Stock ownership · SEC 13F · Q4 2025
MORGAN STANLEY
Institutional ownership of MORGAN STANLEY (CUSIP 617446448) - who holds it, how concentrated it is, and what moved last quarter.
- $75.8M
- Reported value
- 14
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, MORGAN STANLEY ranks #172 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $75.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 14
- institutions hold it
- $75.8M
- reported 13F value
- 98%
- held by top 5
- #172
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, MORGAN STANLEY ranks #172 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 617446448 · Q4 2025 $76M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-HEAVY #172/775
- HOLDERS-NARROW 14 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH INTERCONTINENTAL EXC…
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: INTERCONTINENTAL EXCHANGE IN
Read with: Ownership concentration guide - MORGAN STANLEY's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · MORGAN STANLEY
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
MORGAN STANLEY vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
14 Top 39% higher than 61% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a MORGAN STANLEY position has risen from 10 to 14 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | GROUPAMA ASSET MANAGMENT | 290,510 | $51.6M | 68.0% |
| 2 | Pacer Advisors, Inc. | 94,744 | $16.8M | 22.2% |
| 3 | MidFirst Bank | 20,584 | $3.7M | 4.8% |
| 4 | DGS Capital Management, LLC | 5,542 | $984K | 1.3% |
| 5 | Titan Investment Management LLC | 5,383 | $956K | 1.3% |
| 6 | Anchor Investment Management, LLC | 4,814 | $855K | 1.1% |
| 7 | Tempo Wealth, LLC | 1,811 | $322K | 0.4% |
| 8 | Nolet Wealth Management, LLC | 1,426 | $253K | 0.3% |
| 9 | Banque Transatlantique SA | 1,398 | $248K | 0.3% |
| 10 | Bell Investment Advisors, Inc | 684 | $121K | 0.2% |
| 11 | Compass Financial Services Inc | 232 | $41K | 0.1% |
| 12 | TD Capital Management LLC | 75 | $13K | 0.0% |
| 13 | CHELSEA COUNSEL CO | 10 | $2K | 0.0% |
| 14 | SG Trading Solutions, LLC | 7,918 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MORGAN STANLEY's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for MORGAN STANLEY: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($75.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (14 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.