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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 28,138 | $5.00M | 0.08% | +7,272+34.9% | Added |
| Quest Partners LLC | 28,107 | $4.99M | 0.28% | −1,461−4.9% | Reduced |
| Smith, Salley & Associates | 27,838 | $4.94M | 0.24% | +2,093+8.1% | Added |
| K.J. Harrison & Partners Inc | 27,709 | $4.92M | 0.65% | 00.0% | Unchanged |
| Central Trust Co | 27,656 | $4.91M | 0.10% | −2,921−9.6% | Reduced |
| Greenleaf Trust | 27,563 | $4.89M | 0.04% | −308−1.1% | Reduced |
| Meyer Handelman Co | 27,338 | $4.85M | 0.15% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 27,193 | $4.83M | 0.41% | −158−0.6% | Reduced |
| Arkadios Wealth Advisors | 26,772 | $4.75M | 0.09% | +4,572+20.6% | Added |
| Cullinan Associates Inc | 26,744 | $4.75M | 0.32% | −7,406−21.7% | Reduced |
| Griffin Asset Management, Inc. | 26,537 | $4.71M | 0.51% | +1,345+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,451 | $4.70M | 0.11% | +13,934+111.3% | Added |
| Lincluden Management Ltd | 26,422 | $4.69M | 0.40% | −5,724−17.8% | Reduced |
| Next Level Private LLC | 26,342 | $4.68M | 1.23% | −60.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 26,080 | $4.67M | 0.44% | +933+3.7% | Added |
| NewEdge Wealth, LLC | 26,297 | $4.67M | 0.05% | +10,086+62.2% | Added |
| Dimension Capital Management LLC | 26,270 | $4.66M | 0.65% | 00.0% | Unchanged |
| First National Advisers, LLC | 26,224 | $4.66M | 0.64% | −6,315−19.4% | Reduced |
| First National Bank of Omaha | 26,184 | $4.65M | 0.14% | −6,584−20.1% | Reduced |
| GAM Holding AG | 26,130 | $4.64M | 0.30% | +23,576+923.1% | Added |
| Rossmore Private Capital | 26,124 | $4.64M | 0.42% | +1,153+4.6% | Added |
| Truvestments Capital LLC | 26,025 | $4.62M | 0.84% | −483−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 25,992 | $4.61M | 0.05% | +603+2.4% | Added |
| Capital Asset Advisory Services LLC | 24,571 | $4.61M | 0.19% | −1,047−4.1% | Reduced |
| National Asset Management, Inc. | 25,849 | $4.59M | 0.22% | −82−0.3% | Reduced |
| Palisade Asset Management, LLC | 25,807 | $4.58M | 0.45% | −60−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 25,754 | $4.57M | 0.35% | +1,926+8.1% | Added |
| Wealthspire Advisors, LLC | 25,669 | $4.56M | 0.04% | +3,526+15.9% | Added |
| We Are One Seven, LLC | 25,569 | $4.54M | 0.09% | +1,115+4.6% | Added |
| TD Private Client Wealth LLC | 25,542 | $4.53M | 0.10% | −1,632−6.0% | Reduced |
| Harbor Capital Advisors, Inc. | 25,516 | $4.53M | 0.35% | −37−0.1% | Reduced |
| Culbertson A N & Co Inc | 25,383 | $4.51M | 0.62% | +160+0.6% | Added |
| Patten & Patten Inc | 25,359 | $4.50M | 0.26% | −4,799−15.9% | Reduced |
| Bradyco, Inc. | 25,328 | $4.50M | 5.58% | −20,000−44.1% | Reduced |
| Franklin Street Advisors Inc | 25,061 | $4.45M | 0.25% | +61+0.2% | Added |
| Beacon Pointe Advisors, LLC | 25,057 | $4.45M | 0.03% | +1,179+4.9% | Added |
| Trilogy Capital Inc. | 25,014 | $4.44M | 0.20% | −2,305−8.4% | Reduced |
| Arrow Capital Pty Ltd | 25,000 | $4.44M | 4.25% | +25,000 | New |
| Meridian Wealth Advisors, LLC | 24,959 | $4.43M | 0.61% | +24,959 | New |
| Trexquant Investment LP | 24,904 | $4.42M | 0.04% | +24,904 | New |
| Trust Co of Toledo NA | 24,894 | $4.42M | 0.44% | −400−1.6% | Reduced |
| Stolper Co | 24,844 | $4.41M | 1.30% | +120.0% | Added |
| Exchange Traded Concepts, LLC | 24,846 | $4.41M | 0.04% | +1,919+8.4% | Added |
| Brookstone Capital Management | 24,797 | $4.40M | 0.05% | +1,655+7.2% | Added |
| Summit Trail Advisors, LLC | 24,650 | $4.38M | 0.08% | −3,757−13.2% | Reduced |
| Community Trust & Investment Co | 24,649 | $4.38M | 0.23% | −506−2.0% | Reduced |
| Concord Wealth Partners | 24,560 | $4.36M | 0.57% | +850+3.6% | Added |
| Northstar Advisory Group, LLC | 24,304 | $4.31M | 1.53% | +10,242+72.8% | Added |
| Fulton Bank, N.A. | 24,242 | $4.30M | 0.15% | +1,752+7.8% | Added |
| LSV Asset Management | 24,227 | $4.30M | 0.01% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 24,127 | $4.28M | 0.74% | +283+1.2% | Added |
| Northeast Investment Management | 23,939 | $4.25M | 0.17% | −458−1.9% | Reduced |
| Vestcor Inc | 23,926 | $4.25M | 0.12% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 23,846 | $4.23M | 0.56% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 23,574 | $4.19M | 0.15% | −1,118−4.5% | Reduced |
| Leavell Investment Management, Inc. | 23,178 | $4.11M | 0.17% | +480+2.1% | Added |
| Lighthouse Financial Services Inc | 23,109 | $4.10M | 0.94% | +23,109 | New |
| Atomi Financial Group, Inc. | 23,037 | $4.09M | 0.12% | +2,743+13.5% | Added |
| Syon Capital LLC | 23,025 | $4.09M | 0.20% | +1,565+7.3% | Added |
| J. Safra Sarasin Holding AG | 22,961 | $4.08M | 0.07% | −2,668−10.4% | Reduced |
| Alcosta Capital Management, Inc. | 22,898 | $4.07M | 2.56% | +22,898 | New |
| Canandaigua National Bank & Trust Co | 22,731 | $4.04M | 0.36% | −735−3.1% | Reduced |
| Donoghue Forlines LLC | 22,703 | $4.03M | 1.25% | +13,019+134.4% | Added |
| Hillsdale Investment Management Inc. | 22,510 | $4.00M | 0.11% | +18,180+419.9% | Added |
| Bartlett & Co. Wealth Management LLC | 22,406 | $3.98M | 0.05% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 22,137 | $3.96M | 0.82% | −63−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 22,233 | $3.95M | 0.27% | −375−1.7% | Reduced |
| Asio Capital, LLC | 21,952 | $3.90M | 0.55% | −380−1.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $3.87M | 0.12% | 00.0% | Unchanged |
| Tema ETFs LLC | 21,773 | $3.87M | 0.30% | −64−0.3% | Reduced |
| TCTC Holdings, LLC | 21,762 | $3.86M | 0.12% | 00.0% | Unchanged |
| River Street Advisors LLC | 21,742 | $3.86M | 1.45% | +418+2.0% | Added |
| Aaron Wealth Advisors | 21,730 | $3.86M | 0.21% | +3,306+17.9% | Added |
| IFG Advisory, LLC | 21,563 | $3.83M | 0.17% | −70.0% | Reduced |
| True North Advisors, LLC | 21,538 | $3.82M | 0.49% | +368+1.7% | Added |
| Sagespring Wealth Partners, LLC | 21,494 | $3.82M | 0.07% | +1,569+7.9% | Added |
| Integrated Wealth Concepts LLC | 21,436 | $3.81M | 0.05% | −6,322−22.8% | Reduced |
| Sit Investment Associates Inc | 21,305 | $3.78M | 0.07% | +21,305 | New |
| William B. Walkup & Associates, Inc. | 21,228 | $3.77M | 2.06% | −379−1.8% | Reduced |
| Moody National Bank Trust Division | 21,181 | $3.76M | 0.36% | −10,424−33.0% | Reduced |
| GM Advisory Group, Inc. | 20,988 | $3.73M | 0.15% | +39+0.2% | Added |
| Regions Financial Corp | 20,928 | $3.72M | 0.02% | +127+0.6% | Added |
| Lipe & Dalton | 20,923 | $3.71M | 1.83% | −1,831−8.0% | Reduced |
| ISAM Funds (UK) Ltd | 20,851 | $3.70M | 1.33% | +20,851 | New |
| Steel Peak Wealth Management LLC | 20,840 | $3.70M | 0.12% | −32,281−60.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,820 | $3.70M | 0.07% | −1,418−6.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,808 | $3.69M | 0.18% | +10,900+110.0% | Added |
| Hurley Capital, LLC | 20,778 | $3.69M | 2.07% | +91+0.4% | Added |
| Coastline Trust Co | 20,766 | $3.69M | 0.35% | +4,280+26.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,102 | $3.67M | 0.03% | −250−1.2% | Reduced |
| Alaethes Wealth LLC | 20,655 | $3.67M | 1.03% | −60.0% | Reduced |
| MainStreet Investment Advisors LLC | 20,601 | $3.66M | 0.53% | −1,671−7.5% | Reduced |
| MidFirst Bank | 20,584 | $3.65M | 0.29% | +20,584 | New |
| Ashton Thomas Private Wealth, LLC | 20,511 | $3.64M | 0.09% | +2,336+12.9% | Added |
| McKinley Carter Wealth Services, Inc. | 20,476 | $3.64M | 0.20% | −170−0.8% | Reduced |
| Smartleaf Asset Management LLC | 20,257 | $3.63M | 0.14% | +3,284+19.3% | Added |
| Cornerstone Planning, LLC | 20,302 | $3.62M | 0.84% | +20,302 | New |
| Sumitomo Life Insurance Co | 20,327 | $3.61M | 0.10% | +176+0.9% | Added |
| Werlinich Asset Management, LLC | 20,070 | $3.59M | 1.77% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 20,195 | $3.59M | 0.82% | +20,195 | New |