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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 4,585 | $754.6K | 0.24% | +19+0.4% | Added |
| Arcataur Capital Management LLC | 4,594 | $756.0K | 0.21% | +60+1.3% | Added |
| Powell Investment Advisors, LLC | 4,605 | $757.8K | 0.26% | +27+0.6% | Added |
| B&L Asset Management LLC | 4,607 | $758.2K | 0.33% | +540+13.3% | Added |
| Saiph Capital, LLC | 4,614 | $759.3K | 0.29% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,615 | $759.5K | 0.27% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 4,615 | $759.5K | 0.04% | −244−5.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,619 | $760.2K | 0.19% | +292+6.7% | Added |
| Lazari Capital Management, Inc. | 4,622 | $760.6K | 0.26% | −285−5.8% | Reduced |
| Clear Harbor Asset Management, LLC | 4,637 | $763.1K | 0.05% | −848−15.5% | Reduced |
| Howard Capital Management Inc. | 4,652 | $765.6K | 0.01% | −4,511−49.2% | Reduced |
| DT Investment Partners, LLC | 4,672 | $768.9K | 0.06% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 4,674 | $769.2K | 0.45% | +50+1.1% | Added |
| Global Financial Private Client, LLC | 4,674 | $769.2K | 0.25% | +330+7.6% | Added |
| Smithfield Trust Co | 4,668 | $770.0K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,681 | $770.4K | 0.05% | +198+4.4% | Added |
| Texas Bank & Trust Co | 4,694 | $772.5K | 0.29% | −90−1.9% | Reduced |
| Orca Investment Management, LLC | 4,720 | $776.8K | 0.66% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,745 | $780.9K | 0.06% | −299−5.9% | Reduced |
| North Star Investment Management Corp. | 4,747 | $781.2K | 0.05% | −35−0.7% | Reduced |
| Gsa Capital Partners LLP | 4,770 | $785.0K | 0.05% | −4,858−50.5% | Reduced |
| Anchor Investment Management, LLC | 4,777 | $786.1K | 0.07% | −37−0.8% | Reduced |
| Alta Wealth Advisors LLC | 4,779 | $786.5K | 0.26% | +198+4.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,782 | $787.0K | 0.64% | +4+0.1% | Added |
| Insight 2811, Inc. | 4,782 | $787.0K | 0.34% | +164+3.6% | Added |
| Summit Global Investments | 4,792 | $789.0K | 0.05% | −929−16.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,820 | $793.2K | 0.02% | −12−0.2% | Reduced |
| Evexia Wealth LLC | 4,392 | $795.5K | 0.22% | +127+3.0% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $796.8K | 0.63% | 00.0% | Unchanged |
| Argentarii, LLC | 4,853 | $798.7K | 0.28% | +1,196+32.7% | Added |
| Cambient Family Office, LLC | 4,858 | $799.5K | 0.11% | +707+17.0% | Added |
| Main Street Financial Solutions, LLC | 4,863 | $800.4K | 0.06% | +302+6.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $800.5K | 0.00% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 4,866 | $800.8K | 0.42% | +60+1.2% | Added |
| Sovereign Financial Group, Inc. | 4,900 | $806.4K | 0.14% | +44+0.9% | Added |
| Kovack Advisors, Inc. | 4,873 | $806.6K | 0.04% | −483−9.0% | Reduced |
| Wealth Science Advisors LLC | 4,545 | $806.9K | 0.45% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 4,917 | $809.2K | 0.04% | −8−0.2% | Reduced |
| Chapin Davis, Inc. | 4,929 | $811.1K | 0.18% | −43−0.9% | Reduced |
| Register Financial Advisors LLC | 4,933 | $811.8K | 0.30% | −43−0.9% | Reduced |
| SFMG, LLC | 4,973 | $818.5K | 0.06% | +227+4.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 4,982 | $819.0K | 0.25% | +70+1.4% | Added |
| Beck Mack & Oliver LLC | 5,000 | $822.9K | 0.02% | −1,125−18.4% | Reduced |
| Wealth Effects LLC | 5,000 | $822.9K | 0.29% | −75−1.5% | Reduced |
| De Lisle Partners LLP | 5,000 | $822.9K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,010 | $824.5K | 0.01% | +363+7.8% | Added |
| Palisade Capital Management LLC | 5,021 | $826.3K | 0.03% | +2,880+134.5% | Added |
| Marble Wealth, LLC | 5,053 | $831.6K | 0.15% | −2,028−28.6% | Reduced |
| Addison Advisors LLC | 5,061 | $832.9K | 0.18% | −44−0.9% | Reduced |
| First Dallas Securities Inc. | 5,062 | $833.1K | 0.31% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 5,072 | $834.7K | 0.01% | +2,592+104.5% | Added |
| Pinnacle Bancorp, Inc. | 5,095 | $838.5K | 0.25% | +100+2.0% | Added |
| Two Sigma Securities, LLC | 5,098 | $839.0K | 0.10% | +5,098 | New |
| Oxford Financial Group Ltd | 5,109 | $840.8K | 0.05% | +3,012+143.6% | Added |
| Strategic Financial Services, Inc, | 5,125 | $843.4K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,126 | $843.6K | 0.19% | −57−1.1% | Reduced |
| a16z Perennial Management, L.P. | 5,130 | $844.2K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,142 | $846.2K | 0.05% | +3,121+154.4% | Added |
| Oakmont Investment Advisors, Inc. | 5,149 | $847.4K | 0.78% | −100−1.9% | Reduced |
| Vivaldi Capital Management, LLC | 5,166 | $850.2K | 0.12% | +39+0.8% | Added |
| Krane Financial Solutions LLC | 5,190 | $854.1K | 0.58% | +5,190 | New |
| Beacon Financial Group | 5,222 | $859.4K | 0.09% | −189−3.5% | Reduced |
| Fiduciary Family Office, LLC | 5,232 | $861.0K | 0.25% | +2,470+89.4% | Added |
| Mosaic Family Wealth Partners, LLC | 5,238 | $862.0K | 0.09% | +695+15.3% | Added |
| TriaGen Wealth Management LLC | 5,268 | $867.0K | 0.24% | 00.0% | Unchanged |
| Quilter Plc | 5,270 | $867.3K | 0.02% | +311+6.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,280 | $868.8K | 0.09% | +860+19.5% | Added |
| Red Lighthouse Investment Management, LLC | 5,283 | $869.4K | 0.29% | +5,283 | New |
| Tradition Wealth Management, LLC | 5,284 | $869.6K | 0.06% | +308+6.2% | Added |
| AdvisorNet Financial, Inc | 5,287 | $870.1K | 0.05% | +6+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 5,306 | $873.3K | 0.02% | −44−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 5,322 | $875.8K | 0.32% | −796−13.0% | Reduced |
| Canopy Partners, LLC | 5,340 | $878.8K | 0.30% | −108−2.0% | Reduced |
| Keel Point, LLC | 5,341 | $879.0K | 0.06% | −1,748−24.7% | Reduced |
| Quotient Wealth Partners, LLC | 5,348 | $880.1K | 0.02% | +139+2.7% | Added |
| Apella Capital, LLC | 4,664 | $880.6K | 0.01% | +807+20.9% | Added |
| SGL Investment Advisors, Inc. | 4,617 | $882.3K | 0.33% | −91−1.9% | Reduced |
| MBL Wealth, LLC | 5,372 | $884.0K | 0.07% | +125+2.4% | Added |
| United Community Bank | 5,376 | $884.7K | 0.29% | +245+4.8% | Added |
| Bain Capital Public Equity, LP | 5,383 | $885.9K | 4.93% | +5,383 | New |
| Focused Alpha, LLC | 5,387 | $886.6K | 0.27% | +131+2.5% | Added |
| Headlands Technologies LLC | 5,401 | $888.8K | 0.10% | −9,955−64.8% | Reduced |
| Davis R M Inc | 5,425 | $892.8K | 0.02% | −898−14.2% | Reduced |
| Fort Sheridan Advisors LLC | 5,433 | $894.2K | 0.11% | +72+1.3% | Added |
| Mechanics Bank Trust Department | 5,446 | $896.2K | 0.12% | −45−0.8% | Reduced |
| Simplicity Wealth,LLC | 5,446 | $896.3K | 0.05% | +1,038+23.5% | Added |
| Catalyst Investment Management LLC | 4,754 | $897.6K | 0.99% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,471 | $900.4K | 0.66% | +3,062+127.1% | Added |
| Heritage Wealth Advisors | 5,481 | $901.9K | 0.04% | +41+0.8% | Added |
| Pictet & Cie (Europe) SA | 5,497 | $904.6K | 0.02% | −1,248−18.5% | Reduced |
| BKD Wealth Advisors, LLC | 5,506 | $906.2K | 0.02% | +388+7.6% | Added |
| Adirondack Trust Co | 5,519 | $908.2K | 0.31% | −326−5.6% | Reduced |
| Capital Markets Trading UK LLP | 5,524 | $909.0K | 0.82% | +5,524 | New |
| Oslo Pensjonsforsikring AS | 5,531 | $910.2K | 0.14% | +5,531 | New |
| Palacios Wealth Management, LLC | 4,794 | $913.7K | 0.57% | −291−5.7% | Reduced |
| Sax Wealth Advisors, LLC | 5,147 | $913.7K | 0.04% | −292−5.4% | Reduced |
| Ocean Capital Management, LLC | 5,582 | $918.7K | 0.19% | +25+0.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,587 | $919.5K | 0.06% | −41−0.7% | Reduced |
| Clifford Group, LLC | 5,592 | $920.2K | 0.71% | +300+5.7% | Added |
| Sippican Capital Advisors | 5,593 | $920.4K | 0.63% | 00.0% | Unchanged |