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 |
|---|---|---|---|---|---|
| Southland Equity Partners LLC | 1,949 | $320.8K | 0.06% | +200+11.4% | Added |
| Thrive Capital Management, LLC | 1,942 | $319.6K | 0.07% | −4−0.2% | Reduced |
| Traynor Capital Management, Inc. | 2,018 | $319.6K | 0.02% | +57+2.9% | Added |
| JB Capital LLC | 1,937 | $318.7K | 0.01% | +47+2.5% | Added |
| Wealth Alliance | 1,934 | $318.3K | 0.03% | −174−8.3% | Reduced |
| Asset Advisory Group, Inc. | 1,934 | $318.3K | 0.16% | −150−7.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,934 | $318.3K | 0.03% | +17+0.9% | Added |
| Portfolio Strategies, Inc. | 1,933 | $318.1K | 0.04% | +1,933 | New |
| Legacy Trust | 1,932 | $317.9K | 0.06% | +1,932 | New |
| Neville Rodie & Shaw Inc | 1,926 | $317.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,926 | $317.0K | 0.02% | −2,342−54.9% | Reduced |
| Frederick Financial Consultants, LLC | 1,923 | $316.4K | 0.16% | +60+3.2% | Added |
| Granite Harbor Advisors, Inc. | 1,922 | $316.3K | 0.14% | −32−1.6% | Reduced |
| Fusion Capital, LLC | 1,920 | $316.0K | 0.09% | +402+26.5% | Added |
| J2 Capital Management Inc | 1,918 | $315.6K | 0.22% | +49+2.6% | Added |
| FLC Capital Advisors | 1,918 | $315.6K | 0.06% | +323+20.3% | Added |
| Wealth Management Associates, Inc. | 1,918 | $315.6K | 0.11% | +1+0.1% | Added |
| Acorn Creek Capital LLC | 1,908 | $314.1K | 0.11% | −1−0.1% | Reduced |
| Gemmer Asset Management LLC | 1,905 | $313.5K | 0.02% | +9+0.5% | Added |
| Groesbeck Investment Management Corp | 1,900 | $313.0K | 0.61% | −300−13.6% | Reduced |
| Range Advisory, LLC | 1,891 | $311.1K | 0.06% | +466+32.7% | Added |
| Polymer Capital Management (US) LLC | 1,886 | $310.4K | 0.05% | −1,241−39.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,878 | $309.0K | 0.12% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,878 | $309.0K | 0.07% | +31+1.7% | Added |
| Atlas Capital Advisors LLC | 1,877 | $308.9K | 0.04% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 1,877 | $308.9K | 0.05% | +66+3.6% | Added |
| Osborne Partners Capital Management, LLC | 1,875 | $308.6K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,875 | $308.6K | 0.06% | +208+12.5% | Added |
| Discipline Wealth Solutions, LLC | 1,874 | $308.3K | 0.03% | +1,874 | New |
| King Wealth | 1,871 | $308.0K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,871 | $307.9K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,871 | $307.9K | 0.05% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,866 | $307.1K | 0.15% | +1,866 | New |
| Spirepoint Private Client, LLC | 1,859 | $305.9K | 0.03% | −12−0.6% | Reduced |
| Gold Investment Management Ltd. | 1,856 | $305.4K | 0.09% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,854 | $305.1K | 0.19% | −162−8.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,850 | $304.5K | 0.04% | +51+2.8% | Added |
| BKM Wealth Management, LLC | 1,848 | $304.1K | 0.11% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,847 | $304.0K | 0.06% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 1,847 | $304.0K | 0.20% | +63+3.5% | Added |
| Objective Capital Management, LLC | 1,840 | $302.8K | 0.31% | +240+15.0% | Added |
| Holistic Financial Partners | 1,839 | $302.6K | 0.11% | +60+3.4% | Added |
| Johnson Financial Group, LLC | 1,839 | $302.6K | 0.02% | +638+53.1% | Added |
| FSM Wealth Advisors, LLC | 1,839 | $302.6K | 0.04% | −69−3.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,839 | $302.6K | 0.12% | −319−14.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,829 | $301.0K | 0.03% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,828 | $300.9K | 0.03% | +177+10.7% | Added |
| BlackDiamond Wealth Management Inc. | 1,828 | $300.8K | 0.15% | −15−0.8% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,828 | $300.8K | 0.22% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,826 | $300.5K | 0.06% | −144−7.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,824 | $300.2K | 0.04% | −2−0.1% | Reduced |
| Pflug Koory, LLC | 1,824 | $300.2K | 0.14% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,824 | $300.2K | 0.17% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,825 | $300.1K | 0.24% | +81+4.6% | Added |
| Confluence Wealth Services, Inc. | 1,821 | $299.7K | 0.01% | +312+20.7% | Added |
| Tyche Wealth Partners LLC | 1,815 | $298.7K | 0.05% | −45−2.4% | Reduced |
| MQS Management LLC | 1,809 | $297.7K | 0.20% | −155−7.9% | Reduced |
| Seven Mile Advisory | 1,804 | $296.9K | 0.21% | −1,558−46.3% | Reduced |
| Athena Investment Management | 1,803 | $296.7K | 0.15% | 00.0% | Unchanged |
| Reik & Co., LLC | 1,800 | $296.2K | 0.08% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $296.2K | 0.09% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 1,800 | $296.2K | 0.20% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 1,792 | $294.9K | 0.22% | +660+58.3% | Added |
| Norway Savings Bank | 1,787 | $294.1K | 0.14% | −90−4.8% | Reduced |
| Black Swift Group, LLC | 1,773 | $291.8K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,770 | $291.3K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,767 | $290.8K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,767 | $290.8K | 0.05% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,767 | $290.8K | 0.05% | +1,767 | New |
| Rise Advisors, LLC | 1,749 | $290.6K | 0.10% | +61+3.6% | Added |
| Headinvest, LLC | 1,766 | $290.6K | 0.06% | 00.0% | Unchanged |
| Bank Ozk | 1,762 | $290.0K | 0.10% | −3−0.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,758 | $289.3K | 0.04% | +195+12.5% | Added |
| Maltin Wealth Management, Inc. | 1,749 | $287.9K | 0.11% | −3−0.2% | Reduced |
| Westmount Partners, LLC | 1,744 | $287.1K | 0.07% | −38−2.1% | Reduced |
| Catalina Capital Group, LLC | 1,742 | $286.6K | 0.18% | +12+0.7% | Added |
| Tred Avon Family Wealth, LLC | 1,739 | $286.2K | 0.09% | −135−7.2% | Reduced |
| Master's Wealth Management Inc. | 1,739 | $286.1K | 0.10% | +1,739 | New |
| Precedent Wealth Partners, LLC | 1,738 | $286.0K | 0.06% | 00.0% | Unchanged |
| August Group Capital Ltd | 1,736 | $285.7K | 0.33% | −90−4.9% | Reduced |
| Second Line Capital, LLC | 1,499 | $285.7K | 0.05% | +1,499 | New |
| AGH Wealth Advisors, LLC | 1,734 | $285.4K | 0.21% | +88+5.3% | Added |
| Weatherly Asset Management L. P. | 1,732 | $285.0K | 0.02% | +8+0.5% | Added |
| Titleist Asset Management, LLC | 1,728 | $284.3K | 0.02% | +144+9.1% | Added |
| Brown Wealth Management, LLC | 1,725 | $283.8K | 0.07% | +147+9.3% | Added |
| Symmetry Partners, LLC | 1,723 | $283.6K | 0.02% | +1,723 | New |
| Owl Creek Wealth Partners LLC | 1,723 | $283.6K | 0.10% | +1,723 | New |
| MinichMacGregor Wealth Management, LLC | 1,721 | $283.2K | 0.05% | +114+7.1% | Added |
| Warwick Investment Management, Inc. | 1,710 | $281.4K | 0.04% | +85+5.2% | Added |
| Aries Wealth Management | 1,707 | $280.9K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,705 | $280.6K | 0.13% | −3−0.2% | Reduced |
| Summitry LLC | 1,705 | $280.6K | 0.01% | +138+8.8% | Added |
| Kennedy Investment Group | 1,702 | $280.1K | 0.11% | +6+0.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,700 | $279.8K | 0.00% | −1,400−45.2% | Reduced |
| Brave Asset Management Inc | 1,700 | $279.8K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $279.8K | 0.01% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,694 | $278.8K | 0.08% | −83−4.7% | Reduced |
| Strategic Investment Advisors | 1,686 | $277.5K | 0.02% | +1,686 | New |
| Fortis Group Advisors, LLC | 1,444 | $275.2K | 0.05% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,672 | $275.1K | 0.21% | +4+0.2% | Added |