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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

Q1 2026 vs. Q4 2025

How the institutions holding Morgan Stanley changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of MS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2,533402,514+21
Shares1.35B138.4M1.33B+116.9M (+9.7%)
Value$239.4B$24.6B$218.0B+$3.23B (+1.5%)

40 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (179)

Institutions that held Morgan Stanley at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 179 by value.

Institutions new to MS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC77,715,132$12.8B0.32%
Vanguard Portfolio Management LLC30,240,801$4.98B0.26%
Vanguard Fiduciary Trust Co6,753,689$1.11B0.28%
Vanguard Global Advisers, LLC2,645,928$435.4M0.23%
Vanguard Asset Management, Ltd2,308,186$379.9M0.32%
Winslow Capital Management, LLC965,439$158.9M0.62%
Renaissance Technologies LLC674,111$110.9M0.17%
Vanguard Investments Australia, Ltd.590,393$97.2M0.28%
Actiam N.V.554,412$91.2M0.89%
CIBC Bancorp USA Inc.505,906$83.3M0.11%
Westfield Capital Management Co LP496,558$81.7M0.34%
Fullerton Fund Management Co Ltd.414,871$68.3M5.47%
SEB Asset Management AB319,636$52.6M0.22%
Empowered Funds, LLC252,788$41.6M0.27%
Caldwell Investment Management Ltd.250,000$39.6M15.54%
TIAA Wealth Investment Management LLC142,207$23.4M0.18%
Hound Partners, LLC141,570$23.3M2.94%
Voloridge Investment Management, LLC124,852$20.5M0.08%
Capitolis Liquid Global Markets LLC112,760$18.6M0.12%
Danica Pension, Livsforsikringsaktieselskab87,565$14.4M0.27%
Think Investments LP67,800$11.2M1.50%
Emerald Investment Advisers, LLC63,315$10.4M0.94%
Prana Capital Management, LP57,609$9.48M0.29%
Financiere des Professionnels - Fonds d,investissement inc.53,799$8.85M0.52%
Sienna Gestion46,245$7.38M0.48%
Saudi Central Bank43,823$7.21M0.15%
Geremia Financial Services, LLC40,000$6.58M5.36%
Graham Capital Management, L.P.38,133$6.28M0.21%
Algert Global LLC36,914$6.07M0.09%
Vertrix Wealth Management, LLC30,880$5.08M1.87%
Tiaa-Cref Individual & Institutional Services, LLC30,752$5.06M0.02%
Hedeker Wealth, LLC26,232$4.32M0.91%
JBF Capital, Inc.25,000$4.11M0.61%
Dymon Asia Capital (Singapore) Pte. Ltd.24,000$3.95M0.87%
Wolverine Asset Management LLC22,736$3.74M0.06%
Spartan Wealth Advisory Services LLC22,311$3.67M0.32%
Canandaigua National Corp22,095$3.64M0.33%
Limestone Investment Advisors LP19,834$3.26M1.60%
Alphadyne Asset Management LP18,146$2.99M0.39%
Advent Capital Management18,000$2.96M0.09%
Talon Private Wealth, LLC16,081$2.65M0.35%
P.A.W. Capital Corp15,875$2.60M2.08%
J. Goldman & Co LP15,700$2.58M0.12%
Nicolet Bankshares Inc15,615$2.58M0.10%
Consolidated Planning Corp15,614$2.57M0.42%
Aragon Global Management, LP15,150$2.49M1.74%
SeaBridge Investment Advisors LLC14,997$2.47M0.42%
Brighton Jones LLC14,517$2.39M0.05%
OmniStar Financial Group, Inc.14,380$2.37M1.23%
FORA Capital, LLC14,069$2.31M0.17%
M Holdings Securities, Inc.11,414$2.10M0.14%
VCI Wealth Management LLC12,359$2.03M0.56%
E Fund Management Co., Ltd.12,290$2.02M0.06%
PDT Partners, LLC11,800$1.94M0.11%
Caption Management, LLC11,000$1.81M0.09%
International Assets Investment Management, LLC259,923$1.80M0.12%
Vann Equity Management LLC10,512$1.73M1.23%
Gateway Wealth Partners, LLC10,307$1.70M0.07%
Numerai GP LLC9,026$1.49M0.15%
Carlson Capital L P8,682$1.43M0.56%
Atom Investors LP8,150$1.34M0.10%
Stevens Capital Management LP7,974$1.31M0.20%
Summit Wealth Partners, LLC7,410$1.22M0.19%
FCG Investment Co6,949$1.14M0.50%
LMR Partners LLP6,315$1.04M0.01%
Ally Financial Inc.6,000$987.4K0.12%
Clear Wave Wealth Management LLC5,597$921.1K0.23%
Oslo Pensjonsforsikring AS5,531$910.2K0.14%
Capital Markets Trading UK LLP5,524$909.0K0.82%
Bain Capital Public Equity, LP5,383$885.9K4.93%
Red Lighthouse Investment Management, LLC5,283$869.4K0.29%
Krane Financial Solutions LLC5,190$854.1K0.58%
Two Sigma Securities, LLC5,098$839.0K0.10%
Vanguard National Trust Co4,484$737.9K0.05%
Ninepoint Partners LP4,375$720.0K0.09%
TRB Wealth Management, LLC4,309$709.1K0.10%
Strategy Asset Managers LLC4,090$673.1K0.11%
Defiance ETFs, LLC4,075$670.6K0.01%
Birnam Oak Advisors, LP4,000$658.3K0.18%
Encore Global Management, LP4,000$658.3K0.46%
Jackson Thornton Asset Management, LLC3,675$652.8K0.06%
Integrity Advisory Solutions, LLC3,708$610.4K0.08%
Oasis Advisors, LLC3,654$601.6K0.12%
LeClair Wealth Partners LLC3,642$599.4K0.21%
CMT Capital Markets Trading GmbH3,572$588.0K0.27%
Hexagon Capital Partners LLC3,399$559.4K0.08%
China Universal Asset Management Co., Ltd.3,381$556.4K0.04%
Sierra Capital LLC3,380$556.0K0.06%
Fosun International Ltd3,377$555.8K0.14%
Levin Capital Strategies, L.P.3,151$518.6K0.04%
Armistice Capital, LLC3,017$496.5K0.02%
First Affirmative Financial Network2,926$481.5K0.19%
Southeast Asset Advisors Inc.2,886$474.9K0.05%
Innovative Asset Advisors Group, LLC2,718$447.3K0.26%
Evergreen Wealth Solutions, LLC2,525$415.6K0.03%
Integrity Financial Corp2,525$415.5K0.21%
Gilbert & Cook, Inc.2,521$414.9K0.05%
BankPlus Wealth Management LLC2,504$412.2K0.21%
Marex Group plc2,488$409.5K0.00%
Marest Capital, LLC2,437$401.1K0.23%

Sold out (158)

Institutions that held Morgan Stanley at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 158 by value.

Institutions that sold out of MS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Advisers, LP1,069,000$189.8M
Freestone Grove Partners LP410,395$72.9M
Skandinaviska Enskilda Banken AB (publ)269,418$47.8M
Capital Fund Management S.A.114,545$20.3M
Trivest Advisors Ltd96,700$17.2M
Axxcess Wealth Management, LLC78,762$14.0M
Wealth High Governance Asset Management Ltda.73,231$13.0M
Twin Tree Management, LP69,387$12.3M
Premier Fund Managers Ltd62,200$11.1M
Marvin & Palmer Associates Inc50,818$9.02M
Pinnbrook Capital Management LP46,839$8.32M
Wealth High Governance Capital Ltda46,769$8.30M
FNY Investment Advisers, LLC42,400$7.53M
Dark Forest Capital Management LP35,689$6.34M
Lighthouse Investment Partners, LLC34,433$6.11M
Logan Capital Management Inc33,993$6.03M
L & S Advisors Inc33,211$5.90M
VMS Asset Management Limited31,900$5.66M
Cornerstone Advisors, LLC28,600$5.08M
Quest Partners LLC28,107$4.99M
Arrow Capital Pty Ltd25,000$4.44M
Community Trust & Investment Co24,649$4.38M
Donoghue Forlines LLC22,703$4.03M
IFG Advisory, LLC21,563$3.83M
ISAM Funds (UK) Ltd20,851$3.70M
Aigen Investment Management, LP19,281$3.42M
Capula Management Ltd16,453$2.92M
St. Louis Financial Planners Asset Management, LLC16,166$2.87M
Jacobs Levy Equity Management, Inc15,032$2.67M
Central Asset Investments & Management Holdings (HK) Ltd13,873$2.46M
J.W. Cole Advisors, Inc.23,603$2.44M
Dynamic Technology Lab Private Ltd12,254$2.17M
Mork Capital Management, LLC10,670$1.89M
Teucrium Investment Advisors, LLC9,144$1.62M
Bridgefront Capital, LLC8,559$1.52M
Verdad Advisers, LP8,300$1.47M
Sage Mountain Advisors LLC7,931$1.41M
Bluefin Capital Management, LLC7,100$1.26M
Barometer Capital Management Inc.3,590$1.09M
Virtu Financial LLC5,694$1.01M
Aster Capital Management (DIFC) Ltd5,624$998.4K
Prelude Capital Management, LLC5,503$976.9K
Qsemble Capital Management, LP5,266$934.9K
Laurion Capital Management LP5,254$932.7K
Integris Wealth Management, LLC5,231$928.6K
SummitTX Capital, L.P.4,337$769.9K
3Chopt Investment Partners, LLC3,957$702.5K
SOL Capital Management CO3,875$688.0K
QVR LLC3,845$682.6K
Bolthouse Investments, LLC3,785$672.0K
WBI Investments3,467$615.5K
Coppell Advisory Solutions LLC3,326$595.6K
SMART Wealth LLC3,310$587.7K
Centiva Capital, LP3,293$584.6K
Mason & Associates Inc3,248$576.6K
Versor Investments LP3,193$566.9K
Easterly Investment Partners LLC3,151$559.4K
Sentry Investment Management LLC3,113$553.0K
USA Financial Portformulas Corp2,956$524.8K
Strategic Family Wealth Counselors, L.L.C.2,773$505.0K
Cynosure Management, LLC2,789$495.1K
O'Neil Global Advisors, Inc.2,400$426.1K
Goldstream Capital Management Ltd2,377$422.0K
Riverwater Partners LLC2,188$388.4K
Smithbridge Asset Management Inc2,160$383.5K
Cordoba Advisory Partners LLC2,060$365.7K
Warther Private Wealth, LLC2,043$362.7K
Opal Capital LLC1,786$325.6K
Riggs Asset Managment Co. Inc.1,797$319.0K
Blueshift Asset Management, LLC1,780$316.0K
Cascades Capital Asset Management, LLC1,756$311.8K
Noesis Capital Mangement Corp1,715$304.5K
Henrickson Nauta Wealth Advisors, Inc.1,483$278.4K
BankChampaign, National Association1,543$273.9K
Fortis Capital Management LLC1,479$262.6K
TABR Capital Management, LLC1,466$260.3K
Lineweaver Wealth Advisors, LLC1,446$256.7K
ABLE Financial Group, LLC1,421$252.3K
United Advisor Group, LLC1,409$250.1K
QP Wealth Management, LLC1,403$249.1K
Avise Financial Cooperative, Inc.1,390$246.8K
PKS Advisory Services, LLC1,366$242.5K
Flatrock Wealth Partners LLC1,352$240.0K
GK Wealth Management LLC1,350$239.8K
Argos Wealth Advisors, LLC1,348$239.3K
Orleans Capital Management Corp1,347$239.1K
Syntegra Private Wealth Group, LLC1,322$234.7K
Canandaigua National Trust Co of Florida1,301$231.0K
Stiles Financial Services Inc1,291$229.2K
Affinity Capital Advisors, LLC1,275$226.4K
Lederer & Associates Investment Counsel1,275$226.0K
Mirabaud & Cie SA1,270$225.5K
Private Capital Advisors, Inc.1,252$222.3K
BlueStem Wealth Partners, LLC1,245$221.0K
Mayport, LLC1,234$219.1K
Watershed Private Wealth LLC1,213$215.4K
Allstreet Capital Advisors LLC1,212$215.2K
DLD Asset Management, LP1,206$214.1K
Laurel Oak Wealth Management, LLC1,204$213.8K
Meridian Wealth Partners, LLC1,203$213.6K

Not filed for Q1 2026 yet (40)

Institutions that held Morgan Stanley at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc119,718,100$21.3B
Norges Bank15,415,129$2.74B
Capitolis Liquid Global Markets LLC919,795$163.3M
Brandywine Global Investment Management, LLC877,171$155.7M
CIBC Private Wealth Group, LLC302,112$53.6M
Comerica Bank281,661$50.0M
Forsta Ap-Fonden252,763$44.9M
CIBC World Markets Corp167,654$29.8M
FineMark National Bank & Trust121,308$21.5M
Janney Capital Management LLC108,204$19.2M
Global Retirement Partners, LLC41,722$7.41M
Gifford Fong Associates30,000$5.33M
New Millennium Group LLC28,510$5.06M
Canandaigua National Bank & Trust Co22,731$4.04M
Trust Co of Vermont12,937$2.30M
Long Run Wealth Advisors, LLC11,597$2.06M
David Loasby7,600$1.42M
SG Trading Solutions, LLC7,918$1.41M
MidWestOne Financial Group, Inc.7,032$1.25M
Cornercap Investment Counsel Inc6,174$1.10M
Clarius Group, LLC4,719$837.8K
Divergent Planning, LLC4,193$762.7K
Transatlantique Private Wealth LLC4,172$740.7K
Alpha Cubed Investments, LLC3,267$580.1K
Safe Harbor Wealth Advisors, LLC2,933$492.9K
Austin Private Wealth, LLC2,770$491.8K
Maxele Advisors, LLC2,655$471.3K
BancorpSouth Bank2,184$387.7K
Running Point Capital Advisors, LLC1,982$351.9K
Vantus Wealth LLC1,816$322.4K
Grunden Financial Advisory, Inc.1,740$308.9K
DV Equities, LLC1,698$301.4K
Ransom Advisory, Ltd1,469$260.8K
ORG Partners LLC541$96.0K
Maryland Capital Advisors Inc.300$53.3K
Stephens Consulting, LLC162$28.8K
Redmont Wealth Advisors LLC142$25.2K
Motiv8 Investments LLC139$25.0K
O'Brien Wealth Partners LLC19$3.37K
Litman Gregory Asset Management LLC4$711