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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,672 | $768.9K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,652 | $765.6K | 0.01% | −4,511−49.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,637 | $763.1K | 0.05% | −848−15.5% | Reduced |
| Lazari Capital Management, Inc. | 4,622 | $760.6K | 0.26% | −285−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,619 | $760.2K | 0.19% | +292+6.7% | Added |
| Diversified Enterprises, LLC | 4,615 | $759.5K | 0.04% | −244−5.0% | Reduced |
| Alta Advisers Ltd | 4,615 | $759.5K | 0.27% | 00.0% | Unchanged |
| Saiph Capital, LLC | 4,614 | $759.3K | 0.29% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,607 | $758.2K | 0.33% | +540+13.3% | Added |
| Powell Investment Advisors, LLC | 4,605 | $757.8K | 0.26% | +27+0.6% | Added |
| Arcataur Capital Management LLC | 4,594 | $756.0K | 0.21% | +60+1.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,585 | $754.6K | 0.24% | +19+0.4% | Added |
| Arsenal Capital Advisors LLC | 4,584 | $754.3K | 0.55% | −20.0% | Reduced |
| Ashford Capital Management Inc | 4,570 | $752.1K | 0.09% | +1,780+63.8% | Added |
| Trueblood Wealth Management, LLC | 4,562 | $750.8K | 0.29% | −3−0.1% | Reduced |
| Renaissance Investment Group LLC | 4,550 | $748.8K | 0.16% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4,550 | $748.8K | 0.08% | +225+5.2% | Added |
| First Bank & Trust | 4,546 | $748.1K | 0.12% | −705−13.4% | Reduced |
| Allen Capital Group, LLC | 4,546 | $748.1K | 0.07% | +60+1.3% | Added |
| Indivisible Partners | 4,534 | $746.1K | 0.07% | +172+3.9% | Added |
| Goldenstone Wealth Management LLC | 4,531 | $745.7K | 0.54% | +70+1.6% | Added |
| Providence First Trust Co | 4,531 | $745.7K | 0.26% | −997−18.0% | Reduced |
| CNB Bank | 4,529 | $745.3K | 0.31% | −77−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 4,525 | $744.0K | 0.03% | −62−1.4% | Reduced |
| Lavaca Capital LLC | 4,508 | $741.8K | 0.14% | +26+0.6% | Added |
| Continuum Advisory, LLC | 4,505 | $741.4K | 0.07% | −88−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 4,500 | $740.6K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,500 | $740.5K | 0.02% | −69,042−93.9% | Reduced |
| Hudock, Inc. | 4,495 | $739.8K | 0.11% | +116+2.6% | Added |
| Signet Private Wealth LLC | 4,488 | $738.6K | 0.71% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,484 | $737.9K | 0.28% | −511−10.2% | Reduced |
| Vanguard National Trust Co | 4,484 | $737.9K | 0.05% | +4,484 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,480 | $737.3K | 0.12% | +466+11.6% | Added |
| Optas, LLC | 4,479 | $737.1K | 0.11% | +103+2.4% | Added |
| Raab & Moskowitz Asset Management LLC | 4,464 | $734.6K | 0.16% | −2,952−39.8% | Reduced |
| SageView Advisory Group, LLC | 4,463 | $734.4K | 0.03% | +113+2.6% | Added |
| Directional Asset Management | 4,459 | $733.8K | 0.67% | +382+9.4% | Added |
| Willner & Heller, LLC | 4,455 | $733.2K | 0.55% | −25−0.6% | Reduced |
| Apriem Advisors | 4,441 | $730.8K | 0.07% | +100+2.3% | Added |
| Peoples Bank | 4,433 | $729.5K | 0.45% | −432−8.9% | Reduced |
| KKM Financial LLC | 4,094 | $726.8K | 0.13% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,408 | $725.4K | 0.03% | −601−12.0% | Reduced |
| Fortem Financial Group, LLC | 4,388 | $722.1K | 0.18% | −220−4.8% | Reduced |
| Amussen Hunsaker Associates LLC | 4,387 | $722.0K | 0.08% | +2,020+85.3% | Added |
| Jacobi Capital Management LLC | 4,377 | $720.2K | 0.04% | +718+19.6% | Added |
| Ninepoint Partners LP | 4,375 | $720.0K | 0.09% | +4,375 | New |
| First American Trust, FSB | 4,356 | $716.9K | 0.05% | +176+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,294 | $715.2K | 0.01% | −717−14.3% | Reduced |
| Howard Financial Services, Ltd. | 4,344 | $714.9K | 0.08% | +765+21.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $712.7K | 0.03% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 4,321 | $711.1K | 0.65% | −33−0.8% | Reduced |
| Tuttle Tactical Management | 4,317 | $710.4K | 1.17% | 00.0% | Unchanged |
| McLaughlin Asset Management, Inc. | 4,314 | $709.9K | 0.68% | +18+0.4% | Added |
| Bell Bank | 4,309 | $709.1K | 0.03% | −380−8.1% | Reduced |
| TRB Wealth Management, LLC | 4,309 | $709.1K | 0.10% | +4,309 | New |
| Nippon Life Global Investors Americas, Inc. | 4,280 | $704.4K | 0.03% | +200+4.9% | Added |
| DV Trading LLC | 4,276 | $703.7K | 0.06% | +3,776+755.2% | Added |
| Coastal Bridge Advisors, LLC | 4,270 | $702.7K | 0.05% | +163+4.0% | Added |
| First Financial Bank - Trust Division | 4,253 | $699.9K | 0.06% | −449−9.5% | Reduced |
| TFR Capital, LLC. | 4,247 | $698.9K | 0.21% | −18−0.4% | Reduced |
| Millennium Capital Advisors, LLC | 4,243 | $698.3K | 0.43% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,230 | $696.1K | 0.15% | +14+0.3% | Added |
| Red Door Wealth Management, LLC | 4,228 | $695.8K | 0.07% | −173−3.9% | Reduced |
| AA Financial Advisors, LLC | 4,226 | $695.5K | 0.10% | +188+4.7% | Added |
| Centric Wealth Management | 3,698 | $695.3K | 0.14% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 4,205 | $692.0K | 0.46% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 4,175 | $687.0K | 0.09% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,171 | $686.4K | 0.02% | +109+2.7% | Added |
| Park National Corp | 4,152 | $683.3K | 0.02% | +514+14.1% | Added |
| Valmark Advisers, Inc. | 4,150 | $683.0K | 0.01% | +335+8.8% | Added |
| Moors & Cabot, Inc. | 4,150 | $682.9K | 0.03% | −221−5.1% | Reduced |
| Claro Advisors LLC | 4,135 | $680.6K | 0.08% | +181+4.6% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $680.2K | 0.32% | 00.0% | Unchanged |
| Salzhauer Michael | 4,131 | $679.8K | 0.32% | 00.0% | Unchanged |
| Holderness Investments Co | 4,126 | $679.0K | 0.14% | +30+0.7% | Added |
| Anchyra Partners LLC | 4,109 | $676.2K | 0.21% | −86−2.1% | Reduced |
| Richwood Investment Advisors, LLC | 4,107 | $676.0K | 0.52% | +400+10.8% | Added |
| Myriad Asset Management US LP | 4,094 | $674.0K | 1.01% | −201−4.7% | Reduced |
| Strategy Asset Managers LLC | 4,090 | $673.1K | 0.11% | +4,090 | New |
| SeaCrest Wealth Management, LLC | 4,090 | $673.1K | 0.07% | −635−13.4% | Reduced |
| X-Square Capital, LLC | 4,080 | $671.0K | 0.23% | +15+0.4% | Added |
| Defiance ETFs, LLC | 4,075 | $670.6K | 0.01% | +4,075 | New |
| Baader Bank INC | 4,072 | $668.9K | 0.07% | −47−1.1% | Reduced |
| Shepherd Financial Partners LLC | 4,050 | $666.6K | 0.06% | −76−1.8% | Reduced |
| Waters Parkerson & Co., LLC | 4,050 | $666.5K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,034 | $663.9K | 0.37% | 00.0% | Unchanged |
| Alpha Family Trust | 4,025 | $662.4K | 0.32% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,023 | $662.0K | 0.41% | −236−5.5% | Reduced |
| Beta Wealth Group, Inc. | 4,020 | $661.6K | 0.27% | −499−11.0% | Reduced |
| Riverbend Wealth Management, LLC | 4,019 | $661.4K | 0.41% | −778−16.2% | Reduced |
| Birnam Oak Advisors, LP | 4,000 | $658.3K | 0.18% | +4,000 | New |
| Encore Global Management, LP | 4,000 | $658.3K | 0.46% | +4,000 | New |
| Boston Private Wealth LLC | 3,987 | $656.2K | 0.04% | −271−6.4% | Reduced |
| Bullock Wealth Management Group | 3,938 | $654.4K | 0.33% | −6−0.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,675 | $652.8K | 0.06% | +3,675 | New |
| Woodmont Investment Counsel LLC | 3,955 | $650.9K | 0.04% | −235−5.6% | Reduced |
| First Interstate Bank | 3,953 | $650.5K | 0.04% | −800−16.8% | Reduced |
| MJP Associates Inc | 3,938 | $648.1K | 0.08% | +487+14.1% | Added |
| Wrapmanager Inc | 3,930 | $646.8K | 0.22% | +18+0.5% | Added |
| Basecamp Wealth Advisors LLC | 3,928 | $646.4K | 0.13% | 00.0% | Unchanged |