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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 20,080 | $3.56M | 0.11% | −678−3.3% | Reduced |
| Baldwin Investment Management, LLC | 19,673 | $3.49M | 0.39% | +10.0% | Added |
| Choate Investment Advisors | 19,670 | $3.49M | 0.07% | +1,185+6.4% | Added |
| Miracle Mile Advisors, LLC | 19,669 | $3.49M | 0.05% | +1,910+10.8% | Added |
| Capital Investment Advisors, LLC | 19,623 | $3.48M | 0.05% | −1,015−4.9% | Reduced |
| Andra AP-fonden | 19,597 | $3.48M | 0.04% | +19,597 | New |
| Fideuram Asset Management (Ireland) dac | 26,570 | $3.47M | 0.28% | +26,570 | New |
| Paradigm Asset Management Co LLC | 19,500 | $3.46M | 0.80% | −1,200−5.8% | Reduced |
| Hunter Associates Investment Management LLC | 19,446 | $3.45M | 0.46% | −182−0.9% | Reduced |
| Aigen Investment Management, LP | 19,281 | $3.42M | 0.79% | +19,281 | New |
| Cacti Asset Management LLC | 19,000 | $3.42M | 0.21% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 19,252 | $3.42M | 0.15% | −1,404−6.8% | Reduced |
| Graphene Investments SAS | 19,200 | $3.41M | 2.14% | −3,800−16.5% | Reduced |
| Schear Investment Advisers, LLC | 19,197 | $3.41M | 1.47% | +1,533+8.7% | Added |
| Caldwell Trust Co | 19,026 | $3.38M | 0.30% | −479−2.5% | Reduced |
| D L Carlson Investment Group Inc | 18,969 | $3.37M | 0.57% | −1,034−5.2% | Reduced |
| Insight Inv LLC | 18,966 | $3.37M | 1.89% | +347+1.9% | Added |
| Krilogy Financial LLC | 18,478 | $3.36M | 0.11% | +1,658+9.9% | Added |
| Howland Capital Management LLC | 18,898 | $3.35M | 0.13% | +3,259+20.8% | Added |
| Davenport & Co LLC | 18,749 | $3.33M | 0.02% | +611+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 18,690 | $3.32M | 0.04% | +1,483+8.6% | Added |
| Texas Yale Capital Corp. | 18,415 | $3.27M | 0.10% | +65+0.4% | Added |
| Hudson Canyon Capital Management | 18,385 | $3.26M | 1.91% | 00.0% | Unchanged |
| Whittier Trust Co | 17,384 | $3.26M | 0.04% | −192−1.1% | Reduced |
| Capital Investment Counsel, Inc | 18,371 | $3.26M | 0.38% | 00.0% | Unchanged |
| SHP Wealth Management | 18,337 | $3.26M | 0.25% | +18,337 | New |
| Snowden Capital Advisors LLC | 18,174 | $3.23M | 0.08% | +3,060+20.2% | Added |
| Redhawk Wealth Advisors, Inc. | 18,170 | $3.23M | 0.36% | +277+1.5% | Added |
| Ascent Group, LLC | 17,974 | $3.19M | 0.11% | −406−2.2% | Reduced |
| Strategic Advisors LLC | 17,943 | $3.19M | 0.50% | +35+0.2% | Added |
| Koshinski Asset Management, Inc. | 17,927 | $3.18M | 0.21% | −207−1.1% | Reduced |
| Shaker Investments LLC | 17,894 | $3.18M | 1.32% | −119−0.7% | Reduced |
| PFG Investments, LLC | 17,780 | $3.16M | 0.15% | +164+0.9% | Added |
| JPL Wealth Management, LLC | 17,756 | $3.15M | 0.77% | −642−3.5% | Reduced |
| Fulcrum Asset Management LLP | 17,542 | $3.14M | 0.87% | −520−2.9% | Reduced |
| Granite Group Advisors, LLC | 17,656 | $3.13M | 1.78% | −525−2.9% | Reduced |
| Dynasty Wealth Management, LLC | 17,641 | $3.13M | 0.03% | +1,434+8.8% | Added |
| Centaurus Financial, Inc. | 17,625 | $3.13M | 0.14% | +1,830+11.6% | Added |
| Covenant Asset Management, LLC | 17,565 | $3.12M | 0.60% | −1,321−7.0% | Reduced |
| Resources Investment Advisors, LLC. | 17,557 | $3.12M | 0.03% | +72+0.4% | Added |
| Rydar Equities, Inc. | 17,527 | $3.11M | 2.43% | −393−2.2% | Reduced |
| Crestwood Advisors Group LLC | 17,511 | $3.11M | 0.05% | +827+5.0% | Added |
| Mach-1 Financial Group, Inc. | 17,493 | $3.11M | 0.64% | +17,493 | New |
| Belpointe Asset Management LLC | 17,455 | $3.10M | 0.11% | −1,568−8.2% | Reduced |
| Abbot Financial Management, Inc. | 17,425 | $3.09M | 1.28% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 17,418 | $3.09M | 0.07% | +343+2.0% | Added |
| Bradley Foster & Sargent Inc | 17,412 | $3.09M | 0.05% | −20.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 17,397 | $3.09M | 0.93% | −1,980−10.2% | Reduced |
| Intrust Bank NA | 17,387 | $3.09M | 0.26% | +218+1.3% | Added |
| Harvest Investment Advisors, LLC | 17,369 | $3.08M | 1.75% | −1,625−8.6% | Reduced |
| Alerus Financial NA | 17,363 | $3.08M | 0.15% | −10,924−38.6% | Reduced |
| Huntleigh Advisors, Inc. | 17,332 | $3.08M | 0.52% | +2,007+13.1% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $3.08M | 0.10% | 00.0% | Unchanged |
| Optiver Holding B.V. | 17,322 | $3.08M | 0.06% | +17,322 | New |
| BOK Financial Private Wealth, Inc. | 17,204 | $3.05M | 0.19% | −48−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,157 | $3.05M | 0.03% | +2,462+16.8% | Added |
| Cookson Peirce & Co Inc | 17,150 | $3.04M | 0.13% | +1,214+7.6% | Added |
| XTX Topco Ltd | 17,061 | $3.03M | 0.08% | +2,821+19.8% | Added |
| GTS Securities LLC | 17,038 | $3.02M | 0.10% | +9,750+133.8% | Added |
| Hall Laurie J Trustee | 17,000 | $3.02M | 1.00% | −1,000−5.6% | Reduced |
| Ironwood Investment Counsel, LLC | 16,942 | $3.01M | 0.42% | −229−1.3% | Reduced |
| Heritage Trust Co | 16,923 | $3.00M | 0.31% | +1,533+10.0% | Added |
| Wealthcare Advisory Partners LLC | 16,909 | $3.00M | 0.06% | +1,063+6.7% | Added |
| Oak Asset Management, LLC | 16,763 | $2.98M | 1.01% | −165−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 16,718 | $2.97M | 0.31% | −128−0.8% | Reduced |
| Somerset Trust Co | 16,656 | $2.96M | 0.90% | +196+1.2% | Added |
| Atlas Legacy Advisors, LLC | 16,394 | $2.95M | 0.52% | −767−4.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.93M | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 16,478 | $2.93M | 0.01% | −169−1.0% | Reduced |
| Capula Management Ltd | 16,453 | $2.92M | 0.02% | +13,986+566.9% | Added |
| Altman Advisors, Inc. | 16,408 | $2.91M | 1.10% | −500−3.0% | Reduced |
| IFC Advisors LLC | 16,385 | $2.91M | 0.42% | +35+0.2% | Added |
| Arrow Financial Corp | 16,270 | $2.89M | 0.29% | −562−3.3% | Reduced |
| Freedom Day Solutions, LLC | 16,269 | $2.89M | 0.78% | −467−2.8% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 16,166 | $2.87M | 1.76% | +16,166 | New |
| LOM Asset Management Ltd | 16,162 | $2.87M | 0.83% | +118+0.7% | Added |
| Qtron Investments LLC | 16,103 | $2.86M | 0.37% | −2,307−12.5% | Reduced |
| Cherokee Insurance Co | 16,000 | $2.84M | 1.15% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 16,000 | $2.84M | 0.56% | +16,000 | New |
| Brown Financial Advisors | 15,939 | $2.83M | 1.04% | −968−5.7% | Reduced |
| BDF-Gestion | 15,938 | $2.83M | 0.35% | +15,938 | New |
| AMG National Trust Bank | 15,932 | $2.83M | 0.07% | +1,132+7.6% | Added |
| Parkside Financial Bank & Trust | 15,894 | $2.82M | 0.21% | +44+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,893 | $2.82M | 0.07% | +3,790+31.3% | Added |
| Charter Oak Capital Management, LLC | 15,824 | $2.81M | 0.21% | −262−1.6% | Reduced |
| Machina Capital S.A.S. | 15,808 | $2.81M | 0.54% | +15,808 | New |
| Aspen Grove Capital, LLC | 15,767 | $2.80M | 0.49% | +30.0% | Added |
| Prospera Financial Services Inc | 15,759 | $2.80M | 0.05% | +1,193+8.2% | Added |
| White Pine Capital LLC | 15,622 | $2.77M | 0.76% | −30−0.2% | Reduced |
| Bahl & Gaynor Inc | 15,579 | $2.77M | 0.01% | +2,879+22.7% | Added |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.75M | 0.83% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 15,396 | $2.73M | 1.77% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15,365 | $2.73M | 1.49% | +213+1.4% | Added |
| Checchi Capital Advisers, LLC | 15,356 | $2.73M | 0.19% | −249−1.6% | Reduced |
| Headlands Technologies LLC | 15,356 | $2.73M | 0.23% | +15,356 | New |
| Meadowbrook Advisors Group, LLC | 15,322 | $2.72M | 1.52% | +15,322 | New |
| Sanibel Captiva Trust Company, Inc. | 15,287 | $2.71M | 0.07% | +1,263+9.0% | Added |
| Decatur Capital Management, Inc. | 15,237 | $2.71M | 1.10% | −758−4.7% | Reduced |
| AlTi Global, Inc. | 15,188 | $2.70M | 0.06% | +1,694+12.6% | Added |
| Waterfront Wealth Inc. | 14,836 | $2.69M | 0.51% | −46−0.3% | Reduced |