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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 192,743 | $34.2M | 3.18% | −4,373−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 182,735 | $34.1M | 0.76% | −935−0.5% | Reduced |
| Hosking Partners LLP | 191,505 | $34.0M | 1.15% | −521−0.3% | Reduced |
| Conning Inc. | 191,282 | $34.0M | 1.14% | −28,821−13.1% | Reduced |
| Utah Retirement Systems | 190,285 | $33.8M | 0.32% | +610.0% | Added |
| Vontobel Holding Ltd. | 186,418 | $33.1M | 0.11% | +7,995+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 186,138 | $33.0M | 0.13% | +60,824+48.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 186,033 | $33.0M | 0.28% | −8,500−4.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 181,397 | $32.2M | 0.28% | −557−0.3% | Reduced |
| Natixis | 181,302 | $32.2M | 0.13% | +1,950+1.1% | Added |
| Xponance, Inc. | 180,514 | $32.0M | 0.24% | +10,390+6.1% | Added |
| Pathstone Holdings, LLC | 180,202 | $31.9M | 0.12% | −93−0.1% | Reduced |
| Fred Alger Management, LLC | 178,503 | $31.7M | 0.12% | +7,819+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 176,973 | $31.4M | 0.26% | −9,133−4.9% | Reduced |
| Flputnam Investment Management Co | 176,282 | $31.3M | 0.46% | +98,384+126.3% | Added |
| Payden & Rygel | 175,900 | $31.2M | 2.17% | −14,600−7.7% | Reduced |
| Quadrature Capital Ltd | 175,784 | $31.2M | 0.32% | +165,363+1,586.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 175,463 | $31.2M | 0.03% | +57,178+48.3% | Added |
| Boston Common Asset Management, LLC | 174,599 | $31.0M | 1.87% | −52,435−23.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 174,510 | $31.0M | 0.24% | +2,396+1.4% | Added |
| Umb Bank N A | 173,517 | $30.8M | 0.41% | +7,172+4.3% | Added |
| Tiaa Trust, National Association | 171,630 | $30.5M | 0.07% | +24,379+16.6% | Added |
| Abn Amro Investment Solutions | 171,025 | $30.4M | 0.45% | +57,521+50.7% | Added |
| New York Life Investment Management LLC | 170,481 | $30.3M | 0.26% | −6,476−3.7% | Reduced |
| Captrust Financial Advisors | 169,329 | $30.1M | 0.06% | +9,097+5.7% | Added |
| Brown Advisory Inc | 168,115 | $29.8M | 0.04% | +1,996+1.2% | Added |
| NEOS Investment Management LLC | 167,844 | $29.8M | 0.17% | +14,701+9.6% | Added |
| CIBC World Markets Corp | 167,654 | $29.8M | 0.15% | +167,654 | New |
| Perpetual Ltd | 167,498 | $29.7M | 0.43% | −48,133−22.3% | Reduced |
| Harvest Portfolios Group Inc. | 166,425 | $29.5M | 0.51% | −17,477−9.5% | Reduced |
| Sanctuary Advisors, LLC | 164,700 | $29.2M | 0.16% | +1,127+0.7% | Added |
| TCG Advisory Services, LLC | 163,675 | $29.1M | 0.79% | +1,104+0.7% | Added |
| Shelton Capital Management | 163,379 | $29.0M | 0.57% | +92,942+132.0% | Added |
| Wealthfront Advisers LLC | 162,960 | $28.9M | 0.06% | +5,385+3.4% | Added |
| Midwest Trust Co | 162,743 | $28.9M | 0.36% | +440.0% | Added |
| MAI Capital Management | 162,441 | $28.8M | 0.17% | +495+0.3% | Added |
| Rakuten Investment Management, Inc. | 158,445 | $28.5M | 0.10% | +130,505+467.1% | Added |
| Assetmark, Inc | 160,420 | $28.5M | 0.06% | −829−0.5% | Reduced |
| Lazard Asset Management LLC | 160,093 | $28.4M | 0.05% | −11,464−6.7% | Reduced |
| SCS Capital Management LLC | 158,942 | $28.2M | 0.30% | −6,062−3.7% | Reduced |
| Pittenger & Anderson Inc | 158,750 | $28.2M | 1.08% | −545−0.3% | Reduced |
| Abner Herrman & Brock LLC | 158,151 | $28.1M | 2.87% | −5,358−3.3% | Reduced |
| Blair William & Co | 156,713 | $27.8M | 0.07% | +4,095+2.7% | Added |
| Kestra Private Wealth Services, LLC | 155,920 | $27.7M | 0.34% | +1,128+0.7% | Added |
| ASR Vermogensbeheer N.V. | 155,886 | $27.7M | 0.32% | −1,456−0.9% | Reduced |
| AE Wealth Management LLC | 154,894 | $27.5M | 0.16% | +133,351+619.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 153,984 | $27.3M | 0.22% | −70,000−31.3% | Reduced |
| Copeland Capital Management, LLC | 153,010 | $27.2M | 0.61% | −6,754−4.2% | Reduced |
| Glenmede Trust Co NA | 152,139 | $27.0M | 0.13% | +152,139 | New |
| Yousif Capital Management, LLC | 148,099 | $27.0M | 0.30% | −7,682−4.9% | Reduced |
| Nissay Asset Management Corp | 151,666 | $26.9M | 0.14% | +2,170+1.5% | Added |
| Appleton Partners Inc | 151,496 | $26.9M | 1.77% | −1,437−0.9% | Reduced |
| Capital International Inc | 150,029 | $26.6M | 0.21% | −117,828−44.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 148,721 | $26.4M | 0.07% | +5,886+4.1% | Added |
| Verition Fund Management LLC | 147,693 | $26.2M | 0.14% | +79,350+116.1% | Added |
| Argent Trust Co | 146,948 | $26.1M | 0.89% | −7,300−4.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 146,745 | $26.1M | 0.38% | +146,745 | New |
| Wiley Bros.-Aintree Capital, LLC | 146,691 | $26.0M | 0.14% | +35,824+32.3% | Added |
| Mutual of America Capital Management LLC | 146,121 | $25.9M | 0.27% | −6,008−3.9% | Reduced |
| Kestra Advisory Services, LLC | 145,746 | $25.9M | 0.11% | +32,614+28.8% | Added |
| Pinnacle Financial Partners, Inc. | 145,712 | $25.9M | 0.20% | +145,712 | New |
| Longaeva Partners L.P. | 142,929 | $25.4M | 3.02% | +142,929 | New |
| Allspring Global Investments Holdings, LLC | 136,701 | $24.9M | 0.04% | +1,116+0.8% | Added |
| Oregon Public Employees Retirement Fund | 138,341 | $24.6M | 0.31% | −400−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 138,177 | $24.5M | 0.02% | +6,510+4.9% | Added |
| CWM, LLC | 137,688 | $24.4M | 0.07% | +9,961+7.8% | Added |
| Bridger Management, LLC | 136,693 | $24.3M | 15.60% | −17,000−11.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 133,890 | $23.8M | 0.61% | −9,889−6.9% | Reduced |
| Telos Capital Management, Inc. | 133,139 | $23.6M | 2.20% | −8,094−5.7% | Reduced |
| OP Asset Management Ltd | 132,650 | $23.5M | 0.29% | +454+0.3% | Added |
| Connors Investor Services Inc | 132,363 | $23.5M | 2.02% | −3,403−2.5% | Reduced |
| Covea Finance | 130,400 | $23.1M | 0.76% | +30,200+30.1% | Added |
| Generali Asset Management SPA SGR | 128,964 | $22.9M | 0.47% | +7,950+6.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 128,148 | $22.8M | 0.03% | −12,728−9.0% | Reduced |
| Oak Harvest Investment Services | 127,128 | $22.6M | 2.46% | −1,088−0.8% | Reduced |
| Interval Partners, LP | 126,325 | $22.4M | 0.52% | −40,661−24.3% | Reduced |
| Capital Analysts, LLC | 126,000 | $22.4M | 0.62% | −721−0.6% | Reduced |
| ARS Investment Partners, LLC | 125,569 | $22.3M | 1.30% | −506−0.4% | Reduced |
| NFJ Investment Group, LLC | 123,879 | $22.0M | 0.80% | −20,124−14.0% | Reduced |
| FineMark National Bank & Trust | 121,308 | $21.5M | 0.67% | −13,407−10.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 120,457 | $21.4M | 0.19% | +12,167+11.2% | Added |
| RMB Capital Management, LLC | 120,595 | $21.4M | 0.37% | −9,211−7.1% | Reduced |
| State of Alaska, Department of Revenue | 120,482 | $21.4M | 0.23% | −10,080−7.7% | Reduced |
| Prudential PLC | 117,598 | $20.9M | 0.17% | −6,756−5.4% | Reduced |
| Nexus Investment Management ULC | 117,027 | $20.8M | 2.83% | −15,000−11.4% | Reduced |
| Elo Mutual Pension Insurance Co | 116,933 | $20.8M | 0.32% | +5,524+5.0% | Added |
| Jump Financial, LLC | 115,202 | $20.5M | 0.26% | +94,483+456.0% | Added |
| Gamco Investors, Inc. Et Al | 115,196 | $20.5M | 0.20% | −9,020−7.3% | Reduced |
| Capital Fund Management S.A. | 114,545 | $20.3M | 0.19% | −164,693−59.0% | Reduced |
| Illinois Municipal Retirement Fund | 113,771 | $20.2M | 0.25% | +9,971+9.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 111,815 | $19.9M | 0.07% | +3,432+3.2% | Added |
| Nixon Peabody Trust Co | 111,708 | $19.8M | 1.50% | −5,322−4.5% | Reduced |
| Ieq Capital, LLC | 111,338 | $19.8M | 0.06% | −26,089−19.0% | Reduced |
| Lyell Wealth Management, LP | 109,762 | $19.5M | 1.41% | +964+0.9% | Added |
| Haverford Trust Co | 108,328 | $19.2M | 0.17% | +1,631+1.5% | Added |
| Janney Capital Management LLC | 108,204 | $19.2M | 1.21% | −2,025−1.8% | Reduced |
| BTC Capital Management, Inc. | 106,950 | $19.0M | 1.33% | −4,137−3.7% | Reduced |
| La Banque Postale Asset Management SA | 106,880 | $19.0M | 0.22% | +39,911+59.6% | Added |
| Bokf, NA | 105,330 | $18.7M | 0.29% | −6,650−5.9% | Reduced |
| New Republic Capital, LLC | 104,280 | $18.5M | 4.94% | +1,606+1.6% | Added |