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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 124 | $20.4K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 122 | $20.1K | 0.00% | +6+5.2% | Added |
| Penserra Capital Management LLC | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 120 | $19.7K | 0.00% | +120 | New |
| Kentucky Trust Co | 119 | $19.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 117 | $19.3K | 0.00% | +5+4.5% | Added |
| Kingdom Financial Group LLC. | 116 | $19.1K | 0.01% | +65+127.5% | Added |
| Lloyd Advisory Services, LLC. | 116 | $19.1K | 0.01% | +116 | New |
| LGT Financial Advisors LLC | 116 | $19.1K | 0.10% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 114 | $18.8K | 0.02% | −770−87.1% | Reduced |
| Seneschal Advisors, LLC | 111 | $18.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 96 | $18.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 110 | $18.1K | 0.00% | −3−2.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 109 | $17.9K | 0.00% | +21+23.9% | Added |
| Rialto Wealth Management, LLC | 108 | $17.8K | 0.00% | +74+217.6% | Added |
| Park Square Financial Group, LLC | 108 | $17.8K | 0.13% | −140−56.5% | Reduced |
| Westend Capital Management, LLC | 105 | $17.3K | 0.01% | −2−1.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 104 | $17.0K | 0.00% | −106−50.5% | Reduced |
| Gables Capital Management Inc. | 103 | $17.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 99 | $16.3K | 0.00% | +17+20.7% | Added |
| Morton Brown Family Wealth, LLC | 98 | $16.1K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 96 | $15.8K | 0.01% | +1+1.1% | Added |
| Valued Wealth Advisors LLC | 96 | $15.8K | 0.01% | −34−26.2% | Reduced |
| Principia Wealth Advisory, LLC | 95 | $15.6K | 0.01% | +4+4.4% | Added |
| Colonial Trust Advisors | 93 | $15.3K | 0.00% | +47+102.2% | Added |
| Darwin Advisors, LLC | 91 | $15.1K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 92 | $15.0K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 91 | $15.0K | 0.00% | +91 | New |
| Hughes Financial Services, LLC | 88 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 87 | $14.3K | 0.00% | +47+117.5% | Added |
| Retirement Wealth Solutions LLC | 85 | $14.0K | 0.01% | +40+88.9% | Added |
| Pacifica Partners Inc. | 82 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 80 | $13.2K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 79 | $13.0K | 0.01% | +79 | New |
| Cherry Tree Wealth Management, LLC | 78 | $12.8K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 77 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 77 | $12.7K | 0.00% | +10+14.9% | Added |
| Country Trust Bank | 76 | $12.5K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 66 | $12.4K | 0.43% | +15+29.4% | Added |
| Evermay Wealth Management LLC | 73 | $12.0K | 0.00% | +54+284.2% | Added |
| Creative Capital Management Investments LLC | 72 | $11.8K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 71 | $11.7K | 0.01% | +71 | New |
| Clayton Financial Group LLC | 67 | $11.0K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 66 | $10.9K | 0.00% | +66 | New |
| TD Capital Management LLC | 61 | $10.1K | 0.00% | −14−18.7% | Reduced |
| Front Row Advisors LLC | 60 | $9.87K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 60 | $9.82K | 0.01% | +1+1.7% | Added |
| Richardson Capital Management LLC | 59 | $9.71K | 0.00% | +50+555.6% | Added |
| Carolina Wealth Advisors, LLC | 58 | $9.54K | 0.00% | −15−20.5% | Reduced |
| Holos Integrated Wealth LLC | 56 | $9.43K | 0.00% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 56 | $9.27K | 0.01% | +56 | New |
| Your Advocates Ltd., LLP | 56 | $9.22K | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 55 | $9.05K | 0.00% | +55 | New |
| Marquette Asset Management, LLC | 53 | $8.72K | 0.00% | −179−77.2% | Reduced |
| Financial Perspectives, Inc | 51 | $8.45K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 51 | $8.42K | 0.00% | +30+142.9% | Added |
| MPWM Advisory Solutions, LLC | 51 | $8.39K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 51 | $8.39K | 0.00% | +51 | New |
| Tidemark, LLC | 50 | $8.23K | 0.00% | −15−23.1% | Reduced |
| Sfam, LLC | 50 | $8.23K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 47 | $7.74K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 46 | $7.57K | 0.00% | −41−47.1% | Reduced |
| Signature Resources Capital Management, LLC | 45 | $7.41K | 0.00% | −5−10.0% | Reduced |
| Godfrey Financial Associates, Inc. | 44 | $7.24K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 44 | $7.24K | 0.00% | +1+2.3% | Added |
| IMG Wealth Management, Inc. | 41 | $6.75K | 0.00% | −65−61.3% | Reduced |
| Sankala Group LLC | 42 | $6.73K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 40 | $6.58K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 39 | $6.42K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 38 | $6.31K | 0.00% | +38 | New |
| Torren Management, LLC | 37 | $6.17K | 0.00% | −288−88.6% | Reduced |
| LM Advisors LLC | 1,007 | $6.12K | 0.12% | −79−7.3% | Reduced |
| Costello Asset Management, INC | 36 | $5.92K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $5.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 32 | $5.27K | 0.00% | −470−93.6% | Reduced |
| Ameriflex Group, Inc. | 31 | $5.13K | 0.00% | +1+3.3% | Added |
| Osbon Capital Management LLC | 30 | $4.94K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $4.94K | 0.00% | +30 | New |
| Strategic Advocates LLC | 29 | $4.77K | 0.02% | −21−42.0% | Reduced |
| Bard Associates Inc | 27 | $4.44K | 0.00% | +27 | New |
| Acima Private Wealth, LLC | 26 | $4.28K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 23 | $3.79K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $3.29K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 19 | $3.20K | 0.00% | −41−68.3% | Reduced |
| Longview Financial Advisors, Inc. | 19 | $3.15K | 0.00% | +19 | New |
| Coston, McIsaac & Partners | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 16 | $2.63K | 0.01% | −79−83.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $2.47K | 0.00% | +15 | New |
| Clean Yield Group | 14 | $2.30K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $2.14K | 0.00% | −3−18.8% | Reduced |
| DecisionPoint Financial, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 12 | $1.98K | 0.00% | +1+9.1% | Added |
| Vision Retirement, LLC | 12 | $1.98K | 0.00% | +12 | New |
| Chelsea Counsel Co | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.49K | 0.00% | −167−94.9% | Reduced |