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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 7,950 | $1.41M | 0.16% | +18+0.2% | Added |
| South Plains Financial, Inc. | 7,956 | $1.41M | 0.84% | +556+7.5% | Added |
| Meiji Yasuda Life Insurance Co | 7,963 | $1.41M | 0.04% | −680−7.9% | Reduced |
| Western Wealth Management, LLC | 7,984 | $1.42M | 0.07% | +121+1.5% | Added |
| David Loasby | 7,600 | $1.42M | 0.10% | +121+1.6% | Added |
| Mission Wealth Management, LP | 7,991 | $1.42M | 0.03% | +115+1.5% | Added |
| Sather Financial Group Inc | 7,994 | $1.42M | 0.08% | +323+4.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 8,006 | $1.42M | 0.19% | +8,006 | New |
| Investors Research Corp | 8,008 | $1.42M | 0.26% | −1,450−15.3% | Reduced |
| Modera Wealth Management, LLC | 8,021 | $1.42M | 0.02% | +506+6.7% | Added |
| Westover Capital Advisors, LLC | 8,030 | $1.43M | 0.26% | +500+6.6% | Added |
| Clarendon Private LLC | 8,034 | $1.43M | 1.21% | −69−0.9% | Reduced |
| Avalon Trust Co | 8,071 | $1.43M | 0.09% | −18−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 8,079 | $1.43M | 0.08% | +135+1.7% | Added |
| HM Payson & Co | 8,090 | $1.44M | 0.02% | −612−7.0% | Reduced |
| Financial Management Professionals, Inc. | 8,099 | $1.44M | 0.15% | +61+0.8% | Added |
| CWA Asset Management Group, LLC | 8,104 | $1.44M | 0.05% | +1,111+15.9% | Added |
| Triad Wealth Partners, LLC | 8,142 | $1.45M | 0.14% | +884+12.2% | Added |
| Fisher Funds Management LTD | 8,134 | $1.45M | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,167 | $1.45M | 0.32% | −48−0.6% | Reduced |
| E&G Advisors, LP | 8,171 | $1.45M | 0.32% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,212 | $1.46M | 0.28% | −436−5.0% | Reduced |
| Journey Strategic Wealth LLC | 8,255 | $1.47M | 0.04% | +75+0.9% | Added |
| Shulman DeMeo Asset Management LLC | 8,284 | $1.47M | 0.33% | +27+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 8,291 | $1.47M | 0.10% | −462−5.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,297 | $1.47M | 0.25% | −194−2.3% | Reduced |
| Verdad Advisers, LP | 8,300 | $1.47M | 1.69% | +8,300 | New |
| Relyea Zuckerberg Hanson LLC | 8,301 | $1.47M | 0.15% | −722−8.0% | Reduced |
| CX Institutional | 8,307 | $1.48M | 0.04% | −46−0.6% | Reduced |
| Integrity Alliance, LLC. | 8,413 | $1.49M | 0.05% | +5,063+151.1% | Added |
| CenterBook Partners LP | 8,445 | $1.50M | 0.07% | +88+1.1% | Added |
| bLong Financial, LLC | 8,459 | $1.50M | 1.05% | −100−1.2% | Reduced |
| Goldstone Financial Group, LLC | 8,468 | $1.50M | 0.17% | +1,475+21.1% | Added |
| Central Pacific Bank - Trust Division | 8,502 | $1.51M | 0.19% | +5,733+207.0% | Added |
| New Vernon Investment Management LLC | 8,550 | $1.52M | 1.48% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,559 | $1.52M | 0.38% | +8,559 | New |
| Bank of Stockton | 8,573 | $1.52M | 0.44% | +880+11.4% | Added |
| Kathmere Capital Management, LLC | 8,580 | $1.52M | 0.10% | +1,450+20.3% | Added |
| Northwest & Ethical Investments L.P. | 8,506 | $1.52M | 0.03% | −394−4.4% | Reduced |
| Dempze Nancy E | 8,583 | $1.52M | 0.79% | +583+7.3% | Added |
| FourThought Financial Partners, LLC | 8,589 | $1.52M | 0.13% | +156+1.8% | Added |
| BluePath Capital Management, LLC | 8,616 | $1.53M | 1.03% | +564+7.0% | Added |
| First Horizon Corp | 8,625 | $1.53M | 0.07% | +786+10.0% | Added |
| Buckley Wealth Management, LLC | 8,678 | $1.54M | 0.41% | −25−0.3% | Reduced |
| Regal Investment Advisors LLC | 8,717 | $1.55M | 0.09% | −348−3.8% | Reduced |
| Fort Point Capital Partners LLC | 8,105 | $1.55M | 0.19% | +208+2.6% | Added |
| Axq Capital, LP | 8,742 | $1.55M | 0.35% | +8,742 | New |
| Verity & Verity, LLC | 8,759 | $1.55M | 0.12% | +1,139+14.9% | Added |
| AXA S.A. | 8,771 | $1.56M | 0.74% | −1,511−14.7% | Reduced |
| Spire Wealth Management | 8,786 | $1.56M | 0.05% | +400+4.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $1.56M | 0.02% | −18,000−67.2% | Reduced |
| Bryn Mawr Trust Co | 8,814 | $1.56M | 0.04% | −103−1.2% | Reduced |
| Pennsylvania Capital Management Inc | 8,817 | $1.57M | 0.43% | −504−5.4% | Reduced |
| Triangle Securities Wealth Management | 8,856 | $1.57M | 0.33% | −243−2.7% | Reduced |
| Legacy Bridge, LLC | 8,867 | $1.57M | 0.64% | −51−0.6% | Reduced |
| NCM Capital Management, LLC | 8,877 | $1.58M | 0.58% | −232−2.5% | Reduced |
| IHT Wealth Management, LLC | 8,875 | $1.58M | 0.04% | +1,430+19.2% | Added |
| LGT Group Foundation | 8,847 | $1.58M | 0.02% | −56,991−86.6% | Reduced |
| Wiregrass Investment Management LLC | 8,933 | $1.59M | 1.33% | +8,933 | New |
| Delphi Management Inc | 8,980 | $1.59M | 1.55% | −981−9.8% | Reduced |
| Portfolio Design Labs, LLC | 9,069 | $1.61M | 0.27% | +180+2.0% | Added |
| Retirement Planning Co of New England, Inc. | 9,106 | $1.62M | 0.65% | +75+0.8% | Added |
| KLCM Advisors, Inc. | 9,107 | $1.62M | 0.14% | −1,188−11.5% | Reduced |
| Strait & Sound Wealth Management LLC | 9,141 | $1.62M | 0.60% | +249+2.8% | Added |
| Teucrium Investment Advisors, LLC | 9,144 | $1.62M | 1.78% | +9,144 | New |
| Howard Capital Management Inc. | 9,163 | $1.63M | 0.02% | +49+0.5% | Added |
| Busey Wealth Management | 9,165 | $1.63M | 0.04% | −148−1.6% | Reduced |
| Silver Oak Securities, Inc | 9,087 | $1.63M | 0.11% | −127−1.4% | Reduced |
| TownSquare Capital, LLC | 9,295 | $1.65M | 0.37% | −4,678−33.5% | Reduced |
| Mosley Wealth Management | 10,637 | $1.66M | 0.76% | +10,637 | New |
| 71 West Capital Partners | 9,387 | $1.67M | 0.08% | +9,387 | New |
| Hancock Whitney Corp | 9,389 | $1.67M | 0.03% | −17−0.2% | Reduced |
| TRUE Private Wealth Advisors | 9,393 | $1.67M | 0.17% | −95−1.0% | Reduced |
| W Advisors, LLC | 9,403 | $1.67M | 0.84% | −43−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,455 | $1.68M | 0.05% | +458+5.1% | Added |
| Evelyn Partners Investment Management LLP | 9,465 | $1.68M | 0.05% | −800−7.8% | Reduced |
| KPP Advisory Services LLC | 9,493 | $1.69M | 0.24% | +44+0.5% | Added |
| VestGen Advisors, LLC | 9,526 | $1.69M | 0.07% | −1,664−14.9% | Reduced |
| Integrated Quantitative Investments LLC | 9,548 | $1.70M | 0.36% | +9,548 | New |
| Wedbush Securities Inc | 9,577 | $1.70M | 0.05% | +294+3.2% | Added |
| Gsa Capital Partners LLP | 9,628 | $1.71M | 0.15% | +7,190+294.9% | Added |
| Affinity Investment Advisors, LLC | 9,694 | $1.72M | 1.14% | +3,650+60.4% | Added |
| NorthRock Partners, LLC | 9,704 | $1.72M | 0.03% | −14,973−60.7% | Reduced |
| Chung Wu Investment Group, LLC | 9,705 | $1.72M | 1.41% | +45+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 9,726 | $1.73M | 0.04% | −480−4.7% | Reduced |
| Sapient Capital LLC | 9,676 | $1.73M | 0.02% | +6,606+215.2% | Added |
| Galaxy Digital Capital Management GP LLC | 9,778 | $1.74M | 2.18% | −5,427−35.7% | Reduced |
| Congress Asset Management Co | 9,821 | $1.74M | 0.01% | −618−5.9% | Reduced |
| 111 Capital | 9,823 | $1.74M | 0.38% | +6,230+173.4% | Added |
| Everhart Financial Group, Inc. | 9,894 | $1.76M | 0.16% | +712+7.8% | Added |
| Clough Capital Partners L P | 9,928 | $1.76M | 0.16% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,943 | $1.77M | 0.09% | −382−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,949 | $1.77M | 0.03% | +96+1.0% | Added |
| Armis Advisers, LLC | 10,988 | $1.77M | 0.20% | +27+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 10,048 | $1.78M | 0.22% | +148+1.5% | Added |
| Richards, Merrill & Peterson, Inc. | 10,050 | $1.78M | 0.68% | +1,113+12.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,987 | $1.80M | 0.26% | +9+0.1% | Added |
| First Citizens Financial Corp | 10,132 | $1.80M | 0.89% | +148+1.5% | Added |
| Chicago Partners Investment Group LLC | 10,057 | $1.80M | 0.04% | +454+4.7% | Added |
| Lee Financial Co | 10,172 | $1.81M | 0.24% | −1,620−13.7% | Reduced |