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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 164,700 | $29.2M | 0.16% | +1,127+0.7% | Added |
| Harvest Portfolios Group Inc. | 166,425 | $29.5M | 0.51% | −17,477−9.5% | Reduced |
| Perpetual Ltd | 167,498 | $29.7M | 0.43% | −48,133−22.3% | Reduced |
| CIBC World Markets Corp | 167,654 | $29.8M | 0.15% | +167,654 | New |
| NEOS Investment Management LLC | 167,844 | $29.8M | 0.17% | +14,701+9.6% | Added |
| Brown Advisory Inc | 168,115 | $29.8M | 0.04% | +1,996+1.2% | Added |
| Captrust Financial Advisors | 169,329 | $30.1M | 0.06% | +9,097+5.7% | Added |
| New York Life Investment Management LLC | 170,481 | $30.3M | 0.26% | −6,476−3.7% | Reduced |
| Abn Amro Investment Solutions | 171,025 | $30.4M | 0.45% | +57,521+50.7% | Added |
| Tiaa Trust, National Association | 171,630 | $30.5M | 0.07% | +24,379+16.6% | Added |
| Umb Bank N A | 173,517 | $30.8M | 0.41% | +7,172+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 174,510 | $31.0M | 0.24% | +2,396+1.4% | Added |
| Boston Common Asset Management, LLC | 174,599 | $31.0M | 1.87% | −52,435−23.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,463 | $31.2M | 0.03% | +57,178+48.3% | Added |
| Quadrature Capital Ltd | 175,784 | $31.2M | 0.32% | +165,363+1,586.8% | Added |
| Payden & Rygel | 175,900 | $31.2M | 2.17% | −14,600−7.7% | Reduced |
| Flputnam Investment Management Co | 176,282 | $31.3M | 0.46% | +98,384+126.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 176,973 | $31.4M | 0.26% | −9,133−4.9% | Reduced |
| Fred Alger Management, LLC | 178,503 | $31.7M | 0.12% | +7,819+4.6% | Added |
| Pathstone Holdings, LLC | 180,202 | $31.9M | 0.12% | −93−0.1% | Reduced |
| Xponance, Inc. | 180,514 | $32.0M | 0.24% | +10,390+6.1% | Added |
| Natixis | 181,302 | $32.2M | 0.13% | +1,950+1.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 181,397 | $32.2M | 0.28% | −557−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 186,033 | $33.0M | 0.28% | −8,500−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 186,138 | $33.0M | 0.13% | +60,824+48.5% | Added |
| Vontobel Holding Ltd. | 186,418 | $33.1M | 0.11% | +7,995+4.5% | Added |
| Utah Retirement Systems | 190,285 | $33.8M | 0.32% | +610.0% | Added |
| Conning Inc. | 191,282 | $34.0M | 1.14% | −28,821−13.1% | Reduced |
| Hosking Partners LLP | 191,505 | $34.0M | 1.15% | −521−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 182,735 | $34.1M | 0.76% | −935−0.5% | Reduced |
| LVM Capital Management Ltd | 192,743 | $34.2M | 3.18% | −4,373−2.2% | Reduced |
| AustralianSuper Pty Ltd | 193,205 | $34.3M | 0.16% | +163,487+550.1% | Added |
| Hallmark Capital Management Inc | 193,697 | $34.4M | 2.20% | −1,801−0.9% | Reduced |
| Bailard, Inc. | 194,271 | $34.5M | 0.76% | −1,148−0.6% | Reduced |
| Jefferies Financial Group Inc. | 195,057 | $34.6M | 0.28% | +189,153+3,203.8% | Added |
| Ethic Inc. | 196,899 | $35.0M | 0.54% | +11,282+6.1% | Added |
| JustInvest LLC | 197,398 | $35.0M | 0.34% | +11,064+5.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $35.2M | 4.89% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 198,344 | $35.2M | 0.11% | +5,591+2.9% | Added |
| USS Investment Management Ltd | 203,469 | $36.1M | 0.18% | 00.0% | Unchanged |
| Scotia Capital Inc. | 203,933 | $36.2M | 0.15% | +11,613+6.0% | Added |
| Camden Capital, LLC | 204,438 | $36.3M | 2.28% | +634+0.3% | Added |
| Mercer Global Advisors Inc | 201,137 | $36.4M | 0.06% | +10,765+5.7% | Added |
| Picton Mahoney Asset Management | 205,008 | $36.4M | 0.40% | +29,567+16.9% | Added |
| Peapack Gladstone Financial Corp | 206,470 | $36.7M | 0.46% | −15,766−7.1% | Reduced |
| Panagora Asset Management Inc | 207,326 | $36.8M | 0.13% | +84,987+69.5% | Added |
| Gabelli Funds LLC | 209,315 | $37.2M | 0.25% | −5,682−2.6% | Reduced |
| LGT Capital Partners Ltd. | 212,023 | $37.6M | 1.87% | −20,926−9.0% | Reduced |
| British Columbia Investment Management Corp | 212,457 | $37.7M | 0.20% | +39,897+23.1% | Added |
| Advisor Group Holdings, Inc. | 214,364 | $38.1M | 0.06% | −65,922−23.5% | Reduced |
| HRT Financial LP | 215,369 | $38.2M | 0.12% | +15,589+7.8% | Added |
| Chilton Investment Co LLC | 216,211 | $38.4M | 0.80% | −115−0.1% | Reduced |
| Boston Trust Walden Corp | 216,353 | $38.4M | 0.29% | +37,355+20.9% | Added |
| QRG Capital Management, Inc. | 216,523 | $38.4M | 0.43% | +8,512+4.1% | Added |
| Hudson Bay Capital Management LP | 216,874 | $38.5M | 0.22% | +134,408+163.0% | Added |
| Bollard Group LLC | 217,117 | $38.5M | 1.01% | −42,307−16.3% | Reduced |
| First Manhattan Co | 219,622 | $39.0M | 0.10% | −4,142−1.9% | Reduced |
| Varma Mutual Pension Insurance Co | 221,412 | $39.3M | 0.24% | +7,900+3.7% | Added |
| Maple Capital Management, Inc. | 221,798 | $39.4M | 2.48% | −3,331−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 222,844 | $39.6M | 0.11% | +15,674+7.6% | Added |
| Crossmark Global Holdings, Inc. | 223,747 | $39.7M | 0.57% | +6,747+3.1% | Added |
| Susquehanna International Group, LLP | 224,352 | $39.8M | 0.05% | −160,436−41.7% | Reduced |
| Amalgamated Bank | 224,835 | $39.9M | 0.29% | −3,561−1.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 224,850 | $39.9M | 0.36% | +224,850 | New |
| Heritage Investors Management Corp | 226,092 | $40.1M | 1.17% | −5,583−2.4% | Reduced |
| Vestor Capital, LLC | 1,490 | $40.3M | 2.95% | −169,133−99.1% | Reduced |
| Jupiter Asset Management Ltd | 228,351 | $40.5M | 0.32% | +37,913+19.9% | Added |
| Tredje AP-fonden | 233,501 | $41.5M | 0.31% | +65,739+39.2% | Added |
| IFM Investors Pty Ltd | 233,605 | $41.5M | 0.35% | −2,182−0.9% | Reduced |
| Lido Advisors, LLC | 255,519 | $42.4M | 0.17% | +3,150+1.2% | Added |
| Teewinot Capital Advisers, L.L.C. | 241,171 | $42.8M | 3.14% | −259,363−51.8% | Reduced |
| Erste Asset Management GmbH | 242,645 | $43.2M | 0.36% | −2,649−1.1% | Reduced |
| Keybank National Association | 244,291 | $43.4M | 0.16% | +4,577+1.9% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $44.4M | 1.66% | +10,000+4.2% | Added |
| Forsta Ap-Fonden | 252,763 | $44.9M | 0.27% | −6,800−2.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 253,340 | $45.1M | 0.78% | +253,340 | New |
| Aptus Capital Advisors, LLC | 254,311 | $45.1M | 0.38% | +5,914+2.4% | Added |
| ProShare Advisors LLC | 255,207 | $45.3M | 0.08% | +11,283+4.6% | Added |
| Caisse de Depot Et Placement du Quebec | 257,649 | $45.7M | 0.08% | +216,251+522.4% | Added |
| GWM Advisors LLC | 258,831 | $46.0M | 0.17% | +104,437+67.6% | Added |
| Matrix Asset Advisors Inc | 260,503 | $46.2M | 4.16% | −7,925−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 262,305 | $46.6M | 2.47% | +733+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 269,418 | $47.8M | 0.19% | +1,005+0.4% | Added |
| Clearbridge Investments, LLC | 269,706 | $47.9M | 0.04% | −92,827−25.6% | Reduced |
| Sequoia Financial Advisors, LLC | 271,375 | $48.2M | 0.27% | +12,064+4.7% | Added |
| Agf Management Ltd | 272,105 | $48.3M | 0.21% | −2,165−0.8% | Reduced |
| Edgar Lomax Co | 272,310 | $48.3M | 3.67% | −6,200−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 273,482 | $48.6M | 0.30% | +36,082+15.2% | Added |
| TD Waterhouse Canada Inc. | 273,507 | $48.6M | 0.30% | +65,386+31.4% | Added |
| Cerity Partners LLC | 275,699 | $48.9M | 0.07% | +23,193+9.2% | Added |
| Beacon Investment Advisory Services, Inc. | 277,964 | $49.3M | 2.01% | −21,604−7.2% | Reduced |
| Chilton Capital Management LLC | 280,790 | $49.8M | 1.72% | −11,388−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 280,958 | $49.9M | 0.25% | −10,379−3.6% | Reduced |
| Comerica Bank | 281,661 | $50.0M | 0.20% | −18,763−6.2% | Reduced |
| Woodline Partners LP | 284,009 | $50.4M | 0.20% | +123,671+77.1% | Added |
| MetLife Investment Management | 288,636 | $51.2M | 0.25% | −11,359−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 289,314 | $51.4M | 0.28% | +16,141+5.9% | Added |
| DnB Asset Management AS | 289,358 | $51.4M | 0.18% | −500,795−63.4% | Reduced |
| Groupama Asset Managment | 290,510 | $51.6M | 0.76% | −18,532−6.0% | Reduced |
| ABN AMRO Bank N.V. | 291,186 | $51.8M | 0.49% | −5,578−1.9% | Reduced |