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; 2,746 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
- 2,514
- +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
- 941 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 | 2,746 | $281.7B |
| Q1 2026 | 2,514 | $218.0B |
| Q4 2025 | 2,533 | $239.4B |
| Q3 2025 | 2,266 | $211.9B |
| Q2 2025 | 2,209 | $190.6B |
| Q1 2025 | 2,104 | $159.1B |
| Q4 2024 | 2,118 | $170.9B |
| Q3 2024 | 1,875 | $141.1B |
| Q2 2024 | 1,829 | $131.2B |
| Q1 2024 | 1,799 | $127.8B |
| Q4 2023 | 1,761 | $128.3B |
| Q3 2023 | 1,671 | $112.7B |
| Q2 2023 | 1,689 | $118.7B |
| Q1 2023 | 1,674 | $124.1B |
| Q4 2022 | 1,682 | $120.2B |
| Q3 2022 | 1,586 | $112.7B |
| Q2 2022 | 1,607 | $109.6B |
| Q1 2022 | 1,673 | $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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 106,857 | $17.6M | 0.25% | +100,272+1,522.7% | Added |
| Nixon Peabody Trust Co | 105,390 | $17.3M | 1.38% | −6,318−5.7% | Reduced |
| Aptus Capital Advisors, LLC | 104,307 | $17.2M | 0.14% | −150,004−59.0% | Reduced |
| New Republic Capital, LLC | 104,015 | $17.1M | 5.77% | −265−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 103,158 | $17.0M | 0.16% | −17,299−14.4% | Reduced |
| BTC Capital Management, Inc. | 102,546 | $16.9M | 1.14% | −4,404−4.1% | Reduced |
| Investment Management Corp of Ontario | 102,332 | $16.8M | 0.22% | +2,872+2.9% | Added |
| Panagora Asset Management Inc | 102,296 | $16.8M | 0.06% | −105,030−50.7% | Reduced |
| Bokf, NA | 101,153 | $16.6M | 0.25% | −4,177−4.0% | Reduced |
| Merit Financial Group, LLC | 100,237 | $16.5M | 0.12% | +11,813+13.4% | Added |
| IMC-Chicago, LLC | 98,629 | $16.2M | 0.25% | +68,302+225.2% | Added |
| American Assets Investment Management, LLC | 132,000 | $16.1M | 1.10% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 97,464 | $16.0M | 1.15% | −5,334−5.2% | Reduced |
| GW Henssler & Associates Ltd | 95,538 | $15.7M | 0.74% | −626−0.7% | Reduced |
| Viking Fund Management LLC | 95,000 | $15.6M | 1.60% | +5,000+5.6% | Added |
| Howe & Rusling Inc | 94,646 | $15.6M | 1.02% | −2,654−2.7% | Reduced |
| Connors Investor Services Inc | 93,350 | $15.4M | 1.42% | −39,013−29.5% | Reduced |
| Baxter Bros Inc | 93,208 | $15.3M | 1.89% | −1,893−2.0% | Reduced |
| Fiduciary Alliance LLC | 79,791 | $15.3M | 0.92% | −18,818−19.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 92,060 | $15.2M | 0.86% | +78,474+577.6% | Added |
| DJE Kapital AG | 93,386 | $15.1M | 0.34% | −420,469−81.8% | Reduced |
| Gulf International Bank (UK) Ltd | 91,764 | $15.1M | 0.34% | +30,885+50.7% | Added |
| Allworth Financial LP | 91,496 | $15.1M | 0.06% | +7,007+8.3% | Added |
| Optiver Holding B.V. | 90,811 | $14.9M | 0.57% | +73,489+424.3% | Added |
| Interval Partners, LP | 90,802 | $14.9M | 0.51% | −35,523−28.1% | Reduced |
| Calamos Wealth Management LLC | 89,881 | $14.8M | 0.51% | +2,294+2.6% | Added |
| KTF Investments, LLC | 89,686 | $14.8M | 2.53% | −129−0.1% | Reduced |
| Allianz SE | 88,907 | $14.6M | 0.16% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 88,413 | $14.6M | 0.08% | −139,938−61.3% | Reduced |
| Avanza Fonder AB | 88,348 | $14.5M | 0.40% | −544−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 88,015 | $14.5M | 0.72% | +448+0.5% | Added |
| Omers Administration Corp | 87,785 | $14.4M | 0.09% | +15,669+21.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 87,565 | $14.4M | 0.27% | +87,565 | New |
| Brinker Capital Investments, LLC | 87,343 | $14.4M | 0.12% | −5,791−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 86,642 | $14.3M | 0.07% | −15,064−14.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 86,138 | $14.2M | 0.57% | +6,947+8.8% | Added |
| OpenArc Corporate Advisory, LLC | 85,953 | $14.1M | 0.20% | +15,985+22.8% | Added |
| Kinneret Advisory, LLC | 85,516 | $14.1M | 1.33% | −3,792−4.2% | Reduced |
| Edgestream Partners, L.P. | 85,059 | $14.0M | 0.46% | +28,051+49.2% | Added |
| Advisors Asset Management, Inc. | 84,909 | $14.0M | 0.23% | +6,712+8.6% | Added |
| Level Four Advisory Services, LLC | 84,685 | $13.9M | 0.46% | +5,614+7.1% | Added |
| Hartline Investment Corp | 83,337 | $13.7M | 1.51% | +1,435+1.8% | Added |
| Vident Advisory, LLC | 83,168 | $13.7M | 0.12% | +10,712+14.8% | Added |
| J. Safra Sarasin Holding AG | 82,993 | $13.6M | 0.23% | +60,032+261.5% | Added |
| Rockland Trust Co | 82,129 | $13.5M | 0.54% | +1,570+1.9% | Added |
| Intech Investment Management LLC | 80,856 | $13.3M | 0.13% | +9,181+12.8% | Added |
| German American Bancorp, Inc. | 80,737 | $13.3M | 1.14% | +85+0.1% | Added |
| Banque Cantonale Vaudoise | 79,614 | $13.1M | 0.49% | +126+0.2% | Added |
| Eagle Capital Management LLC | 79,588 | $13.1M | 0.04% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 79,292 | $13.0M | 0.15% | −5,656−6.7% | Reduced |
| Osmosis Investment Management UK Ltd | 78,453 | $12.9M | 0.35% | −13,765−14.9% | Reduced |
| Private Advisor Group, LLC | 77,813 | $12.8M | 0.06% | −4,161−5.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 77,770 | $12.8M | 0.30% | +19,520+33.5% | Added |
| Toroso Investments, LLC | 75,950 | $12.5M | 0.04% | +15,433+25.5% | Added |
| McGuire Investment Group, LLC | 75,892 | $12.5M | 1.41% | −5,100−6.3% | Reduced |
| Shelton Capital Management | 75,237 | $12.4M | 0.27% | −88,142−53.9% | Reduced |
| Oliver Luxxe Assets LLC | 75,043 | $12.3M | 1.85% | −768−1.0% | Reduced |
| Mediolanum International Funds Ltd | 77,374 | $12.3M | 0.13% | +4,129+5.6% | Added |
| Vestmark Advisory Solutions, Inc. | 74,449 | $12.3M | 0.14% | +9,018+13.8% | Added |
| Venture Visionary Partners LLC | 74,311 | $12.2M | 0.41% | +8,118+12.3% | Added |
| Atria Investments LLC | 74,105 | $12.2M | 0.14% | +2,368+3.3% | Added |
| Norinchukin Bank, The | 73,357 | $12.1M | 0.14% | −205−0.3% | Reduced |
| Simplex Trading, LLC | 73,071 | $12.0M | 0.37% | +5,845+8.7% | Added |
| Mizuho Securities USA LLC | 72,732 | $12.0M | 0.28% | −15,218−17.3% | Reduced |
| Wesbanco Bank Inc | 72,621 | $12.0M | 0.33% | −3,050−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 71,372 | $11.7M | 3.42% | −56−0.1% | Reduced |
| Leuthold Group, LLC | 71,004 | $11.7M | 1.24% | +975+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 70,947 | $11.7M | 0.69% | −3,150−4.3% | Reduced |
| Strategic Planning Group, LLC | 70,639 | $11.6M | 1.63% | −5,029−6.6% | Reduced |
| Park Avenue Securities LLC | 69,995 | $11.5M | 0.09% | +1,983+2.9% | Added |
| D.A. Davidson & Co. | 69,474 | $11.4M | 0.07% | −565−0.8% | Reduced |
| Liontrust Investment Partners LLP | 69,423 | $11.4M | 0.20% | +7,581+12.3% | Added |
| Massmutual Trust Co FSB | 69,357 | $11.4M | 0.31% | −10,530−13.2% | Reduced |
| Cinctive Capital Management LP | 69,001 | $11.4M | 0.75% | −11,990−14.8% | Reduced |
| Hartford Investment Management Co | 68,679 | $11.3M | 0.36% | −1,147−1.6% | Reduced |
| Empirical Finance, LLC | 68,648 | $11.3M | 0.53% | +2,224+3.3% | Added |
| Allstate Corp | 68,194 | $11.2M | 0.12% | −22,719−25.0% | Reduced |
| New Age Alpha Advisors, LLC | 67,851 | $11.2M | 0.52% | −1,764−2.5% | Reduced |
| Alley Investment Management Company, LLC | 67,832 | $11.2M | 1.36% | −702−1.0% | Reduced |
| Think Investments LP | 67,800 | $11.2M | 1.50% | +67,800 | New |
| Jupiter Wealth Management LLC | 57,257 | $11.1M | 4.39% | +1,569+2.8% | Added |
| Cyndeo Wealth Partners, LLC | 66,832 | $11.0M | 0.58% | −26,737−28.6% | Reduced |
| Burns J W & Co Inc | 65,968 | $10.9M | 1.24% | −459−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 65,909 | $10.8M | 0.41% | −2,400−3.5% | Reduced |
| Eastern Bank | 65,767 | $10.8M | 0.19% | +57,908+736.8% | Added |
| Citizens Financial Group Inc | 65,709 | $10.8M | 0.15% | −5,992−8.4% | Reduced |
| Guggenheim Capital LLC | 64,912 | $10.7M | 0.09% | +5,849+9.9% | Added |
| Hourglass Capital, LLC | 64,100 | $10.5M | 2.20% | −6,050−8.6% | Reduced |
| Emerald Investment Advisers, LLC | 63,315 | $10.4M | 0.94% | +63,315 | New |
| Baugh & Associates, LLC | 63,063 | $10.4M | 4.48% | +1,041+1.7% | Added |
| Concurrent Investment Advisors, LLC | 62,689 | $10.3M | 0.11% | −13,649−17.9% | Reduced |
| Louisiana State Employees Retirement System | 61,300 | $10.1M | 0.18% | −400−0.6% | Reduced |
| Walleye Capital LLC | 60,902 | $10.0M | 0.06% | −39,988−39.6% | Reduced |
| Laird Norton Trust Company, LLC | 60,722 | $9.99M | 0.22% | +438+0.7% | Added |
| Sterling Capital Management LLC | 60,704 | $9.99M | 0.19% | +8,170+15.6% | Added |
| Pacer Advisors, Inc. | 60,264 | $9.92M | 0.03% | −34,480−36.4% | Reduced |
| Albion Financial Group | 59,866 | $9.85M | 0.64% | −967−1.6% | Reduced |
| Trifecta Capital Advisors, LLC | 59,570 | $9.80M | 1.52% | +1,422+2.4% | Added |
| Montag A & Associates Inc | 59,539 | $9.80M | 0.46% | −2,638−4.2% | Reduced |
| Ballentine Partners, LLC | 59,337 | $9.77M | 0.14% | +110.0% | Added |