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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 40,117 | $6.60M | 0.17% | −2,200−5.2% | Reduced |
| Geremia Financial Services, LLC | 40,000 | $6.58M | 5.36% | +40,000 | New |
| Stokes Capital Advisors, LLC | 39,573 | $6.51M | 1.46% | +19,378+96.0% | Added |
| Capital Investment Counsel, LLC | 39,314 | $6.47M | 0.89% | +1,779+4.7% | Added |
| Stolper Co | 17,442 | $6.46M | 2.13% | −7,402−29.8% | Reduced |
| Linscomb & Williams, Inc. | 39,121 | $6.44M | 0.29% | −10,267−20.8% | Reduced |
| Morangie Management LLC | 38,783 | $6.38M | 5.87% | +1,734+4.7% | Added |
| Beacon Pointe Advisors, LLC | 38,756 | $6.38M | 0.03% | +13,699+54.7% | Added |
| V-Square Quantitative Management LLC | 38,710 | $6.37M | 0.67% | −315−0.8% | Reduced |
| Sciencast Management LP | 38,646 | $6.36M | 0.81% | +5,727+17.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,496 | $6.34M | 0.10% | −98−0.3% | Reduced |
| Quadrant Capital Group LLC | 38,460 | $6.33M | 0.19% | +114+0.3% | Added |
| Van Eck Associates Corp | 38,457 | $6.33M | 0.00% | −4,377−10.2% | Reduced |
| Graham Capital Management, L.P. | 38,133 | $6.28M | 0.21% | +38,133 | New |
| Frank, Rimerman Advisors LLC | 38,048 | $6.26M | 0.41% | +45+0.1% | Added |
| Cypress Financial Planning LLC | 37,745 | $6.21M | 1.73% | +24+0.1% | Added |
| Advisory Services Network, LLC | 37,320 | $6.14M | 0.08% | +323+0.9% | Added |
| Simon Quick Advisors, LLC | 37,126 | $6.11M | 0.28% | +2,143+6.1% | Added |
| Algert Global LLC | 36,914 | $6.07M | 0.09% | +36,914 | New |
| Callan Family Office, LLC | 36,672 | $6.04M | 0.14% | −2,498−6.4% | Reduced |
| Dynamic Advisor Solutions LLC | 36,432 | $6.00M | 0.19% | +2,534+7.5% | Added |
| Clearstead Advisors, LLC | 36,410 | $5.99M | 0.05% | −4,946−12.0% | Reduced |
| Caisse des Depots Et Consignations | 36,371 | $5.99M | 0.10% | −2,307−6.0% | Reduced |
| Catalytic Wealth RIA, LLC | 35,982 | $5.92M | 0.25% | +208+0.6% | Added |
| Stock Yards Bank & Trust Co | 35,686 | $5.87M | 0.18% | −1,195−3.2% | Reduced |
| Brasada Capital Management, LP | 35,100 | $5.85M | 1.07% | +61+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 35,272 | $5.80M | 0.20% | −1,277−3.5% | Reduced |
| GAMMA Investing LLC | 35,107 | $5.78M | 0.27% | +2,013+6.1% | Added |
| Cary Street Partners Financial LLC | 34,993 | $5.76M | 0.14% | −2,515−6.7% | Reduced |
| Brown Brothers Harriman & Co | 34,887 | $5.74M | 0.03% | +6,095+21.2% | Added |
| Sandy Cove Advisors, LLC | 34,799 | $5.73M | 1.71% | +44+0.1% | Added |
| Cresset Asset Management, LLC | 34,688 | $5.71M | 0.02% | +2,443+7.6% | Added |
| Carret Asset Management, LLC | 34,481 | $5.67M | 0.56% | +150.0% | Added |
| Bleakley Financial Group, LLC | 34,425 | $5.67M | 0.09% | +873+2.6% | Added |
| S&CO Inc | 34,302 | $5.64M | 0.35% | −840−2.4% | Reduced |
| Summit Trail Advisors, LLC | 34,212 | $5.63M | 0.08% | +9,562+38.8% | Added |
| NBC Securities, Inc. | 34,184 | $5.63M | 0.42% | −1,800−5.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 34,174 | $5.62M | 0.29% | +3,000+9.6% | Added |
| KMG Fiduciary Partners, LLC | 34,061 | $5.61M | 0.41% | +115+0.3% | Added |
| Highland Capital Management, LLC | 34,040 | $5.60M | 0.30% | −370−1.1% | Reduced |
| EFG International AG | 33,943 | $5.58M | 0.12% | +4,033+13.5% | Added |
| Fidelis Capital Partners, LLC | 33,905 | $5.58M | 0.40% | +3,423+11.2% | Added |
| Hillsdale Investment Management Inc. | 33,720 | $5.55M | 0.15% | +11,210+49.8% | Added |
| Diamond Hill Capital Management Inc | 33,691 | $5.54M | 0.03% | −66,731−66.5% | Reduced |
| Integrated Wealth Concepts LLC | 33,688 | $5.54M | 0.04% | +12,252+57.2% | Added |
| Financial Advisory Partners, LLC | 33,414 | $5.50M | 1.55% | −649−1.9% | Reduced |
| Adell Harriman & Carpenter Inc | 33,367 | $5.49M | 0.34% | +160+0.5% | Added |
| North Dakota State Investment Board | 33,363 | $5.49M | 0.24% | −6,079−15.4% | Reduced |
| Compagnie Lombard Odier SCmA | 33,121 | $5.45M | 0.07% | −979−2.9% | Reduced |
| South State Corp. | 33,004 | $5.43M | 0.25% | +1,127+3.5% | Added |
| Union Heritage Capital, LLC | 32,814 | $5.40M | 2.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 32,667 | $5.38M | 0.24% | −169−0.5% | Reduced |
| Securian Asset Management, Inc | 32,637 | $5.37M | 0.21% | −207−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 32,636 | $5.37M | 0.26% | −523,992−94.1% | Reduced |
| Hamilton Capital Partners Inc. | 32,483 | $5.35M | 0.18% | −1,083−3.2% | Reduced |
| Scholtz & Company, LLC | 32,427 | $5.34M | 2.73% | +208+0.6% | Added |
| Everence Capital Management Inc | 32,291 | $5.31M | 0.32% | 00.0% | Unchanged |
| Sigma Planning Corp | 32,155 | $5.29M | 0.15% | +130.0% | Added |
| CoreCap Advisors, LLC | 32,081 | $5.28M | 0.18% | +467+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 32,036 | $5.27M | 0.06% | −1,833−5.4% | Reduced |
| Salem Investment Counselors Inc | 31,466 | $5.18M | 0.15% | +561+1.8% | Added |
| Capital Asset Advisory Services LLC | 26,848 | $5.12M | 0.20% | +2,277+9.3% | Added |
| Core Alternative Capital | 31,074 | $5.11M | 1.51% | −2,202−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 31,032 | $5.11M | 0.21% | +737+2.4% | Added |
| Bright Rock Capital Management, LLC | 31,000 | $5.10M | 1.01% | +15,000+93.8% | Added |
| Vertrix Wealth Management, LLC | 30,880 | $5.08M | 1.87% | +30,880 | New |
| Torray LLC | 30,832 | $5.07M | 0.74% | −306−1.0% | Reduced |
| Glass Wealth Management Co LLC | 30,819 | $5.07M | 1.97% | +850+2.8% | Added |
| Sculati Wealth Management, LLC | 30,797 | $5.07M | 1.87% | −349−1.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 30,752 | $5.06M | 0.02% | +30,752 | New |
| Financial Advisory Service, Inc. | 30,482 | $5.02M | 0.31% | +1,310+4.5% | Added |
| HCR Wealth Advisors | 30,423 | $5.01M | 0.52% | −73−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,309 | $4.99M | 0.34% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 30,193 | $4.97M | 2.44% | −808−2.6% | Reduced |
| Benjamin Edwards Inc | 30,007 | $4.94M | 0.05% | +1,787+6.3% | Added |
| Dana Investment Advisors, Inc. | 29,916 | $4.92M | 0.15% | −763−2.5% | Reduced |
| Glenview Trust Co | 29,899 | $4.92M | 0.08% | −4,293−12.6% | Reduced |
| Smith, Salley & Associates | 29,545 | $4.86M | 0.24% | +1,707+6.1% | Added |
| Farther Finance Advisors, LLC | 29,238 | $4.86M | 0.05% | −506−1.7% | Reduced |
| Signaturefd, LLC | 29,515 | $4.86M | 0.07% | +1,235+4.4% | Added |
| 1832 Asset Management L.P. | 29,361 | $4.83M | 0.01% | −1,271,163−97.7% | Reduced |
| Great Valley Advisor Group, Inc. | 29,185 | $4.80M | 0.09% | −17,638−37.7% | Reduced |
| Commerzbank Aktiengesellschaft | 29,168 | $4.80M | 0.10% | −4,904−14.4% | Reduced |
| Mattson Financial Services, LLC | 29,166 | $4.80M | 1.15% | −65−0.2% | Reduced |
| Los Angeles Capital Management LLC | 29,154 | $4.80M | 0.02% | +23,600+424.9% | Added |
| Integrated Advisors Network LLC | 29,061 | $4.78M | 0.25% | −16,856−36.7% | Reduced |
| Stephens Inc | 28,832 | $4.74M | 0.06% | +140+0.5% | Added |
| Americana Partners, LLC | 28,673 | $4.72M | 0.12% | +431+1.5% | Added |
| Pensionmark Financial Group, LLC | 28,555 | $4.70M | 0.08% | +417+1.5% | Added |
| Amica Mutual Insurance Co | 28,530 | $4.70M | 0.40% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 28,508 | $4.69M | 0.08% | +143+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,459 | $4.68M | 0.09% | +2,008+7.6% | Added |
| Cito Capital Group, LLC | 28,455 | $4.68M | 1.44% | −4,500−13.7% | Reduced |
| Mayflower Financial Advisors, LLC | 28,311 | $4.66M | 0.57% | −8,999−24.1% | Reduced |
| Lincluden Management Ltd | 28,279 | $4.65M | 0.50% | +1,857+7.0% | Added |
| Greenleaf Trust | 28,243 | $4.65M | 0.05% | +680+2.5% | Added |
| Capstone Investment Advisors, LLC | 28,203 | $4.64M | 0.04% | +21,102+297.2% | Added |
| Capital Group Private Client Services, Inc. | 28,068 | $4.62M | 0.08% | −6,736−19.4% | Reduced |
| Northwest Bancshares, Inc. | 27,845 | $4.58M | 0.91% | −537−1.9% | Reduced |
| Meyer Handelman Co | 27,338 | $4.50M | 0.14% | 00.0% | Unchanged |