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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 6,282 | $1.12M | 0.29% | +2,542+68.0% | Added |
| Guardian Partners Inc. | 6,209 | $1.12M | 0.09% | +6,209 | New |
| Signal Advisors Wealth, LLC | 6,321 | $1.12M | 0.09% | +2,931+86.5% | Added |
| Davis R M Inc | 6,323 | $1.12M | 0.02% | −514−7.5% | Reduced |
| Pitcairn Wealth Advisors LLC | 6,362 | $1.13M | 0.10% | +6,362 | New |
| Somerville Kurt F | 6,375 | $1.13M | 0.19% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,381 | $1.13M | 0.18% | −6−0.1% | Reduced |
| Jmac Enterprises LLC | 6,400 | $1.14M | 0.22% | −200−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 6,428 | $1.14M | 0.05% | −551−7.9% | Reduced |
| Hamilton Capital, LLC | 6,445 | $1.14M | 0.06% | +6,445 | New |
| Alliance Private Wealth, LLC | 6,274 | $1.15M | 0.40% | +6,274 | New |
| Angeles Wealth Management, LLC | 6,468 | $1.15M | 0.06% | +625+10.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.15M | 0.07% | −219−3.3% | Reduced |
| Essex Financial Services, Inc. | 6,481 | $1.15M | 0.07% | +420+6.9% | Added |
| Robotti Robert | 6,500 | $1.15M | 0.21% | −215−3.2% | Reduced |
| RMR Wealth Builders | 6,502 | $1.15M | 0.09% | +128+2.0% | Added |
| Bridgewater Advisors Inc. | 6,332 | $1.16M | 0.08% | +54+0.9% | Added |
| Buckingham Strategic Partners | 6,556 | $1.16M | 0.01% | +938+16.7% | Added |
| Klingman & Associates, LLC | 6,563 | $1.17M | 0.06% | +84+1.3% | Added |
| iA Global Asset Management Inc. | 6,585 | $1.17M | 0.01% | +5,175+367.0% | Added |
| Boothbay Fund Management, LLC | 6,585 | $1.17M | 0.03% | +5,074+335.8% | Added |
| Bamco Inc | 6,600 | $1.17M | 0.00% | +6,600 | New |
| Harbor Advisors LLC | 6,608 | $1.17M | 0.18% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,661 | $1.18M | 0.08% | +113+1.7% | Added |
| Terry L. Blaker | 6,662 | $1.18M | 0.04% | −1,525−18.6% | Reduced |
| Mechanics Financial Corp | 6,676 | $1.19M | 0.44% | +80+1.2% | Added |
| OV Management LLC | 6,686 | $1.19M | 1.03% | −1,900−22.1% | Reduced |
| Zhang Financial LLC | 6,689 | $1.19M | 0.04% | +38+0.6% | Added |
| Mindset Wealth Management, LLC | 6,700 | $1.19M | 0.31% | +118+1.8% | Added |
| Empire Financial Management Company, LLC | 6,710 | $1.19M | 0.26% | −169−2.5% | Reduced |
| Canton Hathaway, LLC | 6,725 | $1.19M | 0.23% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,735 | $1.20M | 0.29% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,745 | $1.20M | 0.02% | −316−4.5% | Reduced |
| Soltis Investment Advisors LLC | 6,751 | $1.20M | 0.08% | +1,323+24.4% | Added |
| Destination Wealth Management | 6,760 | $1.20M | 0.03% | −278−3.9% | Reduced |
| Johnson Investment Counsel Inc | 6,810 | $1.21M | 0.01% | −191−2.7% | Reduced |
| RFG Advisory, LLC | 6,814 | $1.21M | 0.02% | +459+7.2% | Added |
| Genesee Capital Advisors, LLC | 6,842 | $1.21M | 0.49% | −1,423−17.2% | Reduced |
| One Capital Management, LLC | 6,852 | $1.22M | 0.04% | +1,481+27.6% | Added |
| Burke & Herbert Bank & Trust Co | 6,855 | $1.22M | 0.34% | +655+10.6% | Added |
| Hills Bank & Trust Co | 6,875 | $1.22M | 0.07% | +333+5.1% | Added |
| Inscription Capital, LLC | 6,953 | $1.23M | 0.13% | −74−1.1% | Reduced |
| Csenge Advisory Group | 6,970 | $1.24M | 0.06% | +424+6.5% | Added |
| Independent Investors Inc | 6,983 | $1.24M | 0.23% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,013 | $1.25M | 0.36% | +7,013 | New |
| Evansbrook LLC | 7,016 | $1.25M | 0.83% | +7,016 | New |
| MidWestOne Financial Group, Inc. | 7,032 | $1.25M | 0.14% | −301−4.1% | Reduced |
| Bank of Jackson Hole Trust | 7,044 | $1.25M | 0.59% | +146+2.1% | Added |
| Advyzon Investment Management, LLC | 7,072 | $1.26M | 0.15% | +2,477+53.9% | Added |
| Marble Wealth, LLC | 7,081 | $1.26M | 0.17% | +7,081 | New |
| Pacitti Group Inc. | 7,087 | $1.26M | 0.46% | +120+1.7% | Added |
| Keel Point, LLC | 7,089 | $1.26M | 0.08% | +4+0.1% | Added |
| Bluefin Capital Management, LLC | 7,100 | $1.26M | 0.35% | +7,100 | New |
| BOCHK Asset Management Ltd | 7,100 | $1.26M | 0.34% | +7,100 | New |
| Capstone Investment Advisors, LLC | 7,101 | $1.26M | 0.01% | +929+15.1% | Added |
| Daymark Wealth Partners, LLC | 7,178 | $1.27M | 0.04% | +731+11.3% | Added |
| Empower Advisory Group, LLC | 7,226 | $1.28M | 0.00% | +1,652+29.6% | Added |
| Bull Street Advisors, LLC | 7,235 | $1.28M | 0.60% | −340−4.5% | Reduced |
| Capital International Sarl | 7,243 | $1.29M | 0.02% | −48,457−87.0% | Reduced |
| Venturi Wealth Management, LLC | 7,325 | $1.30M | 0.06% | −682−8.5% | Reduced |
| Westco Advisory Services Inc | 7,345 | $1.30M | 0.80% | +7,345 | New |
| Visionary Wealth Advisors | 7,364 | $1.31M | 0.06% | +158+2.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.31M | 0.13% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,377 | $1.31M | 0.09% | −1,445−16.4% | Reduced |
| Aprio Wealth Management, LLC | 6,970 | $1.31M | 0.08% | +2,177+45.4% | Added |
| Grove Bank & Trust | 7,413 | $1.32M | 0.15% | −164−2.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,416 | $1.32M | 0.29% | −600−7.5% | Reduced |
| Catalyst Financial Partners LLC | 7,438 | $1.32M | 0.15% | −53−0.7% | Reduced |
| Old National Bancorp | 7,476 | $1.33M | 0.02% | −107−1.4% | Reduced |
| Heartland Bank & Trust Co | 7,488 | $1.33M | 0.56% | +7,488 | New |
| Advisory Alpha, LLC | 7,532 | $1.34M | 0.04% | +920+13.9% | Added |
| Sepio Capital, LP | 7,556 | $1.34M | 0.07% | +3,485+85.6% | Added |
| Carmel Capital Partners, LLC | 7,566 | $1.34M | 0.47% | −14−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,574 | $1.34M | 0.00% | +1,608+27.0% | Added |
| Operose Advisors LLC | 7,607 | $1.35M | 0.31% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,615 | $1.35M | 0.09% | −192−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,621 | $1.35M | 0.07% | −778−9.3% | Reduced |
| Icon Wealth Advisors, LLC | 7,625 | $1.35M | 0.09% | +473+6.6% | Added |
| Sompo Asset Management Co., Ltd. | 7,630 | $1.35M | 0.23% | −460−5.7% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.35M | 0.23% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 7,639 | $1.36M | 0.10% | −27−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 7,659 | $1.36M | 0.02% | −480−5.9% | Reduced |
| Orion Capital Management LLC | 7,660 | $1.36M | 0.46% | −50−0.6% | Reduced |
| Cim Investment Mangement Inc | 7,663 | $1.36M | 0.36% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 7,681 | $1.36M | 0.93% | −712−8.5% | Reduced |
| Trust Point Inc. | 7,700 | $1.37M | 0.11% | −392−4.8% | Reduced |
| Quantbot Technologies LP | 7,737 | $1.37M | 0.05% | −9,361−54.7% | Reduced |
| Stratos Wealth Advisors, LLC | 7,749 | $1.38M | 0.07% | −263−3.3% | Reduced |
| Breakwater Capital Group | 7,801 | $1.38M | 0.19% | −145−1.8% | Reduced |
| Private Trust Co NA | 7,814 | $1.39M | 0.12% | +192+2.5% | Added |
| Corsair Capital Management, L.P. | 7,815 | $1.39M | 0.23% | +10.0% | Added |
| Peoples Financial Services Corp. | 7,825 | $1.39M | 0.65% | −640−7.6% | Reduced |
| Eastern Bank | 7,859 | $1.40M | 0.02% | −417−5.0% | Reduced |
| Lawood & Co | 7,871 | $1.40M | 1.32% | +7,871 | New |
| Longfellow Investment Management Co LLC | 7,885 | $1.40M | 0.32% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7,898 | $1.40M | 0.08% | +148+1.9% | Added |
| Tandem Capital Management Corp | 7,916 | $1.41M | 0.64% | +7,916 | New |
| SG Trading Solutions, LLC | 7,918 | $1.41M | 0.33% | +7,918 | New |
| Sage Mountain Advisors LLC | 7,931 | $1.41M | 0.07% | −91−1.1% | Reduced |
| TigerOak Management, L.L.C. | 7,942 | $1.41M | 0.43% | 00.0% | Unchanged |