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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 2,487 | $441.4K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 2,492 | $442.4K | 0.02% | +286+13.0% | Added |
| Guardian Wealth Advisors, LLC | 2,493 | $442.6K | 0.03% | −13−0.5% | Reduced |
| Flaharty Asset Management, LLC | 2,508 | $445.2K | 0.06% | +500+24.9% | Added |
| Claris Financial LLC | 2,513 | $446.2K | 0.24% | +9+0.4% | Added |
| Cardinal Point Capital Management, ULC | 2,521 | $447.5K | 0.03% | +9+0.4% | Added |
| Flynn Zito Capital Management, LLC | 2,526 | $448.5K | 0.16% | 00.0% | Unchanged |
| Motco | 2,529 | $449.0K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,534 | $449.8K | 0.07% | +28+1.1% | Added |
| Miller Capital Partners, Inc. | 2,534 | $449.9K | 0.23% | +2,534 | New |
| WESPAC Advisors SoCal, LLC | 2,535 | $450.0K | 0.09% | +2,535 | New |
| Orrstown Financial Services Inc | 2,538 | $450.6K | 0.08% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,539 | $450.7K | 0.03% | +1,209+90.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $451.3K | 0.10% | −262−9.3% | Reduced |
| Michael B. Yongue | 2,543 | $451.5K | 0.31% | −5−0.2% | Reduced |
| Werba Rubin Papier Wealth Management | 2,544 | $451.6K | 0.12% | +423+19.9% | Added |
| Fiduciary Group LLC | 2,545 | $451.8K | 0.04% | −60−2.3% | Reduced |
| Camden National Bank | 2,547 | $452.2K | 0.06% | −59−2.3% | Reduced |
| New Wave Wealth Advisors LLC | 2,547 | $452.2K | 0.17% | +23+0.9% | Added |
| Facet Wealth, Inc. | 2,480 | $452.2K | 0.01% | +832+50.5% | Added |
| Cornerstone Advisory, LLC | 2,550 | $452.7K | 0.04% | +72+2.9% | Added |
| Integrated Investment Consultants, LLC | 2,558 | $454.1K | 0.09% | −1,440−36.0% | Reduced |
| XML Financial, LLC | 2,573 | $456.8K | 0.04% | +1,083+72.7% | Added |
| BLB&B Advisors, LLC | 2,577 | $457.5K | 0.02% | +7+0.3% | Added |
| Clear Creek Financial Management, LLC | 2,582 | $458.4K | 0.04% | −34−1.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,583 | $458.6K | 0.18% | −190−6.9% | Reduced |
| Valley National Advisers Inc | 2,592 | $459.0K | 0.06% | +102+4.1% | Added |
| Cove Private Wealth, LLC | 2,606 | $462.6K | 0.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,610 | $463.4K | 0.03% | −1,090−29.5% | Reduced |
| Amplius Wealth Advisors, LLC | 2,618 | $464.8K | 0.04% | −65−2.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,637 | $468.1K | 0.14% | +128+5.1% | Added |
| Capital Performance Advisors LLP | 2,651 | $470.5K | 0.03% | +355+15.5% | Added |
| Rockingstone Advisors LLC | 2,655 | $471.3K | 0.21% | −25−0.9% | Reduced |
| Maxele Advisors, LLC | 2,655 | $471.3K | 0.38% | +410+18.3% | Added |
| Naviter Wealth, LLC | 2,674 | $474.7K | 0.06% | −704−20.8% | Reduced |
| Burling Wealth Partners, LLC | 2,674 | $474.7K | 0.07% | +189+7.6% | Added |
| Ellsworth Advisors, LLC | 2,491 | $476.4K | 0.09% | −173−6.5% | Reduced |
| Winthrop Advisory Group LLC | 2,677 | $476.5K | 0.04% | +164+6.5% | Added |
| Aft, Forsyth & Company, Inc. | 2,685 | $476.7K | 0.21% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,710 | $481.1K | 0.12% | +176+6.9% | Added |
| Broadleaf Partners, LLC | 2,719 | $482.7K | 0.10% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 2,724 | $483.7K | 0.07% | +2,724 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,728 | $484.3K | 0.09% | +254+10.3% | Added |
| Paradigm Financial Partners, LLC | 2,728 | $484.3K | 0.05% | −90−3.2% | Reduced |
| Charter Capital Management, LLC | 2,735 | $485.5K | 0.25% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,742 | $486.8K | 0.04% | +49+1.8% | Added |
| Legacy Advisors, LLC | 2,746 | $487.5K | 0.05% | +562+25.7% | Added |
| Severin Investments, LLC | 2,753 | $488.7K | 0.43% | −237−7.9% | Reduced |
| JGP Wealth Management, LLC | 2,758 | $489.6K | 0.05% | +224+8.8% | Added |
| Fiduciary Family Office, LLC | 2,762 | $490.3K | 0.14% | −51−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,762 | $490.3K | 0.31% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,764 | $490.7K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,768 | $491.4K | 0.05% | +623+29.0% | Added |
| Austin Private Wealth, LLC | 2,770 | $491.8K | 0.04% | −97−3.4% | Reduced |
| American Trust | 2,770 | $491.8K | 0.04% | +100+3.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $492.4K | 0.11% | 00.0% | Unchanged |
| SLT Holdings LLC | 2,776 | $492.8K | 0.33% | 00.0% | Unchanged |
| Safe Harbor Wealth Advisors, LLC | 2,933 | $492.9K | 0.48% | +2,933 | New |
| City State Bank | 2,782 | $493.9K | 0.14% | −96−3.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,784 | $494.3K | 0.06% | −556−16.6% | Reduced |
| Cynosure Management, LLC | 2,789 | $495.1K | 0.05% | +2,789 | New |
| Ashford Capital Management Inc | 2,790 | $495.3K | 0.06% | +120+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,790 | $495.3K | 0.12% | +1,355+94.4% | Added |
| Fairscale Capital, LLC | 2,791 | $495.5K | 0.33% | −13−0.5% | Reduced |
| Aspen Wealth Strategies, LLC | 2,798 | $496.7K | 0.27% | −20−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $497.8K | 0.05% | 00.0% | Unchanged |
| Cercano Management LLC | 2,812 | $499.2K | 0.02% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 2,822 | $501.0K | 0.12% | +22+0.8% | Added |
| Spartan Planning & Wealth Management | 2,822 | $501.0K | 0.37% | +79+2.9% | Added |
| Pine Valley Investments Ltd Liability Co | 2,825 | $501.5K | 0.02% | −19−0.7% | Reduced |
| Enterprise Financial Services Corp | 2,829 | $502.2K | 0.25% | +149+5.6% | Added |
| River Wealth Advisors LLC | 2,837 | $503.7K | 0.06% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 2,841 | $504.3K | 0.13% | +2,841 | New |
| Bank of Nova Scotia Trust Co | 2,844 | $504.9K | 0.04% | −986−25.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,773 | $505.0K | 0.11% | +2,773 | New |
| Voya Financial Advisors, Inc. | 2,809 | $505.5K | 0.05% | +290+11.5% | Added |
| Grimes & Company, Inc. | 2,875 | $510.3K | 0.01% | +104+3.8% | Added |
| Plancorp, LLC | 2,881 | $511.5K | 0.02% | +23+0.8% | Added |
| Intesa Sanpaolo S.p.A. | 2,859 | $512.0K | 0.03% | +2,859 | New |
| Tiemann Investment Advisors, LLC | 2,894 | $513.8K | 0.20% | −587−16.9% | Reduced |
| Tanager Wealth Management LLP | 2,900 | $514.8K | 0.05% | +121+4.4% | Added |
| Castle Wealth Management LLC | 2,911 | $516.8K | 0.17% | −103−3.4% | Reduced |
| First County Bank | 2,918 | $518.0K | 0.28% | −358−10.9% | Reduced |
| Sivia Capital Partners, LLC | 2,921 | $518.6K | 0.11% | +283+10.7% | Added |
| Oakworth Capital, Inc. | 2,923 | $518.9K | 0.03% | +236+8.8% | Added |
| American State Bank (Iowa) | 2,933 | $520.7K | 0.25% | +11+0.4% | Added |
| Elyxium Wealth, LLC | 2,934 | $520.9K | 0.14% | +120+4.3% | Added |
| JM2 Capital Inc. | 2,943 | $522.5K | 0.42% | +2,943 | New |
| O'Rourke & Company, Inc | 2,944 | $522.6K | 0.20% | +7+0.2% | Added |
| Golden State Wealth Management, LLC | 2,945 | $522.9K | 0.06% | +8+0.3% | Added |
| Five Oceans Advisors | 2,946 | $523.0K | 0.18% | +12+0.4% | Added |
| USA Financial Portformulas Corp | 2,956 | $524.8K | 0.10% | −841−22.1% | Reduced |
| Founders Financial Alliance, LLC | 2,961 | $525.7K | 0.10% | +12+0.4% | Added |
| Legacy Solutions, LLC | 2,963 | $526.1K | 0.46% | −22−0.7% | Reduced |
| Blue Fin Capital, Inc. | 2,965 | $526.4K | 0.08% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $532.6K | 0.11% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 3,000 | $532.6K | 0.40% | +3,000 | New |
| Fell Capital Management | 3,010 | $534.4K | 0.52% | +3,010 | New |
| Partners Wealth Management, LLC | 3,011 | $534.5K | 0.56% | −10−0.3% | Reduced |
| One Wealth Advisors, LLC | 3,013 | $534.8K | 0.07% | 00.0% | Unchanged |