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
- 2,532
- +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
- 836 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 84,489 | $15.0M | 0.06% | +41,773+97.8% | Added |
| Banque Pictet & Cie SA | 84,948 | $15.1M | 0.15% | −280−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 87,033 | $15.5M | 0.13% | +78,348+902.1% | Added |
| Lowe Brockenbrough & Co Inc | 87,567 | $15.5M | 0.77% | −1,149−1.3% | Reduced |
| Calamos Wealth Management LLC | 87,587 | $15.5M | 0.54% | +351+0.4% | Added |
| Merit Financial Group, LLC | 88,424 | $15.7M | 0.13% | +19,269+27.9% | Added |
| Avanza Fonder AB | 88,892 | $15.8M | 0.40% | −138−0.2% | Reduced |
| Allianz SE | 88,907 | $15.8M | 0.20% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 89,308 | $15.9M | 1.34% | −2,443−2.7% | Reduced |
| KTF Investments, LLC | 89,815 | $15.9M | 2.62% | +89,815 | New |
| Viking Fund Management LLC | 90,000 | $16.0M | 1.85% | −12,000−11.8% | Reduced |
| Allstate Corp | 90,913 | $16.1M | 0.22% | +49,598+120.0% | Added |
| Nomura Holdings Inc | 91,932 | $16.3M | 0.05% | +8,325+10.0% | Added |
| Osmosis Investment Management UK Ltd | 92,218 | $16.4M | 0.41% | +92,218 | New |
| Brinker Capital Investments, LLC | 93,134 | $16.5M | 0.12% | +3,569+4.0% | Added |
| Cyndeo Wealth Partners, LLC | 93,569 | $16.6M | 0.90% | +736+0.8% | Added |
| Pacer Advisors, Inc. | 94,744 | $16.8M | 0.04% | −27,348−22.4% | Reduced |
| Baxter Bros Inc | 95,101 | $16.9M | 1.95% | −1,677−1.7% | Reduced |
| GW Henssler & Associates Ltd | 96,164 | $17.1M | 0.82% | −5,949−5.8% | Reduced |
| Trivest Advisors Ltd | 96,700 | $17.2M | 0.78% | +96,700 | New |
| Howe & Rusling Inc | 97,300 | $17.3M | 1.14% | +79+0.1% | Added |
| American Assets Investment Management, LLC | 132,000 | $17.3M | 1.20% | +40,000+43.5% | Added |
| Fiduciary Alliance LLC | 98,609 | $17.5M | 1.14% | +3,806+4.0% | Added |
| Investment Management Corp of Ontario | 99,460 | $17.7M | 0.24% | +36,972+59.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 99,617 | $17.7M | 0.16% | +801+0.8% | Added |
| Huntington National Bank | 99,756 | $17.7M | 0.11% | +5,802+6.2% | Added |
| Diamond Hill Capital Management Inc | 100,422 | $17.8M | 0.09% | −81,000−44.6% | Reduced |
| Walleye Capital LLC | 100,890 | $17.9M | 0.10% | +6,804+7.2% | Added |
| Madison Asset Management, LLC | 101,108 | $17.9M | 0.21% | −22,085−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,706 | $18.1M | 0.10% | +2,451+2.5% | Added |
| Blue Chip Partners, Inc. | 102,798 | $18.2M | 1.32% | −160,191−60.9% | Reduced |
| New Republic Capital, LLC | 104,280 | $18.5M | 4.94% | +1,606+1.6% | Added |
| Bokf, NA | 105,330 | $18.7M | 0.29% | −6,650−5.9% | Reduced |
| La Banque Postale Asset Management SA | 106,880 | $19.0M | 0.22% | +39,911+59.6% | Added |
| BTC Capital Management, Inc. | 106,950 | $19.0M | 1.33% | −4,137−3.7% | Reduced |
| Janney Capital Management LLC | 108,204 | $19.2M | 1.21% | −2,025−1.8% | Reduced |
| Haverford Trust Co | 108,328 | $19.2M | 0.17% | +1,631+1.5% | Added |
| Lyell Wealth Management, LP | 109,762 | $19.5M | 1.41% | +964+0.9% | Added |
| Ieq Capital, LLC | 111,338 | $19.8M | 0.06% | −26,089−19.0% | Reduced |
| Nixon Peabody Trust Co | 111,708 | $19.8M | 1.50% | −5,322−4.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 111,815 | $19.9M | 0.07% | +3,432+3.2% | Added |
| Illinois Municipal Retirement Fund | 113,771 | $20.2M | 0.25% | +9,971+9.6% | Added |
| Capital Fund Management S.A. | 114,545 | $20.3M | 0.19% | −164,693−59.0% | Reduced |
| Gamco Investors, Inc. Et Al | 115,196 | $20.5M | 0.20% | −9,020−7.3% | Reduced |
| Jump Financial, LLC | 115,202 | $20.5M | 0.26% | +94,483+456.0% | Added |
| Elo Mutual Pension Insurance Co | 116,933 | $20.8M | 0.32% | +5,524+5.0% | Added |
| Nexus Investment Management ULC | 117,027 | $20.8M | 2.83% | −15,000−11.4% | Reduced |
| Prudential PLC | 117,598 | $20.9M | 0.17% | −6,756−5.4% | Reduced |
| State of Alaska, Department of Revenue | 120,482 | $21.4M | 0.23% | −10,080−7.7% | Reduced |
| RMB Capital Management, LLC | 120,595 | $21.4M | 0.37% | −9,211−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 120,457 | $21.4M | 0.19% | +12,167+11.2% | Added |
| FineMark National Bank & Trust | 121,308 | $21.5M | 0.67% | −13,407−10.0% | Reduced |
| NFJ Investment Group, LLC | 123,879 | $22.0M | 0.80% | −20,124−14.0% | Reduced |
| ARS Investment Partners, LLC | 125,569 | $22.3M | 1.30% | −506−0.4% | Reduced |
| Capital Analysts, LLC | 126,000 | $22.4M | 0.62% | −721−0.6% | Reduced |
| Interval Partners, LP | 126,325 | $22.4M | 0.52% | −40,661−24.3% | Reduced |
| Oak Harvest Investment Services | 127,128 | $22.6M | 2.46% | −1,088−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 128,148 | $22.8M | 0.03% | −12,728−9.0% | Reduced |
| Generali Asset Management SPA SGR | 128,964 | $22.9M | 0.47% | +7,950+6.6% | Added |
| Covea Finance | 130,400 | $23.1M | 0.76% | +30,200+30.1% | Added |
| Connors Investor Services Inc | 132,363 | $23.5M | 2.02% | −3,403−2.5% | Reduced |
| OP Asset Management Ltd | 132,650 | $23.5M | 0.29% | +454+0.3% | Added |
| Telos Capital Management, Inc. | 133,139 | $23.6M | 2.20% | −8,094−5.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 133,890 | $23.8M | 0.61% | −9,889−6.9% | Reduced |
| Bridger Management, LLC | 136,693 | $24.3M | 15.60% | −17,000−11.1% | Reduced |
| CWM, LLC | 137,688 | $24.4M | 0.07% | +9,961+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 138,177 | $24.5M | 0.02% | +6,510+4.9% | Added |
| Oregon Public Employees Retirement Fund | 138,341 | $24.6M | 0.31% | −400−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 136,701 | $24.9M | 0.04% | +1,116+0.8% | Added |
| Longaeva Partners L.P. | 142,929 | $25.4M | 3.02% | +142,929 | New |
| Pinnacle Financial Partners, Inc. | 145,712 | $25.9M | 0.20% | +145,712 | New |
| Kestra Advisory Services, LLC | 145,746 | $25.9M | 0.11% | +32,614+28.8% | Added |
| Mutual of America Capital Management LLC | 146,121 | $25.9M | 0.27% | −6,008−3.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 146,691 | $26.0M | 0.14% | +35,824+32.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 146,745 | $26.1M | 0.38% | +146,745 | New |
| Argent Trust Co | 146,948 | $26.1M | 0.89% | −7,300−4.7% | Reduced |
| Verition Fund Management LLC | 147,693 | $26.2M | 0.14% | +79,350+116.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 148,721 | $26.4M | 0.07% | +5,886+4.1% | Added |
| Capital International Inc | 150,029 | $26.6M | 0.21% | −117,828−44.0% | Reduced |
| Appleton Partners Inc | 151,496 | $26.9M | 1.77% | −1,437−0.9% | Reduced |
| Nissay Asset Management Corp | 151,666 | $26.9M | 0.14% | +2,170+1.5% | Added |
| Yousif Capital Management, LLC | 148,099 | $27.0M | 0.30% | −7,682−4.9% | Reduced |
| Glenmede Trust Co NA | 152,139 | $27.0M | 0.13% | +152,139 | New |
| Copeland Capital Management, LLC | 153,010 | $27.2M | 0.61% | −6,754−4.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 153,984 | $27.3M | 0.22% | −70,000−31.3% | Reduced |
| AE Wealth Management LLC | 154,894 | $27.5M | 0.16% | +133,351+619.0% | Added |
| ASR Vermogensbeheer N.V. | 155,886 | $27.7M | 0.32% | −1,456−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 155,920 | $27.7M | 0.34% | +1,128+0.7% | Added |
| Blair William & Co | 156,713 | $27.8M | 0.07% | +4,095+2.7% | Added |
| Abner Herrman & Brock LLC | 158,151 | $28.1M | 2.87% | −5,358−3.3% | Reduced |
| Pittenger & Anderson Inc | 158,750 | $28.2M | 1.08% | −545−0.3% | Reduced |
| SCS Capital Management LLC | 158,942 | $28.2M | 0.30% | −6,062−3.7% | Reduced |
| Lazard Asset Management LLC | 160,093 | $28.4M | 0.05% | −11,464−6.7% | Reduced |
| Assetmark, Inc | 160,420 | $28.5M | 0.06% | −829−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 158,445 | $28.5M | 0.10% | +130,505+467.1% | Added |
| MAI Capital Management | 162,441 | $28.8M | 0.17% | +495+0.3% | Added |
| Midwest Trust Co | 162,743 | $28.9M | 0.36% | +440.0% | Added |
| Wealthfront Advisers LLC | 162,960 | $28.9M | 0.06% | +5,385+3.4% | Added |
| Shelton Capital Management | 163,379 | $29.0M | 0.57% | +92,942+132.0% | Added |
| TCG Advisory Services, LLC | 163,675 | $29.1M | 0.79% | +1,104+0.7% | Added |