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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 1,422 | $234.0K | 0.04% | +127+9.8% | Added |
| Syverson Strege & Co | 1,418 | $233.4K | 0.06% | −44−3.0% | Reduced |
| Laffer Tengler Investments | 1,417 | $233.2K | 0.03% | −463−24.6% | Reduced |
| Resources Management Corp | 1,415 | $233.0K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,415 | $232.9K | 0.01% | +1,415 | New |
| Whalerock Point Partners, LLC | 1,410 | $232.0K | 0.04% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,409 | $231.9K | 0.03% | +22+1.6% | Added |
| Tortuga Wealth Management, Inc | 1,408 | $231.7K | 0.22% | +58+4.3% | Added |
| Pinnacle Financial Group, LLC | 1,405 | $231.2K | 0.06% | −149−9.6% | Reduced |
| 626 Financial, LLC | 1,404 | $231.1K | 0.10% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 1,403 | $230.9K | 0.24% | +74+5.6% | Added |
| Axiom Investment Management LLC | 1,400 | $230.4K | 0.18% | +1,400 | New |
| Dakota Community Bank & Trust NA | 1,396 | $229.7K | 0.78% | −18−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 1,394 | $229.4K | 0.07% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,390 | $228.8K | 0.04% | −22−1.6% | Reduced |
| Cogent Private Wealth, Inc. | 1,389 | $228.6K | 0.17% | +237+20.6% | Added |
| Platform Technology Partners | 1,377 | $226.6K | 0.04% | +1,377 | New |
| Firethorn Wealth Partners, LLC | 1,375 | $226.3K | 0.08% | −48−3.4% | Reduced |
| Fire Capital Management LLC | 1,374 | $226.1K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 1,372 | $225.7K | 0.02% | +13+1.0% | Added |
| Pitti Group Wealth Management, LLC | 1,370 | $225.5K | 0.18% | +1+0.1% | Added |
| Wealthquest Corp | 1,370 | $225.5K | 0.02% | +218+18.9% | Added |
| Spartan Planning & Wealth Management | 1,369 | $225.3K | 0.17% | −1,453−51.5% | Reduced |
| Legacy Wealth Advisors, LLC | 1,365 | $224.6K | 0.11% | +1,365 | New |
| West Paces Advisors Inc. | 1,364 | $224.5K | 0.04% | −20−1.4% | Reduced |
| Hanlon Investment Management, Inc. | 1,361 | $224.0K | 0.12% | +1,361 | New |
| Axis Wealth Partners, LLC | 1,360 | $223.9K | 0.12% | +37+2.8% | Added |
| Silvant Capital Management LLC | 1,357 | $223.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,341 | $222.8K | 0.01% | −101−7.0% | Reduced |
| Act Wealth Management, LLC | 1,350 | $222.2K | 0.07% | −62−4.4% | Reduced |
| Citizens National Bank Trust Department | 1,350 | $222.2K | 0.04% | +350+35.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,347 | $221.7K | 0.00% | −298−18.1% | Reduced |
| Piscataqua Savings Bank | 1,345 | $221.3K | 0.16% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,343 | $221.0K | 0.02% | −2,143−61.5% | Reduced |
| Brio Consultants, LLC | 1,165 | $220.5K | 0.03% | +1,165 | New |
| Shum Financial Group, Inc. | 1,336 | $219.9K | 0.16% | −8−0.6% | Reduced |
| Asset One Wealth Management LLC | 1,160 | $219.7K | 0.02% | +1,160 | New |
| Bridges Investment Management Inc | 1,333 | $219.4K | 0.00% | −46−3.3% | Reduced |
| Tobam | 1,332 | $219.0K | 0.06% | +639+92.2% | Added |
| Beto Financial Group, LLC | 1,148 | $218.3K | 0.13% | +13+1.1% | Added |
| StoryOne LLC | 0 | $217.9K | 0.12% | 0 | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,321 | $217.4K | 0.05% | +33+2.6% | Added |
| Avail Investment Partners, LLC | 1,319 | $217.0K | 0.23% | +1,319 | New |
| Pointe Capital Management LLC | 1,317 | $216.7K | 0.11% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,316 | $216.6K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,365 | $216.2K | 0.03% | +1,365 | New |
| Twin Peaks Wealth Advisors, LLC | 1,310 | $215.6K | 0.05% | −25−1.9% | Reduced |
| Davis Investment Partners, LLC | 1,308 | $215.3K | 0.08% | −449−25.6% | Reduced |
| Clearwater Capital Advisors, LLC | 1,305 | $214.8K | 0.02% | +1,305 | New |
| Motive Wealth Advisors | 1,303 | $214.4K | 0.10% | −10−0.8% | Reduced |
| Redwood Wealth Management Group, LLC | 1,300 | $214.0K | 0.09% | −198−13.2% | Reduced |
| Peak Retirement Planning, Inc. | 1,298 | $213.5K | 0.04% | +1,298 | New |
| Fountainhead AM, LLC | 1,297 | $213.5K | 0.19% | +580+80.9% | Added |
| Raleigh Capital Management Inc. | 1,296 | $213.4K | 0.07% | +497+62.2% | Added |
| AMG Asset Management Group, Inc. | 1,296 | $213.3K | 0.17% | +1,296 | New |
| Thoroughbred Financial Services, LLC | 1,289 | $212.0K | 0.01% | −50−3.7% | Reduced |
| Fiera Capital Corp | 1,285 | $211.5K | 0.00% | −70−5.2% | Reduced |
| GatePass Capital, LLC | 1,283 | $211.1K | 0.10% | +1,283 | New |
| Capstone Financial Advisors, Inc. | 1,281 | $210.9K | 0.01% | +31+2.5% | Added |
| Fox Run Management, L.L.C. | 1,329 | $210.5K | 0.04% | −10,584−88.8% | Reduced |
| Saxon Interests, Inc. | 1,277 | $210.1K | 0.07% | −32−2.4% | Reduced |
| Patten Group, Inc. | 1,275 | $209.8K | 0.04% | −21−1.6% | Reduced |
| Cottage Street Advisors LLC | 1,272 | $209.4K | 0.09% | −10−0.8% | Reduced |
| Regatta Capital Group, LLC | 1,271 | $209.1K | 0.03% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 1,266 | $208.5K | 0.16% | +1,266 | New |
| HBW Advisory Services LLC | 1,262 | $207.8K | 0.02% | +49+4.0% | Added |
| Chicago Trust Co NA | 1,262 | $207.7K | 0.03% | −10−0.8% | Reduced |
| CRA Financial Services, LLC | 1,260 | $207.4K | 0.03% | −56−4.3% | Reduced |
| Fortis Advisors, LLC | 1,260 | $207.4K | 0.10% | +7+0.6% | Added |
| Sunbeam Capital Management, LLC | 1,259 | $207.2K | 0.12% | −44−3.4% | Reduced |
| Lantz Financial LLC | 1,258 | $207.0K | 0.04% | +1,258 | New |
| Trillium Asset Management, LLC | 1,257 | $207.0K | 0.01% | −57−4.3% | Reduced |
| Planned Solutions, Inc. | 1,257 | $206.9K | 0.07% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,256 | $206.7K | 0.16% | −7,750−86.1% | Reduced |
| Embree Financial Group | 1,253 | $206.3K | 0.02% | +1,253 | New |
| one8zero8, LLC | 1,250 | $205.7K | 0.05% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 1,249 | $205.5K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,248 | $205.4K | 0.01% | +66+5.6% | Added |
| Sivia Capital Partners, LLC | 1,248 | $205.4K | 0.04% | −1,673−57.3% | Reduced |
| Leisure Capital Management | 1,246 | $205.1K | 0.07% | −124−9.1% | Reduced |
| Xxi Wealth, LLC | 1,244 | $204.7K | 0.12% | +1,244 | New |
| Anfield Capital Management, LLC | 1,242 | $204.4K | 0.06% | +1,039+511.8% | Added |
| CFO4Life Group, LLC | 1,238 | $203.7K | 0.03% | −427−25.6% | Reduced |
| BIP Wealth, LLC | 1,235 | $203.3K | 0.01% | −215−14.8% | Reduced |
| Walker Asset Management, LLC | 1,233 | $202.9K | 0.11% | +4+0.3% | Added |
| Reicon Wealth Advisors, LLC | 1,230 | $202.4K | 0.16% | −670−35.3% | Reduced |
| Eagle Wealth Advisors LLC | 1,230 | $202.4K | 0.19% | +29+2.4% | Added |
| Genesis Private Wealth, LLC | 1,228 | $202.1K | 0.06% | −155−11.2% | Reduced |
| Sunburst Financial Group, LLC | 1,226 | $201.8K | 0.04% | +40+3.4% | Added |
| Financial Solutions Advisory Group, Inc. | 1,226 | $201.8K | 0.03% | +1,226 | New |
| Iron Financial, LLC | 1,226 | $201.7K | 0.09% | +90+7.9% | Added |
| Colonial Trust Co | 1,223 | $201.3K | 0.03% | −9−0.7% | Reduced |
| J.Safra Asset Management Corp | 1,220 | $200.8K | 0.01% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,217 | $200.3K | 0.01% | −15−1.2% | Reduced |
| Blue Edge Capital, LLC | 1,216 | $200.1K | 0.03% | −104−7.9% | Reduced |
| Robinswood Financial LLC | 1,210 | $199.2K | 0.06% | +7+0.6% | Added |
| Washington Trust Advisors, Inc. | 1,191 | $196.0K | 0.02% | +146+14.0% | Added |
| Farmers & Merchants Investments Inc | 1,179 | $194.0K | 0.01% | +117+11.0% | Added |
| Sherman Asset Management, Inc. | 1,162 | $191.2K | 0.18% | 00.0% | Unchanged |
| Hilltop National Bank | 1,113 | $183.2K | 0.04% | +364+48.6% | Added |