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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
Silicon Valley Capital Partners138$24.5K0.00%+1+0.7%Added
10Elms LLP137$24.3K0.02%00.0%Unchanged
Valued Wealth Advisors LLC130$23.0K0.01%+17+15.0%Added
Wilkerson Advisory Group LLC127$22.5K0.01%+127New
ZRC Wealth Management, LLC125$22.2K0.01%+40+47.1%Added
Vision Financial Markets LLC124$22.0K0.02%00.0%Unchanged
Penserra Capital Management LLC126$22.0K0.00%−3,592−96.6%Reduced
Kentucky Trust Co119$21.1K0.01%00.0%Unchanged
Raffa Wealth Management, LLC119$21.1K0.00%+15+14.4%Added
Essential Partners LLC116$20.6K0.01%+43+58.9%Added
LGT Financial Advisors LLC116$20.6K0.13%00.0%Unchanged
Mascoma Wealth Management LLC116$20.6K0.00%+16+16.0%Added
Nemes Rush Group LLC113$20.1K0.00%+46+68.7%Added
First Pacific Financial112$19.8K0.00%+1+0.9%Added
Seneschal Advisors, LLC111$19.7K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC109$19.4K0.01%−3−2.7%Reduced
Bayban109$19.4K0.02%+109New
Westend Capital Management, LLC107$19.0K0.01%+23+27.4%Added
IMG Wealth Management, Inc.106$18.8K0.01%+14+15.2%Added
NCP Inc.103$18.3K0.01%+103New
Gables Capital Management Inc.103$18.3K0.01%00.0%Unchanged
Arlington Trust Co LLC100$17.8K0.00%−48−32.4%Reduced
Estabrook Capital Management100$17.8K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$17.8K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC100$17.8K0.01%00.0%Unchanged
Investors Portfolio Services LLC100$17.8K0.02%+100New
Morton Brown Family Wealth, LLC98$17.4K0.00%00.0%Unchanged
American Capital Advisory, LLC98$17.4K0.01%+11+12.6%Added
Mark Sheptoff Financial Planning, LLC96$17.0K0.01%00.0%Unchanged
Birchbrook, Inc.95$16.9K0.01%00.0%Unchanged
Imprint Wealth LLC95$16.9K0.08%+95New
Strive Financial Group ,LLC92$16.3K0.01%+92New
Darwin Advisors, LLC91$16.2K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC91$16.2K0.01%+14+18.2%Added
Phillip James Consulting Co.90$16.0K0.28%+90New
Hughes Financial Services, LLC88$15.6K0.00%−1−1.1%Reduced
Bay Harbor Wealth Management, LLC88$15.6K0.00%+33+60.0%Added
Quaker Wealth Management, LLC87$15.4K0.00%+58+200.0%Added
Atwood & Palmer Inc85$15.1K0.00%00.0%Unchanged
Pacifica Partners Inc.82$14.9K0.01%00.0%Unchanged
Maseco LLP82$14.6K0.00%+82New
Rossby Financial, LCC81$14.4K0.00%−39−32.5%Reduced
Optima Capital LLC80$14.2K0.01%+80New
Stone House Investment Management, LLC80$14.2K0.00%+4+5.3%Added
Wealth Watch Advisors, INC80$14.2K0.01%+15+23.1%Added
Cherry Tree Wealth Management, LLC78$13.8K0.00%00.0%Unchanged
Arcadia Investment Management Corp77$13.7K0.00%+7+10.0%Added
Country Trust Bank76$13.5K0.00%00.0%Unchanged
TD Capital Management LLC75$13.3K0.00%+62+476.9%Added
First Community Trust NA73$13.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC73$13.0K0.01%+15+25.9%Added
Creative Capital Management Investments LLC72$12.8K0.00%00.0%Unchanged
Horizon Financial Services, LLC70$12.4K0.01%+17+32.1%Added
First Command Advisory Services, Inc.68$12.1K0.00%+68New
Financial Consulate, Inc67$11.9K0.00%+2+3.1%Added
Clayton Financial Group LLC67$11.9K0.01%+67New
Tidemark, LLC65$11.5K0.00%−12−15.6%Reduced
Quarry LP65$11.5K0.00%−2,295−97.2%Reduced
Global Wealth Strategies & Associates60$10.7K0.00%+19+46.3%Added
Front Row Advisors LLC60$10.7K0.00%00.0%Unchanged
Basepoint Wealth LLC59$10.5K0.01%+59New
Tucker Asset Management LLC58$10.3K0.00%+58New
Holos Integrated Wealth LLC56$10.2K0.01%00.0%Unchanged
Fairway Wealth LLC57$10.1K0.00%+57New
Your Advocates Ltd., LLP56$9.94K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.18$9.23K0.00%00.0%Unchanged
Financial Perspectives, Inc51$9.12K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC51$9.05K0.01%00.0%Unchanged
PayPay Securities Corp51$9.05K0.27%+23+82.1%Added
Kingdom Financial Group LLC.51$9.05K0.00%+51New
Strategic Advocates LLC50$8.95K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co50$8.88K0.00%00.0%Unchanged
Sfam, LLC50$8.88K0.01%+50New
Signature Resources Capital Management, LLC50$8.88K0.00%+16+47.1%Added
Merited Wealth, LLC50$8.88K0.01%+50New
Turning Point Benefit Group, Inc.47$8.34K0.00%+34+261.5%Added
Hilton Head Capital Partners, LLC47$8.34K0.00%+47New
Colonial Trust Advisors46$8.17K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$7.99K0.01%00.0%Unchanged
Godfrey Financial Associates, Inc.44$7.81K0.01%+44New
Winnow Wealth LLC43$7.65K0.01%00.0%Unchanged
Caitlin John, LLC43$7.63K0.00%00.0%Unchanged
Commonwealth Retirement Investments LLC40$7.17K0.00%+40New
Bare Financial Services, Inc40$7.10K0.00%+13+48.1%Added
Ankerstar Wealth, LLC40$7.10K0.01%+40New
Sankala Group LLC42$6.99K0.01%+42New
WestEnd Advisors, LLC39$6.92K0.00%+11+39.3%Added
Costello Asset Management, INC36$6.39K0.00%00.0%Unchanged
Toth Financial Advisory Corp35$6.21K0.00%+35New
LM Advisors LLC1,086$6.12K0.12%−5,018−82.2%Reduced
Breakwater Investment Management34$6.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$6.04K0.00%+4+13.3%Added
Comprehensive Financial Planning, Inc.31$5.50K0.00%+31New
Ameriflex Group, Inc.30$5.33K0.00%−210−87.5%Reduced
Osbon Capital Management LLC30$5.33K0.00%+30New
Manning & Napier Advisors LLC29$5.19K0.00%+29New
Acima Private Wealth, LLC26$4.62K0.00%00.0%Unchanged
Quattro Advisors LLC25$4.48K0.00%+25New
S&T Bank25$4.44K0.00%−4−13.8%Reduced
Gen-Wealth Partners Inc25$4.44K0.00%00.0%Unchanged