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; 2,746 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
- 2,514
- +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
- 941 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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 96 | $18.2K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 111 | $18.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 114 | $18.8K | 0.02% | −770−87.1% | Reduced |
| LGT Financial Advisors LLC | 116 | $19.1K | 0.10% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 116 | $19.1K | 0.01% | +65+127.5% | Added |
| Lloyd Advisory Services, LLC. | 116 | $19.1K | 0.01% | +116 | New |
| First Pacific Financial | 117 | $19.3K | 0.00% | +5+4.5% | Added |
| Kentucky Trust Co | 119 | $19.6K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 120 | $19.7K | 0.00% | +120 | New |
| Penserra Capital Management LLC | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 122 | $20.1K | 0.00% | +6+5.2% | Added |
| Vision Financial Markets LLC | 124 | $20.4K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 126 | $20.7K | 0.01% | −775−86.0% | Reduced |
| Atwood & Palmer Inc | 127 | $20.9K | 0.00% | +42+49.4% | Added |
| Cornerstone National Bank & Trust Co | 127 | $21.1K | 0.01% | +77+154.0% | Added |
| Cedar Mountain Advisors, LLC | 130 | $21.4K | 0.00% | −841−86.6% | Reduced |
| Security National Bank | 131 | $21.6K | 0.00% | +131 | New |
| S&T Bank | 133 | $21.9K | 0.01% | +108+432.0% | Added |
| Aspect Partners, LLC | 138 | $22.7K | 0.01% | −19−12.1% | Reduced |
| Evolution Wealth Management Inc. | 143 | $23.5K | 0.02% | +140+4,666.7% | Added |
| Essential Partners LLC | 143 | $23.6K | 0.01% | +27+23.3% | Added |
| Raffa Wealth Management, LLC | 146 | $24.0K | 0.00% | +27+22.7% | Added |
| ZRC Wealth Management, LLC | 148 | $24.4K | 0.01% | +23+18.4% | Added |
| Manning & Napier Advisors LLC | 154 | $24.4K | 0.00% | +125+431.0% | Added |
| Olistico Wealth, LLC | 154 | $25.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $26.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 159 | $26.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 162 | $26.7K | 0.01% | +128+376.5% | Added |
| Silicon Valley Capital Partners | 163 | $26.8K | 0.00% | +25+18.1% | Added |
| Westside Investment Management, Inc. | 171 | $28.3K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 174 | $28.6K | 0.01% | +104+148.6% | Added |
| Purpose Unlimited Inc. | 175 | $28.8K | 0.00% | +34+24.1% | Added |
| Archer Investment Corp | 175 | $28.8K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 175 | $28.9K | 0.01% | −15−7.9% | Reduced |
| Noble Wealth Management PBC | 176 | $29.0K | 0.01% | −26−12.9% | Reduced |
| Red Tortoise LLC | 176 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 180 | $29.6K | 0.01% | +115+176.9% | Added |
| Clark Wealth Partners | 183 | $30.1K | 0.02% | −4,583−96.2% | Reduced |
| Entrust Financial LLC | 183 | $30.2K | 0.02% | −59−24.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 185 | $30.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 188 | $30.9K | 0.00% | −49−20.7% | Reduced |
| Bayban | 188 | $30.9K | 0.03% | +79+72.5% | Added |
| Highline Wealth Partners LLC | 192 | $31.7K | 0.01% | −68−26.2% | Reduced |
| High Note Wealth, LLC | 194 | $31.9K | 0.01% | +7+3.7% | Added |
| Turim 21 Investimentos Ltda. | 194 | $31.9K | 0.01% | +194 | New |
| Broadwater Capital Management LLC | 183 | $32.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 198 | $32.6K | 0.02% | −78,697−99.7% | Reduced |
| WFA of San Diego, LLC | 200 | $32.9K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $32.9K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 202 | $33.2K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 202 | $33.2K | 0.02% | +65+47.4% | Added |
| Atomic Invest LLC | 214 | $33.9K | 0.02% | −34−13.7% | Reduced |
| Wilkerson Advisory Group LLC | 210 | $34.6K | 0.01% | +83+65.4% | Added |
| Davis Capital Management | 211 | $34.7K | 0.02% | −1−0.5% | Reduced |
| Gen-Wealth Partners Inc | 211 | $34.7K | 0.01% | +186+744.0% | Added |
| Joseph Group Capital Management | 215 | $35.4K | 0.01% | +77+55.8% | Added |
| Frazier Financial Advisors, LLC | 217 | $35.7K | 0.02% | +108+99.1% | Added |
| Swiss Re Ltd | 230 | $37.9K | 0.23% | 00.0% | Unchanged |
| Avion Wealth | 235 | $38.0K | 0.01% | +19+8.8% | Added |
| Birchwood Financial Partners, Inc. | 236 | $38.8K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 239 | $39.3K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 238 | $39.5K | 0.01% | +157+193.8% | Added |
| Hartford Financial Management Inc. | 243 | $40.0K | 0.01% | −26−9.7% | Reduced |
| Arlington Trust Co LLC | 244 | $40.2K | 0.00% | +144+144.0% | Added |
| Quest 10 Wealth Builders, Inc. | 249 | $41.0K | 0.04% | +83+50.0% | Added |
| RWM Asset Management, LLC | 250 | $41.1K | 0.00% | +250 | New |
| Plante Moran Financial Advisors, LLC | 250 | $41.2K | 0.00% | −435−63.5% | Reduced |
| Elequin Capital LP | 252 | $41.5K | 0.00% | +252 | New |
| Opal Wealth Advisors, LLC | 258 | $42.5K | 0.01% | +258 | New |
| Byrne Asset Management LLC | 259 | $42.6K | 0.03% | −25−8.8% | Reduced |
| PlanVest Financial, Inc | 260 | $42.8K | 0.03% | +260 | New |
| Bank & Trust Co | 265 | $43.6K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 267 | $43.9K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 271 | $44.6K | 0.03% | +271 | New |
| Triumph Capital Management | 274 | $45.1K | 0.01% | +113+70.2% | Added |
| Abound Wealth Management | 276 | $45.4K | 0.01% | +10+3.8% | Added |
| Team Financial Group, LLC | 276 | $45.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 278 | $45.8K | 0.01% | +3+1.1% | Added |
| Miller Wealth Advisors, LLC | 285 | $46.9K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 248 | $47.4K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 289 | $47.6K | 0.03% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 295 | $48.5K | 0.03% | +56+23.4% | Added |
| Access Investment Management LLC | 303 | $49.9K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 307 | $50.5K | 0.01% | +307 | New |
| Boreal Capital Management LLC | 310 | $51.0K | 0.04% | −94−23.3% | Reduced |
| SJS Investment Consulting Inc. | 321 | $52.8K | 0.01% | +30+10.3% | Added |
| IAG Wealth Partners, LLC | 330 | $54.3K | 0.01% | +111+50.7% | Added |
| Kilter Group LLC | 337 | $55.5K | 0.02% | +34+11.2% | Added |
| DHJJ Financial Advisors, Ltd. | 338 | $55.7K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 396 | $55.8K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 339 | $55.8K | 0.05% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 343 | $56.4K | 0.02% | +343 | New |
| Napier Financial, LLC | 345 | $56.8K | 0.01% | +345 | New |
| First Command Advisory Services, Inc. | 348 | $57.3K | 0.00% | +280+411.8% | Added |
| Corsicana & Co. | 500 | $58.3K | 0.04% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 356 | $59.2K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 360 | $59.2K | 0.06% | −25−6.5% | Reduced |
| ESL Trust Services, LLC | 360 | $59.2K | 0.01% | 00.0% | Unchanged |