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 |
|---|---|---|---|---|---|
| Auour Investments LLC | 1,820 | $323.1K | 0.10% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,824 | $323.8K | 0.18% | +1,824 | New |
| Pflug Koory, LLC | 1,824 | $323.8K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,826 | $324.2K | 0.04% | +13+0.7% | Added |
| August Group Capital Ltd | 1,826 | $324.2K | 0.36% | +1,826 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,828 | $324.5K | 0.27% | +1,828 | New |
| Kohmann Bosshard Financial Services, LLC | 1,829 | $324.7K | 0.03% | −140−7.1% | Reduced |
| Opal Capital LLC | 1,786 | $325.6K | 0.08% | +1,786 | New |
| Expressive Wealth LLC | 1,837 | $326.1K | 0.35% | +1,837 | New |
| Wellington-Altus USA Inc. | 1,838 | $326.3K | 0.24% | +1,838 | New |
| Lafayette Investments, Inc. | 1,847 | $327.9K | 0.06% | +1,847 | New |
| Stonebrook Private Inc. | 1,847 | $328.0K | 0.07% | +83+4.7% | Added |
| BKM Wealth Management, LLC | 1,848 | $328.1K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,849 | $328.2K | 0.03% | −1,440−43.8% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $329.5K | 0.11% | 00.0% | Unchanged |
| WP Advisors, LLC | 1,859 | $330.1K | 0.08% | +111+6.4% | Added |
| Tyche Wealth Partners LLC | 1,860 | $330.2K | 0.05% | +1+0.1% | Added |
| Meramec Financial Planners, LLC | 1,837 | $330.6K | 0.13% | +1,837 | New |
| Frederick Financial Consultants, LLC | 1,863 | $330.7K | 0.18% | +12+0.6% | Added |
| J2 Capital Management Inc | 1,869 | $331.8K | 0.24% | −136−6.8% | Reduced |
| Wedge Capital Management L L P | 1,870 | $332.0K | 0.01% | −117−5.9% | Reduced |
| King Wealth | 1,871 | $332.0K | 0.04% | −119−6.0% | Reduced |
| LJI Wealth Management, LLC | 1,871 | $332.2K | 0.05% | +259+16.1% | Added |
| Birch Hill Investment Advisors LLC | 1,871 | $332.2K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,871 | $332.2K | 0.03% | +187+11.1% | Added |
| Tred Avon Family Wealth, LLC | 1,874 | $332.7K | 0.11% | +1,874 | New |
| Osborne Partners Capital Management, LLC | 1,875 | $332.9K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,878 | $333.0K | 0.13% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,877 | $333.2K | 0.04% | +1,877 | New |
| Norway Savings Bank | 1,877 | $333.2K | 0.15% | −19−1.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,877 | $333.3K | 0.01% | +244+14.9% | Added |
| Laffer Tengler Investments | 1,880 | $333.8K | 0.05% | +1,880 | New |
| Balentine LLC | 1,881 | $333.9K | 0.01% | −64−3.3% | Reduced |
| JB Capital LLC | 1,890 | $335.5K | 0.01% | +5+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 1,843 | $336.1K | 0.16% | +3+0.2% | Added |
| Revolve Wealth Partners, LLC | 1,894 | $336.3K | 0.04% | +78+4.3% | Added |
| Gemmer Asset Management LLC | 1,896 | $336.8K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 1,900 | $337.3K | 0.11% | 00.0% | Unchanged |
| Reicon Wealth Advisors, LLC | 1,900 | $337.3K | 0.25% | +1,900 | New |
| Chicago Capital, LLC | 1,907 | $338.6K | 0.01% | +32+1.7% | Added |
| FSM Wealth Advisors, LLC | 1,908 | $338.7K | 0.05% | +106+5.9% | Added |
| Acorn Creek Capital LLC | 1,909 | $339.0K | 0.12% | +30+1.6% | Added |
| Kanawha Capital Management LLC | 1,914 | $339.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,917 | $340.3K | 0.04% | +168+9.6% | Added |
| Wealth Management Associates, Inc. | 1,917 | $340.4K | 0.12% | 00.0% | Unchanged |
| Reflection Asset Management | 1,919 | $340.7K | 0.24% | +1,919 | New |
| Sonoma Allocations LLC | 1,852 | $341.8K | 0.11% | +1,852 | New |
| Neville Rodie & Shaw Inc | 1,926 | $342.0K | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,927 | $342.1K | 0.04% | +215+12.6% | Added |
| Schonfeld Strategic Advisors LLC | 1,936 | $343.7K | 0.00% | +1,936 | New |
| Lifestyle Asset Management, Inc. | 1,942 | $344.8K | 0.11% | +93+5.0% | Added |
| Thrive Capital Management, LLC | 1,946 | $345.5K | 0.08% | +115+6.3% | Added |
| NTV Asset Management LLC | 1,950 | $346.2K | 0.04% | −298−13.3% | Reduced |
| Granite Harbor Advisors, Inc. | 1,954 | $346.9K | 0.15% | −47−2.3% | Reduced |
| Traynor Capital Management, Inc. | 1,961 | $348.0K | 0.02% | +471+31.6% | Added |
| Consilio Wealth Advisors, LLC | 1,962 | $348.3K | 0.10% | +11+0.6% | Added |
| MQS Management LLC | 1,964 | $348.7K | 0.21% | +1,964 | New |
| Silverlake Wealth Management LLC | 1,970 | $349.7K | 0.08% | −123−5.9% | Reduced |
| Stonebridge Financial Group, LLC | 1,974 | $350.4K | 0.30% | +1,974 | New |
| Running Point Capital Advisors, LLC | 1,982 | $351.9K | 0.10% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,982 | $351.9K | 0.15% | +597+43.1% | Added |
| TCFG Wealth Management, LLC | 1,985 | $352.4K | 0.14% | −38−1.9% | Reduced |
| TruWealth Advisors, LLC | 1,985 | $352.4K | 0.02% | 00.0% | Unchanged |
| Capital Square, LLC | 1,986 | $352.6K | 0.18% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,989 | $353.0K | 0.07% | +1,989 | New |
| Koss-Olinger Consulting, LLC | 1,996 | $354.0K | 0.03% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 1,996 | $354.4K | 0.23% | +155+8.4% | Added |
| Prepared Retirement Institute LLC | 1,997 | $354.5K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,000 | $355.1K | 0.19% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $355.1K | 0.22% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 2,000 | $355.1K | 0.40% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,003 | $355.6K | 0.23% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2,016 | $357.9K | 0.24% | +2,016 | New |
| Matthew Goff Investment Advisor, LLC | 2,018 | $358.3K | 0.06% | −324−13.8% | Reduced |
| Cambria Investment Management, L.P. | 2,021 | $358.8K | 0.02% | +246+13.9% | Added |
| Investment Research Partners LLC | 2,023 | $359.1K | 0.15% | +2+0.1% | Added |
| Proficio Capital Partners LLC | 2,024 | $359.2K | 0.03% | −124−5.8% | Reduced |
| Phillips Wealth Planners LLC | 1,960 | $359.3K | 0.29% | +6+0.3% | Added |
| ProVise Management Group, LLC | 2,024 | $359.3K | 0.03% | −26−1.3% | Reduced |
| EntryPoint Capital, LLC | 2,041 | $362.3K | 0.14% | −2,141−51.2% | Reduced |
| Paragon Private Wealth Management, LLC | 2,041 | $362.4K | 0.11% | +306+17.6% | Added |
| Warther Private Wealth, LLC | 2,043 | $362.7K | 0.09% | +43+2.2% | Added |
| Glen Eagle Advisors, LLC | 2,048 | $363.6K | 0.05% | −41−2.0% | Reduced |
| Beaumont Financial Advisors, LLC | 2,050 | $363.9K | 0.02% | −371−15.3% | Reduced |
| Manhattan West Asset Management, LLC | 2,055 | $364.8K | 0.07% | −12−0.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,058 | $365.5K | 0.19% | 00.0% | Unchanged |
| Everett Harris & Co | 2,059 | $365.5K | 0.00% | −75−3.5% | Reduced |
| Cordoba Advisory Partners LLC | 2,060 | $365.7K | 0.09% | +2,060 | New |
| Odyssey Capital Advisors, Inc. | 2,068 | $367.2K | 0.33% | +2,068 | New |
| Keebeck Wealth Management, LLC | 2,073 | $368.0K | 0.04% | +102+5.2% | Added |
| Investment Partners, Ltd. | 2,075 | $368.3K | 0.13% | +3+0.1% | Added |
| First Business Financial Services, Inc. | 2,076 | $368.6K | 0.03% | −8−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,027 | $368.7K | 0.14% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,080 | $369.3K | 0.09% | −359−14.7% | Reduced |
| Asset Advisory Group, Inc. | 2,084 | $370.0K | 0.18% | +2,084 | New |
| North Star Asset Management Inc | 2,087 | $370.5K | 0.01% | −20−0.9% | Reduced |
| Manske Wealth Management | 2,088 | $370.7K | 0.11% | −16−0.8% | Reduced |
| Bangor Savings Bank | 2,094 | $371.7K | 0.03% | −73−3.4% | Reduced |
| Oxford Financial Group Ltd | 2,097 | $372.3K | 0.02% | −1,679−44.5% | Reduced |
| Purkiss Capital Advisors LLC | 2,105 | $373.7K | 0.18% | +15+0.7% | Added |