tradition Wealth Management, LLC | 4,976 | $883.4K | 0.06% | +1,427+40.2% | Added |
| Register Financial Advisors LLC | 4,976 | $883.4K | 0.34% | +82+1.7% | Added |
| Legacy Capital Group California, Inc. | 4,995 | $886.8K | 0.21% | −55−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 4,995 | $886.8K | 0.26% | 00.0% | Unchanged |
| Parkside Investments, LLC | 5,000 | $887.6K | 0.11% | −2,000−28.6% | Reduced |
| De Lisle Partners LLP | 5,000 | $887.6K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,009 | $889.2K | 0.03% | +3,508+233.7% | Added |
| Harbor Investment Advisory, LLC | 5,044 | $895.5K | 0.07% | −124−2.4% | Reduced |
| First Dallas Securities Inc. | 5,062 | $898.7K | 0.33% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,075 | $901.0K | 0.28% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,078 | $901.5K | 0.17% | +5,078 | New |
| Palacios Wealth Management, LLC | 5,085 | $902.7K | 0.69% | −65−1.3% | Reduced |
| Versant Capital Management, Inc | 5,104 | $906.1K | 0.11% | −1,954−27.7% | Reduced |
| Addison Advisors LLC | 5,105 | $906.3K | 0.20% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,118 | $908.7K | 0.02% | +241+4.9% | Added |
| Vivaldi Capital Management, LLC | 5,127 | $910.2K | 0.12% | −15−0.3% | Reduced |
| a16z Perennial Management, L.P. | 5,130 | $910.7K | 0.07% | −45−0.9% | Reduced |
| United Community Bank | 5,131 | $910.9K | 0.34% | +5+0.1% | Added |
| Kingsman Wealth Management, Inc. | 5,158 | $915.7K | 0.50% | +1,894+58.0% | Added |
| Los Angeles Capital Management LLC | 5,554 | $917.9K | 0.00% | −665−10.7% | Reduced |
| Bank of New Hampshire | 5,183 | $920.1K | 0.21% | −185−3.4% | Reduced |