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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 1,662 | $273.5K | 0.03% | +4+0.2% | Added |
| Falcon Wealth Planning | 1,659 | $273.0K | 0.02% | +164+11.0% | Added |
| Auour Investments LLC | 1,658 | $272.9K | 0.09% | −162−8.9% | Reduced |
| Cypress Capital Group | 1,655 | $272.4K | 0.03% | −24−1.4% | Reduced |
| Kestra Investment Management, LLC | 1,648 | $271.2K | 0.00% | +481+41.2% | Added |
| Ashton Thomas Securities, LLC | 1,647 | $271.0K | 0.03% | +111+7.2% | Added |
| Foster Victor Wealth Advisors, LLC | 1,478 | $271.0K | 0.02% | +248+20.2% | Added |
| Centurion Wealth Management LLC | 1,645 | $270.7K | 0.06% | −41−2.4% | Reduced |
| TFC Financial Management | 1,641 | $270.1K | 0.03% | +70+4.5% | Added |
| Journey Advisory Group, LLC | 1,640 | $269.8K | 0.02% | −1,868−53.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,638 | $269.6K | 0.02% | −7−0.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,637 | $269.5K | 0.01% | −240−12.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,636 | $269.3K | 0.07% | +103+6.7% | Added |
| Balentine LLC | 1,635 | $269.1K | 0.01% | −246−13.1% | Reduced |
| Boyd Watterson Asset Management LLC | 1,633 | $268.7K | 0.08% | −570−25.9% | Reduced |
| LGT Fund Management Co Ltd. | 1,628 | $267.9K | 0.01% | −833−33.8% | Reduced |
| HTG Investment Advisors, Inc. | 1,628 | $267.9K | 0.08% | +1,628 | New |
| Godsey & Gibb Associates | 1,626 | $267.6K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,626 | $267.6K | 0.08% | +7+0.4% | Added |
| MONECO Advisors, LLC | 1,622 | $267.0K | 0.02% | +1,622 | New |
| Beirne Wealth Consulting Services, LLC | 1,619 | $266.4K | 0.08% | −27−1.6% | Reduced |
| EntryPoint Capital, LLC | 1,618 | $266.3K | 0.08% | −423−20.7% | Reduced |
| Wallace Advisory Group, LLC | 1,617 | $266.1K | 0.28% | −196−10.8% | Reduced |
| Westwood Holdings Group Inc. | 1,617 | $266.1K | 0.00% | −188−10.4% | Reduced |
| Washington Trust Bank | 1,611 | $265.1K | 0.02% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,609 | $264.8K | 0.06% | −74−4.4% | Reduced |
| Carrera Capital Advisors | 1,607 | $264.5K | 0.04% | −133−7.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $264.0K | 0.03% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $263.3K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $263.3K | 0.12% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,600 | $263.0K | 0.06% | +353+28.3% | Added |
| Northern Oak Wealth Management Inc | 1,598 | $263.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,598 | $263.0K | 0.01% | +41+2.6% | Added |
| OV Management LLC | 1,592 | $262.0K | 0.53% | −5,094−76.2% | Reduced |
| Goldstein Advisors, LLC | 1,573 | $258.9K | 0.03% | +139+9.7% | Added |
| Pekin Hardy Strauss, Inc. | 1,571 | $258.5K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,569 | $258.3K | 0.02% | +342+27.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,568 | $258.1K | 0.05% | +3+0.2% | Added |
| Roof Eidam & Maycock | 1,560 | $256.7K | 0.06% | 00.0% | Unchanged |
| Bravera Wealth | 1,553 | $255.6K | 0.12% | +42+2.8% | Added |
| Brookwood Investment Group LLC | 1,551 | $255.3K | 0.03% | −4,284−73.4% | Reduced |
| Boothbay Fund Management, LLC | 1,549 | $254.9K | 0.01% | −5,036−76.5% | Reduced |
| Landaas & Co | 1,546 | $254.4K | 0.06% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,544 | $254.1K | 0.03% | −2,146−58.2% | Reduced |
| Valley Financial Group, Inc. | 1,543 | $253.9K | 0.14% | −4−0.3% | Reduced |
| Financial Council Asset Management Inc | 1,543 | $253.9K | 0.10% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 1,541 | $253.6K | 0.09% | +121+8.5% | Added |
| Green Harvest Asset Management LLC | 1,539 | $253.3K | 0.00% | −95−5.8% | Reduced |
| Coastwise Capital Group, LLC | 1,535 | $252.7K | 0.14% | +340+28.5% | Added |
| Baldwin Brothers Inc | 1,532 | $252.1K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,531 | $252.0K | 0.05% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,528 | $251.5K | 0.20% | −33−2.1% | Reduced |
| Novare Capital Management LLC | 1,525 | $250.9K | 0.02% | −22−1.4% | Reduced |
| MPS Loria Financial Planners, LLC | 1,524 | $250.9K | 0.07% | +6+0.4% | Added |
| Landscape Capital Management, L.L.C. | 1,524 | $250.8K | 0.02% | +1,524 | New |
| Independent Solutions Wealth Management, LLC | 1,524 | $250.8K | 0.04% | +1,524 | New |
| Channel Wealth LLC | 1,522 | $250.5K | 0.06% | −20−1.3% | Reduced |
| Summit Wealth Group LLC | 1,520 | $250.1K | 0.03% | +1,520 | New |
| Tannin Capital LLC | 1,518 | $249.8K | 0.18% | +190+14.3% | Added |
| Altar Rock LLC | 1,517 | $249.7K | 0.29% | +132+9.5% | Added |
| Royal Fund Management, LLC | 1,516 | $249.5K | 0.02% | −262−14.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,511 | $248.7K | 0.16% | −42−2.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,511 | $248.6K | 0.09% | +54+3.7% | Added |
| Cozad Asset Management Inc | 1,508 | $248.2K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,506 | $247.8K | 0.03% | −1−0.1% | Reduced |
| New World Advisors LLC | 1,506 | $247.8K | 0.04% | +67+4.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,504 | $247.5K | 0.04% | −5−0.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $247.0K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,500 | $246.9K | 0.12% | −2,980−66.5% | Reduced |
| Kearns & Associates LLC | 1,500 | $246.9K | 0.13% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,492 | $246.0K | 0.08% | −34−2.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,491 | $245.4K | 0.16% | +58+4.0% | Added |
| XML Financial, LLC | 1,490 | $245.2K | 0.02% | −1,083−42.1% | Reduced |
| Wealth Architects, LLC | 1,488 | $244.9K | 0.02% | −20−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,485 | $244.4K | 0.01% | −140−8.6% | Reduced |
| Crown Wealth Group, LLC | 1,484 | $244.2K | 0.07% | +115+8.4% | Added |
| STAR Financial Bank | 1,481 | $243.7K | 0.12% | −60−3.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,473 | $242.4K | 0.02% | +102+7.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,471 | $242.2K | 0.21% | −3,101−67.8% | Reduced |
| Long Road Investment Counsel, LLC | 1,461 | $240.4K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,458 | $240.1K | 0.05% | +118+8.8% | Added |
| Kanawha Capital Management LLC | 1,458 | $240.0K | 0.02% | −456−23.8% | Reduced |
| Diversify Advisory Services, LLC | 1,283 | $240.0K | 0.04% | −10,753−89.3% | Reduced |
| Sonoma Allocations LLC | 1,422 | $239.4K | 0.08% | −430−23.2% | Reduced |
| Spears Abacus Advisors LLC | 1,454 | $239.3K | 0.00% | +1,454 | New |
| Liberty Wealth Management LLC | 1,453 | $239.2K | 0.03% | −227−13.5% | Reduced |
| Red Wave Investments LLC | 1,452 | $239.0K | 0.07% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,451 | $238.8K | 0.13% | 00.0% | Unchanged |
| Diversified Management Inc | 1,447 | $238.1K | 0.04% | +91+6.7% | Added |
| Powers Advisory Group, LLC | 1,447 | $238.1K | 0.08% | +4+0.3% | Added |
| TrustBank | 1,445 | $237.8K | 0.09% | −12−0.8% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,441 | $237.3K | 0.03% | −7−0.5% | Reduced |
| Manchester Capital Management LLC | 1,435 | $236.2K | 0.03% | +6+0.4% | Added |
| Orrstown Financial Services Inc | 1,434 | $236.0K | 0.04% | −1,104−43.5% | Reduced |
| EPG Wealth Management LLC | 1,430 | $235.3K | 0.06% | +6+0.4% | Added |
| 180 Wealth Advisors, LLC | 1,426 | $234.7K | 0.03% | −41−2.8% | Reduced |
| Trust Co of Oklahoma | 1,426 | $234.7K | 0.07% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,425 | $234.5K | 0.10% | +1,425 | New |
| Brady Martz Wealth Solutions, LLC | 1,425 | $234.5K | 0.04% | +1,425 | New |
| Meridian Financial, LLC | 1,423 | $234.2K | 0.13% | 00.0% | Unchanged |