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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 8 | $1.00K | 0.00% | −82−91.1% | Reduced |
| NorthAvenue LLC | 6 | $988 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 5 | $970 | 0.00% | −95−95.0% | Reduced |
| Atlantic Private Wealth, LLC | 5 | $823 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $659 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $659 | 0.00% | +4 | New |
| Parallax Volatility Advisers, L.P. | 4 | $658 | 0.00% | −376,393−100.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $165 | 0.00% | −3−75.0% | Reduced |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 18 | – | – | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,069,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −410,395−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −269,418−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −114,545−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −96,700−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −78,762−100.0% | Sold out |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −73,231−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −69,387−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −62,200−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −50,818−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −46,839−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −46,769−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −42,400−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −35,689−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −34,433−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −33,993−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −33,211−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −28,600−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,107−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −24,649−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −22,703−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −21,563−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −20,851−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,281−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −16,453−100.0% | Sold out |
| St. Louis Financial Planners Asset Management, LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,032−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −13,873−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −23,603−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,254−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −10,670−100.0% | Sold out |
| Teucrium Investment Advisors, LLC | 0 | $0 | 0.00% | −9,144−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −7,931−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Integris Wealth Management, LLC | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Bolthouse Investments, LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Smithbridge Asset Management Inc | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Cordoba Advisory Partners LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Cascades Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,483−100.0% | Sold out |
| BankChampaign, National Association | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| TABR Capital Management, LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Avise Financial Cooperative, Inc. | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Flatrock Wealth Partners LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Argos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |