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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
2,532
+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.

Institutional holdersQ4 2025: 2,532 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,672 institutionsQ2 2022: 1,606 institutionsQ3 2022: 1,585 institutionsQ4 2022: 1,681 institutionsQ1 2023: 1,673 institutionsQ2 2023: 1,688 institutionsQ3 2023: 1,670 institutionsQ4 2023: 1,760 institutionsQ1 2024: 1,798 institutionsQ2 2024: 1,828 institutionsQ3 2024: 1,874 institutionsQ4 2024: 2,117 institutionsQ1 2025: 2,103 institutionsQ2 2025: 2,208 institutionsQ3 2025: 2,265 institutionsQ4 2025: 2,532 institutionsQ1 2026: 2,513 institutionsQ2 2026: 2,745 institutions
Value heldQ4 2025: $239.4B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,513$218.0B
Q4 20252,532$239.4B
Q3 20252,265$211.9B
Q2 20252,208$190.6B
Q1 20252,103$159.1B
Q4 20242,117$170.9B
Q3 20241,874$141.1B
Q2 20241,828$131.2B
Q1 20241,798$127.8B
Q4 20231,760$128.3B
Q3 20231,670$112.7B
Q2 20231,688$118.7B
Q1 20231,673$124.1B
Q4 20221,681$120.2B
Q3 20221,585$112.7B
Q2 20221,606$109.6B
Q1 20221,672$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q3 2025.

Institutions holding MS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DV Trading LLC500$88.8K0.01%+500New
Union Savings Bank499$88.6K0.04%+499New
Beutel, Goodman & Co Ltd.500$88.0K0.00%00.0%Unchanged
Solstein Capital, LLC493$87.5K0.04%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.490$87.0K0.06%−367−42.8%Reduced
Cornerstone Planning Group LLC472$86.1K0.01%+72+18.0%Added
Kemnay Advisory Services Inc.475$84.3K0.01%+475New
Accordant Advisory Group Inc470$83.4K0.06%00.0%Unchanged
IMA Wealth, Inc.452$80.2K0.01%+54+13.6%Added
Princeton Global Asset Management LLC447$79.4K0.01%+268+149.7%Added
Basso Capital Management, L.P.444$78.8K0.05%+444New
Provenance Wealth Advisors, LLC443$78.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC433$77.9K0.03%00.0%Unchanged
DiNuzzo Private Wealth, Inc.436$77.4K0.01%−267−38.0%Reduced
Atlantic Edge Private Wealth Management, LLC430$76.3K0.02%00.0%Unchanged
VSM Wealth Advisory, LLC429$76.2K0.02%+1+0.2%Added
Westfuller Advisors, LLC414$73.5K0.03%+63+17.9%Added
Rakuten Securities, Inc.412$73.1K0.02%+15+3.8%Added
Twin Lakes Capital Management, LLC408$72.4K0.03%00.0%Unchanged
Boreal Capital Management LLC404$71.7K0.05%00.0%Unchanged
Flagship Wealth Advisors, LLC396$70.3K0.02%00.0%Unchanged
Activest Wealth Management391$69.4K0.01%−124−24.1%Reduced
Financial Network Wealth Advisors LLC385$68.3K0.07%+2+0.5%Added
GoalVest Advisory LLC380$67.5K0.01%+349+1,125.8%Added
Moisand Fitzgerald Tamayo, LLC377$66.9K0.01%00.0%Unchanged
Roxbury Financial LLC375$66.6K0.06%+2+0.5%Added
Essex Investment Management Co LLC363$64.4K0.01%00.0%Unchanged
ESL Trust Services, LLC360$63.9K0.01%−13−3.5%Reduced
Ares Financial Consulting, LLC356$63.2K0.06%+356New
1015 Capital Partners, LLC339$60.2K0.06%+339New
DHJJ Financial Advisors, Ltd.338$60.0K0.02%00.0%Unchanged
Dogwood Wealth Management LLC338$60.0K0.03%+24+7.6%Added
Greenline Wealth Management LLC337$59.8K0.06%+337New
CFG Wealth Management Services, Inc.328$58.2K0.05%+328New
Torren Management, LLC325$57.6K0.03%+325New
Laurel Wealth Advisors LLC323$57.3K0.01%+323New
Harel Insurance Investments & Financial Services Ltd.311$55.0K0.00%00.0%Unchanged
Kilter Group LLC303$53.8K0.02%+80+35.9%Added
Maryland Capital Advisors Inc.300$53.3K0.02%00.0%Unchanged
SJS Investment Consulting Inc.291$51.7K0.01%+45+18.3%Added
Paladin Partners, LLC289$51.3K0.04%+289New
Miller Wealth Advisors, LLC285$50.6K0.02%00.0%Unchanged
Byrne Asset Management LLC284$50.4K0.03%00.0%Unchanged
Team Financial Group, LLC276$49.0K0.02%00.0%Unchanged
Medallion Wealth Advisors, LLC275$48.8K0.02%+18+7.0%Added
Access Investment Management LLC303$48.2K0.01%00.0%Unchanged
FWL Investment Management, LLC270$47.9K0.01%+201+291.3%Added
Hartford Financial Management Inc.269$47.8K0.01%+17+6.7%Added
True Wealth Design, LLC267$47.4K0.01%−9−3.3%Reduced
McMillan Office, Inc.267$47.4K0.01%+267New
Abound Wealth Management266$47.3K0.01%+26+10.8%Added
Bank & Trust Co265$47.0K0.03%00.0%Unchanged
Howard Hughes Medical Institute261$46.3K0.03%00.0%Unchanged
Highline Wealth Partners LLC260$46.2K0.01%00.0%Unchanged
RMG Wealth Management LLC248$45.3K0.01%00.0%Unchanged
Atomic Invest LLC248$44.4K0.02%+248New
Entrust Financial LLC242$43.0K0.03%+242New
Eukles Asset Management239$42.4K0.02%−18−7.0%Reduced
McGuire Capital Advisors Inc239$42.4K0.03%+239New
Meeder Asset Management Inc237$42.1K0.00%−12−4.8%Reduced
Garton & Associates Financial Advisors LLC237$42.0K0.02%+237New
Birchwood Financial Partners, Inc.236$41.9K0.04%+236New
Marquette Asset Management, LLC232$41.2K0.01%+114+96.6%Added
Compass Financial Services Inc232$41.2K0.02%+1+0.4%Added
Swiss Re Ltd230$40.8K0.00%+230New
IAG Wealth Partners, LLC219$38.9K0.00%00.0%Unchanged
Avion Wealth216$38.0K0.01%−3−1.4%Reduced
Davis Capital Management212$37.6K0.03%−48−18.5%Reduced
Farmers & Merchants Trust Co of Chambersburg PA210$37.0K0.01%00.0%Unchanged
Anfield Capital Management, LLC203$36.0K0.01%+141+227.4%Added
Close Asset Management Ltd200$36.0K0.00%−450−69.2%Reduced
Noble Wealth Management PBC202$35.9K0.02%+26+14.8%Added
Beaird Harris Wealth Management, LLC202$35.8K0.00%−156−43.6%Reduced
MTM Investment Management, LLC200$35.5K0.01%−590−74.7%Reduced
WFA of San Diego, LLC200$35.5K0.03%00.0%Unchanged
Dunhill Financial, LLC190$33.7K0.01%+14+8.0%Added
Elevated Capital Advisors, LLC188$33.3K0.01%+188New
High Note Wealth, LLC187$33.2K0.01%+70+59.8%Added
Evelyn Partners Investment Management Services Ltd185$32.8K0.00%00.0%Unchanged
Broadwater Capital Management LLC183$32.5K0.02%00.0%Unchanged
Cornerstone Financial Management LLC178$31.6K0.03%+178New
Mowery & Schoenfeld Wealth Management, LLC176$31.3K0.05%+167+1,855.6%Added
Red Tortoise LLC176$31.2K0.01%+1+0.6%Added
Park Square Financial Group, LLC248$31.2K0.19%−20−7.5%Reduced
Archer Investment Corp175$31.0K0.01%−17−8.9%Reduced
Westside Investment Management, Inc.171$31.0K0.00%+25+17.1%Added
Nvest Wealth Strategies, Inc.174$30.9K0.02%+174New
Quest 10 Wealth Builders, Inc.166$29.5K0.03%00.0%Unchanged
Stephens Consulting, LLC162$28.8K0.01%+37+29.6%Added
Triumph Capital Management161$28.6K0.01%+161New
Lodestone Wealth Management LLC159$28.2K0.01%+159New
Private Wealth Management Group, LLC158$28.1K0.01%−20−11.2%Reduced
First PREMIER Bank156$28.0K0.01%−89−36.3%Reduced
Aspect Partners, LLC157$27.9K0.01%−83−34.6%Reduced
Olistico Wealth, LLC154$27.3K0.01%+154New
Cape Investment Advisory, Inc.150$26.6K0.01%+84+127.3%Added
Redmont Wealth Advisors LLC142$25.2K0.04%00.0%Unchanged
Purpose Unlimited Inc.141$25.0K0.00%+141New
Motiv8 Investments LLC139$25.0K0.01%+139New
Joseph Group Capital Management138$24.5K0.01%+138New