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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 1,637 | $269.5K | 0.01% | −240−12.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,638 | $269.6K | 0.02% | −7−0.4% | Reduced |
| Journey Advisory Group, LLC | 1,640 | $269.8K | 0.02% | −1,868−53.2% | Reduced |
| TFC Financial Management | 1,641 | $270.1K | 0.03% | +70+4.5% | Added |
| Centurion Wealth Management LLC | 1,645 | $270.7K | 0.06% | −41−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,478 | $271.0K | 0.02% | +248+20.2% | Added |
| Ashton Thomas Securities, LLC | 1,647 | $271.0K | 0.03% | +111+7.2% | Added |
| Kestra Investment Management, LLC | 1,648 | $271.2K | 0.00% | +481+41.2% | Added |
| Cypress Capital Group | 1,655 | $272.4K | 0.03% | −24−1.4% | Reduced |
| Auour Investments LLC | 1,658 | $272.9K | 0.09% | −162−8.9% | Reduced |
| Falcon Wealth Planning | 1,659 | $273.0K | 0.02% | +164+11.0% | Added |
| Marks Group Wealth Management, Inc | 1,662 | $273.5K | 0.03% | +4+0.2% | Added |
| Schrum Private Wealth Management LLC | 1,672 | $275.1K | 0.21% | +4+0.2% | Added |
| Fortis Group Advisors, LLC | 1,444 | $275.2K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,686 | $277.5K | 0.02% | +1,686 | New |
| Leeward Financial Partners, LLC | 1,694 | $278.8K | 0.08% | −83−4.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,700 | $279.8K | 0.00% | −1,400−45.2% | Reduced |
| Brave Asset Management Inc | 1,700 | $279.8K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $279.8K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,702 | $280.1K | 0.11% | +6+0.4% | Added |
| C M Bidwell & Associates Ltd | 1,705 | $280.6K | 0.13% | −3−0.2% | Reduced |
| Summitry LLC | 1,705 | $280.6K | 0.01% | +138+8.8% | Added |
| Aries Wealth Management | 1,707 | $280.9K | 0.06% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,710 | $281.4K | 0.04% | +85+5.2% | Added |
| MinichMacGregor Wealth Management, LLC | 1,721 | $283.2K | 0.05% | +114+7.1% | Added |
| Owl Creek Wealth Partners LLC | 1,723 | $283.6K | 0.10% | +1,723 | New |
| Symmetry Partners, LLC | 1,723 | $283.6K | 0.02% | +1,723 | New |
| Brown Wealth Management, LLC | 1,725 | $283.8K | 0.07% | +147+9.3% | Added |
| Titleist Asset Management, LLC | 1,728 | $284.3K | 0.02% | +144+9.1% | Added |
| Weatherly Asset Management L. P. | 1,732 | $285.0K | 0.02% | +8+0.5% | Added |
| AGH Wealth Advisors, LLC | 1,734 | $285.4K | 0.21% | +88+5.3% | Added |
| Second Line Capital, LLC | 1,499 | $285.7K | 0.05% | +1,499 | New |
| August Group Capital Ltd | 1,736 | $285.7K | 0.33% | −90−4.9% | Reduced |
| Precedent Wealth Partners, LLC | 1,738 | $286.0K | 0.06% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 1,739 | $286.1K | 0.10% | +1,739 | New |
| Tred Avon Family Wealth, LLC | 1,739 | $286.2K | 0.09% | −135−7.2% | Reduced |
| Catalina Capital Group, LLC | 1,742 | $286.6K | 0.18% | +12+0.7% | Added |
| Westmount Partners, LLC | 1,744 | $287.1K | 0.07% | −38−2.1% | Reduced |
| Maltin Wealth Management, Inc. | 1,749 | $287.9K | 0.11% | −3−0.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,758 | $289.3K | 0.04% | +195+12.5% | Added |
| Bank Ozk | 1,762 | $290.0K | 0.10% | −3−0.2% | Reduced |
| Headinvest, LLC | 1,766 | $290.6K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,749 | $290.6K | 0.10% | +61+3.6% | Added |
| Old Point Trust & Financial Services N A | 1,767 | $290.8K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,767 | $290.8K | 0.05% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,767 | $290.8K | 0.05% | +1,767 | New |
| WealthTrust Axiom LLC | 1,770 | $291.3K | 0.07% | 00.0% | Unchanged |
| Black Swift Group, LLC | 1,773 | $291.8K | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 1,787 | $294.1K | 0.14% | −90−4.8% | Reduced |
| BAM Wealth Management, LLC | 1,792 | $294.9K | 0.22% | +660+58.3% | Added |
| Reik & Co., LLC | 1,800 | $296.2K | 0.08% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $296.2K | 0.09% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $296.2K | 0.20% | 00.0% | Unchanged |
| Athena Investment Management | 1,803 | $296.7K | 0.15% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,804 | $296.9K | 0.21% | −1,558−46.3% | Reduced |
| MQS Management LLC | 1,809 | $297.7K | 0.20% | −155−7.9% | Reduced |
| Tyche Wealth Partners LLC | 1,815 | $298.7K | 0.05% | −45−2.4% | Reduced |
| Confluence Wealth Services, Inc. | 1,821 | $299.7K | 0.01% | +312+20.7% | Added |
| Bingham Private Wealth, LLC | 1,825 | $300.1K | 0.24% | +81+4.6% | Added |
| Nolet Wealth Management, LLC | 1,824 | $300.2K | 0.17% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,824 | $300.2K | 0.04% | −2−0.1% | Reduced |
| Pflug Koory, LLC | 1,824 | $300.2K | 0.14% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,826 | $300.5K | 0.06% | −144−7.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,828 | $300.8K | 0.15% | −15−0.8% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,828 | $300.8K | 0.22% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,828 | $300.9K | 0.03% | +177+10.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,829 | $301.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,839 | $302.6K | 0.12% | −319−14.8% | Reduced |
| FSM Wealth Advisors, LLC | 1,839 | $302.6K | 0.04% | −69−3.6% | Reduced |
| Johnson Financial Group, LLC | 1,839 | $302.6K | 0.02% | +638+53.1% | Added |
| Holistic Financial Partners | 1,839 | $302.6K | 0.11% | +60+3.4% | Added |
| Objective Capital Management, LLC | 1,840 | $302.8K | 0.31% | +240+15.0% | Added |
| Lafayette Investments, Inc. | 1,847 | $304.0K | 0.06% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 1,847 | $304.0K | 0.20% | +63+3.5% | Added |
| BKM Wealth Management, LLC | 1,848 | $304.1K | 0.11% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,850 | $304.5K | 0.04% | +51+2.8% | Added |
| TopTier Wealth Management, LLC | 1,854 | $305.1K | 0.19% | −162−8.0% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $305.4K | 0.09% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,859 | $305.9K | 0.03% | −12−0.6% | Reduced |
| Sharp Financial Services, LLC | 1,866 | $307.1K | 0.15% | +1,866 | New |
| LJI Wealth Management, LLC | 1,871 | $307.9K | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,871 | $307.9K | 0.01% | 00.0% | Unchanged |
| King Wealth | 1,871 | $308.0K | 0.04% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,874 | $308.3K | 0.03% | +1,874 | New |
| Osborne Partners Capital Management, LLC | 1,875 | $308.6K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,875 | $308.6K | 0.06% | +208+12.5% | Added |
| Tempo Wealth, LLC | 1,877 | $308.9K | 0.05% | +66+3.6% | Added |
| Atlas Capital Advisors LLC | 1,877 | $308.9K | 0.04% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,878 | $309.0K | 0.07% | +31+1.7% | Added |
| Palisades Hudson Asset Management, L.P. | 1,878 | $309.0K | 0.12% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,886 | $310.4K | 0.05% | −1,241−39.7% | Reduced |
| Range Advisory, LLC | 1,891 | $311.1K | 0.06% | +466+32.7% | Added |
| Groesbeck Investment Management Corp | 1,900 | $313.0K | 0.61% | −300−13.6% | Reduced |
| Gemmer Asset Management LLC | 1,905 | $313.5K | 0.02% | +9+0.5% | Added |
| Acorn Creek Capital LLC | 1,908 | $314.1K | 0.11% | −1−0.1% | Reduced |
| Wealth Management Associates, Inc. | 1,918 | $315.6K | 0.11% | +1+0.1% | Added |
| J2 Capital Management Inc | 1,918 | $315.6K | 0.22% | +49+2.6% | Added |
| FLC Capital Advisors | 1,918 | $315.6K | 0.06% | +323+20.3% | Added |
| Fusion Capital, LLC | 1,920 | $316.0K | 0.09% | +402+26.5% | Added |
| Granite Harbor Advisors, Inc. | 1,922 | $316.3K | 0.14% | −32−1.6% | Reduced |