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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,000 | $164.6K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $164.6K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,011 | $166.4K | 0.13% | −145−12.5% | Reduced |
| Virtus ETF Advisers LLC | 1,033 | $170.0K | 0.08% | −700−40.4% | Reduced |
| AXS Investments LLC | 1,038 | $170.8K | 0.07% | −63−5.7% | Reduced |
| Signature Equity Partners, LLC | 1,045 | $171.9K | 0.09% | +38+3.8% | Added |
| General Partner, Inc. | 1,057 | $174.0K | 0.11% | −50−4.5% | Reduced |
| TSFG, LLC | 1,069 | $176.0K | 0.03% | +2+0.2% | Added |
| HHM Wealth Advisors, LLC | 1,070 | $176.0K | 0.02% | +263+32.6% | Added |
| Millstone Evans Group, LLC | 1,083 | $178.2K | 0.11% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,085 | $178.6K | 0.02% | −52−4.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,094 | $180.0K | 0.03% | +113+11.5% | Added |
| Hilltop National Bank | 1,113 | $183.2K | 0.04% | +364+48.6% | Added |
| Sherman Asset Management, Inc. | 1,162 | $191.2K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,179 | $194.0K | 0.01% | +117+11.0% | Added |
| Washington Trust Advisors, Inc. | 1,191 | $196.0K | 0.02% | +146+14.0% | Added |
| Robinswood Financial LLC | 1,210 | $199.2K | 0.06% | +7+0.6% | Added |
| Blue Edge Capital, LLC | 1,216 | $200.1K | 0.03% | −104−7.9% | Reduced |
| Arvest Bank Trust Division | 1,217 | $200.3K | 0.01% | −15−1.2% | Reduced |
| J.Safra Asset Management Corp | 1,220 | $200.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,223 | $201.3K | 0.03% | −9−0.7% | Reduced |
| Iron Financial, LLC | 1,226 | $201.7K | 0.09% | +90+7.9% | Added |
| Sunburst Financial Group, LLC | 1,226 | $201.8K | 0.04% | +40+3.4% | Added |
| Financial Solutions Advisory Group, Inc. | 1,226 | $201.8K | 0.03% | +1,226 | New |
| Genesis Private Wealth, LLC | 1,228 | $202.1K | 0.06% | −155−11.2% | Reduced |
| Eagle Wealth Advisors LLC | 1,230 | $202.4K | 0.19% | +29+2.4% | Added |
| Reicon Wealth Advisors, LLC | 1,230 | $202.4K | 0.16% | −670−35.3% | Reduced |
| Walker Asset Management, LLC | 1,233 | $202.9K | 0.11% | +4+0.3% | Added |
| BIP Wealth, LLC | 1,235 | $203.3K | 0.01% | −215−14.8% | Reduced |
| CFO4Life Group, LLC | 1,238 | $203.7K | 0.03% | −427−25.6% | Reduced |
| Anfield Capital Management, LLC | 1,242 | $204.4K | 0.06% | +1,039+511.8% | Added |
| Xxi Wealth, LLC | 1,244 | $204.7K | 0.12% | +1,244 | New |
| Leisure Capital Management | 1,246 | $205.1K | 0.07% | −124−9.1% | Reduced |
| Sivia Capital Partners, LLC | 1,248 | $205.4K | 0.04% | −1,673−57.3% | Reduced |
| Money Concepts Capital Corp | 1,248 | $205.4K | 0.01% | +66+5.6% | Added |
| Stephenson & Company, Inc. | 1,249 | $205.5K | 0.11% | 00.0% | Unchanged |
| one8zero8, LLC | 1,250 | $205.7K | 0.05% | 00.0% | Unchanged |
| Embree Financial Group | 1,253 | $206.3K | 0.02% | +1,253 | New |
| BXM Wealth LLC | 1,256 | $206.7K | 0.16% | −7,750−86.1% | Reduced |
| Planned Solutions, Inc. | 1,257 | $206.9K | 0.07% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,257 | $207.0K | 0.01% | −57−4.3% | Reduced |
| Lantz Financial LLC | 1,258 | $207.0K | 0.04% | +1,258 | New |
| Sunbeam Capital Management, LLC | 1,259 | $207.2K | 0.12% | −44−3.4% | Reduced |
| Fortis Advisors, LLC | 1,260 | $207.4K | 0.10% | +7+0.6% | Added |
| CRA Financial Services, LLC | 1,260 | $207.4K | 0.03% | −56−4.3% | Reduced |
| Chicago Trust Co NA | 1,262 | $207.7K | 0.03% | −10−0.8% | Reduced |
| HBW Advisory Services LLC | 1,262 | $207.8K | 0.02% | +49+4.0% | Added |
| Van Diest Capital, LLC | 1,266 | $208.5K | 0.16% | +1,266 | New |
| Regatta Capital Group, LLC | 1,271 | $209.1K | 0.03% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,272 | $209.4K | 0.09% | −10−0.8% | Reduced |
| Patten Group, Inc. | 1,275 | $209.8K | 0.04% | −21−1.6% | Reduced |
| Saxon Interests, Inc. | 1,277 | $210.1K | 0.07% | −32−2.4% | Reduced |
| Fox Run Management, L.L.C. | 1,329 | $210.5K | 0.04% | −10,584−88.8% | Reduced |
| Capstone Financial Advisors, Inc. | 1,281 | $210.9K | 0.01% | +31+2.5% | Added |
| GatePass Capital, LLC | 1,283 | $211.1K | 0.10% | +1,283 | New |
| Fiera Capital Corp | 1,285 | $211.5K | 0.00% | −70−5.2% | Reduced |
| Thoroughbred Financial Services, LLC | 1,289 | $212.0K | 0.01% | −50−3.7% | Reduced |
| AMG Asset Management Group, Inc. | 1,296 | $213.3K | 0.17% | +1,296 | New |
| Raleigh Capital Management Inc. | 1,296 | $213.4K | 0.07% | +497+62.2% | Added |
| Fountainhead AM, LLC | 1,297 | $213.5K | 0.19% | +580+80.9% | Added |
| Peak Retirement Planning, Inc. | 1,298 | $213.5K | 0.04% | +1,298 | New |
| Redwood Wealth Management Group, LLC | 1,300 | $214.0K | 0.09% | −198−13.2% | Reduced |
| Motive Wealth Advisors | 1,303 | $214.4K | 0.10% | −10−0.8% | Reduced |
| Clearwater Capital Advisors, LLC | 1,305 | $214.8K | 0.02% | +1,305 | New |
| Davis Investment Partners, LLC | 1,308 | $215.3K | 0.08% | −449−25.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,310 | $215.6K | 0.05% | −25−1.9% | Reduced |
| Virtue Capital Management, LLC | 1,365 | $216.2K | 0.03% | +1,365 | New |
| Howard Capital Management Group, LLC | 1,316 | $216.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,317 | $216.7K | 0.11% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 1,319 | $217.0K | 0.23% | +1,319 | New |
| Total Clarity Wealth Management, Inc. | 1,321 | $217.4K | 0.05% | +33+2.6% | Added |
| StoryOne LLC | 0 | $217.9K | 0.12% | 0 | Unchanged |
| Beto Financial Group, LLC | 1,148 | $218.3K | 0.13% | +13+1.1% | Added |
| Tobam | 1,332 | $219.0K | 0.06% | +639+92.2% | Added |
| Bridges Investment Management Inc | 1,333 | $219.4K | 0.00% | −46−3.3% | Reduced |
| Asset One Wealth Management LLC | 1,160 | $219.7K | 0.02% | +1,160 | New |
| Shum Financial Group, Inc. | 1,336 | $219.9K | 0.16% | −8−0.6% | Reduced |
| Brio Consultants, LLC | 1,165 | $220.5K | 0.03% | +1,165 | New |
| RVW Wealth, LLC | 1,343 | $221.0K | 0.02% | −2,143−61.5% | Reduced |
| Piscataqua Savings Bank | 1,345 | $221.3K | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,347 | $221.7K | 0.00% | −298−18.1% | Reduced |
| Citizens National Bank Trust Department | 1,350 | $222.2K | 0.04% | +350+35.0% | Added |
| Act Wealth Management, LLC | 1,350 | $222.2K | 0.07% | −62−4.4% | Reduced |
| Sound Income Strategies, LLC | 1,341 | $222.8K | 0.01% | −101−7.0% | Reduced |
| Silvant Capital Management LLC | 1,357 | $223.3K | 0.01% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 1,360 | $223.9K | 0.12% | +37+2.8% | Added |
| Hanlon Investment Management, Inc. | 1,361 | $224.0K | 0.12% | +1,361 | New |
| West Paces Advisors Inc. | 1,364 | $224.5K | 0.04% | −20−1.4% | Reduced |
| Legacy Wealth Advisors, LLC | 1,365 | $224.6K | 0.11% | +1,365 | New |
| Spartan Planning & Wealth Management | 1,369 | $225.3K | 0.17% | −1,453−51.5% | Reduced |
| Wealthquest Corp | 1,370 | $225.5K | 0.02% | +218+18.9% | Added |
| Pitti Group Wealth Management, LLC | 1,370 | $225.5K | 0.18% | +1+0.1% | Added |
| Vicus Capital | 1,372 | $225.7K | 0.02% | +13+1.0% | Added |
| Fire Capital Management LLC | 1,374 | $226.1K | 0.11% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,375 | $226.3K | 0.08% | −48−3.4% | Reduced |
| Platform Technology Partners | 1,377 | $226.6K | 0.04% | +1,377 | New |
| Cogent Private Wealth, Inc. | 1,389 | $228.6K | 0.17% | +237+20.6% | Added |
| Drucker Wealth 3.0, LLC | 1,390 | $228.8K | 0.04% | −22−1.6% | Reduced |
| Indiana Trust & Investment Management CO | 1,394 | $229.4K | 0.07% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,396 | $229.7K | 0.78% | −18−1.3% | Reduced |