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
- 2,513
- +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
- 940 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 |
|---|---|---|---|---|---|
| Frederick Financial Consultants, LLC | 1,923 | $316.4K | 0.16% | +60+3.2% | Added |
| Van Hulzen Asset Management, LLC | 1,926 | $317.0K | 0.02% | −2,342−54.9% | Reduced |
| Neville Rodie & Shaw Inc | 1,926 | $317.0K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 1,932 | $317.9K | 0.06% | +1,932 | New |
| Portfolio Strategies, Inc. | 1,933 | $318.1K | 0.04% | +1,933 | New |
| Private Wealth Asset Management, LLC | 1,934 | $318.3K | 0.03% | +17+0.9% | Added |
| Asset Advisory Group, Inc. | 1,934 | $318.3K | 0.16% | −150−7.2% | Reduced |
| Wealth Alliance | 1,934 | $318.3K | 0.03% | −174−8.3% | Reduced |
| JB Capital LLC | 1,937 | $318.7K | 0.01% | +47+2.5% | Added |
| Traynor Capital Management, Inc. | 2,018 | $319.6K | 0.02% | +57+2.9% | Added |
| Thrive Capital Management, LLC | 1,942 | $319.6K | 0.07% | −4−0.2% | Reduced |
| Southland Equity Partners LLC | 1,949 | $320.8K | 0.06% | +200+11.4% | Added |
| NTV Asset Management LLC | 1,950 | $320.9K | 0.04% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,953 | $321.4K | 0.02% | −32−1.6% | Reduced |
| Commonwealth Financial Services, LLC | 1,955 | $321.7K | 0.05% | +543+38.5% | Added |
| True Link Financial Advisors, LLC | 1,957 | $322.1K | 0.02% | −277−12.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,958 | $322.3K | 0.07% | +154+8.5% | Added |
| Stonebridge Financial Group, LLC | 1,961 | $322.6K | 0.27% | −13−0.7% | Reduced |
| Phillips Wealth Planners LLC | 1,693 | $323.5K | 0.24% | −267−13.6% | Reduced |
| WP Advisors, LLC | 1,971 | $324.4K | 0.08% | +112+6.0% | Added |
| Consilio Wealth Advisors, LLC | 1,973 | $324.7K | 0.09% | +11+0.6% | Added |
| Severin Investments, LLC | 1,977 | $325.3K | 0.28% | −776−28.2% | Reduced |
| Ewa, LLC | 1,988 | $327.1K | 0.07% | +222+12.6% | Added |
| Koss-Olinger Consulting, LLC | 1,989 | $327.3K | 0.03% | −7−0.4% | Reduced |
| BTG Pactual Asset Management US LLC | 1,992 | $327.8K | 0.03% | +1,992 | New |
| TCFG Wealth Management, LLC | 1,995 | $328.3K | 0.12% | +10+0.5% | Added |
| TCFG Investment Advisors, LLC | 1,995 | $328.3K | 0.12% | +1,995 | New |
| Prepared Retirement Institute LLC | 1,997 | $328.6K | 0.16% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 2,000 | $329.1K | 0.26% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,001 | $329.4K | 0.04% | +107+5.6% | Added |
| Investment Partners Asset Management, Inc. | 2,004 | $329.8K | 0.20% | +4+0.2% | Added |
| Interactive Financial Advisors | 2,005 | $330.0K | 0.22% | +2+0.1% | Added |
| Caliber Wealth Management, LLC | 2,007 | $330.3K | 0.04% | +80+4.2% | Added |
| Sunpointe, LLC | 2,014 | $331.4K | 0.11% | −94−4.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,015 | $331.6K | 0.11% | +73+3.8% | Added |
| Investment Research Partners LLC | 2,023 | $332.9K | 0.14% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,027 | $333.6K | 0.12% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,028 | $333.7K | 0.02% | +4+0.2% | Added |
| Tepp RIA, LLC | 2,028 | $333.7K | 0.26% | −81−3.8% | Reduced |
| WD Rutherford LLC | 2,033 | $334.6K | 0.15% | +51+2.6% | Added |
| Redwood Family Wealth LLC | 2,034 | $334.7K | 0.33% | +2,034 | New |
| ProVise Management Group, LLC | 2,036 | $335.1K | 0.02% | +12+0.6% | Added |
| Havemeyer Place LP | 2,037 | $335.2K | 0.04% | +1,096+116.5% | Added |
| Odyssey Capital Advisors, Inc. | 2,041 | $335.9K | 0.30% | −27−1.3% | Reduced |
| ACT Advisors, LLC. | 2,045 | $336.6K | 0.14% | +2,045 | New |
| Massachusetts Wealth Management | 2,050 | $337.4K | 0.15% | +325+18.8% | Added |
| Chicago Capital, LLC | 2,052 | $337.7K | 0.01% | +145+7.6% | Added |
| LeConte Wealth Management, LLC | 2,054 | $338.0K | 0.22% | +58+2.9% | Added |
| Smallwood Wealth Investment Management, LLC | 2,058 | $338.8K | 0.18% | 00.0% | Unchanged |
| Everett Harris & Co | 2,059 | $338.9K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,059 | $338.9K | 0.07% | +330+19.1% | Added |
| LexAurum Advisors, LLC | 2,061 | $339.2K | 0.04% | +2,061 | New |
| Krane Funds Advisors LLC | 2,040 | $339.2K | 0.01% | +732+56.0% | Added |
| Beaumont Financial Advisors, LLC | 2,062 | $339.3K | 0.02% | +12+0.6% | Added |
| Bangor Savings Bank | 2,066 | $340.0K | 0.03% | −28−1.3% | Reduced |
| First Business Financial Services, Inc. | 2,076 | $341.6K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,077 | $341.9K | 0.12% | +2+0.1% | Added |
| XY Planning Network, Inc. | 2,060 | $342.3K | 0.05% | +252+13.9% | Added |
| Beacon Financial Advisory LLC | 2,091 | $344.1K | 0.08% | −17−0.8% | Reduced |
| Reflection Asset Management | 2,070 | $344.2K | 0.21% | +151+7.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,814 | $345.0K | 0.22% | +500+38.1% | Added |
| Clear Creek Financial Management, LLC | 2,105 | $346.4K | 0.03% | −477−18.5% | Reduced |
| Silver Coast Investments LLC | 2,114 | $347.9K | 0.11% | −139−6.2% | Reduced |
| PCB Capital LLC | 2,117 | $348.4K | 0.55% | −3−0.1% | Reduced |
| Manske Wealth Management | 2,123 | $349.4K | 0.10% | +35+1.7% | Added |
| Marco Investment Management LLC | 2,125 | $349.7K | 0.03% | +2,125 | New |
| Meramec Financial Planners, LLC | 1,837 | $350.3K | 0.14% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,130 | $350.5K | 0.01% | +260+13.9% | Added |
| Prosperity Bancshares Inc | 2,133 | $351.0K | 0.28% | −195−8.4% | Reduced |
| LCNB Corp | 2,134 | $351.2K | 0.12% | +234+12.3% | Added |
| Pines Wealth Management, LLC | 2,138 | $351.9K | 0.11% | −290−11.9% | Reduced |
| RB Capital Management, LLC | 2,140 | $352.2K | 0.07% | +11+0.5% | Added |
| CenterBook Partners LP | 2,146 | $353.2K | 0.02% | −6,299−74.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,147 | $353.3K | 0.10% | −490−18.6% | Reduced |
| Argus Investors' Counsel, Inc. | 2,150 | $353.8K | 0.31% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,153 | $354.3K | 0.17% | −1,369−38.9% | Reduced |
| Canvas Wealth Advisors, LLC | 2,153 | $354.3K | 0.06% | +25+1.2% | Added |
| Expressive Wealth LLC | 1,837 | $355.3K | 0.34% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,166 | $356.0K | 0.04% | +13+0.6% | Added |
| Intergy Private Wealth, LLC | 2,165 | $356.3K | 0.10% | −32−1.5% | Reduced |
| Macroview Investment Management LLC | 2,174 | $357.8K | 0.25% | +21+1.0% | Added |
| Red Reef Advisors LLC | 2,175 | $357.9K | 0.37% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,177 | $358.2K | 0.13% | −189−8.0% | Reduced |
| Sunflower Bank, N.A. | 2,180 | $358.8K | 0.09% | +5+0.2% | Added |
| Reston Wealth Management LLC | 2,181 | $359.0K | 0.11% | +2+0.1% | Added |
| Mosaic Financial Group, LLC | 2,179 | $359.0K | 0.25% | +12+0.6% | Added |
| JGP Wealth Management, LLC | 2,182 | $359.1K | 0.04% | −576−20.9% | Reduced |
| Peak Planning Group, LLC | 2,184 | $359.4K | 0.10% | +13+0.6% | Added |
| Eagle Strategies LLC | 2,189 | $360.2K | 0.04% | −17−0.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,197 | $361.6K | 0.05% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 2,197 | $361.6K | 0.35% | +77+3.6% | Added |
| Mirador Capital Partners LP | 2,198 | $361.7K | 0.05% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 2,200 | $362.1K | 0.07% | +86+4.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,207 | $363.3K | 0.10% | −100−4.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,209 | $363.5K | 0.05% | +3+0.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,215 | $364.5K | 0.02% | −98−4.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,219 | $365.2K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,942 | $366.7K | 0.17% | +1,942 | New |
| OneAscent Family Office, LLC | 2,232 | $367.2K | 0.26% | +22+1.0% | Added |
| CWS Financial Advisors, LLC | 2,236 | $367.9K | 0.09% | +29+1.3% | Added |