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; 2,745 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 | 2,745 | $281.7B |
| Q1 2026 | 2,513 | $218.0B |
| Q4 2025 | 2,532 | $239.4B |
| Q3 2025 | 2,265 | $211.9B |
| Q2 2025 | 2,208 | $190.6B |
| Q1 2025 | 2,103 | $159.1B |
| Q4 2024 | 2,117 | $170.9B |
| Q3 2024 | 1,874 | $141.1B |
| Q2 2024 | 1,828 | $131.2B |
| Q1 2024 | 1,798 | $127.8B |
| Q4 2023 | 1,760 | $128.3B |
| Q3 2023 | 1,670 | $112.7B |
| Q2 2023 | 1,688 | $118.7B |
| Q1 2023 | 1,673 | $124.1B |
| Q4 2022 | 1,681 | $120.2B |
| Q3 2022 | 1,585 | $112.7B |
| Q2 2022 | 1,606 | $109.6B |
| Q1 2022 | 1,672 | $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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 2,275 | $374.4K | 0.13% | −16−0.7% | Reduced |
| Old North State Trust, LLC | 2,274 | $374.0K | 0.22% | 00.0% | Unchanged |
| Capital Square, LLC | 1,986 | $373.5K | 0.17% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,268 | $373.2K | 0.07% | −460−16.9% | Reduced |
| RKL Wealth Management LLC | 2,266 | $372.9K | 0.03% | +117+5.4% | Added |
| Breakthru Advisory Services, LLC | 2,261 | $372.1K | 0.60% | −78−3.3% | Reduced |
| Montz Harcus Wealth Management LLC | 2,258 | $371.6K | 0.15% | +9+0.4% | Added |
| Crewe Advisors LLC | 2,258 | $371.6K | 0.03% | +21+0.9% | Added |
| Wealth Dimensions Group, Ltd. | 2,253 | $370.9K | 0.07% | +68+3.1% | Added |
| Novem Group | 2,248 | $370.0K | 0.04% | −8−0.4% | Reduced |
| North Star Asset Management Inc | 2,243 | $369.1K | 0.02% | +156+7.5% | Added |
| Luts & Greenleigh Group, Inc | 2,236 | $368.0K | 0.29% | −9−0.4% | Reduced |
| CWS Financial Advisors, LLC | 2,236 | $367.9K | 0.09% | +29+1.3% | Added |
| OneAscent Family Office, LLC | 2,232 | $367.2K | 0.26% | +22+1.0% | Added |
| Woodward Diversified Capital, LLC | 1,942 | $366.7K | 0.17% | +1,942 | New |
| Wilkinson Global Asset Management LLC | 2,219 | $365.2K | 0.03% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,215 | $364.5K | 0.02% | −98−4.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,209 | $363.5K | 0.05% | +3+0.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,207 | $363.3K | 0.10% | −100−4.3% | Reduced |
| Crusonia Wealth Advisors LLC | 2,200 | $362.1K | 0.07% | +86+4.1% | Added |
| Mirador Capital Partners LP | 2,198 | $361.7K | 0.05% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 2,197 | $361.6K | 0.35% | +77+3.6% | Added |
| Blue Bell Private Wealth Management, LLC | 2,197 | $361.6K | 0.05% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,189 | $360.2K | 0.04% | −17−0.8% | Reduced |
| Peak Planning Group, LLC | 2,184 | $359.4K | 0.10% | +13+0.6% | Added |
| JGP Wealth Management, LLC | 2,182 | $359.1K | 0.04% | −576−20.9% | Reduced |
| Mosaic Financial Group, LLC | 2,179 | $359.0K | 0.25% | +12+0.6% | Added |
| Reston Wealth Management LLC | 2,181 | $359.0K | 0.11% | +2+0.1% | Added |
| Sunflower Bank, N.A. | 2,180 | $358.8K | 0.09% | +5+0.2% | Added |
| Veracity Capital LLC | 2,177 | $358.2K | 0.13% | −189−8.0% | Reduced |
| Red Reef Advisors LLC | 2,175 | $357.9K | 0.37% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,174 | $357.8K | 0.25% | +21+1.0% | Added |
| Intergy Private Wealth, LLC | 2,165 | $356.3K | 0.10% | −32−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,166 | $356.0K | 0.04% | +13+0.6% | Added |
| Expressive Wealth LLC | 1,837 | $355.3K | 0.34% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,153 | $354.3K | 0.17% | −1,369−38.9% | Reduced |
| Canvas Wealth Advisors, LLC | 2,153 | $354.3K | 0.06% | +25+1.2% | Added |
| Argus Investors' Counsel, Inc. | 2,150 | $353.8K | 0.31% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,147 | $353.3K | 0.10% | −490−18.6% | Reduced |
| CenterBook Partners LP | 2,146 | $353.2K | 0.02% | −6,299−74.6% | Reduced |
| RB Capital Management, LLC | 2,140 | $352.2K | 0.07% | +11+0.5% | Added |
| Pines Wealth Management, LLC | 2,138 | $351.9K | 0.11% | −290−11.9% | Reduced |
| LCNB Corp | 2,134 | $351.2K | 0.12% | +234+12.3% | Added |
| Prosperity Bancshares Inc | 2,133 | $351.0K | 0.28% | −195−8.4% | Reduced |
| Wedge Capital Management L L P | 2,130 | $350.5K | 0.01% | +260+13.9% | Added |
| Meramec Financial Planners, LLC | 1,837 | $350.3K | 0.14% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,125 | $349.7K | 0.03% | +2,125 | New |
| Manske Wealth Management | 2,123 | $349.4K | 0.10% | +35+1.7% | Added |
| PCB Capital LLC | 2,117 | $348.4K | 0.55% | −3−0.1% | Reduced |
| Silver Coast Investments LLC | 2,114 | $347.9K | 0.11% | −139−6.2% | Reduced |
| Clear Creek Financial Management, LLC | 2,105 | $346.4K | 0.03% | −477−18.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,814 | $345.0K | 0.22% | +500+38.1% | Added |
| Reflection Asset Management | 2,070 | $344.2K | 0.21% | +151+7.9% | Added |
| Beacon Financial Advisory LLC | 2,091 | $344.1K | 0.08% | −17−0.8% | Reduced |
| XY Planning Network, Inc. | 2,060 | $342.3K | 0.05% | +252+13.9% | Added |
| Investment Partners, Ltd. | 2,077 | $341.9K | 0.12% | +2+0.1% | Added |
| First Business Financial Services, Inc. | 2,076 | $341.6K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,066 | $340.0K | 0.03% | −28−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 2,062 | $339.3K | 0.02% | +12+0.6% | Added |
| Krane Funds Advisors LLC | 2,040 | $339.2K | 0.01% | +732+56.0% | Added |
| LexAurum Advisors, LLC | 2,061 | $339.2K | 0.04% | +2,061 | New |
| Everett Harris & Co | 2,059 | $338.9K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,059 | $338.9K | 0.07% | +330+19.1% | Added |
| Smallwood Wealth Investment Management, LLC | 2,058 | $338.8K | 0.18% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 2,054 | $338.0K | 0.22% | +58+2.9% | Added |
| Chicago Capital, LLC | 2,052 | $337.7K | 0.01% | +145+7.6% | Added |
| Massachusetts Wealth Management | 2,050 | $337.4K | 0.15% | +325+18.8% | Added |
| ACT Advisors, LLC. | 2,045 | $336.6K | 0.14% | +2,045 | New |
| Odyssey Capital Advisors, Inc. | 2,041 | $335.9K | 0.30% | −27−1.3% | Reduced |
| Havemeyer Place LP | 2,037 | $335.2K | 0.04% | +1,096+116.5% | Added |
| ProVise Management Group, LLC | 2,036 | $335.1K | 0.02% | +12+0.6% | Added |
| Redwood Family Wealth LLC | 2,034 | $334.7K | 0.33% | +2,034 | New |
| WD Rutherford LLC | 2,033 | $334.6K | 0.15% | +51+2.6% | Added |
| Tepp RIA, LLC | 2,028 | $333.7K | 0.26% | −81−3.8% | Reduced |
| Proficio Capital Partners LLC | 2,028 | $333.7K | 0.02% | +4+0.2% | Added |
| Mayfair Advisory Group, LLC | 2,027 | $333.6K | 0.12% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,023 | $332.9K | 0.14% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,015 | $331.6K | 0.11% | +73+3.8% | Added |
| Sunpointe, LLC | 2,014 | $331.4K | 0.11% | −94−4.5% | Reduced |
| Caliber Wealth Management, LLC | 2,007 | $330.3K | 0.04% | +80+4.2% | Added |
| Interactive Financial Advisors | 2,005 | $330.0K | 0.22% | +2+0.1% | Added |
| Investment Partners Asset Management, Inc. | 2,004 | $329.8K | 0.20% | +4+0.2% | Added |
| Revolve Wealth Partners, LLC | 2,001 | $329.4K | 0.04% | +107+5.6% | Added |
| Ehrenkranz Partners L.P. | 2,000 | $329.1K | 0.26% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,997 | $328.6K | 0.16% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 1,995 | $328.3K | 0.12% | +10+0.5% | Added |
| TCFG Investment Advisors, LLC | 1,995 | $328.3K | 0.12% | +1,995 | New |
| BTG Pactual Asset Management US LLC | 1,992 | $327.8K | 0.03% | +1,992 | New |
| Koss-Olinger Consulting, LLC | 1,989 | $327.3K | 0.03% | −7−0.4% | Reduced |
| Ewa, LLC | 1,988 | $327.1K | 0.07% | +222+12.6% | Added |
| Severin Investments, LLC | 1,977 | $325.3K | 0.28% | −776−28.2% | Reduced |
| Consilio Wealth Advisors, LLC | 1,973 | $324.7K | 0.09% | +11+0.6% | Added |
| WP Advisors, LLC | 1,971 | $324.4K | 0.08% | +112+6.0% | Added |
| Phillips Wealth Planners LLC | 1,693 | $323.5K | 0.24% | −267−13.6% | Reduced |
| Stonebridge Financial Group, LLC | 1,961 | $322.6K | 0.27% | −13−0.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,958 | $322.3K | 0.07% | +154+8.5% | Added |
| True Link Financial Advisors, LLC | 1,957 | $322.1K | 0.02% | −277−12.4% | Reduced |
| Commonwealth Financial Services, LLC | 1,955 | $321.7K | 0.05% | +543+38.5% | Added |
| TruWealth Advisors, LLC | 1,953 | $321.4K | 0.02% | −32−1.6% | Reduced |
| NTV Asset Management LLC | 1,950 | $320.9K | 0.04% | 00.0% | Unchanged |