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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 3,246 | $534.3K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,242 | $533.5K | 0.06% | −106−3.2% | Reduced |
| Bearing Point Capital, LLC | 3,239 | $533.0K | 0.08% | −2,178−40.2% | Reduced |
| Guerra Pan Advisors, LLC | 3,239 | $533.0K | 0.33% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,237 | $532.7K | 0.03% | −2,760−46.0% | Reduced |
| Calton & Associates, Inc. | 3,236 | $532.5K | 0.08% | −271−7.7% | Reduced |
| Everpar Advisors LLC | 3,215 | $529.1K | 0.18% | +118+3.8% | Added |
| Brucke Financial, Inc. | 3,208 | $527.9K | 0.27% | +1,064+49.6% | Added |
| Nichols & Pratt Advisers LLP | 3,195 | $525.8K | 0.03% | −1,000−23.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,188 | $524.7K | 0.03% | −13−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 3,185 | $524.2K | 0.01% | +87+2.8% | Added |
| Freestone Capital Holdings, LLC | 3,177 | $522.8K | 0.02% | −377−10.6% | Reduced |
| Essex Savings Bank | 3,172 | $522.0K | 0.12% | −55−1.7% | Reduced |
| Elyxium Wealth, LLC | 3,168 | $521.3K | 0.17% | +234+8.0% | Added |
| Summit Wealth Group, LLC | 3,166 | $521.0K | 0.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,164 | $520.7K | 0.14% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,159 | $519.9K | 0.22% | −44−1.4% | Reduced |
| First County Bank | 3,159 | $519.9K | 0.28% | +241+8.3% | Added |
| Naples Global Advisors, LLC | 3,157 | $519.5K | 0.04% | +9+0.3% | Added |
| Perennial Investment Advisors, LLC | 3,154 | $518.9K | 0.04% | −804−20.3% | Reduced |
| Levin Capital Strategies, L.P. | 3,151 | $518.6K | 0.04% | +3,151 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,145 | $517.6K | 0.17% | +355+12.7% | Added |
| Circle Wealth Management, LLC | 3,142 | $517.1K | 0.01% | −386−10.9% | Reduced |
| Chase Investment Counsel Corp | 3,120 | $513.0K | 0.13% | −1,414−31.2% | Reduced |
| Omnia Family Wealth, LLC | 3,117 | $513.0K | 0.16% | −675−17.8% | Reduced |
| Biltmore Family Office, LLC | 3,110 | $511.8K | 0.07% | +1,450+87.3% | Added |
| Guilbault Capital LLC | 3,110 | $511.8K | 0.56% | 00.0% | Unchanged |
| Plancorp, LLC | 2,877 | $511.1K | 0.01% | −4−0.1% | Reduced |
| Tanager Wealth Management LLP | 3,103 | $510.7K | 0.05% | +203+7.0% | Added |
| 49 Wealth Management, LLC | 3,090 | $508.4K | 0.04% | +1,304+73.0% | Added |
| Tributary Capital Management, LLC | 3,080 | $506.9K | 0.05% | −60−1.9% | Reduced |
| Legacy Edge Advisors, LLC | 3,064 | $504.2K | 0.05% | −226−6.9% | Reduced |
| McLean Asset Management Corp | 3,062 | $503.9K | 0.09% | +4+0.1% | Added |
| Accredited Investors Inc. | 3,057 | $503.1K | 0.03% | −242−7.3% | Reduced |
| One Wealth Advisors, LLC | 3,046 | $501.2K | 0.06% | +33+1.1% | Added |
| Terry L. Blaker | 3,040 | $500.3K | 0.02% | −3,622−54.4% | Reduced |
| Viawealth, LLC | 3,028 | $498.3K | 0.28% | −50−1.6% | Reduced |
| J.M. Arbour, LLC | 3,027 | $498.1K | 0.48% | −113−3.6% | Reduced |
| Founders Financial Alliance, LLC | 3,024 | $497.8K | 0.09% | +63+2.1% | Added |
| Southern Financial Group, LLC | 3,021 | $497.2K | 0.14% | −28−0.9% | Reduced |
| Code Waechter LLC | 3,021 | $497.2K | 0.30% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,021 | $497.2K | 0.17% | +1,328+78.4% | Added |
| Armistice Capital, LLC | 3,017 | $496.5K | 0.02% | +3,017 | New |
| Spirit of America Management Corp | 3,000 | $493.7K | 0.10% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 3,000 | $493.7K | 0.41% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 2,997 | $493.3K | 0.07% | +273+10.0% | Added |
| Kera Capital Partners, Inc. | 2,985 | $491.3K | 0.06% | +765+34.5% | Added |
| Altus Wealth Group LLC | 2,983 | $490.8K | 0.20% | −242−7.5% | Reduced |
| Optimize Financial Inc | 2,972 | $489.1K | 0.24% | −116−3.8% | Reduced |
| Bank of Nova Scotia Trust Co | 2,969 | $488.6K | 0.04% | +125+4.4% | Added |
| Blue Fin Capital, Inc. | 2,965 | $487.9K | 0.08% | 00.0% | Unchanged |
| JM2 Capital Inc. | 2,956 | $486.4K | 0.40% | +13+0.4% | Added |
| Wharton Business Group, LLC | 2,954 | $486.1K | 0.02% | −290−8.9% | Reduced |
| O'Rourke & Company, Inc | 2,949 | $485.3K | 0.19% | +5+0.2% | Added |
| Five Oceans Advisors | 2,945 | $484.7K | 0.18% | −10.0% | Reduced |
| Auxano Advisors, LLC | 2,939 | $483.7K | 0.10% | −188−6.0% | Reduced |
| Endeavor Private Wealth, Inc. | 2,933 | $482.8K | 0.14% | +472+19.2% | Added |
| Partners Wealth Management, LLC | 2,929 | $482.0K | 0.50% | −82−2.7% | Reduced |
| First Affirmative Financial Network | 2,926 | $481.5K | 0.19% | +2,926 | New |
| Oakworth Capital, Inc. | 2,923 | $481.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,922 | $480.9K | 0.23% | −11−0.4% | Reduced |
| Crawford Investment Counsel Inc | 2,921 | $480.7K | 0.01% | −117−3.9% | Reduced |
| Park Place Capital Corp | 2,919 | $480.4K | 0.10% | +1,205+70.3% | Added |
| Navis Wealth Advisors, LLC | 2,918 | $480.2K | 0.25% | −108−3.6% | Reduced |
| Fulcrum Capital LLC | 2,893 | $476.1K | 0.10% | −173−5.6% | Reduced |
| 55 North Private Wealth, LLC | 2,887 | $475.1K | 0.12% | +46+1.6% | Added |
| West Family Investments, Inc. | 2,886 | $474.9K | 0.17% | −2,752−48.8% | Reduced |
| Southeast Asset Advisors Inc. | 2,886 | $474.9K | 0.05% | +2,886 | New |
| Camden National Bank | 2,884 | $474.6K | 0.06% | +337+13.2% | Added |
| Werba Rubin Papier Wealth Management | 2,855 | $469.8K | 0.07% | +311+12.2% | Added |
| River Wealth Advisors LLC | 2,845 | $468.2K | 0.05% | +8+0.3% | Added |
| QTR Family Wealth, LLC | 2,552 | $467.9K | 0.19% | +73+2.9% | Added |
| Banque Transatlantique SA | 2,840 | $467.9K | 0.01% | +1,442+103.1% | Added |
| Capital Performance Advisors LLP | 2,840 | $467.4K | 0.03% | +189+7.1% | Added |
| CM Wealth Advisors LLC | 2,833 | $466.2K | 0.10% | +460+19.4% | Added |
| Jaffetilchin Investment Partners, LLC | 2,831 | $465.9K | 0.03% | +1,166+70.0% | Added |
| Private Advisory Group LLC | 2,831 | $465.9K | 0.03% | +705+33.2% | Added |
| SLT Holdings LLC | 2,826 | $465.1K | 0.33% | +50+1.8% | Added |
| Golden State Wealth Management, LLC | 2,821 | $464.4K | 0.05% | −124−4.2% | Reduced |
| Foster Group, Inc. | 2,812 | $462.8K | 0.01% | +353+14.4% | Added |
| LBMC Investment Advisors, LLC | 2,807 | $461.9K | 0.03% | +43+1.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,804 | $461.5K | 0.05% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,793 | $459.7K | 0.15% | −118−4.1% | Reduced |
| Fairscale Capital, LLC | 2,791 | $459.3K | 0.32% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,790 | $459.2K | 0.08% | +62+2.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,785 | $458.3K | 0.22% | +100+3.7% | Added |
| City State Bank | 2,782 | $457.8K | 0.12% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,774 | $456.5K | 0.11% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2,765 | $455.0K | 0.03% | +244+9.7% | Added |
| WealthShield Partners, LLC | 2,762 | $454.6K | 0.05% | −6−0.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,762 | $454.5K | 0.29% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,750 | $452.6K | 0.23% | −79−2.8% | Reduced |
| Wellington-Altus USA Inc. | 2,154 | $450.3K | 0.27% | +316+17.2% | Added |
| Voya Financial Advisors, Inc. | 2,842 | $450.1K | 0.04% | +33+1.2% | Added |
| Charter Capital Management, LLC | 2,735 | $450.1K | 0.23% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,725 | $448.5K | 0.06% | +51+1.9% | Added |
| PFG Advisors | 2,720 | $447.6K | 0.02% | −304−10.1% | Reduced |
| Broadleaf Partners, LLC | 2,719 | $447.5K | 0.10% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,719 | $447.4K | 0.29% | −303−10.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 2,718 | $447.3K | 0.26% | +2,718 | New |