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 |
|---|---|---|---|---|---|
| TPG Advisors LLC | 1,150 | $204.2K | 0.13% | +1,150 | New |
| Aviso Wealth Management | 1,146 | $203.5K | 0.09% | +1,146 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,145 | $203.3K | 0.12% | +1,145 | New |
| Oarsman Capital, Inc. | 1,141 | $202.6K | 0.03% | +1,141 | New |
| NorthStar Asset Management LLC | 1,140 | $202.4K | 0.09% | +1,140 | New |
| Curran Financial Partners, LLC | 1,138 | $202.0K | 0.04% | +1,138 | New |
| Steigerwald, Gordon & Koch Inc. | 1,137 | $201.9K | 0.02% | +127+12.6% | Added |
| Semus Wealth Partners LLC | 1,137 | $201.8K | 0.11% | +1,137 | New |
| Iron Financial, LLC | 1,136 | $201.7K | 0.09% | +1,136 | New |
| Unified Investment Management | 1,136 | $201.6K | 0.20% | +1,136 | New |
| BAM Wealth Management, LLC | 1,132 | $200.9K | 0.15% | +1,132 | New |
| Ambassador Advisors, LLC | 1,129 | $200.5K | 0.03% | +1,129 | New |
| General Partner, Inc. | 1,107 | $196.5K | 0.11% | 00.0% | Unchanged |
| AXS Investments LLC | 1,101 | $195.5K | 0.07% | −99−8.3% | Reduced |
| Millstone Evans Group, LLC | 1,083 | $192.3K | 0.11% | 00.0% | Unchanged |
| TSFG, LLC | 1,067 | $190.0K | 0.03% | +1+0.1% | Added |
| Covestor Ltd | 1,068 | $190.0K | 0.10% | +241+29.1% | Added |
| Farmers & Merchants Investments Inc | 1,062 | $188.5K | 0.01% | −166−13.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,045 | $185.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,020 | $181.1K | 0.03% | +24+2.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,014 | $180.3K | 0.05% | +1+0.1% | Added |
| Intesa Sanpaolo Wealth Management | 1,014 | $180.0K | 0.04% | +1,014 | New |
| Sumitomo Mitsui Financial Group, Inc. | 1,000 | $179.9K | 0.00% | +1,000 | New |
| Signature Equity Partners, LLC | 1,007 | $178.7K | 0.10% | +1,007 | New |
| CKW Financial Group | 1,000 | $178.0K | 0.02% | +1,000 | New |
| Monetary Management Group Inc | 1,000 | $177.5K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $177.5K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $177.5K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 987 | $175.2K | 0.11% | +76+8.3% | Added |
| Keating Financial Advisory Services, Inc. | 981 | $174.2K | 0.02% | +981 | New |
| High Point Wealth Management, LLC | 981 | $174.2K | 0.16% | +981 | New |
| MV Capital Management, Inc. | 977 | $173.4K | 0.02% | +6+0.6% | Added |
| Cedar Mountain Advisors, LLC | 971 | $172.4K | 0.03% | +4+0.4% | Added |
| Trust Co | 963 | $171.0K | 0.02% | +208+27.5% | Added |
| eCIO, Inc. | 941 | $167.1K | 0.08% | −397−29.7% | Reduced |
| Havemeyer Place LP | 941 | $167.1K | 0.03% | +941 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 901 | $166.8K | 0.07% | +893+11,162.5% | Added |
| Hollencrest Capital Management | 930 | $165.1K | 0.01% | −4,909−84.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 924 | $164.0K | 0.07% | −31−3.2% | Reduced |
| Bogart Wealth, LLC | 917 | $162.8K | 0.01% | −64−6.5% | Reduced |
| Wellington Shields & Co., LLC | 911 | $161.7K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 890 | $158.1K | 0.01% | +372+71.8% | Added |
| GGM Financials LLC | 885 | $157.2K | 0.08% | +5+0.6% | Added |
| Ogorek Anthony Joseph | 886 | $157.0K | 0.04% | −59−6.2% | Reduced |
| Chesapeake Asset Management LLC | 884 | $156.9K | 0.13% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 879 | $156.0K | 0.06% | +694+375.1% | Added |
| Hanson & Doremus Investment Management | 880 | $156.0K | 0.02% | +3+0.3% | Added |
| Modus Advisors, LLC | 860 | $152.6K | 0.04% | +860 | New |
| Kozak & Associates, Inc. | 816 | $152.1K | 0.03% | −59−6.7% | Reduced |
| LRI Investments, LLC | 855 | $151.8K | 0.01% | +208+32.1% | Added |
| Ancora Advisors, LLC | 827 | $146.8K | 0.00% | +455+122.3% | Added |
| WPG Advisers, LLC | 818 | $145.2K | 0.11% | +303+58.8% | Added |
| Rocky Mountain Advisers, LLC | 815 | $144.7K | 0.04% | +5+0.6% | Added |
| Thompson Investment Management, Inc. | 808 | $143.4K | 0.02% | −78−8.8% | Reduced |
| HHM Wealth Advisors, LLC | 807 | $143.3K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 802 | $142.5K | 0.01% | −136−14.5% | Reduced |
| Park Circle Co | 800 | $142.0K | 0.13% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 799 | $141.9K | 0.05% | +26+3.4% | Added |
| Cranbrook Wealth Management, LLC | 780 | $138.5K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 749 | $133.0K | 0.03% | +724+2,896.0% | Added |
| Fortitude Family Office, LLC | 734 | $130.3K | 0.03% | +2+0.3% | Added |
| Wall Street Access Asset Management, LLC | 730 | $129.6K | 0.03% | +18+2.5% | Added |
| Murphy & Mullick Capital Management Corp | 726 | $128.9K | 0.09% | +101+16.2% | Added |
| Ameliora Wealth Management Ltd. | 724 | $128.5K | 0.04% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 717 | $127.3K | 0.19% | +717 | New |
| 1248 Management, LLC | 714 | $126.8K | 0.07% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 702 | $124.6K | 0.09% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 699 | $124.1K | 0.01% | −60−7.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 695 | $123.4K | 0.02% | +695 | New |
| Atlantic Trust, LLC | 693 | $123.0K | 0.02% | −45−6.1% | Reduced |
| Tobam | 693 | $123.0K | 0.03% | +209+43.2% | Added |
| Salomon & Ludwin, LLC | 659 | $122.9K | 0.01% | +145+28.2% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $121.7K | 0.01% | −9−1.3% | Reduced |
| Bell Investment Advisors, Inc | 684 | $121.4K | 0.02% | +25+3.8% | Added |
| DAGCO, Inc. | 681 | $120.9K | 0.03% | +4+0.6% | Added |
| Essential Investment Partners LLC | 672 | $119.3K | 0.11% | +672 | New |
| Jessup Wealth Management, Inc | 669 | $118.8K | 0.04% | +669 | New |
| Sachetta, LLC | 662 | $117.6K | 0.06% | −1,826−73.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $115.9K | 0.03% | 00.0% | Unchanged |
| Align Financial, LLC | 115,217 | $115.2K | 0.07% | +115,217 | New |
| Navalign, LLC | 639 | $113.4K | 0.03% | +639 | New |
| Rowland & Co Investment Counsel | 611 | $108.5K | 0.02% | +611 | New |
| UMA Financial Services, Inc. | 607 | $107.8K | 0.01% | +39+6.9% | Added |
| Hager Investment Management Services, LLC | 600 | $106.5K | 0.06% | −71−10.6% | Reduced |
| United Financial Planning Group LLC | 588 | $104.4K | 0.06% | 00.0% | Unchanged |
| Wellington Grp LLC | 587 | $104.2K | 0.03% | +587 | New |
| Horrell Capital Management, Inc. | 583 | $103.5K | 0.05% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $102.1K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $100.8K | 0.03% | −114−16.7% | Reduced |
| BFSG, LLC | 560 | $99.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 554 | $98.4K | 0.04% | −111−16.7% | Reduced |
| ORG Partners LLC | 541 | $96.0K | 0.02% | +24+4.6% | Added |
| Curio Wealth, LLC | 527 | $95.7K | 0.03% | +527 | New |
| Delos Wealth Advisors, LLC | 531 | $94.3K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 522 | $92.7K | 0.02% | +7+1.4% | Added |
| ORG Wealth Partners, LLC | 514 | $91.2K | 0.02% | −1,166−69.4% | Reduced |
| McIlrath & Eck, LLC | 513 | $91.1K | 0.01% | +487+1,873.1% | Added |
| CBIZ Investment Advisory Services, LLC | 502 | $89.1K | 0.00% | +55+12.3% | Added |
| Corsicana & Co. | 500 | $88.8K | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $88.8K | 0.00% | 00.0% | Unchanged |