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 |
|---|---|---|---|---|---|
| CNB Bank | 4,606 | $817.7K | 0.33% | −148−3.1% | Reduced |
| Continuum Advisory, LLC | 4,593 | $815.4K | 0.08% | −466−9.2% | Reduced |
| Arsenal Capital Advisors LLC | 4,586 | $814.2K | 0.58% | +4,586 | New |
| Harvest Fund Management Co., Ltd | 4,587 | $814.0K | 0.03% | +3,022+193.1% | Added |
| Alta Wealth Advisors LLC | 4,581 | $813.3K | 0.27% | +2,532+123.6% | Added |
| Powell Investment Advisors, LLC | 4,578 | $812.7K | 0.28% | +27+0.6% | Added |
| Journey Retirement Planning & Investment Management LLC | 4,572 | $811.7K | 0.17% | +4,572 | New |
| Bell & Brown Wealth Advisors, LLC | 4,566 | $810.5K | 0.26% | +16+0.4% | Added |
| Trueblood Wealth Management, LLC | 4,565 | $810.5K | 0.32% | +809+21.5% | Added |
| Main Street Financial Solutions, LLC | 4,561 | $809.7K | 0.06% | −6,723−59.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $809.7K | 0.04% | +4,500 | New |
| Renaissance Investment Group LLC | 4,550 | $807.8K | 0.16% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 4,545 | $806.9K | 0.47% | +4,545 | New |
| Mosaic Family Wealth Partners, LLC | 4,543 | $806.5K | 0.09% | −6−0.1% | Reduced |
| Arcataur Capital Management LLC | 4,534 | $804.9K | 0.23% | −15−0.3% | Reduced |
| Chase Investment Counsel Corp | 4,534 | $804.0K | 0.22% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,528 | $803.9K | 0.04% | +244+5.7% | Added |
| Harbour Investments, Inc. | 4,527 | $803.7K | 0.02% | +500+12.4% | Added |
| Beta Wealth Group, Inc. | 4,519 | $802.3K | 0.32% | −198−4.2% | Reduced |
| Eagle Rock Investment Company, LLC | 4,500 | $798.9K | 0.11% | −1,500−25.0% | Reduced |
| United Bank | 4,500 | $798.9K | 0.11% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 4,488 | $796.8K | 0.76% | +4,488 | New |
| Allen Capital Group, LLC | 4,486 | $796.4K | 0.07% | +146+3.4% | Added |
| Roundview Capital LLC | 4,483 | $795.9K | 0.05% | −64−1.4% | Reduced |
| Lavaca Capital LLC | 4,482 | $795.6K | 0.13% | +27+0.6% | Added |
| Constitution Capital LLC | 4,480 | $795.3K | 0.38% | −80−1.8% | Reduced |
| Willner & Heller, LLC | 4,480 | $795.3K | 0.57% | −147−3.2% | Reduced |
| Goldenstone Wealth Management LLC | 4,461 | $792.0K | 0.59% | +4,461 | New |
| Cheviot Value Management, LLC | 4,325 | $788.6K | 0.08% | +100+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,420 | $784.6K | 0.08% | +56+1.3% | Added |
| Simplicity Wealth,LLC | 4,408 | $782.5K | 0.05% | +136+3.2% | Added |
| Red Door Wealth Management, LLC | 4,401 | $781.3K | 0.08% | +132+3.1% | Added |
| Sentinus, LLC | 4,396 | $780.5K | 0.07% | +650+17.4% | Added |
| Hudock, Inc. | 4,379 | $777.6K | 0.11% | +15+0.3% | Added |
| Optas, LLC | 4,376 | $776.9K | 0.12% | +698+19.0% | Added |
| Moors & Cabot, Inc. | 4,371 | $775.9K | 0.03% | +185+4.4% | Added |
| Indivisible Partners | 4,362 | $774.4K | 0.08% | +4,362 | New |
| S Harris Financial Group, LLC | 4,354 | $773.0K | 0.74% | +4,354 | New |
| SageView Advisory Group, LLC | 4,350 | $772.2K | 0.03% | +1,244+40.1% | Added |
| Global Financial Private Client, LLC | 4,344 | $771.2K | 0.27% | +2,867+194.1% | Added |
| Evexia Wealth LLC | 4,265 | $771.1K | 0.22% | −747−14.9% | Reduced |
| Apriem Advisors | 4,341 | $770.6K | 0.07% | −191−4.2% | Reduced |
| SummitTX Capital, L.P. | 4,337 | $769.9K | 0.02% | −4,643−51.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,327 | $768.2K | 0.21% | +146+3.5% | Added |
| Tuttle Tactical Management | 4,317 | $766.4K | 1.69% | +4,317 | New |
| Leelyn Smith, LLC | 4,304 | $764.2K | 0.11% | +4,304 | New |
| Divergent Planning, LLC | 4,193 | $762.7K | 0.19% | +4,193 | New |
| McLaughlin Asset Management, Inc. | 4,296 | $762.6K | 0.68% | +4,296 | New |
| Myriad Asset Management US LP | 4,295 | $762.5K | 1.28% | −11,048−72.0% | Reduced |
| Van Hulzen Asset Management, LLC | 4,268 | $757.7K | 0.06% | +180+4.4% | Added |
| TFR Capital, LLC. | 4,265 | $757.2K | 0.25% | −5−0.1% | Reduced |
| Bay Capital Advisors, LLC | 4,259 | $756.0K | 0.46% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,258 | $755.9K | 0.04% | −196−4.4% | Reduced |
| Ostrum Asset Management | 4,251 | $754.7K | 0.04% | +1,312+44.6% | Added |
| Millennium Capital Advisors, LLC | 4,243 | $753.2K | 0.44% | +31+0.7% | Added |
| Fielder Capital Group LLC | 4,216 | $748.4K | 0.16% | +57+1.4% | Added |
| Piedmont Capital Management, LLC | 4,205 | $746.5K | 0.49% | +4,205 | New |
| Nichols & Pratt Advisers LLP | 4,195 | $744.7K | 0.05% | +250+6.3% | Added |
| Anchyra Partners LLC | 4,195 | $744.7K | 0.23% | +4,195 | New |
| Accurate Wealth Management, LLC | 4,001 | $744.4K | 0.09% | −80−2.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,190 | $743.9K | 0.05% | −971−18.8% | Reduced |
| Catherine Avery Investment Management LLC | 4,189 | $743.7K | 0.45% | −43−1.0% | Reduced |
| First American Trust, FSB | 4,180 | $742.1K | 0.05% | −386−8.5% | Reduced |
| Arbor Investment Advisors, LLC | 4,175 | $741.1K | 0.10% | −2,302−35.5% | Reduced |
| Transatlantique Private Wealth LLC | 4,172 | $740.7K | 0.23% | −1,500−26.4% | Reduced |
| Cambient Family Office, LLC | 4,151 | $736.9K | 0.11% | +4,151 | New |
| Alliance Wealth Advisors, LLC | 4,133 | $733.7K | 0.35% | 00.0% | Unchanged |
| Salzhauer Michael | 4,131 | $733.4K | 0.33% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,126 | $732.5K | 0.07% | +78+1.9% | Added |
| Retirement Planning Group | 4,121 | $731.6K | 0.02% | +1,108+36.8% | Added |
| Berkeley Capital Partners, LLC | 4,115 | $730.5K | 0.17% | +1,522+58.7% | Added |
| Coastal Bridge Advisors, LLC | 4,107 | $729.0K | 0.05% | +134+3.4% | Added |
| Holderness Investments Co | 4,096 | $727.1K | 0.15% | −13−0.3% | Reduced |
| KKM Financial LLC | 4,094 | $726.8K | 0.13% | 00.0% | Unchanged |
| Baader Bank INC | 4,119 | $726.5K | 0.06% | +4,119 | New |
| Nippon Life Global Investors Americas, Inc. | 4,080 | $724.3K | 0.03% | +4,080 | New |
| Directional Asset Management | 4,077 | $723.7K | 0.63% | +4,077 | New |
| Wimmer Associates 1, LLC | 4,071 | $722.7K | 0.34% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,067 | $722.0K | 0.32% | +895+28.2% | Added |
| X-Square Capital, LLC | 4,065 | $722.0K | 0.24% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,062 | $721.1K | 0.02% | +93+2.3% | Added |
| Signature Estate & Investment Advisors LLC | 4,056 | $720.1K | 0.01% | −323−7.4% | Reduced |
| Waters Parkerson & Co., LLC | 4,050 | $719.0K | 0.04% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,038 | $716.9K | 0.13% | +25+0.6% | Added |
| Cromwell Holdings LLC | 4,034 | $716.2K | 0.39% | 00.0% | Unchanged |
| Alpha Family Trust | 4,025 | $714.6K | 0.33% | 00.0% | Unchanged |
| New Hampshire Trust | 4,016 | $713.0K | 0.14% | −714−15.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,014 | $712.6K | 0.14% | +254+6.8% | Added |
| Whalen Wealth Management Inc. | 3,964 | $703.7K | 0.38% | +3,964 | New |
| 3Chopt Investment Partners, LLC | 3,957 | $702.5K | 0.16% | +11+0.3% | Added |
| Perennial Investment Advisors, LLC | 3,958 | $702.4K | 0.06% | −350−8.1% | Reduced |
| Claro Advisors LLC | 3,954 | $701.9K | 0.10% | −13−0.3% | Reduced |
| Bullock Wealth Management Group | 3,944 | $700.1K | 0.34% | −43−1.1% | Reduced |
| Basecamp Wealth Advisors LLC | 3,928 | $697.3K | 0.15% | +3,928 | New |
| Kennebec Savings Bank | 3,915 | $695.0K | 0.60% | +60+1.6% | Added |
| Lebenthal Global Advisors, LLC | 3,914 | $694.8K | 0.11% | +503+14.7% | Added |
| Wrapmanager Inc | 3,912 | $694.5K | 0.23% | −665−14.5% | Reduced |
| SOL Capital Management CO | 3,875 | $688.0K | 0.06% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,865 | $686.2K | 0.60% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,857 | $684.6K | 0.01% | +392+11.3% | Added |