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 |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 2,197 | $390.0K | 0.06% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,197 | $390.0K | 0.12% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,193 | $389.3K | 0.10% | +2,193 | New |
| Riverwater Partners LLC | 2,188 | $388.4K | 0.15% | −30−1.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,185 | $387.9K | 0.08% | −19−0.9% | Reduced |
| BancorpSouth Bank | 2,184 | $387.7K | 0.02% | +10.0% | Added |
| Reston Wealth Management LLC | 2,179 | $386.9K | 0.12% | +428+24.4% | Added |
| Sunflower Bank, N.A. | 2,175 | $386.1K | 0.10% | +14+0.6% | Added |
| Red Reef Advisors LLC | 2,175 | $386.1K | 0.39% | +2,175 | New |
| Peak Planning Group, LLC | 2,171 | $385.4K | 0.11% | +2,171 | New |
| Mosaic Financial Group, LLC | 2,167 | $385.0K | 0.26% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,160 | $383.5K | 0.03% | +2,160 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,158 | $383.1K | 0.13% | +1,791+488.0% | Added |
| Macroview Investment Management LLC | 2,153 | $382.3K | 0.26% | +7+0.3% | Added |
| Capital Advisors, Ltd. LLC | 2,153 | $382.0K | 0.05% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 2,150 | $381.7K | 0.30% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,149 | $381.5K | 0.03% | +206+10.6% | Added |
| Florida Financial Advisors, LLC | 2,168 | $380.8K | 0.10% | +329+17.9% | Added |
| Brucke Financial, Inc. | 2,144 | $380.6K | 0.21% | +49+2.3% | Added |
| Palisade Capital Management LLC | 2,141 | $380.1K | 0.01% | +2,141 | New |
| RB Capital Management, LLC | 2,129 | $377.9K | 0.08% | +131+6.6% | Added |
| Canvas Wealth Advisors, LLC | 2,128 | $377.8K | 0.06% | −37−1.7% | Reduced |
| Private Advisory Group LLC | 2,126 | $377.4K | 0.03% | +785+58.5% | Added |
| McAdam, LLC | 2,122 | $376.7K | 0.02% | +196+10.2% | Added |
| CDM Financial Counseling Services, Inc. | 2,120 | $376.4K | 0.35% | +2,120 | New |
| PCB Capital LLC | 2,120 | $376.3K | 0.60% | +2,120 | New |
| Crusonia Wealth Advisors LLC | 2,114 | $375.3K | 0.08% | +2,114 | New |
| Tepp RIA, LLC | 2,109 | $374.4K | 0.37% | 00.0% | Unchanged |
| Wealth Alliance | 2,108 | $374.3K | 0.04% | −182−7.9% | Reduced |
| Beacon Financial Advisory LLC | 2,108 | $374.2K | 0.09% | −35−1.6% | Reduced |
| Sunpointe, LLC | 2,108 | $374.2K | 0.12% | +238+12.7% | Added |
| Family Management Corp | 2,105 | $373.7K | 0.05% | +155+7.9% | Added |
| Purkiss Capital Advisors LLC | 2,105 | $373.7K | 0.18% | +15+0.7% | Added |
| Oxford Financial Group Ltd | 2,097 | $372.3K | 0.02% | −1,679−44.5% | Reduced |
| Bangor Savings Bank | 2,094 | $371.7K | 0.03% | −73−3.4% | Reduced |
| Manske Wealth Management | 2,088 | $370.7K | 0.11% | −16−0.8% | Reduced |
| North Star Asset Management Inc | 2,087 | $370.5K | 0.01% | −20−0.9% | Reduced |
| Asset Advisory Group, Inc. | 2,084 | $370.0K | 0.18% | +2,084 | New |
| Advus Financial Partners, LLC | 2,080 | $369.3K | 0.09% | −359−14.7% | Reduced |
| Mayfair Advisory Group, LLC | 2,027 | $368.7K | 0.14% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,076 | $368.6K | 0.03% | −8−0.4% | Reduced |
| Investment Partners, Ltd. | 2,075 | $368.3K | 0.13% | +3+0.1% | Added |
| Keebeck Wealth Management, LLC | 2,073 | $368.0K | 0.04% | +102+5.2% | Added |
| Odyssey Capital Advisors, Inc. | 2,068 | $367.2K | 0.33% | +2,068 | New |
| Cordoba Advisory Partners LLC | 2,060 | $365.7K | 0.09% | +2,060 | New |
| Everett Harris & Co | 2,059 | $365.5K | 0.00% | −75−3.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,058 | $365.5K | 0.19% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,055 | $364.8K | 0.07% | −12−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,050 | $363.9K | 0.02% | −371−15.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,048 | $363.6K | 0.05% | −41−2.0% | Reduced |
| Warther Private Wealth, LLC | 2,043 | $362.7K | 0.09% | +43+2.2% | Added |
| Paragon Private Wealth Management, LLC | 2,041 | $362.4K | 0.11% | +306+17.6% | Added |
| EntryPoint Capital, LLC | 2,041 | $362.3K | 0.14% | −2,141−51.2% | Reduced |
| ProVise Management Group, LLC | 2,024 | $359.3K | 0.03% | −26−1.3% | Reduced |
| Phillips Wealth Planners LLC | 1,960 | $359.3K | 0.29% | +6+0.3% | Added |
| Proficio Capital Partners LLC | 2,024 | $359.2K | 0.03% | −124−5.8% | Reduced |
| Investment Research Partners LLC | 2,023 | $359.1K | 0.15% | +2+0.1% | Added |
| Cambria Investment Management, L.P. | 2,021 | $358.8K | 0.02% | +246+13.9% | Added |
| Matthew Goff Investment Advisor, LLC | 2,018 | $358.3K | 0.06% | −324−13.8% | Reduced |
| TopTier Wealth Management, LLC | 2,016 | $357.9K | 0.24% | +2,016 | New |
| Interactive Financial Advisors | 2,003 | $355.6K | 0.23% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,000 | $355.1K | 0.19% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,000 | $355.1K | 0.22% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 2,000 | $355.1K | 0.40% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,997 | $354.5K | 0.18% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 1,996 | $354.4K | 0.23% | +155+8.4% | Added |
| Koss-Olinger Consulting, LLC | 1,996 | $354.0K | 0.03% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,989 | $353.0K | 0.07% | +1,989 | New |
| Capital Square, LLC | 1,986 | $352.6K | 0.18% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 1,985 | $352.4K | 0.14% | −38−1.9% | Reduced |
| TruWealth Advisors, LLC | 1,985 | $352.4K | 0.02% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 1,982 | $351.9K | 0.10% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,982 | $351.9K | 0.15% | +597+43.1% | Added |
| Stonebridge Financial Group, LLC | 1,974 | $350.4K | 0.30% | +1,974 | New |
| Silverlake Wealth Management LLC | 1,970 | $349.7K | 0.08% | −123−5.9% | Reduced |
| MQS Management LLC | 1,964 | $348.7K | 0.21% | +1,964 | New |
| Consilio Wealth Advisors, LLC | 1,962 | $348.3K | 0.10% | +11+0.6% | Added |
| Traynor Capital Management, Inc. | 1,961 | $348.0K | 0.02% | +471+31.6% | Added |
| Granite Harbor Advisors, Inc. | 1,954 | $346.9K | 0.15% | −47−2.3% | Reduced |
| NTV Asset Management LLC | 1,950 | $346.2K | 0.04% | −298−13.3% | Reduced |
| Thrive Capital Management, LLC | 1,946 | $345.5K | 0.08% | +115+6.3% | Added |
| Lifestyle Asset Management, Inc. | 1,942 | $344.8K | 0.11% | +93+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 1,936 | $343.7K | 0.00% | +1,936 | New |
| Caliber Wealth Management, LLC | 1,927 | $342.1K | 0.04% | +215+12.6% | Added |
| Neville Rodie & Shaw Inc | 1,926 | $342.0K | 0.02% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 1,852 | $341.8K | 0.11% | +1,852 | New |
| Reflection Asset Management | 1,919 | $340.7K | 0.24% | +1,919 | New |
| Wealth Management Associates, Inc. | 1,917 | $340.4K | 0.12% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,917 | $340.3K | 0.04% | +168+9.6% | Added |
| Kanawha Capital Management LLC | 1,914 | $339.8K | 0.02% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,909 | $339.0K | 0.12% | +30+1.6% | Added |
| FSM Wealth Advisors, LLC | 1,908 | $338.7K | 0.05% | +106+5.9% | Added |
| Chicago Capital, LLC | 1,907 | $338.6K | 0.01% | +32+1.7% | Added |
| Reicon Wealth Advisors, LLC | 1,900 | $337.3K | 0.25% | +1,900 | New |
| LCNB Corp | 1,900 | $337.3K | 0.11% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,896 | $336.8K | 0.03% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,894 | $336.3K | 0.04% | +78+4.3% | Added |
| BlackDiamond Wealth Management Inc. | 1,843 | $336.1K | 0.16% | +3+0.2% | Added |
| JB Capital LLC | 1,890 | $335.5K | 0.01% | +5+0.3% | Added |
| Balentine LLC | 1,881 | $333.9K | 0.01% | −64−3.3% | Reduced |