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 |
|---|---|---|---|---|---|
| Versor Investments LP | 3,193 | $566.9K | 0.09% | −179−5.3% | Reduced |
| Balboa Wealth Partners | 3,181 | $564.7K | 0.09% | +59+1.9% | Added |
| Summit Wealth Group, LLC | 3,166 | $562.0K | 0.13% | +180+6.0% | Added |
| Argent Advisors, Inc. | 3,164 | $561.7K | 0.16% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 3,151 | $559.4K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,148 | $558.8K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,140 | $557.4K | 0.05% | −910−22.5% | Reduced |
| J.M. Arbour, LLC | 3,140 | $557.4K | 0.56% | +3,140 | New |
| Hobbs Group Advisors, LLC | 3,129 | $555.5K | 0.17% | +6+0.2% | Added |
| Auxano Advisors, LLC | 3,127 | $555.1K | 0.11% | +251+8.7% | Added |
| Polymer Capital Management (US) LLC | 3,127 | $555.1K | 0.07% | +3,127 | New |
| Sentry Investment Management LLC | 3,113 | $553.0K | 0.36% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,058 | $552.8K | 0.10% | +5+0.2% | Added |
| Guilbault Capital LLC | 3,110 | $552.1K | 0.62% | +3,110 | New |
| Castleview Partners, LLC | 3,107 | $551.6K | 0.27% | +426+15.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,100 | $550.3K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,098 | $550.0K | 0.02% | +19+0.6% | Added |
| Everpar Advisors LLC | 3,097 | $549.8K | 0.20% | +184+6.3% | Added |
| Optimize Financial Inc | 3,088 | $548.2K | 0.28% | +44+1.4% | Added |
| Viawealth, LLC | 3,078 | $546.4K | 0.31% | −209−6.4% | Reduced |
| Focus Financial Network, Inc. | 3,071 | $545.2K | 0.02% | +47+1.6% | Added |
| Modern Wealth Management, LLC | 3,070 | $545.0K | 0.01% | +550+21.8% | Added |
| Fulcrum Capital LLC | 3,066 | $544.3K | 0.11% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,057 | $542.7K | 0.03% | +283+10.2% | Added |
| Tactive Advisors, LLC | 3,050 | $541.5K | 0.16% | +70+2.3% | Added |
| Southern Financial Group, LLC | 3,049 | $541.3K | 0.16% | +3,049 | New |
| Key Financial Inc | 3,040 | $539.7K | 0.10% | +106+3.6% | Added |
| Crawford Investment Counsel Inc | 3,038 | $539.3K | 0.01% | +138+4.8% | Added |
| Navis Wealth Advisors, LLC | 3,026 | $537.2K | 0.23% | −76−2.5% | Reduced |
| PFG Advisors | 3,024 | $536.9K | 0.03% | −1,097−26.6% | Reduced |
| Code Waechter LLC | 3,021 | $536.3K | 0.34% | −1,381−31.4% | Reduced |
| Leigh Baldwin & Co., LLC | 3,022 | $536.0K | 0.35% | −134−4.2% | Reduced |
| One Wealth Advisors, LLC | 3,013 | $534.8K | 0.07% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 3,011 | $534.5K | 0.56% | −10−0.3% | Reduced |
| Fell Capital Management | 3,010 | $534.4K | 0.52% | +3,010 | New |
| Spirit of America Management Corp | 3,000 | $532.6K | 0.11% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 3,000 | $532.6K | 0.40% | +3,000 | New |
| Blue Fin Capital, Inc. | 2,965 | $526.4K | 0.08% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 2,963 | $526.1K | 0.46% | −22−0.7% | Reduced |
| Founders Financial Alliance, LLC | 2,961 | $525.7K | 0.10% | +12+0.4% | Added |
| USA Financial Portformulas Corp | 2,956 | $524.8K | 0.10% | −841−22.1% | Reduced |
| Five Oceans Advisors | 2,946 | $523.0K | 0.18% | +12+0.4% | Added |
| Golden State Wealth Management, LLC | 2,945 | $522.9K | 0.06% | +8+0.3% | Added |
| O'Rourke & Company, Inc | 2,944 | $522.6K | 0.20% | +7+0.2% | Added |
| JM2 Capital Inc. | 2,943 | $522.5K | 0.42% | +2,943 | New |
| Elyxium Wealth, LLC | 2,934 | $520.9K | 0.14% | +120+4.3% | Added |
| American State Bank (Iowa) | 2,933 | $520.7K | 0.25% | +11+0.4% | Added |
| Oakworth Capital, Inc. | 2,923 | $518.9K | 0.03% | +236+8.8% | Added |
| Sivia Capital Partners, LLC | 2,921 | $518.6K | 0.11% | +283+10.7% | Added |
| First County Bank | 2,918 | $518.0K | 0.28% | −358−10.9% | Reduced |
| Castle Wealth Management LLC | 2,911 | $516.8K | 0.17% | −103−3.4% | Reduced |
| Tanager Wealth Management LLP | 2,900 | $514.8K | 0.05% | +121+4.4% | Added |
| Tiemann Investment Advisors, LLC | 2,894 | $513.8K | 0.20% | −587−16.9% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,859 | $512.0K | 0.03% | +2,859 | New |
| Plancorp, LLC | 2,881 | $511.5K | 0.02% | +23+0.8% | Added |
| Grimes & Company, Inc. | 2,875 | $510.3K | 0.01% | +104+3.8% | Added |
| Voya Financial Advisors, Inc. | 2,809 | $505.5K | 0.05% | +290+11.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,773 | $505.0K | 0.11% | +2,773 | New |
| Bank of Nova Scotia Trust Co | 2,844 | $504.9K | 0.04% | −986−25.7% | Reduced |
| 55 North Private Wealth, LLC | 2,841 | $504.3K | 0.13% | +2,841 | New |
| River Wealth Advisors LLC | 2,837 | $503.7K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,829 | $502.2K | 0.25% | +149+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 2,825 | $501.5K | 0.02% | −19−0.7% | Reduced |
| Spartan Planning & Wealth Management | 2,822 | $501.0K | 0.37% | +79+2.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,822 | $501.0K | 0.12% | +22+0.8% | Added |
| Cercano Management LLC | 2,812 | $499.2K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $497.8K | 0.05% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 2,798 | $496.7K | 0.27% | −20−0.7% | Reduced |
| Fairscale Capital, LLC | 2,791 | $495.5K | 0.33% | −13−0.5% | Reduced |
| Ashford Capital Management Inc | 2,790 | $495.3K | 0.06% | +120+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,790 | $495.3K | 0.12% | +1,355+94.4% | Added |
| Cynosure Management, LLC | 2,789 | $495.1K | 0.05% | +2,789 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,784 | $494.3K | 0.06% | −556−16.6% | Reduced |
| City State Bank | 2,782 | $493.9K | 0.14% | −96−3.3% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 2,933 | $492.9K | 0.48% | +2,933 | New |
| SLT Holdings LLC | 2,776 | $492.8K | 0.33% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,774 | $492.4K | 0.11% | 00.0% | Unchanged |
| American Trust | 2,770 | $491.8K | 0.04% | +100+3.7% | Added |
| Austin Private Wealth, LLC | 2,770 | $491.8K | 0.04% | −97−3.4% | Reduced |
| WealthShield Partners, LLC | 2,768 | $491.4K | 0.05% | +623+29.0% | Added |
| LBMC Investment Advisors, LLC | 2,764 | $490.7K | 0.03% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,762 | $490.3K | 0.14% | −51−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,762 | $490.3K | 0.31% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,758 | $489.6K | 0.05% | +224+8.8% | Added |
| Severin Investments, LLC | 2,753 | $488.7K | 0.43% | −237−7.9% | Reduced |
| Legacy Advisors, LLC | 2,746 | $487.5K | 0.05% | +562+25.7% | Added |
| Brandywine Oak Private Wealth LLC | 2,742 | $486.8K | 0.04% | +49+1.8% | Added |
| Charter Capital Management, LLC | 2,735 | $485.5K | 0.25% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,728 | $484.3K | 0.05% | −90−3.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,728 | $484.3K | 0.09% | +254+10.3% | Added |
| TSG Advice Partners, LLC | 2,724 | $483.7K | 0.07% | +2,724 | New |
| Broadleaf Partners, LLC | 2,719 | $482.7K | 0.10% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,710 | $481.1K | 0.12% | +176+6.9% | Added |
| Aft, Forsyth & Company, Inc. | 2,685 | $476.7K | 0.21% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,677 | $476.5K | 0.04% | +164+6.5% | Added |
| Ellsworth Advisors, LLC | 2,491 | $476.4K | 0.09% | −173−6.5% | Reduced |
| Naviter Wealth, LLC | 2,674 | $474.7K | 0.06% | −704−20.8% | Reduced |
| Burling Wealth Partners, LLC | 2,674 | $474.7K | 0.07% | +189+7.6% | Added |
| Rockingstone Advisors LLC | 2,655 | $471.3K | 0.21% | −25−0.9% | Reduced |
| Maxele Advisors, LLC | 2,655 | $471.3K | 0.38% | +410+18.3% | Added |