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
- 2,533
- +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
- 837 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 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 338 | $60.0K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 339 | $60.2K | 0.06% | +339 | New |
| Ares Financial Consulting, LLC | 356 | $63.2K | 0.06% | +356 | New |
| ESL Trust Services, LLC | 360 | $63.9K | 0.01% | −13−3.5% | Reduced |
| Essex Investment Management Co LLC | 363 | $64.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 375 | $66.6K | 0.06% | +2+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $66.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 380 | $67.5K | 0.01% | +349+1,125.8% | Added |
| Financial Network Wealth Advisors LLC | 385 | $68.3K | 0.07% | +2+0.5% | Added |
| Activest Wealth Management | 391 | $69.4K | 0.01% | −124−24.1% | Reduced |
| Flagship Wealth Advisors, LLC | 396 | $70.3K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 404 | $71.7K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 408 | $72.4K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 412 | $73.1K | 0.02% | +15+3.8% | Added |
| Westfuller Advisors, LLC | 414 | $73.5K | 0.03% | +63+17.9% | Added |
| VSM Wealth Advisory, LLC | 429 | $76.2K | 0.02% | +1+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 430 | $76.3K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 436 | $77.4K | 0.01% | −267−38.0% | Reduced |
| Sittner & Nelson, LLC | 433 | $77.9K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $78.6K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 444 | $78.8K | 0.05% | +444 | New |
| Princeton Global Asset Management LLC | 447 | $79.4K | 0.01% | +268+149.7% | Added |
| IMA Wealth, Inc. | 452 | $80.2K | 0.01% | +54+13.6% | Added |
| Accordant Advisory Group Inc | 470 | $83.4K | 0.06% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 475 | $84.3K | 0.01% | +475 | New |
| Cornerstone Planning Group LLC | 472 | $86.1K | 0.01% | +72+18.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 490 | $87.0K | 0.06% | −367−42.8% | Reduced |
| Solstein Capital, LLC | 493 | $87.5K | 0.04% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 500 | $88.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 499 | $88.6K | 0.04% | +499 | New |
| Corsicana & Co. | 500 | $88.8K | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $88.8K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $88.8K | 0.01% | +500 | New |
| CBIZ Investment Advisory Services, LLC | 502 | $89.1K | 0.00% | +55+12.3% | Added |
| McIlrath & Eck, LLC | 513 | $91.1K | 0.01% | +487+1,873.1% | Added |
| ORG Wealth Partners, LLC | 514 | $91.2K | 0.02% | −1,166−69.4% | Reduced |
| Tradewinds Capital Management, LLC | 522 | $92.7K | 0.02% | +7+1.4% | Added |
| Delos Wealth Advisors, LLC | 531 | $94.3K | 0.06% | 00.0% | Unchanged |
| Curio Wealth, LLC | 527 | $95.7K | 0.03% | +527 | New |
| ORG Partners LLC | 541 | $96.0K | 0.02% | +24+4.6% | Added |
| First Financial Corp | 554 | $98.4K | 0.04% | −111−16.7% | Reduced |
| BFSG, LLC | 560 | $99.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $100.8K | 0.03% | −114−16.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 575 | $102.1K | 0.09% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $103.5K | 0.05% | 00.0% | Unchanged |
| Wellington Grp LLC | 587 | $104.2K | 0.03% | +587 | New |
| United Financial Planning Group LLC | 588 | $104.4K | 0.06% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 600 | $106.5K | 0.06% | −71−10.6% | Reduced |
| UMA Financial Services, Inc. | 607 | $107.8K | 0.01% | +39+6.9% | Added |
| Rowland & Co Investment Counsel | 611 | $108.5K | 0.02% | +611 | New |
| Navalign, LLC | 639 | $113.4K | 0.03% | +639 | New |
| Align Financial, LLC | 115,217 | $115.2K | 0.07% | +115,217 | New |
| Evelyn Partners Asset Management Ltd | 653 | $115.9K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 662 | $117.6K | 0.06% | −1,826−73.4% | Reduced |
| Jessup Wealth Management, Inc | 669 | $118.8K | 0.04% | +669 | New |
| Essential Investment Partners LLC | 672 | $119.3K | 0.11% | +672 | New |
| DAGCO, Inc. | 681 | $120.9K | 0.03% | +4+0.6% | Added |
| Bell Investment Advisors, Inc | 684 | $121.4K | 0.02% | +25+3.8% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $121.7K | 0.01% | −9−1.3% | Reduced |
| Salomon & Ludwin, LLC | 659 | $122.9K | 0.01% | +145+28.2% | Added |
| Tobam | 693 | $123.0K | 0.03% | +209+43.2% | Added |
| Atlantic Trust, LLC | 693 | $123.0K | 0.02% | −45−6.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 695 | $123.4K | 0.02% | +695 | New |
| Halbert Hargrove Global Advisors, LLC | 699 | $124.1K | 0.01% | −60−7.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 702 | $124.6K | 0.09% | 00.0% | Unchanged |
| 1248 Management, LLC | 714 | $126.8K | 0.07% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 717 | $127.3K | 0.19% | +717 | New |
| Ameliora Wealth Management Ltd. | 724 | $128.5K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 726 | $128.9K | 0.09% | +101+16.2% | Added |
| Wall Street Access Asset Management, LLC | 730 | $129.6K | 0.03% | +18+2.5% | Added |
| Fortitude Family Office, LLC | 734 | $130.3K | 0.03% | +2+0.3% | Added |
| Hilltop National Bank | 749 | $133.0K | 0.03% | +724+2,896.0% | Added |
| Cranbrook Wealth Management, LLC | 780 | $138.5K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 799 | $141.9K | 0.05% | +26+3.4% | Added |
| Park Circle Co | 800 | $142.0K | 0.13% | 00.0% | Unchanged |
| Gleason Group, Inc. | 802 | $142.5K | 0.01% | −136−14.5% | Reduced |
| HHM Wealth Advisors, LLC | 807 | $143.3K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 808 | $143.4K | 0.02% | −78−8.8% | Reduced |
| Rocky Mountain Advisers, LLC | 815 | $144.7K | 0.04% | +5+0.6% | Added |
| WPG Advisers, LLC | 818 | $145.2K | 0.11% | +303+58.8% | Added |
| Ancora Advisors, LLC | 827 | $146.8K | 0.00% | +455+122.3% | Added |
| LRI Investments, LLC | 855 | $151.8K | 0.01% | +208+32.1% | Added |
| Kozak & Associates, Inc. | 816 | $152.1K | 0.03% | −59−6.7% | Reduced |
| Modus Advisors, LLC | 860 | $152.6K | 0.04% | +860 | New |
| Hanson & Doremus Investment Management | 880 | $156.0K | 0.02% | +3+0.3% | Added |
| Greykasell Wealth Strategies, Inc. | 879 | $156.0K | 0.06% | +694+375.1% | Added |
| Chesapeake Asset Management LLC | 884 | $156.9K | 0.13% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 886 | $157.0K | 0.04% | −59−6.2% | Reduced |
| GGM Financials LLC | 885 | $157.2K | 0.08% | +5+0.6% | Added |
| Creative Financial Designs Inc | 890 | $158.1K | 0.01% | +372+71.8% | Added |
| Wellington Shields & Co., LLC | 911 | $161.7K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 917 | $162.8K | 0.01% | −64−6.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 924 | $164.0K | 0.07% | −31−3.2% | Reduced |
| Hollencrest Capital Management | 930 | $165.1K | 0.01% | −4,909−84.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 901 | $166.8K | 0.07% | +893+11,162.5% | Added |
| eCIO, Inc. | 941 | $167.1K | 0.08% | −397−29.7% | Reduced |
| Havemeyer Place LP | 941 | $167.1K | 0.03% | +941 | New |
| Trust Co | 963 | $171.0K | 0.02% | +208+27.5% | Added |
| Cedar Mountain Advisors, LLC | 971 | $172.4K | 0.03% | +4+0.4% | Added |
| MV Capital Management, Inc. | 977 | $173.4K | 0.02% | +6+0.6% | Added |