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
- 2,533
- +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
- 837 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 369,259 | $65.6M | 2.89% | 00.0% | Unchanged |
| STRS Ohio | 357,444 | $63.5M | 0.24% | −27,511−7.1% | Reduced |
| Cetera Investment Advisers | 352,663 | $62.1M | 0.07% | +11,457+3.4% | Added |
| AMF Pensionsforsakring AB | 349,419 | $62.0M | 0.38% | −59,652−14.6% | Reduced |
| Fiduciary Trust Co | 341,397 | $60.6M | 0.69% | −15,808−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 341,029 | $60.5M | 0.45% | 00.0% | Unchanged |
| Arizona State Retirement System | 336,232 | $59.7M | 0.32% | −13,772−3.9% | Reduced |
| Annex Advisory Services, LLC | 334,841 | $59.4M | 1.14% | +12,005+3.7% | Added |
| DekaBank Deutsche Girozentrale | 587,689 | $59.2M | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 329,766 | $58.5M | 0.93% | −7,305−2.2% | Reduced |
| Factory Mutual Insurance Co | 329,050 | $58.4M | 0.59% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 322,364 | $57.2M | 0.42% | +322,364 | New |
| Ferguson Wellman Capital Management, Inc | 322,333 | $57.2M | 0.92% | −27,387−7.8% | Reduced |
| Czech National Bank | 318,499 | $56.5M | 0.37% | +10,367+3.4% | Added |
| Foundations Investment Advisors, LLC | 317,190 | $56.3M | 0.74% | +30,616+10.7% | Added |
| State of Michigan Retirement System | 316,226 | $56.1M | 0.27% | −11,900−3.6% | Reduced |
| Janney Montgomery Scott LLC | 315,775 | $56.1M | 0.13% | +2,322+0.7% | Added |
| Atalanta Sosnoff Capital, LLC | 314,912 | $55.9M | 1.09% | +298,061+1,768.8% | Added |
| Life Cycle Investment Partners Ltd | 312,422 | $55.5M | 0.39% | +312,422 | New |
| Baird Financial Group, Inc. | 309,646 | $55.0M | 0.09% | +2,842+0.9% | Added |
| Fort Washington Investment Advisors Inc | 307,865 | $54.7M | 0.29% | +5,144+1.7% | Added |
| Public Sector Pension Investment Board | 307,583 | $54.6M | 0.18% | +45,972+17.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 302,648 | $53.7M | 2.61% | −10,301−3.3% | Reduced |
| CIBC Private Wealth Group, LLC | 302,112 | $53.6M | 0.09% | +988+0.3% | Added |
| Oppenheimer Asset Management Inc. | 301,458 | $53.5M | 0.66% | +12,880+4.5% | Added |
| Teacher Retirement System of Texas | 301,363 | $53.5M | 0.19% | +8,980+3.1% | Added |
| SG Americas Securities, LLC | 299,650 | $53.2M | 0.07% | +69,138+30.0% | Added |
| GW&K Investment Management, LLC | 298,881 | $53.1M | 0.46% | −1,325−0.4% | Reduced |
| CIBC Asset Management Inc | 297,315 | $52.8M | 0.13% | +112,615+61.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 295,948 | $52.5M | 0.96% | +6,022+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 293,552 | $52.2M | 0.36% | +132,122+81.8% | Added |
| ABN AMRO Bank N.V. | 291,186 | $51.8M | 0.49% | −5,578−1.9% | Reduced |
| Groupama Asset Managment | 290,510 | $51.6M | 0.76% | −18,532−6.0% | Reduced |
| DnB Asset Management AS | 289,358 | $51.4M | 0.18% | −500,795−63.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 289,314 | $51.4M | 0.28% | +16,141+5.9% | Added |
| MetLife Investment Management | 288,636 | $51.2M | 0.25% | −11,359−3.8% | Reduced |
| Woodline Partners LP | 284,009 | $50.4M | 0.20% | +123,671+77.1% | Added |
| Comerica Bank | 281,661 | $50.0M | 0.20% | −18,763−6.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 280,958 | $49.9M | 0.25% | −10,379−3.6% | Reduced |
| Chilton Capital Management LLC | 280,790 | $49.8M | 1.72% | −11,388−3.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 277,964 | $49.3M | 2.01% | −21,604−7.2% | Reduced |
| Cerity Partners LLC | 275,699 | $48.9M | 0.07% | +23,193+9.2% | Added |
| TD Waterhouse Canada Inc. | 273,507 | $48.6M | 0.30% | +65,386+31.4% | Added |
| Mn Services Vermogensbeheer B.V. | 273,482 | $48.6M | 0.30% | +36,082+15.2% | Added |
| Edgar Lomax Co | 272,310 | $48.3M | 3.67% | −6,200−2.2% | Reduced |
| Agf Management Ltd | 272,105 | $48.3M | 0.21% | −2,165−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 271,375 | $48.2M | 0.27% | +12,064+4.7% | Added |
| Clearbridge Investments, LLC | 269,706 | $47.9M | 0.04% | −92,827−25.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 269,418 | $47.8M | 0.19% | +1,005+0.4% | Added |
| Moody Lynn & Lieberson, LLC | 262,305 | $46.6M | 2.47% | +733+0.3% | Added |
| Matrix Asset Advisors Inc | 260,503 | $46.2M | 4.16% | −7,925−3.0% | Reduced |
| GWM Advisors LLC | 258,831 | $46.0M | 0.17% | +104,437+67.6% | Added |
| Caisse de Depot Et Placement du Quebec | 257,649 | $45.7M | 0.08% | +216,251+522.4% | Added |
| ProShare Advisors LLC | 255,207 | $45.3M | 0.08% | +11,283+4.6% | Added |
| Aptus Capital Advisors, LLC | 254,311 | $45.1M | 0.38% | +5,914+2.4% | Added |
| Border to Coast Pensions Partnership Ltd | 253,340 | $45.1M | 0.78% | +253,340 | New |
| Forsta Ap-Fonden | 252,763 | $44.9M | 0.27% | −6,800−2.6% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $44.4M | 1.66% | +10,000+4.2% | Added |
| Keybank National Association | 244,291 | $43.4M | 0.16% | +4,577+1.9% | Added |
| Erste Asset Management GmbH | 242,645 | $43.2M | 0.36% | −2,649−1.1% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 241,171 | $42.8M | 3.14% | −259,363−51.8% | Reduced |
| Lido Advisors, LLC | 255,519 | $42.4M | 0.17% | +3,150+1.2% | Added |
| IFM Investors Pty Ltd | 233,605 | $41.5M | 0.35% | −2,182−0.9% | Reduced |
| Tredje AP-fonden | 233,501 | $41.5M | 0.31% | +65,739+39.2% | Added |
| Jupiter Asset Management Ltd | 228,351 | $40.5M | 0.32% | +37,913+19.9% | Added |
| Vestor Capital, LLC | 1,490 | $40.3M | 2.95% | −169,133−99.1% | Reduced |
| Heritage Investors Management Corp | 226,092 | $40.1M | 1.17% | −5,583−2.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 224,850 | $39.9M | 0.36% | +224,850 | New |
| Amalgamated Bank | 224,835 | $39.9M | 0.29% | −3,561−1.6% | Reduced |
| Susquehanna International Group, LLP | 224,352 | $39.8M | 0.05% | −160,436−41.7% | Reduced |
| Crossmark Global Holdings, Inc. | 223,747 | $39.7M | 0.57% | +6,747+3.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 222,844 | $39.6M | 0.11% | +15,674+7.6% | Added |
| Maple Capital Management, Inc. | 221,798 | $39.4M | 2.48% | −3,331−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 221,412 | $39.3M | 0.24% | +7,900+3.7% | Added |
| First Manhattan Co | 219,622 | $39.0M | 0.10% | −4,142−1.9% | Reduced |
| Bollard Group LLC | 217,117 | $38.5M | 1.01% | −42,307−16.3% | Reduced |
| Hudson Bay Capital Management LP | 216,874 | $38.5M | 0.22% | +134,408+163.0% | Added |
| QRG Capital Management, Inc. | 216,523 | $38.4M | 0.43% | +8,512+4.1% | Added |
| Boston Trust Walden Corp | 216,353 | $38.4M | 0.29% | +37,355+20.9% | Added |
| Chilton Investment Co LLC | 216,211 | $38.4M | 0.80% | −115−0.1% | Reduced |
| HRT Financial LP | 215,369 | $38.2M | 0.12% | +15,589+7.8% | Added |
| Advisor Group Holdings, Inc. | 214,364 | $38.1M | 0.06% | −65,922−23.5% | Reduced |
| British Columbia Investment Management Corp | 212,457 | $37.7M | 0.20% | +39,897+23.1% | Added |
| LGT Capital Partners Ltd. | 212,023 | $37.6M | 1.87% | −20,926−9.0% | Reduced |
| Gabelli Funds LLC | 209,315 | $37.2M | 0.25% | −5,682−2.6% | Reduced |
| Panagora Asset Management Inc | 207,326 | $36.8M | 0.13% | +84,987+69.5% | Added |
| Peapack Gladstone Financial Corp | 206,470 | $36.7M | 0.46% | −15,766−7.1% | Reduced |
| Picton Mahoney Asset Management | 205,008 | $36.4M | 0.40% | +29,567+16.9% | Added |
| Mercer Global Advisors Inc | 201,137 | $36.4M | 0.06% | +10,765+5.7% | Added |
| Camden Capital, LLC | 204,438 | $36.3M | 2.28% | +634+0.3% | Added |
| Scotia Capital Inc. | 203,933 | $36.2M | 0.15% | +11,613+6.0% | Added |
| USS Investment Management Ltd | 203,469 | $36.1M | 0.18% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 198,344 | $35.2M | 0.11% | +5,591+2.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 198,163 | $35.2M | 4.89% | 00.0% | Unchanged |
| JustInvest LLC | 197,398 | $35.0M | 0.34% | +11,064+5.9% | Added |
| Ethic Inc. | 196,899 | $35.0M | 0.54% | +11,282+6.1% | Added |
| Jefferies Financial Group Inc. | 195,057 | $34.6M | 0.28% | +189,153+3,203.8% | Added |
| Bailard, Inc. | 194,271 | $34.5M | 0.76% | −1,148−0.6% | Reduced |
| Hallmark Capital Management Inc | 193,697 | $34.4M | 2.20% | −1,801−0.9% | Reduced |
| AustralianSuper Pty Ltd | 193,205 | $34.3M | 0.16% | +163,487+550.1% | Added |