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 |
|---|---|---|---|---|---|
| bLong Financial, LLC | 8,459 | $1.50M | 1.05% | −100−1.2% | Reduced |
| CenterBook Partners LP | 8,445 | $1.50M | 0.07% | +88+1.1% | Added |
| Integrity Alliance, LLC. | 8,413 | $1.49M | 0.05% | +5,063+151.1% | Added |
| CX Institutional | 8,307 | $1.48M | 0.04% | −46−0.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,301 | $1.47M | 0.15% | −722−8.0% | Reduced |
| Verdad Advisers, LP | 8,300 | $1.47M | 1.69% | +8,300 | New |
| Beverly Hills Private Wealth, LLC | 8,297 | $1.47M | 0.25% | −194−2.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,291 | $1.47M | 0.10% | −462−5.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,284 | $1.47M | 0.33% | +27+0.3% | Added |
| Journey Strategic Wealth LLC | 8,255 | $1.47M | 0.04% | +75+0.9% | Added |
| Sage Rhino Capital LLC | 8,212 | $1.46M | 0.28% | −436−5.0% | Reduced |
| E&G Advisors, LP | 8,171 | $1.45M | 0.32% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,167 | $1.45M | 0.32% | −48−0.6% | Reduced |
| Fisher Funds Management LTD | 8,134 | $1.45M | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8,142 | $1.45M | 0.14% | +884+12.2% | Added |
| CWA Asset Management Group, LLC | 8,104 | $1.44M | 0.05% | +1,111+15.9% | Added |
| Financial Management Professionals, Inc. | 8,099 | $1.44M | 0.15% | +61+0.8% | Added |
| HM Payson & Co | 8,090 | $1.44M | 0.02% | −612−7.0% | Reduced |
| Resonant Capital Advisors, LLC | 8,079 | $1.43M | 0.08% | +135+1.7% | Added |
| Avalon Trust Co | 8,071 | $1.43M | 0.09% | −18−0.2% | Reduced |
| Clarendon Private LLC | 8,034 | $1.43M | 1.21% | −69−0.9% | Reduced |
| Westover Capital Advisors, LLC | 8,030 | $1.43M | 0.26% | +500+6.6% | Added |
| Modera Wealth Management, LLC | 8,021 | $1.42M | 0.02% | +506+6.7% | Added |
| Investors Research Corp | 8,008 | $1.42M | 0.26% | −1,450−15.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 8,006 | $1.42M | 0.19% | +8,006 | New |
| Sather Financial Group Inc | 7,994 | $1.42M | 0.08% | +323+4.2% | Added |
| Mission Wealth Management, LP | 7,991 | $1.42M | 0.03% | +115+1.5% | Added |
| David Loasby | 7,600 | $1.42M | 0.10% | +121+1.6% | Added |
| Western Wealth Management, LLC | 7,984 | $1.42M | 0.07% | +121+1.5% | Added |
| Meiji Yasuda Life Insurance Co | 7,963 | $1.41M | 0.04% | −680−7.9% | Reduced |
| South Plains Financial, Inc. | 7,956 | $1.41M | 0.84% | +556+7.5% | Added |
| CVA Family Office, LLC | 7,950 | $1.41M | 0.16% | +18+0.2% | Added |
| TigerOak Management, L.L.C. | 7,942 | $1.41M | 0.43% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,931 | $1.41M | 0.07% | −91−1.1% | Reduced |
| SG Trading Solutions, LLC | 7,918 | $1.41M | 0.33% | +7,918 | New |
| Tandem Capital Management Corp | 7,916 | $1.41M | 0.64% | +7,916 | New |
| Rothschild Investment LLC | 7,898 | $1.40M | 0.08% | +148+1.9% | Added |
| Longfellow Investment Management Co LLC | 7,885 | $1.40M | 0.32% | 00.0% | Unchanged |
| Lawood & Co | 7,871 | $1.40M | 1.32% | +7,871 | New |
| Eastern Bank | 7,859 | $1.40M | 0.02% | −417−5.0% | Reduced |
| Peoples Financial Services Corp. | 7,825 | $1.39M | 0.65% | −640−7.6% | Reduced |
| Corsair Capital Management, L.P. | 7,815 | $1.39M | 0.23% | +10.0% | Added |
| Private Trust Co NA | 7,814 | $1.39M | 0.12% | +192+2.5% | Added |
| Breakwater Capital Group | 7,801 | $1.38M | 0.19% | −145−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 7,749 | $1.38M | 0.07% | −263−3.3% | Reduced |
| Quantbot Technologies LP | 7,737 | $1.37M | 0.05% | −9,361−54.7% | Reduced |
| Trust Point Inc. | 7,700 | $1.37M | 0.11% | −392−4.8% | Reduced |
| Paladin Wealth, LLC | 7,681 | $1.36M | 0.93% | −712−8.5% | Reduced |
| Cim Investment Mangement Inc | 7,663 | $1.36M | 0.36% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7,660 | $1.36M | 0.46% | −50−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,659 | $1.36M | 0.02% | −480−5.9% | Reduced |
| CFS Investment Advisory Services, LLC | 7,639 | $1.36M | 0.10% | −27−0.4% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.35M | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,630 | $1.35M | 0.23% | −460−5.7% | Reduced |
| Icon Wealth Advisors, LLC | 7,625 | $1.35M | 0.09% | +473+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,621 | $1.35M | 0.07% | −778−9.3% | Reduced |
| Charles Schwab Trust Co | 7,615 | $1.35M | 0.09% | −192−2.5% | Reduced |
| Operose Advisors LLC | 7,607 | $1.35M | 0.31% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7,574 | $1.34M | 0.00% | +1,608+27.0% | Added |
| Carmel Capital Partners, LLC | 7,566 | $1.34M | 0.47% | −14−0.2% | Reduced |
| Sepio Capital, LP | 7,556 | $1.34M | 0.07% | +3,485+85.6% | Added |
| Advisory Alpha, LLC | 7,532 | $1.34M | 0.04% | +920+13.9% | Added |
| Heartland Bank & Trust Co | 7,488 | $1.33M | 0.56% | +7,488 | New |
| Old National Bancorp | 7,476 | $1.33M | 0.02% | −107−1.4% | Reduced |
| Catalyst Financial Partners LLC | 7,438 | $1.32M | 0.15% | −53−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,416 | $1.32M | 0.29% | −600−7.5% | Reduced |
| Grove Bank & Trust | 7,413 | $1.32M | 0.15% | −164−2.2% | Reduced |
| Aprio Wealth Management, LLC | 6,970 | $1.31M | 0.08% | +2,177+45.4% | Added |
| Asset Dedication, LLC | 7,377 | $1.31M | 0.09% | −1,445−16.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.31M | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,364 | $1.31M | 0.06% | +158+2.2% | Added |
| Westco Advisory Services Inc | 7,345 | $1.30M | 0.80% | +7,345 | New |
| Venturi Wealth Management, LLC | 7,325 | $1.30M | 0.06% | −682−8.5% | Reduced |
| Capital International Sarl | 7,243 | $1.29M | 0.02% | −48,457−87.0% | Reduced |
| Bull Street Advisors, LLC | 7,235 | $1.28M | 0.60% | −340−4.5% | Reduced |
| Empower Advisory Group, LLC | 7,226 | $1.28M | 0.00% | +1,652+29.6% | Added |
| Daymark Wealth Partners, LLC | 7,178 | $1.27M | 0.04% | +731+11.3% | Added |
| Capstone Investment Advisors, LLC | 7,101 | $1.26M | 0.01% | +929+15.1% | Added |
| Bluefin Capital Management, LLC | 7,100 | $1.26M | 0.35% | +7,100 | New |
| BOCHK Asset Management Ltd | 7,100 | $1.26M | 0.34% | +7,100 | New |
| Keel Point, LLC | 7,089 | $1.26M | 0.08% | +4+0.1% | Added |
| Pacitti Group Inc. | 7,087 | $1.26M | 0.46% | +120+1.7% | Added |
| Marble Wealth, LLC | 7,081 | $1.26M | 0.17% | +7,081 | New |
| Advyzon Investment Management, LLC | 7,072 | $1.26M | 0.15% | +2,477+53.9% | Added |
| Bank of Jackson Hole Trust | 7,044 | $1.25M | 0.59% | +146+2.1% | Added |
| MidWestOne Financial Group, Inc. | 7,032 | $1.25M | 0.14% | −301−4.1% | Reduced |
| Evansbrook LLC | 7,016 | $1.25M | 0.83% | +7,016 | New |
| Frec Markets, Inc. | 7,013 | $1.25M | 0.36% | +7,013 | New |
| Independent Investors Inc | 6,983 | $1.24M | 0.23% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,970 | $1.24M | 0.06% | +424+6.5% | Added |
| Inscription Capital, LLC | 6,953 | $1.23M | 0.13% | −74−1.1% | Reduced |
| Hills Bank & Trust Co | 6,875 | $1.22M | 0.07% | +333+5.1% | Added |
| Burke & Herbert Bank & Trust Co | 6,855 | $1.22M | 0.34% | +655+10.6% | Added |
| One Capital Management, LLC | 6,852 | $1.22M | 0.04% | +1,481+27.6% | Added |
| Genesee Capital Advisors, LLC | 6,842 | $1.21M | 0.49% | −1,423−17.2% | Reduced |
| RFG Advisory, LLC | 6,814 | $1.21M | 0.02% | +459+7.2% | Added |
| Johnson Investment Counsel Inc | 6,810 | $1.21M | 0.01% | −191−2.7% | Reduced |
| Destination Wealth Management | 6,760 | $1.20M | 0.03% | −278−3.9% | Reduced |
| Soltis Investment Advisors LLC | 6,751 | $1.20M | 0.08% | +1,323+24.4% | Added |
| Pictet & Cie (Europe) SA | 6,745 | $1.20M | 0.02% | −316−4.5% | Reduced |