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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 11,392 | $1.87M | 0.12% | −1,087−8.7% | Reduced |
| North Dallas Bank & Trust Co | 11,342 | $1.87M | 1.26% | −186−1.6% | Reduced |
| Courier Capital LLC | 11,319 | $1.86M | 0.10% | −567−4.8% | Reduced |
| Advisors Preferred, LLC | 11,300 | $1.86M | 0.28% | 00.0% | Unchanged |
| Westpac Banking Corp | 11,263 | $1.85M | 0.13% | −1,597−12.4% | Reduced |
| BankPlus Trust Department | 11,213 | $1.85M | 0.49% | +7,687+218.0% | Added |
| Frec Markets, Inc. | 11,194 | $1.84M | 0.31% | +4,181+59.6% | Added |
| Sagewood Asset Management LP | 11,184 | $1.84M | 0.58% | +419+3.9% | Added |
| Moment Partners, LLC | 11,160 | $1.84M | 0.33% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 11,149 | $1.83M | 0.26% | −150−1.3% | Reduced |
| Independence Bank of Kentucky | 11,120 | $1.83M | 0.23% | −186−1.6% | Reduced |
| Gibbs Wealth Management | 11,088 | $1.82M | 0.24% | +5,646+103.7% | Added |
| PEAK6 LLC | 11,081 | $1.82M | 0.05% | −29,376−72.6% | Reduced |
| Cape Ann Savings Bank | 11,010 | $1.81M | 0.91% | −150−1.3% | Reduced |
| Caption Management, LLC | 11,000 | $1.81M | 0.09% | +11,000 | New |
| Nations Financial Group Inc, | 10,997 | $1.81M | 0.09% | +276+2.6% | Added |
| Delta Asset Management LLC | 10,987 | $1.81M | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,959 | $1.80M | 0.05% | +1,382+14.4% | Added |
| International Assets Investment Management, LLC | 259,923 | $1.80M | 0.12% | +259,923 | New |
| Cigna Investments Inc | 10,912 | $1.80M | 0.28% | −279−2.5% | Reduced |
| Community Bank, N.A. | 10,894 | $1.79M | 0.21% | −332−3.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 10,888 | $1.79M | 0.66% | +838+8.3% | Added |
| Profund Advisors LLC | 10,839 | $1.78M | 0.07% | −2,579−19.2% | Reduced |
| Washington Trust Co | 10,799 | $1.78M | 0.06% | −191−1.7% | Reduced |
| 71 West Capital Partners | 10,781 | $1.77M | 0.08% | +1,394+14.9% | Added |
| Moneta Group Investment Advisors LLC | 10,734 | $1.77M | 0.01% | +65+0.6% | Added |
| Zullo Investment Group, Inc. | 10,710 | $1.76M | 0.67% | +146+1.4% | Added |
| Parcion Private Wealth LLC | 10,676 | $1.76M | 0.11% | +63+0.6% | Added |
| Vann Equity Management LLC | 10,512 | $1.73M | 1.23% | +10,512 | New |
| Hancock Whitney Corp | 9,286 | $1.73M | 0.03% | −103−1.1% | Reduced |
| Portside Wealth Group, LLC | 10,453 | $1.72M | 0.23% | +243+2.4% | Added |
| Symphony Financial, Ltd. Co. | 10,658 | $1.72M | 0.23% | +4,750+80.4% | Added |
| AlphaCore Capital LLC | 10,445 | $1.72M | 0.04% | −1,352−11.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,416 | $1.71M | 0.66% | −162−1.5% | Reduced |
| Chemung Canal Trust Co | 10,415 | $1.71M | 0.35% | −909−8.0% | Reduced |
| Engineers Gate Manager LP | 10,398 | $1.71M | 0.02% | −4,627−30.8% | Reduced |
| Morse Asset Management, Inc | 10,336 | $1.70M | 0.35% | +53+0.5% | Added |
| Gateway Wealth Partners, LLC | 10,307 | $1.70M | 0.07% | +10,307 | New |
| Foster & Motley Inc | 10,275 | $1.69M | 0.09% | −316−3.0% | Reduced |
| First Citizens Financial Corp | 10,256 | $1.69M | 0.80% | +124+1.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,196 | $1.68M | 0.25% | +209+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 10,157 | $1.67M | 0.20% | +109+1.1% | Added |
| Mosley Wealth Management | 10,462 | $1.66M | 0.75% | −175−1.6% | Reduced |
| W Advisors, LLC | 10,085 | $1.66M | 0.85% | +682+7.3% | Added |
| Sapient Capital LLC | 10,076 | $1.66M | 0.03% | +400+4.1% | Added |
| Gallagher Capital Advisors, LLC | 10,063 | $1.66M | 1.17% | −35−0.3% | Reduced |
| Verition Fund Management LLC | 10,020 | $1.65M | 0.02% | −137,673−93.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,978 | $1.64M | 0.09% | +5,132+105.9% | Added |
| Modern Wealth Management, LLC | 9,882 | $1.64M | 0.03% | +6,812+221.9% | Added |
| Lee Financial Co | 9,941 | $1.64M | 0.23% | −231−2.3% | Reduced |
| Clough Capital Partners L P | 9,928 | $1.63M | 0.16% | 00.0% | Unchanged |
| Leonteq Securities AG | 9,919 | $1.63M | 0.10% | −66,839−87.1% | Reduced |
| Central Pacific Bank - Trust Division | 9,895 | $1.63M | 0.21% | +1,393+16.4% | Added |
| Galaxy Digital Capital Management GP LLC | 9,879 | $1.63M | 2.09% | +101+1.0% | Added |
| Bridgewater Advisors Inc. | 8,367 | $1.62M | 0.10% | +2,035+32.1% | Added |
| Magnus Financial Group LLC | 9,840 | $1.62M | 0.13% | −1,734−15.0% | Reduced |
| Affinity Investment Advisors, LLC | 9,706 | $1.60M | 1.00% | +12+0.1% | Added |
| GTS Securities LLC | 9,672 | $1.59M | 0.06% | −7,366−43.2% | Reduced |
| Berkeley Capital Partners, LLC | 9,646 | $1.59M | 0.37% | +5,531+134.4% | Added |
| TownSquare Capital, LLC | 9,545 | $1.57M | 0.35% | +250+2.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 9,527 | $1.57M | 0.21% | +1,521+19.0% | Added |
| HM Payson & Co | 9,503 | $1.56M | 0.02% | +1,413+17.5% | Added |
| Buckley Wealth Management, LLC | 9,495 | $1.56M | 0.40% | +817+9.4% | Added |
| Evelyn Partners Investment Management LLP | 9,420 | $1.55M | 0.04% | −45−0.5% | Reduced |
| Fort Point Capital Partners LLC | 9,378 | $1.54M | 0.20% | +1,273+15.7% | Added |
| Sig Brokerage, LP | 9,338 | $1.54M | 0.43% | +7,118+320.6% | Added |
| Wiregrass Investment Management LLC | 9,308 | $1.53M | 1.27% | +375+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 9,298 | $1.53M | 0.00% | −994−9.7% | Reduced |
| Avalon Trust Co | 9,296 | $1.53M | 0.11% | +1,225+15.2% | Added |
| Abacus Wealth Partners, LLC | 9,289 | $1.53M | 0.14% | −1,254−11.9% | Reduced |
| Dakota Wealth Management | 9,286 | $1.53M | 0.03% | −37,692−80.2% | Reduced |
| Western Wealth Management, LLC | 9,263 | $1.52M | 0.06% | +1,279+16.0% | Added |
| KLCM Advisors, Inc. | 9,257 | $1.52M | 0.13% | +150+1.6% | Added |
| Strait & Sound Wealth Management LLC | 9,237 | $1.52M | 0.58% | +96+1.1% | Added |
| Modera Wealth Management, LLC | 9,235 | $1.52M | 0.02% | +1,214+15.1% | Added |
| Buckingham Strategic Partners | 9,218 | $1.52M | 0.02% | +2,662+40.6% | Added |
| Relyea Zuckerberg Hanson LLC | 9,212 | $1.52M | 0.15% | +911+11.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,197 | $1.51M | 0.04% | −258−2.7% | Reduced |
| Hartford Funds Management Co LLC | 9,154 | $1.51M | 0.13% | −1,327−12.7% | Reduced |
| IHT Wealth Management, LLC | 9,111 | $1.50M | 0.03% | +236+2.7% | Added |
| Interchange Capital Partners, LLC | 12,651 | $1.50M | 0.48% | −2,015−13.7% | Reduced |
| Bamco Inc | 9,100 | $1.50M | 0.00% | +2,500+37.9% | Added |
| Retirement Planning Co of New England, Inc. | 9,057 | $1.49M | 0.61% | −49−0.5% | Reduced |
| Hilltop Holdings Inc. | 9,031 | $1.49M | 0.14% | −45,873−83.6% | Reduced |
| Numerai GP LLC | 9,026 | $1.49M | 0.15% | +9,026 | New |
| LGT Group Foundation | 9,002 | $1.48M | 0.02% | +155+1.8% | Added |
| Resonant Capital Advisors, LLC | 9,002 | $1.48M | 0.08% | +923+11.4% | Added |
| Bryn Mawr Trust Co | 8,980 | $1.48M | 0.04% | +166+1.9% | Added |
| Chung Wu Investment Group, LLC | 8,975 | $1.48M | 1.27% | −730−7.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,957 | $1.47M | 0.14% | +7,742+637.2% | Added |
| Daymark Wealth Partners, LLC | 8,947 | $1.47M | 0.05% | +1,769+24.6% | Added |
| Regal Investment Advisors LLC | 8,941 | $1.47M | 0.08% | +224+2.6% | Added |
| SBI Securities Co., Ltd. | 8,895 | $1.46M | 0.04% | −1,599−15.2% | Reduced |
| Heartland Bank & Trust Co | 8,892 | $1.46M | 0.33% | +1,404+18.8% | Added |
| CFS Investment Advisory Services, LLC | 7,742 | $1.46M | 0.10% | +103+1.3% | Added |
| Northstar Advisory Group, LLC | 8,869 | $1.46M | 0.56% | −15,435−63.5% | Reduced |
| Legacy Bridge, LLC | 8,837 | $1.45M | 0.55% | −30−0.3% | Reduced |
| Mach-1 Financial Group, Inc. | 8,833 | $1.45M | 0.51% | −8,660−49.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,818 | $1.45M | 0.07% | −1,125−11.3% | Reduced |
| Advyzon Investment Management, LLC | 8,817 | $1.45M | 0.13% | +1,745+24.7% | Added |