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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; 2,745 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, Q1 2026

Institutional positions in Morgan Stanley as of Mar 31, 2026. 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
2,514
+21 vs. Q4 2025
Shares held
1.33B
+116.9M (+9.7%) vs. Q4 2025
Total value
$218.1B
+$3.23B (+1.5%) vs. Q4 2025
New holders
179
1,053 more added
Sold out
158
941 more reduced

40 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 2,514 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ1 2026: $218.1B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2025.

Institutions holding MS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Evolution Advisers, Inc.2$00.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1650.00%−3−75.0%Reduced
Parallax Volatility Advisers, L.P.4$6580.00%−376,393−100.0%Reduced
Legacy Wealth Managment, LLC4$6590.00%00.0%Unchanged
3 Factor Indexing, LLC4$6590.00%+4New
Atlantic Private Wealth, LLC5$8230.00%00.0%Unchanged
Investors Portfolio Services LLC5$9700.00%−95−95.0%Reduced
NorthAvenue LLC6$9880.00%00.0%Unchanged
Phillip James Consulting Co.8$1.00K0.00%−82−91.1%Reduced
Palladiem, LLC7$1.24K0.00%00.0%Unchanged
JNBA Financial Advisors8$1.32K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC9$1.49K0.00%−167−94.9%Reduced
Chelsea Counsel Co10$1.65K0.00%00.0%Unchanged
DecisionPoint Financial, LLC12$1.98K0.00%00.0%Unchanged
Key Capital Management, INC12$1.98K0.00%+1+9.1%Added
Vision Retirement, LLC12$1.98K0.00%+12New
POM Investment Strategies, LLC13$2.14K0.00%−3−18.8%Reduced
Clean Yield Group14$2.30K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.15$2.47K0.00%00.0%Unchanged
Sofos Investments, Inc.15$2.47K0.00%+15New
Imprint Wealth LLC16$2.63K0.01%−79−83.2%Reduced
Coston, McIsaac & Partners21$3.00K0.00%00.0%Unchanged
Longview Financial Advisors, Inc.19$3.15K0.00%+19New
Global Wealth Strategies & Associates19$3.20K0.00%−41−68.3%Reduced
HFM Investment Advisors, LLC20$3.29K0.00%00.0%Unchanged
PFS Partners, LLC23$3.79K0.00%00.0%Unchanged
Financial Connections Group, Inc.28$4.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC26$4.28K0.00%00.0%Unchanged
Bard Associates Inc27$4.44K0.00%+27New
Strategic Advocates LLC29$4.77K0.02%−21−42.0%Reduced
Osbon Capital Management LLC30$4.94K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.30$4.94K0.00%+30New
Ameriflex Group, Inc.31$5.13K0.00%+1+3.3%Added
CBIZ Investment Advisory Services, LLC32$5.27K0.00%−470−93.6%Reduced
Toth Financial Advisory Corp35$5.76K0.00%00.0%Unchanged
Costello Asset Management, INC36$5.92K0.00%00.0%Unchanged
LM Advisors LLC1,007$6.12K0.12%−79−7.3%Reduced
Torren Management, LLC37$6.17K0.00%−288−88.6%Reduced
Community Financial Services Group, LLC38$6.31K0.00%+38New
WestEnd Advisors, LLC39$6.42K0.00%00.0%Unchanged
Ankerstar Wealth, LLC40$6.58K0.01%00.0%Unchanged
Sankala Group LLC42$6.73K0.01%00.0%Unchanged
IMG Wealth Management, Inc.41$6.75K0.00%−65−61.3%Reduced
Godfrey Financial Associates, Inc.44$7.24K0.01%00.0%Unchanged
Caitlin John, LLC44$7.24K0.00%+1+2.3%Added
Signature Resources Capital Management, LLC45$7.41K0.00%−5−10.0%Reduced
Quaker Wealth Management, LLC46$7.57K0.00%−41−47.1%Reduced
Hilton Head Capital Partners, LLC47$7.74K0.00%00.0%Unchanged
Tidemark, LLC50$8.23K0.00%−15−23.1%Reduced
Sfam, LLC50$8.23K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC51$8.39K0.00%00.0%Unchanged
Magnolia Wealth Management, LLC51$8.39K0.00%+51New
Rachor Investment Advisory Services, LLC51$8.42K0.00%+30+142.9%Added
Financial Perspectives, Inc51$8.45K0.00%00.0%Unchanged
Marquette Asset Management, LLC53$8.72K0.00%−179−77.2%Reduced
Retiremitten Financial LLC55$9.05K0.00%+55New
Your Advocates Ltd., LLP56$9.22K0.00%00.0%Unchanged
My Portfolio Guide, LLC56$9.27K0.01%+56New
Holos Integrated Wealth LLC56$9.43K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC58$9.54K0.00%−15−20.5%Reduced
Richardson Capital Management LLC59$9.71K0.00%+50+555.6%Added
Basepoint Wealth LLC60$9.82K0.01%+1+1.7%Added
Front Row Advisors LLC60$9.87K0.00%00.0%Unchanged
TD Capital Management LLC61$10.1K0.00%−14−18.7%Reduced
Vermillion Wealth Management, Inc.66$10.9K0.00%+66New
Clayton Financial Group LLC67$11.0K0.01%00.0%Unchanged
Portus Wealth Advisors, LLC71$11.7K0.01%+71New
Creative Capital Management Investments LLC72$11.8K0.00%00.0%Unchanged
Evermay Wealth Management LLC73$12.0K0.00%+54+284.2%Added
PayPay Securities Corp66$12.4K0.43%+15+29.4%Added
Country Trust Bank76$12.5K0.00%00.0%Unchanged
Arcadia Investment Management Corp77$12.7K0.00%00.0%Unchanged
Financial Consulate, Inc77$12.7K0.00%+10+14.9%Added
Cherry Tree Wealth Management, LLC78$12.8K0.00%00.0%Unchanged
Burk Holdings LLC79$13.0K0.01%+79New
Stone House Investment Management, LLC80$13.2K0.00%00.0%Unchanged
Pacifica Partners Inc.82$13.5K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC85$14.0K0.01%+40+88.9%Added
Bare Financial Services, Inc87$14.3K0.00%+47+117.5%Added
Hughes Financial Services, LLC88$14.5K0.00%00.0%Unchanged
Synergy Investment Management, LLC91$15.0K0.00%+91New
Strive Financial Group ,LLC92$15.0K0.01%00.0%Unchanged
Darwin Advisors, LLC91$15.1K0.00%00.0%Unchanged
Colonial Trust Advisors93$15.3K0.00%+47+102.2%Added
Principia Wealth Advisory, LLC95$15.6K0.01%+4+4.4%Added
Valued Wealth Advisors LLC96$15.8K0.01%−34−26.2%Reduced
Birchbrook, Inc.96$15.8K0.01%+1+1.1%Added
Morton Brown Family Wealth, LLC98$16.1K0.00%00.0%Unchanged
Maseco LLP99$16.3K0.00%+17+20.7%Added
Estabrook Capital Management100$16.5K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$16.5K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC100$16.5K0.01%00.0%Unchanged
Gables Capital Management Inc.103$17.0K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA104$17.0K0.00%−106−50.5%Reduced
Westend Capital Management, LLC105$17.3K0.01%−2−1.9%Reduced
Park Square Financial Group, LLC108$17.8K0.13%−140−56.5%Reduced
Rialto Wealth Management, LLC108$17.8K0.00%+74+217.6%Added
Bay Harbor Wealth Management, LLC109$17.9K0.00%+21+23.9%Added
Nemes Rush Group LLC110$18.1K0.00%−3−2.7%Reduced