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 |
|---|---|---|---|---|---|
| Central Asset Investments & Management Holdings (HK) Ltd | 13,873 | $2.46M | 1.60% | +7,658+123.2% | Added |
| Compton Wealth Advisory Group, LLC | 13,876 | $2.46M | 0.54% | −249−1.8% | Reduced |
| Norden Group LLC | 13,963 | $2.48M | 0.24% | +114+0.8% | Added |
| Vanguard Capital Wealth Advisors | 13,966 | $2.48M | 1.98% | +405+3.0% | Added |
| Tocqueville Asset Management L.P. | 14,034 | $2.49M | 0.04% | +144+1.0% | Added |
| Financial Engines Advisors L.L.C. | 14,042 | $2.49M | 0.00% | +3,028+27.5% | Added |
| Twin Capital Management Inc | 14,043 | $2.49M | 0.31% | +3,109+28.4% | Added |
| Quent Capital, LLC | 14,055 | $2.50M | 0.18% | +354+2.6% | Added |
| Diligent Investors, LLC | 14,155 | $2.51M | 0.62% | −65−0.5% | Reduced |
| Wedmont Private Capital | 13,622 | $2.52M | 0.09% | −616−4.3% | Reduced |
| Fortis Capital Advisors, LLC | 14,231 | $2.53M | 0.37% | −1,579−10.0% | Reduced |
| Umpqua Bank | 14,270 | $2.53M | 0.70% | −622−4.2% | Reduced |
| Ronald Blue Trust, Inc. | 14,332 | $2.54M | 0.03% | −849−5.6% | Reduced |
| Northcape Wealth Management, LLC | 14,347 | $2.55M | 0.72% | −300−2.0% | Reduced |
| Avestar Capital, LLC | 14,435 | $2.56M | 0.18% | −473−3.2% | Reduced |
| Matrix Trust Co | 14,462 | $2.57M | 0.42% | −632−4.2% | Reduced |
| IPG Investment Advisors LLC | 14,509 | $2.58M | 0.45% | −707−4.6% | Reduced |
| Insigneo Advisory Services, LLC | 14,571 | $2.59M | 0.19% | −405−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 14,602 | $2.59M | 0.18% | −582−3.8% | Reduced |
| Evoke Wealth, LLC | 14,624 | $2.60M | 0.05% | −366−2.4% | Reduced |
| NVWM, LLC | 14,664 | $2.60M | 0.57% | −751−4.9% | Reduced |
| Interchange Capital Partners, LLC | 14,666 | $2.60M | 0.48% | −29−0.2% | Reduced |
| DRW Securities, LLC | 14,720 | $2.61M | 0.20% | −23,691−61.7% | Reduced |
| 1st Source Bank | 14,814 | $2.63M | 0.14% | −1,300−8.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14,840 | $2.63M | 0.10% | −162−1.1% | Reduced |
| New England Research & Management, Inc. | 14,875 | $2.64M | 1.16% | −400−2.6% | Reduced |
| Mystic Asset Management, Inc. | 14,882 | $2.64M | 0.60% | −28−0.2% | Reduced |
| CFM Wealth Partners LLC | 14,885 | $2.64M | 0.38% | +2,057+16.0% | Added |
| Engineers Gate Manager LP | 15,025 | $2.67M | 0.03% | +15,025 | New |
| Dorsey & Whitney Trust CO LLC | 15,030 | $2.67M | 0.14% | +280+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 15,032 | $2.67M | 0.01% | −45,080−75.0% | Reduced |
| Trust Investment Advisors | 15,050 | $2.67M | 1.42% | +95+0.6% | Added |
| Waterfront Wealth Inc. | 14,836 | $2.69M | 0.51% | −46−0.3% | Reduced |
| AlTi Global, Inc. | 15,188 | $2.70M | 0.06% | +1,694+12.6% | Added |
| Decatur Capital Management, Inc. | 15,237 | $2.71M | 1.10% | −758−4.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,287 | $2.71M | 0.07% | +1,263+9.0% | Added |
| Meadowbrook Advisors Group, LLC | 15,322 | $2.72M | 1.52% | +15,322 | New |
| Headlands Technologies LLC | 15,356 | $2.73M | 0.23% | +15,356 | New |
| Checchi Capital Advisers, LLC | 15,356 | $2.73M | 0.19% | −249−1.6% | Reduced |
| Wolff Wiese Magana LLC | 15,365 | $2.73M | 1.49% | +213+1.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $2.73M | 1.77% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.75M | 0.83% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 15,579 | $2.77M | 0.01% | +2,879+22.7% | Added |
| White Pine Capital LLC | 15,622 | $2.77M | 0.76% | −30−0.2% | Reduced |
| Prospera Financial Services Inc | 15,759 | $2.80M | 0.05% | +1,193+8.2% | Added |
| Aspen Grove Capital, LLC | 15,767 | $2.80M | 0.49% | +30.0% | Added |
| Machina Capital S.A.S. | 15,808 | $2.81M | 0.54% | +15,808 | New |
| Charter Oak Capital Management, LLC | 15,824 | $2.81M | 0.21% | −262−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,893 | $2.82M | 0.07% | +3,790+31.3% | Added |
| Parkside Financial Bank & Trust | 15,894 | $2.82M | 0.21% | +44+0.3% | Added |
| AMG National Trust Bank | 15,932 | $2.83M | 0.07% | +1,132+7.6% | Added |
| BDF-Gestion | 15,938 | $2.83M | 0.35% | +15,938 | New |
| Brown Financial Advisors | 15,939 | $2.83M | 1.04% | −968−5.7% | Reduced |
| Cherokee Insurance Co | 16,000 | $2.84M | 1.15% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 16,000 | $2.84M | 0.56% | +16,000 | New |
| Qtron Investments LLC | 16,103 | $2.86M | 0.37% | −2,307−12.5% | Reduced |
| LOM Asset Management Ltd | 16,162 | $2.87M | 0.83% | +118+0.7% | Added |
| St. Louis Financial Planners Asset Management, LLC | 16,166 | $2.87M | 1.76% | +16,166 | New |
| Freedom Day Solutions, LLC | 16,269 | $2.89M | 0.78% | −467−2.8% | Reduced |
| Arrow Financial Corp | 16,270 | $2.89M | 0.29% | −562−3.3% | Reduced |
| IFC Advisors LLC | 16,385 | $2.91M | 0.42% | +35+0.2% | Added |
| Altman Advisors, Inc. | 16,408 | $2.91M | 1.10% | −500−3.0% | Reduced |
| Capula Management Ltd | 16,453 | $2.92M | 0.02% | +13,986+566.9% | Added |
| King Luther Capital Management Corp | 16,478 | $2.93M | 0.01% | −169−1.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.93M | 0.05% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 16,394 | $2.95M | 0.52% | −767−4.5% | Reduced |
| Somerset Trust Co | 16,656 | $2.96M | 0.90% | +196+1.2% | Added |
| Institute for Wealth Management, LLC. | 16,718 | $2.97M | 0.31% | −128−0.8% | Reduced |
| Oak Asset Management, LLC | 16,763 | $2.98M | 1.01% | −165−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 16,909 | $3.00M | 0.06% | +1,063+6.7% | Added |
| Heritage Trust Co | 16,923 | $3.00M | 0.31% | +1,533+10.0% | Added |
| Ironwood Investment Counsel, LLC | 16,942 | $3.01M | 0.42% | −229−1.3% | Reduced |
| Hall Laurie J Trustee | 17,000 | $3.02M | 1.00% | −1,000−5.6% | Reduced |
| GTS Securities LLC | 17,038 | $3.02M | 0.10% | +9,750+133.8% | Added |
| XTX Topco Ltd | 17,061 | $3.03M | 0.08% | +2,821+19.8% | Added |
| Cookson Peirce & Co Inc | 17,150 | $3.04M | 0.13% | +1,214+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 17,157 | $3.05M | 0.03% | +2,462+16.8% | Added |
| BOK Financial Private Wealth, Inc. | 17,204 | $3.05M | 0.19% | −48−0.3% | Reduced |
| Optiver Holding B.V. | 17,322 | $3.08M | 0.06% | +17,322 | New |
| Systematic Alpha Investments, LLC | 17,326 | $3.08M | 0.10% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 17,332 | $3.08M | 0.52% | +2,007+13.1% | Added |
| Alerus Financial NA | 17,363 | $3.08M | 0.15% | −10,924−38.6% | Reduced |
| Harvest Investment Advisors, LLC | 17,369 | $3.08M | 1.75% | −1,625−8.6% | Reduced |
| Intrust Bank NA | 17,387 | $3.09M | 0.26% | +218+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,397 | $3.09M | 0.93% | −1,980−10.2% | Reduced |
| Bradley Foster & Sargent Inc | 17,412 | $3.09M | 0.05% | −20.0% | Reduced |
| Valeo Financial Advisors, LLC | 17,418 | $3.09M | 0.07% | +343+2.0% | Added |
| Abbot Financial Management, Inc. | 17,425 | $3.09M | 1.28% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,455 | $3.10M | 0.11% | −1,568−8.2% | Reduced |
| Mach-1 Financial Group, Inc. | 17,493 | $3.11M | 0.64% | +17,493 | New |
| Crestwood Advisors Group LLC | 17,511 | $3.11M | 0.05% | +827+5.0% | Added |
| Rydar Equities, Inc. | 17,527 | $3.11M | 2.43% | −393−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 17,557 | $3.12M | 0.03% | +72+0.4% | Added |
| Covenant Asset Management, LLC | 17,565 | $3.12M | 0.60% | −1,321−7.0% | Reduced |
| Centaurus Financial, Inc. | 17,625 | $3.13M | 0.14% | +1,830+11.6% | Added |
| Dynasty Wealth Management, LLC | 17,641 | $3.13M | 0.03% | +1,434+8.8% | Added |
| Granite Group Advisors, LLC | 17,656 | $3.13M | 1.78% | −525−2.9% | Reduced |
| Fulcrum Asset Management LLP | 17,542 | $3.14M | 0.87% | −520−2.9% | Reduced |
| JPL Wealth Management, LLC | 17,756 | $3.15M | 0.77% | −642−3.5% | Reduced |
| PFG Investments, LLC | 17,780 | $3.16M | 0.15% | +164+0.9% | Added |