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 |
|---|---|---|---|---|---|
| Pennsylvania Capital Management Inc | 8,817 | $1.45M | 0.42% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $1.45M | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 8,686 | $1.43M | 0.10% | −401−4.4% | Reduced |
| Icon Wealth Advisors, LLC | 7,637 | $1.43M | 0.09% | +12+0.2% | Added |
| Carlson Capital L P | 8,682 | $1.43M | 0.56% | +8,682 | New |
| Triad Wealth Partners, LLC | 8,647 | $1.42M | 0.11% | +505+6.2% | Added |
| NCM Capital Management, LLC | 8,645 | $1.42M | 0.51% | −232−2.6% | Reduced |
| Dempze Nancy E | 8,583 | $1.41M | 0.78% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,574 | $1.41M | 0.15% | +624+7.8% | Added |
| First Horizon Corp | 8,550 | $1.41M | 0.06% | −75−0.9% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $1.41M | 1.49% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 8,501 | $1.40M | 0.05% | +88+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 8,467 | $1.39M | 0.09% | +176+2.1% | Added |
| Kingsview Wealth Management, LLC | 8,457 | $1.39M | 0.02% | +798+10.4% | Added |
| Spire Wealth Management | 8,456 | $1.39M | 0.05% | −330−3.8% | Reduced |
| Triangle Securities Wealth Management | 8,454 | $1.39M | 0.32% | −402−4.5% | Reduced |
| FourThought Financial Partners, LLC | 8,451 | $1.39M | 0.12% | −138−1.6% | Reduced |
| Busey Wealth Management | 8,414 | $1.38M | 0.04% | −751−8.2% | Reduced |
| bLong Financial, LLC | 8,359 | $1.38M | 1.04% | −100−1.2% | Reduced |
| Journey Strategic Wealth LLC | 8,354 | $1.37M | 0.03% | +99+1.2% | Added |
| Advisory Alpha, LLC | 8,298 | $1.37M | 0.04% | +766+10.2% | Added |
| Shulman DeMeo Asset Management LLC | 8,295 | $1.37M | 0.29% | +11+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 8,275 | $1.36M | 0.02% | −1,674−16.8% | Reduced |
| Flagship Harbor Advisors, LLC | 8,257 | $1.36M | 0.06% | +3,549+75.4% | Added |
| Sage Rhino Capital LLC | 8,255 | $1.36M | 0.25% | +43+0.5% | Added |
| West Branch Capital LLC | 8,196 | $1.35M | 0.36% | +1,914+30.5% | Added |
| E&G Advisors, LP | 8,194 | $1.35M | 0.30% | +23+0.3% | Added |
| Financial Management Professionals, Inc. | 8,193 | $1.35M | 0.15% | +94+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,179 | $1.35M | 0.38% | −3,221−28.3% | Reduced |
| Herold Advisors, Inc. | 8,168 | $1.34M | 0.30% | +10.0% | Added |
| Atom Investors LP | 8,150 | $1.34M | 0.10% | +8,150 | New |
| TRUE Private Wealth Advisors | 8,148 | $1.34M | 0.13% | −1,245−13.3% | Reduced |
| Fisher Funds Management LTD | 8,134 | $1.34M | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,121 | $1.34M | 0.03% | +130+1.6% | Added |
| CWA Asset Management Group, LLC | 8,109 | $1.33M | 0.05% | +5+0.1% | Added |
| RiverFront Investment Group, LLC | 8,054 | $1.33M | 0.02% | +2,370+41.7% | Added |
| Sather Financial Group Inc | 8,041 | $1.32M | 0.08% | +47+0.6% | Added |
| Westover Capital Advisors, LLC | 8,030 | $1.32M | 0.24% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 7,987 | $1.31M | 0.19% | −1,506−15.9% | Reduced |
| AXA S.A. | 7,976 | $1.31M | 0.51% | −795−9.1% | Reduced |
| Stevens Capital Management LP | 7,974 | $1.31M | 0.20% | +7,974 | New |
| Catalyst Financial Partners LLC | 7,966 | $1.31M | 0.15% | +528+7.1% | Added |
| Meiji Yasuda Life Insurance Co | 7,963 | $1.31M | 0.04% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 7,953 | $1.31M | 0.41% | +11+0.1% | Added |
| Ibex Wealth Advisors | 7,945 | $1.31M | 0.12% | −26,820−77.1% | Reduced |
| Rothschild Investment LLC | 7,933 | $1.31M | 0.07% | +35+0.4% | Added |
| Lawood & Co | 7,926 | $1.30M | 1.21% | +55+0.7% | Added |
| CX Institutional | 7,915 | $1.30M | 0.04% | −392−4.7% | Reduced |
| Tandem Capital Management Corp | 7,916 | $1.30M | 0.65% | 00.0% | Unchanged |
| Operose Advisors LLC | 7,905 | $1.30M | 0.30% | +298+3.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,901 | $1.30M | 0.04% | +2,601+49.1% | Added |
| Longfellow Investment Management Co LLC | 7,885 | $1.30M | 0.27% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 7,877 | $1.30M | 0.16% | +3,121+65.6% | Added |
| Bank of Stockton | 7,873 | $1.30M | 0.40% | −700−8.2% | Reduced |
| Stratos Wealth Advisors, LLC | 7,855 | $1.29M | 0.08% | +106+1.4% | Added |
| Venturi Wealth Management, LLC | 7,841 | $1.29M | 0.06% | +516+7.0% | Added |
| Corsair Capital Management, L.P. | 7,815 | $1.29M | 0.19% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 7,780 | $1.28M | 0.74% | −176−2.2% | Reduced |
| BluePath Capital Management, LLC | 7,758 | $1.28M | 0.88% | −858−10.0% | Reduced |
| Axecap Investments, LLC | 7,752 | $1.28M | 0.88% | −5,516−41.6% | Reduced |
| Breakwater Capital Group | 7,752 | $1.28M | 0.17% | −49−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,687 | $1.27M | 0.06% | +66+0.9% | Added |
| Angeles Wealth Management, LLC | 7,670 | $1.26M | 0.07% | +1,202+18.6% | Added |
| Orion Capital Management LLC | 7,660 | $1.26M | 0.44% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,656 | $1.26M | 0.60% | −169−2.2% | Reduced |
| Atlas Legacy Advisors, LLC | 7,647 | $1.26M | 0.23% | −8,747−53.4% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.26M | 0.21% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,630 | $1.26M | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,629 | $1.26M | 0.12% | +1,779+30.4% | Added |
| Cim Investment Mangement Inc | 7,628 | $1.26M | 0.33% | −35−0.5% | Reduced |
| Congress Asset Management Co | 7,584 | $1.25M | 0.01% | −2,237−22.8% | Reduced |
| HBK Sorce Advisory LLC | 6,448 | $1.25M | 0.03% | +299+4.9% | Added |
| Verity & Verity, LLC | 7,563 | $1.24M | 0.09% | −1,196−13.7% | Reduced |
| Private Trust Co NA | 7,548 | $1.24M | 0.11% | −266−3.4% | Reduced |
| Carmel Capital Partners, LLC | 7,542 | $1.24M | 0.45% | −24−0.3% | Reduced |
| Quantitative Investment Management, LLC | 7,534 | $1.24M | 0.13% | −3,771−33.4% | Reduced |
| Aprio Wealth Management, LLC | 7,506 | $1.24M | 0.07% | +536+7.7% | Added |
| Old National Bancorp | 7,490 | $1.23M | 0.02% | +14+0.2% | Added |
| Soltis Investment Advisors LLC | 7,484 | $1.23M | 0.08% | +733+10.9% | Added |
| Sepio Capital, LP | 7,483 | $1.23M | 0.07% | −73−1.0% | Reduced |
| Financial Engines Advisors L.L.C. | 7,474 | $1.23M | 0.00% | −6,568−46.8% | Reduced |
| Sentinus, LLC | 7,455 | $1.23M | 0.11% | +3,059+69.6% | Added |
| Grove Bank & Trust | 7,415 | $1.22M | 0.14% | +20.0% | Added |
| Summit Wealth Partners, LLC | 7,410 | $1.22M | 0.19% | +7,410 | New |
| Hills Bank & Trust Co | 7,402 | $1.22M | 0.06% | +527+7.7% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 7,387 | $1.22M | 0.55% | +1,285+21.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,369 | $1.21M | 0.11% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 7,325 | $1.21M | 0.78% | −20−0.3% | Reduced |
| Inscription Capital, LLC | 7,315 | $1.20M | 0.13% | +362+5.2% | Added |
| Asset Dedication, LLC | 7,301 | $1.20M | 0.08% | −76−1.0% | Reduced |
| Cidel Asset Management Inc | 7,289 | $1.20M | 0.07% | +1,008+16.0% | Added |
| Paladin Wealth, LLC | 7,287 | $1.20M | 0.82% | −394−5.1% | Reduced |
| Clarendon Private LLC | 7,262 | $1.20M | 0.92% | −772−9.6% | Reduced |
| Davidson Capital Management Inc. | 7,259 | $1.19M | 0.22% | +7,242+42,600.0% | Added |
| Bull Street Advisors, LLC | 7,185 | $1.18M | 0.59% | −50−0.7% | Reduced |
| One Capital Management, LLC | 7,139 | $1.17M | 0.03% | +287+4.2% | Added |
| Pacitti Group Inc. | 7,123 | $1.17M | 0.43% | +36+0.5% | Added |
| WESPAC Advisors SoCal, LLC | 7,092 | $1.17M | 0.25% | +4,557+179.8% | Added |
| Zions Bancorporation, National Association | 7,072 | $1.16M | 0.08% | −3,494−33.1% | Reduced |
| Zhang Financial LLC | 7,042 | $1.16M | 0.04% | +353+5.3% | Added |