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 |
|---|---|---|---|---|---|
| Family Management Corp | 2,105 | $373.7K | 0.05% | +155+7.9% | Added |
| Beacon Financial Advisory LLC | 2,108 | $374.2K | 0.09% | −35−1.6% | Reduced |
| Sunpointe, LLC | 2,108 | $374.2K | 0.12% | +238+12.7% | Added |
| Wealth Alliance | 2,108 | $374.3K | 0.04% | −182−7.9% | Reduced |
| Tepp RIA, LLC | 2,109 | $374.4K | 0.37% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 2,114 | $375.3K | 0.08% | +2,114 | New |
| PCB Capital LLC | 2,120 | $376.3K | 0.60% | +2,120 | New |
| CDM Financial Counseling Services, Inc. | 2,120 | $376.4K | 0.35% | +2,120 | New |
| McAdam, LLC | 2,122 | $376.7K | 0.02% | +196+10.2% | Added |
| Private Advisory Group LLC | 2,126 | $377.4K | 0.03% | +785+58.5% | Added |
| Canvas Wealth Advisors, LLC | 2,128 | $377.8K | 0.06% | −37−1.7% | Reduced |
| RB Capital Management, LLC | 2,129 | $377.9K | 0.08% | +131+6.6% | Added |
| Palisade Capital Management LLC | 2,141 | $380.1K | 0.01% | +2,141 | New |
| Brucke Financial, Inc. | 2,144 | $380.6K | 0.21% | +49+2.3% | Added |
| Florida Financial Advisors, LLC | 2,168 | $380.8K | 0.10% | +329+17.9% | Added |
| RKL Wealth Management LLC | 2,149 | $381.5K | 0.03% | +206+10.6% | Added |
| Argus Investors' Counsel, Inc. | 2,150 | $381.7K | 0.30% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,153 | $382.0K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,153 | $382.3K | 0.26% | +7+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,158 | $383.1K | 0.13% | +1,791+488.0% | Added |
| Smithbridge Asset Management Inc | 2,160 | $383.5K | 0.03% | +2,160 | New |
| Mosaic Financial Group, LLC | 2,167 | $385.0K | 0.26% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,171 | $385.4K | 0.11% | +2,171 | New |
| Sunflower Bank, N.A. | 2,175 | $386.1K | 0.10% | +14+0.6% | Added |
| Red Reef Advisors LLC | 2,175 | $386.1K | 0.39% | +2,175 | New |
| Reston Wealth Management LLC | 2,179 | $386.9K | 0.12% | +428+24.4% | Added |
| BancorpSouth Bank | 2,184 | $387.7K | 0.02% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 2,185 | $387.9K | 0.08% | −19−0.9% | Reduced |
| Riverwater Partners LLC | 2,188 | $388.4K | 0.15% | −30−1.4% | Reduced |
| COFG Advisors, LLC | 2,193 | $389.3K | 0.10% | +2,193 | New |
| Blue Bell Private Wealth Management, LLC | 2,197 | $390.0K | 0.06% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,197 | $390.0K | 0.12% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,198 | $390.2K | 0.05% | +228+11.6% | Added |
| Groesbeck Investment Management Corp | 2,200 | $391.0K | 0.74% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,203 | $391.0K | 0.11% | +89+4.2% | Added |
| Eagle Strategies LLC | 2,206 | $391.6K | 0.05% | +10+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,206 | $391.6K | 0.06% | +3+0.1% | Added |
| CWS Financial Advisors, LLC | 2,207 | $391.9K | 0.11% | +25+1.1% | Added |
| Lewis Asset Management, LLC | 2,208 | $391.9K | 0.16% | +275+14.2% | Added |
| New Covenant Trust Company, N.A. | 2,156 | $392.2K | 0.35% | +28+1.3% | Added |
| OneAscent Family Office, LLC | 2,210 | $392.3K | 0.27% | +259+13.3% | Added |
| Wilkinson Global Asset Management LLC | 2,219 | $393.9K | 0.03% | −5−0.2% | Reduced |
| Sig Brokerage, LP | 2,220 | $394.1K | 0.13% | +805+56.9% | Added |
| True Link Financial Advisors, LLC | 2,234 | $396.6K | 0.02% | −78−3.4% | Reduced |
| Crewe Advisors LLC | 2,237 | $397.1K | 0.04% | +31+1.4% | Added |
| Luts & Greenleigh Group, Inc | 2,245 | $398.5K | 0.34% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,249 | $399.3K | 0.16% | +30+1.4% | Added |
| Silver Coast Investments LLC | 2,253 | $400.0K | 0.14% | −211−8.6% | Reduced |
| Novem Group | 2,256 | $400.5K | 0.05% | −132−5.5% | Reduced |
| Kaizen Financial Strategies | 2,271 | $403.2K | 0.18% | +13+0.6% | Added |
| Old North State Trust, LLC | 2,274 | $404.0K | 0.24% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,278 | $404.4K | 0.02% | −305−11.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,280 | $404.8K | 0.04% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,280 | $404.8K | 0.09% | +2,280 | New |
| Kera Capital Partners, Inc. | 2,220 | $405.8K | 0.05% | +961+76.3% | Added |
| Harold Davidson & Associates Inc. | 2,290 | $406.5K | 0.18% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,291 | $406.7K | 0.14% | −290−11.2% | Reduced |
| Leo Wealth, LLC | 2,298 | $408.0K | 0.03% | +231+11.2% | Added |
| Catalyst Funds Management Pty Ltd | 2,300 | $408.3K | 0.09% | −13,100−85.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $408.3K | 0.17% | −2,300−100.0% | Reduced |
| EJMK Ventures LLC | 2,304 | $409.0K | 0.25% | +2,304 | New |
| Measured Wealth Private Client Group, LLC | 2,307 | $409.6K | 0.11% | −350−13.2% | Reduced |
| Alteri Wealth LLC | 2,309 | $409.9K | 0.13% | +7+0.3% | Added |
| Bouchey Financial Group Ltd | 2,312 | $410.4K | 0.03% | +44+1.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,313 | $410.6K | 0.02% | +2,313 | New |
| Greenspring Advisors, LLC | 2,320 | $411.8K | 0.03% | +2,320 | New |
| Hurlow Wealth Management Group, Inc. | 2,323 | $412.4K | 0.10% | −270−10.4% | Reduced |
| Prosperity Bancshares Inc | 2,328 | $413.3K | 0.37% | +2,328 | New |
| Primoris Wealth Advisors, LLC | 2,335 | $414.5K | 0.25% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 2,339 | $415.2K | 0.27% | −224−8.7% | Reduced |
| Van Strum & Towne Inc. | 2,340 | $415.4K | 0.12% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2,341 | $415.6K | 0.30% | +136+6.2% | Added |
| Darden Wealth Group Inc | 2,350 | $417.2K | 0.20% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,352 | $417.6K | 0.01% | −126−5.1% | Reduced |
| Tripletail Wealth Management, LLC | 2,357 | $418.4K | 0.53% | −11−0.5% | Reduced |
| Veracity Capital LLC | 2,366 | $420.0K | 0.12% | −30−1.3% | Reduced |
| Amussen Hunsaker Associates LLC | 2,367 | $420.2K | 0.04% | +16+0.7% | Added |
| Welch Group, LLC | 2,371 | $420.9K | 0.02% | +91+4.0% | Added |
| CPA Asset Management LLC | 2,371 | $420.9K | 0.15% | +2,371 | New |
| Jacobsen Capital Management | 2,372 | $421.1K | 0.14% | −60−2.5% | Reduced |
| CM Wealth Advisors LLC | 2,373 | $421.3K | 0.10% | +607+34.4% | Added |
| Goldstream Capital Management Ltd | 2,377 | $422.0K | 0.17% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,387 | $423.8K | 0.08% | −212−8.2% | Reduced |
| Hantz Financial Services, Inc. | 2,387 | $424.0K | 0.01% | +518+27.7% | Added |
| Ponta Wealth Partners, LLC | 2,395 | $425.2K | 0.40% | +2,395 | New |
| O'Neil Global Advisors, Inc. | 2,400 | $426.1K | 0.15% | +2,400 | New |
| Firestone Capital Management | 2,404 | $426.8K | 0.09% | +4+0.2% | Added |
| Northern Financial Advisors Inc | 2,409 | $427.7K | 0.49% | −2,942−55.0% | Reduced |
| Steinberganna Wealth Management | 2,427 | $430.9K | 0.20% | −573−19.1% | Reduced |
| Pines Wealth Management, LLC | 2,428 | $431.0K | 0.14% | −227−8.5% | Reduced |
| Fragasso Group Inc. | 2,434 | $432.2K | 0.03% | +64+2.7% | Added |
| Associated Banc-Corp | 2,447 | $434.4K | 0.01% | −38−1.5% | Reduced |
| Ariadne Wealth Management, LP | 2,593 | $435.8K | 0.18% | +245+10.4% | Added |
| Foster Group, Inc. | 2,459 | $436.6K | 0.01% | +25+1.0% | Added |
| Endeavor Private Wealth, Inc. | 2,461 | $437.0K | 0.13% | +2,461 | New |
| Horizon Wealth Management, LLC | 2,462 | $437.0K | 0.07% | +3+0.1% | Added |
| Victory Financial Group, LLC | 2,465 | $437.6K | 0.06% | +214+9.5% | Added |
| Doheny Asset Management | 2,473 | $439.0K | 0.27% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,461 | $440.7K | 0.03% | −867−26.1% | Reduced |
| QTR Family Wealth, LLC | 2,479 | $440.9K | 0.19% | +311+14.3% | Added |