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
- 2,533
- +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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 102,798 | $18.2M | 1.32% | −160,191−60.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,706 | $18.1M | 0.10% | +2,451+2.5% | Added |
| Madison Asset Management, LLC | 101,108 | $17.9M | 0.21% | −22,085−17.9% | Reduced |
| Walleye Capital LLC | 100,890 | $17.9M | 0.10% | +6,804+7.2% | Added |
| Diamond Hill Capital Management Inc | 100,422 | $17.8M | 0.09% | −81,000−44.6% | Reduced |
| Huntington National Bank | 99,756 | $17.7M | 0.11% | +5,802+6.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 99,617 | $17.7M | 0.16% | +801+0.8% | Added |
| Investment Management Corp of Ontario | 99,460 | $17.7M | 0.24% | +36,972+59.2% | Added |
| Fiduciary Alliance LLC | 98,609 | $17.5M | 1.14% | +3,806+4.0% | Added |
| American Assets Investment Management, LLC | 132,000 | $17.3M | 1.20% | +40,000+43.5% | Added |
| Howe & Rusling Inc | 97,300 | $17.3M | 1.14% | +79+0.1% | Added |
| Trivest Advisors Ltd | 96,700 | $17.2M | 0.78% | +96,700 | New |
| GW Henssler & Associates Ltd | 96,164 | $17.1M | 0.82% | −5,949−5.8% | Reduced |
| Baxter Bros Inc | 95,101 | $16.9M | 1.95% | −1,677−1.7% | Reduced |
| Pacer Advisors, Inc. | 94,744 | $16.8M | 0.04% | −27,348−22.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 93,569 | $16.6M | 0.90% | +736+0.8% | Added |
| Brinker Capital Investments, LLC | 93,134 | $16.5M | 0.12% | +3,569+4.0% | Added |
| Osmosis Investment Management UK Ltd | 92,218 | $16.4M | 0.41% | +92,218 | New |
| Nomura Holdings Inc | 91,932 | $16.3M | 0.05% | +8,325+10.0% | Added |
| Allstate Corp | 90,913 | $16.1M | 0.22% | +49,598+120.0% | Added |
| Viking Fund Management LLC | 90,000 | $16.0M | 1.85% | −12,000−11.8% | Reduced |
| KTF Investments, LLC | 89,815 | $15.9M | 2.62% | +89,815 | New |
| Kinneret Advisory, LLC | 89,308 | $15.9M | 1.34% | −2,443−2.7% | Reduced |
| Allianz SE | 88,907 | $15.8M | 0.20% | 00.0% | Unchanged |
| Avanza Fonder AB | 88,892 | $15.8M | 0.40% | −138−0.2% | Reduced |
| Merit Financial Group, LLC | 88,424 | $15.7M | 0.13% | +19,269+27.9% | Added |
| Calamos Wealth Management LLC | 87,587 | $15.5M | 0.54% | +351+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 87,567 | $15.5M | 0.77% | −1,149−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 87,033 | $15.5M | 0.13% | +78,348+902.1% | Added |
| Banque Pictet & Cie SA | 84,948 | $15.1M | 0.15% | −280−0.3% | Reduced |
| Allworth Financial LP | 84,489 | $15.0M | 0.06% | +41,773+97.8% | Added |
| Twinbeech Capital LP | 84,258 | $15.0M | 1.06% | +84,258 | New |
| F/M Investments LLC | 84,196 | $14.9M | 0.57% | −2,772−3.2% | Reduced |
| Mizuho Securities USA LLC | 87,950 | $14.9M | 0.25% | −413−0.5% | Reduced |
| Apollon Wealth Management, LLC | 83,200 | $14.8M | 0.26% | +1,255+1.5% | Added |
| HB Wealth Management, LLC | 82,773 | $14.7M | 0.10% | +5,079+6.5% | Added |
| Private Advisor Group, LLC | 81,974 | $14.6M | 0.07% | +1,203+1.5% | Added |
| Hartline Investment Corp | 81,902 | $14.5M | 1.57% | +4,331+5.6% | Added |
| McGuire Investment Group, LLC | 80,992 | $14.4M | 1.54% | +204+0.3% | Added |
| Cinctive Capital Management LP | 80,991 | $14.4M | 0.83% | +79,664+6,003.3% | Added |
| German American Bancorp, Inc. | 80,652 | $14.3M | 1.22% | −567−0.7% | Reduced |
| Greystone Financial Group, LLC | 80,585 | $14.3M | 2.23% | −2,090−2.5% | Reduced |
| Rockland Trust Co | 80,559 | $14.3M | 0.56% | +10,011+14.2% | Added |
| Massmutual Trust Co FSB | 79,887 | $14.2M | 0.36% | −3,451−4.1% | Reduced |
| Eagle Capital Management LLC | 79,588 | $14.1M | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 79,488 | $14.1M | 0.50% | −2,578−3.1% | Reduced |
| Castleark Management LLC | 79,470 | $14.1M | 0.41% | −10,770−11.9% | Reduced |
| Vinva Investment Management Ltd | 78,757 | $14.1M | 0.18% | +2,702+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 79,191 | $14.1M | 0.57% | −552−0.7% | Reduced |
| Level Four Advisory Services, LLC | 79,071 | $14.0M | 0.46% | −24,815−23.9% | Reduced |
| Clear Street Markets LLC | 78,895 | $14.0M | 2.50% | +72,504+1,134.5% | Added |
| LMCG Investments, LLC | 78,764 | $14.0M | 0.80% | −3,523−4.3% | Reduced |
| Axxcess Wealth Management, LLC | 78,762 | $14.0M | 0.25% | +16,715+26.9% | Added |
| Advisors Asset Management, Inc. | 78,197 | $13.9M | 0.23% | −826−1.0% | Reduced |
| DuPont Capital Management Corp | 77,634 | $13.8M | 1.55% | −7,377−8.7% | Reduced |
| Oppenheimer & Co Inc | 77,341 | $13.7M | 0.19% | +12,070+18.5% | Added |
| Leonteq Securities AG | 76,758 | $13.6M | 0.73% | −5,438−6.6% | Reduced |
| Concurrent Investment Advisors, LLC | 76,338 | $13.6M | 0.16% | +44,564+140.3% | Added |
| Oliver Luxxe Assets LLC | 75,811 | $13.5M | 2.05% | −1,728−2.2% | Reduced |
| Wesbanco Bank Inc | 75,671 | $13.4M | 0.37% | −74,085−49.5% | Reduced |
| Strategic Planning Group, LLC | 75,668 | $13.4M | 1.73% | +4,256+6.0% | Added |
| FJ Capital Management LLC | 74,759 | $13.3M | 1.47% | +74,759 | New |
| Concentric Capital Strategies, LP | 74,574 | $13.2M | 0.69% | +74,574 | New |
| Texas Capital Bank Wealth Management Services Inc | 74,097 | $13.2M | 0.76% | +5,080+7.4% | Added |
| Mediolanum International Funds Ltd | 73,245 | $13.1M | 0.13% | +56,026+325.4% | Added |
| Norinchukin Bank, The | 73,562 | $13.1M | 0.15% | +4,398+6.4% | Added |
| Geneos Wealth Management Inc. | 73,542 | $13.1M | 0.32% | −1,036−1.4% | Reduced |
| Wealth High Governance Asset Management Ltda. | 73,231 | $13.0M | 2.32% | +73,231 | New |
| Vident Advisory, LLC | 72,456 | $12.9M | 0.12% | +28,385+64.4% | Added |
| Kentucky Retirement Systems | 72,310 | $12.8M | 0.35% | 00.0% | Unchanged |
| Omers Administration Corp | 72,116 | $12.8M | 0.09% | −2,300−3.1% | Reduced |
| Atria Investments LLC | 71,737 | $12.7M | 0.14% | −2,682−3.6% | Reduced |
| Citizens Financial Group Inc | 71,701 | $12.7M | 0.17% | +1,833+2.6% | Added |
| Intech Investment Management LLC | 71,675 | $12.7M | 0.11% | +11,588+19.3% | Added |
| Westbourne Investment Advisors, Inc. | 71,428 | $12.7M | 3.50% | −3,965−5.3% | Reduced |
| AIA Group Ltd | 70,576 | $12.5M | 0.19% | +49,905+241.4% | Added |
| Zacks Investment Management | 70,362 | $12.5M | 0.10% | +7,559+12.0% | Added |
| Hourglass Capital, LLC | 70,150 | $12.5M | 2.69% | −1,015−1.4% | Reduced |
| D.A. Davidson & Co. | 70,039 | $12.4M | 0.08% | −2,496−3.4% | Reduced |
| Leuthold Group, LLC | 70,029 | $12.4M | 1.34% | +165+0.2% | Added |
| OpenArc Corporate Advisory, LLC | 69,968 | $12.4M | 0.21% | +69,968 | New |
| Hartford Investment Management Co | 69,826 | $12.4M | 0.37% | −1,343−1.9% | Reduced |
| New Age Alpha Advisors, LLC | 69,615 | $12.4M | 0.53% | +35,927+106.6% | Added |
| Union Bancaire Privee, UBP SA | 90,010 | $12.4M | 0.21% | +43,391+93.1% | Added |
| NatWest Group plc | 69,506 | $12.3M | 2.87% | +18,985+37.6% | Added |
| Twin Tree Management, LP | 69,387 | $12.3M | 1.26% | −112,759−61.9% | Reduced |
| Alley Investment Management Company, LLC | 68,534 | $12.2M | 1.42% | −1,441−2.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 68,309 | $12.1M | 0.52% | +21,300+45.3% | Added |
| Coldstream Capital Management Inc | 68,306 | $12.1M | 0.16% | −4,258−5.9% | Reduced |
| Park Avenue Securities LLC | 68,012 | $12.1M | 0.10% | +2,651+4.1% | Added |
| DCM Advisors, LLC | 67,909 | $12.1M | 5.00% | −2,132−3.0% | Reduced |
| Polar Capital Holdings Plc | 67,532 | $12.0M | 0.05% | +67,532 | New |
| Simplex Trading, LLC | 67,226 | $11.9M | 0.34% | +67,226 | New |
| Burns J W & Co Inc | 66,427 | $11.8M | 1.31% | −683−1.0% | Reduced |
| Empirical Finance, LLC | 66,424 | $11.8M | 0.56% | +4,205+6.8% | Added |
| Venture Visionary Partners LLC | 66,193 | $11.8M | 0.38% | +929+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 65,431 | $11.6M | 0.16% | +32,169+96.7% | Added |
| Earnest Partners LLC | 65,363 | $11.6M | 0.05% | −16,697−20.3% | Reduced |
| Polar Asset Management Partners Inc. | 65,100 | $11.6M | 0.23% | +33,700+107.3% | Added |
| ExodusPoint Capital Management, LP | 64,988 | $11.5M | 0.13% | −143,092−68.8% | Reduced |