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 |
|---|---|---|---|---|---|
| Luts & Greenleigh Group, Inc | 2,236 | $368.0K | 0.29% | −9−0.4% | Reduced |
| North Star Asset Management Inc | 2,243 | $369.1K | 0.02% | +156+7.5% | Added |
| Novem Group | 2,248 | $370.0K | 0.04% | −8−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,253 | $370.9K | 0.07% | +68+3.1% | Added |
| Crewe Advisors LLC | 2,258 | $371.6K | 0.03% | +21+0.9% | Added |
| Montz Harcus Wealth Management LLC | 2,258 | $371.6K | 0.15% | +9+0.4% | Added |
| Breakthru Advisory Services, LLC | 2,261 | $372.1K | 0.60% | −78−3.3% | Reduced |
| RKL Wealth Management LLC | 2,266 | $372.9K | 0.03% | +117+5.4% | Added |
| Paradigm Financial Partners, LLC | 2,268 | $373.2K | 0.07% | −460−16.9% | Reduced |
| Capital Square, LLC | 1,986 | $373.5K | 0.17% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,274 | $374.0K | 0.22% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,275 | $374.4K | 0.13% | −16−0.7% | Reduced |
| Osterweis Capital Management Inc | 2,278 | $374.9K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,280 | $375.2K | 0.06% | +462+25.4% | Added |
| Bulltick Wealth Management, LLC | 2,280 | $375.2K | 0.08% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 2,290 | $376.9K | 0.18% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,295 | $377.7K | 0.04% | +15+0.7% | Added |
| Strategic Financial Concepts, LLC | 2,298 | $378.2K | 0.09% | +2,298 | New |
| Lewis Asset Management, LLC | 2,299 | $378.4K | 0.15% | +91+4.1% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $378.5K | 0.16% | 0 | Unchanged |
| Coordinated Financial Services, Inc. | 2,305 | $379.3K | 0.22% | +856+59.1% | Added |
| McAdam, LLC | 2,309 | $380.0K | 0.02% | +187+8.8% | Added |
| Elevated Capital Advisors, LLC | 2,313 | $380.6K | 0.10% | +2,125+1,130.3% | Added |
| Matthew Goff Investment Advisor, LLC | 2,316 | $381.1K | 0.07% | +298+14.8% | Added |
| Welch Group, LLC | 2,321 | $382.0K | 0.01% | −50−2.1% | Reduced |
| Alteri Wealth LLC | 2,323 | $382.2K | 0.12% | +14+0.6% | Added |
| COFG Advisors, LLC | 2,324 | $382.5K | 0.09% | +131+6.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,329 | $383.3K | 0.09% | +6+0.3% | Added |
| Foguth Wealth Management, LLC. | 1,848 | $384.4K | 0.04% | +1,848 | New |
| Van Strum & Towne Inc. | 2,340 | $385.1K | 0.11% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,350 | $386.7K | 0.20% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 2,362 | $387.2K | 0.02% | −497−17.4% | Reduced |
| Ariadne Wealth Management, LP | 2,360 | $388.4K | 0.17% | −233−9.0% | Reduced |
| BLB&B Advisors, LLC | 2,368 | $389.7K | 0.02% | −209−8.1% | Reduced |
| CPA Asset Management LLC | 2,371 | $390.2K | 0.13% | 00.0% | Unchanged |
| Firestone Capital Management | 2,373 | $390.4K | 0.08% | −31−1.3% | Reduced |
| Jacobsen Capital Management | 2,373 | $390.5K | 0.13% | +10.0% | Added |
| Tripletail Wealth Management, LLC | 2,357 | $390.8K | 0.53% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,389 | $393.2K | 0.04% | −81,869−97.2% | Reduced |
| Wall Street Financial Group, Inc. | 2,394 | $394.0K | 0.23% | +53+2.3% | Added |
| Financial Security Advisor, Inc. | 2,400 | $394.9K | 0.07% | +13+0.5% | Added |
| Paragon Private Wealth Management, LLC | 2,408 | $396.2K | 0.12% | +367+18.0% | Added |
| Greenspring Advisors, LLC | 2,411 | $396.7K | 0.02% | +91+3.9% | Added |
| Bragg Financial Advisors, Inc | 2,417 | $397.8K | 0.01% | +65+2.8% | Added |
| Guardian Wealth Advisors, LLC | 2,419 | $398.1K | 0.03% | −74−3.0% | Reduced |
| Steinberganna Wealth Management | 2,427 | $399.4K | 0.19% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,427 | $399.4K | 0.04% | +354+17.1% | Added |
| Associated Banc-Corp | 2,434 | $400.6K | 0.01% | −13−0.5% | Reduced |
| Marest Capital, LLC | 2,437 | $401.1K | 0.23% | +2,437 | New |
| Fiduciary Group LLC | 2,446 | $402.5K | 0.03% | −99−3.9% | Reduced |
| OneAscent Financial Services LLC | 2,448 | $402.8K | 0.02% | +688+39.1% | Added |
| New Covenant Trust Company, N.A. | 2,449 | $403.0K | 0.36% | +293+13.6% | Added |
| Univest Financial Corp | 2,454 | $403.8K | 0.02% | −33−1.3% | Reduced |
| Horizon Wealth Management, LLC | 2,464 | $405.6K | 0.06% | +2+0.1% | Added |
| Manhattan West Asset Management, LLC | 2,469 | $406.3K | 0.08% | +414+20.1% | Added |
| Focus Financial Network, Inc. | 2,470 | $406.5K | 0.01% | −601−19.6% | Reduced |
| Doheny Asset Management | 2,473 | $407.0K | 0.27% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,478 | $407.9K | 0.03% | +180+7.8% | Added |
| Marex Group plc | 2,488 | $409.5K | 0.00% | +2,488 | New |
| EJMK Ventures LLC | 2,499 | $411.3K | 0.23% | +195+8.5% | Added |
| Merrion Investment Management Co, LLC | 2,500 | $411.4K | 0.22% | +500+25.0% | Added |
| Florida Financial Advisors, LLC | 2,504 | $412.1K | 0.10% | +336+15.5% | Added |
| BankPlus Wealth Management LLC | 2,504 | $412.2K | 0.21% | +2,504 | New |
| Purkiss Capital Advisors LLC | 2,507 | $412.6K | 0.18% | +402+19.1% | Added |
| Flaharty Asset Management, LLC | 2,508 | $412.7K | 0.05% | 00.0% | Unchanged |
| Motco | 2,509 | $412.9K | 0.04% | −20−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 2,510 | $413.1K | 0.06% | +462+22.6% | Added |
| Ellsworth Advisors, LLC | 2,520 | $414.8K | 0.08% | +29+1.2% | Added |
| Gilbert & Cook, Inc. | 2,521 | $414.9K | 0.05% | +2,521 | New |
| Claris Financial LLC | 2,522 | $415.1K | 0.23% | +9+0.4% | Added |
| Grant Private Wealth Management Inc | 2,523 | $415.2K | 0.22% | +835+49.5% | Added |
| Integrity Financial Corp | 2,525 | $415.5K | 0.21% | +2,525 | New |
| Evergreen Wealth Solutions, LLC | 2,525 | $415.6K | 0.03% | +2,525 | New |
| Flynn Zito Capital Management, LLC | 2,526 | $415.8K | 0.13% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 2,530 | $416.4K | 0.09% | +541+27.2% | Added |
| Miller Capital Partners, Inc. | 2,534 | $417.0K | 0.20% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,535 | $417.2K | 0.16% | −48−1.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $418.3K | 0.10% | 00.0% | Unchanged |
| Michael B. Yongue | 2,543 | $418.5K | 0.31% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,545 | $418.8K | 0.03% | +6+0.2% | Added |
| Bouchey Financial Group Ltd | 2,351 | $418.9K | 0.03% | +39+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,547 | $419.1K | 0.05% | −237−8.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,548 | $419.3K | 0.09% | −10−0.4% | Reduced |
| Burling Wealth Partners, LLC | 2,551 | $419.8K | 0.07% | −123−4.6% | Reduced |
| Primoris Wealth Advisors, LLC | 2,567 | $422.5K | 0.30% | +232+9.9% | Added |
| JFS Wealth Advisors, LLC | 2,571 | $423.1K | 0.02% | −39−1.5% | Reduced |
| Thrive Wealth Management, LLC | 2,586 | $425.5K | 0.06% | +52+2.1% | Added |
| A4 Wealth Advisors LLC | 2,600 | $427.9K | 0.36% | −787−23.2% | Reduced |
| Ponta Wealth Partners, LLC | 2,601 | $428.0K | 0.34% | +206+8.6% | Added |
| Kaizen Financial Strategies | 2,288 | $428.6K | 0.18% | +17+0.7% | Added |
| Cove Private Wealth, LLC | 2,606 | $428.9K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,618 | $430.8K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,631 | $432.0K | 0.06% | +39+1.5% | Added |
| Rockingstone Advisors LLC | 2,630 | $432.8K | 0.20% | −25−0.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2,632 | $433.1K | 0.05% | +1,937+278.7% | Added |
| Equitable Trust Co | 2,636 | $433.8K | 0.02% | +144+5.8% | Added |
| American Trust | 2,642 | $434.8K | 0.04% | −128−4.6% | Reduced |
| Victory Financial Group, LLC | 2,642 | $434.8K | 0.05% | +177+7.2% | Added |
| Fragasso Group Inc. | 2,612 | $435.0K | 0.03% | +178+7.3% | Added |
| Aspen Wealth Strategies, LLC | 2,647 | $435.6K | 0.23% | −151−5.4% | Reduced |