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; 2,745 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 1,009,149 | $179.2M | 0.30% | +233,221+30.1% | Added |
| Junto Capital Management LP | 993,799 | $176.4M | 3.95% | −75,884−7.1% | Reduced |
| New York State Teachers Retirement System | 986,094 | $175.1M | 0.34% | −36,729−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 979,464 | $173.9M | 0.13% | −64,240−6.2% | Reduced |
| Victory Capital Management Inc | 970,308 | $172.3M | 0.10% | +80,237+9.0% | Added |
| Nordea Investment Management AB | 965,323 | $171.9M | 0.15% | +67,613+7.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 942,000 | $167.2M | 0.74% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 924,782 | $164.5M | 0.18% | +166,390+21.9% | Added |
| Adage Capital Partners GP, L.L.C. | 922,634 | $163.8M | 0.25% | −41,600−4.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 919,795 | $163.3M | 0.97% | +617,795+204.6% | Added |
| Swedbank AB | 906,141 | $160.9M | 0.16% | +16,953+1.9% | Added |
| Acadian Asset Management LLC | 888,587 | $157.7M | 0.26% | +111,491+14.3% | Added |
| Brandywine Global Investment Management, LLC | 877,171 | $155.7M | 1.04% | −16,791−1.9% | Reduced |
| Great West Life Assurance Co | 876,195 | $155.6M | 0.27% | −387,842−30.7% | Reduced |
| Mariner, LLC | 875,721 | $155.5M | 0.19% | +31,425+3.7% | Added |
| Pictet Asset Management Holding SA | 833,419 | $148.0M | 0.14% | +23,058+2.8% | Added |
| Storebrand Asset Management AS | 818,672 | $145.3M | 0.39% | −12,725−1.5% | Reduced |
| Alyeska Investment Group, L.P. | 813,389 | $144.4M | 0.41% | +813,389 | New |
| RBF Capital, LLC | 810,432 | $143.9M | 6.57% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 809,145 | $143.6M | 0.47% | −1,842−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 800,539 | $142.1M | 1.95% | −47,889−5.6% | Reduced |
| M&T Bank Corp | 798,576 | $141.8M | 0.46% | +26,500+3.4% | Added |
| National Bank of Canada | 791,163 | $140.5M | 0.14% | +468,209+145.0% | Added |
| Zurich Insurance Group Ltd | 786,539 | $139.6M | 0.97% | +786,539 | New |
| Korea Investment CORP | 785,222 | $139.4M | 0.27% | −4,347−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 764,583 | $135.7M | 0.69% | +20,783+2.8% | Added |
| Federated Hermes, Inc. | 762,148 | $135.3M | 0.23% | +150,310+24.6% | Added |
| Bank of Nova Scotia | 760,478 | $135.0M | 0.20% | +475,151+166.5% | Added |
| SEI Investments Co | 743,539 | $132.0M | 0.13% | +187,600+33.7% | Added |
| US Bancorp | 741,472 | $131.6M | 0.15% | −2,417−0.3% | Reduced |
| Danske Bank A/S | 739,230 | $131.2M | 0.31% | +84,366+12.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 738,474 | $131.1M | 0.34% | +203,342+38.0% | Added |
| Kames Capital plc | 716,857 | $127.3M | 1.51% | −55,638−7.2% | Reduced |
| Tudor Investment Corp Et Al | 712,236 | $126.4M | 0.69% | +701,436+6,494.8% | Added |
| Rathbone Brothers plc | 705,425 | $125.2M | 0.49% | −66,494−8.6% | Reduced |
| Squarepoint Ops LLC | 684,900 | $121.6M | 0.25% | −806,048−54.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 684,221 | $121.5M | 0.17% | +22,367+3.4% | Added |
| Quantinno Capital Management LP | 670,483 | $119.0M | 0.24% | +160,243+31.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 664,173 | $118.1M | 0.33% | +657,704+10,167.0% | Added |
| Aristotle Capital Management, LLC | 663,487 | $117.8M | 0.24% | −118,000−15.1% | Reduced |
| Royal London Asset Management Ltd | 656,132 | $116.5M | 0.25% | +7,675+1.2% | Added |
| Asset Management One Co.,Ltd. | 646,571 | $116.1M | 0.32% | +65,246+11.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 646,765 | $115.8M | 0.33% | +646,765 | New |
| State of Wisconsin Investment Board | 651,061 | $115.6M | 0.26% | −13,088−2.0% | Reduced |
| Point72 Asset Management, L.P. | 650,088 | $115.4M | 0.18% | +343,628+112.1% | Added |
| Rokos Capital Management LLP | 624,962 | $111.0M | 1.63% | +593,570+1,890.8% | Added |
| UniSuper Management Pty Ltd | 622,952 | $110.6M | 0.66% | −758−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 618,388 | $109.8M | 0.30% | −6,657−1.1% | Reduced |
| Mackenzie Financial Corp | 606,800 | $108.5M | 0.13% | +191,867+46.2% | Added |
| Capital World Investors | 608,950 | $108.1M | 0.01% | −5,048,925−89.2% | Reduced |
| APG Asset Management N.V. | 703,634 | $106.4M | 0.30% | −202,632−22.4% | Reduced |
| Artisan Partners Limited Partnership | 594,431 | $105.5M | 0.16% | −144,957−19.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,181 | $102.6M | 0.22% | +10,823+1.9% | Added |
| First Trust Advisors LP | 565,753 | $100.4M | 0.07% | +32,664+6.1% | Added |
| Truist Financial Corp | 565,029 | $100.3M | 0.13% | +3,488+0.6% | Added |
| Worldquant Millennium Advisors LLC | 556,778 | $98.8M | 0.38% | +112,377+25.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 556,628 | $98.8M | 4.71% | −15,255−2.7% | Reduced |
| TD Asset Management Inc | 547,911 | $97.3M | 0.08% | +1,970+0.4% | Added |
| TCW Group Inc | 547,779 | $97.2M | 0.70% | −1,687−0.3% | Reduced |
| Toronto Dominion Bank | 545,497 | $96.8M | 0.17% | −161,346−22.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 530,531 | $94.3M | 0.29% | +530,531 | New |
| Nisa Investment Advisors, LLC | 530,847 | $94.2M | 0.31% | −232,741−30.5% | Reduced |
| DJE Kapital AG | 513,855 | $91.9M | 2.54% | +182,784+55.2% | Added |
| CIBC World Markets Inc. | 517,476 | $91.9M | 0.16% | −18,347−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 509,902 | $90.5M | 0.23% | +5,467+1.1% | Added |
| Capital Advisors Inc | 506,859 | $90.0M | 1.45% | −1,184−0.2% | Reduced |
| MML Investors Services, LLC | 503,125 | $89.3M | 0.22% | +24,178+5.0% | Added |
| KLP Kapitalforvaltning AS | 494,989 | $87.9M | 0.34% | −900−0.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 484,783 | $86.1M | 1.55% | −37,181−7.1% | Reduced |
| Man Group plc | 484,021 | $85.9M | 0.16% | −1,516−0.3% | Reduced |
| Treasurer of the State of North Carolina | 482,575 | $85.7M | 0.27% | −35,255−6.8% | Reduced |
| Employees Retirement System of Texas | 482,500 | $85.7M | 0.70% | +65,100+15.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 473,356 | $84.0M | 0.20% | −2,714−0.6% | Reduced |
| Pzena Investment Management LLC | 472,239 | $83.8M | 0.25% | −313,358−39.9% | Reduced |
| Public Employees Retirement System of Ohio | 471,431 | $83.7M | 0.26% | +2,603+0.6% | Added |
| Donaldson Capital Management, LLC | 462,510 | $82.1M | 2.61% | −4,736−1.0% | Reduced |
| Credit Agricole S A | 460,669 | $81.8M | 0.23% | +252,547+121.3% | Added |
| Creative Planning | 455,277 | $80.8M | 0.06% | +31,408+7.4% | Added |
| Handelsbanken Fonder AB | 455,102 | $80.8M | 0.24% | +6,050+1.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 453,087 | $80.4M | 0.40% | +2,656+0.6% | Added |
| Pinnacle Associates Ltd | 451,844 | $80.2M | 1.03% | −1,952−0.4% | Reduced |
| State of Tennessee, Treasury Department | 431,847 | $78.9M | 0.25% | −3,522−0.8% | Reduced |
| Calamos Advisors LLC | 444,534 | $78.9M | 0.32% | −38,418−8.0% | Reduced |
| AQR Capital Management LLC | 442,740 | $78.6M | 0.04% | +83,947+23.4% | Added |
| Gateway Investment Advisers LLC | 439,349 | $78.0M | 0.73% | +1,009+0.2% | Added |
| Primecap Management Co | 432,388 | $76.8M | 0.06% | −96,583−18.3% | Reduced |
| Virginia Retirement Systems Et Al | 432,000 | $76.7M | 0.46% | −222,400−34.0% | Reduced |
| Candriam Luxembourg S.C.A. | 430,297 | $76.4M | 0.38% | −69,730−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 429,669 | $76.3M | 0.14% | +64,401+17.6% | Added |
| Ofi Invest Asset Management | 499,208 | $75.6M | 1.08% | +108,260+27.7% | Added |
| Banco Santander, S.A. | 416,761 | $74.0M | 0.55% | −4,857−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 413,716 | $73.4M | 0.27% | −8,914−2.1% | Reduced |
| Freestone Grove Partners LP | 410,395 | $72.9M | 0.53% | +410,395 | New |
| Commonwealth Equity Services, LLC | 408,037 | $72.4M | 0.10% | −34,788−7.9% | Reduced |
| Colony Group, LLC | 386,852 | $68.7M | 0.08% | +150,054+63.4% | Added |
| Todd Asset Management LLC | 378,450 | $67.2M | 1.31% | −680−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 376,397 | $66.8M | 2.08% | +211,536+128.3% | Added |
| Resona Asset Management Co.,Ltd. | 374,243 | $66.6M | 0.32% | −15,864−4.1% | Reduced |
| Macquarie Group Ltd | 374,795 | $66.5M | 0.29% | −1,206,770−76.3% | Reduced |
| Rafferty Asset Management, LLC | 370,693 | $65.8M | 0.23% | −35,300−8.7% | Reduced |