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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc, | 5,125 | $922.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,196 | $922.4K | 0.05% | −47−0.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,209 | $924.8K | 0.02% | −42−0.8% | Reduced |
| Barlow Wealth Partners, Inc. | 4,964 | $924.9K | 0.10% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 5,231 | $928.6K | 0.21% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,234 | $929.2K | 0.06% | +222+4.4% | Added |
| Cornerstone Wealth Group, LLC | 5,238 | $929.9K | 0.06% | +381+7.8% | Added |
| MBL Wealth, LLC | 5,247 | $931.5K | 0.07% | +2,399+84.2% | Added |
| Oakmont Investment Advisors, Inc. | 5,249 | $931.9K | 0.68% | +5,249 | New |
| First Bank & Trust | 5,251 | $932.2K | 0.15% | −3,588−40.6% | Reduced |
| Laurion Capital Management LP | 5,254 | $932.7K | 0.06% | −18,091−77.5% | Reduced |
| Focused Alpha, LLC | 5,256 | $933.1K | 0.27% | +5,256 | New |
| Qsemble Capital Management, LP | 5,266 | $934.9K | 0.08% | +5,266 | New |
| TriaGen Wealth Management LLC | 5,268 | $935.2K | 0.24% | −500−8.7% | Reduced |
| AdvisorNet Financial, Inc | 5,281 | $937.6K | 0.05% | +171+3.3% | Added |
| Clifford Group, LLC | 5,292 | $939.4K | 0.73% | −183−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,011 | $940.8K | 0.02% | −653−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,300 | $940.9K | 0.03% | −81−1.5% | Reduced |
| Churchill Financial Advisors, LLC | 5,305 | $941.8K | 0.29% | +5,305 | New |
| Newbridge Financial Services Group, Inc. | 5,333 | $946.7K | 0.15% | +4,980+1,410.8% | Added |
| Legacy Financial Advisors, Inc. | 5,341 | $948.2K | 0.13% | −833−13.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,350 | $949.8K | 0.02% | +97+1.8% | Added |
| Kovack Advisors, Inc. | 5,356 | $950.8K | 0.04% | +2,272+73.7% | Added |
| Fort Sheridan Advisors LLC | 5,361 | $951.8K | 0.12% | +10.0% | Added |
| Titan Investment Management LLC | 5,383 | $955.6K | 0.87% | +5,383 | New |
| Johnson & White Wealth Management, LLC | 5,384 | $955.8K | 0.42% | −74−1.4% | Reduced |
| Shufro Rose & Co LLC | 5,389 | $956.7K | 0.06% | −400−6.9% | Reduced |
| Themes Management Co LLC | 5,396 | $958.0K | 0.76% | +5,396 | New |
| Beacon Financial Group | 5,411 | $960.7K | 0.10% | −195−3.5% | Reduced |
| Bearing Point Capital, LLC | 5,417 | $961.7K | 0.15% | +10+0.2% | Added |
| Sax Wealth Advisors, LLC | 5,439 | $965.5K | 0.05% | +745+15.9% | Added |
| Heritage Wealth Advisors | 5,440 | $965.8K | 0.04% | +4+0.1% | Added |
| Canopy Partners, LLC | 5,448 | $967.2K | 0.32% | +132+2.5% | Added |
| Clear Harbor Asset Management, LLC | 5,485 | $973.8K | 0.07% | −291−5.0% | Reduced |
| Mechanics Bank Trust Department | 5,491 | $974.8K | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,503 | $976.9K | 0.07% | +1,315+31.4% | Added |
| Providence First Trust Co | 5,528 | $981.4K | 0.34% | +1,244+29.0% | Added |
| DGS Capital Management, LLC | 5,542 | $983.8K | 0.17% | +1,402+33.9% | Added |
| Ocean Capital Management, LLC | 5,557 | $986.6K | 0.20% | −217−3.8% | Reduced |
| Sippican Capital Advisors | 5,593 | $992.9K | 0.64% | −52−0.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,624 | $998.4K | 0.44% | +3,353+147.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,628 | $999.1K | 0.06% | +5,628 | New |
| West Family Investments, Inc. | 5,638 | $1.00M | 0.23% | −1,159−17.1% | Reduced |
| Ellevest, Inc. | 5,642 | $1.00M | 0.14% | +926+19.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,655 | $1.00M | 0.23% | −109−1.9% | Reduced |
| Rogco, LP | 5,678 | $1.01M | 0.33% | +221+4.0% | Added |
| RiverFront Investment Group, LLC | 5,684 | $1.01M | 0.02% | +180+3.3% | Added |
| Abel Hall, LLC | 5,686 | $1.01M | 0.24% | +3,735+191.4% | Added |
| Virtu Financial LLC | 5,694 | $1.01M | 0.04% | −3,535−38.3% | Reduced |
| Gibbs Wealth Management | 5,442 | $1.01M | 0.25% | −302−5.3% | Reduced |
| Summit Global Investments | 5,721 | $1.02M | 0.06% | +5,721 | New |
| Welch & Forbes LLC | 5,756 | $1.02M | 0.01% | −142−2.4% | Reduced |
| Curbstone Financial Management Corp | 5,776 | $1.03M | 0.20% | +350+6.5% | Added |
| Autumn Glory Partners, LLC | 5,781 | $1.03M | 0.36% | +1,246+27.5% | Added |
| Carnegie Capital Asset Management, LLC | 5,794 | $1.03M | 0.02% | +3,962+216.3% | Added |
| Lee Danner & Bass Inc | 5,814 | $1.03M | 0.07% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 5,835 | $1.04M | 0.28% | +1,657+39.7% | Added |
| Brookwood Investment Group LLC | 5,835 | $1.04M | 0.12% | −226−3.7% | Reduced |
| Adirondack Trust Co | 5,845 | $1.04M | 0.34% | −25−0.4% | Reduced |
| Berger Financial Group, Inc | 5,845 | $1.04M | 0.06% | −116−1.9% | Reduced |
| LVW Advisors, LLC | 5,850 | $1.04M | 0.11% | −181−3.0% | Reduced |
| Evernest Financial Advisors, LLC | 5,706 | $1.04M | 0.22% | +109+1.9% | Added |
| Baron Wealth Management LLC | 5,864 | $1.04M | 0.32% | +598+11.4% | Added |
| Intrua Financial, LLC | 5,880 | $1.04M | 0.11% | +79+1.4% | Added |
| First Foundation Advisors | 5,891 | $1.05M | 0.04% | −143−2.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,897 | $1.05M | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 5,941 | $1.05M | 0.12% | +702+13.4% | Added |
| Symphony Financial, Ltd. Co. | 5,908 | $1.06M | 0.14% | −8,950−60.2% | Reduced |
| Oddo BHF Asset Management SAS | 5,966 | $1.06M | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,967 | $1.06M | 0.07% | +169+2.9% | Added |
| Sunbelt Securities, Inc. | 5,976 | $1.06M | 0.07% | +18+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,997 | $1.06M | 0.07% | −203,557−97.1% | Reduced |
| Diversify Wealth Management, LLC | 5,833 | $1.07M | 0.05% | +459+8.5% | Added |
| PCM Encore, LLC | 6,010 | $1.07M | 0.23% | +6,010 | New |
| L2 Asset Management, LLC | 6,057 | $1.08M | 0.14% | +353+6.2% | Added |
| Transamerica Financial Advisors, Inc. | 6,058 | $1.08M | 0.09% | +793+15.1% | Added |
| Strategic Blueprint, LLC | 6,061 | $1.08M | 0.06% | −496−7.6% | Reduced |
| BSW Wealth Partners | 6,065 | $1.08M | 0.13% | +20+0.3% | Added |
| Everest Financial Group LLC | 6,066 | $1.08M | 0.24% | +6,066 | New |
| Atticus Wealth Management, LLC | 6,068 | $1.08M | 0.27% | +19+0.3% | Added |
| YANKCOM Partnership | 6,092 | $1.08M | 0.46% | +188+3.2% | Added |
| Waterloo Capital, L.P. | 6,096 | $1.08M | 0.08% | +1,580+35.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,102 | $1.08M | 0.57% | +6,102 | New |
| Resurgent Financial Advisors LLC | 6,118 | $1.09M | 0.54% | −82−1.3% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $1.09M | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 3,590 | $1.09M | 0.36% | −49,857−93.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,151 | $1.09M | 0.17% | −422−6.4% | Reduced |
| Net Worth Advisory Group | 6,161 | $1.09M | 0.22% | −3,210−34.3% | Reduced |
| Rehmann Capital Advisory Group | 6,164 | $1.09M | 0.06% | +43+0.7% | Added |
| Vigil Wealth Management, LLC | 6,170 | $1.10M | 0.91% | +6,170 | New |
| Cornercap Investment Counsel Inc | 6,174 | $1.10M | 0.54% | −84−1.3% | Reduced |
| Eads & Heald Wealth Management | 6,183 | $1.10M | 0.53% | −242−3.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.10M | 0.47% | 00.0% | Unchanged |
| Berkshire Bank | 6,196 | $1.10M | 0.22% | −1,046−14.4% | Reduced |
| SlateStone Wealth, LLC | 6,198 | $1.10M | 0.09% | +110+1.8% | Added |
| Cooper Financial Group | 6,208 | $1.10M | 0.12% | +879+16.5% | Added |
| HBK Sorce Advisory LLC | 6,149 | $1.11M | 0.03% | +772+14.4% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $1.11M | 0.45% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,244 | $1.11M | 0.02% | −84−1.3% | Reduced |
| Cidel Asset Management Inc | 6,281 | $1.12M | 0.08% | −203−3.1% | Reduced |