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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 59,293 | $9.76M | 0.02% | +1,743+3.0% | Added |
| Iowa State Bank | 59,071 | $9.72M | 1.79% | −531−0.9% | Reduced |
| GLOBALT Investments LLC | 59,057 | $9.72M | 0.35% | −2,082−3.4% | Reduced |
| Tradewinds, LLC. | 50,997 | $9.70M | 3.13% | −2,562−4.8% | Reduced |
| Coldstream Capital Management Inc | 58,794 | $9.68M | 0.12% | −9,512−13.9% | Reduced |
| Aquatic Capital Management LLC | 58,592 | $9.64M | 0.28% | +26,325+81.6% | Added |
| NatWest Group plc | 58,275 | $9.59M | 2.07% | −11,231−16.2% | Reduced |
| CAPROCK Group, Inc. | 58,264 | $9.59M | 0.23% | +39+0.1% | Added |
| Intact Investment Management Inc. | 58,100 | $9.56M | 0.27% | −400−0.7% | Reduced |
| Oppenheimer & Co Inc | 57,828 | $9.52M | 0.12% | −19,513−25.2% | Reduced |
| BW Gestao de Investimentos Ltda. | 57,756 | $9.50M | 0.42% | +10,811+23.0% | Added |
| Nordwand Advisors, LLC | 57,644 | $9.49M | 1.66% | +300+0.5% | Added |
| Prana Capital Management, LP | 57,609 | $9.48M | 0.29% | +57,609 | New |
| DuPont Capital Management Corp | 57,317 | $9.43M | 1.07% | −20,317−26.2% | Reduced |
| Advocate Group LLC | 57,172 | $9.41M | 1.47% | −4,112−6.7% | Reduced |
| Maryland State Retirement & Pension System | 57,043 | $9.39M | 0.19% | −369−0.6% | Reduced |
| Loomis Sayles & Co L P | 56,723 | $9.33M | 0.01% | +2,570+4.7% | Added |
| Parallel Advisors, LLC | 56,428 | $9.29M | 0.17% | +638+1.1% | Added |
| RSM US Wealth Management LLC | 56,131 | $9.24M | 0.11% | +2,829+5.3% | Added |
| New Mexico Educational Retirement Board | 56,110 | $9.23M | 0.28% | 00.0% | Unchanged |
| FJ Capital Management LLC | 56,089 | $9.23M | 1.04% | −18,670−25.0% | Reduced |
| Becker Capital Management Inc | 55,746 | $9.17M | 0.27% | −116−0.2% | Reduced |
| Old Second National Bank of Aurora | 55,551 | $9.14M | 1.89% | +2,791+5.3% | Added |
| Equitable Holdings, Inc. | 51,696 | $9.13M | 0.06% | +19,604+61.1% | Added |
| DCM Advisors, LLC | 61,023 | $9.04M | 4.11% | −6,886−10.1% | Reduced |
| Polar Capital Holdings Plc | 54,810 | $9.02M | 0.04% | −12,722−18.8% | Reduced |
| ING Groep NV | 54,640 | $8.99M | 0.05% | −2,212−3.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 53,799 | $8.85M | 0.52% | +53,799 | New |
| Groupe la Francaise | 53,631 | $8.83M | 0.12% | +2,453+4.8% | Added |
| Change Path, LLC | 52,743 | $8.68M | 0.20% | +18,252+52.9% | Added |
| Siemens Fonds Invest GmbH | 52,511 | $8.64M | 0.50% | −689−1.3% | Reduced |
| Union Bancaire Privee, UBP SA | 60,912 | $8.57M | 0.16% | −29,098−32.3% | Reduced |
| SevenBridge Financial Group, LLC | 44,661 | $8.53M | 1.34% | +1,201+2.8% | Added |
| Vise Technologies, Inc. | 47,986 | $8.52M | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 51,630 | $8.50M | 0.58% | +1,095+2.2% | Added |
| Private Wealth Partners, LLC | 51,336 | $8.45M | 0.65% | −462−0.9% | Reduced |
| Consolidated Investment Group LLC | 51,040 | $8.40M | 0.91% | +1,825+3.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 51,021 | $8.40M | 1.99% | −187−0.4% | Reduced |
| Diversified Trust Co | 50,992 | $8.39M | 0.16% | +120+0.2% | Added |
| Tower Research Capital LLC (TRC) | 50,968 | $8.39M | 0.22% | +5,072+11.1% | Added |
| First National Trust Co | 50,742 | $8.35M | 0.28% | +1,215+2.5% | Added |
| Independent Advisor Alliance | 50,622 | $8.33M | 0.09% | +11,876+30.7% | Added |
| Worm Capital, LLC | 48,922 | $8.05M | 6.17% | +2,064+4.4% | Added |
| Sarasin & Partners LLP | 48,495 | $7.98M | 0.10% | +876+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 48,358 | $7.96M | 0.18% | +1,922+4.1% | Added |
| United Capital Financial Advisers, LLC | 48,236 | $7.94M | 0.05% | +296+0.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 47,726 | $7.85M | 0.36% | +203+0.4% | Added |
| Joel Isaacson & Co., LLC | 47,621 | $7.84M | 0.26% | −988−2.0% | Reduced |
| Aureus Asset Management, LLC | 47,126 | $7.76M | 0.52% | −9,831−17.3% | Reduced |
| Hoey Investments, Inc | 47,031 | $7.74M | 1.14% | +1,179+2.6% | Added |
| Principal Securities, Inc. | 46,954 | $7.73M | 0.11% | +2,404+5.4% | Added |
| EP Wealth Advisors, LLC | 46,909 | $7.72M | 0.04% | +2,854+6.5% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 46,843 | $7.71M | 0.19% | −869−1.8% | Reduced |
| Sit Investment Associates Inc | 46,370 | $7.63M | 0.15% | +25,065+117.6% | Added |
| Cunning Capital Partners, LP | 45,796 | $7.54M | 3.83% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 45,775 | $7.53M | 0.24% | +11,488+33.5% | Added |
| Plato Investment Management Ltd | 45,493 | $7.49M | 0.50% | +6,477+16.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 45,431 | $7.48M | 1.09% | −1,772−3.8% | Reduced |
| Elk River Wealth Management, LLC | 45,424 | $7.48M | 1.24% | −1,880−4.0% | Reduced |
| Gotham Asset Management, LLC | 45,234 | $7.44M | 0.02% | +328+0.7% | Added |
| Principal Street Partners, LLC | 45,088 | $7.42M | 1.21% | −5,198−10.3% | Reduced |
| White Pine Investment CO | 44,966 | $7.40M | 1.72% | −6,369−12.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,887 | $7.39M | 0.04% | −66,928−59.9% | Reduced |
| Sienna Gestion | 46,245 | $7.38M | 0.48% | +46,245 | New |
| Xcel Wealth Management, LLC | 44,745 | $7.36M | 2.05% | −4,315−8.8% | Reduced |
| Occidental Asset Management, LLC | 44,436 | $7.31M | 0.87% | +826+1.9% | Added |
| Metis Global Partners, LLC | 44,302 | $7.29M | 0.18% | −4,877−9.9% | Reduced |
| Savant Capital, LLC | 44,108 | $7.26M | 0.04% | +7,368+20.1% | Added |
| Greystone Financial Group, LLC | 44,070 | $7.25M | 2.05% | −36,515−45.3% | Reduced |
| Inspire Trust Co, N.A. | 44,000 | $7.24M | 1.12% | +7,981+22.2% | Added |
| Trajan Wealth LLC | 43,998 | $7.24M | 0.31% | +1,620+3.8% | Added |
| Saudi Central Bank | 43,823 | $7.21M | 0.15% | +43,823 | New |
| Cercano Management LLC | 43,762 | $7.20M | 0.31% | +40,950+1,456.3% | Added |
| Hudson Valley Investment Advisors Inc | 43,748 | $7.20M | 0.93% | −8,640−16.5% | Reduced |
| Fundamentun, LLC | 43,669 | $7.19M | 0.29% | −8,457−16.2% | Reduced |
| Perigon Wealth Management, LLC | 43,544 | $7.17M | 0.13% | +934+2.2% | Added |
| Stenger Family Office, LLC | 43,495 | $7.16M | 1.30% | +1,840+4.4% | Added |
| La Banque Postale Asset Management SA | 43,138 | $7.10M | 0.10% | −63,742−59.6% | Reduced |
| Horizon Investments, LLC | 43,217 | $7.07M | 0.08% | +236+0.5% | Added |
| Madison Asset Management, LLC | 42,790 | $7.04M | 0.09% | −58,318−57.7% | Reduced |
| Hennessy Advisors Inc | 42,700 | $7.03M | 0.25% | −4,300−9.1% | Reduced |
| Socorro Asset Management LP | 42,673 | $7.02M | 3.18% | −20,562−32.5% | Reduced |
| Summit Financial, LLC | 42,501 | $6.99M | 0.09% | −2,667−5.9% | Reduced |
| First Citizens Bank & Trust Co | 42,430 | $6.98M | 0.15% | +28,656+208.0% | Added |
| Nomura Holdings Inc | 42,396 | $6.98M | 0.06% | −49,536−53.9% | Reduced |
| SRS Capital Advisors, Inc. | 42,271 | $6.96M | 0.20% | +9,688+29.7% | Added |
| Tokio Marine Asset Management Co Ltd | 42,201 | $6.95M | 0.25% | +1,657+4.1% | Added |
| Ameritas Investment Partners, Inc. | 42,133 | $6.93M | 0.21% | −1,421−3.3% | Reduced |
| Greenwood Capital Associates LLC | 41,992 | $6.91M | 0.76% | −13,814−24.8% | Reduced |
| SkyOak Wealth, LLC | 41,878 | $6.89M | 1.26% | −153−0.4% | Reduced |
| Brentview Investment Management LLC | 41,800 | $6.88M | 2.97% | +1,723+4.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,775 | $6.87M | 1.08% | +1,316+3.3% | Added |
| LMCG Investments, LLC | 41,702 | $6.86M | 0.41% | −37,062−47.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 41,540 | $6.84M | 0.27% | −1,365−3.2% | Reduced |
| City Holding Co | 41,498 | $6.83M | 0.85% | −932−2.2% | Reduced |
| Polar Asset Management Partners Inc. | 41,495 | $6.83M | 0.16% | −23,605−36.3% | Reduced |
| Quantbot Technologies LP | 41,300 | $6.80M | 0.28% | +33,563+433.8% | Added |
| K.J. Harrison & Partners Inc | 40,731 | $6.70M | 1.10% | +13,022+47.0% | Added |
| Sowell Financial Services LLC | 40,467 | $6.66M | 0.25% | +9,671+31.4% | Added |
| Ritholtz Wealth Management | 40,200 | $6.62M | 0.11% | +1,848+4.8% | Added |