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
- 2,532
- +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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 293,552 | $52.2M | 0.36% | +132,122+81.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 295,948 | $52.5M | 0.96% | +6,022+2.1% | Added |
| CIBC Asset Management Inc | 297,315 | $52.8M | 0.13% | +112,615+61.0% | Added |
| GW&K Investment Management, LLC | 298,881 | $53.1M | 0.46% | −1,325−0.4% | Reduced |
| SG Americas Securities, LLC | 299,650 | $53.2M | 0.07% | +69,138+30.0% | Added |
| Teacher Retirement System of Texas | 301,363 | $53.5M | 0.19% | +8,980+3.1% | Added |
| Oppenheimer Asset Management Inc. | 301,458 | $53.5M | 0.66% | +12,880+4.5% | Added |
| CIBC Private Wealth Group, LLC | 302,112 | $53.6M | 0.09% | +988+0.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 302,648 | $53.7M | 2.61% | −10,301−3.3% | Reduced |
| Public Sector Pension Investment Board | 307,583 | $54.6M | 0.18% | +45,972+17.6% | Added |
| Fort Washington Investment Advisors Inc | 307,865 | $54.7M | 0.29% | +5,144+1.7% | Added |
| Baird Financial Group, Inc. | 309,646 | $55.0M | 0.09% | +2,842+0.9% | Added |
| Life Cycle Investment Partners Ltd | 312,422 | $55.5M | 0.39% | +312,422 | New |
| Atalanta Sosnoff Capital, LLC | 314,912 | $55.9M | 1.09% | +298,061+1,768.8% | Added |
| Janney Montgomery Scott LLC | 315,775 | $56.1M | 0.13% | +2,322+0.7% | Added |
| State of Michigan Retirement System | 316,226 | $56.1M | 0.27% | −11,900−3.6% | Reduced |
| Foundations Investment Advisors, LLC | 317,190 | $56.3M | 0.74% | +30,616+10.7% | Added |
| Czech National Bank | 318,499 | $56.5M | 0.37% | +10,367+3.4% | Added |
| Ferguson Wellman Capital Management, Inc | 322,333 | $57.2M | 0.92% | −27,387−7.8% | Reduced |
| Pinebridge Investments LLC | 322,364 | $57.2M | 0.42% | +322,364 | New |
| Factory Mutual Insurance Co | 329,050 | $58.4M | 0.59% | 00.0% | Unchanged |
| Gradient Investments LLC | 329,766 | $58.5M | 0.93% | −7,305−2.2% | Reduced |
| DekaBank Deutsche Girozentrale | 587,689 | $59.2M | 0.11% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 334,841 | $59.4M | 1.14% | +12,005+3.7% | Added |
| Arizona State Retirement System | 336,232 | $59.7M | 0.32% | −13,772−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 341,029 | $60.5M | 0.45% | 00.0% | Unchanged |
| Fiduciary Trust Co | 341,397 | $60.6M | 0.69% | −15,808−4.4% | Reduced |
| AMF Pensionsforsakring AB | 349,419 | $62.0M | 0.38% | −59,652−14.6% | Reduced |
| Cetera Investment Advisers | 352,663 | $62.1M | 0.07% | +11,457+3.4% | Added |
| STRS Ohio | 357,444 | $63.5M | 0.24% | −27,511−7.1% | Reduced |
| Basswood Capital Management, L.L.C. | 369,259 | $65.6M | 2.89% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 370,693 | $65.8M | 0.23% | −35,300−8.7% | Reduced |
| Macquarie Group Ltd | 374,795 | $66.5M | 0.29% | −1,206,770−76.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 374,243 | $66.6M | 0.32% | −15,864−4.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 376,397 | $66.8M | 2.08% | +211,536+128.3% | Added |
| Todd Asset Management LLC | 378,450 | $67.2M | 1.31% | −680−0.2% | Reduced |
| Colony Group, LLC | 386,852 | $68.7M | 0.08% | +150,054+63.4% | Added |
| Commonwealth Equity Services, LLC | 408,037 | $72.4M | 0.10% | −34,788−7.9% | Reduced |
| Freestone Grove Partners LP | 410,395 | $72.9M | 0.53% | +410,395 | New |
| State of New Jersey Common Pension Fund D | 413,716 | $73.4M | 0.27% | −8,914−2.1% | Reduced |
| Banco Santander, S.A. | 416,761 | $74.0M | 0.55% | −4,857−1.2% | Reduced |
| Ofi Invest Asset Management | 499,208 | $75.6M | 1.08% | +108,260+27.7% | Added |
| Rockefeller Capital Management L.P. | 429,669 | $76.3M | 0.14% | +64,401+17.6% | Added |
| Candriam Luxembourg S.C.A. | 430,297 | $76.4M | 0.38% | −69,730−13.9% | Reduced |
| Virginia Retirement Systems Et Al | 432,000 | $76.7M | 0.46% | −222,400−34.0% | Reduced |
| Primecap Management Co | 432,388 | $76.8M | 0.06% | −96,583−18.3% | Reduced |
| Gateway Investment Advisers LLC | 439,349 | $78.0M | 0.73% | +1,009+0.2% | Added |
| AQR Capital Management LLC | 442,740 | $78.6M | 0.04% | +83,947+23.4% | Added |
| Calamos Advisors LLC | 444,534 | $78.9M | 0.32% | −38,418−8.0% | Reduced |
| State of Tennessee, Treasury Department | 431,847 | $78.9M | 0.25% | −3,522−0.8% | Reduced |
| Pinnacle Associates Ltd | 451,844 | $80.2M | 1.03% | −1,952−0.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 453,087 | $80.4M | 0.40% | +2,656+0.6% | Added |
| Handelsbanken Fonder AB | 455,102 | $80.8M | 0.24% | +6,050+1.3% | Added |
| Creative Planning | 455,277 | $80.8M | 0.06% | +31,408+7.4% | Added |
| Credit Agricole S A | 460,669 | $81.8M | 0.23% | +252,547+121.3% | Added |
| Donaldson Capital Management, LLC | 462,510 | $82.1M | 2.61% | −4,736−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 471,431 | $83.7M | 0.26% | +2,603+0.6% | Added |
| Pzena Investment Management LLC | 472,239 | $83.8M | 0.25% | −313,358−39.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 473,356 | $84.0M | 0.20% | −2,714−0.6% | Reduced |
| Employees Retirement System of Texas | 482,500 | $85.7M | 0.70% | +65,100+15.6% | Added |
| Treasurer of the State of North Carolina | 482,575 | $85.7M | 0.27% | −35,255−6.8% | Reduced |
| Man Group plc | 484,021 | $85.9M | 0.16% | −1,516−0.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 484,783 | $86.1M | 1.55% | −37,181−7.1% | Reduced |
| KLP Kapitalforvaltning AS | 494,989 | $87.9M | 0.34% | −900−0.2% | Reduced |
| MML Investors Services, LLC | 503,125 | $89.3M | 0.22% | +24,178+5.0% | Added |
| Capital Advisors Inc | 506,859 | $90.0M | 1.45% | −1,184−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 509,902 | $90.5M | 0.23% | +5,467+1.1% | Added |
| CIBC World Markets Inc. | 517,476 | $91.9M | 0.16% | −18,347−3.4% | Reduced |
| DJE Kapital AG | 513,855 | $91.9M | 2.54% | +182,784+55.2% | Added |
| Nisa Investment Advisors, LLC | 530,847 | $94.2M | 0.31% | −232,741−30.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 530,531 | $94.3M | 0.29% | +530,531 | New |
| Toronto Dominion Bank | 545,497 | $96.8M | 0.17% | −161,346−22.8% | Reduced |
| TCW Group Inc | 547,779 | $97.2M | 0.70% | −1,687−0.3% | Reduced |
| TD Asset Management Inc | 547,911 | $97.3M | 0.08% | +1,970+0.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 556,628 | $98.8M | 4.71% | −15,255−2.7% | Reduced |
| Worldquant Millennium Advisors LLC | 556,778 | $98.8M | 0.38% | +112,377+25.3% | Added |
| Truist Financial Corp | 565,029 | $100.3M | 0.13% | +3,488+0.6% | Added |
| First Trust Advisors LP | 565,753 | $100.4M | 0.07% | +32,664+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,181 | $102.6M | 0.22% | +10,823+1.9% | Added |
| Artisan Partners Limited Partnership | 594,431 | $105.5M | 0.16% | −144,957−19.6% | Reduced |
| APG Asset Management N.V. | 703,634 | $106.4M | 0.30% | −202,632−22.4% | Reduced |
| Capital World Investors | 608,950 | $108.1M | 0.01% | −5,048,925−89.2% | Reduced |
| Mackenzie Financial Corp | 606,800 | $108.5M | 0.13% | +191,867+46.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 618,388 | $109.8M | 0.30% | −6,657−1.1% | Reduced |
| UniSuper Management Pty Ltd | 622,952 | $110.6M | 0.66% | −758−0.1% | Reduced |
| Rokos Capital Management LLP | 624,962 | $111.0M | 1.63% | +593,570+1,890.8% | Added |
| Point72 Asset Management, L.P. | 650,088 | $115.4M | 0.18% | +343,628+112.1% | Added |
| State of Wisconsin Investment Board | 651,061 | $115.6M | 0.26% | −13,088−2.0% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 646,765 | $115.8M | 0.33% | +646,765 | New |
| Asset Management One Co.,Ltd. | 646,571 | $116.1M | 0.32% | +65,246+11.2% | Added |
| Royal London Asset Management Ltd | 656,132 | $116.5M | 0.25% | +7,675+1.2% | Added |
| Aristotle Capital Management, LLC | 663,487 | $117.8M | 0.24% | −118,000−15.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 664,173 | $118.1M | 0.33% | +657,704+10,167.0% | Added |
| Quantinno Capital Management LP | 670,483 | $119.0M | 0.24% | +160,243+31.4% | Added |
| Robeco Institutional Asset Management B.V. | 684,221 | $121.5M | 0.17% | +22,367+3.4% | Added |
| Squarepoint Ops LLC | 684,900 | $121.6M | 0.25% | −806,048−54.1% | Reduced |
| Rathbone Brothers plc | 705,425 | $125.2M | 0.49% | −66,494−8.6% | Reduced |
| Tudor Investment Corp Et Al | 712,236 | $126.4M | 0.69% | +701,436+6,494.8% | Added |
| Kames Capital plc | 716,857 | $127.3M | 1.51% | −55,638−7.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 738,474 | $131.1M | 0.34% | +203,342+38.0% | Added |