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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 420 | $69.1K | 0.01% | −16−3.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 418 | $68.8K | 0.05% | +244+140.2% | Added |
| Intentional Wealth Strategies, LLC | 417 | $68.6K | 0.06% | +417 | New |
| Twin Lakes Capital Management, LLC | 408 | $67.1K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 405 | $66.7K | 0.03% | +307+313.3% | Added |
| Solstein Capital, LLC | 399 | $65.7K | 0.03% | −94−19.1% | Reduced |
| Kemnay Advisory Services Inc. | 390 | $64.2K | 0.01% | −85−17.9% | Reduced |
| Roxbury Financial LLC | 377 | $62.1K | 0.06% | +2+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 377 | $62.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 373 | $61.4K | 0.05% | +300+411.0% | Added |
| Essex Investment Management Co LLC | 363 | $59.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 361 | $59.4K | 0.02% | +94+35.2% | Added |
| Financial Network Wealth Advisors LLC | 360 | $59.2K | 0.06% | −25−6.5% | Reduced |
| ESL Trust Services, LLC | 360 | $59.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 356 | $59.2K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $58.3K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 348 | $57.3K | 0.00% | +280+411.8% | Added |
| Napier Financial, LLC | 345 | $56.8K | 0.01% | +345 | New |
| Gill Capital Partners, LLC | 343 | $56.4K | 0.02% | +343 | New |
| 1015 Capital Partners, LLC | 339 | $55.8K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 396 | $55.8K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 338 | $55.7K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 337 | $55.5K | 0.02% | +34+11.2% | Added |
| IAG Wealth Partners, LLC | 330 | $54.3K | 0.01% | +111+50.7% | Added |
| SJS Investment Consulting Inc. | 321 | $52.8K | 0.01% | +30+10.3% | Added |
| Boreal Capital Management LLC | 310 | $51.0K | 0.04% | −94−23.3% | Reduced |
| Main Street Group, LTD | 307 | $50.5K | 0.01% | +307 | New |
| Access Investment Management LLC | 303 | $49.9K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 295 | $48.5K | 0.03% | +56+23.4% | Added |
| Paladin Partners, LLC | 289 | $47.6K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 248 | $47.4K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 285 | $46.9K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 278 | $45.8K | 0.01% | +3+1.1% | Added |
| Team Financial Group, LLC | 276 | $45.4K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 276 | $45.4K | 0.01% | +10+3.8% | Added |
| Triumph Capital Management | 274 | $45.1K | 0.01% | +113+70.2% | Added |
| Hickory Point Bank & Trust | 271 | $44.6K | 0.03% | +271 | New |
| McMillan Office, Inc. | 267 | $43.9K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $43.6K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 260 | $42.8K | 0.03% | +260 | New |
| Byrne Asset Management LLC | 259 | $42.6K | 0.03% | −25−8.8% | Reduced |
| Opal Wealth Advisors, LLC | 258 | $42.5K | 0.01% | +258 | New |
| Elequin Capital LP | 252 | $41.5K | 0.00% | +252 | New |
| Plante Moran Financial Advisors, LLC | 250 | $41.2K | 0.00% | −435−63.5% | Reduced |
| RWM Asset Management, LLC | 250 | $41.1K | 0.00% | +250 | New |
| Quest 10 Wealth Builders, Inc. | 249 | $41.0K | 0.04% | +83+50.0% | Added |
| Arlington Trust Co LLC | 244 | $40.2K | 0.00% | +144+144.0% | Added |
| Hartford Financial Management Inc. | 243 | $40.0K | 0.01% | −26−9.7% | Reduced |
| Rossby Financial, LCC | 238 | $39.5K | 0.01% | +157+193.8% | Added |
| Eukles Asset Management | 239 | $39.3K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 236 | $38.8K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 235 | $38.0K | 0.01% | +19+8.8% | Added |
| Swiss Re Ltd | 230 | $37.9K | 0.23% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 217 | $35.7K | 0.02% | +108+99.1% | Added |
| Joseph Group Capital Management | 215 | $35.4K | 0.01% | +77+55.8% | Added |
| Davis Capital Management | 211 | $34.7K | 0.02% | −1−0.5% | Reduced |
| Gen-Wealth Partners Inc | 211 | $34.7K | 0.01% | +186+744.0% | Added |
| Wilkerson Advisory Group LLC | 210 | $34.6K | 0.01% | +83+65.4% | Added |
| Atomic Invest LLC | 214 | $33.9K | 0.02% | −34−13.7% | Reduced |
| 10Elms LLP | 202 | $33.2K | 0.02% | +65+47.4% | Added |
| Beaird Harris Wealth Management, LLC | 202 | $33.2K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $32.9K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $32.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 198 | $32.6K | 0.02% | −78,697−99.7% | Reduced |
| Broadwater Capital Management LLC | 183 | $32.5K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 194 | $31.9K | 0.01% | +7+3.7% | Added |
| Turim 21 Investimentos Ltda. | 194 | $31.9K | 0.01% | +194 | New |
| Highline Wealth Partners LLC | 192 | $31.7K | 0.01% | −68−26.2% | Reduced |
| Meeder Asset Management Inc | 188 | $30.9K | 0.00% | −49−20.7% | Reduced |
| Bayban | 188 | $30.9K | 0.03% | +79+72.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 185 | $30.4K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 183 | $30.2K | 0.02% | −59−24.4% | Reduced |
| Clark Wealth Partners | 183 | $30.1K | 0.02% | −4,583−96.2% | Reduced |
| Quarry LP | 180 | $29.6K | 0.01% | +115+176.9% | Added |
| Red Tortoise LLC | 176 | $29.0K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 176 | $29.0K | 0.01% | −26−12.9% | Reduced |
| Dunhill Financial, LLC | 175 | $28.9K | 0.01% | −15−7.9% | Reduced |
| Archer Investment Corp | 175 | $28.8K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 175 | $28.8K | 0.00% | +34+24.1% | Added |
| Horizon Financial Services, LLC | 174 | $28.6K | 0.01% | +104+148.6% | Added |
| Westside Investment Management, Inc. | 171 | $28.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 163 | $26.8K | 0.00% | +25+18.1% | Added |
| Breakwater Investment Management | 162 | $26.7K | 0.01% | +128+376.5% | Added |
| Lodestone Wealth Management LLC | 159 | $26.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $26.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $26.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $25.3K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 154 | $24.4K | 0.00% | +125+431.0% | Added |
| ZRC Wealth Management, LLC | 148 | $24.4K | 0.01% | +23+18.4% | Added |
| Raffa Wealth Management, LLC | 146 | $24.0K | 0.00% | +27+22.7% | Added |
| Essential Partners LLC | 143 | $23.6K | 0.01% | +27+23.3% | Added |
| Evolution Wealth Management Inc. | 143 | $23.5K | 0.02% | +140+4,666.7% | Added |
| Aspect Partners, LLC | 138 | $22.7K | 0.01% | −19−12.1% | Reduced |
| S&T Bank | 133 | $21.9K | 0.01% | +108+432.0% | Added |
| Security National Bank | 131 | $21.6K | 0.00% | +131 | New |
| Cedar Mountain Advisors, LLC | 130 | $21.4K | 0.00% | −841−86.6% | Reduced |
| Cornerstone National Bank & Trust Co | 127 | $21.1K | 0.01% | +77+154.0% | Added |
| Atwood & Palmer Inc | 127 | $20.9K | 0.00% | +42+49.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 126 | $20.7K | 0.01% | −775−86.0% | Reduced |