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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 3,859 | $635.1K | 0.13% | −157−3.9% | Reduced |
| Retirement Planning Group | 3,864 | $635.9K | 0.02% | −257−6.2% | Reduced |
| New Wave Wealth Advisors LLC | 3,865 | $636.1K | 0.22% | +1,318+51.7% | Added |
| Catherine Avery Investment Management LLC | 3,880 | $638.5K | 0.29% | −309−7.4% | Reduced |
| May Hill Capital, LLC | 3,880 | $638.6K | 0.16% | +453+13.2% | Added |
| Gibraltar Capital Management, Inc. | 3,884 | $639.2K | 0.11% | −992−20.3% | Reduced |
| WSFS Capital Management, LLC | 3,884 | $639.2K | 0.03% | +613+18.7% | Added |
| Kennebec Savings Bank | 3,887 | $639.7K | 0.57% | −28−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,888 | $639.8K | 0.02% | +82+2.2% | Added |
| Cohen & Steers, Inc. | 3,900 | $642.0K | 0.00% | +500+14.7% | Added |
| Segment Wealth Management, LLC | 3,903 | $642.3K | 0.04% | +92+2.4% | Added |
| Rosenberg Matthew Hamilton | 3,916 | $644.5K | 0.13% | +204+5.5% | Added |
| Basecamp Wealth Advisors LLC | 3,928 | $646.4K | 0.13% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,930 | $646.8K | 0.22% | +18+0.5% | Added |
| MJP Associates Inc | 3,938 | $648.1K | 0.08% | +487+14.1% | Added |
| First Interstate Bank | 3,953 | $650.5K | 0.04% | −800−16.8% | Reduced |
| Woodmont Investment Counsel LLC | 3,955 | $650.9K | 0.04% | −235−5.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,675 | $652.8K | 0.06% | +3,675 | New |
| Bullock Wealth Management Group | 3,938 | $654.4K | 0.33% | −6−0.2% | Reduced |
| Boston Private Wealth LLC | 3,987 | $656.2K | 0.04% | −271−6.4% | Reduced |
| Birnam Oak Advisors, LP | 4,000 | $658.3K | 0.18% | +4,000 | New |
| Encore Global Management, LP | 4,000 | $658.3K | 0.46% | +4,000 | New |
| Riverbend Wealth Management, LLC | 4,019 | $661.4K | 0.41% | −778−16.2% | Reduced |
| Beta Wealth Group, Inc. | 4,020 | $661.6K | 0.27% | −499−11.0% | Reduced |
| Bay Capital Advisors, LLC | 4,023 | $662.0K | 0.41% | −236−5.5% | Reduced |
| Alpha Family Trust | 4,025 | $662.4K | 0.32% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $663.9K | 0.37% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 4,050 | $666.5K | 0.03% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,050 | $666.6K | 0.06% | −76−1.8% | Reduced |
| Baader Bank INC | 4,072 | $668.9K | 0.07% | −47−1.1% | Reduced |
| Defiance ETFs, LLC | 4,075 | $670.6K | 0.01% | +4,075 | New |
| X-Square Capital, LLC | 4,080 | $671.0K | 0.23% | +15+0.4% | Added |
| SeaCrest Wealth Management, LLC | 4,090 | $673.1K | 0.07% | −635−13.4% | Reduced |
| Strategy Asset Managers LLC | 4,090 | $673.1K | 0.11% | +4,090 | New |
| Myriad Asset Management US LP | 4,094 | $674.0K | 1.01% | −201−4.7% | Reduced |
| Richwood Investment Advisors, LLC | 4,107 | $676.0K | 0.52% | +400+10.8% | Added |
| Anchyra Partners LLC | 4,109 | $676.2K | 0.21% | −86−2.1% | Reduced |
| Holderness Investments Co | 4,126 | $679.0K | 0.14% | +30+0.7% | Added |
| Salzhauer Michael | 4,131 | $679.8K | 0.32% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,133 | $680.2K | 0.32% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,135 | $680.6K | 0.08% | +181+4.6% | Added |
| Moors & Cabot, Inc. | 4,150 | $682.9K | 0.03% | −221−5.1% | Reduced |
| Valmark Advisers, Inc. | 4,150 | $683.0K | 0.01% | +335+8.8% | Added |
| Park National Corp | 4,152 | $683.3K | 0.02% | +514+14.1% | Added |
| Exencial Wealth Advisors, LLC | 4,171 | $686.4K | 0.02% | +109+2.7% | Added |
| Arbor Investment Advisors, LLC | 4,175 | $687.0K | 0.09% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 4,205 | $692.0K | 0.46% | 00.0% | Unchanged |
| Centric Wealth Management | 3,698 | $695.3K | 0.14% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,226 | $695.5K | 0.10% | +188+4.7% | Added |
| Red Door Wealth Management, LLC | 4,228 | $695.8K | 0.07% | −173−3.9% | Reduced |
| Fielder Capital Group LLC | 4,230 | $696.1K | 0.15% | +14+0.3% | Added |
| Millennium Capital Advisors, LLC | 4,243 | $698.3K | 0.43% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,247 | $698.9K | 0.21% | −18−0.4% | Reduced |
| First Financial Bank - Trust Division | 4,253 | $699.9K | 0.06% | −449−9.5% | Reduced |
| Coastal Bridge Advisors, LLC | 4,270 | $702.7K | 0.05% | +163+4.0% | Added |
| DV Trading LLC | 4,276 | $703.7K | 0.06% | +3,776+755.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,280 | $704.4K | 0.03% | +200+4.9% | Added |
| Bell Bank | 4,309 | $709.1K | 0.03% | −380−8.1% | Reduced |
| TRB Wealth Management, LLC | 4,309 | $709.1K | 0.10% | +4,309 | New |
| McLaughlin Asset Management, Inc. | 4,314 | $709.9K | 0.68% | +18+0.4% | Added |
| Tuttle Tactical Management | 4,317 | $710.4K | 1.17% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 4,321 | $711.1K | 0.65% | −33−0.8% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $712.7K | 0.03% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 4,344 | $714.9K | 0.08% | +765+21.4% | Added |
| Whittier Trust Co of Nevada Inc | 4,294 | $715.2K | 0.01% | −717−14.3% | Reduced |
| First American Trust, FSB | 4,356 | $716.9K | 0.05% | +176+4.2% | Added |
| Ninepoint Partners LP | 4,375 | $720.0K | 0.09% | +4,375 | New |
| Jacobi Capital Management LLC | 4,377 | $720.2K | 0.04% | +718+19.6% | Added |
| Amussen Hunsaker Associates LLC | 4,387 | $722.0K | 0.08% | +2,020+85.3% | Added |
| Fortem Financial Group, LLC | 4,388 | $722.1K | 0.18% | −220−4.8% | Reduced |
| Ameritas Advisory Services, LLC | 4,408 | $725.4K | 0.03% | −601−12.0% | Reduced |
| KKM Financial LLC | 4,094 | $726.8K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 4,433 | $729.5K | 0.45% | −432−8.9% | Reduced |
| Apriem Advisors | 4,441 | $730.8K | 0.07% | +100+2.3% | Added |
| Willner & Heller, LLC | 4,455 | $733.2K | 0.55% | −25−0.6% | Reduced |
| Directional Asset Management | 4,459 | $733.8K | 0.67% | +382+9.4% | Added |
| SageView Advisory Group, LLC | 4,463 | $734.4K | 0.03% | +113+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 4,464 | $734.6K | 0.16% | −2,952−39.8% | Reduced |
| Optas, LLC | 4,479 | $737.1K | 0.11% | +103+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,480 | $737.3K | 0.12% | +466+11.6% | Added |
| Legacy Capital Group California, Inc. | 4,484 | $737.9K | 0.28% | −511−10.2% | Reduced |
| Vanguard National Trust Co | 4,484 | $737.9K | 0.05% | +4,484 | New |
| Signet Private Wealth LLC | 4,488 | $738.6K | 0.71% | 00.0% | Unchanged |
| Hudock, Inc. | 4,495 | $739.8K | 0.11% | +116+2.6% | Added |
| Geneos Wealth Management Inc. | 4,500 | $740.5K | 0.02% | −69,042−93.9% | Reduced |
| Eagle Rock Investment Company, LLC | 4,500 | $740.6K | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,505 | $741.4K | 0.07% | −88−1.9% | Reduced |
| Lavaca Capital LLC | 4,508 | $741.8K | 0.14% | +26+0.6% | Added |
| Harvest Fund Management Co., Ltd | 4,525 | $744.0K | 0.03% | −62−1.4% | Reduced |
| CNB Bank | 4,529 | $745.3K | 0.31% | −77−1.7% | Reduced |
| Providence First Trust Co | 4,531 | $745.7K | 0.26% | −997−18.0% | Reduced |
| Goldenstone Wealth Management LLC | 4,531 | $745.7K | 0.54% | +70+1.6% | Added |
| Indivisible Partners | 4,534 | $746.1K | 0.07% | +172+3.9% | Added |
| First Bank & Trust | 4,546 | $748.1K | 0.12% | −705−13.4% | Reduced |
| Allen Capital Group, LLC | 4,546 | $748.1K | 0.07% | +60+1.3% | Added |
| Renaissance Investment Group LLC | 4,550 | $748.8K | 0.16% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4,550 | $748.8K | 0.08% | +225+5.2% | Added |
| Trueblood Wealth Management, LLC | 4,562 | $750.8K | 0.29% | −3−0.1% | Reduced |
| Ashford Capital Management Inc | 4,570 | $752.1K | 0.09% | +1,780+63.8% | Added |
| Arsenal Capital Advisors LLC | 4,584 | $754.3K | 0.55% | −20.0% | Reduced |