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 |
|---|---|---|---|---|---|
| Socorro Asset Management LP | 63,235 | $11.2M | 4.35% | −4,272−6.3% | Reduced |
| Premier Fund Managers Ltd | 62,200 | $11.1M | 0.64% | +62,200 | New |
| Montag A & Associates Inc | 62,177 | $11.0M | 0.50% | −4,347−6.5% | Reduced |
| Liontrust Investment Partners LLP | 61,842 | $11.0M | 0.16% | −2,594−4.0% | Reduced |
| Louisiana State Employees Retirement System | 61,700 | $11.0M | 0.19% | −2,000−3.1% | Reduced |
| Advocate Group LLC | 61,284 | $10.9M | 1.76% | −10,898−15.1% | Reduced |
| GLOBALT Investments LLC | 61,139 | $10.9M | 0.40% | −1,562−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 60,879 | $10.8M | 0.35% | 00.0% | Unchanged |
| Albion Financial Group | 60,833 | $10.8M | 0.67% | −4,020−6.2% | Reduced |
| Toroso Investments, LLC | 60,517 | $10.7M | 0.05% | +15,949+35.8% | Added |
| Laird Norton Trust Company, LLC | 60,284 | $10.7M | 0.22% | +60,284 | New |
| Iowa State Bank | 59,602 | $10.6M | 1.98% | −523−0.9% | Reduced |
| Jones Financial Companies LLLP | 59,331 | $10.5M | 0.01% | +7,993+15.6% | Added |
| Ballentine Partners, LLC | 59,326 | $10.5M | 0.15% | +493+0.8% | Added |
| Guggenheim Capital LLC | 59,063 | $10.5M | 0.08% | −10.0% | Reduced |
| Intact Investment Management Inc. | 58,500 | $10.4M | 0.30% | −15,400−20.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 58,250 | $10.3M | 0.50% | +32,074+122.5% | Added |
| CAPROCK Group, Inc. | 58,225 | $10.3M | 0.22% | +3,691+6.8% | Added |
| Trifecta Capital Advisors, LLC | 58,148 | $10.3M | 1.53% | +1,735+3.1% | Added |
| Assenagon Asset Management S.A. | 57,550 | $10.2M | 0.02% | −2,665−4.4% | Reduced |
| Maryland State Retirement & Pension System | 57,412 | $10.2M | 0.21% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 57,344 | $10.2M | 1.78% | +255+0.4% | Added |
| Baugh & Associates, LLC | 62,022 | $10.1M | 4.99% | −1,934−3.0% | Reduced |
| Edgestream Partners, L.P. | 57,008 | $10.1M | 0.28% | +54,833+2,521.1% | Added |
| Aureus Asset Management, LLC | 56,957 | $10.1M | 0.64% | +154+0.3% | Added |
| ING Groep NV | 56,852 | $10.1M | 0.06% | +37+0.1% | Added |
| Raiffeisen Bank International AG | 56,342 | $10.1M | 0.13% | −6,071−9.7% | Reduced |
| New Mexico Educational Retirement Board | 56,110 | $9.96M | 0.30% | +300+0.5% | Added |
| Becker Capital Management Inc | 55,862 | $9.92M | 0.28% | −164−0.3% | Reduced |
| Greenwood Capital Associates LLC | 55,806 | $9.91M | 1.08% | −2,714−4.6% | Reduced |
| Parallel Advisors, LLC | 55,790 | $9.90M | 0.18% | +748+1.4% | Added |
| Hilltop Holdings Inc. | 54,904 | $9.75M | 0.59% | −2,738−4.8% | Reduced |
| Loomis Sayles & Co L P | 54,153 | $9.61M | 0.01% | −18,079−25.0% | Reduced |
| RSM US Wealth Management LLC | 53,302 | $9.55M | 0.12% | +734+1.4% | Added |
| Siemens Fonds Invest GmbH | 53,200 | $9.53M | 0.51% | +3,188+6.4% | Added |
| Tradewinds, LLC. | 53,559 | $9.51M | 2.27% | −7,893−12.8% | Reduced |
| Old Second National Bank of Aurora | 52,760 | $9.37M | 1.87% | +94+0.2% | Added |
| Jupiter Wealth Management LLC | 55,688 | $9.36M | 4.17% | +2,613+4.9% | Added |
| Sterling Capital Management LLC | 52,534 | $9.33M | 0.15% | +18,556+54.6% | Added |
| Hudson Valley Investment Advisors Inc | 52,388 | $9.30M | 1.03% | −11,742−18.3% | Reduced |
| Fundamentun, LLC | 52,126 | $9.25M | 0.37% | +31,819+156.7% | Added |
| Private Wealth Partners, LLC | 51,798 | $9.20M | 0.65% | −3,450−6.2% | Reduced |
| White Pine Investment CO | 51,335 | $9.11M | 2.15% | −1,645−3.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 51,208 | $9.09M | 2.09% | −29−0.1% | Reduced |
| Groupe la Francaise | 51,178 | $9.09M | 0.13% | +48,286+1,669.6% | Added |
| Diversified Trust Co | 50,872 | $9.03M | 0.17% | +2,629+5.4% | Added |
| Marvin & Palmer Associates Inc | 50,818 | $9.02M | 6.37% | −1,783−3.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 50,535 | $8.97M | 0.62% | +522+1.0% | Added |
| Principal Street Partners, LLC | 50,286 | $8.93M | 1.51% | −934−1.8% | Reduced |
| First National Trust Co | 49,527 | $8.79M | 0.29% | +822+1.7% | Added |
| Linscomb & Williams, Inc. | 49,388 | $8.77M | 0.37% | +1,637+3.4% | Added |
| Consolidated Investment Group LLC | 49,215 | $8.74M | 1.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 49,179 | $8.73M | 0.21% | −4,162−7.8% | Reduced |
| Xcel Wealth Management, LLC | 49,060 | $8.71M | 2.23% | −100.0% | Reduced |
| Joel Isaacson & Co., LLC | 48,609 | $8.63M | 0.28% | +200+0.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 47,712 | $8.54M | 0.21% | +23,058+93.5% | Added |
| Vise Technologies, Inc. | 47,986 | $8.52M | 0.17% | +3,782+8.6% | Added |
| United Capital Financial Advisers, LLC | 47,940 | $8.51M | 0.05% | +5,149+12.0% | Added |
| Sarasin & Partners LLP | 47,619 | $8.45M | 0.09% | +4,811+11.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 47,523 | $8.44M | 0.37% | +2,395+5.3% | Added |
| Elk River Wealth Management, LLC | 47,304 | $8.39M | 1.35% | −1,608−3.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 47,203 | $8.38M | 1.18% | +47,203 | New |
| Hennessy Advisors Inc | 47,000 | $8.34M | 0.30% | −2,300−4.7% | Reduced |
| Dakota Wealth Management | 46,978 | $8.34M | 0.15% | −3,860−7.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 46,945 | $8.33M | 0.29% | +46,945 | New |
| Worm Capital, LLC | 46,858 | $8.32M | 5.73% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 46,839 | $8.32M | 2.15% | +46,839 | New |
| Great Valley Advisor Group, Inc. | 46,823 | $8.31M | 0.16% | −2,965−6.0% | Reduced |
| Wealth High Governance Capital Ltda | 46,769 | $8.30M | 2.43% | +46,769 | New |
| Kovitz Investment Group Partners, LLC | 46,436 | $8.24M | 0.18% | −180,868−79.6% | Reduced |
| Integrated Advisors Network LLC | 45,917 | $8.15M | 0.36% | −1,718−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 45,896 | $8.15M | 0.20% | +30,802+204.1% | Added |
| Hoey Investments, Inc | 45,852 | $8.14M | 1.10% | +5,141+12.6% | Added |
| Cunning Capital Partners, LP | 45,796 | $8.13M | 3.76% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 45,577 | $8.09M | 0.51% | +18,600+68.9% | Added |
| Summit Financial, LLC | 45,168 | $8.02M | 0.12% | −1,536−3.3% | Reduced |
| Gotham Asset Management, LLC | 44,906 | $7.97M | 0.03% | +431+1.0% | Added |
| HighPoint Advisor Group LLC | 44,862 | $7.96M | 0.18% | +6,130+15.8% | Added |
| Principal Securities, Inc. | 44,550 | $7.91M | 0.12% | +5,175+13.1% | Added |
| SevenBridge Financial Group, LLC | 43,460 | $7.90M | 1.27% | −153−0.4% | Reduced |
| EP Wealth Advisors, LLC | 44,055 | $7.82M | 0.04% | +44,055 | New |
| Occidental Asset Management, LLC | 43,610 | $7.74M | 0.93% | +812+1.9% | Added |
| Ameritas Investment Partners, Inc. | 43,554 | $7.73M | 0.24% | −3,715−7.9% | Reduced |
| Horizon Investments, LLC | 42,981 | $7.63M | 0.10% | +2,475+6.1% | Added |
| Canada Post Corp Registered Pension Plan | 42,905 | $7.62M | 0.29% | +1,019+2.4% | Added |
| Van Eck Associates Corp | 42,834 | $7.60M | 0.01% | +1,383+3.3% | Added |
| Perigon Wealth Management, LLC | 42,610 | $7.56M | 0.14% | +9,340+28.1% | Added |
| City Holding Co | 42,430 | $7.53M | 0.93% | +1,860+4.6% | Added |
| FNY Investment Advisers, LLC | 42,400 | $7.53M | 2.15% | +36,963+679.8% | Added |
| Trajan Wealth LLC | 42,378 | $7.52M | 0.31% | −735−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 42,317 | $7.51M | 0.18% | −8,351−16.5% | Reduced |
| SkyOak Wealth, LLC | 42,031 | $7.46M | 1.34% | −150−0.4% | Reduced |
| Global Retirement Partners, LLC | 41,722 | $7.41M | 0.13% | +16,240+63.7% | Added |
| Stenger Family Office, LLC | 41,655 | $7.40M | 1.53% | +2,959+7.6% | Added |
| Clearstead Advisors, LLC | 41,356 | $7.34M | 0.09% | +1,661+4.2% | Added |
| Tokio Marine Asset Management Co Ltd | 40,544 | $7.20M | 0.25% | +954+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,459 | $7.18M | 1.15% | +166+0.4% | Added |
| PEAK6 LLC | 40,457 | $7.18M | 0.20% | −47,295−53.9% | Reduced |
| Brentview Investment Management LLC | 40,077 | $7.11M | 3.22% | +253+0.6% | Added |
| North Dakota State Investment Board | 39,442 | $7.00M | 0.26% | +39,442 | New |