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
- 2,513
- +21 vs. Q4 2025
- Shares held
- 1.33B
- +116.9M (+9.7%) vs. Q4 2025
- Total value
- $218.0B
- +$3.23B (+1.5%) vs. Q4 2025
- New holders
- 179
- 1,053 more added
- Sold out
- 158
- 940 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 3,177 | $522.8K | 0.02% | −377−10.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,185 | $524.2K | 0.01% | +87+2.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,188 | $524.7K | 0.03% | −13−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 3,195 | $525.8K | 0.03% | −1,000−23.8% | Reduced |
| Brucke Financial, Inc. | 3,208 | $527.9K | 0.27% | +1,064+49.6% | Added |
| Everpar Advisors LLC | 3,215 | $529.1K | 0.18% | +118+3.8% | Added |
| Calton & Associates, Inc. | 3,236 | $532.5K | 0.08% | −271−7.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,237 | $532.7K | 0.03% | −2,760−46.0% | Reduced |
| Bearing Point Capital, LLC | 3,239 | $533.0K | 0.08% | −2,178−40.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $533.0K | 0.33% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,242 | $533.5K | 0.06% | −106−3.2% | Reduced |
| Grandfield & Dodd, LLC | 3,246 | $534.3K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 3,269 | $538.0K | 0.10% | +229+7.5% | Added |
| Nwam LLC | 3,288 | $541.0K | 0.03% | −173−5.0% | Reduced |
| Wealth Preservation Advisors, LLC | 3,290 | $541.4K | 0.45% | −44−1.3% | Reduced |
| Weaver Capital Management LLC | 3,298 | $542.8K | 0.12% | +23+0.7% | Added |
| Oxford Wealth Group, LLC | 3,300 | $543.1K | 0.30% | −203−5.8% | Reduced |
| Spectrum Strategic Capital Management, LLC | 3,326 | $547.4K | 0.29% | +97+3.0% | Added |
| Proathlete Wealth Management LLC | 3,333 | $548.7K | 0.15% | +13+0.4% | Added |
| Ak Global Asset Management, LLC | 3,350 | $551.0K | 0.52% | +150+4.7% | Added |
| Onefund, LLC | 3,320 | $551.5K | 0.36% | −223−6.3% | Reduced |
| Castleview Partners, LLC | 3,353 | $551.8K | 0.28% | +246+7.9% | Added |
| Balboa Wealth Partners | 3,355 | $552.1K | 0.09% | +174+5.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,355 | $552.1K | 0.13% | +533+18.9% | Added |
| Quantum Financial Advisors, LLC | 3,356 | $552.4K | 0.06% | +10+0.3% | Added |
| American National Bank | 3,361 | $553.1K | 0.05% | −35−1.0% | Reduced |
| Cache Advisors, LLC | 3,362 | $553.3K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 3,258 | $553.9K | 0.04% | +58+1.8% | Added |
| Waddell & Associates, LLC | 3,366 | $554.0K | 0.03% | +135+4.2% | Added |
| Fosun International Ltd | 3,377 | $555.8K | 0.14% | +3,377 | New |
| Sierra Capital LLC | 3,380 | $556.0K | 0.06% | +3,380 | New |
| China Universal Asset Management Co., Ltd. | 3,381 | $556.4K | 0.04% | +3,381 | New |
| Tiemann Investment Advisors, LLC | 3,394 | $558.6K | 0.22% | +500+17.3% | Added |
| Hexagon Capital Partners LLC | 3,399 | $559.4K | 0.08% | +3,399 | New |
| Kingsman Wealth Management, Inc. | 3,415 | $562.0K | 0.32% | −1,743−33.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,418 | $562.5K | 0.12% | +90+2.7% | Added |
| Community Bank of Raymore | 3,420 | $562.8K | 0.38% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $564.0K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,433 | $565.1K | 0.08% | +2+0.1% | Added |
| Teza Capital Management LLC | 3,442 | $566.5K | 2.07% | +231+7.2% | Added |
| Bank of Hawaii | 3,453 | $568.3K | 0.03% | +19+0.6% | Added |
| IVC Wealth Advisors LLC | 3,470 | $571.1K | 0.25% | −42−1.2% | Reduced |
| Keystone Financial Group | 3,471 | $571.3K | 0.04% | +1,764+103.3% | Added |
| Farmers National Bank | 3,488 | $574.0K | 0.13% | −38−1.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,492 | $575.0K | 0.18% | +251+7.7% | Added |
| Aspiriant, LLC | 3,499 | $575.9K | 0.02% | −50−1.4% | Reduced |
| Parkside Investments, LLC | 3,500 | $576.0K | 0.07% | −1,500−30.0% | Reduced |
| Means Investment Co., Inc. | 3,503 | $576.4K | 0.05% | +1,654+89.5% | Added |
| Wright Investors Service Inc | 3,514 | $578.3K | 0.18% | +14+0.4% | Added |
| Perfromance Wealth Partners, LLC | 3,535 | $581.8K | 0.02% | +93+2.7% | Added |
| Abel Hall, LLC | 3,537 | $582.0K | 0.12% | −2,149−37.8% | Reduced |
| AlphaGrep UK Ltd | 3,555 | $585.0K | 0.17% | +185+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 3,555 | $585.1K | 0.03% | +730+25.8% | Added |
| Missouri Trust & Investment Co | 3,559 | $585.7K | 0.17% | −41−1.1% | Reduced |
| Ledyard National Bank | 3,563 | $586.4K | 0.05% | −1,086−23.4% | Reduced |
| Prestige Wealth Management Group LLC | 3,567 | $587.0K | 0.12% | −82−2.2% | Reduced |
| Contravisory Investment Management, Inc. | 3,568 | $587.2K | 0.12% | −74−2.0% | Reduced |
| CMT Capital Markets Trading GmbH | 3,572 | $588.0K | 0.27% | +3,572 | New |
| Duncker Streett & Co Inc | 3,578 | $588.8K | 0.11% | 00.0% | Unchanged |
| Income Insurance Ltd | 3,589 | $590.6K | 0.40% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,593 | $591.3K | 0.36% | −259−6.7% | Reduced |
| Tritonpoint Wealth, LLC | 3,603 | $592.9K | 0.06% | +112+3.2% | Added |
| Waterloo Capital, L.P. | 3,610 | $594.1K | 0.04% | −2,486−40.8% | Reduced |
| Payne Capital Management, LLC | 3,610 | $594.1K | 0.18% | −126−3.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,623 | $596.2K | 0.01% | +12+0.3% | Added |
| Ostrum Asset Management | 3,626 | $596.7K | 0.03% | −625−14.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,628 | $597.0K | 0.18% | −21−0.6% | Reduced |
| Blue Water Asset Management | 3,642 | $599.4K | 0.21% | +19+0.5% | Added |
| LeClair Wealth Partners LLC | 3,642 | $599.4K | 0.21% | +3,642 | New |
| Oasis Advisors, LLC | 3,654 | $601.6K | 0.12% | +3,654 | New |
| Waldron Private Wealth LLC | 3,661 | $602.5K | 0.02% | +51+1.4% | Added |
| Great Lakes Advisors, LLC | 3,672 | $604.2K | 0.01% | +62+1.7% | Added |
| Topsail Wealth Management, LLC | 3,685 | $606.4K | 0.09% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 3,688 | $606.9K | 0.17% | +638+20.9% | Added |
| Webster Bank, N. A. | 3,696 | $608.3K | 0.06% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 3,708 | $610.4K | 0.08% | +3,708 | New |
| Cypress Wealth Services, LLC | 3,710 | $610.5K | 0.09% | −14−0.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,355 | $611.8K | 0.08% | −23,215−87.4% | Reduced |
| Opinicus Capital, Inc. | 3,723 | $612.7K | 0.43% | +73+2.0% | Added |
| United Bank | 3,736 | $614.8K | 0.08% | −764−17.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,738 | $615.2K | 0.08% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,739 | $615.4K | 0.18% | +610+19.5% | Added |
| Northbridge Financial Group, LLC | 3,407 | $617.2K | 0.27% | +187+5.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,756 | $618.1K | 0.10% | +1,456+63.3% | Added |
| Capital International Sarl | 3,757 | $618.3K | 0.01% | −3,486−48.1% | Reduced |
| Marino, Stram & Associates LLC | 3,766 | $619.7K | 0.11% | +89+2.4% | Added |
| Connecticut Wealth Management, LLC | 3,776 | $621.4K | 0.03% | −936−19.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,777 | $621.6K | 0.41% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,796 | $624.7K | 0.03% | +589+18.4% | Added |
| Wimmer Associates 1, LLC | 3,801 | $625.5K | 0.31% | −270−6.6% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $626.0K | 0.35% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,805 | $626.2K | 0.61% | −60−1.6% | Reduced |
| Congress Park Capital LLC | 3,813 | $627.4K | 0.19% | +203+5.6% | Added |
| St Germain D J Co Inc | 3,824 | $629.3K | 0.02% | −7−0.2% | Reduced |
| SmartHarvest Portfolios, LLC | 3,826 | $629.7K | 0.26% | −1,076−22.0% | Reduced |
| Pallas Capital Advisors LLC | 3,829 | $630.1K | 0.02% | +354+10.2% | Added |
| Signature Estate & Investment Advisors LLC | 3,829 | $630.1K | 0.01% | −227−5.6% | Reduced |
| Frisch Financial Group, Inc. | 3,836 | $631.3K | 0.13% | +86+2.3% | Added |
| DF Dent & Co Inc | 3,854 | $634.3K | 0.01% | +2,049+113.5% | Added |
| Crews Bank & Trust | 3,856 | $634.6K | 0.09% | 00.0% | Unchanged |