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 |
|---|---|---|---|---|---|
| Crews Bank & Trust | 3,856 | $684.6K | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 3,698 | $684.5K | 0.14% | +7+0.2% | Added |
| Copley Financial Group, Inc. | 3,852 | $683.8K | 0.42% | −505−11.6% | Reduced |
| QVR LLC | 3,845 | $682.6K | 0.48% | −105−2.7% | Reduced |
| St Germain D J Co Inc | 3,831 | $680.1K | 0.03% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,831 | $680.1K | 0.15% | −45−1.2% | Reduced |
| Valmark Advisers, Inc. | 3,815 | $677.3K | 0.01% | +16+0.4% | Added |
| Segment Wealth Management, LLC | 3,811 | $676.6K | 0.04% | −54−1.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,806 | $675.7K | 0.02% | +218+6.1% | Added |
| Cetera Trust Company, N.A | 3,804 | $675.3K | 0.36% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,792 | $673.2K | 0.20% | +28+0.7% | Added |
| Bolthouse Investments, LLC | 3,785 | $672.0K | 0.60% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,777 | $670.5K | 0.45% | −104−2.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,707 | $667.2K | 0.48% | +560+17.8% | Added |
| Frisch Financial Group, Inc. | 3,750 | $665.8K | 0.15% | −38−1.0% | Reduced |
| Impact Capital Partners LLC | 3,741 | $664.1K | 0.20% | −73−1.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,738 | $663.6K | 0.08% | +3,738 | New |
| Payne Capital Management, LLC | 3,736 | $663.3K | 0.21% | −224−5.7% | Reduced |
| Cypress Wealth Services, LLC | 3,724 | $661.2K | 0.09% | +1,695+83.5% | Added |
| Rosenberg Matthew Hamilton | 3,712 | $659.0K | 0.14% | −9−0.2% | Reduced |
| Webster Bank, N. A. | 3,696 | $656.2K | 0.06% | −11−0.3% | Reduced |
| Fiducient Advisors LLC | 3,690 | $655.1K | 0.08% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 3,685 | $654.2K | 0.10% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,677 | $652.7K | 0.12% | +10+0.3% | Added |
| Jacobi Capital Management LLC | 3,659 | $649.7K | 0.04% | −176−4.6% | Reduced |
| Argentarii, LLC | 3,657 | $649.2K | 0.22% | +3,657 | New |
| Opinicus Capital, Inc. | 3,650 | $648.0K | 0.45% | −458−11.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,649 | $648.0K | 0.19% | −108−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 3,649 | $647.8K | 0.12% | +198+5.7% | Added |
| Contravisory Investment Management, Inc. | 3,642 | $646.6K | 0.13% | +3,552+3,946.7% | Added |
| Park National Corp | 3,638 | $645.9K | 0.02% | −64−1.7% | Reduced |
| Blue Water Asset Management | 3,623 | $643.3K | 0.23% | +3,623 | New |
| Mill Creek Capital Advisors, LLC | 3,611 | $641.1K | 0.01% | −14−0.4% | Reduced |
| Great Lakes Advisors, LLC | 3,610 | $640.9K | 0.01% | +79+2.2% | Added |
| Congress Park Capital LLC | 3,610 | $640.9K | 0.19% | +385+11.9% | Added |
| Waldron Private Wealth LLC | 3,610 | $640.9K | 0.03% | +188+5.5% | Added |
| Missouri Trust & Investment Co | 3,600 | $639.1K | 0.19% | 00.0% | Unchanged |
| Income Insurance Ltd | 3,589 | $637.2K | 0.41% | +3,589 | New |
| Howard Financial Services, Ltd. | 3,579 | $635.5K | 0.07% | +58+1.6% | Added |
| Duncker Streett & Co Inc | 3,578 | $635.2K | 0.11% | +92+2.6% | Added |
| Freestone Capital Holdings, LLC | 3,554 | $631.0K | 0.02% | −1,402−28.3% | Reduced |
| Aspiriant, LLC | 3,549 | $630.0K | 0.02% | +404+12.8% | Added |
| Onefund, LLC | 3,543 | $629.0K | 0.38% | +184+5.5% | Added |
| Nwam LLC | 3,461 | $628.5K | 0.04% | +43+1.3% | Added |
| Circle Wealth Management, LLC | 3,528 | $626.3K | 0.01% | +526+17.5% | Added |
| BankPlus Trust Department | 3,526 | $626.0K | 0.16% | −705−16.7% | Reduced |
| Farmers National Bank | 3,526 | $626.0K | 0.14% | +53+1.5% | Added |
| Eurizon SLJ Capital Ltd | 3,522 | $625.3K | 0.25% | +3,522 | New |
| IVC Wealth Advisors LLC | 3,512 | $623.5K | 0.27% | +944+36.8% | Added |
| Journey Advisory Group, LLC | 3,508 | $622.7K | 0.05% | +50+1.4% | Added |
| Calton & Associates, Inc. | 3,507 | $622.6K | 0.09% | +76+2.2% | Added |
| Oxford Wealth Group, LLC | 3,503 | $621.8K | 0.30% | +3,503 | New |
| Wright Investors Service Inc | 3,500 | $621.4K | 0.19% | −105−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 3,491 | $619.8K | 0.06% | −404−10.4% | Reduced |
| RVW Wealth, LLC | 3,486 | $618.9K | 0.05% | +70+2.0% | Added |
| Pallas Capital Advisors LLC | 3,475 | $616.8K | 0.02% | +488+16.3% | Added |
| WBI Investments | 3,467 | $615.5K | 0.16% | +3,467 | New |
| MJP Associates Inc | 3,451 | $612.7K | 0.08% | +88+2.6% | Added |
| Perfromance Wealth Partners, LLC | 3,442 | $611.1K | 0.02% | +468+15.7% | Added |
| Bank of Hawaii | 3,434 | $609.6K | 0.03% | +17+0.5% | Added |
| Allegheny Financial Group LTD | 3,431 | $609.3K | 0.09% | −38−1.1% | Reduced |
| May Hill Capital, LLC | 3,427 | $608.5K | 0.16% | +36+1.1% | Added |
| Davidson Investment Advisors | 3,427 | $608.4K | 0.03% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $607.2K | 0.41% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,400 | $604.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 3,396 | $602.9K | 0.06% | +1,063+45.6% | Added |
| A4 Wealth Advisors LLC | 3,387 | $601.3K | 0.52% | −1,995−37.1% | Reduced |
| Johnson Financial Group, Inc. | 3,371 | $598.5K | 0.02% | −321−8.7% | Reduced |
| AlphaGrep UK Ltd | 3,370 | $598.3K | 0.20% | +3,370 | New |
| Seven Mile Advisory | 3,362 | $596.9K | 0.10% | −948−22.0% | Reduced |
| Cache Advisors, LLC | 3,362 | $596.9K | 0.07% | +3,362 | New |
| Coppell Advisory Solutions LLC | 3,326 | $595.6K | 0.06% | −5,492−62.3% | Reduced |
| Bedel Financial Consulting, Inc. | 3,348 | $594.3K | 0.06% | +228+7.3% | Added |
| Quantum Financial Advisors, LLC | 3,346 | $594.1K | 0.07% | +4+0.1% | Added |
| Wealth Preservation Advisors, LLC | 3,334 | $591.9K | 0.30% | −2−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,328 | $590.8K | 0.12% | +1,000+43.0% | Added |
| Proathlete Wealth Management LLC | 3,320 | $589.7K | 0.16% | +37+1.1% | Added |
| SMART Wealth LLC | 3,310 | $587.7K | 0.18% | +3,310 | New |
| Accredited Investors Inc. | 3,299 | $585.6K | 0.03% | +448+15.7% | Added |
| Centiva Capital, LP | 3,293 | $584.6K | 0.04% | +3,293 | New |
| Legacy Edge Advisors, LLC | 3,290 | $584.1K | 0.06% | −14−0.4% | Reduced |
| Weaver Capital Management LLC | 3,275 | $581.4K | 0.12% | +1,011+44.7% | Added |
| WSFS Capital Management, LLC | 3,271 | $580.8K | 0.03% | +46+1.4% | Added |
| Alpha Cubed Investments, LLC | 3,267 | $580.1K | 0.02% | +35+1.1% | Added |
| Mason & Associates Inc | 3,248 | $576.6K | 0.11% | +46+1.4% | Added |
| Grandfield & Dodd, LLC | 3,246 | $576.4K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,244 | $575.9K | 0.02% | −15−0.5% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $575.0K | 0.34% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,241 | $574.0K | 0.18% | +41+1.3% | Added |
| Waddell & Associates, LLC | 3,231 | $573.6K | 0.04% | +164+5.3% | Added |
| Spectrum Strategic Capital Management, LLC | 3,229 | $573.2K | 0.30% | +3,229 | New |
| Essex Savings Bank | 3,227 | $572.9K | 0.12% | +4+0.1% | Added |
| Altus Wealth Group LLC | 3,225 | $572.6K | 0.23% | −121−3.6% | Reduced |
| Northbridge Financial Group, LLC | 3,220 | $571.7K | 0.26% | +3,220 | New |
| Teza Capital Management LLC | 3,211 | $570.0K | 1.84% | −328−9.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,207 | $569.3K | 0.03% | +7+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,203 | $568.6K | 0.23% | −34−1.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,201 | $568.3K | 0.03% | −4,765−59.8% | Reduced |
| Ak Global Asset Management, LLC | 3,200 | $568.1K | 0.50% | +3,200 | New |
| Ethos Financial Group, LLC | 3,200 | $568.1K | 0.04% | +215+7.2% | Added |