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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 10,210 | $1.81M | 0.25% | +683+7.2% | Added |
| Morse Asset Management, Inc | 10,283 | $1.83M | 0.36% | +52+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 10,292 | $1.83M | 0.00% | +1,499+17.0% | Added |
| Gallagher Capital Advisors, LLC | 10,098 | $1.84M | 1.19% | +61+0.6% | Added |
| Hartford Funds Management Co LLC | 10,481 | $1.86M | 0.15% | −493−4.5% | Reduced |
| SBI Securities Co., Ltd. | 10,494 | $1.86M | 0.05% | +570+5.7% | Added |
| Abacus Wealth Partners, LLC | 10,543 | $1.87M | 0.18% | +10,543 | New |
| Zullo Investment Group, Inc. | 10,564 | $1.88M | 0.69% | −173−1.6% | Reduced |
| Zions Bancorporation, National Association | 10,566 | $1.88M | 0.09% | +716+7.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,578 | $1.88M | 0.74% | +1,419+15.5% | Added |
| Foster & Motley Inc | 10,591 | $1.88M | 0.10% | −968−8.4% | Reduced |
| Parcion Private Wealth LLC | 10,613 | $1.88M | 0.11% | +42+0.4% | Added |
| Ci Investments Inc. | 10,643 | $1.89M | 0.01% | −23,974−69.3% | Reduced |
| Moneta Group Investment Advisors LLC | 10,669 | $1.89M | 0.01% | −661−5.8% | Reduced |
| Mork Capital Management, LLC | 10,670 | $1.89M | 1.16% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 10,683 | $1.90M | 0.16% | +492+4.8% | Added |
| IFP Advisors, Inc | 10,692 | $1.90M | 0.04% | +604+6.0% | Added |
| Nations Financial Group Inc, | 10,721 | $1.90M | 0.10% | +4,976+86.6% | Added |
| Sagewood Asset Management LP | 10,765 | $1.91M | 0.68% | +10,765 | New |
| Premier Path Wealth Partners, LLC | 10,861 | $1.93M | 0.25% | +771+7.6% | Added |
| Delta Asset Management LLC | 10,987 | $1.95M | 0.17% | −55−0.5% | Reduced |
| Washington Trust Co | 10,990 | $1.95M | 0.06% | −185−1.7% | Reduced |
| Independent Financial Group, LLC | 11,020 | $1.96M | 0.04% | −931−7.8% | Reduced |
| Evolve Private Wealth, LLC | 11,053 | $1.96M | 0.12% | +11,053 | New |
| Moment Partners, LLC | 11,160 | $1.98M | 0.41% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 11,160 | $1.98M | 1.02% | +120+1.1% | Added |
| Cigna Investments Inc | 11,191 | $1.99M | 0.29% | −153−1.3% | Reduced |
| Gryphon Financial Partners LLC | 11,207 | $1.99M | 0.21% | +1,096+10.8% | Added |
| Community Bank, N.A. | 11,226 | $1.99M | 0.24% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,298 | $2.01M | 0.32% | −891−7.3% | Reduced |
| Wilkins Investment Counsel Inc | 11,299 | $2.01M | 0.29% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 11,305 | $2.01M | 0.20% | +11,305 | New |
| Independence Bank of Kentucky | 11,306 | $2.01M | 0.25% | −21−0.2% | Reduced |
| Chemung Canal Trust Co | 11,324 | $2.01M | 0.40% | −36−0.3% | Reduced |
| TLWM | 11,341 | $2.01M | 0.37% | −3,205−22.0% | Reduced |
| Avidian Wealth Solutions, LLC | 11,342 | $2.01M | 0.07% | −88−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,400 | $2.02M | 0.52% | −1,200−9.5% | Reduced |
| Ar Asset Management Inc | 11,400 | $2.02M | 0.41% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,420 | $2.03M | 0.10% | +4,398+62.6% | Added |
| Adviser Investments LLC | 11,501 | $2.04M | 0.02% | +1,596+16.1% | Added |
| North Dallas Bank & Trust Co | 11,528 | $2.05M | 1.33% | +11,528 | New |
| Allen Investment Management LLC | 11,559 | $2.05M | 0.02% | +7,615+193.1% | Added |
| Magnus Financial Group LLC | 11,574 | $2.05M | 0.16% | +66+0.6% | Added |
| Advisors Preferred, LLC | 11,300 | $2.06M | 0.34% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11,595 | $2.06M | 0.07% | −64−0.5% | Reduced |
| Long Run Wealth Advisors, LLC | 11,597 | $2.06M | 0.39% | +428+3.8% | Added |
| AlphaCore Capital LLC | 11,797 | $2.09M | 0.05% | +2,550+27.6% | Added |
| Berkshire Asset Management LLC | 11,802 | $2.10M | 0.09% | +318+2.8% | Added |
| Principle Wealth Partners LLC | 11,837 | $2.10M | 0.12% | +237+2.0% | Added |
| Courier Capital LLC | 11,886 | $2.11M | 0.12% | −2,486−17.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,886 | $2.11M | 0.08% | +4,745+66.4% | Added |
| Viewpoint Capital Management LLC | 11,894 | $2.11M | 0.91% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 11,911 | $2.11M | 0.12% | +215+1.8% | Added |
| Fox Run Management, L.L.C. | 11,913 | $2.11M | 0.33% | +11,913 | New |
| BCS Private Wealth Management, Inc. | 11,947 | $2.12M | 0.72% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,950 | $2.12M | 0.02% | +430+3.7% | Added |
| Prudent Man Advisors, LLC | 11,982 | $2.13M | 0.77% | −98−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 12,041 | $2.14M | 0.37% | +5,534+85.0% | Added |
| Verdence Capital Advisors LLC | 12,104 | $2.15M | 0.13% | −10.0% | Reduced |
| Excalibur Management Corp | 12,191 | $2.16M | 0.78% | −161−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,254 | $2.17M | 0.49% | +12,254 | New |
| Chatham Capital Group, Inc. | 12,341 | $2.19M | 0.31% | −215−1.7% | Reduced |
| Garner Asset Management Corp | 12,408 | $2.20M | 0.85% | −795−6.0% | Reduced |
| Trustmark National Bank Trust Department | 12,479 | $2.22M | 0.14% | −54−0.4% | Reduced |
| Tounjian Advisory Partners, LLC | 12,560 | $2.23M | 0.76% | +12,560 | New |
| Convergence Investment Partners, LLC | 12,568 | $2.23M | 0.44% | −394−3.0% | Reduced |
| WCG Wealth Advisors LLC | 12,668 | $2.25M | 0.06% | +12,668 | New |
| M&G Plc | 12,635 | $2.25M | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 12,699 | $2.25M | 0.33% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 12,036 | $2.28M | 0.07% | −1,842−13.3% | Reduced |
| Greenwich Wealth Management LLC | 12,859 | $2.28M | 0.10% | +145+1.1% | Added |
| Westpac Banking Corp | 12,860 | $2.28M | 0.14% | −114−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 12,894 | $2.29M | 0.02% | −585−4.3% | Reduced |
| Lansing Street Advisors | 12,911 | $2.29M | 0.59% | +162+1.3% | Added |
| Harfst & Associates, Inc. | 12,913 | $2.29M | 0.41% | −239−1.8% | Reduced |
| Trust Co of Vermont | 12,937 | $2.30M | 0.10% | −1,102−7.8% | Reduced |
| Center for Wealth Management Advisory | 13,017 | $2.31M | 1.70% | +13,017 | New |
| Moss Adams Wealth Advisors LLC | 13,172 | $2.34M | 0.17% | −50−0.4% | Reduced |
| Phoenix Holdings Ltd. | 21,282 | $2.34M | 0.03% | +9,478+80.3% | Added |
| Great Diamond Partners, LLC | 13,233 | $2.35M | 0.45% | −40−0.3% | Reduced |
| NBT Bank N A | 13,340 | $2.35M | 0.15% | −156−1.2% | Reduced |
| Axecap Investments, LLC | 13,268 | $2.36M | 1.45% | +13,268 | New |
| Bridgewater Associates, LP | 13,283 | $2.36M | 0.01% | +13,283 | New |
| Profund Advisors LLC | 13,418 | $2.38M | 0.07% | −3,190−19.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,456 | $2.39M | 0.18% | +90+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,456 | $2.39M | 0.19% | +4,184+45.1% | Added |
| Quadcap Wealth Management, LLC | 13,469 | $2.39M | 0.27% | −270−2.0% | Reduced |
| Mather Group, LLC. | 13,497 | $2.40M | 0.02% | +591+4.6% | Added |
| Systematic Financial Management LP | 13,500 | $2.40M | 0.06% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 13,562 | $2.41M | 0.87% | −21−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 13,586 | $2.41M | 0.14% | +552+4.2% | Added |
| Mutual Advisors, LLC | 13,602 | $2.41M | 0.05% | +370+2.8% | Added |
| Chesapeake Wealth Management | 13,648 | $2.42M | 0.72% | −441−3.1% | Reduced |
| Wakefield Asset Management LLLP | 13,716 | $2.44M | 0.66% | −3,740−21.4% | Reduced |
| J.W. Cole Advisors, Inc. | 23,603 | $2.44M | 0.06% | +408+1.8% | Added |
| LS Investment Advisors, LLC | 13,760 | $2.44M | 0.34% | −405−2.9% | Reduced |
| Savvy Advisors, Inc. | 13,765 | $2.44M | 0.08% | +3,962+40.4% | Added |
| Wellington Shields Capital Management, LLC | 13,767 | $2.44M | 0.36% | −277−2.0% | Reduced |
| First Citizens Bank & Trust Co | 13,774 | $2.45M | 0.05% | +1,631+13.4% | Added |
| Trust Asset Management LLC | 13,779 | $2.45M | 0.17% | −532−3.7% | Reduced |