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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 2,651 | $470.5K | 0.03% | +355+15.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,637 | $468.1K | 0.14% | +128+5.1% | Added |
| Amplius Wealth Advisors, LLC | 2,618 | $464.8K | 0.04% | −65−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 2,610 | $463.4K | 0.03% | −1,090−29.5% | Reduced |
| Cove Private Wealth, LLC | 2,606 | $462.6K | 0.14% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,592 | $459.0K | 0.06% | +102+4.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,583 | $458.6K | 0.18% | −190−6.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,582 | $458.4K | 0.04% | −34−1.3% | Reduced |
| BLB&B Advisors, LLC | 2,577 | $457.5K | 0.02% | +7+0.3% | Added |
| XML Financial, LLC | 2,573 | $456.8K | 0.04% | +1,083+72.7% | Added |
| Integrated Investment Consultants, LLC | 2,558 | $454.1K | 0.09% | −1,440−36.0% | Reduced |
| Cornerstone Advisory, LLC | 2,550 | $452.7K | 0.04% | +72+2.9% | Added |
| Facet Wealth, Inc. | 2,480 | $452.2K | 0.01% | +832+50.5% | Added |
| Camden National Bank | 2,547 | $452.2K | 0.06% | −59−2.3% | Reduced |
| New Wave Wealth Advisors LLC | 2,547 | $452.2K | 0.17% | +23+0.9% | Added |
| Fiduciary Group LLC | 2,545 | $451.8K | 0.04% | −60−2.3% | Reduced |
| Werba Rubin Papier Wealth Management | 2,544 | $451.6K | 0.12% | +423+19.9% | Added |
| Michael B. Yongue | 2,543 | $451.5K | 0.31% | −5−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $451.3K | 0.10% | −262−9.3% | Reduced |
| N.E.W. Advisory Services LLC | 2,539 | $450.7K | 0.03% | +1,209+90.9% | Added |
| Orrstown Financial Services Inc | 2,538 | $450.6K | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 2,535 | $450.0K | 0.09% | +2,535 | New |
| Miller Capital Partners, Inc. | 2,534 | $449.9K | 0.23% | +2,534 | New |
| Thrive Wealth Management, LLC | 2,534 | $449.8K | 0.07% | +28+1.1% | Added |
| Motco | 2,529 | $449.0K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,526 | $448.5K | 0.16% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2,521 | $447.5K | 0.03% | +9+0.4% | Added |
| Claris Financial LLC | 2,513 | $446.2K | 0.24% | +9+0.4% | Added |
| Flaharty Asset Management, LLC | 2,508 | $445.2K | 0.06% | +500+24.9% | Added |
| Guardian Wealth Advisors, LLC | 2,493 | $442.6K | 0.03% | −13−0.5% | Reduced |
| Equitable Trust Co | 2,492 | $442.4K | 0.02% | +286+13.0% | Added |
| Univest Financial Corp | 2,487 | $441.4K | 0.02% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 2,479 | $440.9K | 0.19% | +311+14.3% | Added |
| LGT Fund Management Co Ltd. | 2,461 | $440.7K | 0.03% | −867−26.1% | Reduced |
| Doheny Asset Management | 2,473 | $439.0K | 0.27% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,465 | $437.6K | 0.06% | +214+9.5% | Added |
| Horizon Wealth Management, LLC | 2,462 | $437.0K | 0.07% | +3+0.1% | Added |
| Endeavor Private Wealth, Inc. | 2,461 | $437.0K | 0.13% | +2,461 | New |
| Foster Group, Inc. | 2,459 | $436.6K | 0.01% | +25+1.0% | Added |
| Ariadne Wealth Management, LP | 2,593 | $435.8K | 0.18% | +245+10.4% | Added |
| Associated Banc-Corp | 2,447 | $434.4K | 0.01% | −38−1.5% | Reduced |
| Fragasso Group Inc. | 2,434 | $432.2K | 0.03% | +64+2.7% | Added |
| Pines Wealth Management, LLC | 2,428 | $431.0K | 0.14% | −227−8.5% | Reduced |
| Steinberganna Wealth Management | 2,427 | $430.9K | 0.20% | −573−19.1% | Reduced |
| Northern Financial Advisors Inc | 2,409 | $427.7K | 0.49% | −2,942−55.0% | Reduced |
| Firestone Capital Management | 2,404 | $426.8K | 0.09% | +4+0.2% | Added |
| O'Neil Global Advisors, Inc. | 2,400 | $426.1K | 0.15% | +2,400 | New |
| Ponta Wealth Partners, LLC | 2,395 | $425.2K | 0.40% | +2,395 | New |
| Hantz Financial Services, Inc. | 2,387 | $424.0K | 0.01% | +518+27.7% | Added |
| Financial Security Advisor, Inc. | 2,387 | $423.8K | 0.08% | −212−8.2% | Reduced |
| Goldstream Capital Management Ltd | 2,377 | $422.0K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,373 | $421.3K | 0.10% | +607+34.4% | Added |
| Jacobsen Capital Management | 2,372 | $421.1K | 0.14% | −60−2.5% | Reduced |
| Welch Group, LLC | 2,371 | $420.9K | 0.02% | +91+4.0% | Added |
| CPA Asset Management LLC | 2,371 | $420.9K | 0.15% | +2,371 | New |
| Amussen Hunsaker Associates LLC | 2,367 | $420.2K | 0.04% | +16+0.7% | Added |
| Veracity Capital LLC | 2,366 | $420.0K | 0.12% | −30−1.3% | Reduced |
| Tripletail Wealth Management, LLC | 2,357 | $418.4K | 0.53% | −11−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 2,352 | $417.6K | 0.01% | −126−5.1% | Reduced |
| Darden Wealth Group Inc | 2,350 | $417.2K | 0.20% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2,341 | $415.6K | 0.30% | +136+6.2% | Added |
| Van Strum & Towne Inc. | 2,340 | $415.4K | 0.12% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 2,339 | $415.2K | 0.27% | −224−8.7% | Reduced |
| Primoris Wealth Advisors, LLC | 2,335 | $414.5K | 0.25% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,328 | $413.3K | 0.37% | +2,328 | New |
| Hurlow Wealth Management Group, Inc. | 2,323 | $412.4K | 0.10% | −270−10.4% | Reduced |
| Greenspring Advisors, LLC | 2,320 | $411.8K | 0.03% | +2,320 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,313 | $410.6K | 0.02% | +2,313 | New |
| Bouchey Financial Group Ltd | 2,312 | $410.4K | 0.03% | +44+1.9% | Added |
| Alteri Wealth LLC | 2,309 | $409.9K | 0.13% | +7+0.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,307 | $409.6K | 0.11% | −350−13.2% | Reduced |
| EJMK Ventures LLC | 2,304 | $409.0K | 0.25% | +2,304 | New |
| Catalyst Funds Management Pty Ltd | 2,300 | $408.3K | 0.09% | −13,100−85.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $408.3K | 0.17% | −2,300−100.0% | Reduced |
| Leo Wealth, LLC | 2,298 | $408.0K | 0.03% | +231+11.2% | Added |
| Samalin Investment Counsel, LLC | 2,291 | $406.7K | 0.14% | −290−11.2% | Reduced |
| Harold Davidson & Associates Inc. | 2,290 | $406.5K | 0.18% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,220 | $405.8K | 0.05% | +961+76.3% | Added |
| Global Strategic Investment Solutions, LLC | 2,280 | $404.8K | 0.04% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,280 | $404.8K | 0.09% | +2,280 | New |
| Osterweis Capital Management Inc | 2,278 | $404.4K | 0.02% | −305−11.8% | Reduced |
| Old North State Trust, LLC | 2,274 | $404.0K | 0.24% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,271 | $403.2K | 0.18% | +13+0.6% | Added |
| Novem Group | 2,256 | $400.5K | 0.05% | −132−5.5% | Reduced |
| Silver Coast Investments LLC | 2,253 | $400.0K | 0.14% | −211−8.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,249 | $399.3K | 0.16% | +30+1.4% | Added |
| Luts & Greenleigh Group, Inc | 2,245 | $398.5K | 0.34% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,237 | $397.1K | 0.04% | +31+1.4% | Added |
| True Link Financial Advisors, LLC | 2,234 | $396.6K | 0.02% | −78−3.4% | Reduced |
| Sig Brokerage, LP | 2,220 | $394.1K | 0.13% | +805+56.9% | Added |
| Wilkinson Global Asset Management LLC | 2,219 | $393.9K | 0.03% | −5−0.2% | Reduced |
| OneAscent Family Office, LLC | 2,210 | $392.3K | 0.27% | +259+13.3% | Added |
| New Covenant Trust Company, N.A. | 2,156 | $392.2K | 0.35% | +28+1.3% | Added |
| Lewis Asset Management, LLC | 2,208 | $391.9K | 0.16% | +275+14.2% | Added |
| CWS Financial Advisors, LLC | 2,207 | $391.9K | 0.11% | +25+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,206 | $391.6K | 0.06% | +3+0.1% | Added |
| Eagle Strategies LLC | 2,206 | $391.6K | 0.05% | +10+0.5% | Added |
| Boyd Watterson Asset Management LLC | 2,203 | $391.0K | 0.11% | +89+4.2% | Added |
| Groesbeck Investment Management Corp | 2,200 | $391.0K | 0.74% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,198 | $390.2K | 0.05% | +228+11.6% | Added |