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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 15,286 | $2.52M | 0.14% | +256+1.7% | Added |
| Jefferies Financial Group Inc. | 15,252 | $2.51M | 0.03% | −179,805−92.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,214 | $2.50M | 0.14% | −5,594−26.9% | Reduced |
| Arrow Financial Corp | 15,188 | $2.50M | 0.25% | −1,082−6.7% | Reduced |
| Aragon Global Management, LP | 15,150 | $2.49M | 1.74% | +15,150 | New |
| Brown Financial Advisors | 15,130 | $2.49M | 0.94% | −809−5.1% | Reduced |
| Fortis Capital Advisors, LLC | 15,124 | $2.49M | 0.33% | +893+6.3% | Added |
| Freedom Day Solutions, LLC | 15,067 | $2.48M | 0.67% | −1,202−7.4% | Reduced |
| Decatur Capital Management, Inc. | 15,003 | $2.47M | 1.13% | −234−1.5% | Reduced |
| SeaBridge Investment Advisors LLC | 14,997 | $2.47M | 0.42% | +14,997 | New |
| CFM Wealth Partners LLC | 14,963 | $2.46M | 0.37% | +78+0.5% | Added |
| Insigneo Advisory Services, LLC | 14,919 | $2.46M | 0.17% | +348+2.4% | Added |
| Hall Laurie J Trustee | 14,875 | $2.45M | 0.86% | −2,125−12.5% | Reduced |
| 1st Source Bank | 14,817 | $2.44M | 0.13% | +30.0% | Added |
| Advisors Capital Management, LLC | 14,798 | $2.44M | 0.03% | +2,848+23.8% | Added |
| Bridgewater Associates, LP | 14,762 | $2.43M | 0.01% | +1,479+11.1% | Added |
| Capital Investment Advisory Services, LLC | 14,677 | $2.42M | 0.18% | +75+0.5% | Added |
| Mystic Asset Management, Inc. | 14,674 | $2.41M | 0.56% | −208−1.4% | Reduced |
| NVWM, LLC | 14,650 | $2.41M | 0.54% | −14−0.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 14,631 | $2.41M | 1.54% | −765−5.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 14,613 | $2.40M | 0.18% | +1,157+8.6% | Added |
| Trust Investment Advisors | 14,575 | $2.40M | 1.40% | −475−3.2% | Reduced |
| Brighton Jones LLC | 14,517 | $2.39M | 0.05% | +14,517 | New |
| Matrix Trust Co | 14,510 | $2.39M | 0.40% | +48+0.3% | Added |
| Avestar Capital, LLC | 14,462 | $2.38M | 0.16% | +27+0.2% | Added |
| OmniStar Financial Group, Inc. | 14,380 | $2.37M | 1.23% | +14,380 | New |
| Northcape Wealth Management, LLC | 14,347 | $2.36M | 0.64% | 00.0% | Unchanged |
| Quent Capital, LLC | 14,341 | $2.36M | 0.17% | +286+2.0% | Added |
| Titan Investment Management LLC | 14,235 | $2.34M | 2.07% | +8,852+164.4% | Added |
| VestGen Advisors, LLC | 12,083 | $2.32M | 0.07% | +2,557+26.8% | Added |
| FORA Capital, LLC | 14,069 | $2.31M | 0.17% | +14,069 | New |
| Ci Investments Inc. | 14,059 | $2.31M | 0.01% | +3,416+32.1% | Added |
| Phoenix Holdings Ltd. | 13,543 | $2.31M | 0.02% | −7,739−36.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 13,997 | $2.30M | 1.37% | −1,325−8.6% | Reduced |
| Diligent Investors, LLC | 13,964 | $2.30M | 0.57% | −191−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 13,952 | $2.30M | 0.03% | −82−0.6% | Reduced |
| New England Research & Management, Inc. | 13,950 | $2.30M | 0.97% | −925−6.2% | Reduced |
| Harfst & Associates, Inc. | 13,926 | $2.29M | 0.41% | +1,013+7.8% | Added |
| Twin Capital Management Inc | 13,918 | $2.29M | 0.30% | −125−0.9% | Reduced |
| Norden Group LLC | 13,872 | $2.28M | 0.22% | −91−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 11,914 | $2.28M | 0.05% | +1,857+18.5% | Added |
| Wellington Shields Capital Management, LLC | 13,828 | $2.28M | 0.34% | +61+0.4% | Added |
| Larson Financial Group LLC | 13,823 | $2.27M | 0.07% | +2,228+19.2% | Added |
| Valeo Financial Advisors, LLC | 13,821 | $2.27M | 0.05% | −3,597−20.7% | Reduced |
| Umpqua Bank | 13,816 | $2.27M | 0.65% | −454−3.2% | Reduced |
| Trust Asset Management LLC | 13,779 | $2.27M | 0.16% | 00.0% | Unchanged |
| Golden State Equity Partners | 13,766 | $2.27M | 0.17% | +2,468+21.8% | Added |
| Independent Financial Group, LLC | 13,683 | $2.25M | 0.05% | +2,663+24.2% | Added |
| Aventura Private Wealth, LLC | 13,664 | $2.25M | 0.82% | +102+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,541 | $2.23M | 0.06% | −2,352−14.8% | Reduced |
| Systematic Financial Management LP | 13,500 | $2.22M | 0.05% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 13,481 | $2.22M | 0.25% | +12+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 13,456 | $2.21M | 0.17% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 13,441 | $2.21M | 0.12% | +2,388+21.6% | Added |
| Moss Adams Wealth Advisors LLC | 13,426 | $2.21M | 0.16% | +254+1.9% | Added |
| Silvercrest Asset Management Group LLC | 13,404 | $2.21M | 0.02% | +510+4.0% | Added |
| NBT Bank N A | 13,290 | $2.19M | 0.14% | −50−0.4% | Reduced |
| Mather Group, LLC. | 13,187 | $2.17M | 0.02% | −310−2.3% | Reduced |
| Great Diamond Partners, LLC | 13,099 | $2.16M | 0.41% | −134−1.0% | Reduced |
| Altman Advisors, Inc. | 13,048 | $2.15M | 0.89% | −3,360−20.5% | Reduced |
| Garner Asset Management Corp | 12,984 | $2.14M | 0.84% | +576+4.6% | Added |
| Forum Financial Management, LP | 12,963 | $2.13M | 0.03% | −17,526−57.5% | Reduced |
| Kathmere Capital Management, LLC | 12,963 | $2.13M | 0.13% | +4,383+51.1% | Added |
| Lansing Street Advisors | 12,901 | $2.12M | 0.54% | −10−0.1% | Reduced |
| Moody National Bank Trust Division | 12,894 | $2.12M | 0.20% | −8,287−39.1% | Reduced |
| Chesapeake Wealth Management | 12,831 | $2.11M | 0.65% | −817−6.0% | Reduced |
| WCG Wealth Advisors LLC | 12,798 | $2.11M | 0.06% | +130+1.0% | Added |
| Armis Advisers, LLC | 10,866 | $2.11M | 0.20% | −122−1.1% | Reduced |
| Greenwich Wealth Management LLC | 12,776 | $2.10M | 0.09% | −83−0.6% | Reduced |
| M Holdings Securities, Inc. | 11,414 | $2.10M | 0.14% | +11,414 | New |
| Convergence Investment Partners, LLC | 12,742 | $2.10M | 0.34% | +174+1.4% | Added |
| M&G Plc | 12,635 | $2.08M | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 12,662 | $2.08M | 0.75% | +102+0.8% | Added |
| Radnor Capital Management, LLC | 12,659 | $2.08M | 0.31% | −40−0.3% | Reduced |
| Adviser Investments LLC | 12,587 | $2.07M | 0.02% | +1,086+9.4% | Added |
| Gladstone Institutional Advisory LLC | 12,559 | $2.07M | 0.08% | +673+5.7% | Added |
| Kingswood Wealth Advisors, LLC | 12,548 | $2.07M | 0.10% | +1,128+9.9% | Added |
| Kesler, Norman & Wride, LLC | 12,455 | $2.05M | 0.35% | +414+3.4% | Added |
| VCI Wealth Management LLC | 12,359 | $2.03M | 0.56% | +12,359 | New |
| Principle Wealth Partners LLC | 12,332 | $2.03M | 0.12% | +495+4.2% | Added |
| Parsons Capital Management Inc | 12,330 | $2.03M | 0.09% | +419+3.5% | Added |
| Everhart Financial Group, Inc. | 12,313 | $2.03M | 0.17% | +2,419+24.4% | Added |
| E Fund Management Co., Ltd. | 12,290 | $2.02M | 0.06% | +12,290 | New |
| Vanguard Capital Wealth Advisors | 12,261 | $2.02M | 1.87% | −1,705−12.2% | Reduced |
| Chatham Capital Group, Inc. | 12,241 | $2.01M | 0.29% | −100−0.8% | Reduced |
| Park Edge Advisors, LLC | 12,163 | $2.00M | 0.46% | +8,332+217.5% | Added |
| Verdence Capital Advisors LLC | 12,094 | $1.99M | 0.12% | −10−0.1% | Reduced |
| TLWM | 12,082 | $1.99M | 0.36% | +741+6.5% | Added |
| NorthRock Partners, LLC | 11,969 | $1.97M | 0.03% | +2,265+23.3% | Added |
| Excalibur Management Corp | 11,906 | $1.96M | 0.70% | −285−2.3% | Reduced |
| Viewpoint Capital Management LLC | 11,894 | $1.96M | 0.91% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 11,891 | $1.96M | 0.08% | +89+0.8% | Added |
| PDT Partners, LLC | 11,800 | $1.94M | 0.11% | +11,800 | New |
| Allen Investment Management LLC | 11,697 | $1.92M | 0.02% | +138+1.2% | Added |
| Grimes & Company, Inc. | 11,634 | $1.91M | 0.05% | +8,759+304.7% | Added |
| Integrated Quantitative Investments LLC | 11,588 | $1.91M | 0.35% | +2,040+21.4% | Added |
| Center for Wealth Management Advisory | 11,539 | $1.90M | 1.37% | −1,478−11.4% | Reduced |
| Gryphon Financial Partners LLC | 11,478 | $1.89M | 0.20% | +271+2.4% | Added |
| Premier Path Wealth Partners, LLC | 11,438 | $1.88M | 0.25% | +577+5.3% | Added |
| Ar Asset Management Inc | 11,400 | $1.88M | 0.36% | 00.0% | Unchanged |