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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 34,520 | $6.13M | 0.10% | +34,520 | New |
| Skopos Labs, Inc. | 34,287 | $6.17M | 0.28% | +6,241+22.3% | Added |
| Sandy Cove Advisors, LLC | 34,755 | $6.17M | 1.83% | −1,333−3.7% | Reduced |
| Ibex Wealth Advisors | 34,765 | $6.17M | 0.60% | +1,859+5.6% | Added |
| Capital Group Private Client Services, Inc. | 34,804 | $6.18M | 0.10% | −378−1.1% | Reduced |
| Simon Quick Advisors, LLC | 34,983 | $6.21M | 0.27% | +1,033+3.0% | Added |
| S&CO Inc | 35,142 | $6.24M | 0.39% | −100−0.3% | Reduced |
| Dark Forest Capital Management LP | 35,689 | $6.34M | 0.29% | −3,062−7.9% | Reduced |
| Catalytic Wealth RIA, LLC | 35,774 | $6.35M | 0.23% | −14,516−28.9% | Reduced |
| Brasada Capital Management, LP | 35,039 | $6.37M | 1.10% | +1,047+3.1% | Added |
| NBC Securities, Inc. | 35,984 | $6.39M | 0.48% | −178−0.5% | Reduced |
| Inspire Trust Co, N.A. | 36,019 | $6.39M | 1.05% | +19+0.1% | Added |
| Burney Co | 36,400 | $6.46M | 0.20% | +11,507+46.2% | Added |
| Fifth Third Wealth Advisors LLC | 36,549 | $6.49M | 0.23% | +802+2.2% | Added |
| Savant Capital, LLC | 36,740 | $6.52M | 0.04% | −229−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 36,881 | $6.55M | 0.20% | −2,104−5.4% | Reduced |
| Advisory Services Network, LLC | 36,997 | $6.57M | 0.09% | +5,197+16.3% | Added |
| Morangie Management LLC | 37,049 | $6.58M | 5.24% | +1,672+4.7% | Added |
| Mayflower Financial Advisors, LLC | 37,310 | $6.62M | 0.80% | +53+0.1% | Added |
| Cary Street Partners Financial LLC | 37,508 | $6.66M | 0.16% | −1,072−2.8% | Reduced |
| Capital Investment Counsel, LLC | 37,535 | $6.66M | 0.93% | +864+2.4% | Added |
| Frank, Rimerman Advisors LLC | 38,003 | $6.75M | 0.43% | +29+0.1% | Added |
| Cypress Financial Planning LLC | 37,721 | $6.76M | 1.89% | +40.0% | Added |
| Quadrant Capital Group LLC | 38,346 | $6.81M | 0.21% | +297+0.8% | Added |
| Ritholtz Wealth Management | 38,352 | $6.81M | 0.12% | +2,569+7.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,594 | $6.85M | 0.08% | −73−0.2% | Reduced |
| Caisse des Depots Et Consignations | 38,678 | $6.87M | 0.16% | −3,694−8.7% | Reduced |
| Independent Advisor Alliance | 38,746 | $6.88M | 0.17% | −1,719−4.2% | Reduced |
| V-Square Quantitative Management LLC | 39,025 | $6.93M | 0.72% | −445−1.1% | Reduced |
| Callan Family Office, LLC | 39,170 | $6.95M | 0.15% | +13,439+52.2% | Added |
| Plato Investment Management Ltd | 39,016 | $6.96M | 0.45% | +4,421+12.8% | Added |
| BNP Paribas | 39,208 | $6.96M | 0.20% | +34,935+817.6% | Added |
| North Dakota State Investment Board | 39,442 | $7.00M | 0.26% | +39,442 | New |
| Brentview Investment Management LLC | 40,077 | $7.11M | 3.22% | +253+0.6% | Added |
| PEAK6 LLC | 40,457 | $7.18M | 0.20% | −47,295−53.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,459 | $7.18M | 1.15% | +166+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 40,544 | $7.20M | 0.25% | +954+2.4% | Added |
| Clearstead Advisors, LLC | 41,356 | $7.34M | 0.09% | +1,661+4.2% | Added |
| Stenger Family Office, LLC | 41,655 | $7.40M | 1.53% | +2,959+7.6% | Added |
| Global Retirement Partners, LLC | 41,722 | $7.41M | 0.13% | +16,240+63.7% | Added |
| SkyOak Wealth, LLC | 42,031 | $7.46M | 1.34% | −150−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 42,317 | $7.51M | 0.18% | −8,351−16.5% | Reduced |
| Trajan Wealth LLC | 42,378 | $7.52M | 0.31% | −735−1.7% | Reduced |
| FNY Investment Advisers, LLC | 42,400 | $7.53M | 2.15% | +36,963+679.8% | Added |
| City Holding Co | 42,430 | $7.53M | 0.93% | +1,860+4.6% | Added |
| Perigon Wealth Management, LLC | 42,610 | $7.56M | 0.14% | +9,340+28.1% | Added |
| Van Eck Associates Corp | 42,834 | $7.60M | 0.01% | +1,383+3.3% | Added |
| Canada Post Corp Registered Pension Plan | 42,905 | $7.62M | 0.29% | +1,019+2.4% | Added |
| Horizon Investments, LLC | 42,981 | $7.63M | 0.10% | +2,475+6.1% | Added |
| Ameritas Investment Partners, Inc. | 43,554 | $7.73M | 0.24% | −3,715−7.9% | Reduced |
| Occidental Asset Management, LLC | 43,610 | $7.74M | 0.93% | +812+1.9% | Added |
| EP Wealth Advisors, LLC | 44,055 | $7.82M | 0.04% | +44,055 | New |
| SevenBridge Financial Group, LLC | 43,460 | $7.90M | 1.27% | −153−0.4% | Reduced |
| Principal Securities, Inc. | 44,550 | $7.91M | 0.12% | +5,175+13.1% | Added |
| HighPoint Advisor Group LLC | 44,862 | $7.96M | 0.18% | +6,130+15.8% | Added |
| Gotham Asset Management, LLC | 44,906 | $7.97M | 0.03% | +431+1.0% | Added |
| Summit Financial, LLC | 45,168 | $8.02M | 0.12% | −1,536−3.3% | Reduced |
| Triglav Skladi, D.O.O. | 45,577 | $8.09M | 0.51% | +18,600+68.9% | Added |
| Cunning Capital Partners, LP | 45,796 | $8.13M | 3.76% | 00.0% | Unchanged |
| Hoey Investments, Inc | 45,852 | $8.14M | 1.10% | +5,141+12.6% | Added |
| Tower Research Capital LLC (TRC) | 45,896 | $8.15M | 0.20% | +30,802+204.1% | Added |
| Integrated Advisors Network LLC | 45,917 | $8.15M | 0.36% | −1,718−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 46,436 | $8.24M | 0.18% | −180,868−79.6% | Reduced |
| Wealth High Governance Capital Ltda | 46,769 | $8.30M | 2.43% | +46,769 | New |
| Great Valley Advisor Group, Inc. | 46,823 | $8.31M | 0.16% | −2,965−6.0% | Reduced |
| Pinnbrook Capital Management LP | 46,839 | $8.32M | 2.15% | +46,839 | New |
| Worm Capital, LLC | 46,858 | $8.32M | 5.73% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 46,945 | $8.33M | 0.29% | +46,945 | New |
| Dakota Wealth Management | 46,978 | $8.34M | 0.15% | −3,860−7.6% | Reduced |
| Hennessy Advisors Inc | 47,000 | $8.34M | 0.30% | −2,300−4.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 47,203 | $8.38M | 1.18% | +47,203 | New |
| Elk River Wealth Management, LLC | 47,304 | $8.39M | 1.35% | −1,608−3.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 47,523 | $8.44M | 0.37% | +2,395+5.3% | Added |
| Sarasin & Partners LLP | 47,619 | $8.45M | 0.09% | +4,811+11.2% | Added |
| United Capital Financial Advisers, LLC | 47,940 | $8.51M | 0.05% | +5,149+12.0% | Added |
| Vise Technologies, Inc. | 47,986 | $8.52M | 0.17% | +3,782+8.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 47,712 | $8.54M | 0.21% | +23,058+93.5% | Added |
| Joel Isaacson & Co., LLC | 48,609 | $8.63M | 0.28% | +200+0.4% | Added |
| Xcel Wealth Management, LLC | 49,060 | $8.71M | 2.23% | −100.0% | Reduced |
| Metis Global Partners, LLC | 49,179 | $8.73M | 0.21% | −4,162−7.8% | Reduced |
| Consolidated Investment Group LLC | 49,215 | $8.74M | 1.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 49,388 | $8.77M | 0.37% | +1,637+3.4% | Added |
| First National Trust Co | 49,527 | $8.79M | 0.29% | +822+1.7% | Added |
| Principal Street Partners, LLC | 50,286 | $8.93M | 1.51% | −934−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 50,535 | $8.97M | 0.62% | +522+1.0% | Added |
| Marvin & Palmer Associates Inc | 50,818 | $9.02M | 6.37% | −1,783−3.4% | Reduced |
| Diversified Trust Co | 50,872 | $9.03M | 0.17% | +2,629+5.4% | Added |
| Groupe la Francaise | 51,178 | $9.09M | 0.13% | +48,286+1,669.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 51,208 | $9.09M | 2.09% | −29−0.1% | Reduced |
| White Pine Investment CO | 51,335 | $9.11M | 2.15% | −1,645−3.1% | Reduced |
| Private Wealth Partners, LLC | 51,798 | $9.20M | 0.65% | −3,450−6.2% | Reduced |
| Fundamentun, LLC | 52,126 | $9.25M | 0.37% | +31,819+156.7% | Added |
| Hudson Valley Investment Advisors Inc | 52,388 | $9.30M | 1.03% | −11,742−18.3% | Reduced |
| Sterling Capital Management LLC | 52,534 | $9.33M | 0.15% | +18,556+54.6% | Added |
| Jupiter Wealth Management LLC | 55,688 | $9.36M | 4.17% | +2,613+4.9% | Added |
| Old Second National Bank of Aurora | 52,760 | $9.37M | 1.87% | +94+0.2% | Added |
| Tradewinds, LLC. | 53,559 | $9.51M | 2.27% | −7,893−12.8% | Reduced |
| Siemens Fonds Invest GmbH | 53,200 | $9.53M | 0.51% | +3,188+6.4% | Added |
| RSM US Wealth Management LLC | 53,302 | $9.55M | 0.12% | +734+1.4% | Added |
| Loomis Sayles & Co L P | 54,153 | $9.61M | 0.01% | −18,079−25.0% | Reduced |