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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 1,880 | $333.8K | 0.05% | +1,880 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,877 | $333.3K | 0.01% | +244+14.9% | Added |
| Norway Savings Bank | 1,877 | $333.2K | 0.15% | −19−1.0% | Reduced |
| Atlas Capital Advisors LLC | 1,877 | $333.2K | 0.04% | +1,877 | New |
| Palisades Hudson Asset Management, L.P. | 1,878 | $333.0K | 0.13% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,875 | $332.9K | 0.02% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,874 | $332.7K | 0.11% | +1,874 | New |
| Birch Hill Investment Advisors LLC | 1,871 | $332.2K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,871 | $332.2K | 0.03% | +187+11.1% | Added |
| LJI Wealth Management, LLC | 1,871 | $332.2K | 0.05% | +259+16.1% | Added |
| King Wealth | 1,871 | $332.0K | 0.04% | −119−6.0% | Reduced |
| Wedge Capital Management L L P | 1,870 | $332.0K | 0.01% | −117−5.9% | Reduced |
| J2 Capital Management Inc | 1,869 | $331.8K | 0.24% | −136−6.8% | Reduced |
| Frederick Financial Consultants, LLC | 1,863 | $330.7K | 0.18% | +12+0.6% | Added |
| Meramec Financial Planners, LLC | 1,837 | $330.6K | 0.13% | +1,837 | New |
| Tyche Wealth Partners LLC | 1,860 | $330.2K | 0.05% | +1+0.1% | Added |
| WP Advisors, LLC | 1,859 | $330.1K | 0.08% | +111+6.4% | Added |
| Gold Investment Management Ltd. | 1,856 | $329.5K | 0.11% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,849 | $328.2K | 0.03% | −1,440−43.8% | Reduced |
| BKM Wealth Management, LLC | 1,848 | $328.1K | 0.12% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,847 | $328.0K | 0.07% | +83+4.7% | Added |
| Lafayette Investments, Inc. | 1,847 | $327.9K | 0.06% | +1,847 | New |
| Wellington-Altus USA Inc. | 1,838 | $326.3K | 0.24% | +1,838 | New |
| Expressive Wealth LLC | 1,837 | $326.1K | 0.35% | +1,837 | New |
| Opal Capital LLC | 1,786 | $325.6K | 0.08% | +1,786 | New |
| Kohmann Bosshard Financial Services, LLC | 1,829 | $324.7K | 0.03% | −140−7.1% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,828 | $324.5K | 0.27% | +1,828 | New |
| D'Orazio & Associates, Inc. | 1,826 | $324.2K | 0.04% | +13+0.7% | Added |
| August Group Capital Ltd | 1,826 | $324.2K | 0.36% | +1,826 | New |
| Pflug Koory, LLC | 1,824 | $323.8K | 0.15% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,824 | $323.8K | 0.18% | +1,824 | New |
| Auour Investments LLC | 1,820 | $323.1K | 0.10% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,818 | $322.7K | 0.05% | +130+7.7% | Added |
| Vantus Wealth LLC | 1,816 | $322.4K | 0.24% | +1,816 | New |
| Wallace Advisory Group, LLC | 1,813 | $321.9K | 0.34% | −1,059−36.9% | Reduced |
| Tempo Wealth, LLC | 1,811 | $321.6K | 0.06% | +1,811 | New |
| XY Planning Network, Inc. | 1,808 | $321.0K | 0.06% | +149+9.0% | Added |
| DF Dent & Co Inc | 1,805 | $320.4K | 0.00% | −2,528−58.3% | Reduced |
| Westwood Holdings Group Inc. | 1,805 | $320.4K | 0.00% | +152+9.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,804 | $320.2K | 0.07% | −77−4.1% | Reduced |
| Athena Investment Management | 1,803 | $320.1K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,757 | $319.6K | 0.11% | −36−2.0% | Reduced |
| Reik & Co., LLC | 1,800 | $319.6K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $319.6K | 0.09% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $319.6K | 0.23% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,799 | $319.4K | 0.04% | +111+6.6% | Added |
| Riggs Asset Managment Co. Inc. | 1,797 | $319.0K | 0.06% | −6−0.3% | Reduced |
| 49 Wealth Management, LLC | 1,786 | $317.0K | 0.03% | +44+2.5% | Added |
| Hidden Cove Wealth Management, LLC | 1,784 | $316.7K | 0.20% | +123+7.4% | Added |
| Westmount Partners, LLC | 1,782 | $316.4K | 0.08% | +102+6.1% | Added |
| Blueshift Asset Management, LLC | 1,780 | $316.0K | 0.09% | +1,780 | New |
| Holistic Financial Partners | 1,779 | $315.8K | 0.11% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,778 | $315.6K | 0.03% | −33−1.8% | Reduced |
| Leeward Financial Partners, LLC | 1,777 | $315.5K | 0.09% | −201−10.2% | Reduced |
| Black Swift Group, LLC | 1,773 | $314.8K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,770 | $314.2K | 0.08% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,767 | $313.7K | 0.05% | +58+3.4% | Added |
| Old Point Trust & Financial Services N A | 1,767 | $313.7K | 0.10% | +448+34.0% | Added |
| Ewa, LLC | 1,766 | $313.6K | 0.08% | +199+12.7% | Added |
| Headinvest, LLC | 1,766 | $313.5K | 0.06% | +199+12.7% | Added |
| Bank Ozk | 1,765 | $313.3K | 0.11% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,760 | $312.5K | 0.03% | −30−1.7% | Reduced |
| Cascades Capital Asset Management, LLC | 1,756 | $311.8K | 0.13% | +1,756 | New |
| Maltin Wealth Management, Inc. | 1,752 | $311.0K | 0.12% | +16+0.9% | Added |
| Southland Equity Partners LLC | 1,749 | $310.5K | 0.06% | −11−0.6% | Reduced |
| Bingham Private Wealth, LLC | 1,744 | $309.6K | 0.27% | +1,744 | New |
| Carrera Capital Advisors | 1,740 | $309.0K | 0.05% | +69+4.1% | Added |
| Grunden Financial Advisory, Inc. | 1,740 | $308.9K | 0.12% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,738 | $308.5K | 0.06% | +86+5.2% | Added |
| Virtus ETF Advisers LLC | 1,733 | $307.7K | 0.15% | −68−3.8% | Reduced |
| Catalina Capital Group, LLC | 1,730 | $307.0K | 0.19% | +10+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 1,729 | $306.9K | 0.06% | +62+3.7% | Added |
| Massachusetts Wealth Management | 1,725 | $306.2K | 0.14% | −25−1.4% | Reduced |
| Weatherly Asset Management L. P. | 1,724 | $306.1K | 0.02% | +9+0.5% | Added |
| Noesis Capital Mangement Corp | 1,715 | $304.5K | 0.04% | +49+2.9% | Added |
| Park Place Capital Corp | 1,714 | $304.3K | 0.06% | −31−1.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,708 | $303.2K | 0.14% | +1,708 | New |
| Keystone Financial Group | 1,707 | $303.1K | 0.02% | +7+0.4% | Added |
| Aries Wealth Management | 1,707 | $303.0K | 0.07% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,700 | $301.8K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $301.8K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 1,698 | $301.4K | 0.05% | +1,698 | New |
| Kennedy Investment Group | 1,696 | $301.0K | 0.11% | +7+0.4% | Added |
| Deseret Mutual Benefit Administrators | 1,693 | $300.6K | 0.13% | −65−3.7% | Reduced |
| Grant Private Wealth Management Inc | 1,688 | $299.7K | 0.18% | −204−10.8% | Reduced |
| Rise Advisors, LLC | 1,688 | $299.6K | 0.11% | −85−4.8% | Reduced |
| Centurion Wealth Management LLC | 1,686 | $299.3K | 0.07% | +17+1.0% | Added |
| Richard P Slaughter Associates Inc | 1,683 | $298.8K | 0.06% | −14−0.8% | Reduced |
| Liberty Wealth Management LLC | 1,680 | $298.2K | 0.04% | +133+8.6% | Added |
| Cypress Capital Group | 1,679 | $298.2K | 0.03% | −72−4.1% | Reduced |
| Schrum Private Wealth Management LLC | 1,668 | $296.2K | 0.22% | +3+0.2% | Added |
| VisionPoint Advisory Group, LLC | 1,667 | $295.9K | 0.06% | +174+11.7% | Added |
| Jaffetilchin Investment Partners, LLC | 1,665 | $295.6K | 0.02% | +13+0.8% | Added |
| CFO4Life Group, LLC | 1,665 | $295.6K | 0.04% | −23−1.4% | Reduced |
| Biltmore Family Office, LLC | 1,660 | $294.7K | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,658 | $294.3K | 0.03% | +4+0.2% | Added |
| Per Stirling Capital Management, LLC. | 1,651 | $293.0K | 0.03% | −3−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,646 | $292.2K | 0.08% | −1,863−53.1% | Reduced |
| AGH Wealth Advisors, LLC | 1,646 | $292.2K | 0.22% | −154−8.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,645 | $292.1K | 0.02% | +7+0.4% | Added |