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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 6,855 | $1.13M | 0.31% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 6,362 | $1.13M | 0.10% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,870 | $1.13M | 0.08% | +549+8.7% | Added |
| Johnson Investment Counsel Inc | 6,876 | $1.13M | 0.01% | +66+1.0% | Added |
| MCF Advisors LLC | 6,894 | $1.13M | 0.05% | +1,954+39.6% | Added |
| Investors Research Corp | 6,903 | $1.14M | 0.22% | −1,105−13.8% | Reduced |
| Harrell Investment Partners, LLC | 6,923 | $1.14M | 0.27% | +5,473+377.4% | Added |
| Bank of Jackson Hole Trust | 6,928 | $1.14M | 0.55% | −116−1.6% | Reduced |
| Delphi Management Inc | 6,937 | $1.14M | 1.37% | −2,043−22.8% | Reduced |
| Personal Cfo Solutions, LLC | 6,941 | $1.14M | 0.16% | +790+12.8% | Added |
| FCG Investment Co | 6,949 | $1.14M | 0.50% | +6,949 | New |
| Evansbrook LLC | 7,016 | $1.15M | 0.77% | 00.0% | Unchanged |
| Zhang Financial LLC | 7,042 | $1.16M | 0.04% | +353+5.3% | Added |
| Zions Bancorporation, National Association | 7,072 | $1.16M | 0.08% | −3,494−33.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 7,092 | $1.17M | 0.25% | +4,557+179.8% | Added |
| Pacitti Group Inc. | 7,123 | $1.17M | 0.43% | +36+0.5% | Added |
| One Capital Management, LLC | 7,139 | $1.17M | 0.03% | +287+4.2% | Added |
| Bull Street Advisors, LLC | 7,185 | $1.18M | 0.59% | −50−0.7% | Reduced |
| Davidson Capital Management Inc. | 7,259 | $1.19M | 0.22% | +7,242+42,600.0% | Added |
| Clarendon Private LLC | 7,262 | $1.20M | 0.92% | −772−9.6% | Reduced |
| Paladin Wealth, LLC | 7,287 | $1.20M | 0.82% | −394−5.1% | Reduced |
| Cidel Asset Management Inc | 7,289 | $1.20M | 0.07% | +1,008+16.0% | Added |
| Asset Dedication, LLC | 7,301 | $1.20M | 0.08% | −76−1.0% | Reduced |
| Inscription Capital, LLC | 7,315 | $1.20M | 0.13% | +362+5.2% | Added |
| Westco Advisory Services Inc | 7,325 | $1.21M | 0.78% | −20−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.21M | 0.11% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 7,387 | $1.22M | 0.55% | +1,285+21.1% | Added |
| Hills Bank & Trust Co | 7,402 | $1.22M | 0.06% | +527+7.7% | Added |
| Summit Wealth Partners, LLC | 7,410 | $1.22M | 0.19% | +7,410 | New |
| Grove Bank & Trust | 7,415 | $1.22M | 0.14% | +20.0% | Added |
| Sentinus, LLC | 7,455 | $1.23M | 0.11% | +3,059+69.6% | Added |
| Financial Engines Advisors L.L.C. | 7,474 | $1.23M | 0.00% | −6,568−46.8% | Reduced |
| Sepio Capital, LP | 7,483 | $1.23M | 0.07% | −73−1.0% | Reduced |
| Soltis Investment Advisors LLC | 7,484 | $1.23M | 0.08% | +733+10.9% | Added |
| Old National Bancorp | 7,490 | $1.23M | 0.02% | +14+0.2% | Added |
| Aprio Wealth Management, LLC | 7,506 | $1.24M | 0.07% | +536+7.7% | Added |
| Quantitative Investment Management, LLC | 7,534 | $1.24M | 0.13% | −3,771−33.4% | Reduced |
| Carmel Capital Partners, LLC | 7,542 | $1.24M | 0.45% | −24−0.3% | Reduced |
| Private Trust Co NA | 7,548 | $1.24M | 0.11% | −266−3.4% | Reduced |
| Verity & Verity, LLC | 7,563 | $1.24M | 0.09% | −1,196−13.7% | Reduced |
| HBK Sorce Advisory LLC | 6,448 | $1.25M | 0.03% | +299+4.9% | Added |
| Congress Asset Management Co | 7,584 | $1.25M | 0.01% | −2,237−22.8% | Reduced |
| Cim Investment Mangement Inc | 7,628 | $1.26M | 0.33% | −35−0.5% | Reduced |
| LVW Advisors, LLC | 7,629 | $1.26M | 0.12% | +1,779+30.4% | Added |
| Sompo Asset Management Co., Ltd. | 7,630 | $1.26M | 0.23% | 00.0% | Unchanged |
| IFG Advisors, LLC | 7,632 | $1.26M | 0.21% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 7,647 | $1.26M | 0.23% | −8,747−53.4% | Reduced |
| Peoples Financial Services Corp. | 7,656 | $1.26M | 0.60% | −169−2.2% | Reduced |
| Orion Capital Management LLC | 7,660 | $1.26M | 0.44% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 7,670 | $1.26M | 0.07% | +1,202+18.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,687 | $1.27M | 0.06% | +66+0.9% | Added |
| Axecap Investments, LLC | 7,752 | $1.28M | 0.88% | −5,516−41.6% | Reduced |
| Breakwater Capital Group | 7,752 | $1.28M | 0.17% | −49−0.6% | Reduced |
| BluePath Capital Management, LLC | 7,758 | $1.28M | 0.88% | −858−10.0% | Reduced |
| South Plains Financial, Inc. | 7,780 | $1.28M | 0.74% | −176−2.2% | Reduced |
| Corsair Capital Management, L.P. | 7,815 | $1.29M | 0.19% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,841 | $1.29M | 0.06% | +516+7.0% | Added |
| Stratos Wealth Advisors, LLC | 7,855 | $1.29M | 0.08% | +106+1.4% | Added |
| Bank of Stockton | 7,873 | $1.30M | 0.40% | −700−8.2% | Reduced |
| Arista Wealth Management, LLC | 7,877 | $1.30M | 0.16% | +3,121+65.6% | Added |
| Longfellow Investment Management Co LLC | 7,885 | $1.30M | 0.27% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,901 | $1.30M | 0.04% | +2,601+49.1% | Added |
| Operose Advisors LLC | 7,905 | $1.30M | 0.30% | +298+3.9% | Added |
| Tandem Capital Management Corp | 7,916 | $1.30M | 0.65% | 00.0% | Unchanged |
| CX Institutional | 7,915 | $1.30M | 0.04% | −392−4.7% | Reduced |
| Lawood & Co | 7,926 | $1.30M | 1.21% | +55+0.7% | Added |
| Rothschild Investment LLC | 7,933 | $1.31M | 0.07% | +35+0.4% | Added |
| Ibex Wealth Advisors | 7,945 | $1.31M | 0.12% | −26,820−77.1% | Reduced |
| TigerOak Management, L.L.C. | 7,953 | $1.31M | 0.41% | +11+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 7,963 | $1.31M | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,966 | $1.31M | 0.15% | +528+7.1% | Added |
| Stevens Capital Management LP | 7,974 | $1.31M | 0.20% | +7,974 | New |
| AXA S.A. | 7,976 | $1.31M | 0.51% | −795−9.1% | Reduced |
| KPP Advisory Services LLC | 7,987 | $1.31M | 0.19% | −1,506−15.9% | Reduced |
| Westover Capital Advisors, LLC | 8,030 | $1.32M | 0.24% | 00.0% | Unchanged |
| Sather Financial Group Inc | 8,041 | $1.32M | 0.08% | +47+0.6% | Added |
| RiverFront Investment Group, LLC | 8,054 | $1.33M | 0.02% | +2,370+41.7% | Added |
| CWA Asset Management Group, LLC | 8,109 | $1.33M | 0.05% | +5+0.1% | Added |
| Mission Wealth Management, LP | 8,121 | $1.34M | 0.03% | +130+1.6% | Added |
| Fisher Funds Management LTD | 8,134 | $1.34M | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 8,148 | $1.34M | 0.13% | −1,245−13.3% | Reduced |
| Atom Investors LP | 8,150 | $1.34M | 0.10% | +8,150 | New |
| Herold Advisors, Inc. | 8,168 | $1.34M | 0.30% | +10.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,179 | $1.35M | 0.38% | −3,221−28.3% | Reduced |
| Financial Management Professionals, Inc. | 8,193 | $1.35M | 0.15% | +94+1.2% | Added |
| E&G Advisors, LP | 8,194 | $1.35M | 0.30% | +23+0.3% | Added |
| West Branch Capital LLC | 8,196 | $1.35M | 0.36% | +1,914+30.5% | Added |
| Sage Rhino Capital LLC | 8,255 | $1.36M | 0.25% | +43+0.5% | Added |
| Flagship Harbor Advisors, LLC | 8,257 | $1.36M | 0.06% | +3,549+75.4% | Added |
| Edmond de Rothschild Holding S.A. | 8,275 | $1.36M | 0.02% | −1,674−16.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,295 | $1.37M | 0.29% | +11+0.1% | Added |
| Advisory Alpha, LLC | 8,298 | $1.37M | 0.04% | +766+10.2% | Added |
| Journey Strategic Wealth LLC | 8,354 | $1.37M | 0.03% | +99+1.2% | Added |
| bLong Financial, LLC | 8,359 | $1.38M | 1.04% | −100−1.2% | Reduced |
| Busey Wealth Management | 8,414 | $1.38M | 0.04% | −751−8.2% | Reduced |
| FourThought Financial Partners, LLC | 8,451 | $1.39M | 0.12% | −138−1.6% | Reduced |
| Triangle Securities Wealth Management | 8,454 | $1.39M | 0.32% | −402−4.5% | Reduced |
| Spire Wealth Management | 8,456 | $1.39M | 0.05% | −330−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 8,457 | $1.39M | 0.02% | +798+10.4% | Added |
| Beese Fulmer Investment Management, Inc. | 8,467 | $1.39M | 0.09% | +176+2.1% | Added |