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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 54,904 | $9.75M | 0.59% | −2,738−4.8% | Reduced |
| Parallel Advisors, LLC | 55,790 | $9.90M | 0.18% | +748+1.4% | Added |
| Greenwood Capital Associates LLC | 55,806 | $9.91M | 1.08% | −2,714−4.6% | Reduced |
| Becker Capital Management Inc | 55,862 | $9.92M | 0.28% | −164−0.3% | Reduced |
| New Mexico Educational Retirement Board | 56,110 | $9.96M | 0.30% | +300+0.5% | Added |
| Raiffeisen Bank International AG | 56,342 | $10.1M | 0.13% | −6,071−9.7% | Reduced |
| ING Groep NV | 56,852 | $10.1M | 0.06% | +37+0.1% | Added |
| Aureus Asset Management, LLC | 56,957 | $10.1M | 0.64% | +154+0.3% | Added |
| Edgestream Partners, L.P. | 57,008 | $10.1M | 0.28% | +54,833+2,521.1% | Added |
| Baugh & Associates, LLC | 62,022 | $10.1M | 4.99% | −1,934−3.0% | Reduced |
| Nordwand Advisors, LLC | 57,344 | $10.2M | 1.78% | +255+0.4% | Added |
| Maryland State Retirement & Pension System | 57,412 | $10.2M | 0.21% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 57,550 | $10.2M | 0.02% | −2,665−4.4% | Reduced |
| Trifecta Capital Advisors, LLC | 58,148 | $10.3M | 1.53% | +1,735+3.1% | Added |
| CAPROCK Group, Inc. | 58,225 | $10.3M | 0.22% | +3,691+6.8% | Added |
| Mount Yale Investment Advisors, LLC | 58,250 | $10.3M | 0.50% | +32,074+122.5% | Added |
| Intact Investment Management Inc. | 58,500 | $10.4M | 0.30% | −15,400−20.8% | Reduced |
| Guggenheim Capital LLC | 59,063 | $10.5M | 0.08% | −10.0% | Reduced |
| Ballentine Partners, LLC | 59,326 | $10.5M | 0.15% | +493+0.8% | Added |
| Jones Financial Companies LLLP | 59,331 | $10.5M | 0.01% | +7,993+15.6% | Added |
| Iowa State Bank | 59,602 | $10.6M | 1.98% | −523−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 60,284 | $10.7M | 0.22% | +60,284 | New |
| Toroso Investments, LLC | 60,517 | $10.7M | 0.05% | +15,949+35.8% | Added |
| Albion Financial Group | 60,833 | $10.8M | 0.67% | −4,020−6.2% | Reduced |
| Gulf International Bank (UK) Ltd | 60,879 | $10.8M | 0.35% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 61,139 | $10.9M | 0.40% | −1,562−2.5% | Reduced |
| Advocate Group LLC | 61,284 | $10.9M | 1.76% | −10,898−15.1% | Reduced |
| Louisiana State Employees Retirement System | 61,700 | $11.0M | 0.19% | −2,000−3.1% | Reduced |
| Liontrust Investment Partners LLP | 61,842 | $11.0M | 0.16% | −2,594−4.0% | Reduced |
| Montag A & Associates Inc | 62,177 | $11.0M | 0.50% | −4,347−6.5% | Reduced |
| Premier Fund Managers Ltd | 62,200 | $11.1M | 0.64% | +62,200 | New |
| Socorro Asset Management LP | 63,235 | $11.2M | 4.35% | −4,272−6.3% | Reduced |
| ExodusPoint Capital Management, LP | 64,988 | $11.5M | 0.13% | −143,092−68.8% | Reduced |
| Polar Asset Management Partners Inc. | 65,100 | $11.6M | 0.23% | +33,700+107.3% | Added |
| Earnest Partners LLC | 65,363 | $11.6M | 0.05% | −16,697−20.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 65,431 | $11.6M | 0.16% | +32,169+96.7% | Added |
| Venture Visionary Partners LLC | 66,193 | $11.8M | 0.38% | +929+1.4% | Added |
| Empirical Finance, LLC | 66,424 | $11.8M | 0.56% | +4,205+6.8% | Added |
| Burns J W & Co Inc | 66,427 | $11.8M | 1.31% | −683−1.0% | Reduced |
| Simplex Trading, LLC | 67,226 | $11.9M | 0.34% | +67,226 | New |
| Polar Capital Holdings Plc | 67,532 | $12.0M | 0.05% | +67,532 | New |
| DCM Advisors, LLC | 67,909 | $12.1M | 5.00% | −2,132−3.0% | Reduced |
| Park Avenue Securities LLC | 68,012 | $12.1M | 0.10% | +2,651+4.1% | Added |
| Coldstream Capital Management Inc | 68,306 | $12.1M | 0.16% | −4,258−5.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 68,309 | $12.1M | 0.52% | +21,300+45.3% | Added |
| Alley Investment Management Company, LLC | 68,534 | $12.2M | 1.42% | −1,441−2.1% | Reduced |
| Twin Tree Management, LP | 69,387 | $12.3M | 1.26% | −112,759−61.9% | Reduced |
| NatWest Group plc | 69,506 | $12.3M | 2.87% | +18,985+37.6% | Added |
| Union Bancaire Privee, UBP SA | 90,010 | $12.4M | 0.21% | +43,391+93.1% | Added |
| New Age Alpha Advisors, LLC | 69,615 | $12.4M | 0.53% | +35,927+106.6% | Added |
| Hartford Investment Management Co | 69,826 | $12.4M | 0.37% | −1,343−1.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 69,968 | $12.4M | 0.21% | +69,968 | New |
| Leuthold Group, LLC | 70,029 | $12.4M | 1.34% | +165+0.2% | Added |
| D.A. Davidson & Co. | 70,039 | $12.4M | 0.08% | −2,496−3.4% | Reduced |
| Hourglass Capital, LLC | 70,150 | $12.5M | 2.69% | −1,015−1.4% | Reduced |
| Zacks Investment Management | 70,362 | $12.5M | 0.10% | +7,559+12.0% | Added |
| AIA Group Ltd | 70,576 | $12.5M | 0.19% | +49,905+241.4% | Added |
| Westbourne Investment Advisors, Inc. | 71,428 | $12.7M | 3.50% | −3,965−5.3% | Reduced |
| Intech Investment Management LLC | 71,675 | $12.7M | 0.11% | +11,588+19.3% | Added |
| Citizens Financial Group Inc | 71,701 | $12.7M | 0.17% | +1,833+2.6% | Added |
| Atria Investments LLC | 71,737 | $12.7M | 0.14% | −2,682−3.6% | Reduced |
| Omers Administration Corp | 72,116 | $12.8M | 0.09% | −2,300−3.1% | Reduced |
| Kentucky Retirement Systems | 72,310 | $12.8M | 0.35% | 00.0% | Unchanged |
| Vident Advisory, LLC | 72,456 | $12.9M | 0.12% | +28,385+64.4% | Added |
| Wealth High Governance Asset Management Ltda. | 73,231 | $13.0M | 2.32% | +73,231 | New |
| Geneos Wealth Management Inc. | 73,542 | $13.1M | 0.32% | −1,036−1.4% | Reduced |
| Norinchukin Bank, The | 73,562 | $13.1M | 0.15% | +4,398+6.4% | Added |
| Mediolanum International Funds Ltd | 73,245 | $13.1M | 0.13% | +56,026+325.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 74,097 | $13.2M | 0.76% | +5,080+7.4% | Added |
| Concentric Capital Strategies, LP | 74,574 | $13.2M | 0.69% | +74,574 | New |
| FJ Capital Management LLC | 74,759 | $13.3M | 1.47% | +74,759 | New |
| Strategic Planning Group, LLC | 75,668 | $13.4M | 1.73% | +4,256+6.0% | Added |
| Wesbanco Bank Inc | 75,671 | $13.4M | 0.37% | −74,085−49.5% | Reduced |
| Oliver Luxxe Assets LLC | 75,811 | $13.5M | 2.05% | −1,728−2.2% | Reduced |
| Concurrent Investment Advisors, LLC | 76,338 | $13.6M | 0.16% | +44,564+140.3% | Added |
| Leonteq Securities AG | 76,758 | $13.6M | 0.73% | −5,438−6.6% | Reduced |
| Oppenheimer & Co Inc | 77,341 | $13.7M | 0.19% | +12,070+18.5% | Added |
| DuPont Capital Management Corp | 77,634 | $13.8M | 1.55% | −7,377−8.7% | Reduced |
| Advisors Asset Management, Inc. | 78,197 | $13.9M | 0.23% | −826−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 78,762 | $14.0M | 0.25% | +16,715+26.9% | Added |
| LMCG Investments, LLC | 78,764 | $14.0M | 0.80% | −3,523−4.3% | Reduced |
| Clear Street Markets LLC | 78,895 | $14.0M | 2.50% | +72,504+1,134.5% | Added |
| Level Four Advisory Services, LLC | 79,071 | $14.0M | 0.46% | −24,815−23.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,191 | $14.1M | 0.57% | −552−0.7% | Reduced |
| Vinva Investment Management Ltd | 78,757 | $14.1M | 0.18% | +2,702+3.6% | Added |
| Castleark Management LLC | 79,470 | $14.1M | 0.41% | −10,770−11.9% | Reduced |
| Banque Cantonale Vaudoise | 79,488 | $14.1M | 0.50% | −2,578−3.1% | Reduced |
| Eagle Capital Management LLC | 79,588 | $14.1M | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79,887 | $14.2M | 0.36% | −3,451−4.1% | Reduced |
| Rockland Trust Co | 80,559 | $14.3M | 0.56% | +10,011+14.2% | Added |
| Greystone Financial Group, LLC | 80,585 | $14.3M | 2.23% | −2,090−2.5% | Reduced |
| German American Bancorp, Inc. | 80,652 | $14.3M | 1.22% | −567−0.7% | Reduced |
| Cinctive Capital Management LP | 80,991 | $14.4M | 0.83% | +79,664+6,003.3% | Added |
| McGuire Investment Group, LLC | 80,992 | $14.4M | 1.54% | +204+0.3% | Added |
| Hartline Investment Corp | 81,902 | $14.5M | 1.57% | +4,331+5.6% | Added |
| Private Advisor Group, LLC | 81,974 | $14.6M | 0.07% | +1,203+1.5% | Added |
| HB Wealth Management, LLC | 82,773 | $14.7M | 0.10% | +5,079+6.5% | Added |
| Apollon Wealth Management, LLC | 83,200 | $14.8M | 0.26% | +1,255+1.5% | Added |
| Mizuho Securities USA LLC | 87,950 | $14.9M | 0.25% | −413−0.5% | Reduced |
| F/M Investments LLC | 84,196 | $14.9M | 0.57% | −2,772−3.2% | Reduced |