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 |
|---|---|---|---|---|---|
| Evansbrook LLC | 7,016 | $1.15M | 0.77% | 00.0% | Unchanged |
| FCG Investment Co | 6,949 | $1.14M | 0.50% | +6,949 | New |
| Personal Cfo Solutions, LLC | 6,941 | $1.14M | 0.16% | +790+12.8% | Added |
| Delphi Management Inc | 6,937 | $1.14M | 1.37% | −2,043−22.8% | Reduced |
| Bank of Jackson Hole Trust | 6,928 | $1.14M | 0.55% | −116−1.6% | Reduced |
| Harrell Investment Partners, LLC | 6,923 | $1.14M | 0.27% | +5,473+377.4% | Added |
| Investors Research Corp | 6,903 | $1.14M | 0.22% | −1,105−13.8% | Reduced |
| MCF Advisors LLC | 6,894 | $1.13M | 0.05% | +1,954+39.6% | Added |
| Johnson Investment Counsel Inc | 6,876 | $1.13M | 0.01% | +66+1.0% | Added |
| Signal Advisors Wealth, LLC | 6,870 | $1.13M | 0.08% | +549+8.7% | Added |
| Pitcairn Wealth Advisors LLC | 6,362 | $1.13M | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,855 | $1.13M | 0.31% | 00.0% | Unchanged |
| Independent Investors Inc | 6,783 | $1.12M | 0.22% | −200−2.9% | Reduced |
| Klingman & Associates, LLC | 6,779 | $1.12M | 0.05% | +216+3.3% | Added |
| Visionary Wealth Advisors | 6,766 | $1.11M | 0.05% | −598−8.1% | Reduced |
| Northwest & Ethical Investments L.P. | 6,681 | $1.11M | 0.03% | −1,825−21.5% | Reduced |
| Autumn Glory Partners, LLC | 6,756 | $1.11M | 0.41% | +975+16.9% | Added |
| Harbour Investments, Inc. | 6,742 | $1.11M | 0.02% | +2,215+48.9% | Added |
| Canton Hathaway, LLC | 6,725 | $1.11M | 0.22% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6,711 | $1.10M | 0.03% | +1,819+37.2% | Added |
| Meridian Investment Counsel Inc. | 6,710 | $1.10M | 0.26% | −25−0.4% | Reduced |
| Churchill Financial Advisors, LLC | 6,705 | $1.10M | 0.23% | +1,400+26.4% | Added |
| Accurate Wealth Management, LLC | 6,203 | $1.10M | 0.13% | +2,202+55.0% | Added |
| Versant Capital Management, Inc | 6,683 | $1.10M | 0.11% | +1,579+30.9% | Added |
| Beverly Hills Private Wealth, LLC | 6,682 | $1.10M | 0.18% | −1,615−19.5% | Reduced |
| Axq Capital, LP | 6,677 | $1.10M | 0.14% | −2,065−23.6% | Reduced |
| Trust Point Inc. | 6,675 | $1.10M | 0.10% | −1,025−13.3% | Reduced |
| RFG Advisory, LLC | 6,672 | $1.10M | 0.02% | −142−2.1% | Reduced |
| Mindset Wealth Management, LLC | 6,669 | $1.10M | 0.29% | −31−0.5% | Reduced |
| Empire Financial Management Company, LLC | 6,658 | $1.10M | 0.25% | −52−0.8% | Reduced |
| PDS Planning, Inc | 6,632 | $1.09M | 0.07% | −29−0.4% | Reduced |
| Cooper Financial Group | 6,612 | $1.09M | 0.11% | +404+6.5% | Added |
| Harbor Advisors LLC | 6,608 | $1.09M | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,595 | $1.09M | 0.05% | −375−5.4% | Reduced |
| BSW Wealth Partners | 6,594 | $1.09M | 0.13% | +529+8.7% | Added |
| Atlantic Union Bankshares Corp | 6,594 | $1.09M | 0.02% | +350+5.6% | Added |
| Evernest Financial Advisors, LLC | 5,695 | $1.08M | 0.22% | −11−0.2% | Reduced |
| Sunbelt Securities, Inc. | 6,566 | $1.08M | 0.07% | +590+9.9% | Added |
| Destination Wealth Management | 6,564 | $1.08M | 0.03% | −196−2.9% | Reduced |
| Essex Financial Services, Inc. | 6,562 | $1.08M | 0.06% | +81+1.2% | Added |
| Genesee Capital Advisors, LLC | 6,557 | $1.08M | 0.45% | −285−4.2% | Reduced |
| RMR Wealth Builders | 6,538 | $1.08M | 0.08% | +36+0.6% | Added |
| Whalen Wealth Management Inc. | 6,537 | $1.08M | 0.58% | +2,573+64.9% | Added |
| Childress Capital Advisors, LLC | 6,531 | $1.07M | 0.19% | +150+2.4% | Added |
| Ausdal Financial Partners, Inc. | 6,528 | $1.07M | 0.05% | +100+1.6% | Added |
| LS Investment Advisors, LLC | 6,515 | $1.07M | 0.16% | −7,245−52.7% | Reduced |
| Tiaa Trust, National Association | 6,501 | $1.07M | 0.07% | −165,129−96.2% | Reduced |
| Robotti Robert | 6,500 | $1.07M | 0.17% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.07M | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 6,445 | $1.06M | 0.10% | +388+6.4% | Added |
| Grandview Asset Management LLC | 6,417 | $1.06M | 0.31% | +582+10.0% | Added |
| Empower Advisory Group, LLC | 6,410 | $1.05M | 0.00% | −816−11.3% | Reduced |
| Goldstone Financial Group, LLC | 6,406 | $1.05M | 0.11% | −2,062−24.4% | Reduced |
| Jmac Enterprises LLC | 6,400 | $1.05M | 0.20% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,396 | $1.05M | 0.05% | −49−0.8% | Reduced |
| LMR Partners LLP | 6,315 | $1.04M | 0.01% | +6,315 | New |
| PCM Encore, LLC | 6,278 | $1.03M | 0.21% | +268+4.5% | Added |
| Cornerstone Wealth Group, LLC | 5,443 | $1.03M | 0.07% | +205+3.9% | Added |
| Lebenthal Global Advisors, LLC | 6,254 | $1.03M | 0.15% | +2,340+59.8% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $1.03M | 0.41% | 00.0% | Unchanged |
| Everest Financial Group LLC | 6,231 | $1.03M | 0.17% | +165+2.7% | Added |
| Alliance Private Wealth, LLC | 6,224 | $1.02M | 0.37% | −50−0.8% | Reduced |
| Rehmann Capital Advisory Group | 6,219 | $1.02M | 0.05% | +55+0.9% | Added |
| Guardian Partners Inc. | 6,209 | $1.02M | 0.09% | 00.0% | Unchanged |
| Somerville Kurt F | 6,200 | $1.02M | 0.27% | −175−2.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.02M | 0.46% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,188 | $1.02M | 0.43% | −488−7.3% | Reduced |
| Prosperity Consulting Group, LLC | 6,171 | $1.02M | 0.05% | +1,643+36.3% | Added |
| Vigil Wealth Management, LLC | 6,170 | $1.02M | 0.82% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,136 | $1.01M | 0.02% | +342+5.9% | Added |
| SlateStone Wealth, LLC | 6,125 | $1.01M | 0.08% | −73−1.2% | Reduced |
| HighPoint Advisor Group LLC | 6,075 | $999.7K | 0.04% | −38,787−86.5% | Reduced |
| Atticus Wealth Management, LLC | 6,034 | $993.0K | 0.27% | −34−0.6% | Reduced |
| Themes Management Co LLC | 6,024 | $991.4K | 0.61% | +628+11.6% | Added |
| Berkshire Bank | 6,017 | $990.2K | 0.20% | −179−2.9% | Reduced |
| Ally Financial Inc. | 6,000 | $987.4K | 0.12% | +6,000 | New |
| First Foundation Advisors | 5,992 | $986.1K | 0.04% | +101+1.7% | Added |
| Berger Financial Group, Inc | 5,981 | $984.3K | 0.06% | +136+2.3% | Added |
| Oddo BHF Asset Management SAS | 5,966 | $981.8K | 0.04% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,934 | $976.6K | 0.17% | −3,135−34.6% | Reduced |
| Charles Schwab Trust Co | 5,906 | $972.0K | 0.06% | −1,709−22.4% | Reduced |
| Intrua Financial, LLC | 5,903 | $971.6K | 0.10% | +23+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 5,880 | $967.7K | 0.02% | −17−0.3% | Reduced |
| Ellevest, Inc. | 5,871 | $966.2K | 0.13% | +229+4.1% | Added |
| Shufro Rose & Co LLC | 5,866 | $965.4K | 0.07% | +477+8.9% | Added |
| Transamerica Financial Advisors, Inc. | 5,857 | $964.0K | 0.08% | −201−3.3% | Reduced |
| YANKCOM Partnership | 5,845 | $961.9K | 0.40% | −247−4.1% | Reduced |
| Machina Capital S.A.S. | 5,841 | $961.3K | 0.19% | −9,967−63.1% | Reduced |
| Leelyn Smith, LLC | 5,840 | $961.2K | 0.13% | +1,536+35.7% | Added |
| DGS Capital Management, LLC | 5,838 | $960.7K | 0.16% | +296+5.3% | Added |
| Advisor OS, LLC | 5,820 | $957.8K | 0.07% | +947+19.4% | Added |
| Lee Danner & Bass Inc | 5,814 | $956.8K | 0.06% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,798 | $954.2K | 0.13% | +720+14.2% | Added |
| Legacy Financial Advisors, Inc. | 5,790 | $952.8K | 0.13% | +449+8.4% | Added |
| Sound View Wealth Advisors Group, LLC | 5,787 | $952.4K | 0.06% | −180−3.0% | Reduced |
| DRW Securities, LLC | 5,761 | $948.1K | 0.05% | −8,959−60.9% | Reduced |
| Strategic Blueprint, LLC | 5,744 | $945.3K | 0.05% | −317−5.2% | Reduced |
| Souders Financial Advisors | 5,732 | $943.2K | 0.11% | −209−3.5% | Reduced |
| Eads & Heald Wealth Management | 5,723 | $941.8K | 0.47% | −460−7.4% | Reduced |
| Johnson & White Wealth Management, LLC | 5,720 | $941.3K | 0.40% | +336+6.2% | Added |