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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 1,370 | $243.2K | 0.08% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 1,369 | $243.0K | 0.07% | +50+3.8% | Added |
| Pitti Group Wealth Management, LLC | 1,369 | $243.0K | 0.20% | +2+0.1% | Added |
| PKS Advisory Services, LLC | 1,366 | $242.5K | 0.06% | −117−7.9% | Reduced |
| Vicus Capital | 1,359 | $241.3K | 0.02% | +1,359 | New |
| Silvant Capital Management LLC | 1,357 | $240.9K | 0.01% | 00.0% | Unchanged |
| Diversified Management Inc | 1,356 | $240.7K | 0.06% | +1,356 | New |
| Fiera Capital Corp | 1,355 | $240.6K | 0.00% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 1,352 | $240.0K | 0.12% | +1,352 | New |
| GK Wealth Management LLC | 1,350 | $239.8K | 0.18% | −63−4.5% | Reduced |
| Tortuga Wealth Management, Inc | 1,350 | $239.6K | 0.25% | +1,350 | New |
| Argos Wealth Advisors, LLC | 1,348 | $239.3K | 0.07% | +1,348 | New |
| Orleans Capital Management Corp | 1,347 | $239.1K | 0.15% | +1,347 | New |
| Piscataqua Savings Bank | 1,345 | $238.8K | 0.17% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,344 | $238.6K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,340 | $238.0K | 0.05% | +1,340 | New |
| Thoroughbred Financial Services, LLC | 1,339 | $237.0K | 0.01% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,314 | $236.5K | 0.17% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 1,329 | $235.9K | 0.27% | +1,329 | New |
| Tannin Capital LLC | 1,328 | $235.8K | 0.21% | +1,328 | New |
| Hall Capital Management Co Inc | 1,326 | $235.4K | 0.09% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 1,323 | $235.0K | 0.13% | −26−1.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,322 | $234.7K | 0.02% | +46+3.6% | Added |
| Blue Edge Capital, LLC | 1,320 | $234.3K | 0.03% | +1,320 | New |
| Pointe Capital Management LLC | 1,317 | $233.8K | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,316 | $233.6K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,316 | $233.6K | 0.03% | +28+2.2% | Added |
| Motive Wealth Advisors | 1,313 | $233.1K | 0.10% | −20−1.5% | Reduced |
| Trillium Asset Management, LLC | 1,314 | $233.0K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 1,230 | $232.6K | 0.01% | +1,230 | New |
| Saxon Interests, Inc. | 1,309 | $232.3K | 0.08% | −107−7.6% | Reduced |
| Krane Funds Advisors LLC | 1,308 | $232.2K | 0.01% | −111−7.8% | Reduced |
| Sunbeam Capital Management, LLC | 1,303 | $231.3K | 0.14% | +45+3.6% | Added |
| Canandaigua National Trust Co of Florida | 1,301 | $231.0K | 0.14% | +1,301 | New |
| Patten Group, Inc. | 1,296 | $230.1K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,295 | $229.9K | 0.03% | −603−31.8% | Reduced |
| Stiles Financial Services Inc | 1,291 | $229.2K | 0.07% | −67−4.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,288 | $228.7K | 0.06% | +1,288 | New |
| Cottage Street Advisors LLC | 1,282 | $227.5K | 0.10% | +13+1.0% | Added |
| Affinity Capital Advisors, LLC | 1,275 | $226.4K | 0.03% | +1,275 | New |
| Lederer & Associates Investment Counsel | 1,275 | $226.0K | 0.15% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,272 | $225.8K | 0.04% | −176−12.2% | Reduced |
| Regatta Capital Group, LLC | 1,271 | $225.6K | 0.03% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 1,270 | $225.5K | 0.07% | −26,477−95.4% | Reduced |
| StoryOne LLC | 0 | $223.9K | 0.14% | 0 | New |
| Planned Solutions, Inc. | 1,257 | $223.2K | 0.07% | +1,257 | New |
| Fortis Advisors, LLC | 1,253 | $222.4K | 0.12% | +1,253 | New |
| Private Capital Advisors, Inc. | 1,252 | $222.3K | 0.02% | +1,252 | New |
| Y.D. More Investments Ltd | 1,251 | $222.1K | 0.01% | −84−6.3% | Reduced |
| one8zero8, LLC | 1,250 | $221.9K | 0.05% | +1,250 | New |
| Capstone Financial Advisors, Inc. | 1,250 | $221.9K | 0.01% | +1,250 | New |
| Stephenson & Company, Inc. | 1,249 | $221.7K | 0.12% | +1,249 | New |
| Natural Investments, LLC | 1,247 | $221.0K | 0.06% | +1,247 | New |
| BlueStem Wealth Partners, LLC | 1,245 | $221.0K | 0.02% | −193−13.4% | Reduced |
| Mayport, LLC | 1,234 | $219.1K | 0.04% | +1,234 | New |
| Colonial Trust Co | 1,232 | $218.7K | 0.03% | +75+6.5% | Added |
| Arvest Bank Trust Division | 1,232 | $218.7K | 0.01% | +1,232 | New |
| Walker Asset Management, LLC | 1,229 | $218.1K | 0.12% | +1,229 | New |
| Smith, Moore & Co. | 1,227 | $217.7K | 0.02% | −32−2.5% | Reduced |
| J.Safra Asset Management Corp | 1,220 | $216.6K | 0.01% | +1,220 | New |
| Infrastructure Capital Advisors, LLC | 1,215 | $215.7K | 0.02% | −7,838−86.6% | Reduced |
| Watershed Private Wealth LLC | 1,213 | $215.4K | 0.06% | +1,213 | New |
| HBW Advisory Services LLC | 1,213 | $215.3K | 0.02% | +1,213 | New |
| Allstreet Capital Advisors LLC | 1,212 | $215.2K | 0.16% | +1,212 | New |
| DLD Asset Management, LP | 1,206 | $214.1K | 0.02% | +1,206 | New |
| Laurel Oak Wealth Management, LLC | 1,204 | $213.8K | 0.04% | +1,204 | New |
| Meridian Wealth Partners, LLC | 1,203 | $213.6K | 0.03% | +1,203 | New |
| Robinswood Financial LLC | 1,203 | $213.6K | 0.07% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 1,201 | $213.2K | 0.00% | −221−15.5% | Reduced |
| Johnson Financial Group, LLC | 1,201 | $213.2K | 0.01% | +1,201 | New |
| Eagle Wealth Advisors LLC | 1,201 | $213.2K | 0.18% | +1,201 | New |
| Trace Wealth Advisors, LLC | 1,200 | $213.0K | 0.15% | +1,200 | New |
| Alexis Investment Partners, LLC | 1,197 | $212.5K | 0.08% | −57−4.5% | Reduced |
| Ssi Investment Management LLC | 1,196 | $212.3K | 0.01% | +1,196 | New |
| BXM Wealth LLC | 9,006 | $212.2K | 0.16% | +6,516+261.7% | Added |
| Coastwise Capital Group, LLC | 1,195 | $212.2K | 0.11% | +1,195 | New |
| WESPAC Advisors, LLC | 1,194 | $212.0K | 0.11% | +1,194 | New |
| Wilkins Miller Wealth Management, LLC | 1,187 | $210.9K | 0.13% | +1,187 | New |
| Forbes J M & Co LLP | 1,186 | $210.6K | 0.02% | +1,186 | New |
| Sunburst Financial Group, LLC | 1,186 | $210.6K | 0.04% | +1,186 | New |
| Beto Financial Group, LLC | 1,135 | $210.1K | 0.14% | +1,135 | New |
| Twin Focus Capital Partners, LLC | 1,183 | $210.0K | 0.02% | +1,183 | New |
| First Western Trust Bank | 1,183 | $210.0K | 0.01% | +1,183 | New |
| Money Concepts Capital Corp | 1,182 | $209.8K | 0.01% | +1,182 | New |
| Evolution Wealth Advisors, LLC | 1,179 | $209.3K | 0.02% | −258−18.0% | Reduced |
| Seeds Investor LLC | 1,177 | $208.9K | 0.04% | +1,177 | New |
| Monticello Wealth Management, LLC | 1,172 | $208.1K | 0.01% | +1,172 | New |
| Verum Partners LLC | 1,168 | $207.4K | 0.04% | +1,168 | New |
| Kestra Investment Management, LLC | 1,167 | $207.2K | 0.01% | +1,167 | New |
| Strategic Wealth Advisors LLC | 1,170 | $207.0K | 0.18% | +1,170 | New |
| Sherman Asset Management, Inc. | 1,162 | $206.3K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,158 | $205.5K | 0.04% | +1,158 | New |
| Willis Johnson & Associates, Inc. | 1,157 | $205.5K | 0.01% | +1,157 | New |
| Spinnaker Trust | 1,157 | $205.4K | 0.01% | +1,157 | New |
| Paladin Advisory Group, LLC | 1,156 | $205.2K | 0.15% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,155 | $205.0K | 0.23% | +1,155 | New |
| Wealthquest Corp | 1,152 | $204.5K | 0.02% | +1,152 | New |
| Cogent Private Wealth, Inc. | 1,152 | $204.5K | 0.16% | +1,152 | New |
| Jackson Square Capital, LLC | 1,151 | $204.3K | 0.04% | +1,151 | New |
| Uhlmann Price Securities, LLC | 1,150 | $204.2K | 0.12% | −215−15.8% | Reduced |