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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; 2,745 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.

Institutional holdersQ4 2025: 2,533 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2025: $239.4B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2025.

Institutions holding MS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Imprint Wealth LLC95$16.9K0.08%+95New
Birchbrook, Inc.95$16.9K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC96$17.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC98$17.4K0.00%00.0%Unchanged
American Capital Advisory, LLC98$17.4K0.01%+11+12.6%Added
Arlington Trust Co LLC100$17.8K0.00%−48−32.4%Reduced
Estabrook Capital Management100$17.8K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$17.8K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC100$17.8K0.01%00.0%Unchanged
Investors Portfolio Services LLC100$17.8K0.02%+100New
Gables Capital Management Inc.103$18.3K0.01%00.0%Unchanged
NCP Inc.103$18.3K0.01%+103New
IMG Wealth Management, Inc.106$18.8K0.01%+14+15.2%Added
Westend Capital Management, LLC107$19.0K0.01%+23+27.4%Added
Frazier Financial Advisors, LLC109$19.4K0.01%−3−2.7%Reduced
Bayban109$19.4K0.02%+109New
Seneschal Advisors, LLC111$19.7K0.01%00.0%Unchanged
First Pacific Financial112$19.8K0.00%+1+0.9%Added
Nemes Rush Group LLC113$20.1K0.00%+46+68.7%Added
LGT Financial Advisors LLC116$20.6K0.13%00.0%Unchanged
Mascoma Wealth Management LLC116$20.6K0.00%+16+16.0%Added
Essential Partners LLC116$20.6K0.01%+43+58.9%Added
Kentucky Trust Co119$21.1K0.01%00.0%Unchanged
Raffa Wealth Management, LLC119$21.1K0.00%+15+14.4%Added
Penserra Capital Management LLC126$22.0K0.00%−3,592−96.6%Reduced
Vision Financial Markets LLC124$22.0K0.02%00.0%Unchanged
ZRC Wealth Management, LLC125$22.2K0.01%+40+47.1%Added
Wilkerson Advisory Group LLC127$22.5K0.01%+127New
Valued Wealth Advisors LLC130$23.0K0.01%+17+15.0%Added
10Elms LLP137$24.3K0.02%00.0%Unchanged
Silicon Valley Capital Partners138$24.5K0.00%+1+0.7%Added
Joseph Group Capital Management138$24.5K0.01%+138New
Motiv8 Investments LLC139$25.0K0.01%+139New
Purpose Unlimited Inc.141$25.0K0.00%+141New
Redmont Wealth Advisors LLC142$25.2K0.04%00.0%Unchanged
Cape Investment Advisory, Inc.150$26.6K0.01%+84+127.3%Added
Olistico Wealth, LLC154$27.3K0.01%+154New
Aspect Partners, LLC157$27.9K0.01%−83−34.6%Reduced
First PREMIER Bank156$28.0K0.01%−89−36.3%Reduced
Private Wealth Management Group, LLC158$28.1K0.01%−20−11.2%Reduced
Lodestone Wealth Management LLC159$28.2K0.01%+159New
Triumph Capital Management161$28.6K0.01%+161New
Stephens Consulting, LLC162$28.8K0.01%+37+29.6%Added
Quest 10 Wealth Builders, Inc.166$29.5K0.03%00.0%Unchanged
Nvest Wealth Strategies, Inc.174$30.9K0.02%+174New
Westside Investment Management, Inc.171$31.0K0.00%+25+17.1%Added
Archer Investment Corp175$31.0K0.01%−17−8.9%Reduced
Park Square Financial Group, LLC248$31.2K0.19%−20−7.5%Reduced
Red Tortoise LLC176$31.2K0.01%+1+0.6%Added
Mowery & Schoenfeld Wealth Management, LLC176$31.3K0.05%+167+1,855.6%Added
Cornerstone Financial Management LLC178$31.6K0.03%+178New
Broadwater Capital Management LLC183$32.5K0.02%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd185$32.8K0.00%00.0%Unchanged
High Note Wealth, LLC187$33.2K0.01%+70+59.8%Added
Elevated Capital Advisors, LLC188$33.3K0.01%+188New
Dunhill Financial, LLC190$33.7K0.01%+14+8.0%Added
MTM Investment Management, LLC200$35.5K0.01%−590−74.7%Reduced
WFA of San Diego, LLC200$35.5K0.03%00.0%Unchanged
Beaird Harris Wealth Management, LLC202$35.8K0.00%−156−43.6%Reduced
Noble Wealth Management PBC202$35.9K0.02%+26+14.8%Added
Close Asset Management Ltd200$36.0K0.00%−450−69.2%Reduced
Anfield Capital Management, LLC203$36.0K0.01%+141+227.4%Added
Farmers & Merchants Trust Co of Chambersburg PA210$37.0K0.01%00.0%Unchanged
Davis Capital Management212$37.6K0.03%−48−18.5%Reduced
Avion Wealth216$38.0K0.01%−3−1.4%Reduced
IAG Wealth Partners, LLC219$38.9K0.00%00.0%Unchanged
Swiss Re Ltd230$40.8K0.00%+230New
Compass Financial Services Inc232$41.2K0.02%+1+0.4%Added
Marquette Asset Management, LLC232$41.2K0.01%+114+96.6%Added
Birchwood Financial Partners, Inc.236$41.9K0.04%+236New
Garton & Associates Financial Advisors LLC237$42.0K0.02%+237New
Meeder Asset Management Inc237$42.1K0.00%−12−4.8%Reduced
Eukles Asset Management239$42.4K0.02%−18−7.0%Reduced
McGuire Capital Advisors Inc239$42.4K0.03%+239New
Entrust Financial LLC242$43.0K0.03%+242New
Atomic Invest LLC248$44.4K0.02%+248New
RMG Wealth Management LLC248$45.3K0.01%00.0%Unchanged
Highline Wealth Partners LLC260$46.2K0.01%00.0%Unchanged
Howard Hughes Medical Institute261$46.3K0.03%00.0%Unchanged
Bank & Trust Co265$47.0K0.03%00.0%Unchanged
Abound Wealth Management266$47.3K0.01%+26+10.8%Added
True Wealth Design, LLC267$47.4K0.01%−9−3.3%Reduced
McMillan Office, Inc.267$47.4K0.01%+267New
Hartford Financial Management Inc.269$47.8K0.01%+17+6.7%Added
FWL Investment Management, LLC270$47.9K0.01%+201+291.3%Added
Access Investment Management LLC303$48.2K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC275$48.8K0.02%+18+7.0%Added
Team Financial Group, LLC276$49.0K0.02%00.0%Unchanged
Byrne Asset Management LLC284$50.4K0.03%00.0%Unchanged
Miller Wealth Advisors, LLC285$50.6K0.02%00.0%Unchanged
Paladin Partners, LLC289$51.3K0.04%+289New
SJS Investment Consulting Inc.291$51.7K0.01%+45+18.3%Added
Maryland Capital Advisors Inc.300$53.3K0.02%00.0%Unchanged
Kilter Group LLC303$53.8K0.02%+80+35.9%Added
Harel Insurance Investments & Financial Services Ltd.311$55.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC323$57.3K0.01%+323New
Torren Management, LLC325$57.6K0.03%+325New
CFG Wealth Management Services, Inc.328$58.2K0.05%+328New
Greenline Wealth Management LLC337$59.8K0.06%+337New
Dogwood Wealth Management LLC338$60.0K0.03%+24+7.6%Added