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 |
|---|---|---|---|---|---|
| BNP Paribas | 39,208 | $6.96M | 0.20% | +34,935+817.6% | Added |
| Plato Investment Management Ltd | 39,016 | $6.96M | 0.45% | +4,421+12.8% | Added |
| Callan Family Office, LLC | 39,170 | $6.95M | 0.15% | +13,439+52.2% | Added |
| V-Square Quantitative Management LLC | 39,025 | $6.93M | 0.72% | −445−1.1% | Reduced |
| Independent Advisor Alliance | 38,746 | $6.88M | 0.17% | −1,719−4.2% | Reduced |
| Caisse des Depots Et Consignations | 38,678 | $6.87M | 0.16% | −3,694−8.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,594 | $6.85M | 0.08% | −73−0.2% | Reduced |
| Ritholtz Wealth Management | 38,352 | $6.81M | 0.12% | +2,569+7.2% | Added |
| Quadrant Capital Group LLC | 38,346 | $6.81M | 0.21% | +297+0.8% | Added |
| Cypress Financial Planning LLC | 37,721 | $6.76M | 1.89% | +40.0% | Added |
| Frank, Rimerman Advisors LLC | 38,003 | $6.75M | 0.43% | +29+0.1% | Added |
| Capital Investment Counsel, LLC | 37,535 | $6.66M | 0.93% | +864+2.4% | Added |
| Cary Street Partners Financial LLC | 37,508 | $6.66M | 0.16% | −1,072−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 37,310 | $6.62M | 0.80% | +53+0.1% | Added |
| Morangie Management LLC | 37,049 | $6.58M | 5.24% | +1,672+4.7% | Added |
| Advisory Services Network, LLC | 36,997 | $6.57M | 0.09% | +5,197+16.3% | Added |
| Stock Yards Bank & Trust Co | 36,881 | $6.55M | 0.20% | −2,104−5.4% | Reduced |
| Savant Capital, LLC | 36,740 | $6.52M | 0.04% | −229−0.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 36,549 | $6.49M | 0.23% | +802+2.2% | Added |
| Burney Co | 36,400 | $6.46M | 0.20% | +11,507+46.2% | Added |
| Inspire Trust Co, N.A. | 36,019 | $6.39M | 1.05% | +19+0.1% | Added |
| NBC Securities, Inc. | 35,984 | $6.39M | 0.48% | −178−0.5% | Reduced |
| Brasada Capital Management, LP | 35,039 | $6.37M | 1.10% | +1,047+3.1% | Added |
| Catalytic Wealth RIA, LLC | 35,774 | $6.35M | 0.23% | −14,516−28.9% | Reduced |
| Dark Forest Capital Management LP | 35,689 | $6.34M | 0.29% | −3,062−7.9% | Reduced |
| S&CO Inc | 35,142 | $6.24M | 0.39% | −100−0.3% | Reduced |
| Simon Quick Advisors, LLC | 34,983 | $6.21M | 0.27% | +1,033+3.0% | Added |
| Capital Group Private Client Services, Inc. | 34,804 | $6.18M | 0.10% | −378−1.1% | Reduced |
| Ibex Wealth Advisors | 34,765 | $6.17M | 0.60% | +1,859+5.6% | Added |
| Sandy Cove Advisors, LLC | 34,755 | $6.17M | 1.83% | −1,333−3.7% | Reduced |
| Skopos Labs, Inc. | 34,287 | $6.17M | 0.28% | +6,241+22.3% | Added |
| Walleye Trading LLC | 34,520 | $6.13M | 0.10% | +34,520 | New |
| Change Path, LLC | 34,491 | $6.12M | 0.15% | +1,490+4.5% | Added |
| Carret Asset Management, LLC | 34,466 | $6.12M | 0.58% | +20.0% | Added |
| Lighthouse Investment Partners, LLC | 34,433 | $6.11M | 0.20% | −146,967−81.0% | Reduced |
| Highland Capital Management, LLC | 34,410 | $6.11M | 0.30% | −1,610−4.5% | Reduced |
| Voleon Capital Management LP | 34,333 | $6.10M | 0.13% | +12,632+58.2% | Added |
| Glenview Trust Co | 34,192 | $6.07M | 0.09% | −10,441−23.4% | Reduced |
| Compagnie Lombard Odier SCmA | 34,100 | $6.05M | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 34,072 | $6.05M | 0.12% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 34,063 | $6.05M | 1.71% | −401−1.2% | Reduced |
| Logan Capital Management Inc | 33,993 | $6.03M | 0.25% | −1,039−3.0% | Reduced |
| KMG Fiduciary Partners, LLC | 33,946 | $6.03M | 0.43% | −810−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 33,898 | $6.02M | 0.19% | +10.0% | Added |
| Prime Capital Investment Advisors, LLC | 33,869 | $6.01M | 0.07% | −639−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 33,566 | $5.96M | 0.22% | −1,886−5.3% | Reduced |
| Bleakley Financial Group, LLC | 33,552 | $5.96M | 0.10% | +4,532+15.6% | Added |
| Core Alternative Capital | 33,276 | $5.91M | 1.63% | −543−1.6% | Reduced |
| L & S Advisors Inc | 33,211 | $5.90M | 0.54% | +33,211 | New |
| Adell Harriman & Carpenter Inc | 33,207 | $5.90M | 0.35% | +3,266+10.9% | Added |
| GAMMA Investing LLC | 33,094 | $5.88M | 0.30% | +2,650+8.7% | Added |
| Cito Capital Group, LLC | 32,955 | $5.85M | 1.71% | −3,200−8.9% | Reduced |
| Sciencast Management LP | 32,919 | $5.84M | 0.81% | +32,919 | New |
| Securian Asset Management, Inc | 32,844 | $5.83M | 0.22% | −25,746−43.9% | Reduced |
| RNC Capital Management LLC | 32,836 | $5.83M | 0.27% | −1,245−3.7% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $5.83M | 1.97% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32,583 | $5.78M | 0.17% | −58,796−64.3% | Reduced |
| Everence Capital Management Inc | 32,291 | $5.73M | 0.34% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 32,267 | $5.73M | 0.16% | +32,267 | New |
| Cresset Asset Management, LLC | 32,245 | $5.72M | 0.02% | +227+0.7% | Added |
| Scholtz & Company, LLC | 32,219 | $5.72M | 2.48% | +101+0.3% | Added |
| Sigma Planning Corp | 32,142 | $5.71M | 0.16% | +328+1.0% | Added |
| Equitable Holdings, Inc. | 32,092 | $5.70M | 0.04% | −712−2.2% | Reduced |
| VMS Asset Management Limited | 31,900 | $5.66M | 2.18% | +31,900 | New |
| South State Corp. | 31,877 | $5.66M | 0.25% | +375+1.2% | Added |
| CoreCap Advisors, LLC | 31,614 | $5.61M | 0.20% | +2,017+6.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,174 | $5.53M | 0.39% | −11,000−26.1% | Reduced |
| Sculati Wealth Management, LLC | 31,146 | $5.53M | 1.95% | +168+0.5% | Added |
| Torray LLC | 31,138 | $5.53M | 0.79% | −8,594−21.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 31,001 | $5.50M | 2.75% | −683−2.2% | Reduced |
| Salem Investment Counselors Inc | 30,905 | $5.49M | 0.15% | +314+1.0% | Added |
| Sowell Financial Services LLC | 30,796 | $5.47M | 0.20% | −58−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 30,679 | $5.45M | 0.16% | +225+0.7% | Added |
| HCR Wealth Advisors | 30,496 | $5.41M | 0.54% | +246+0.8% | Added |
| Forum Financial Management, LP | 30,489 | $5.41M | 0.07% | −2,605−7.9% | Reduced |
| Fidelis Capital Partners, LLC | 30,482 | $5.41M | 0.39% | +637+2.1% | Added |
| StoneX Group Inc. | 30,322 | $5.38M | 0.23% | +1,056+3.6% | Added |
| IMC-Chicago, LLC | 30,327 | $5.38M | 0.09% | +30,327 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $5.38M | 0.35% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 30,295 | $5.38M | 0.23% | +2,530+9.1% | Added |
| Gifford Fong Associates | 30,000 | $5.33M | 1.06% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 29,969 | $5.32M | 2.18% | +2,643+9.7% | Added |
| EFG International AG | 29,910 | $5.31M | 0.10% | +29,910 | New |
| Farther Finance Advisors, LLC | 29,744 | $5.28M | 0.06% | +8,512+40.1% | Added |
| Mattson Financial Services, LLC | 29,231 | $5.19M | 1.21% | −2,120−6.8% | Reduced |
| Financial Advisory Service, Inc. | 29,172 | $5.18M | 0.33% | +1,418+5.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,070 | $5.16M | 0.01% | −61,952−68.1% | Reduced |
| Brown Brothers Harriman & Co | 28,792 | $5.11M | 0.03% | +5,532+23.8% | Added |
| Stephens Inc | 28,692 | $5.09M | 0.06% | +439+1.6% | Added |
| Evergreen Capital Management LLC | 28,655 | $5.09M | 0.11% | +16,308+132.1% | Added |
| Cornerstone Advisors, LLC | 28,600 | $5.08M | 0.17% | −66,600−70.0% | Reduced |
| Amica Mutual Insurance Co | 28,530 | $5.07M | 0.44% | −3,771−11.7% | Reduced |
| Myriad Asset Management Advisors LLC | 28,520 | $5.06M | 1.56% | +28,520 | New |
| New Millennium Group LLC | 28,510 | $5.06M | 2.19% | −880−3.0% | Reduced |
| Northwest Bancshares, Inc. | 28,382 | $5.04M | 0.97% | −5,382−15.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 28,365 | $5.04M | 0.08% | −40,507−58.8% | Reduced |
| Signaturefd, LLC | 28,280 | $5.02M | 0.08% | +956+3.5% | Added |
| CBOE Vest Financial, LLC | 28,269 | $5.02M | 0.06% | +7,030+33.1% | Added |
| Americana Partners, LLC | 28,242 | $5.01M | 0.14% | −810−2.8% | Reduced |
| Benjamin Edwards Inc | 28,220 | $5.01M | 0.06% | +1,605+6.0% | Added |