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 |
|---|---|---|---|---|---|
| Clear Wave Wealth Management LLC | 5,597 | $921.1K | 0.23% | +5,597 | New |
| Rosenblum Silverman Sutton S F Inc | 5,615 | $924.1K | 0.24% | −40−0.7% | Reduced |
| GeoWealth Management, LLC | 5,621 | $925.1K | 0.03% | +958+20.5% | Added |
| Cornerstone Wealth Management, LLC | 5,625 | $925.7K | 0.05% | +429+8.3% | Added |
| Welch & Forbes LLC | 5,657 | $931.0K | 0.01% | −99−1.7% | Reduced |
| Rogco, LP | 5,668 | $932.8K | 0.31% | −10−0.2% | Reduced |
| Fortress Private Ledger, LLC | 5,673 | $933.6K | 0.29% | +785+16.1% | Added |
| Curbstone Financial Management Corp | 5,676 | $934.1K | 0.18% | −100−1.7% | Reduced |
| Net Worth Advisory Group | 5,686 | $935.8K | 0.19% | −475−7.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,690 | $936.4K | 0.06% | +456+8.7% | Added |
| Barlow Wealth Partners, Inc. | 4,964 | $937.3K | 0.10% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 5,715 | $940.5K | 0.28% | −149−2.5% | Reduced |
| Johnson & White Wealth Management, LLC | 5,720 | $941.3K | 0.40% | +336+6.2% | Added |
| Eads & Heald Wealth Management | 5,723 | $941.8K | 0.47% | −460−7.4% | Reduced |
| Souders Financial Advisors | 5,732 | $943.2K | 0.11% | −209−3.5% | Reduced |
| Strategic Blueprint, LLC | 5,744 | $945.3K | 0.05% | −317−5.2% | Reduced |
| DRW Securities, LLC | 5,761 | $948.1K | 0.05% | −8,959−60.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,787 | $952.4K | 0.06% | −180−3.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,790 | $952.8K | 0.13% | +449+8.4% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,798 | $954.2K | 0.13% | +720+14.2% | Added |
| Lee Danner & Bass Inc | 5,814 | $956.8K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,820 | $957.8K | 0.07% | +947+19.4% | Added |
| DGS Capital Management, LLC | 5,838 | $960.7K | 0.16% | +296+5.3% | Added |
| Leelyn Smith, LLC | 5,840 | $961.2K | 0.13% | +1,536+35.7% | Added |
| Machina Capital S.A.S. | 5,841 | $961.3K | 0.19% | −9,967−63.1% | Reduced |
| YANKCOM Partnership | 5,845 | $961.9K | 0.40% | −247−4.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,857 | $964.0K | 0.08% | −201−3.3% | Reduced |
| Shufro Rose & Co LLC | 5,866 | $965.4K | 0.07% | +477+8.9% | Added |
| Ellevest, Inc. | 5,871 | $966.2K | 0.13% | +229+4.1% | Added |
| Nicholas Hoffman & Company, LLC. | 5,880 | $967.7K | 0.02% | −17−0.3% | Reduced |
| Intrua Financial, LLC | 5,903 | $971.6K | 0.10% | +23+0.4% | Added |
| Charles Schwab Trust Co | 5,906 | $972.0K | 0.06% | −1,709−22.4% | Reduced |
| Portfolio Design Labs, LLC | 5,934 | $976.6K | 0.17% | −3,135−34.6% | Reduced |
| Oddo BHF Asset Management SAS | 5,966 | $981.8K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,981 | $984.3K | 0.06% | +136+2.3% | Added |
| First Foundation Advisors | 5,992 | $986.1K | 0.04% | +101+1.7% | Added |
| Ally Financial Inc. | 6,000 | $987.4K | 0.12% | +6,000 | New |
| Berkshire Bank | 6,017 | $990.2K | 0.20% | −179−2.9% | Reduced |
| Themes Management Co LLC | 6,024 | $991.4K | 0.61% | +628+11.6% | Added |
| Atticus Wealth Management, LLC | 6,034 | $993.0K | 0.27% | −34−0.6% | Reduced |
| HighPoint Advisor Group LLC | 6,075 | $999.7K | 0.04% | −38,787−86.5% | Reduced |
| SlateStone Wealth, LLC | 6,125 | $1.01M | 0.08% | −73−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,136 | $1.01M | 0.02% | +342+5.9% | Added |
| Vigil Wealth Management, LLC | 6,170 | $1.02M | 0.82% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,171 | $1.02M | 0.05% | +1,643+36.3% | Added |
| Mechanics Financial Corp | 6,188 | $1.02M | 0.43% | −488−7.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.02M | 0.46% | 00.0% | Unchanged |
| Somerville Kurt F | 6,200 | $1.02M | 0.27% | −175−2.7% | Reduced |
| Guardian Partners Inc. | 6,209 | $1.02M | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,219 | $1.02M | 0.05% | +55+0.9% | Added |
| Alliance Private Wealth, LLC | 6,224 | $1.02M | 0.37% | −50−0.8% | Reduced |
| Everest Financial Group LLC | 6,231 | $1.03M | 0.17% | +165+2.7% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $1.03M | 0.41% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 6,254 | $1.03M | 0.15% | +2,340+59.8% | Added |
| Cornerstone Wealth Group, LLC | 5,443 | $1.03M | 0.07% | +205+3.9% | Added |
| PCM Encore, LLC | 6,278 | $1.03M | 0.21% | +268+4.5% | Added |
| LMR Partners LLP | 6,315 | $1.04M | 0.01% | +6,315 | New |
| Hamilton Capital, LLC | 6,396 | $1.05M | 0.05% | −49−0.8% | Reduced |
| Jmac Enterprises LLC | 6,400 | $1.05M | 0.20% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 6,406 | $1.05M | 0.11% | −2,062−24.4% | Reduced |
| Empower Advisory Group, LLC | 6,410 | $1.05M | 0.00% | −816−11.3% | Reduced |
| Grandview Asset Management LLC | 6,417 | $1.06M | 0.31% | +582+10.0% | Added |
| L2 Asset Management, LLC | 6,445 | $1.06M | 0.10% | +388+6.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.07M | 0.07% | 00.0% | Unchanged |
| Robotti Robert | 6,500 | $1.07M | 0.17% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,501 | $1.07M | 0.07% | −165,129−96.2% | Reduced |
| LS Investment Advisors, LLC | 6,515 | $1.07M | 0.16% | −7,245−52.7% | Reduced |
| Ausdal Financial Partners, Inc. | 6,528 | $1.07M | 0.05% | +100+1.6% | Added |
| Childress Capital Advisors, LLC | 6,531 | $1.07M | 0.19% | +150+2.4% | Added |
| Whalen Wealth Management Inc. | 6,537 | $1.08M | 0.58% | +2,573+64.9% | Added |
| RMR Wealth Builders | 6,538 | $1.08M | 0.08% | +36+0.6% | Added |
| Genesee Capital Advisors, LLC | 6,557 | $1.08M | 0.45% | −285−4.2% | Reduced |
| Essex Financial Services, Inc. | 6,562 | $1.08M | 0.06% | +81+1.2% | Added |
| Destination Wealth Management | 6,564 | $1.08M | 0.03% | −196−2.9% | Reduced |
| Sunbelt Securities, Inc. | 6,566 | $1.08M | 0.07% | +590+9.9% | Added |
| Evernest Financial Advisors, LLC | 5,695 | $1.08M | 0.22% | −11−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 6,594 | $1.09M | 0.02% | +350+5.6% | Added |
| BSW Wealth Partners | 6,594 | $1.09M | 0.13% | +529+8.7% | Added |
| Csenge Advisory Group | 6,595 | $1.09M | 0.05% | −375−5.4% | Reduced |
| Harbor Advisors LLC | 6,608 | $1.09M | 0.16% | 00.0% | Unchanged |
| Cooper Financial Group | 6,612 | $1.09M | 0.11% | +404+6.5% | Added |
| PDS Planning, Inc | 6,632 | $1.09M | 0.07% | −29−0.4% | Reduced |
| Empire Financial Management Company, LLC | 6,658 | $1.10M | 0.25% | −52−0.8% | Reduced |
| Mindset Wealth Management, LLC | 6,669 | $1.10M | 0.29% | −31−0.5% | Reduced |
| RFG Advisory, LLC | 6,672 | $1.10M | 0.02% | −142−2.1% | Reduced |
| Trust Point Inc. | 6,675 | $1.10M | 0.10% | −1,025−13.3% | Reduced |
| Axq Capital, LP | 6,677 | $1.10M | 0.14% | −2,065−23.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,682 | $1.10M | 0.18% | −1,615−19.5% | Reduced |
| Versant Capital Management, Inc | 6,683 | $1.10M | 0.11% | +1,579+30.9% | Added |
| Accurate Wealth Management, LLC | 6,203 | $1.10M | 0.13% | +2,202+55.0% | Added |
| Churchill Financial Advisors, LLC | 6,705 | $1.10M | 0.23% | +1,400+26.4% | Added |
| Meridian Investment Counsel Inc. | 6,710 | $1.10M | 0.26% | −25−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 6,711 | $1.10M | 0.03% | +1,819+37.2% | Added |
| Canton Hathaway, LLC | 6,725 | $1.11M | 0.22% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,742 | $1.11M | 0.02% | +2,215+48.9% | Added |
| Autumn Glory Partners, LLC | 6,756 | $1.11M | 0.41% | +975+16.9% | Added |
| Northwest & Ethical Investments L.P. | 6,681 | $1.11M | 0.03% | −1,825−21.5% | Reduced |
| Visionary Wealth Advisors | 6,766 | $1.11M | 0.05% | −598−8.1% | Reduced |
| Klingman & Associates, LLC | 6,779 | $1.12M | 0.05% | +216+3.3% | Added |
| Independent Investors Inc | 6,783 | $1.12M | 0.22% | −200−2.9% | Reduced |