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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 15,050 | $2.67M | 1.42% | +95+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 15,032 | $2.67M | 0.01% | −45,080−75.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,030 | $2.67M | 0.14% | +280+1.9% | Added |
| Engineers Gate Manager LP | 15,025 | $2.67M | 0.03% | +15,025 | New |
| CFM Wealth Partners LLC | 14,885 | $2.64M | 0.38% | +2,057+16.0% | Added |
| Mystic Asset Management, Inc. | 14,882 | $2.64M | 0.60% | −28−0.2% | Reduced |
| New England Research & Management, Inc. | 14,875 | $2.64M | 1.16% | −400−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14,840 | $2.63M | 0.10% | −162−1.1% | Reduced |
| 1st Source Bank | 14,814 | $2.63M | 0.14% | −1,300−8.1% | Reduced |
| DRW Securities, LLC | 14,720 | $2.61M | 0.20% | −23,691−61.7% | Reduced |
| Interchange Capital Partners, LLC | 14,666 | $2.60M | 0.48% | −29−0.2% | Reduced |
| NVWM, LLC | 14,664 | $2.60M | 0.57% | −751−4.9% | Reduced |
| Evoke Wealth, LLC | 14,624 | $2.60M | 0.05% | −366−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 14,602 | $2.59M | 0.18% | −582−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 14,571 | $2.59M | 0.19% | −405−2.7% | Reduced |
| IPG Investment Advisors LLC | 14,509 | $2.58M | 0.45% | −707−4.6% | Reduced |
| Matrix Trust Co | 14,462 | $2.57M | 0.42% | −632−4.2% | Reduced |
| Avestar Capital, LLC | 14,435 | $2.56M | 0.18% | −473−3.2% | Reduced |
| Northcape Wealth Management, LLC | 14,347 | $2.55M | 0.72% | −300−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 14,332 | $2.54M | 0.03% | −849−5.6% | Reduced |
| Umpqua Bank | 14,270 | $2.53M | 0.70% | −622−4.2% | Reduced |
| Fortis Capital Advisors, LLC | 14,231 | $2.53M | 0.37% | −1,579−10.0% | Reduced |
| Wedmont Private Capital | 13,622 | $2.52M | 0.09% | −616−4.3% | Reduced |
| Diligent Investors, LLC | 14,155 | $2.51M | 0.62% | −65−0.5% | Reduced |
| Quent Capital, LLC | 14,055 | $2.50M | 0.18% | +354+2.6% | Added |
| Twin Capital Management Inc | 14,043 | $2.49M | 0.31% | +3,109+28.4% | Added |
| Financial Engines Advisors L.L.C. | 14,042 | $2.49M | 0.00% | +3,028+27.5% | Added |
| Tocqueville Asset Management L.P. | 14,034 | $2.49M | 0.04% | +144+1.0% | Added |
| Vanguard Capital Wealth Advisors | 13,966 | $2.48M | 1.98% | +405+3.0% | Added |
| Norden Group LLC | 13,963 | $2.48M | 0.24% | +114+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 13,876 | $2.46M | 0.54% | −249−1.8% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,873 | $2.46M | 1.60% | +7,658+123.2% | Added |
| Trust Asset Management LLC | 13,779 | $2.45M | 0.17% | −532−3.7% | Reduced |
| First Citizens Bank & Trust Co | 13,774 | $2.45M | 0.05% | +1,631+13.4% | Added |
| Wellington Shields Capital Management, LLC | 13,767 | $2.44M | 0.36% | −277−2.0% | Reduced |
| Savvy Advisors, Inc. | 13,765 | $2.44M | 0.08% | +3,962+40.4% | Added |
| LS Investment Advisors, LLC | 13,760 | $2.44M | 0.34% | −405−2.9% | Reduced |
| J.W. Cole Advisors, Inc. | 23,603 | $2.44M | 0.06% | +408+1.8% | Added |
| Wakefield Asset Management LLLP | 13,716 | $2.44M | 0.66% | −3,740−21.4% | Reduced |
| Chesapeake Wealth Management | 13,648 | $2.42M | 0.72% | −441−3.1% | Reduced |
| Mutual Advisors, LLC | 13,602 | $2.41M | 0.05% | +370+2.8% | Added |
| Knights of Columbus Asset Advisors LLC | 13,586 | $2.41M | 0.14% | +552+4.2% | Added |
| Aventura Private Wealth, LLC | 13,562 | $2.41M | 0.87% | −21−0.2% | Reduced |
| Systematic Financial Management LP | 13,500 | $2.40M | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 13,497 | $2.40M | 0.02% | +591+4.6% | Added |
| Quadcap Wealth Management, LLC | 13,469 | $2.39M | 0.27% | −270−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,456 | $2.39M | 0.18% | +90+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,456 | $2.39M | 0.19% | +4,184+45.1% | Added |
| Profund Advisors LLC | 13,418 | $2.38M | 0.07% | −3,190−19.2% | Reduced |
| Bridgewater Associates, LP | 13,283 | $2.36M | 0.01% | +13,283 | New |
| Axecap Investments, LLC | 13,268 | $2.36M | 1.45% | +13,268 | New |
| NBT Bank N A | 13,340 | $2.35M | 0.15% | −156−1.2% | Reduced |
| Great Diamond Partners, LLC | 13,233 | $2.35M | 0.45% | −40−0.3% | Reduced |
| Phoenix Holdings Ltd. | 21,282 | $2.34M | 0.03% | +9,478+80.3% | Added |
| Moss Adams Wealth Advisors LLC | 13,172 | $2.34M | 0.17% | −50−0.4% | Reduced |
| Center for Wealth Management Advisory | 13,017 | $2.31M | 1.70% | +13,017 | New |
| Trust Co of Vermont | 12,937 | $2.30M | 0.10% | −1,102−7.8% | Reduced |
| Harfst & Associates, Inc. | 12,913 | $2.29M | 0.41% | −239−1.8% | Reduced |
| Lansing Street Advisors | 12,911 | $2.29M | 0.59% | +162+1.3% | Added |
| Silvercrest Asset Management Group LLC | 12,894 | $2.29M | 0.02% | −585−4.3% | Reduced |
| Westpac Banking Corp | 12,860 | $2.28M | 0.14% | −114−0.9% | Reduced |
| Greenwich Wealth Management LLC | 12,859 | $2.28M | 0.10% | +145+1.1% | Added |
| Diversify Advisory Services, LLC | 12,036 | $2.28M | 0.07% | −1,842−13.3% | Reduced |
| Radnor Capital Management, LLC | 12,699 | $2.25M | 0.33% | 00.0% | Unchanged |
| M&G Plc | 12,635 | $2.25M | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,668 | $2.25M | 0.06% | +12,668 | New |
| Convergence Investment Partners, LLC | 12,568 | $2.23M | 0.44% | −394−3.0% | Reduced |
| Tounjian Advisory Partners, LLC | 12,560 | $2.23M | 0.76% | +12,560 | New |
| Trustmark National Bank Trust Department | 12,479 | $2.22M | 0.14% | −54−0.4% | Reduced |
| Garner Asset Management Corp | 12,408 | $2.20M | 0.85% | −795−6.0% | Reduced |
| Chatham Capital Group, Inc. | 12,341 | $2.19M | 0.31% | −215−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,254 | $2.17M | 0.49% | +12,254 | New |
| Excalibur Management Corp | 12,191 | $2.16M | 0.78% | −161−1.3% | Reduced |
| Verdence Capital Advisors LLC | 12,104 | $2.15M | 0.13% | −10.0% | Reduced |
| Kesler, Norman & Wride, LLC | 12,041 | $2.14M | 0.37% | +5,534+85.0% | Added |
| Prudent Man Advisors, LLC | 11,982 | $2.13M | 0.77% | −98−0.8% | Reduced |
| Advisors Capital Management, LLC | 11,950 | $2.12M | 0.02% | +430+3.7% | Added |
| BCS Private Wealth Management, Inc. | 11,947 | $2.12M | 0.72% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,913 | $2.11M | 0.33% | +11,913 | New |
| Parsons Capital Management Inc | 11,911 | $2.11M | 0.12% | +215+1.8% | Added |
| Viewpoint Capital Management LLC | 11,894 | $2.11M | 0.91% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,886 | $2.11M | 0.08% | +4,745+66.4% | Added |
| Courier Capital LLC | 11,886 | $2.11M | 0.12% | −2,486−17.3% | Reduced |
| Principle Wealth Partners LLC | 11,837 | $2.10M | 0.12% | +237+2.0% | Added |
| Berkshire Asset Management LLC | 11,802 | $2.10M | 0.09% | +318+2.8% | Added |
| AlphaCore Capital LLC | 11,797 | $2.09M | 0.05% | +2,550+27.6% | Added |
| Long Run Wealth Advisors, LLC | 11,597 | $2.06M | 0.39% | +428+3.8% | Added |
| Larson Financial Group LLC | 11,595 | $2.06M | 0.07% | −64−0.5% | Reduced |
| Advisors Preferred, LLC | 11,300 | $2.06M | 0.34% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 11,574 | $2.05M | 0.16% | +66+0.6% | Added |
| Allen Investment Management LLC | 11,559 | $2.05M | 0.02% | +7,615+193.1% | Added |
| North Dallas Bank & Trust Co | 11,528 | $2.05M | 1.33% | +11,528 | New |
| Adviser Investments LLC | 11,501 | $2.04M | 0.02% | +1,596+16.1% | Added |
| Kingswood Wealth Advisors, LLC | 11,420 | $2.03M | 0.10% | +4,398+62.6% | Added |
| Ar Asset Management Inc | 11,400 | $2.02M | 0.41% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 11,400 | $2.02M | 0.52% | −1,200−9.5% | Reduced |
| Avidian Wealth Solutions, LLC | 11,342 | $2.01M | 0.07% | −88−0.8% | Reduced |
| TLWM | 11,341 | $2.01M | 0.37% | −3,205−22.0% | Reduced |
| Chemung Canal Trust Co | 11,324 | $2.01M | 0.40% | −36−0.3% | Reduced |
| Independence Bank of Kentucky | 11,306 | $2.01M | 0.25% | −21−0.2% | Reduced |