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; 2,746 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 1,309 | $232.3K | 0.08% | −107−7.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,230 | $232.6K | 0.01% | +1,230 | New |
| Trillium Asset Management, LLC | 1,314 | $233.0K | 0.01% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,313 | $233.1K | 0.10% | −20−1.5% | Reduced |
| CRA Financial Services, LLC | 1,316 | $233.6K | 0.03% | +28+2.2% | Added |
| Howard Capital Management Group, LLC | 1,316 | $233.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,317 | $233.8K | 0.12% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,320 | $234.3K | 0.03% | +1,320 | New |
| Syntegra Private Wealth Group, LLC | 1,322 | $234.7K | 0.02% | +46+3.6% | Added |
| Axis Wealth Partners, LLC | 1,323 | $235.0K | 0.13% | −26−1.9% | Reduced |
| Hall Capital Management Co Inc | 1,326 | $235.4K | 0.09% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,328 | $235.8K | 0.21% | +1,328 | New |
| E6 Portfolios, LLC | 1,329 | $235.9K | 0.27% | +1,329 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,314 | $236.5K | 0.17% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,339 | $237.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,340 | $238.0K | 0.05% | +1,340 | New |
| Shum Financial Group, Inc. | 1,344 | $238.6K | 0.17% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,345 | $238.8K | 0.17% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,347 | $239.1K | 0.15% | +1,347 | New |
| Argos Wealth Advisors, LLC | 1,348 | $239.3K | 0.07% | +1,348 | New |
| Tortuga Wealth Management, Inc | 1,350 | $239.6K | 0.25% | +1,350 | New |
| GK Wealth Management LLC | 1,350 | $239.8K | 0.18% | −63−4.5% | Reduced |
| Flatrock Wealth Partners LLC | 1,352 | $240.0K | 0.12% | +1,352 | New |
| Fiera Capital Corp | 1,355 | $240.6K | 0.00% | 00.0% | Unchanged |
| Diversified Management Inc | 1,356 | $240.7K | 0.06% | +1,356 | New |
| Silvant Capital Management LLC | 1,357 | $240.9K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 1,359 | $241.3K | 0.02% | +1,359 | New |
| PKS Advisory Services, LLC | 1,366 | $242.5K | 0.06% | −117−7.9% | Reduced |
| Pitti Group Wealth Management, LLC | 1,369 | $243.0K | 0.20% | +2+0.1% | Added |
| Crown Wealth Group, LLC | 1,369 | $243.0K | 0.07% | +50+3.8% | Added |
| Leisure Capital Management | 1,370 | $243.2K | 0.08% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,335 | $243.4K | 0.07% | +1,335 | New |
| Traphagen Investment Advisors LLC | 1,371 | $243.5K | 0.02% | −16−1.2% | Reduced |
| Fire Capital Management LLC | 1,374 | $243.9K | 0.12% | +50+3.8% | Added |
| Bridges Investment Management Inc | 1,379 | $244.8K | 0.00% | +1,379 | New |
| Genesis Private Wealth, LLC | 1,383 | $245.5K | 0.08% | +49+3.7% | Added |
| West Paces Advisors Inc. | 1,384 | $245.7K | 0.05% | +1,384 | New |
| Altar Rock LLC | 1,385 | $245.9K | 0.29% | +1,385 | New |
| Sargent Investment Group, LLC | 1,387 | $246.2K | 0.03% | +1,387 | New |
| Avise Financial Cooperative, Inc. | 1,390 | $246.8K | 0.22% | +1,390 | New |
| Indiana Trust & Investment Management CO | 1,394 | $247.5K | 0.07% | 00.0% | Unchanged |
| Banque Transatlantique SA | 1,398 | $248.2K | 0.01% | +1,168+507.8% | Added |
| QP Wealth Management, LLC | 1,403 | $249.1K | 0.22% | +1,403 | New |
| 626 Financial, LLC | 1,404 | $249.3K | 0.11% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,409 | $250.1K | 0.03% | −1,249−47.0% | Reduced |
| Whalerock Point Partners, LLC | 1,410 | $250.3K | 0.05% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,412 | $250.7K | 0.04% | +25+1.8% | Added |
| Act Wealth Management, LLC | 1,412 | $250.7K | 0.08% | +1,412 | New |
| Drucker Wealth 3.0, LLC | 1,412 | $250.7K | 0.04% | +1,412 | New |
| Resources Management Corp | 1,415 | $251.0K | 0.03% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,414 | $251.0K | 0.86% | +97+7.4% | Added |
| ShoreHaven Wealth Partners, LLC | 1,420 | $252.3K | 0.09% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 1,421 | $252.3K | 0.05% | +1,421 | New |
| Meridian Financial, LLC | 1,423 | $252.6K | 0.14% | +21+1.5% | Added |
| Firethorn Wealth Partners, LLC | 1,423 | $252.7K | 0.09% | +19+1.4% | Added |
| EPG Wealth Management LLC | 1,424 | $252.8K | 0.07% | +32+2.3% | Added |
| Range Advisory, LLC | 1,425 | $252.9K | 0.07% | +1,425 | New |
| Trust Co of Oklahoma | 1,426 | $253.2K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,429 | $253.7K | 0.03% | +83+6.2% | Added |
| Bruce G. Allen Investments, LLC | 1,433 | $254.4K | 0.17% | −101−6.6% | Reduced |
| Goldstein Advisors, LLC | 1,434 | $254.6K | 0.03% | +50+3.6% | Added |
| New World Advisors LLC | 1,439 | $255.5K | 0.04% | +135+10.4% | Added |
| Powers Advisory Group, LLC | 1,443 | $256.1K | 0.10% | +56+4.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,446 | $256.7K | 0.04% | +1,446 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,448 | $257.1K | 0.03% | +1,448 | New |
| Coordinated Financial Services, Inc. | 1,449 | $257.2K | 0.15% | +78+5.7% | Added |
| Harrell Investment Partners, LLC | 1,450 | $257.4K | 0.06% | −67−4.4% | Reduced |
| BIP Wealth, LLC | 1,450 | $257.5K | 0.01% | −16−1.1% | Reduced |
| Longview Financial Advisors LLC | 1,451 | $257.6K | 0.14% | +68+4.9% | Added |
| Red Wave Investments LLC | 1,452 | $257.8K | 0.08% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,457 | $258.6K | 0.09% | +1,457 | New |
| TrustBank | 1,457 | $258.7K | 0.11% | +1,457 | New |
| Long Road Investment Counsel, LLC | 1,461 | $259.4K | 0.10% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,462 | $259.5K | 0.06% | −110−7.0% | Reduced |
| TABR Capital Management, LLC | 1,466 | $260.3K | 0.17% | +1,466 | New |
| 180 Wealth Advisors, LLC | 1,467 | $260.4K | 0.03% | +1,467 | New |
| Ransom Advisory, Ltd | 1,469 | $260.8K | 0.10% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,479 | $262.6K | 0.03% | +1,479 | New |
| Fortis Group Advisors, LLC | 1,444 | $264.0K | 0.04% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,495 | $265.5K | 0.02% | +232+18.4% | Added |
| Redwood Wealth Management Group, LLC | 1,498 | $265.9K | 0.11% | +233+18.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $266.0K | 0.02% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,500 | $266.3K | 0.14% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,507 | $267.5K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,508 | $267.7K | 0.02% | −325−17.7% | Reduced |
| Wealth Architects, LLC | 1,508 | $267.7K | 0.02% | +1,508 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,509 | $267.9K | 0.04% | −680−31.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,509 | $267.9K | 0.01% | +159+11.8% | Added |
| AssuredPartners Investment Advisors, LLC | 1,510 | $268.1K | 0.04% | −8−0.5% | Reduced |
| Bravera Wealth | 1,511 | $268.2K | 0.13% | +1,511 | New |
| Fusion Capital, LLC | 1,518 | $269.5K | 0.08% | −198−11.5% | Reduced |
| MPS Loria Financial Planners, LLC | 1,518 | $269.6K | 0.07% | +186+14.0% | Added |
| FDx Advisors, Inc. | 1,526 | $271.0K | 0.14% | −68−4.3% | Reduced |
| Dividend Assets Capital, LLC | 1,531 | $271.8K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,532 | $272.0K | 0.02% | +1,532 | New |
| Brown, Lisle/Cummings, Inc. | 1,533 | $272.2K | 0.07% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,442 | $272.6K | 0.01% | +949+192.5% | Added |
| Ashton Thomas Securities, LLC | 1,536 | $272.7K | 0.05% | +1+0.1% | Added |
| STAR Financial Bank | 1,541 | $273.6K | 0.14% | −75−4.6% | Reduced |
| Channel Wealth LLC | 1,542 | $273.8K | 0.07% | −64−4.0% | Reduced |