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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 361 | $59.4K | 0.02% | +94+35.2% | Added |
| Essex Investment Management Co LLC | 363 | $59.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 373 | $61.4K | 0.05% | +300+411.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $62.0K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 377 | $62.1K | 0.06% | +2+0.5% | Added |
| Kemnay Advisory Services Inc. | 390 | $64.2K | 0.01% | −85−17.9% | Reduced |
| Solstein Capital, LLC | 399 | $65.7K | 0.03% | −94−19.1% | Reduced |
| American Capital Advisory, LLC | 405 | $66.7K | 0.03% | +307+313.3% | Added |
| Twin Lakes Capital Management, LLC | 408 | $67.1K | 0.03% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 417 | $68.6K | 0.06% | +417 | New |
| Nvest Wealth Strategies, Inc. | 418 | $68.8K | 0.05% | +244+140.2% | Added |
| DiNuzzo Private Wealth, Inc. | 420 | $69.1K | 0.01% | −16−3.7% | Reduced |
| Westfuller Advisors, LLC | 421 | $69.2K | 0.03% | +7+1.7% | Added |
| Dogwood Wealth Management LLC | 421 | $69.3K | 0.03% | +83+24.6% | Added |
| GoalVest Advisory LLC | 425 | $69.9K | 0.01% | +45+11.8% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 426 | $70.1K | 0.03% | +426 | New |
| Wellington Grp LLC | 430 | $70.8K | 0.02% | −157−26.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 430 | $70.8K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 430 | $70.8K | 0.02% | +1+0.2% | Added |
| Sittner & Nelson, LLC | 433 | $71.3K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $72.4K | 0.05% | −50−10.2% | Reduced |
| Provenance Wealth Advisors, LLC | 443 | $72.9K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 444 | $73.1K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 451 | $74.2K | 0.01% | −1−0.2% | Reduced |
| REAP Financial Group, LLC | 452 | $74.4K | 0.01% | +452 | New |
| Miller Global Investments, LLC | 453 | $74.5K | 0.07% | +453 | New |
| Princeton Global Asset Management LLC | 454 | $74.7K | 0.01% | +7+1.6% | Added |
| Accordant Advisory Group Inc | 470 | $77.3K | 0.05% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 498 | $82.0K | 0.04% | +490+6,125.0% | Added |
| Beutel, Goodman & Co Ltd. | 500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 499 | $82.1K | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $82.3K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 514 | $84.6K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 515 | $84.8K | 0.02% | −7−1.3% | Reduced |
| Delos Wealth Advisors, LLC | 517 | $85.1K | 0.05% | −14−2.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 521 | $85.8K | 0.01% | −4,812−90.2% | Reduced |
| Curio Wealth, LLC | 531 | $87.4K | 0.03% | +4+0.8% | Added |
| Networth Advisors, LLC | 548 | $90.2K | 0.06% | +534+3,814.3% | Added |
| Covestor Ltd | 555 | $91.0K | 0.06% | −513−48.0% | Reduced |
| First Financial Corp | 554 | $91.2K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $93.5K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $94.6K | 0.08% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 583 | $95.9K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 595 | $97.9K | 0.01% | +35+6.3% | Added |
| McIlrath & Eck, LLC | 597 | $98.3K | 0.01% | +84+16.4% | Added |
| Hager Investment Management Services, LLC | 600 | $98.7K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 602 | $99.1K | 0.04% | +190+46.1% | Added |
| United Financial Planning Group LLC | 610 | $100.4K | 0.06% | +22+3.7% | Added |
| Rowland & Co Investment Counsel | 611 | $100.6K | 0.02% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 614 | $101.0K | 0.02% | −400−39.4% | Reduced |
| UMA Financial Services, Inc. | 616 | $101.4K | 0.01% | +9+1.5% | Added |
| Salomon & Ludwin, LLC | 613 | $101.6K | 0.01% | −46−7.0% | Reduced |
| Activest Wealth Management | 623 | $102.5K | 0.02% | +232+59.3% | Added |
| Scarborough Advisors, LLC | 630 | $103.7K | 0.01% | +630 | New |
| Cornerstone Financial Management LLC | 636 | $104.7K | 0.10% | +458+257.3% | Added |
| Align Financial, LLC | 649 | $106.8K | 0.06% | −114,568−99.4% | Reduced |
| Sachetta, LLC | 651 | $107.1K | 0.06% | −11−1.7% | Reduced |
| Fortitude Family Office, LLC | 651 | $107.1K | 0.02% | −83−11.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $107.5K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 724 | $109.4K | 0.03% | −6−0.8% | Reduced |
| Essential Investment Partners LLC | 672 | $110.6K | 0.10% | 00.0% | Unchanged |
| Hollencrest Capital Management | 679 | $111.7K | 0.00% | −251−27.0% | Reduced |
| DAGCO, Inc. | 685 | $112.7K | 0.02% | +4+0.6% | Added |
| Bell Investment Advisors, Inc | 690 | $113.6K | 0.02% | +6+0.9% | Added |
| Murphy & Mullick Capital Management Corp | 692 | $113.9K | 0.08% | −34−4.7% | Reduced |
| Atlantic Trust, LLC | 693 | $114.0K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 699 | $115.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 702 | $115.5K | 0.08% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 614 | $116.1K | 0.02% | +142+30.1% | Added |
| 1248 Management, LLC | 714 | $117.5K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 724 | $119.1K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 736 | $121.1K | 0.12% | −245−25.0% | Reduced |
| WPG Advisers, LLC | 758 | $124.7K | 0.09% | −60−7.3% | Reduced |
| One River Asset Management, LLC | 766 | $126.1K | 0.43% | +766 | New |
| Cranbrook Wealth Management, LLC | 788 | $129.7K | 0.03% | +8+1.0% | Added |
| Park Circle Co | 800 | $131.7K | 0.13% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 802 | $132.0K | 0.05% | +802 | New |
| Gleason Group, Inc. | 807 | $132.9K | 0.01% | +5+0.6% | Added |
| Thompson Investment Management, Inc. | 808 | $132.9K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 819 | $134.8K | 0.04% | +4+0.5% | Added |
| LRI Investments, LLC | 866 | $142.5K | 0.01% | +11+1.3% | Added |
| Ogorek Anthony Joseph | 873 | $143.0K | 0.04% | −13−1.5% | Reduced |
| Ancora Advisors, LLC | 883 | $145.3K | 0.00% | +56+6.8% | Added |
| GGM Financials LLC | 891 | $146.6K | 0.07% | +6+0.7% | Added |
| Richardson Financial Services Inc. | 894 | $147.1K | 0.09% | −93−9.4% | Reduced |
| Kozak & Associates, Inc. | 821 | $148.8K | 0.03% | +5+0.6% | Added |
| Financial Life Planners | 910 | $149.8K | 0.11% | +910 | New |
| Wellington Shields & Co., LLC | 911 | $149.9K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 911 | $150.0K | 0.00% | +600+192.9% | Added |
| Caldwell Sutter Capital, Inc. | 919 | $151.2K | 0.06% | −5−0.5% | Reduced |
| Creative Financial Designs Inc | 944 | $155.4K | 0.01% | +54+6.1% | Added |
| Bogart Wealth, LLC | 951 | $156.5K | 0.01% | +34+3.7% | Added |
| Y.D. More Investments Ltd | 955 | $156.7K | 0.01% | −296−23.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 957 | $157.5K | 0.06% | +78+8.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 956 | $157.6K | 0.05% | −58−5.7% | Reduced |
| Trust Co | 963 | $158.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 970 | $159.0K | 0.13% | −200−17.1% | Reduced |
| MV Capital Management, Inc. | 970 | $159.6K | 0.02% | −7−0.7% | Reduced |
| Hanson & Doremus Investment Management | 975 | $160.0K | 0.02% | +95+10.8% | Added |
| SOA Wealth Advisors, LLC. | 984 | $161.9K | 0.03% | −36−3.5% | Reduced |