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 |
|---|---|---|---|---|---|
| Axiom Investment Management LLC | 1,400 | $230.4K | 0.18% | +1,400 | New |
| E6 Portfolios, LLC | 1,403 | $230.9K | 0.24% | +74+5.6% | Added |
| 626 Financial, LLC | 1,404 | $231.1K | 0.10% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,405 | $231.2K | 0.06% | −149−9.6% | Reduced |
| Tortuga Wealth Management, Inc | 1,408 | $231.7K | 0.22% | +58+4.3% | Added |
| Sargent Investment Group, LLC | 1,409 | $231.9K | 0.03% | +22+1.6% | Added |
| Whalerock Point Partners, LLC | 1,410 | $232.0K | 0.04% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,415 | $232.9K | 0.01% | +1,415 | New |
| Resources Management Corp | 1,415 | $233.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,417 | $233.2K | 0.03% | −463−24.6% | Reduced |
| Syverson Strege & Co | 1,418 | $233.4K | 0.06% | −44−3.0% | Reduced |
| Patton Fund Management, Inc. | 1,422 | $234.0K | 0.04% | +127+9.8% | Added |
| Meridian Financial, LLC | 1,423 | $234.2K | 0.13% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,425 | $234.5K | 0.10% | +1,425 | New |
| Brady Martz Wealth Solutions, LLC | 1,425 | $234.5K | 0.04% | +1,425 | New |
| Trust Co of Oklahoma | 1,426 | $234.7K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,426 | $234.7K | 0.03% | −41−2.8% | Reduced |
| EPG Wealth Management LLC | 1,430 | $235.3K | 0.06% | +6+0.4% | Added |
| Orrstown Financial Services Inc | 1,434 | $236.0K | 0.04% | −1,104−43.5% | Reduced |
| Manchester Capital Management LLC | 1,435 | $236.2K | 0.03% | +6+0.4% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,441 | $237.3K | 0.03% | −7−0.5% | Reduced |
| TrustBank | 1,445 | $237.8K | 0.09% | −12−0.8% | Reduced |
| Powers Advisory Group, LLC | 1,447 | $238.1K | 0.08% | +4+0.3% | Added |
| Diversified Management Inc | 1,447 | $238.1K | 0.04% | +91+6.7% | Added |
| Longview Financial Advisors LLC | 1,451 | $238.8K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,452 | $239.0K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,453 | $239.2K | 0.03% | −227−13.5% | Reduced |
| Spears Abacus Advisors LLC | 1,454 | $239.3K | 0.00% | +1,454 | New |
| Sonoma Allocations LLC | 1,422 | $239.4K | 0.08% | −430−23.2% | Reduced |
| Diversify Advisory Services, LLC | 1,283 | $240.0K | 0.04% | −10,753−89.3% | Reduced |
| Kanawha Capital Management LLC | 1,458 | $240.0K | 0.02% | −456−23.8% | Reduced |
| Drive Wealth Management, LLC | 1,458 | $240.1K | 0.05% | +118+8.8% | Added |
| Long Road Investment Counsel, LLC | 1,461 | $240.4K | 0.09% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,471 | $242.2K | 0.21% | −3,101−67.8% | Reduced |
| Traphagen Investment Advisors LLC | 1,473 | $242.4K | 0.02% | +102+7.4% | Added |
| STAR Financial Bank | 1,481 | $243.7K | 0.12% | −60−3.9% | Reduced |
| Crown Wealth Group, LLC | 1,484 | $244.2K | 0.07% | +115+8.4% | Added |
| TCI Wealth Advisors, Inc. | 1,485 | $244.4K | 0.01% | −140−8.6% | Reduced |
| Wealth Architects, LLC | 1,488 | $244.9K | 0.02% | −20−1.3% | Reduced |
| XML Financial, LLC | 1,490 | $245.2K | 0.02% | −1,083−42.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,491 | $245.4K | 0.16% | +58+4.0% | Added |
| FDx Advisors, Inc. | 1,492 | $246.0K | 0.08% | −34−2.2% | Reduced |
| Constitution Capital LLC | 1,500 | $246.9K | 0.12% | −2,980−66.5% | Reduced |
| Kearns & Associates LLC | 1,500 | $246.9K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $247.0K | 0.02% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,504 | $247.5K | 0.04% | −5−0.3% | Reduced |
| Aviance Capital Partners, LLC | 1,506 | $247.8K | 0.03% | −1−0.1% | Reduced |
| New World Advisors LLC | 1,506 | $247.8K | 0.04% | +67+4.7% | Added |
| Cozad Asset Management Inc | 1,508 | $248.2K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,511 | $248.6K | 0.09% | +54+3.7% | Added |
| Fiduciary Wealth Partners, LLC | 1,511 | $248.7K | 0.16% | −42−2.7% | Reduced |
| Royal Fund Management, LLC | 1,516 | $249.5K | 0.02% | −262−14.7% | Reduced |
| Altar Rock LLC | 1,517 | $249.7K | 0.29% | +132+9.5% | Added |
| Tannin Capital LLC | 1,518 | $249.8K | 0.18% | +190+14.3% | Added |
| Summit Wealth Group LLC | 1,520 | $250.1K | 0.03% | +1,520 | New |
| Channel Wealth LLC | 1,522 | $250.5K | 0.06% | −20−1.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,524 | $250.8K | 0.04% | +1,524 | New |
| Landscape Capital Management, L.L.C. | 1,524 | $250.8K | 0.02% | +1,524 | New |
| MPS Loria Financial Planners, LLC | 1,524 | $250.9K | 0.07% | +6+0.4% | Added |
| Novare Capital Management LLC | 1,525 | $250.9K | 0.02% | −22−1.4% | Reduced |
| Silver Grove Financial Group, Inc. | 1,528 | $251.5K | 0.20% | −33−2.1% | Reduced |
| Dividend Assets Capital, LLC | 1,531 | $252.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,532 | $252.1K | 0.02% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,535 | $252.7K | 0.14% | +340+28.5% | Added |
| Green Harvest Asset Management LLC | 1,539 | $253.3K | 0.00% | −95−5.8% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,541 | $253.6K | 0.09% | +121+8.5% | Added |
| Valley Financial Group, Inc. | 1,543 | $253.9K | 0.14% | −4−0.3% | Reduced |
| Financial Council Asset Management Inc | 1,543 | $253.9K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,544 | $254.1K | 0.03% | −2,146−58.2% | Reduced |
| Landaas & Co | 1,546 | $254.4K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,549 | $254.9K | 0.01% | −5,036−76.5% | Reduced |
| Brookwood Investment Group LLC | 1,551 | $255.3K | 0.03% | −4,284−73.4% | Reduced |
| Bravera Wealth | 1,553 | $255.6K | 0.12% | +42+2.8% | Added |
| Roof Eidam & Maycock | 1,560 | $256.7K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,568 | $258.1K | 0.05% | +3+0.2% | Added |
| Smith, Moore & Co. | 1,569 | $258.3K | 0.02% | +342+27.9% | Added |
| Pekin Hardy Strauss, Inc. | 1,571 | $258.5K | 0.03% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,573 | $258.9K | 0.03% | +139+9.7% | Added |
| OV Management LLC | 1,592 | $262.0K | 0.53% | −5,094−76.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,598 | $263.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,598 | $263.0K | 0.01% | +41+2.6% | Added |
| Natural Investments, LLC | 1,600 | $263.0K | 0.06% | +353+28.3% | Added |
| McNamara Financial Services, Inc. | 1,600 | $263.3K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $263.3K | 0.12% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $264.0K | 0.03% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,607 | $264.5K | 0.04% | −133−7.6% | Reduced |
| Richard P Slaughter Associates Inc | 1,609 | $264.8K | 0.06% | −74−4.4% | Reduced |
| Washington Trust Bank | 1,611 | $265.1K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,617 | $266.1K | 0.28% | −196−10.8% | Reduced |
| Westwood Holdings Group Inc. | 1,617 | $266.1K | 0.00% | −188−10.4% | Reduced |
| EntryPoint Capital, LLC | 1,618 | $266.3K | 0.08% | −423−20.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,619 | $266.4K | 0.08% | −27−1.6% | Reduced |
| MONECO Advisors, LLC | 1,622 | $267.0K | 0.02% | +1,622 | New |
| Godsey & Gibb Associates | 1,626 | $267.6K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,626 | $267.6K | 0.08% | +7+0.4% | Added |
| LGT Fund Management Co Ltd. | 1,628 | $267.9K | 0.01% | −833−33.8% | Reduced |
| HTG Investment Advisors, Inc. | 1,628 | $267.9K | 0.08% | +1,628 | New |
| Boyd Watterson Asset Management LLC | 1,633 | $268.7K | 0.08% | −570−25.9% | Reduced |
| Balentine LLC | 1,635 | $269.1K | 0.01% | −246−13.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,636 | $269.3K | 0.07% | +103+6.7% | Added |