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 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,094,734 | $1.08B | 0.06% | −55,464−0.9% | Reduced |
| Amundi | 6,326,385 | $1.12B | 0.31% | +558,552+9.7% | Added |
| Bank of Montreal | 6,638,226 | $1.18B | 0.48% | +225,829+3.5% | Added |
| Dimensional Fund Advisors LP | 7,170,017 | $1.27B | 0.27% | −986,600−12.1% | Reduced |
| Invesco Ltd. | 7,194,677 | $1.28B | 0.12% | −1,888,903−20.8% | Reduced |
| Legal & General Group Plc | 8,261,749 | $1.47B | 0.33% | −149,586−1.8% | Reduced |
| Franklin Resources Inc | 8,766,408 | $1.56B | 0.38% | −322,406−3.5% | Reduced |
| Royal Bank of Canada | 9,034,773 | $1.60B | 0.28% | +1,235,992+15.8% | Added |
| UBS Asset Management Americas Inc | 9,171,655 | $1.63B | 0.34% | +83,472+0.9% | Added |
| Bank of New York Mellon Corp | 9,371,513 | $1.66B | 0.29% | +712,595+8.2% | Added |
| Charles Schwab Investment Management Inc | 9,857,800 | $1.75B | 0.27% | −823,173−7.7% | Reduced |
| Schroder Investment Management Group | 10,302,528 | $1.83B | 1.39% | +590,457+6.1% | Added |
| UBS Group AG | 10,642,269 | $1.89B | 0.37% | +309,411+3.0% | Added |
| Massachusetts Financial Services Co | 12,458,302 | $2.21B | 0.71% | −998,912−7.4% | Reduced |
| Northern Trust Corp | 12,814,113 | $2.27B | 0.29% | −149,299−1.2% | Reduced |
| Ameriprise Financial Inc | 14,181,661 | $2.52B | 0.57% | −78,989−0.6% | Reduced |
| Price T Rowe Associates Inc | 14,917,776 | $2.65B | 0.29% | +3,364,080+29.1% | Added |
| Goldman Sachs Group Inc | 15,211,727 | $2.70B | 0.38% | +243,254+1.6% | Added |
| Norges Bank | 15,415,129 | $2.74B | 0.29% | +15,415,129 | New |
| Capital Research Global Investors | 15,432,313 | $2.74B | 0.51% | −3,816,598−19.8% | Reduced |
| Wellington Management Group LLP | 15,852,651 | $2.81B | 0.49% | −2,880,247−15.4% | Reduced |
| Bank of America Corp | 16,239,143 | $2.88B | 0.21% | −602,956−3.6% | Reduced |
| Capital International Investors | 20,544,097 | $3.65B | 0.57% | −6,777,117−24.8% | Reduced |
| Fisher Asset Management, LLC | 25,018,335 | $4.44B | 1.52% | +524,189+2.1% | Added |
| FMR LLC | 26,166,591 | $4.65B | 0.24% | +1,371,421+5.5% | Added |
| Geode Capital Management, LLC | 27,070,557 | $4.79B | 0.30% | +534,708+2.0% | Added |
| JPMorgan Chase & Co | 35,714,453 | $6.34B | 0.43% | −1,698,283−4.5% | Reduced |
| BlackRock, Inc. | 95,248,897 | $16.9B | 0.29% | +1,580,688+1.7% | Added |
| State Street Corp | 103,854,751 | $18.4B | 0.62% | +539,544+0.5% | Added |
| Vanguard Group Inc | 119,718,100 | $21.3B | 0.31% | +1,361,940+1.2% | Added |
| Mitsubishi Ufj Financial Group Inc | 377,085,167 | $66.9B | 100.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 21 | – | – | +21 | New |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −916,809−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −527,449−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −265,884−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −226,442−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −205,630−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −94,433−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −61,636−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −60,719−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −50,261−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −31,136−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −29,070−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,925−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −15,327−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −12,855−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −12,065−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −9,346−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Roberts Capital Advisors, LLC | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Red Lighthouse Investment Management, LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Zevin Asset Management LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Real Talk Capital, LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Whelan Financial | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Meadowbrook Wealth Management, LLC | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Carter Financial Group, INC. | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Helium Advisors LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |