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 |
|---|---|---|---|---|---|
| Shaker Investments LLC | 17,894 | $3.18M | 1.32% | −119−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 17,927 | $3.18M | 0.21% | −207−1.1% | Reduced |
| Strategic Advisors LLC | 17,943 | $3.19M | 0.50% | +35+0.2% | Added |
| Ascent Group, LLC | 17,974 | $3.19M | 0.11% | −406−2.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 18,170 | $3.23M | 0.36% | +277+1.5% | Added |
| Snowden Capital Advisors LLC | 18,174 | $3.23M | 0.08% | +3,060+20.2% | Added |
| SHP Wealth Management | 18,337 | $3.26M | 0.25% | +18,337 | New |
| Capital Investment Counsel, Inc | 18,371 | $3.26M | 0.38% | 00.0% | Unchanged |
| Whittier Trust Co | 17,384 | $3.26M | 0.04% | −192−1.1% | Reduced |
| Hudson Canyon Capital Management | 18,385 | $3.26M | 1.91% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 18,415 | $3.27M | 0.10% | +65+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 18,690 | $3.32M | 0.04% | +1,483+8.6% | Added |
| Davenport & Co LLC | 18,749 | $3.33M | 0.02% | +611+3.4% | Added |
| Howland Capital Management LLC | 18,898 | $3.35M | 0.13% | +3,259+20.8% | Added |
| Krilogy Financial LLC | 18,478 | $3.36M | 0.11% | +1,658+9.9% | Added |
| Insight Inv LLC | 18,966 | $3.37M | 1.89% | +347+1.9% | Added |
| D L Carlson Investment Group Inc | 18,969 | $3.37M | 0.57% | −1,034−5.2% | Reduced |
| Caldwell Trust Co | 19,026 | $3.38M | 0.30% | −479−2.5% | Reduced |
| Schear Investment Advisers, LLC | 19,197 | $3.41M | 1.47% | +1,533+8.7% | Added |
| Graphene Investments SAS | 19,200 | $3.41M | 2.14% | −3,800−16.5% | Reduced |
| Acropolis Investment Management, LLC | 19,252 | $3.42M | 0.15% | −1,404−6.8% | Reduced |
| Cacti Asset Management LLC | 19,000 | $3.42M | 0.21% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 19,281 | $3.42M | 0.79% | +19,281 | New |
| Hunter Associates Investment Management LLC | 19,446 | $3.45M | 0.46% | −182−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 19,500 | $3.46M | 0.80% | −1,200−5.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 26,570 | $3.47M | 0.28% | +26,570 | New |
| Andra AP-fonden | 19,597 | $3.48M | 0.04% | +19,597 | New |
| Capital Investment Advisors, LLC | 19,623 | $3.48M | 0.05% | −1,015−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 19,669 | $3.49M | 0.05% | +1,910+10.8% | Added |
| Choate Investment Advisors | 19,670 | $3.49M | 0.07% | +1,185+6.4% | Added |
| Baldwin Investment Management, LLC | 19,673 | $3.49M | 0.39% | +10.0% | Added |
| KCM Investment Advisors LLC | 20,080 | $3.56M | 0.11% | −678−3.3% | Reduced |
| Stokes Capital Advisors, LLC | 20,195 | $3.59M | 0.82% | +20,195 | New |
| Werlinich Asset Management, LLC | 20,070 | $3.59M | 1.77% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,327 | $3.61M | 0.10% | +176+0.9% | Added |
| Cornerstone Planning, LLC | 20,302 | $3.62M | 0.84% | +20,302 | New |
| Smartleaf Asset Management LLC | 20,257 | $3.63M | 0.14% | +3,284+19.3% | Added |
| McKinley Carter Wealth Services, Inc. | 20,476 | $3.64M | 0.20% | −170−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,511 | $3.64M | 0.09% | +2,336+12.9% | Added |
| MidFirst Bank | 20,584 | $3.65M | 0.29% | +20,584 | New |
| MainStreet Investment Advisors LLC | 20,601 | $3.66M | 0.53% | −1,671−7.5% | Reduced |
| Alaethes Wealth LLC | 20,655 | $3.67M | 1.03% | −60.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,102 | $3.67M | 0.03% | −250−1.2% | Reduced |
| Coastline Trust Co | 20,766 | $3.69M | 0.35% | +4,280+26.0% | Added |
| Hurley Capital, LLC | 20,778 | $3.69M | 2.07% | +91+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 20,808 | $3.69M | 0.18% | +10,900+110.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,820 | $3.70M | 0.07% | −1,418−6.4% | Reduced |
| Steel Peak Wealth Management LLC | 20,840 | $3.70M | 0.12% | −32,281−60.8% | Reduced |
| ISAM Funds (UK) Ltd | 20,851 | $3.70M | 1.33% | +20,851 | New |
| Lipe & Dalton | 20,923 | $3.71M | 1.83% | −1,831−8.0% | Reduced |
| Regions Financial Corp | 20,928 | $3.72M | 0.02% | +127+0.6% | Added |
| GM Advisory Group, Inc. | 20,988 | $3.73M | 0.15% | +39+0.2% | Added |
| Moody National Bank Trust Division | 21,181 | $3.76M | 0.36% | −10,424−33.0% | Reduced |
| William B. Walkup & Associates, Inc. | 21,228 | $3.77M | 2.06% | −379−1.8% | Reduced |
| Sit Investment Associates Inc | 21,305 | $3.78M | 0.07% | +21,305 | New |
| Integrated Wealth Concepts LLC | 21,436 | $3.81M | 0.05% | −6,322−22.8% | Reduced |
| Sagespring Wealth Partners, LLC | 21,494 | $3.82M | 0.07% | +1,569+7.9% | Added |
| True North Advisors, LLC | 21,538 | $3.82M | 0.49% | +368+1.7% | Added |
| IFG Advisory, LLC | 21,563 | $3.83M | 0.17% | −70.0% | Reduced |
| Aaron Wealth Advisors | 21,730 | $3.86M | 0.21% | +3,306+17.9% | Added |
| River Street Advisors LLC | 21,742 | $3.86M | 1.45% | +418+2.0% | Added |
| TCTC Holdings, LLC | 21,762 | $3.86M | 0.12% | 00.0% | Unchanged |
| Tema ETFs LLC | 21,773 | $3.87M | 0.30% | −64−0.3% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $3.87M | 0.12% | 00.0% | Unchanged |
| Asio Capital, LLC | 21,952 | $3.90M | 0.55% | −380−1.7% | Reduced |
| YHB Investment Advisors, Inc. | 22,233 | $3.95M | 0.27% | −375−1.7% | Reduced |
| Am Investment Strategies LLC | 22,137 | $3.96M | 0.82% | −63−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,406 | $3.98M | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 22,510 | $4.00M | 0.11% | +18,180+419.9% | Added |
| Donoghue Forlines LLC | 22,703 | $4.03M | 1.25% | +13,019+134.4% | Added |
| Canandaigua National Bank & Trust Co | 22,731 | $4.04M | 0.36% | −735−3.1% | Reduced |
| Alcosta Capital Management, Inc. | 22,898 | $4.07M | 2.56% | +22,898 | New |
| J. Safra Sarasin Holding AG | 22,961 | $4.08M | 0.07% | −2,668−10.4% | Reduced |
| Syon Capital LLC | 23,025 | $4.09M | 0.20% | +1,565+7.3% | Added |
| Atomi Financial Group, Inc. | 23,037 | $4.09M | 0.12% | +2,743+13.5% | Added |
| Lighthouse Financial Services Inc | 23,109 | $4.10M | 0.94% | +23,109 | New |
| Leavell Investment Management, Inc. | 23,178 | $4.11M | 0.17% | +480+2.1% | Added |
| Meridian Wealth Management, LLC | 23,574 | $4.19M | 0.15% | −1,118−4.5% | Reduced |
| Ramirez Asset Management, Inc. | 23,846 | $4.23M | 0.56% | 00.0% | Unchanged |
| Vestcor Inc | 23,926 | $4.25M | 0.12% | 00.0% | Unchanged |
| Northeast Investment Management | 23,939 | $4.25M | 0.17% | −458−1.9% | Reduced |
| Concord Asset Management, LLC | 24,127 | $4.28M | 0.74% | +283+1.2% | Added |
| LSV Asset Management | 24,227 | $4.30M | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 24,242 | $4.30M | 0.15% | +1,752+7.8% | Added |
| Northstar Advisory Group, LLC | 24,304 | $4.31M | 1.53% | +10,242+72.8% | Added |
| Concord Wealth Partners | 24,560 | $4.36M | 0.57% | +850+3.6% | Added |
| Community Trust & Investment Co | 24,649 | $4.38M | 0.23% | −506−2.0% | Reduced |
| Summit Trail Advisors, LLC | 24,650 | $4.38M | 0.08% | −3,757−13.2% | Reduced |
| Brookstone Capital Management | 24,797 | $4.40M | 0.05% | +1,655+7.2% | Added |
| Exchange Traded Concepts, LLC | 24,846 | $4.41M | 0.04% | +1,919+8.4% | Added |
| Stolper Co | 24,844 | $4.41M | 1.30% | +120.0% | Added |
| Trust Co of Toledo NA | 24,894 | $4.42M | 0.44% | −400−1.6% | Reduced |
| Trexquant Investment LP | 24,904 | $4.42M | 0.04% | +24,904 | New |
| Meridian Wealth Advisors, LLC | 24,959 | $4.43M | 0.61% | +24,959 | New |
| Arrow Capital Pty Ltd | 25,000 | $4.44M | 4.25% | +25,000 | New |
| Trilogy Capital Inc. | 25,014 | $4.44M | 0.20% | −2,305−8.4% | Reduced |
| Beacon Pointe Advisors, LLC | 25,057 | $4.45M | 0.03% | +1,179+4.9% | Added |
| Franklin Street Advisors Inc | 25,061 | $4.45M | 0.25% | +61+0.2% | Added |
| Bradyco, Inc. | 25,328 | $4.50M | 5.58% | −20,000−44.1% | Reduced |
| Patten & Patten Inc | 25,359 | $4.50M | 0.26% | −4,799−15.9% | Reduced |