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
- 2,532
- +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
- 836 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 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 1,634 | $290.0K | 0.00% | +212+14.9% | Added |
| Godsey & Gibb Associates | 1,626 | $288.7K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,625 | $288.5K | 0.02% | +104+6.8% | Added |
| Warwick Investment Management, Inc. | 1,625 | $288.5K | 0.04% | −205−11.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,619 | $287.4K | 0.09% | −30−1.8% | Reduced |
| Washington Trust Bank | 1,611 | $286.0K | 0.02% | +37+2.4% | Added |
| MinichMacGregor Wealth Management, LLC | 1,607 | $285.3K | 0.05% | +1,607 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $285.0K | 0.03% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $284.0K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $284.0K | 0.11% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,600 | $284.0K | 0.29% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,598 | $283.7K | 0.04% | −505−24.0% | Reduced |
| FLC Capital Advisors | 1,595 | $283.2K | 0.05% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,584 | $281.2K | 0.02% | +35+2.3% | Added |
| Brown Wealth Management, LLC | 1,578 | $280.1K | 0.07% | +81+5.4% | Added |
| TFC Financial Management | 1,571 | $279.0K | 0.03% | +1+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,571 | $278.9K | 0.03% | −117−6.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,483 | $278.4K | 0.04% | +1,483 | New |
| Summitry LLC | 1,567 | $278.2K | 0.01% | +261+20.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,565 | $277.9K | 0.06% | +3+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,563 | $277.5K | 0.05% | +1,563 | New |
| Silver Grove Financial Group, Inc. | 1,561 | $277.1K | 0.24% | −53−3.3% | Reduced |
| Roof Eidam & Maycock | 1,560 | $276.9K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,557 | $276.4K | 0.01% | +41+2.7% | Added |
| Pinnacle Financial Group, LLC | 1,554 | $275.9K | 0.08% | +110+7.6% | Added |
| Fiduciary Wealth Partners, LLC | 1,553 | $275.7K | 0.11% | −32−2.0% | Reduced |
| Valley Financial Group, Inc. | 1,547 | $274.6K | 0.15% | −15−1.0% | Reduced |
| Novare Capital Management LLC | 1,547 | $274.6K | 0.02% | +1,547 | New |
| Landaas & Co | 1,546 | $274.5K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,543 | $273.9K | 0.11% | 00.0% | Unchanged |
| BankChampaign, National Association | 1,543 | $273.9K | 0.27% | +1,543 | New |
| Channel Wealth LLC | 1,542 | $273.8K | 0.07% | −64−4.0% | Reduced |
| STAR Financial Bank | 1,541 | $273.6K | 0.14% | −75−4.6% | Reduced |
| Ashton Thomas Securities, LLC | 1,536 | $272.7K | 0.05% | +1+0.1% | Added |
| Sound Income Strategies, LLC | 1,442 | $272.6K | 0.01% | +949+192.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,533 | $272.2K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,532 | $272.0K | 0.02% | +1,532 | New |
| Dividend Assets Capital, LLC | 1,531 | $271.8K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,526 | $271.0K | 0.14% | −68−4.3% | Reduced |
| MPS Loria Financial Planners, LLC | 1,518 | $269.6K | 0.07% | +186+14.0% | Added |
| Fusion Capital, LLC | 1,518 | $269.5K | 0.08% | −198−11.5% | Reduced |
| Bravera Wealth | 1,511 | $268.2K | 0.13% | +1,511 | New |
| AssuredPartners Investment Advisors, LLC | 1,510 | $268.1K | 0.04% | −8−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,509 | $267.9K | 0.04% | −680−31.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,509 | $267.9K | 0.01% | +159+11.8% | Added |
| Cozad Asset Management Inc | 1,508 | $267.7K | 0.02% | −325−17.7% | Reduced |
| Wealth Architects, LLC | 1,508 | $267.7K | 0.02% | +1,508 | New |
| Aviance Capital Partners, LLC | 1,507 | $267.5K | 0.03% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,500 | $266.3K | 0.14% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $266.0K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,498 | $265.9K | 0.11% | +233+18.4% | Added |
| Falcon Wealth Planning | 1,495 | $265.5K | 0.02% | +232+18.4% | Added |
| Fortis Group Advisors, LLC | 1,444 | $264.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,479 | $262.6K | 0.03% | +1,479 | New |
| Ransom Advisory, Ltd | 1,469 | $260.8K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,467 | $260.4K | 0.03% | +1,467 | New |
| TABR Capital Management, LLC | 1,466 | $260.3K | 0.17% | +1,466 | New |
| Syverson Strege & Co | 1,462 | $259.5K | 0.06% | −110−7.0% | Reduced |
| Long Road Investment Counsel, LLC | 1,461 | $259.4K | 0.10% | 00.0% | Unchanged |
| TrustBank | 1,457 | $258.7K | 0.11% | +1,457 | New |
| Colonial River Wealth Management, LLC | 1,457 | $258.6K | 0.09% | +1,457 | New |
| Red Wave Investments LLC | 1,452 | $257.8K | 0.08% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,451 | $257.6K | 0.14% | +68+4.9% | Added |
| BIP Wealth, LLC | 1,450 | $257.5K | 0.01% | −16−1.1% | Reduced |
| Harrell Investment Partners, LLC | 1,450 | $257.4K | 0.06% | −67−4.4% | Reduced |
| Coordinated Financial Services, Inc. | 1,449 | $257.2K | 0.15% | +78+5.7% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,448 | $257.1K | 0.03% | +1,448 | New |
| Lineweaver Wealth Advisors, LLC | 1,446 | $256.7K | 0.04% | +1,446 | New |
| Powers Advisory Group, LLC | 1,443 | $256.1K | 0.10% | +56+4.0% | Added |
| New World Advisors LLC | 1,439 | $255.5K | 0.04% | +135+10.4% | Added |
| Goldstein Advisors, LLC | 1,434 | $254.6K | 0.03% | +50+3.6% | Added |
| Bruce G. Allen Investments, LLC | 1,433 | $254.4K | 0.17% | −101−6.6% | Reduced |
| Manchester Capital Management LLC | 1,429 | $253.7K | 0.03% | +83+6.2% | Added |
| Trust Co of Oklahoma | 1,426 | $253.2K | 0.07% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,425 | $252.9K | 0.07% | +1,425 | New |
| EPG Wealth Management LLC | 1,424 | $252.8K | 0.07% | +32+2.3% | Added |
| Firethorn Wealth Partners, LLC | 1,423 | $252.7K | 0.09% | +19+1.4% | Added |
| Meridian Financial, LLC | 1,423 | $252.6K | 0.14% | +21+1.5% | Added |
| ABLE Financial Group, LLC | 1,421 | $252.3K | 0.05% | +1,421 | New |
| ShoreHaven Wealth Partners, LLC | 1,420 | $252.3K | 0.09% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,414 | $251.0K | 0.86% | +97+7.4% | Added |
| Resources Management Corp | 1,415 | $251.0K | 0.03% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,412 | $250.7K | 0.04% | +1,412 | New |
| Act Wealth Management, LLC | 1,412 | $250.7K | 0.08% | +1,412 | New |
| Commonwealth Financial Services, LLC | 1,412 | $250.7K | 0.04% | +25+1.8% | Added |
| Whalerock Point Partners, LLC | 1,410 | $250.3K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,409 | $250.1K | 0.03% | −1,249−47.0% | Reduced |
| 626 Financial, LLC | 1,404 | $249.3K | 0.11% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 1,403 | $249.1K | 0.22% | +1,403 | New |
| Banque Transatlantique SA | 1,398 | $248.2K | 0.01% | +1,168+507.8% | Added |
| Indiana Trust & Investment Management CO | 1,394 | $247.5K | 0.07% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 1,390 | $246.8K | 0.22% | +1,390 | New |
| Sargent Investment Group, LLC | 1,387 | $246.2K | 0.03% | +1,387 | New |
| Altar Rock LLC | 1,385 | $245.9K | 0.29% | +1,385 | New |
| West Paces Advisors Inc. | 1,384 | $245.7K | 0.05% | +1,384 | New |
| Genesis Private Wealth, LLC | 1,383 | $245.5K | 0.08% | +49+3.7% | Added |
| Bridges Investment Management Inc | 1,379 | $244.8K | 0.00% | +1,379 | New |
| Fire Capital Management LLC | 1,374 | $243.9K | 0.12% | +50+3.8% | Added |
| Traphagen Investment Advisors LLC | 1,371 | $243.5K | 0.02% | −16−1.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,335 | $243.4K | 0.07% | +1,335 | New |