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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 5,715 | $940.5K | 0.28% | −149−2.5% | Reduced |
| Barlow Wealth Partners, Inc. | 4,964 | $937.3K | 0.10% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,690 | $936.4K | 0.06% | +456+8.7% | Added |
| Net Worth Advisory Group | 5,686 | $935.8K | 0.19% | −475−7.7% | Reduced |
| Curbstone Financial Management Corp | 5,676 | $934.1K | 0.18% | −100−1.7% | Reduced |
| Fortress Private Ledger, LLC | 5,673 | $933.6K | 0.29% | +785+16.1% | Added |
| Rogco, LP | 5,668 | $932.8K | 0.31% | −10−0.2% | Reduced |
| Welch & Forbes LLC | 5,657 | $931.0K | 0.01% | −99−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 5,625 | $925.7K | 0.05% | +429+8.3% | Added |
| GeoWealth Management, LLC | 5,621 | $925.1K | 0.03% | +958+20.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,615 | $924.1K | 0.24% | −40−0.7% | Reduced |
| Clear Wave Wealth Management LLC | 5,597 | $921.1K | 0.23% | +5,597 | New |
| Sippican Capital Advisors | 5,593 | $920.4K | 0.63% | 00.0% | Unchanged |
| Clifford Group, LLC | 5,592 | $920.2K | 0.71% | +300+5.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,587 | $919.5K | 0.06% | −41−0.7% | Reduced |
| Ocean Capital Management, LLC | 5,582 | $918.7K | 0.19% | +25+0.4% | Added |
| Sax Wealth Advisors, LLC | 5,147 | $913.7K | 0.04% | −292−5.4% | Reduced |
| Palacios Wealth Management, LLC | 4,794 | $913.7K | 0.57% | −291−5.7% | Reduced |
| Oslo Pensjonsforsikring AS | 5,531 | $910.2K | 0.14% | +5,531 | New |
| Capital Markets Trading UK LLP | 5,524 | $909.0K | 0.82% | +5,524 | New |
| Adirondack Trust Co | 5,519 | $908.2K | 0.31% | −326−5.6% | Reduced |
| BKD Wealth Advisors, LLC | 5,506 | $906.2K | 0.02% | +388+7.6% | Added |
| Pictet & Cie (Europe) SA | 5,497 | $904.6K | 0.02% | −1,248−18.5% | Reduced |
| Heritage Wealth Advisors | 5,481 | $901.9K | 0.04% | +41+0.8% | Added |
| Northern Financial Advisors Inc | 5,471 | $900.4K | 0.66% | +3,062+127.1% | Added |
| Catalyst Investment Management LLC | 4,754 | $897.6K | 0.99% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,446 | $896.3K | 0.05% | +1,038+23.5% | Added |
| Mechanics Bank Trust Department | 5,446 | $896.2K | 0.12% | −45−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 5,433 | $894.2K | 0.11% | +72+1.3% | Added |
| Davis R M Inc | 5,425 | $892.8K | 0.02% | −898−14.2% | Reduced |
| Headlands Technologies LLC | 5,401 | $888.8K | 0.10% | −9,955−64.8% | Reduced |
| Focused Alpha, LLC | 5,387 | $886.6K | 0.27% | +131+2.5% | Added |
| Bain Capital Public Equity, LP | 5,383 | $885.9K | 4.93% | +5,383 | New |
| United Community Bank | 5,376 | $884.7K | 0.29% | +245+4.8% | Added |
| MBL Wealth, LLC | 5,372 | $884.0K | 0.07% | +125+2.4% | Added |
| SGL Investment Advisors, Inc. | 4,617 | $882.3K | 0.33% | −91−1.9% | Reduced |
| Apella Capital, LLC | 4,664 | $880.6K | 0.01% | +807+20.9% | Added |
| Quotient Wealth Partners, LLC | 5,348 | $880.1K | 0.02% | +139+2.7% | Added |
| Keel Point, LLC | 5,341 | $879.0K | 0.06% | −1,748−24.7% | Reduced |
| Canopy Partners, LLC | 5,340 | $878.8K | 0.30% | −108−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 5,322 | $875.8K | 0.32% | −796−13.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,306 | $873.3K | 0.02% | −44−0.8% | Reduced |
| AdvisorNet Financial, Inc | 5,287 | $870.1K | 0.05% | +6+0.1% | Added |
| Tradition Wealth Management, LLC | 5,284 | $869.6K | 0.06% | +308+6.2% | Added |
| Red Lighthouse Investment Management, LLC | 5,283 | $869.4K | 0.29% | +5,283 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,280 | $868.8K | 0.09% | +860+19.5% | Added |
| Quilter Plc | 5,270 | $867.3K | 0.02% | +311+6.3% | Added |
| TriaGen Wealth Management LLC | 5,268 | $867.0K | 0.24% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,238 | $862.0K | 0.09% | +695+15.3% | Added |
| Fiduciary Family Office, LLC | 5,232 | $861.0K | 0.25% | +2,470+89.4% | Added |
| Beacon Financial Group | 5,222 | $859.4K | 0.09% | −189−3.5% | Reduced |
| Krane Financial Solutions LLC | 5,190 | $854.1K | 0.58% | +5,190 | New |
| Vivaldi Capital Management, LLC | 5,166 | $850.2K | 0.12% | +39+0.8% | Added |
| Oakmont Investment Advisors, Inc. | 5,149 | $847.4K | 0.78% | −100−1.9% | Reduced |
| Cambria Investment Management, L.P. | 5,142 | $846.2K | 0.05% | +3,121+154.4% | Added |
| a16z Perennial Management, L.P. | 5,130 | $844.2K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,126 | $843.6K | 0.19% | −57−1.1% | Reduced |
| Strategic Financial Services, Inc, | 5,125 | $843.4K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 5,109 | $840.8K | 0.05% | +3,012+143.6% | Added |
| Two Sigma Securities, LLC | 5,098 | $839.0K | 0.10% | +5,098 | New |
| Pinnacle Bancorp, Inc. | 5,095 | $838.5K | 0.25% | +100+2.0% | Added |
| Facet Wealth, Inc. | 5,072 | $834.7K | 0.01% | +2,592+104.5% | Added |
| First Dallas Securities Inc. | 5,062 | $833.1K | 0.31% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,061 | $832.9K | 0.18% | −44−0.9% | Reduced |
| Marble Wealth, LLC | 5,053 | $831.6K | 0.15% | −2,028−28.6% | Reduced |
| Palisade Capital Management LLC | 5,021 | $826.3K | 0.03% | +2,880+134.5% | Added |
| Pure Financial Advisors, Inc. | 5,010 | $824.5K | 0.01% | +363+7.8% | Added |
| Beck Mack & Oliver LLC | 5,000 | $822.9K | 0.02% | −1,125−18.4% | Reduced |
| Wealth Effects LLC | 5,000 | $822.9K | 0.29% | −75−1.5% | Reduced |
| De Lisle Partners LLP | 5,000 | $822.9K | 0.10% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 4,982 | $819.0K | 0.25% | +70+1.4% | Added |
| SFMG, LLC | 4,973 | $818.5K | 0.06% | +227+4.8% | Added |
| Register Financial Advisors LLC | 4,933 | $811.8K | 0.30% | −43−0.9% | Reduced |
| Chapin Davis, Inc. | 4,929 | $811.1K | 0.18% | −43−0.9% | Reduced |
| Goelzer Investment Management, Inc. | 4,917 | $809.2K | 0.04% | −8−0.2% | Reduced |
| Wealth Science Advisors LLC | 4,545 | $806.9K | 0.45% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,873 | $806.6K | 0.04% | −483−9.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,900 | $806.4K | 0.14% | +44+0.9% | Added |
| Coign Capital Advisors LLC | 4,866 | $800.8K | 0.42% | +60+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $800.5K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,863 | $800.4K | 0.06% | +302+6.6% | Added |
| Cambient Family Office, LLC | 4,858 | $799.5K | 0.11% | +707+17.0% | Added |
| Argentarii, LLC | 4,853 | $798.7K | 0.28% | +1,196+32.7% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $796.8K | 0.63% | 00.0% | Unchanged |
| Evexia Wealth LLC | 4,392 | $795.5K | 0.22% | +127+3.0% | Added |
| Robertson Stephens Wealth Management, LLC | 4,820 | $793.2K | 0.02% | −12−0.2% | Reduced |
| Summit Global Investments | 4,792 | $789.0K | 0.05% | −929−16.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,782 | $787.0K | 0.64% | +4+0.1% | Added |
| Insight 2811, Inc. | 4,782 | $787.0K | 0.34% | +164+3.6% | Added |
| Alta Wealth Advisors LLC | 4,779 | $786.5K | 0.26% | +198+4.3% | Added |
| Anchor Investment Management, LLC | 4,777 | $786.1K | 0.07% | −37−0.8% | Reduced |
| Gsa Capital Partners LLP | 4,770 | $785.0K | 0.05% | −4,858−50.5% | Reduced |
| North Star Investment Management Corp. | 4,747 | $781.2K | 0.05% | −35−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,745 | $780.9K | 0.06% | −299−5.9% | Reduced |
| Orca Investment Management, LLC | 4,720 | $776.8K | 0.66% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,694 | $772.5K | 0.29% | −90−1.9% | Reduced |
| Roundview Capital LLC | 4,681 | $770.4K | 0.05% | +198+4.4% | Added |
| Smithfield Trust Co | 4,668 | $770.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,674 | $769.2K | 0.25% | +330+7.6% | Added |
| Washburn Capital Management, Inc. | 4,674 | $769.2K | 0.45% | +50+1.1% | Added |