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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1,094 | $180.0K | 0.03% | +113+11.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,085 | $178.6K | 0.02% | −52−4.6% | Reduced |
| Millstone Evans Group, LLC | 1,083 | $178.2K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,070 | $176.0K | 0.02% | +263+32.6% | Added |
| TSFG, LLC | 1,069 | $176.0K | 0.03% | +2+0.2% | Added |
| General Partner, Inc. | 1,057 | $174.0K | 0.11% | −50−4.5% | Reduced |
| Signature Equity Partners, LLC | 1,045 | $171.9K | 0.09% | +38+3.8% | Added |
| AXS Investments LLC | 1,038 | $170.8K | 0.07% | −63−5.7% | Reduced |
| Virtus ETF Advisers LLC | 1,033 | $170.0K | 0.08% | −700−40.4% | Reduced |
| Paladin Advisory Group, LLC | 1,011 | $166.4K | 0.13% | −145−12.5% | Reduced |
| Monetary Management Group Inc | 1,000 | $164.6K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $164.6K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 984 | $161.9K | 0.03% | −36−3.5% | Reduced |
| Hanson & Doremus Investment Management | 975 | $160.0K | 0.02% | +95+10.8% | Added |
| MV Capital Management, Inc. | 970 | $159.6K | 0.02% | −7−0.7% | Reduced |
| Strategic Wealth Advisors LLC | 970 | $159.0K | 0.13% | −200−17.1% | Reduced |
| Trust Co | 963 | $158.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 956 | $157.6K | 0.05% | −58−5.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 957 | $157.5K | 0.06% | +78+8.9% | Added |
| Y.D. More Investments Ltd | 955 | $156.7K | 0.01% | −296−23.7% | Reduced |
| Bogart Wealth, LLC | 951 | $156.5K | 0.01% | +34+3.7% | Added |
| Creative Financial Designs Inc | 944 | $155.4K | 0.01% | +54+6.1% | Added |
| Caldwell Sutter Capital, Inc. | 919 | $151.2K | 0.06% | −5−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 911 | $150.0K | 0.00% | +600+192.9% | Added |
| Wellington Shields & Co., LLC | 911 | $149.9K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 910 | $149.8K | 0.11% | +910 | New |
| Kozak & Associates, Inc. | 821 | $148.8K | 0.03% | +5+0.6% | Added |
| Richardson Financial Services Inc. | 894 | $147.1K | 0.09% | −93−9.4% | Reduced |
| GGM Financials LLC | 891 | $146.6K | 0.07% | +6+0.7% | Added |
| Ancora Advisors, LLC | 883 | $145.3K | 0.00% | +56+6.8% | Added |
| Ogorek Anthony Joseph | 873 | $143.0K | 0.04% | −13−1.5% | Reduced |
| LRI Investments, LLC | 866 | $142.5K | 0.01% | +11+1.3% | Added |
| Rocky Mountain Advisers, LLC | 819 | $134.8K | 0.04% | +4+0.5% | Added |
| Thompson Investment Management, Inc. | 808 | $132.9K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 807 | $132.9K | 0.01% | +5+0.6% | Added |
| Southern Michigan Bank & Trust | 802 | $132.0K | 0.05% | +802 | New |
| Park Circle Co | 800 | $131.7K | 0.13% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 788 | $129.7K | 0.03% | +8+1.0% | Added |
| One River Asset Management, LLC | 766 | $126.1K | 0.43% | +766 | New |
| WPG Advisers, LLC | 758 | $124.7K | 0.09% | −60−7.3% | Reduced |
| High Point Wealth Management, LLC | 736 | $121.1K | 0.12% | −245−25.0% | Reduced |
| Ameliora Wealth Management Ltd. | 724 | $119.1K | 0.04% | 00.0% | Unchanged |
| 1248 Management, LLC | 714 | $117.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 614 | $116.1K | 0.02% | +142+30.1% | Added |
| Nalls Sherbakoff Group, LLC | 702 | $115.5K | 0.08% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 699 | $115.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 693 | $114.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 692 | $113.9K | 0.08% | −34−4.7% | Reduced |
| Bell Investment Advisors, Inc | 690 | $113.6K | 0.02% | +6+0.9% | Added |
| DAGCO, Inc. | 685 | $112.7K | 0.02% | +4+0.6% | Added |
| Hollencrest Capital Management | 679 | $111.7K | 0.00% | −251−27.0% | Reduced |
| Essential Investment Partners LLC | 672 | $110.6K | 0.10% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 724 | $109.4K | 0.03% | −6−0.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 653 | $107.5K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 651 | $107.1K | 0.02% | −83−11.3% | Reduced |
| Sachetta, LLC | 651 | $107.1K | 0.06% | −11−1.7% | Reduced |
| Align Financial, LLC | 649 | $106.8K | 0.06% | −114,568−99.4% | Reduced |
| Cornerstone Financial Management LLC | 636 | $104.7K | 0.10% | +458+257.3% | Added |
| Scarborough Advisors, LLC | 630 | $103.7K | 0.01% | +630 | New |
| Activest Wealth Management | 623 | $102.5K | 0.02% | +232+59.3% | Added |
| Salomon & Ludwin, LLC | 613 | $101.6K | 0.01% | −46−7.0% | Reduced |
| UMA Financial Services, Inc. | 616 | $101.4K | 0.01% | +9+1.5% | Added |
| Intesa Sanpaolo Wealth Management | 614 | $101.0K | 0.02% | −400−39.4% | Reduced |
| Rowland & Co Investment Counsel | 611 | $100.6K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 610 | $100.4K | 0.06% | +22+3.7% | Added |
| Rakuten Securities, Inc. | 602 | $99.1K | 0.04% | +190+46.1% | Added |
| Hager Investment Management Services, LLC | 600 | $98.7K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 597 | $98.3K | 0.01% | +84+16.4% | Added |
| BFSG, LLC | 595 | $97.9K | 0.01% | +35+6.3% | Added |
| Horrell Capital Management, Inc. | 583 | $95.9K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $94.6K | 0.08% | 00.0% | Unchanged |
| First United Bank Trust | 568 | $93.5K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 554 | $91.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 555 | $91.0K | 0.06% | −513−48.0% | Reduced |
| Networth Advisors, LLC | 548 | $90.2K | 0.06% | +534+3,814.3% | Added |
| Curio Wealth, LLC | 531 | $87.4K | 0.03% | +4+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 521 | $85.8K | 0.01% | −4,812−90.2% | Reduced |
| Delos Wealth Advisors, LLC | 517 | $85.1K | 0.05% | −14−2.6% | Reduced |
| Tradewinds Capital Management, LLC | 515 | $84.8K | 0.02% | −7−1.3% | Reduced |
| ORG Wealth Partners, LLC | 514 | $84.6K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 500 | $82.3K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 499 | $82.1K | 0.04% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 498 | $82.0K | 0.04% | +490+6,125.0% | Added |
| Accordant Advisory Group Inc | 470 | $77.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 454 | $74.7K | 0.01% | +7+1.6% | Added |
| Miller Global Investments, LLC | 453 | $74.5K | 0.07% | +453 | New |
| REAP Financial Group, LLC | 452 | $74.4K | 0.01% | +452 | New |
| IMA Wealth, Inc. | 451 | $74.2K | 0.01% | −1−0.2% | Reduced |
| Basso Capital Management, L.P. | 444 | $73.1K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 443 | $72.9K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $72.4K | 0.05% | −50−10.2% | Reduced |
| Sittner & Nelson, LLC | 433 | $71.3K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 430 | $70.8K | 0.02% | +1+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 430 | $70.8K | 0.02% | 00.0% | Unchanged |
| Wellington Grp LLC | 430 | $70.8K | 0.02% | −157−26.7% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 426 | $70.1K | 0.03% | +426 | New |
| GoalVest Advisory LLC | 425 | $69.9K | 0.01% | +45+11.8% | Added |
| Dogwood Wealth Management LLC | 421 | $69.3K | 0.03% | +83+24.6% | Added |
| Westfuller Advisors, LLC | 421 | $69.2K | 0.03% | +7+1.7% | Added |