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 |
|---|---|---|---|---|---|
| Financial Council Asset Management Inc | 1,543 | $273.9K | 0.11% | 00.0% | Unchanged |
| BankChampaign, National Association | 1,543 | $273.9K | 0.27% | +1,543 | New |
| Landaas & Co | 1,546 | $274.5K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,547 | $274.6K | 0.02% | +1,547 | New |
| Valley Financial Group, Inc. | 1,547 | $274.6K | 0.15% | −15−1.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,553 | $275.7K | 0.11% | −32−2.0% | Reduced |
| Pinnacle Financial Group, LLC | 1,554 | $275.9K | 0.08% | +110+7.6% | Added |
| GHP Investment Advisors, Inc. | 1,557 | $276.4K | 0.01% | +41+2.7% | Added |
| Roof Eidam & Maycock | 1,560 | $276.9K | 0.06% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,561 | $277.1K | 0.24% | −53−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,563 | $277.5K | 0.05% | +1,563 | New |
| Northwest Quadrant Wealth Management, LLC | 1,565 | $277.9K | 0.06% | +3+0.2% | Added |
| Summitry LLC | 1,567 | $278.2K | 0.01% | +261+20.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,483 | $278.4K | 0.04% | +1,483 | New |
| Pekin Hardy Strauss, Inc. | 1,571 | $278.9K | 0.03% | −117−6.9% | Reduced |
| TFC Financial Management | 1,571 | $279.0K | 0.03% | +1+0.1% | Added |
| Brown Wealth Management, LLC | 1,578 | $280.1K | 0.07% | +81+5.4% | Added |
| Titleist Asset Management, LLC | 1,584 | $281.2K | 0.02% | +35+2.3% | Added |
| FLC Capital Advisors | 1,595 | $283.2K | 0.05% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,598 | $283.7K | 0.04% | −505−24.0% | Reduced |
| McNamara Financial Services, Inc. | 1,600 | $284.0K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $284.0K | 0.11% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,600 | $284.0K | 0.29% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $285.0K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,607 | $285.3K | 0.05% | +1,607 | New |
| Washington Trust Bank | 1,611 | $286.0K | 0.02% | +37+2.4% | Added |
| Hoxton Planning & Management, LLC | 1,619 | $287.4K | 0.09% | −30−1.8% | Reduced |
| Warwick Investment Management, Inc. | 1,625 | $288.5K | 0.04% | −205−11.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,625 | $288.5K | 0.02% | +104+6.8% | Added |
| Godsey & Gibb Associates | 1,626 | $288.7K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,634 | $290.0K | 0.00% | +212+14.9% | Added |
| Cassaday & Co Wealth Management LLC | 1,645 | $292.0K | 0.01% | +260+18.8% | Added |
| Armstrong Advisory Group, Inc | 1,645 | $292.1K | 0.02% | +7+0.4% | Added |
| AGH Wealth Advisors, LLC | 1,646 | $292.2K | 0.22% | −154−8.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,646 | $292.2K | 0.08% | −1,863−53.1% | Reduced |
| Per Stirling Capital Management, LLC. | 1,651 | $293.0K | 0.03% | −3−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 1,658 | $294.3K | 0.03% | +4+0.2% | Added |
| Biltmore Family Office, LLC | 1,660 | $294.7K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,665 | $295.6K | 0.04% | −23−1.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,665 | $295.6K | 0.02% | +13+0.8% | Added |
| VisionPoint Advisory Group, LLC | 1,667 | $295.9K | 0.06% | +174+11.7% | Added |
| Schrum Private Wealth Management LLC | 1,668 | $296.2K | 0.22% | +3+0.2% | Added |
| Cypress Capital Group | 1,679 | $298.2K | 0.03% | −72−4.1% | Reduced |
| Liberty Wealth Management LLC | 1,680 | $298.2K | 0.04% | +133+8.6% | Added |
| Richard P Slaughter Associates Inc | 1,683 | $298.8K | 0.06% | −14−0.8% | Reduced |
| Centurion Wealth Management LLC | 1,686 | $299.3K | 0.07% | +17+1.0% | Added |
| Rise Advisors, LLC | 1,688 | $299.6K | 0.11% | −85−4.8% | Reduced |
| Grant Private Wealth Management Inc | 1,688 | $299.7K | 0.18% | −204−10.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,693 | $300.6K | 0.13% | −65−3.7% | Reduced |
| Kennedy Investment Group | 1,696 | $301.0K | 0.11% | +7+0.4% | Added |
| DV Equities, LLC | 1,698 | $301.4K | 0.05% | +1,698 | New |
| Brave Asset Management Inc | 1,700 | $301.8K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $301.8K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 1,707 | $303.0K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 1,707 | $303.1K | 0.02% | +7+0.4% | Added |
| C M Bidwell & Associates Ltd | 1,708 | $303.2K | 0.14% | +1,708 | New |
| Park Place Capital Corp | 1,714 | $304.3K | 0.06% | −31−1.8% | Reduced |
| Noesis Capital Mangement Corp | 1,715 | $304.5K | 0.04% | +49+2.9% | Added |
| Weatherly Asset Management L. P. | 1,724 | $306.1K | 0.02% | +9+0.5% | Added |
| Massachusetts Wealth Management | 1,725 | $306.2K | 0.14% | −25−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,729 | $306.9K | 0.06% | +62+3.7% | Added |
| Catalina Capital Group, LLC | 1,730 | $307.0K | 0.19% | +10+0.6% | Added |
| Virtus ETF Advisers LLC | 1,733 | $307.7K | 0.15% | −68−3.8% | Reduced |
| Precedent Wealth Partners, LLC | 1,738 | $308.5K | 0.06% | +86+5.2% | Added |
| Grunden Financial Advisory, Inc. | 1,740 | $308.9K | 0.12% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,740 | $309.0K | 0.05% | +69+4.1% | Added |
| Bingham Private Wealth, LLC | 1,744 | $309.6K | 0.27% | +1,744 | New |
| Southland Equity Partners LLC | 1,749 | $310.5K | 0.06% | −11−0.6% | Reduced |
| Maltin Wealth Management, Inc. | 1,752 | $311.0K | 0.12% | +16+0.9% | Added |
| Cascades Capital Asset Management, LLC | 1,756 | $311.8K | 0.13% | +1,756 | New |
| OneAscent Financial Services LLC | 1,760 | $312.5K | 0.03% | −30−1.7% | Reduced |
| Bank Ozk | 1,765 | $313.3K | 0.11% | 00.0% | Unchanged |
| Headinvest, LLC | 1,766 | $313.5K | 0.06% | +199+12.7% | Added |
| Ewa, LLC | 1,766 | $313.6K | 0.08% | +199+12.7% | Added |
| Central Bank & Trust Co | 1,767 | $313.7K | 0.05% | +58+3.4% | Added |
| Old Point Trust & Financial Services N A | 1,767 | $313.7K | 0.10% | +448+34.0% | Added |
| WealthTrust Axiom LLC | 1,770 | $314.2K | 0.08% | 00.0% | Unchanged |
| Black Swift Group, LLC | 1,773 | $314.8K | 0.05% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,777 | $315.5K | 0.09% | −201−10.2% | Reduced |
| Royal Fund Management, LLC | 1,778 | $315.6K | 0.03% | −33−1.8% | Reduced |
| Holistic Financial Partners | 1,779 | $315.8K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,780 | $316.0K | 0.09% | +1,780 | New |
| Westmount Partners, LLC | 1,782 | $316.4K | 0.08% | +102+6.1% | Added |
| Hidden Cove Wealth Management, LLC | 1,784 | $316.7K | 0.20% | +123+7.4% | Added |
| 49 Wealth Management, LLC | 1,786 | $317.0K | 0.03% | +44+2.5% | Added |
| Riggs Asset Managment Co. Inc. | 1,797 | $319.0K | 0.06% | −6−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,799 | $319.4K | 0.04% | +111+6.6% | Added |
| Reik & Co., LLC | 1,800 | $319.6K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $319.6K | 0.09% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $319.6K | 0.23% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,757 | $319.6K | 0.11% | −36−2.0% | Reduced |
| Athena Investment Management | 1,803 | $320.1K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,804 | $320.2K | 0.07% | −77−4.1% | Reduced |
| DF Dent & Co Inc | 1,805 | $320.4K | 0.00% | −2,528−58.3% | Reduced |
| Westwood Holdings Group Inc. | 1,805 | $320.4K | 0.00% | +152+9.2% | Added |
| XY Planning Network, Inc. | 1,808 | $321.0K | 0.06% | +149+9.0% | Added |
| Tempo Wealth, LLC | 1,811 | $321.6K | 0.06% | +1,811 | New |
| Wallace Advisory Group, LLC | 1,813 | $321.9K | 0.34% | −1,059−36.9% | Reduced |
| Vantus Wealth LLC | 1,816 | $322.4K | 0.24% | +1,816 | New |
| Secure Asset Management, LLC | 1,818 | $322.7K | 0.05% | +130+7.7% | Added |