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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 11,305 | $2.01M | 0.20% | +11,305 | New |
| Wilkins Investment Counsel Inc | 11,299 | $2.01M | 0.29% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,298 | $2.01M | 0.32% | −891−7.3% | Reduced |
| Community Bank, N.A. | 11,226 | $1.99M | 0.24% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 11,207 | $1.99M | 0.21% | +1,096+10.8% | Added |
| Cigna Investments Inc | 11,191 | $1.99M | 0.29% | −153−1.3% | Reduced |
| Cape Ann Savings Bank | 11,160 | $1.98M | 1.02% | +120+1.1% | Added |
| Moment Partners, LLC | 11,160 | $1.98M | 0.41% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 11,053 | $1.96M | 0.12% | +11,053 | New |
| Independent Financial Group, LLC | 11,020 | $1.96M | 0.04% | −931−7.8% | Reduced |
| Washington Trust Co | 10,990 | $1.95M | 0.06% | −185−1.7% | Reduced |
| Delta Asset Management LLC | 10,987 | $1.95M | 0.17% | −55−0.5% | Reduced |
| Premier Path Wealth Partners, LLC | 10,861 | $1.93M | 0.25% | +771+7.6% | Added |
| Sagewood Asset Management LP | 10,765 | $1.91M | 0.68% | +10,765 | New |
| Nations Financial Group Inc, | 10,721 | $1.90M | 0.10% | +4,976+86.6% | Added |
| IFP Advisors, Inc | 10,692 | $1.90M | 0.04% | +604+6.0% | Added |
| Nilsine Partners, LLC | 10,683 | $1.90M | 0.16% | +492+4.8% | Added |
| Mork Capital Management, LLC | 10,670 | $1.89M | 1.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,669 | $1.89M | 0.01% | −661−5.8% | Reduced |
| Ci Investments Inc. | 10,643 | $1.89M | 0.01% | −23,974−69.3% | Reduced |
| Parcion Private Wealth LLC | 10,613 | $1.88M | 0.11% | +42+0.4% | Added |
| Foster & Motley Inc | 10,591 | $1.88M | 0.10% | −968−8.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,578 | $1.88M | 0.74% | +1,419+15.5% | Added |
| Zions Bancorporation, National Association | 10,566 | $1.88M | 0.09% | +716+7.3% | Added |
| Zullo Investment Group, Inc. | 10,564 | $1.88M | 0.69% | −173−1.6% | Reduced |
| Abacus Wealth Partners, LLC | 10,543 | $1.87M | 0.18% | +10,543 | New |
| SBI Securities Co., Ltd. | 10,494 | $1.86M | 0.05% | +570+5.7% | Added |
| Hartford Funds Management Co LLC | 10,481 | $1.86M | 0.15% | −493−4.5% | Reduced |
| Gallagher Capital Advisors, LLC | 10,098 | $1.84M | 1.19% | +61+0.6% | Added |
| T. Rowe Price Investment Management, Inc. | 10,292 | $1.83M | 0.00% | +1,499+17.0% | Added |
| Morse Asset Management, Inc | 10,283 | $1.83M | 0.36% | +52+0.5% | Added |
| Portside Wealth Group, LLC | 10,210 | $1.81M | 0.25% | +683+7.2% | Added |
| Lee Financial Co | 10,172 | $1.81M | 0.24% | −1,620−13.7% | Reduced |
| Chicago Partners Investment Group LLC | 10,057 | $1.80M | 0.04% | +454+4.7% | Added |
| First Citizens Financial Corp | 10,132 | $1.80M | 0.89% | +148+1.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,987 | $1.80M | 0.26% | +9+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 10,050 | $1.78M | 0.68% | +1,113+12.5% | Added |
| Jamison Private Wealth Management, Inc. | 10,048 | $1.78M | 0.22% | +148+1.5% | Added |
| Armis Advisers, LLC | 10,988 | $1.77M | 0.20% | +27+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 9,949 | $1.77M | 0.03% | +96+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 9,943 | $1.77M | 0.09% | −382−3.7% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.76M | 0.16% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 9,894 | $1.76M | 0.16% | +712+7.8% | Added |
| 111 Capital | 9,823 | $1.74M | 0.38% | +6,230+173.4% | Added |
| Congress Asset Management Co | 9,821 | $1.74M | 0.01% | −618−5.9% | Reduced |
| Galaxy Digital Capital Management GP LLC | 9,778 | $1.74M | 2.18% | −5,427−35.7% | Reduced |
| Sapient Capital LLC | 9,676 | $1.73M | 0.02% | +6,606+215.2% | Added |
| Mesirow Financial Investment Management, Inc. | 9,726 | $1.73M | 0.04% | −480−4.7% | Reduced |
| Chung Wu Investment Group, LLC | 9,705 | $1.72M | 1.41% | +45+0.5% | Added |
| NorthRock Partners, LLC | 9,704 | $1.72M | 0.03% | −14,973−60.7% | Reduced |
| Affinity Investment Advisors, LLC | 9,694 | $1.72M | 1.14% | +3,650+60.4% | Added |
| Gsa Capital Partners LLP | 9,628 | $1.71M | 0.15% | +7,190+294.9% | Added |
| Wedbush Securities Inc | 9,577 | $1.70M | 0.05% | +294+3.2% | Added |
| Integrated Quantitative Investments LLC | 9,548 | $1.70M | 0.36% | +9,548 | New |
| VestGen Advisors, LLC | 9,526 | $1.69M | 0.07% | −1,664−14.9% | Reduced |
| KPP Advisory Services LLC | 9,493 | $1.69M | 0.24% | +44+0.5% | Added |
| Evelyn Partners Investment Management LLP | 9,465 | $1.68M | 0.05% | −800−7.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,455 | $1.68M | 0.05% | +458+5.1% | Added |
| W Advisors, LLC | 9,403 | $1.67M | 0.84% | −43−0.5% | Reduced |
| TRUE Private Wealth Advisors | 9,393 | $1.67M | 0.17% | −95−1.0% | Reduced |
| Hancock Whitney Corp | 9,389 | $1.67M | 0.03% | −17−0.2% | Reduced |
| 71 West Capital Partners | 9,387 | $1.67M | 0.08% | +9,387 | New |
| Mosley Wealth Management | 10,637 | $1.66M | 0.76% | +10,637 | New |
| TownSquare Capital, LLC | 9,295 | $1.65M | 0.37% | −4,678−33.5% | Reduced |
| Silver Oak Securities, Inc | 9,087 | $1.63M | 0.11% | −127−1.4% | Reduced |
| Busey Wealth Management | 9,165 | $1.63M | 0.04% | −148−1.6% | Reduced |
| Howard Capital Management Inc. | 9,163 | $1.63M | 0.02% | +49+0.5% | Added |
| Teucrium Investment Advisors, LLC | 9,144 | $1.62M | 1.78% | +9,144 | New |
| Strait & Sound Wealth Management LLC | 9,141 | $1.62M | 0.60% | +249+2.8% | Added |
| KLCM Advisors, Inc. | 9,107 | $1.62M | 0.14% | −1,188−11.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,106 | $1.62M | 0.65% | +75+0.8% | Added |
| Portfolio Design Labs, LLC | 9,069 | $1.61M | 0.27% | +180+2.0% | Added |
| Delphi Management Inc | 8,980 | $1.59M | 1.55% | −981−9.8% | Reduced |
| Wiregrass Investment Management LLC | 8,933 | $1.59M | 1.33% | +8,933 | New |
| LGT Group Foundation | 8,847 | $1.58M | 0.02% | −56,991−86.6% | Reduced |
| IHT Wealth Management, LLC | 8,875 | $1.58M | 0.04% | +1,430+19.2% | Added |
| NCM Capital Management, LLC | 8,877 | $1.58M | 0.58% | −232−2.5% | Reduced |
| Legacy Bridge, LLC | 8,867 | $1.57M | 0.64% | −51−0.6% | Reduced |
| Triangle Securities Wealth Management | 8,856 | $1.57M | 0.33% | −243−2.7% | Reduced |
| Pennsylvania Capital Management Inc | 8,817 | $1.57M | 0.43% | −504−5.4% | Reduced |
| Bryn Mawr Trust Co | 8,814 | $1.56M | 0.04% | −103−1.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $1.56M | 0.02% | −18,000−67.2% | Reduced |
| Spire Wealth Management | 8,786 | $1.56M | 0.05% | +400+4.8% | Added |
| AXA S.A. | 8,771 | $1.56M | 0.74% | −1,511−14.7% | Reduced |
| Verity & Verity, LLC | 8,759 | $1.55M | 0.12% | +1,139+14.9% | Added |
| Axq Capital, LP | 8,742 | $1.55M | 0.35% | +8,742 | New |
| Fort Point Capital Partners LLC | 8,105 | $1.55M | 0.19% | +208+2.6% | Added |
| Regal Investment Advisors LLC | 8,717 | $1.55M | 0.09% | −348−3.8% | Reduced |
| Buckley Wealth Management, LLC | 8,678 | $1.54M | 0.41% | −25−0.3% | Reduced |
| First Horizon Corp | 8,625 | $1.53M | 0.07% | +786+10.0% | Added |
| BluePath Capital Management, LLC | 8,616 | $1.53M | 1.03% | +564+7.0% | Added |
| FourThought Financial Partners, LLC | 8,589 | $1.52M | 0.13% | +156+1.8% | Added |
| Dempze Nancy E | 8,583 | $1.52M | 0.79% | +583+7.3% | Added |
| Northwest & Ethical Investments L.P. | 8,506 | $1.52M | 0.03% | −394−4.4% | Reduced |
| Kathmere Capital Management, LLC | 8,580 | $1.52M | 0.10% | +1,450+20.3% | Added |
| Bank of Stockton | 8,573 | $1.52M | 0.44% | +880+11.4% | Added |
| Bridgefront Capital, LLC | 8,559 | $1.52M | 0.38% | +8,559 | New |
| New Vernon Investment Management LLC | 8,550 | $1.52M | 1.48% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 8,502 | $1.51M | 0.19% | +5,733+207.0% | Added |
| Goldstone Financial Group, LLC | 8,468 | $1.50M | 0.17% | +1,475+21.1% | Added |