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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 5,440 | $965.8K | 0.04% | +4+0.1% | Added |
| Sax Wealth Advisors, LLC | 5,439 | $965.5K | 0.05% | +745+15.9% | Added |
| Bearing Point Capital, LLC | 5,417 | $961.7K | 0.15% | +10+0.2% | Added |
| Beacon Financial Group | 5,411 | $960.7K | 0.10% | −195−3.5% | Reduced |
| Themes Management Co LLC | 5,396 | $958.0K | 0.76% | +5,396 | New |
| Shufro Rose & Co LLC | 5,389 | $956.7K | 0.06% | −400−6.9% | Reduced |
| Johnson & White Wealth Management, LLC | 5,384 | $955.8K | 0.42% | −74−1.4% | Reduced |
| Titan Investment Management LLC | 5,383 | $955.6K | 0.87% | +5,383 | New |
| Fort Sheridan Advisors LLC | 5,361 | $951.8K | 0.12% | +10.0% | Added |
| Kovack Advisors, Inc. | 5,356 | $950.8K | 0.04% | +2,272+73.7% | Added |
| Douglass Winthrop Advisors, LLC | 5,350 | $949.8K | 0.02% | +97+1.8% | Added |
| Legacy Financial Advisors, Inc. | 5,341 | $948.2K | 0.13% | −833−13.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,333 | $946.7K | 0.15% | +4,980+1,410.8% | Added |
| Churchill Financial Advisors, LLC | 5,305 | $941.8K | 0.29% | +5,305 | New |
| Hennion & Walsh Asset Management, Inc. | 5,300 | $940.9K | 0.03% | −81−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,011 | $940.8K | 0.02% | −653−11.5% | Reduced |
| Clifford Group, LLC | 5,292 | $939.4K | 0.73% | −183−3.3% | Reduced |
| AdvisorNet Financial, Inc | 5,281 | $937.6K | 0.05% | +171+3.3% | Added |
| TriaGen Wealth Management LLC | 5,268 | $935.2K | 0.24% | −500−8.7% | Reduced |
| Qsemble Capital Management, LP | 5,266 | $934.9K | 0.08% | +5,266 | New |
| Focused Alpha, LLC | 5,256 | $933.1K | 0.27% | +5,256 | New |
| Laurion Capital Management LP | 5,254 | $932.7K | 0.06% | −18,091−77.5% | Reduced |
| First Bank & Trust | 5,251 | $932.2K | 0.15% | −3,588−40.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 5,249 | $931.9K | 0.68% | +5,249 | New |
| MBL Wealth, LLC | 5,247 | $931.5K | 0.07% | +2,399+84.2% | Added |
| Cornerstone Wealth Group, LLC | 5,238 | $929.9K | 0.06% | +381+7.8% | Added |
| Strategic Wealth Partners, Ltd. | 5,234 | $929.2K | 0.06% | +222+4.4% | Added |
| Integris Wealth Management, LLC | 5,231 | $928.6K | 0.21% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 4,964 | $924.9K | 0.10% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,209 | $924.8K | 0.02% | −42−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 5,196 | $922.4K | 0.05% | −47−0.9% | Reduced |
| Strategic Financial Services, Inc, | 5,125 | $922.3K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,183 | $920.1K | 0.21% | −185−3.4% | Reduced |
| Los Angeles Capital Management LLC | 5,554 | $917.9K | 0.00% | −665−10.7% | Reduced |
| Kingsman Wealth Management, Inc. | 5,158 | $915.7K | 0.50% | +1,894+58.0% | Added |
| United Community Bank | 5,131 | $910.9K | 0.34% | +5+0.1% | Added |
| a16z Perennial Management, L.P. | 5,130 | $910.7K | 0.07% | −45−0.9% | Reduced |
| Vivaldi Capital Management, LLC | 5,127 | $910.2K | 0.12% | −15−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 5,118 | $908.7K | 0.02% | +241+4.9% | Added |
| Addison Advisors LLC | 5,105 | $906.3K | 0.20% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,104 | $906.1K | 0.11% | −1,954−27.7% | Reduced |
| Palacios Wealth Management, LLC | 5,085 | $902.7K | 0.69% | −65−1.3% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,078 | $901.5K | 0.17% | +5,078 | New |
| Wealth Effects LLC | 5,075 | $901.0K | 0.28% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 5,062 | $898.7K | 0.33% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,044 | $895.5K | 0.07% | −124−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 5,009 | $889.2K | 0.03% | +3,508+233.7% | Added |
| Parkside Investments, LLC | 5,000 | $887.6K | 0.11% | −2,000−28.6% | Reduced |
| De Lisle Partners LLP | 5,000 | $887.6K | 0.11% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,995 | $886.8K | 0.21% | −55−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 4,995 | $886.8K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,976 | $883.4K | 0.34% | +82+1.7% | Added |
| Tradition Wealth Management, LLC | 4,976 | $883.4K | 0.06% | +1,427+40.2% | Added |
| Chapin Davis, Inc. | 4,972 | $882.6K | 0.21% | −58−1.2% | Reduced |
| Quilter Plc | 4,959 | $880.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,940 | $877.0K | 0.05% | +581+13.3% | Added |
| Goelzer Investment Management, Inc. | 4,925 | $874.4K | 0.04% | +3,005+156.5% | Added |
| SeaCrest Wealth Management, LLC | 4,725 | $873.1K | 0.09% | +185+4.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,912 | $872.0K | 0.19% | +157+3.3% | Added |
| Lazari Capital Management, Inc. | 4,907 | $871.2K | 0.29% | −71−1.4% | Reduced |
| SmartHarvest Portfolios, LLC | 4,902 | $870.3K | 0.30% | +4,902 | New |
| Baker Avenue Asset Management, LP | 4,892 | $868.6K | 0.02% | −81−1.6% | Reduced |
| Fortress Private Ledger, LLC | 4,888 | $867.8K | 0.29% | +1,417+40.8% | Added |
| Gibraltar Capital Management, Inc. | 4,876 | $865.6K | 0.15% | −270−5.2% | Reduced |
| Advisor OS, LLC | 4,873 | $865.1K | 0.07% | +1,016+26.3% | Added |
| Peoples Bank | 4,865 | $863.7K | 0.54% | −45−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $863.5K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 4,859 | $862.6K | 0.05% | +1,622+50.1% | Added |
| Sovereign Financial Group, Inc. | 4,856 | $862.1K | 0.15% | +212+4.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,846 | $860.3K | 0.10% | +38+0.8% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $859.6K | 0.66% | +4,842 | New |
| Robertson Stephens Wealth Management, LLC | 4,832 | $857.9K | 0.02% | +243+5.3% | Added |
| Anchor Investment Management, LLC | 4,814 | $854.7K | 0.07% | −481−9.1% | Reduced |
| Coign Capital Advisors LLC | 4,806 | $853.2K | 0.45% | +81+1.7% | Added |
| Riverbend Wealth Management, LLC | 4,797 | $851.5K | 0.54% | +3,126+187.1% | Added |
| Texas Bank & Trust Co | 4,784 | $849.3K | 0.31% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,782 | $849.0K | 0.05% | −1,979−29.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,778 | $848.2K | 0.70% | −174−3.5% | Reduced |
| Clark Wealth Partners | 4,766 | $846.0K | 0.52% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 4,756 | $844.3K | 0.10% | −2,244−32.1% | Reduced |
| Catalyst Investment Management LLC | 4,754 | $844.0K | 0.80% | +4,754 | New |
| First Interstate Bank | 4,753 | $843.8K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 4,746 | $842.6K | 0.06% | +1,725+57.1% | Added |
| Orca Investment Management, LLC | 4,720 | $837.9K | 0.66% | −73−1.5% | Reduced |
| Clarius Group, LLC | 4,719 | $837.8K | 0.05% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,712 | $836.5K | 0.04% | +190+4.2% | Added |
| Flagship Harbor Advisors, LLC | 4,708 | $835.9K | 0.04% | −442−8.6% | Reduced |
| First Financial Bank - Trust Division | 4,702 | $834.7K | 0.07% | +522+12.5% | Added |
| Bell Bank | 4,689 | $832.4K | 0.04% | −444−8.6% | Reduced |
| Smithfield Trust Co | 4,668 | $831.0K | 0.04% | +144+3.2% | Added |
| DT Investment Partners, LLC | 4,672 | $829.4K | 0.07% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 4,708 | $827.9K | 0.33% | −684−12.7% | Reduced |
| GeoWealth Management, LLC | 4,663 | $827.8K | 0.03% | −358−7.1% | Reduced |
| Ledyard National Bank | 4,649 | $825.3K | 0.07% | +7+0.2% | Added |
| Pure Financial Advisors, Inc. | 4,647 | $825.0K | 0.01% | +886+23.6% | Added |
| Washburn Capital Management, Inc. | 4,624 | $820.9K | 0.45% | −18−0.4% | Reduced |
| Insight 2811, Inc. | 4,618 | $819.8K | 0.36% | +8+0.2% | Added |
| Alta Advisers Ltd | 4,615 | $819.3K | 0.30% | −1,500−24.5% | Reduced |
| Saiph Capital, LLC | 4,614 | $819.1K | 0.29% | +4,614 | New |
| Fortem Financial Group, LLC | 4,608 | $818.1K | 0.22% | −71−1.5% | Reduced |