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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 2,718 | $447.3K | 0.02% | −653−19.4% | Reduced |
| Fell Capital Management | 2,710 | $446.0K | 0.43% | −300−10.0% | Reduced |
| Root Financial Partners, LLC | 2,708 | $445.7K | 0.02% | −349−11.4% | Reduced |
| Cornerstone Advisory, LLC | 2,707 | $445.4K | 0.04% | +157+6.2% | Added |
| Legacy Solutions, LLC | 2,706 | $445.3K | 0.41% | −257−8.7% | Reduced |
| Hall Capital Management Co Inc | 2,326 | $443.3K | 0.16% | +1,000+75.4% | Added |
| Winthrop Advisory Group LLC | 2,672 | $439.8K | 0.04% | −5−0.2% | Reduced |
| 111 Capital | 2,672 | $439.7K | 0.11% | −7,151−72.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,662 | $438.1K | 0.11% | −48−1.8% | Reduced |
| Impact Capital Partners LLC | 2,661 | $437.9K | 0.13% | −1,080−28.9% | Reduced |
| Legacy Advisors, LLC | 2,655 | $436.9K | 0.05% | −91−3.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,649 | $436.0K | 0.04% | −93−3.4% | Reduced |
| Aspen Wealth Strategies, LLC | 2,647 | $435.6K | 0.23% | −151−5.4% | Reduced |
| Fragasso Group Inc. | 2,612 | $435.0K | 0.03% | +178+7.3% | Added |
| American Trust | 2,642 | $434.8K | 0.04% | −128−4.6% | Reduced |
| Victory Financial Group, LLC | 2,642 | $434.8K | 0.05% | +177+7.2% | Added |
| Equitable Trust Co | 2,636 | $433.8K | 0.02% | +144+5.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 2,632 | $433.1K | 0.05% | +1,937+278.7% | Added |
| Rockingstone Advisors LLC | 2,630 | $432.8K | 0.20% | −25−0.9% | Reduced |
| Valley National Advisers Inc | 2,631 | $432.0K | 0.06% | +39+1.5% | Added |
| Amplius Wealth Advisors, LLC | 2,618 | $430.8K | 0.04% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2,606 | $428.9K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,288 | $428.6K | 0.18% | +17+0.7% | Added |
| Ponta Wealth Partners, LLC | 2,601 | $428.0K | 0.34% | +206+8.6% | Added |
| A4 Wealth Advisors LLC | 2,600 | $427.9K | 0.36% | −787−23.2% | Reduced |
| Thrive Wealth Management, LLC | 2,586 | $425.5K | 0.06% | +52+2.1% | Added |
| JFS Wealth Advisors, LLC | 2,571 | $423.1K | 0.02% | −39−1.5% | Reduced |
| Primoris Wealth Advisors, LLC | 2,567 | $422.5K | 0.30% | +232+9.9% | Added |
| Burling Wealth Partners, LLC | 2,551 | $419.8K | 0.07% | −123−4.6% | Reduced |
| Integrated Investment Consultants, LLC | 2,548 | $419.3K | 0.09% | −10−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,547 | $419.1K | 0.05% | −237−8.5% | Reduced |
| Bouchey Financial Group Ltd | 2,351 | $418.9K | 0.03% | +39+1.7% | Added |
| N.E.W. Advisory Services LLC | 2,545 | $418.8K | 0.03% | +6+0.2% | Added |
| Michael B. Yongue | 2,543 | $418.5K | 0.31% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,542 | $418.3K | 0.10% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,535 | $417.2K | 0.16% | −48−1.9% | Reduced |
| Miller Capital Partners, Inc. | 2,534 | $417.0K | 0.20% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 2,530 | $416.4K | 0.09% | +541+27.2% | Added |
| Flynn Zito Capital Management, LLC | 2,526 | $415.8K | 0.13% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,525 | $415.6K | 0.03% | +2,525 | New |
| Integrity Financial Corp | 2,525 | $415.5K | 0.21% | +2,525 | New |
| Grant Private Wealth Management Inc | 2,523 | $415.2K | 0.22% | +835+49.5% | Added |
| Claris Financial LLC | 2,522 | $415.1K | 0.23% | +9+0.4% | Added |
| Gilbert & Cook, Inc. | 2,521 | $414.9K | 0.05% | +2,521 | New |
| Ellsworth Advisors, LLC | 2,520 | $414.8K | 0.08% | +29+1.2% | Added |
| Glen Eagle Advisors, LLC | 2,510 | $413.1K | 0.06% | +462+22.6% | Added |
| Motco | 2,509 | $412.9K | 0.04% | −20−0.8% | Reduced |
| Flaharty Asset Management, LLC | 2,508 | $412.7K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,507 | $412.6K | 0.18% | +402+19.1% | Added |
| BankPlus Wealth Management LLC | 2,504 | $412.2K | 0.21% | +2,504 | New |
| Florida Financial Advisors, LLC | 2,504 | $412.1K | 0.10% | +336+15.5% | Added |
| Merrion Investment Management Co, LLC | 2,500 | $411.4K | 0.22% | +500+25.0% | Added |
| EJMK Ventures LLC | 2,499 | $411.3K | 0.23% | +195+8.5% | Added |
| Marex Group plc | 2,488 | $409.5K | 0.00% | +2,488 | New |
| Leo Wealth, LLC | 2,478 | $407.9K | 0.03% | +180+7.8% | Added |
| Doheny Asset Management | 2,473 | $407.0K | 0.27% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,470 | $406.5K | 0.01% | −601−19.6% | Reduced |
| Manhattan West Asset Management, LLC | 2,469 | $406.3K | 0.08% | +414+20.1% | Added |
| Horizon Wealth Management, LLC | 2,464 | $405.6K | 0.06% | +2+0.1% | Added |
| Univest Financial Corp | 2,454 | $403.8K | 0.02% | −33−1.3% | Reduced |
| New Covenant Trust Company, N.A. | 2,449 | $403.0K | 0.36% | +293+13.6% | Added |
| OneAscent Financial Services LLC | 2,448 | $402.8K | 0.02% | +688+39.1% | Added |
| Fiduciary Group LLC | 2,446 | $402.5K | 0.03% | −99−3.9% | Reduced |
| Marest Capital, LLC | 2,437 | $401.1K | 0.23% | +2,437 | New |
| Associated Banc-Corp | 2,434 | $400.6K | 0.01% | −13−0.5% | Reduced |
| Steinberganna Wealth Management | 2,427 | $399.4K | 0.19% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,427 | $399.4K | 0.04% | +354+17.1% | Added |
| Guardian Wealth Advisors, LLC | 2,419 | $398.1K | 0.03% | −74−3.0% | Reduced |
| Bragg Financial Advisors, Inc | 2,417 | $397.8K | 0.01% | +65+2.8% | Added |
| Greenspring Advisors, LLC | 2,411 | $396.7K | 0.02% | +91+3.9% | Added |
| Paragon Private Wealth Management, LLC | 2,408 | $396.2K | 0.12% | +367+18.0% | Added |
| Financial Security Advisor, Inc. | 2,400 | $394.9K | 0.07% | +13+0.5% | Added |
| Wall Street Financial Group, Inc. | 2,394 | $394.0K | 0.23% | +53+2.3% | Added |
| Twinbeech Capital LP | 2,389 | $393.2K | 0.04% | −81,869−97.2% | Reduced |
| Tripletail Wealth Management, LLC | 2,357 | $390.8K | 0.53% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,373 | $390.5K | 0.13% | +10.0% | Added |
| Firestone Capital Management | 2,373 | $390.4K | 0.08% | −31−1.3% | Reduced |
| CPA Asset Management LLC | 2,371 | $390.2K | 0.13% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,368 | $389.7K | 0.02% | −209−8.1% | Reduced |
| Ariadne Wealth Management, LP | 2,360 | $388.4K | 0.17% | −233−9.0% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,362 | $387.2K | 0.02% | −497−17.4% | Reduced |
| Darden Wealth Group Inc | 2,350 | $386.7K | 0.20% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,340 | $385.1K | 0.11% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 1,848 | $384.4K | 0.04% | +1,848 | New |
| Hurlow Wealth Management Group, Inc. | 2,329 | $383.3K | 0.09% | +6+0.3% | Added |
| COFG Advisors, LLC | 2,324 | $382.5K | 0.09% | +131+6.0% | Added |
| Alteri Wealth LLC | 2,323 | $382.2K | 0.12% | +14+0.6% | Added |
| Welch Group, LLC | 2,321 | $382.0K | 0.01% | −50−2.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,316 | $381.1K | 0.07% | +298+14.8% | Added |
| Elevated Capital Advisors, LLC | 2,313 | $380.6K | 0.10% | +2,125+1,130.3% | Added |
| McAdam, LLC | 2,309 | $380.0K | 0.02% | +187+8.8% | Added |
| Coordinated Financial Services, Inc. | 2,305 | $379.3K | 0.22% | +856+59.1% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $378.5K | 0.16% | 0 | Unchanged |
| Lewis Asset Management, LLC | 2,299 | $378.4K | 0.15% | +91+4.1% | Added |
| Strategic Financial Concepts, LLC | 2,298 | $378.2K | 0.09% | +2,298 | New |
| Global Strategic Investment Solutions, LLC | 2,295 | $377.7K | 0.04% | +15+0.7% | Added |
| Harold Davidson & Associates Inc. | 2,290 | $376.9K | 0.18% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,280 | $375.2K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,280 | $375.2K | 0.06% | +462+25.4% | Added |
| Osterweis Capital Management Inc | 2,278 | $374.9K | 0.02% | 00.0% | Unchanged |