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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 25,383 | $4.51M | 0.62% | +160+0.6% | Added |
| Harbor Capital Advisors, Inc. | 25,516 | $4.53M | 0.35% | −37−0.1% | Reduced |
| TD Private Client Wealth LLC | 25,542 | $4.53M | 0.10% | −1,632−6.0% | Reduced |
| We Are One Seven, LLC | 25,569 | $4.54M | 0.09% | +1,115+4.6% | Added |
| Wealthspire Advisors, LLC | 25,669 | $4.56M | 0.04% | +3,526+15.9% | Added |
| Transcend Wealth Collective, LLC | 25,754 | $4.57M | 0.35% | +1,926+8.1% | Added |
| Palisade Asset Management, LLC | 25,807 | $4.58M | 0.45% | −60−0.2% | Reduced |
| National Asset Management, Inc. | 25,849 | $4.59M | 0.22% | −82−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 24,571 | $4.61M | 0.19% | −1,047−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 25,992 | $4.61M | 0.05% | +603+2.4% | Added |
| Truvestments Capital LLC | 26,025 | $4.62M | 0.84% | −483−1.8% | Reduced |
| Rossmore Private Capital | 26,124 | $4.64M | 0.42% | +1,153+4.6% | Added |
| GAM Holding AG | 26,130 | $4.64M | 0.30% | +23,576+923.1% | Added |
| First National Bank of Omaha | 26,184 | $4.65M | 0.14% | −6,584−20.1% | Reduced |
| First National Advisers, LLC | 26,224 | $4.66M | 0.64% | −6,315−19.4% | Reduced |
| Dimension Capital Management LLC | 26,270 | $4.66M | 0.65% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 26,297 | $4.67M | 0.05% | +10,086+62.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 26,080 | $4.67M | 0.44% | +933+3.7% | Added |
| Next Level Private LLC | 26,342 | $4.68M | 1.23% | −60.0% | Reduced |
| Lincluden Management Ltd | 26,422 | $4.69M | 0.40% | −5,724−17.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,451 | $4.70M | 0.11% | +13,934+111.3% | Added |
| Griffin Asset Management, Inc. | 26,537 | $4.71M | 0.51% | +1,345+5.3% | Added |
| Cullinan Associates Inc | 26,744 | $4.75M | 0.32% | −7,406−21.7% | Reduced |
| Arkadios Wealth Advisors | 26,772 | $4.75M | 0.09% | +4,572+20.6% | Added |
| Hodges Capital Management Inc. | 27,193 | $4.83M | 0.41% | −158−0.6% | Reduced |
| Meyer Handelman Co | 27,338 | $4.85M | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 27,563 | $4.89M | 0.04% | −308−1.1% | Reduced |
| Central Trust Co | 27,656 | $4.91M | 0.10% | −2,921−9.6% | Reduced |
| K.J. Harrison & Partners Inc | 27,709 | $4.92M | 0.65% | 00.0% | Unchanged |
| Smith, Salley & Associates | 27,838 | $4.94M | 0.24% | +2,093+8.1% | Added |
| Quest Partners LLC | 28,107 | $4.99M | 0.28% | −1,461−4.9% | Reduced |
| Pensionmark Financial Group, LLC | 28,138 | $5.00M | 0.08% | +7,272+34.9% | Added |
| Benjamin Edwards Inc | 28,220 | $5.01M | 0.06% | +1,605+6.0% | Added |
| Americana Partners, LLC | 28,242 | $5.01M | 0.14% | −810−2.8% | Reduced |
| CBOE Vest Financial, LLC | 28,269 | $5.02M | 0.06% | +7,030+33.1% | Added |
| Signaturefd, LLC | 28,280 | $5.02M | 0.08% | +956+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 28,365 | $5.04M | 0.08% | −40,507−58.8% | Reduced |
| Northwest Bancshares, Inc. | 28,382 | $5.04M | 0.97% | −5,382−15.9% | Reduced |
| New Millennium Group LLC | 28,510 | $5.06M | 2.19% | −880−3.0% | Reduced |
| Myriad Asset Management Advisors LLC | 28,520 | $5.06M | 1.56% | +28,520 | New |
| Amica Mutual Insurance Co | 28,530 | $5.07M | 0.44% | −3,771−11.7% | Reduced |
| Cornerstone Advisors, LLC | 28,600 | $5.08M | 0.17% | −66,600−70.0% | Reduced |
| Evergreen Capital Management LLC | 28,655 | $5.09M | 0.11% | +16,308+132.1% | Added |
| Stephens Inc | 28,692 | $5.09M | 0.06% | +439+1.6% | Added |
| Brown Brothers Harriman & Co | 28,792 | $5.11M | 0.03% | +5,532+23.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,070 | $5.16M | 0.01% | −61,952−68.1% | Reduced |
| Financial Advisory Service, Inc. | 29,172 | $5.18M | 0.33% | +1,418+5.1% | Added |
| Mattson Financial Services, LLC | 29,231 | $5.19M | 1.21% | −2,120−6.8% | Reduced |
| Farther Finance Advisors, LLC | 29,744 | $5.28M | 0.06% | +8,512+40.1% | Added |
| EFG International AG | 29,910 | $5.31M | 0.10% | +29,910 | New |
| Glass Wealth Management Co LLC | 29,969 | $5.32M | 2.18% | +2,643+9.7% | Added |
| Gifford Fong Associates | 30,000 | $5.33M | 1.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 30,295 | $5.38M | 0.23% | +2,530+9.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $5.38M | 0.35% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 30,327 | $5.38M | 0.09% | +30,327 | New |
| StoneX Group Inc. | 30,322 | $5.38M | 0.23% | +1,056+3.6% | Added |
| Fidelis Capital Partners, LLC | 30,482 | $5.41M | 0.39% | +637+2.1% | Added |
| Forum Financial Management, LP | 30,489 | $5.41M | 0.07% | −2,605−7.9% | Reduced |
| HCR Wealth Advisors | 30,496 | $5.41M | 0.54% | +246+0.8% | Added |
| Dana Investment Advisors, Inc. | 30,679 | $5.45M | 0.16% | +225+0.7% | Added |
| Sowell Financial Services LLC | 30,796 | $5.47M | 0.20% | −58−0.2% | Reduced |
| Salem Investment Counselors Inc | 30,905 | $5.49M | 0.15% | +314+1.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 31,001 | $5.50M | 2.75% | −683−2.2% | Reduced |
| Torray LLC | 31,138 | $5.53M | 0.79% | −8,594−21.6% | Reduced |
| Sculati Wealth Management, LLC | 31,146 | $5.53M | 1.95% | +168+0.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,174 | $5.53M | 0.39% | −11,000−26.1% | Reduced |
| CoreCap Advisors, LLC | 31,614 | $5.61M | 0.20% | +2,017+6.8% | Added |
| South State Corp. | 31,877 | $5.66M | 0.25% | +375+1.2% | Added |
| VMS Asset Management Limited | 31,900 | $5.66M | 2.18% | +31,900 | New |
| Equitable Holdings, Inc. | 32,092 | $5.70M | 0.04% | −712−2.2% | Reduced |
| Sigma Planning Corp | 32,142 | $5.71M | 0.16% | +328+1.0% | Added |
| Scholtz & Company, LLC | 32,219 | $5.72M | 2.48% | +101+0.3% | Added |
| Cresset Asset Management, LLC | 32,245 | $5.72M | 0.02% | +227+0.7% | Added |
| Aquatic Capital Management LLC | 32,267 | $5.73M | 0.16% | +32,267 | New |
| Everence Capital Management Inc | 32,291 | $5.73M | 0.34% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32,583 | $5.78M | 0.17% | −58,796−64.3% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $5.83M | 1.97% | 00.0% | Unchanged |
| RNC Capital Management LLC | 32,836 | $5.83M | 0.27% | −1,245−3.7% | Reduced |
| Securian Asset Management, Inc | 32,844 | $5.83M | 0.22% | −25,746−43.9% | Reduced |
| Sciencast Management LP | 32,919 | $5.84M | 0.81% | +32,919 | New |
| Cito Capital Group, LLC | 32,955 | $5.85M | 1.71% | −3,200−8.9% | Reduced |
| GAMMA Investing LLC | 33,094 | $5.88M | 0.30% | +2,650+8.7% | Added |
| Adell Harriman & Carpenter Inc | 33,207 | $5.90M | 0.35% | +3,266+10.9% | Added |
| L & S Advisors Inc | 33,211 | $5.90M | 0.54% | +33,211 | New |
| Core Alternative Capital | 33,276 | $5.91M | 1.63% | −543−1.6% | Reduced |
| Bleakley Financial Group, LLC | 33,552 | $5.96M | 0.10% | +4,532+15.6% | Added |
| Hamilton Capital Partners Inc. | 33,566 | $5.96M | 0.22% | −1,886−5.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 33,869 | $6.01M | 0.07% | −639−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 33,898 | $6.02M | 0.19% | +10.0% | Added |
| KMG Fiduciary Partners, LLC | 33,946 | $6.03M | 0.43% | −810−2.3% | Reduced |
| Logan Capital Management Inc | 33,993 | $6.03M | 0.25% | −1,039−3.0% | Reduced |
| Financial Advisory Partners, LLC | 34,063 | $6.05M | 1.71% | −401−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 34,072 | $6.05M | 0.12% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 34,100 | $6.05M | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 34,192 | $6.07M | 0.09% | −10,441−23.4% | Reduced |
| Voleon Capital Management LP | 34,333 | $6.10M | 0.13% | +12,632+58.2% | Added |
| Highland Capital Management, LLC | 34,410 | $6.11M | 0.30% | −1,610−4.5% | Reduced |
| Lighthouse Investment Partners, LLC | 34,433 | $6.11M | 0.20% | −146,967−81.0% | Reduced |
| Carret Asset Management, LLC | 34,466 | $6.12M | 0.58% | +20.0% | Added |
| Change Path, LLC | 34,491 | $6.12M | 0.15% | +1,490+4.5% | Added |