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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 739,230 | $131.2M | 0.31% | +84,366+12.9% | Added |
| US Bancorp | 741,472 | $131.6M | 0.15% | −2,417−0.3% | Reduced |
| SEI Investments Co | 743,539 | $132.0M | 0.13% | +187,600+33.7% | Added |
| Bank of Nova Scotia | 760,478 | $135.0M | 0.20% | +475,151+166.5% | Added |
| Federated Hermes, Inc. | 762,148 | $135.3M | 0.23% | +150,310+24.6% | Added |
| Swiss Life Asset Management Ltd | 764,583 | $135.7M | 0.69% | +20,783+2.8% | Added |
| Korea Investment CORP | 785,222 | $139.4M | 0.27% | −4,347−0.6% | Reduced |
| Zurich Insurance Group Ltd | 786,539 | $139.6M | 0.97% | +786,539 | New |
| National Bank of Canada | 791,163 | $140.5M | 0.14% | +468,209+145.0% | Added |
| M&T Bank Corp | 798,576 | $141.8M | 0.46% | +26,500+3.4% | Added |
| Douglas Lane & Associates, LLC | 800,539 | $142.1M | 1.95% | −47,889−5.6% | Reduced |
| Retirement Systems of Alabama | 809,145 | $143.6M | 0.47% | −1,842−0.2% | Reduced |
| RBF Capital, LLC | 810,432 | $143.9M | 6.57% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 813,389 | $144.4M | 0.41% | +813,389 | New |
| Storebrand Asset Management AS | 818,672 | $145.3M | 0.39% | −12,725−1.5% | Reduced |
| Pictet Asset Management Holding SA | 833,419 | $148.0M | 0.14% | +23,058+2.8% | Added |
| Mariner, LLC | 875,721 | $155.5M | 0.19% | +31,425+3.7% | Added |
| Great West Life Assurance Co | 876,195 | $155.6M | 0.27% | −387,842−30.7% | Reduced |
| Brandywine Global Investment Management, LLC | 877,171 | $155.7M | 1.04% | −16,791−1.9% | Reduced |
| Acadian Asset Management LLC | 888,587 | $157.7M | 0.26% | +111,491+14.3% | Added |
| Swedbank AB | 906,141 | $160.9M | 0.16% | +16,953+1.9% | Added |
| Capitolis Liquid Global Markets LLC | 919,795 | $163.3M | 0.97% | +617,795+204.6% | Added |
| Adage Capital Partners GP, L.L.C. | 922,634 | $163.8M | 0.25% | −41,600−4.3% | Reduced |
| Russell Investments Group, Ltd. | 924,782 | $164.5M | 0.18% | +166,390+21.9% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $167.2M | 0.74% | 00.0% | Unchanged |
| Nordea Investment Management AB | 965,323 | $171.9M | 0.15% | +67,613+7.5% | Added |
| Victory Capital Management Inc | 970,308 | $172.3M | 0.10% | +80,237+9.0% | Added |
| D. E. Shaw & Co., Inc. | 979,464 | $173.9M | 0.13% | −64,240−6.2% | Reduced |
| New York State Teachers Retirement System | 986,094 | $175.1M | 0.34% | −36,729−3.6% | Reduced |
| Junto Capital Management LP | 993,799 | $176.4M | 3.95% | −75,884−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,009,149 | $179.2M | 0.30% | +233,221+30.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 971,456 | $182.5M | 0.25% | −8,407−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 1,034,738 | $183.7M | 0.33% | −27,271−2.6% | Reduced |
| Aviva PLC | 1,056,402 | $187.5M | 0.32% | +56,541+5.7% | Added |
| Natixis Advisors, L.P. | 1,059,010 | $188.0M | 0.27% | +3,871+0.4% | Added |
| Blue Sparrow, LLC | 1,066,701 | $189.4M | 3.57% | +1,066,701 | New |
| Two Sigma Advisers, LP | 1,069,000 | $189.8M | 0.37% | +45,164+4.4% | Added |
| Clark Capital Management Group, Inc. | 1,072,718 | $190.4M | 1.17% | +99,078+10.2% | Added |
| Nomura Asset Management International Inc. | 1,076,158 | $191.1M | 0.29% | +1,076,158 | New |
| American Century Companies Inc | 1,101,293 | $195.5M | 0.10% | +87,704+8.7% | Added |
| Jane Street Group, LLC | 1,113,961 | $197.8M | 0.23% | +778,251+231.8% | Added |
| Two Sigma Investments, LP | 1,116,813 | $198.3M | 0.30% | −118,156−9.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,123,672 | $198.3M | 0.32% | +10,989+1.0% | Added |
| Standard Life Aberdeen plc | 1,120,122 | $198.9M | 0.31% | −19,938−1.7% | Reduced |
| Commerce Bank | 1,159,874 | $205.9M | 1.14% | −6,004−0.5% | Reduced |
| Evercore Wealth Management, LLC | 1,216,602 | $216.0M | 3.16% | −27,530−2.2% | Reduced |
| Focused Investors LLC | 1,258,950 | $223.5M | 7.12% | −42,550−3.3% | Reduced |
| 1832 Asset Management L.P. | 1,300,524 | $230.9M | 0.29% | +300,233+30.0% | Added |
| Bessemer Group Inc | 1,367,726 | $242.8M | 0.37% | −51,875−3.7% | Reduced |
| Hamlin Capital Management, LLC | 1,396,357 | $247.9M | 5.94% | −117,044−7.7% | Reduced |
| Thrivent Financial for Lutherans | 1,406,495 | $249.7M | 0.44% | +1,348,683+2,332.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,433,451 | $254.6M | 0.29% | +1,104,493+335.8% | Added |
| CI Private Wealth, LLC | 1,505,907 | $263.0M | 0.36% | +217,691+16.9% | Added |
| Samlyn Capital, LLC | 1,493,069 | $265.1M | 4.23% | +1,238,497+486.5% | Added |
| Citigroup Inc | 1,504,718 | $267.1M | 0.18% | −710,879−32.1% | Reduced |
| Cullen Capital Management LLC | 1,504,927 | $267.2M | 2.92% | −57,665−3.7% | Reduced |
| HighTower Advisors, LLC | 1,541,454 | $269.2M | 0.29% | +14,592+1.0% | Added |
| Fifth Third Bancorp | 1,533,317 | $272.2M | 0.86% | +1,881+0.1% | Added |
| New York State Common Retirement Fund | 1,556,555 | $276.3M | 0.37% | −13,700−0.9% | Reduced |
| Stifel Financial Corp | 1,636,077 | $290.5M | 0.26% | +26,652+1.7% | Added |
| Fayez Sarofim & Co | 1,668,931 | $296.3M | 0.71% | −134,942−7.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,715,426 | $304.5M | 0.54% | −259,970−13.2% | Reduced |
| Holocene Advisors, LP | 1,729,735 | $307.1M | 0.65% | +1,276,274+281.5% | Added |
| Marshall Wace, LLP | 1,733,867 | $307.8M | 0.30% | −1,199,737−40.9% | Reduced |
| Prudential Financial Inc | 1,739,300 | $308.8M | 0.37% | +199,376+12.9% | Added |
| KBC Group NV | 1,811,371 | $321.6M | 0.73% | +35,289+2.0% | Added |
| California State Teachers Retirement System | 1,850,246 | $328.5M | 0.33% | −6,435−0.3% | Reduced |
| LPL Financial LLC | 1,929,475 | $342.5M | 0.09% | −14,213−0.7% | Reduced |
| Raymond James Financial Inc | 1,952,638 | $346.7M | 0.11% | −61,801−3.1% | Reduced |
| Qube Research & Technologies Ltd | 1,955,992 | $347.2M | 0.50% | +629,600+47.5% | Added |
| Public Employees Retirement Association of Colorado | 2,009,091 | $356.7M | 1.31% | +133,595+7.1% | Added |
| California Public Employees Retirement System | 2,135,228 | $379.1M | 0.22% | +69,910+3.4% | Added |
| Rhumbline Advisers | 2,184,870 | $387.9M | 0.31% | −54,669−2.4% | Reduced |
| FIL Ltd | 2,206,917 | $391.8M | 0.29% | +135,081+6.5% | Added |
| Balyasny Asset Management LLC | 2,234,175 | $396.6M | 0.74% | +1,767,506+378.7% | Added |
| Millennium Management LLC | 2,275,184 | $403.9M | 0.29% | −1,247,043−35.4% | Reduced |
| Neuberger Berman Group LLC | 2,275,708 | $404.0M | 0.30% | −81,886−3.5% | Reduced |
| Allianz Asset Management GmbH | 2,287,307 | $406.1M | 0.46% | +259,375+12.8% | Added |
| Lord, Abbett & Co. LLC | 2,298,004 | $408.0M | 1.25% | −9330.0% | Reduced |
| Canada Pension Plan Investment Board | 2,308,502 | $409.8M | 0.27% | −27,278−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,358,594 | $418.9M | 0.34% | −1,399,033−37.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,424,435 | $430.4M | 0.24% | −15,936−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,509,180 | $456.4M | 0.31% | +123,407+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,682,122 | $476.2M | 0.28% | −107,529−3.9% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,734,485 | $485.5M | 4.91% | −414,049−13.2% | Reduced |
| Envestnet Asset Management Inc | 2,809,232 | $498.7M | 0.15% | −111,745−3.8% | Reduced |
| National Pension Service | 2,829,303 | $502.3M | 0.37% | +163,227+6.1% | Added |
| BNP Paribas Arbitrage, SA | 2,898,081 | $514.5M | 0.33% | −369,559−11.3% | Reduced |
| Principal Financial Group Inc | 3,149,329 | $559.1M | 0.29% | −498,498−13.7% | Reduced |
| Alliancebernstein L.P. | 3,204,090 | $568.8M | 0.18% | +700,598+28.0% | Added |
| HSBC Holdings PLC | 3,510,340 | $623.8M | 0.35% | +550,589+18.6% | Added |
| Voya Investment Management LLC | 3,557,792 | $631.6M | 0.62% | +108,626+3.1% | Added |
| Barclays PLC | 3,598,399 | $638.8M | 0.26% | −623,637−14.8% | Reduced |
| Axiom Investors LLC | 3,600,059 | $639.1M | 5.61% | −203,905−5.4% | Reduced |
| Boston Partners | 3,807,048 | $676.9M | 0.70% | −223,919−5.6% | Reduced |
| Deutsche Bank AG | 4,003,926 | $710.8M | 0.23% | −6,795−0.2% | Reduced |
| Janus Henderson Group PLC | 4,176,949 | $741.5M | 0.33% | −612,377−12.8% | Reduced |
| Wells Fargo & Company | 4,225,369 | $750.1M | 0.15% | +460,688+12.2% | Added |
| Citadel Advisors LLC | 5,162,394 | $916.5M | 0.62% | +1,674,173+48.0% | Added |
| Nuveen, LLC | 5,413,255 | $961.0M | 0.25% | −246,753−4.4% | Reduced |