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
- 2,513
- +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
- 940 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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 3,916 | $644.5K | 0.13% | +204+5.5% | Added |
| Segment Wealth Management, LLC | 3,903 | $642.3K | 0.04% | +92+2.4% | Added |
| Cohen & Steers, Inc. | 3,900 | $642.0K | 0.00% | +500+14.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,888 | $639.8K | 0.02% | +82+2.2% | Added |
| Kennebec Savings Bank | 3,887 | $639.7K | 0.57% | −28−0.7% | Reduced |
| WSFS Capital Management, LLC | 3,884 | $639.2K | 0.03% | +613+18.7% | Added |
| Gibraltar Capital Management, Inc. | 3,884 | $639.2K | 0.11% | −992−20.3% | Reduced |
| May Hill Capital, LLC | 3,880 | $638.6K | 0.16% | +453+13.2% | Added |
| Catherine Avery Investment Management LLC | 3,880 | $638.5K | 0.29% | −309−7.4% | Reduced |
| New Wave Wealth Advisors LLC | 3,865 | $636.1K | 0.22% | +1,318+51.7% | Added |
| Retirement Planning Group | 3,864 | $635.9K | 0.02% | −257−6.2% | Reduced |
| New Hampshire Trust | 3,859 | $635.1K | 0.13% | −157−3.9% | Reduced |
| Crews Bank & Trust | 3,856 | $634.6K | 0.09% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,854 | $634.3K | 0.01% | +2,049+113.5% | Added |
| Frisch Financial Group, Inc. | 3,836 | $631.3K | 0.13% | +86+2.3% | Added |
| Signature Estate & Investment Advisors LLC | 3,829 | $630.1K | 0.01% | −227−5.6% | Reduced |
| Pallas Capital Advisors LLC | 3,829 | $630.1K | 0.02% | +354+10.2% | Added |
| SmartHarvest Portfolios, LLC | 3,826 | $629.7K | 0.26% | −1,076−22.0% | Reduced |
| St Germain D J Co Inc | 3,824 | $629.3K | 0.02% | −7−0.2% | Reduced |
| Congress Park Capital LLC | 3,813 | $627.4K | 0.19% | +203+5.6% | Added |
| Broyhill Asset Management | 3,805 | $626.2K | 0.61% | −60−1.6% | Reduced |
| Cetera Trust Company, N.A | 3,804 | $626.0K | 0.35% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,801 | $625.5K | 0.31% | −270−6.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,796 | $624.7K | 0.03% | +589+18.4% | Added |
| Silvia McColl Wealth Management, LLC | 3,777 | $621.6K | 0.41% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,776 | $621.4K | 0.03% | −936−19.9% | Reduced |
| Marino, Stram & Associates LLC | 3,766 | $619.7K | 0.11% | +89+2.4% | Added |
| Capital International Sarl | 3,757 | $618.3K | 0.01% | −3,486−48.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,756 | $618.1K | 0.10% | +1,456+63.3% | Added |
| Northbridge Financial Group, LLC | 3,407 | $617.2K | 0.27% | +187+5.8% | Added |
| Hobbs Group Advisors, LLC | 3,739 | $615.4K | 0.18% | +610+19.5% | Added |
| Inspirion Wealth Advisors, LLC | 3,738 | $615.2K | 0.08% | 00.0% | Unchanged |
| United Bank | 3,736 | $614.8K | 0.08% | −764−17.0% | Reduced |
| Opinicus Capital, Inc. | 3,723 | $612.7K | 0.43% | +73+2.0% | Added |
| Fideuram Asset Management (Ireland) dac | 3,355 | $611.8K | 0.08% | −23,215−87.4% | Reduced |
| Cypress Wealth Services, LLC | 3,710 | $610.5K | 0.09% | −14−0.4% | Reduced |
| Integrity Advisory Solutions, LLC | 3,708 | $610.4K | 0.08% | +3,708 | New |
| Webster Bank, N. A. | 3,696 | $608.3K | 0.06% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 3,688 | $606.9K | 0.17% | +638+20.9% | Added |
| Topsail Wealth Management, LLC | 3,685 | $606.4K | 0.09% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,672 | $604.2K | 0.01% | +62+1.7% | Added |
| Waldron Private Wealth LLC | 3,661 | $602.5K | 0.02% | +51+1.4% | Added |
| Oasis Advisors, LLC | 3,654 | $601.6K | 0.12% | +3,654 | New |
| Blue Water Asset Management | 3,642 | $599.4K | 0.21% | +19+0.5% | Added |
| LeClair Wealth Partners LLC | 3,642 | $599.4K | 0.21% | +3,642 | New |
| Jackson Creek Investment Advisors LLC | 3,628 | $597.0K | 0.18% | −21−0.6% | Reduced |
| Ostrum Asset Management | 3,626 | $596.7K | 0.03% | −625−14.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,623 | $596.2K | 0.01% | +12+0.3% | Added |
| Payne Capital Management, LLC | 3,610 | $594.1K | 0.18% | −126−3.4% | Reduced |
| Waterloo Capital, L.P. | 3,610 | $594.1K | 0.04% | −2,486−40.8% | Reduced |
| Tritonpoint Wealth, LLC | 3,603 | $592.9K | 0.06% | +112+3.2% | Added |
| Copley Financial Group, Inc. | 3,593 | $591.3K | 0.36% | −259−6.7% | Reduced |
| Income Insurance Ltd | 3,589 | $590.6K | 0.40% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,578 | $588.8K | 0.11% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 3,572 | $588.0K | 0.27% | +3,572 | New |
| Contravisory Investment Management, Inc. | 3,568 | $587.2K | 0.12% | −74−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 3,567 | $587.0K | 0.12% | −82−2.2% | Reduced |
| Ledyard National Bank | 3,563 | $586.4K | 0.05% | −1,086−23.4% | Reduced |
| Missouri Trust & Investment Co | 3,559 | $585.7K | 0.17% | −41−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,555 | $585.1K | 0.03% | +730+25.8% | Added |
| AlphaGrep UK Ltd | 3,555 | $585.0K | 0.17% | +185+5.5% | Added |
| Abel Hall, LLC | 3,537 | $582.0K | 0.12% | −2,149−37.8% | Reduced |
| Perfromance Wealth Partners, LLC | 3,535 | $581.8K | 0.02% | +93+2.7% | Added |
| Wright Investors Service Inc | 3,514 | $578.3K | 0.18% | +14+0.4% | Added |
| Means Investment Co., Inc. | 3,503 | $576.4K | 0.05% | +1,654+89.5% | Added |
| Parkside Investments, LLC | 3,500 | $576.0K | 0.07% | −1,500−30.0% | Reduced |
| Aspiriant, LLC | 3,499 | $575.9K | 0.02% | −50−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,492 | $575.0K | 0.18% | +251+7.7% | Added |
| Farmers National Bank | 3,488 | $574.0K | 0.13% | −38−1.1% | Reduced |
| Keystone Financial Group | 3,471 | $571.3K | 0.04% | +1,764+103.3% | Added |
| IVC Wealth Advisors LLC | 3,470 | $571.1K | 0.25% | −42−1.2% | Reduced |
| Bank of Hawaii | 3,453 | $568.3K | 0.03% | +19+0.6% | Added |
| Teza Capital Management LLC | 3,442 | $566.5K | 2.07% | +231+7.2% | Added |
| Allegheny Financial Group LTD | 3,433 | $565.1K | 0.08% | +2+0.1% | Added |
| Davidson Investment Advisors | 3,427 | $564.0K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $562.8K | 0.38% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,418 | $562.5K | 0.12% | +90+2.7% | Added |
| Kingsman Wealth Management, Inc. | 3,415 | $562.0K | 0.32% | −1,743−33.8% | Reduced |
| Hexagon Capital Partners LLC | 3,399 | $559.4K | 0.08% | +3,399 | New |
| Tiemann Investment Advisors, LLC | 3,394 | $558.6K | 0.22% | +500+17.3% | Added |
| China Universal Asset Management Co., Ltd. | 3,381 | $556.4K | 0.04% | +3,381 | New |
| Sierra Capital LLC | 3,380 | $556.0K | 0.06% | +3,380 | New |
| Fosun International Ltd | 3,377 | $555.8K | 0.14% | +3,377 | New |
| Waddell & Associates, LLC | 3,366 | $554.0K | 0.03% | +135+4.2% | Added |
| Ethos Financial Group, LLC | 3,258 | $553.9K | 0.04% | +58+1.8% | Added |
| Cache Advisors, LLC | 3,362 | $553.3K | 0.06% | 00.0% | Unchanged |
| American National Bank | 3,361 | $553.1K | 0.05% | −35−1.0% | Reduced |
| Quantum Financial Advisors, LLC | 3,356 | $552.4K | 0.06% | +10+0.3% | Added |
| Balboa Wealth Partners | 3,355 | $552.1K | 0.09% | +174+5.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,355 | $552.1K | 0.13% | +533+18.9% | Added |
| Castleview Partners, LLC | 3,353 | $551.8K | 0.28% | +246+7.9% | Added |
| Onefund, LLC | 3,320 | $551.5K | 0.36% | −223−6.3% | Reduced |
| Ak Global Asset Management, LLC | 3,350 | $551.0K | 0.52% | +150+4.7% | Added |
| Proathlete Wealth Management LLC | 3,333 | $548.7K | 0.15% | +13+0.4% | Added |
| Spectrum Strategic Capital Management, LLC | 3,326 | $547.4K | 0.29% | +97+3.0% | Added |
| Oxford Wealth Group, LLC | 3,300 | $543.1K | 0.30% | −203−5.8% | Reduced |
| Weaver Capital Management LLC | 3,298 | $542.8K | 0.12% | +23+0.7% | Added |
| Wealth Preservation Advisors, LLC | 3,290 | $541.4K | 0.45% | −44−1.3% | Reduced |
| Nwam LLC | 3,288 | $541.0K | 0.03% | −173−5.0% | Reduced |
| Key Financial Inc | 3,269 | $538.0K | 0.10% | +229+7.5% | Added |