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 |
|---|---|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 2,649 | $436.0K | 0.04% | −93−3.4% | Reduced |
| Legacy Advisors, LLC | 2,655 | $436.9K | 0.05% | −91−3.3% | Reduced |
| Impact Capital Partners LLC | 2,661 | $437.9K | 0.13% | −1,080−28.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,662 | $438.1K | 0.11% | −48−1.8% | Reduced |
| 111 Capital | 2,672 | $439.7K | 0.11% | −7,151−72.8% | Reduced |
| Winthrop Advisory Group LLC | 2,672 | $439.8K | 0.04% | −5−0.2% | Reduced |
| Hall Capital Management Co Inc | 2,326 | $443.3K | 0.16% | +1,000+75.4% | Added |
| Legacy Solutions, LLC | 2,706 | $445.3K | 0.41% | −257−8.7% | Reduced |
| Cornerstone Advisory, LLC | 2,707 | $445.4K | 0.04% | +157+6.2% | Added |
| Root Financial Partners, LLC | 2,708 | $445.7K | 0.02% | −349−11.4% | Reduced |
| Fell Capital Management | 2,710 | $446.0K | 0.43% | −300−10.0% | Reduced |
| Johnson Financial Group, Inc. | 2,718 | $447.3K | 0.02% | −653−19.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,718 | $447.3K | 0.26% | +2,718 | New |
| Leigh Baldwin & Co., LLC | 2,719 | $447.4K | 0.29% | −303−10.0% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $447.5K | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 2,720 | $447.6K | 0.02% | −304−10.1% | Reduced |
| Naviter Wealth, LLC | 2,725 | $448.5K | 0.06% | +51+1.9% | Added |
| Charter Capital Management, LLC | 2,735 | $450.1K | 0.23% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,842 | $450.1K | 0.04% | +33+1.2% | Added |
| Wellington-Altus USA Inc. | 2,154 | $450.3K | 0.27% | +316+17.2% | Added |
| Enterprise Financial Services Corp | 2,750 | $452.6K | 0.23% | −79−2.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,762 | $454.5K | 0.29% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,762 | $454.6K | 0.05% | −6−0.2% | Reduced |
| Cardinal Point Capital Management, ULC | 2,765 | $455.0K | 0.03% | +244+9.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $456.5K | 0.11% | 00.0% | Unchanged |
| City State Bank | 2,782 | $457.8K | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,785 | $458.3K | 0.22% | +100+3.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,790 | $459.2K | 0.08% | +62+2.3% | Added |
| Fairscale Capital, LLC | 2,791 | $459.3K | 0.32% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,793 | $459.7K | 0.15% | −118−4.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $461.5K | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,807 | $461.9K | 0.03% | +43+1.6% | Added |
| Foster Group, Inc. | 2,812 | $462.8K | 0.01% | +353+14.4% | Added |
| Golden State Wealth Management, LLC | 2,821 | $464.4K | 0.05% | −124−4.2% | Reduced |
| SLT Holdings LLC | 2,826 | $465.1K | 0.33% | +50+1.8% | Added |
| Private Advisory Group LLC | 2,831 | $465.9K | 0.03% | +705+33.2% | Added |
| Jaffetilchin Investment Partners, LLC | 2,831 | $465.9K | 0.03% | +1,166+70.0% | Added |
| CM Wealth Advisors LLC | 2,833 | $466.2K | 0.10% | +460+19.4% | Added |
| Capital Performance Advisors LLP | 2,840 | $467.4K | 0.03% | +189+7.1% | Added |
| Banque Transatlantique SA | 2,840 | $467.9K | 0.01% | +1,442+103.1% | Added |
| QTR Family Wealth, LLC | 2,552 | $467.9K | 0.19% | +73+2.9% | Added |
| River Wealth Advisors LLC | 2,845 | $468.2K | 0.05% | +8+0.3% | Added |
| Werba Rubin Papier Wealth Management | 2,855 | $469.8K | 0.07% | +311+12.2% | Added |
| Camden National Bank | 2,884 | $474.6K | 0.06% | +337+13.2% | Added |
| Southeast Asset Advisors Inc. | 2,886 | $474.9K | 0.05% | +2,886 | New |
| West Family Investments, Inc. | 2,886 | $474.9K | 0.17% | −2,752−48.8% | Reduced |
| 55 North Private Wealth, LLC | 2,887 | $475.1K | 0.12% | +46+1.6% | Added |
| Fulcrum Capital LLC | 2,893 | $476.1K | 0.10% | −173−5.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,918 | $480.2K | 0.25% | −108−3.6% | Reduced |
| Park Place Capital Corp | 2,919 | $480.4K | 0.10% | +1,205+70.3% | Added |
| Crawford Investment Counsel Inc | 2,921 | $480.7K | 0.01% | −117−3.9% | Reduced |
| American State Bank (Iowa) | 2,922 | $480.9K | 0.23% | −11−0.4% | Reduced |
| Oakworth Capital, Inc. | 2,923 | $481.0K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,926 | $481.5K | 0.19% | +2,926 | New |
| Partners Wealth Management, LLC | 2,929 | $482.0K | 0.50% | −82−2.7% | Reduced |
| Endeavor Private Wealth, Inc. | 2,933 | $482.8K | 0.14% | +472+19.2% | Added |
| Auxano Advisors, LLC | 2,939 | $483.7K | 0.10% | −188−6.0% | Reduced |
| Five Oceans Advisors | 2,945 | $484.7K | 0.18% | −10.0% | Reduced |
| O'Rourke & Company, Inc | 2,949 | $485.3K | 0.19% | +5+0.2% | Added |
| Wharton Business Group, LLC | 2,954 | $486.1K | 0.02% | −290−8.9% | Reduced |
| JM2 Capital Inc. | 2,956 | $486.4K | 0.40% | +13+0.4% | Added |
| Blue Fin Capital, Inc. | 2,965 | $487.9K | 0.08% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,969 | $488.6K | 0.04% | +125+4.4% | Added |
| Optimize Financial Inc | 2,972 | $489.1K | 0.24% | −116−3.8% | Reduced |
| Altus Wealth Group LLC | 2,983 | $490.8K | 0.20% | −242−7.5% | Reduced |
| Kera Capital Partners, Inc. | 2,985 | $491.3K | 0.06% | +765+34.5% | Added |
| TSG Advice Partners, LLC | 2,997 | $493.3K | 0.07% | +273+10.0% | Added |
| Spirit of America Management Corp | 3,000 | $493.7K | 0.10% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 3,000 | $493.7K | 0.41% | 00.0% | Unchanged |
| Armistice Capital, LLC | 3,017 | $496.5K | 0.02% | +3,017 | New |
| Code Waechter LLC | 3,021 | $497.2K | 0.30% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,021 | $497.2K | 0.17% | +1,328+78.4% | Added |
| Southern Financial Group, LLC | 3,021 | $497.2K | 0.14% | −28−0.9% | Reduced |
| Founders Financial Alliance, LLC | 3,024 | $497.8K | 0.09% | +63+2.1% | Added |
| J.M. Arbour, LLC | 3,027 | $498.1K | 0.48% | −113−3.6% | Reduced |
| Viawealth, LLC | 3,028 | $498.3K | 0.28% | −50−1.6% | Reduced |
| Terry L. Blaker | 3,040 | $500.3K | 0.02% | −3,622−54.4% | Reduced |
| One Wealth Advisors, LLC | 3,046 | $501.2K | 0.06% | +33+1.1% | Added |
| Accredited Investors Inc. | 3,057 | $503.1K | 0.03% | −242−7.3% | Reduced |
| McLean Asset Management Corp | 3,062 | $503.9K | 0.09% | +4+0.1% | Added |
| Legacy Edge Advisors, LLC | 3,064 | $504.2K | 0.05% | −226−6.9% | Reduced |
| Tributary Capital Management, LLC | 3,080 | $506.9K | 0.05% | −60−1.9% | Reduced |
| 49 Wealth Management, LLC | 3,090 | $508.4K | 0.04% | +1,304+73.0% | Added |
| Tanager Wealth Management LLP | 3,103 | $510.7K | 0.05% | +203+7.0% | Added |
| Plancorp, LLC | 2,877 | $511.1K | 0.01% | −4−0.1% | Reduced |
| Guilbault Capital LLC | 3,110 | $511.8K | 0.56% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,110 | $511.8K | 0.07% | +1,450+87.3% | Added |
| Omnia Family Wealth, LLC | 3,117 | $513.0K | 0.16% | −675−17.8% | Reduced |
| Chase Investment Counsel Corp | 3,120 | $513.0K | 0.13% | −1,414−31.2% | Reduced |
| Circle Wealth Management, LLC | 3,142 | $517.1K | 0.01% | −386−10.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,145 | $517.6K | 0.17% | +355+12.7% | Added |
| Levin Capital Strategies, L.P. | 3,151 | $518.6K | 0.04% | +3,151 | New |
| Perennial Investment Advisors, LLC | 3,154 | $518.9K | 0.04% | −804−20.3% | Reduced |
| Naples Global Advisors, LLC | 3,157 | $519.5K | 0.04% | +9+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,159 | $519.9K | 0.22% | −44−1.4% | Reduced |
| First County Bank | 3,159 | $519.9K | 0.28% | +241+8.3% | Added |
| Argent Advisors, Inc. | 3,164 | $520.7K | 0.14% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,166 | $521.0K | 0.12% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,168 | $521.3K | 0.17% | +234+8.0% | Added |
| Essex Savings Bank | 3,172 | $522.0K | 0.12% | −55−1.7% | Reduced |