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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 6,735 | $1.20M | 0.29% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $1.19M | 0.23% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 6,710 | $1.19M | 0.26% | −169−2.5% | Reduced |
| Mindset Wealth Management, LLC | 6,700 | $1.19M | 0.31% | +118+1.8% | Added |
| Zhang Financial LLC | 6,689 | $1.19M | 0.04% | +38+0.6% | Added |
| OV Management LLC | 6,686 | $1.19M | 1.03% | −1,900−22.1% | Reduced |
| Mechanics Financial Corp | 6,676 | $1.19M | 0.44% | +80+1.2% | Added |
| Terry L. Blaker | 6,662 | $1.18M | 0.04% | −1,525−18.6% | Reduced |
| PDS Planning, Inc | 6,661 | $1.18M | 0.08% | +113+1.7% | Added |
| Harbor Advisors LLC | 6,608 | $1.17M | 0.18% | 00.0% | Unchanged |
| Bamco Inc | 6,600 | $1.17M | 0.00% | +6,600 | New |
| Boothbay Fund Management, LLC | 6,585 | $1.17M | 0.03% | +5,074+335.8% | Added |
| iA Global Asset Management Inc. | 6,585 | $1.17M | 0.01% | +5,175+367.0% | Added |
| Klingman & Associates, LLC | 6,563 | $1.17M | 0.06% | +84+1.3% | Added |
| Buckingham Strategic Partners | 6,556 | $1.16M | 0.01% | +938+16.7% | Added |
| Bridgewater Advisors Inc. | 6,332 | $1.16M | 0.08% | +54+0.9% | Added |
| RMR Wealth Builders | 6,502 | $1.15M | 0.09% | +128+2.0% | Added |
| Robotti Robert | 6,500 | $1.15M | 0.21% | −215−3.2% | Reduced |
| Essex Financial Services, Inc. | 6,481 | $1.15M | 0.07% | +420+6.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.15M | 0.07% | −219−3.3% | Reduced |
| Angeles Wealth Management, LLC | 6,468 | $1.15M | 0.06% | +625+10.7% | Added |
| Alliance Private Wealth, LLC | 6,274 | $1.15M | 0.40% | +6,274 | New |
| Hamilton Capital, LLC | 6,445 | $1.14M | 0.06% | +6,445 | New |
| Ausdal Financial Partners, Inc. | 6,428 | $1.14M | 0.05% | −551−7.9% | Reduced |
| Jmac Enterprises LLC | 6,400 | $1.14M | 0.22% | −200−3.0% | Reduced |
| Childress Capital Advisors, LLC | 6,381 | $1.13M | 0.18% | −6−0.1% | Reduced |
| Somerville Kurt F | 6,375 | $1.13M | 0.19% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 6,362 | $1.13M | 0.10% | +6,362 | New |
| Davis R M Inc | 6,323 | $1.12M | 0.02% | −514−7.5% | Reduced |
| Signal Advisors Wealth, LLC | 6,321 | $1.12M | 0.09% | +2,931+86.5% | Added |
| Guardian Partners Inc. | 6,209 | $1.12M | 0.09% | +6,209 | New |
| West Branch Capital LLC | 6,282 | $1.12M | 0.29% | +2,542+68.0% | Added |
| Cidel Asset Management Inc | 6,281 | $1.12M | 0.08% | −203−3.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,244 | $1.11M | 0.02% | −84−1.3% | Reduced |
| Chicago Wealth Management, Inc. | 6,243 | $1.11M | 0.45% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,149 | $1.11M | 0.03% | +772+14.4% | Added |
| Cooper Financial Group | 6,208 | $1.10M | 0.12% | +879+16.5% | Added |
| SlateStone Wealth, LLC | 6,198 | $1.10M | 0.09% | +110+1.8% | Added |
| Berkshire Bank | 6,196 | $1.10M | 0.22% | −1,046−14.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.10M | 0.47% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 6,183 | $1.10M | 0.53% | −242−3.8% | Reduced |
| Cornercap Investment Counsel Inc | 6,174 | $1.10M | 0.54% | −84−1.3% | Reduced |
| Vigil Wealth Management, LLC | 6,170 | $1.10M | 0.91% | +6,170 | New |
| Rehmann Capital Advisory Group | 6,164 | $1.09M | 0.06% | +43+0.7% | Added |
| Net Worth Advisory Group | 6,161 | $1.09M | 0.22% | −3,210−34.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,151 | $1.09M | 0.17% | −422−6.4% | Reduced |
| Barometer Capital Management Inc. | 3,590 | $1.09M | 0.36% | −49,857−93.3% | Reduced |
| Beck Mack & Oliver LLC | 6,125 | $1.09M | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,118 | $1.09M | 0.54% | −82−1.3% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 6,102 | $1.08M | 0.57% | +6,102 | New |
| Waterloo Capital, L.P. | 6,096 | $1.08M | 0.08% | +1,580+35.0% | Added |
| YANKCOM Partnership | 6,092 | $1.08M | 0.46% | +188+3.2% | Added |
| Atticus Wealth Management, LLC | 6,068 | $1.08M | 0.27% | +19+0.3% | Added |
| Everest Financial Group LLC | 6,066 | $1.08M | 0.24% | +6,066 | New |
| BSW Wealth Partners | 6,065 | $1.08M | 0.13% | +20+0.3% | Added |
| Strategic Blueprint, LLC | 6,061 | $1.08M | 0.06% | −496−7.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,058 | $1.08M | 0.09% | +793+15.1% | Added |
| L2 Asset Management, LLC | 6,057 | $1.08M | 0.14% | +353+6.2% | Added |
| PCM Encore, LLC | 6,010 | $1.07M | 0.23% | +6,010 | New |
| Diversify Wealth Management, LLC | 5,833 | $1.07M | 0.05% | +459+8.5% | Added |
| Fukoku Mutual Life Insurance Co | 5,997 | $1.06M | 0.07% | −203,557−97.1% | Reduced |
| Sunbelt Securities, Inc. | 5,976 | $1.06M | 0.07% | +18+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 5,967 | $1.06M | 0.07% | +169+2.9% | Added |
| Oddo BHF Asset Management SAS | 5,966 | $1.06M | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,908 | $1.06M | 0.14% | −8,950−60.2% | Reduced |
| Souders Financial Advisors | 5,941 | $1.05M | 0.12% | +702+13.4% | Added |
| Nicholas Hoffman & Company, LLC. | 5,897 | $1.05M | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 5,891 | $1.05M | 0.04% | −143−2.4% | Reduced |
| Intrua Financial, LLC | 5,880 | $1.04M | 0.11% | +79+1.4% | Added |
| Baron Wealth Management LLC | 5,864 | $1.04M | 0.32% | +598+11.4% | Added |
| Evernest Financial Advisors, LLC | 5,706 | $1.04M | 0.22% | +109+1.9% | Added |
| LVW Advisors, LLC | 5,850 | $1.04M | 0.11% | −181−3.0% | Reduced |
| Berger Financial Group, Inc | 5,845 | $1.04M | 0.06% | −116−1.9% | Reduced |
| Adirondack Trust Co | 5,845 | $1.04M | 0.34% | −25−0.4% | Reduced |
| Brookwood Investment Group LLC | 5,835 | $1.04M | 0.12% | −226−3.7% | Reduced |
| Grandview Asset Management LLC | 5,835 | $1.04M | 0.28% | +1,657+39.7% | Added |
| Lee Danner & Bass Inc | 5,814 | $1.03M | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,794 | $1.03M | 0.02% | +3,962+216.3% | Added |
| Autumn Glory Partners, LLC | 5,781 | $1.03M | 0.36% | +1,246+27.5% | Added |
| Curbstone Financial Management Corp | 5,776 | $1.03M | 0.20% | +350+6.5% | Added |
| Welch & Forbes LLC | 5,756 | $1.02M | 0.01% | −142−2.4% | Reduced |
| Summit Global Investments | 5,721 | $1.02M | 0.06% | +5,721 | New |
| Gibbs Wealth Management | 5,442 | $1.01M | 0.25% | −302−5.3% | Reduced |
| Virtu Financial LLC | 5,694 | $1.01M | 0.04% | −3,535−38.3% | Reduced |
| Abel Hall, LLC | 5,686 | $1.01M | 0.24% | +3,735+191.4% | Added |
| RiverFront Investment Group, LLC | 5,684 | $1.01M | 0.02% | +180+3.3% | Added |
| Rogco, LP | 5,678 | $1.01M | 0.33% | +221+4.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,655 | $1.00M | 0.23% | −109−1.9% | Reduced |
| Ellevest, Inc. | 5,642 | $1.00M | 0.14% | +926+19.6% | Added |
| West Family Investments, Inc. | 5,638 | $1.00M | 0.23% | −1,159−17.1% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 5,628 | $999.1K | 0.06% | +5,628 | New |
| Aster Capital Management (DIFC) Ltd | 5,624 | $998.4K | 0.44% | +3,353+147.6% | Added |
| Sippican Capital Advisors | 5,593 | $992.9K | 0.64% | −52−0.9% | Reduced |
| Ocean Capital Management, LLC | 5,557 | $986.6K | 0.20% | −217−3.8% | Reduced |
| DGS Capital Management, LLC | 5,542 | $983.8K | 0.17% | +1,402+33.9% | Added |
| Providence First Trust Co | 5,528 | $981.4K | 0.34% | +1,244+29.0% | Added |
| Prelude Capital Management, LLC | 5,503 | $976.9K | 0.07% | +1,315+31.4% | Added |
| Mechanics Bank Trust Department | 5,491 | $974.8K | 0.13% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,485 | $973.8K | 0.07% | −291−5.0% | Reduced |
| Canopy Partners, LLC | 5,448 | $967.2K | 0.32% | +132+2.5% | Added |