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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 981 | $174.2K | 0.02% | +981 | New |
| High Point Wealth Management, LLC | 981 | $174.2K | 0.16% | +981 | New |
| Richardson Financial Services Inc. | 987 | $175.2K | 0.11% | +76+8.3% | Added |
| Monetary Management Group Inc | 1,000 | $177.5K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $177.5K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $177.5K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 1,000 | $178.0K | 0.02% | +1,000 | New |
| Signature Equity Partners, LLC | 1,007 | $178.7K | 0.10% | +1,007 | New |
| Sumitomo Mitsui Financial Group, Inc. | 1,000 | $179.9K | 0.00% | +1,000 | New |
| Intesa Sanpaolo Wealth Management | 1,014 | $180.0K | 0.04% | +1,014 | New |
| Pension & Wealth Management Advisors, Inc. | 1,014 | $180.3K | 0.05% | +1+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,020 | $181.1K | 0.03% | +24+2.4% | Added |
| Washington Trust Advisors, Inc. | 1,045 | $185.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $188.5K | 0.01% | −166−13.5% | Reduced |
| TSFG, LLC | 1,067 | $190.0K | 0.03% | +1+0.1% | Added |
| Covestor Ltd | 1,068 | $190.0K | 0.10% | +241+29.1% | Added |
| Millstone Evans Group, LLC | 1,083 | $192.3K | 0.11% | 00.0% | Unchanged |
| AXS Investments LLC | 1,101 | $195.5K | 0.07% | −99−8.3% | Reduced |
| General Partner, Inc. | 1,107 | $196.5K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,129 | $200.5K | 0.03% | +1,129 | New |
| BAM Wealth Management, LLC | 1,132 | $200.9K | 0.15% | +1,132 | New |
| Unified Investment Management | 1,136 | $201.6K | 0.20% | +1,136 | New |
| Iron Financial, LLC | 1,136 | $201.7K | 0.09% | +1,136 | New |
| Semus Wealth Partners LLC | 1,137 | $201.8K | 0.11% | +1,137 | New |
| Steigerwald, Gordon & Koch Inc. | 1,137 | $201.9K | 0.02% | +127+12.6% | Added |
| Curran Financial Partners, LLC | 1,138 | $202.0K | 0.04% | +1,138 | New |
| NorthStar Asset Management LLC | 1,140 | $202.4K | 0.09% | +1,140 | New |
| Oarsman Capital, Inc. | 1,141 | $202.6K | 0.03% | +1,141 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,145 | $203.3K | 0.12% | +1,145 | New |
| Aviso Wealth Management | 1,146 | $203.5K | 0.09% | +1,146 | New |
| TPG Advisors LLC | 1,150 | $204.2K | 0.13% | +1,150 | New |
| Uhlmann Price Securities, LLC | 1,150 | $204.2K | 0.12% | −215−15.8% | Reduced |
| Jackson Square Capital, LLC | 1,151 | $204.3K | 0.04% | +1,151 | New |
| Wealthquest Corp | 1,152 | $204.5K | 0.02% | +1,152 | New |
| Cogent Private Wealth, Inc. | 1,152 | $204.5K | 0.16% | +1,152 | New |
| Wedgewood Investors Inc | 1,155 | $205.0K | 0.23% | +1,155 | New |
| Paladin Advisory Group, LLC | 1,156 | $205.2K | 0.15% | 00.0% | Unchanged |
| Spinnaker Trust | 1,157 | $205.4K | 0.01% | +1,157 | New |
| Willis Johnson & Associates, Inc. | 1,157 | $205.5K | 0.01% | +1,157 | New |
| Wealth Alliance Advisory Group, LLC | 1,158 | $205.5K | 0.04% | +1,158 | New |
| Sherman Asset Management, Inc. | 1,162 | $206.3K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 1,170 | $207.0K | 0.18% | +1,170 | New |
| Kestra Investment Management, LLC | 1,167 | $207.2K | 0.01% | +1,167 | New |
| Verum Partners LLC | 1,168 | $207.4K | 0.04% | +1,168 | New |
| Monticello Wealth Management, LLC | 1,172 | $208.1K | 0.01% | +1,172 | New |
| Seeds Investor LLC | 1,177 | $208.9K | 0.04% | +1,177 | New |
| Evolution Wealth Advisors, LLC | 1,179 | $209.3K | 0.02% | −258−18.0% | Reduced |
| Money Concepts Capital Corp | 1,182 | $209.8K | 0.01% | +1,182 | New |
| Twin Focus Capital Partners, LLC | 1,183 | $210.0K | 0.02% | +1,183 | New |
| First Western Trust Bank | 1,183 | $210.0K | 0.01% | +1,183 | New |
| Beto Financial Group, LLC | 1,135 | $210.1K | 0.14% | +1,135 | New |
| Forbes J M & Co LLP | 1,186 | $210.6K | 0.02% | +1,186 | New |
| Sunburst Financial Group, LLC | 1,186 | $210.6K | 0.04% | +1,186 | New |
| Wilkins Miller Wealth Management, LLC | 1,187 | $210.9K | 0.13% | +1,187 | New |
| WESPAC Advisors, LLC | 1,194 | $212.0K | 0.11% | +1,194 | New |
| Coastwise Capital Group, LLC | 1,195 | $212.2K | 0.11% | +1,195 | New |
| BXM Wealth LLC | 9,006 | $212.2K | 0.16% | +6,516+261.7% | Added |
| Ssi Investment Management LLC | 1,196 | $212.3K | 0.01% | +1,196 | New |
| Alexis Investment Partners, LLC | 1,197 | $212.5K | 0.08% | −57−4.5% | Reduced |
| Trace Wealth Advisors, LLC | 1,200 | $213.0K | 0.15% | +1,200 | New |
| First Financial Bankshares Inc | 1,201 | $213.2K | 0.00% | −221−15.5% | Reduced |
| Johnson Financial Group, LLC | 1,201 | $213.2K | 0.01% | +1,201 | New |
| Eagle Wealth Advisors LLC | 1,201 | $213.2K | 0.18% | +1,201 | New |
| Robinswood Financial LLC | 1,203 | $213.6K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,203 | $213.6K | 0.03% | +1,203 | New |
| Laurel Oak Wealth Management, LLC | 1,204 | $213.8K | 0.04% | +1,204 | New |
| DLD Asset Management, LP | 1,206 | $214.1K | 0.02% | +1,206 | New |
| Allstreet Capital Advisors LLC | 1,212 | $215.2K | 0.16% | +1,212 | New |
| HBW Advisory Services LLC | 1,213 | $215.3K | 0.02% | +1,213 | New |
| Watershed Private Wealth LLC | 1,213 | $215.4K | 0.06% | +1,213 | New |
| Infrastructure Capital Advisors, LLC | 1,215 | $215.7K | 0.02% | −7,838−86.6% | Reduced |
| J.Safra Asset Management Corp | 1,220 | $216.6K | 0.01% | +1,220 | New |
| Smith, Moore & Co. | 1,227 | $217.7K | 0.02% | −32−2.5% | Reduced |
| Walker Asset Management, LLC | 1,229 | $218.1K | 0.12% | +1,229 | New |
| Arvest Bank Trust Division | 1,232 | $218.7K | 0.01% | +1,232 | New |
| Colonial Trust Co | 1,232 | $218.7K | 0.03% | +75+6.5% | Added |
| Mayport, LLC | 1,234 | $219.1K | 0.04% | +1,234 | New |
| BlueStem Wealth Partners, LLC | 1,245 | $221.0K | 0.02% | −193−13.4% | Reduced |
| Natural Investments, LLC | 1,247 | $221.0K | 0.06% | +1,247 | New |
| Stephenson & Company, Inc. | 1,249 | $221.7K | 0.12% | +1,249 | New |
| Capstone Financial Advisors, Inc. | 1,250 | $221.9K | 0.01% | +1,250 | New |
| one8zero8, LLC | 1,250 | $221.9K | 0.05% | +1,250 | New |
| Y.D. More Investments Ltd | 1,251 | $222.1K | 0.01% | −84−6.3% | Reduced |
| Private Capital Advisors, Inc. | 1,252 | $222.3K | 0.02% | +1,252 | New |
| Fortis Advisors, LLC | 1,253 | $222.4K | 0.12% | +1,253 | New |
| Planned Solutions, Inc. | 1,257 | $223.2K | 0.07% | +1,257 | New |
| StoryOne LLC | 0 | $223.9K | 0.14% | 0 | New |
| Mirabaud & Cie SA | 1,270 | $225.5K | 0.07% | −26,477−95.4% | Reduced |
| Regatta Capital Group, LLC | 1,271 | $225.6K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,272 | $225.8K | 0.04% | −176−12.2% | Reduced |
| Lederer & Associates Investment Counsel | 1,275 | $226.0K | 0.15% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,275 | $226.4K | 0.03% | +1,275 | New |
| Cottage Street Advisors LLC | 1,282 | $227.5K | 0.10% | +13+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 1,288 | $228.7K | 0.06% | +1,288 | New |
| Stiles Financial Services Inc | 1,291 | $229.2K | 0.07% | −67−4.9% | Reduced |
| Patton Fund Management, Inc. | 1,295 | $229.9K | 0.03% | −603−31.8% | Reduced |
| Patten Group, Inc. | 1,296 | $230.1K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,301 | $231.0K | 0.14% | +1,301 | New |
| Sunbeam Capital Management, LLC | 1,303 | $231.3K | 0.14% | +45+3.6% | Added |
| Krane Funds Advisors LLC | 1,308 | $232.2K | 0.01% | −111−7.8% | Reduced |