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 |
|---|---|---|---|---|---|
| Central Trust Co | 27,308 | $4.49M | 0.09% | −348−1.3% | Reduced |
| Griffin Asset Management, Inc. | 27,251 | $4.48M | 0.51% | +714+2.7% | Added |
| Hodges Capital Management Inc. | 27,168 | $4.47M | 0.37% | −25−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 27,006 | $4.44M | 0.05% | +1,014+3.9% | Added |
| CBOE Vest Financial, LLC | 26,951 | $4.44M | 0.05% | −1,318−4.7% | Reduced |
| Arkadios Wealth Advisors | 26,947 | $4.43M | 0.07% | +175+0.7% | Added |
| Rossmore Private Capital | 26,615 | $4.38M | 0.39% | +491+1.9% | Added |
| BOCHK Asset Management Ltd | 26,600 | $4.38M | 0.91% | +19,500+274.6% | Added |
| AssuredPartners Investment Advisors, LLC | 26,220 | $4.37M | 0.48% | +24,710+1,636.4% | Added |
| Next Level Private LLC | 26,393 | $4.34M | 0.98% | +51+0.2% | Added |
| Dimension Capital Management LLC | 26,281 | $4.33M | 0.61% | +110.0% | Added |
| Exchange Traded Concepts, LLC | 26,275 | $4.32M | 0.03% | +1,429+5.8% | Added |
| Hedeker Wealth, LLC | 26,232 | $4.32M | 0.91% | +26,232 | New |
| Bartlett & Co. Wealth Management LLC | 22,752 | $4.30M | 0.05% | +346+1.5% | Added |
| Palisade Asset Management, LLC | 26,056 | $4.29M | 0.43% | +249+1.0% | Added |
| Walleye Trading LLC | 25,940 | $4.27M | 0.09% | −8,580−24.9% | Reduced |
| We Are One Seven, LLC | 25,852 | $4.25M | 0.09% | +283+1.1% | Added |
| First National Bank of Omaha | 25,722 | $4.23M | 0.13% | −462−1.8% | Reduced |
| Fulton Bank, N.A. | 25,709 | $4.23M | 0.15% | +1,467+6.1% | Added |
| Culbertson A N & Co Inc | 25,673 | $4.23M | 0.55% | +290+1.1% | Added |
| Trilogy Capital Inc. | 25,515 | $4.20M | 0.19% | +501+2.0% | Added |
| TD Private Client Wealth LLC | 25,366 | $4.17M | 0.09% | −176−0.7% | Reduced |
| Bradyco, Inc. | 25,328 | $4.17M | 3.23% | 00.0% | Unchanged |
| Patten & Patten Inc | 25,259 | $4.16M | 0.25% | −100−0.4% | Reduced |
| Lighthouse Financial Services Inc | 22,620 | $4.15M | 0.94% | −489−2.1% | Reduced |
| Burney Co | 25,077 | $4.13M | 0.13% | −11,323−31.1% | Reduced |
| Truvestments Capital LLC | 25,003 | $4.11M | 0.74% | −1,022−3.9% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $4.11M | 0.25% | −61−0.2% | Reduced |
| JBF Capital, Inc. | 25,000 | $4.11M | 0.61% | +25,000 | New |
| Trust Co of Toledo NA | 24,966 | $4.11M | 0.39% | +72+0.3% | Added |
| Ramirez Asset Management, Inc. | 24,732 | $4.07M | 0.49% | +886+3.7% | Added |
| Krilogy Financial LLC | 21,558 | $4.04M | 0.13% | +3,080+16.7% | Added |
| LSV Asset Management | 24,302 | $4.00M | 0.01% | +75+0.3% | Added |
| Myriad Asset Management Advisors LLC | 24,277 | $4.00M | 1.18% | −4,243−14.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $3.95M | 0.87% | +24,000 | New |
| Northeast Investment Management | 23,939 | $3.94M | 0.16% | 00.0% | Unchanged |
| Vestcor Inc | 23,926 | $3.94M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,737 | $3.92M | 0.25% | −1,112−4.3% | Reduced |
| Concord Wealth Partners | 23,693 | $3.90M | 0.51% | −867−3.5% | Reduced |
| Castleark Management LLC | 23,680 | $3.90M | 0.13% | −55,790−70.2% | Reduced |
| Meridian Wealth Management, LLC | 23,564 | $3.88M | 0.14% | −100.0% | Reduced |
| Concentric Capital Strategies, LP | 23,558 | $3.88M | 0.34% | −51,016−68.4% | Reduced |
| Choate Investment Advisors | 23,523 | $3.87M | 0.08% | +3,853+19.6% | Added |
| Concord Asset Management, LLC | 23,279 | $3.83M | 0.65% | −848−3.5% | Reduced |
| StoneX Group Inc. | 23,155 | $3.81M | 0.21% | −7,167−23.6% | Reduced |
| EverSource Wealth Advisors, LLC | 23,074 | $3.80M | 0.12% | +8,234+55.5% | Added |
| Prospera Financial Services Inc | 22,879 | $3.77M | 0.06% | +7,120+45.2% | Added |
| First National Advisers, LLC | 22,839 | $3.76M | 0.55% | −3,385−12.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 22,814 | $3.75M | 0.06% | +13,088+134.6% | Added |
| Wolverine Asset Management LLC | 22,736 | $3.74M | 0.06% | +22,736 | New |
| Asio Capital, LLC | 22,725 | $3.74M | 0.53% | +773+3.5% | Added |
| Avidian Wealth Solutions, LLC | 22,703 | $3.74M | 0.12% | +11,361+100.2% | Added |
| River Street Advisors LLC | 22,701 | $3.74M | 1.26% | +959+4.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 22,641 | $3.73M | 0.01% | +15,067+198.9% | Added |
| Brookstone Capital Management | 22,614 | $3.72M | 0.04% | −2,183−8.8% | Reduced |
| Wealthspire Advisors, LLC | 22,604 | $3.72M | 0.03% | −3,065−11.9% | Reduced |
| Leavell Investment Management, Inc. | 22,598 | $3.72M | 0.15% | −580−2.5% | Reduced |
| Am Investment Strategies LLC | 22,432 | $3.69M | 0.81% | +295+1.3% | Added |
| Sagespring Wealth Partners, LLC | 22,380 | $3.68M | 0.07% | +886+4.1% | Added |
| Spartan Wealth Advisory Services LLC | 22,311 | $3.67M | 0.32% | +22,311 | New |
| YHB Investment Advisors, Inc. | 22,293 | $3.67M | 0.26% | +60+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,534 | $3.65M | 0.04% | +432+2.1% | Added |
| Trexquant Investment LP | 22,105 | $3.64M | 0.03% | −2,799−11.2% | Reduced |
| Canandaigua National Corp | 22,095 | $3.64M | 0.33% | +22,095 | New |
| Earnest Partners LLC | 22,056 | $3.63M | 0.01% | −43,307−66.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 21,998 | $3.62M | 0.40% | +3,828+21.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21,993 | $3.62M | 0.09% | +1,482+7.2% | Added |
| Syon Capital LLC | 21,956 | $3.61M | 0.18% | −1,069−4.6% | Reduced |
| Tema ETFs LLC | 21,939 | $3.61M | 0.24% | +166+0.8% | Added |
| Cohen Klingenstein LLC | 21,800 | $3.59M | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 21,799 | $3.59M | 0.11% | −1,238−5.4% | Reduced |
| Kentucky Retirement Systems | 114,385 | $3.59M | 0.27% | +42,075+58.2% | Added |
| Alcosta Capital Management, Inc. | 21,766 | $3.58M | 2.73% | −1,132−4.9% | Reduced |
| TCTC Holdings, LLC | 21,762 | $3.58M | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,755 | $3.58M | 0.06% | +4,694+27.5% | Added |
| Meridian Wealth Advisors, LLC | 21,745 | $3.58M | 0.47% | −3,214−12.9% | Reduced |
| Smartleaf Asset Management LLC | 22,195 | $3.52M | 0.13% | +1,938+9.6% | Added |
| True North Advisors, LLC | 21,203 | $3.49M | 0.40% | −335−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 21,177 | $3.49M | 0.05% | +1,508+7.7% | Added |
| Harbor Capital Advisors, Inc. | 21,093 | $3.47M | 0.28% | −4,423−17.3% | Reduced |
| GM Advisory Group, Inc. | 21,036 | $3.46M | 0.13% | +48+0.2% | Added |
| Aaron Wealth Advisors | 21,013 | $3.46M | 0.20% | −717−3.3% | Reduced |
| Sumitomo Life Insurance Co | 20,852 | $3.43M | 0.08% | +525+2.6% | Added |
| Coastline Trust Co | 20,701 | $3.41M | 0.34% | −65−0.3% | Reduced |
| Hurley Capital, LLC | 20,672 | $3.40M | 1.82% | −106−0.5% | Reduced |
| Alaethes Wealth LLC | 20,646 | $3.40M | 0.98% | −90.0% | Reduced |
| Lipe & Dalton | 20,525 | $3.38M | 1.77% | −398−1.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,495 | $3.37M | 0.19% | +19+0.1% | Added |
| MidFirst Bank | 20,289 | $3.34M | 0.28% | −295−1.4% | Reduced |
| Triglav Skladi, D.O.O. | 20,151 | $3.31M | 0.23% | −25,426−55.8% | Reduced |
| Centaurus Financial, Inc. | 20,105 | $3.31M | 0.16% | +2,480+14.1% | Added |
| Werlinich Asset Management, LLC | 20,100 | $3.31M | 1.60% | +30+0.1% | Added |
| Steel Peak Wealth Management LLC | 20,072 | $3.30M | 0.10% | −768−3.7% | Reduced |
| Diversify Wealth Management, LLC | 17,559 | $3.29M | 0.06% | +11,726+201.0% | Added |
| Limestone Investment Advisors LP | 19,834 | $3.26M | 1.60% | +19,834 | New |
| Capital Investment Advisors, LLC | 19,816 | $3.26M | 0.05% | +193+1.0% | Added |
| Transcend Wealth Collective, LLC | 19,755 | $3.25M | 0.26% | −5,999−23.3% | Reduced |
| Davenport & Co LLC | 19,593 | $3.22M | 0.02% | +844+4.5% | Added |
| IFP Advisors, Inc | 19,577 | $3.22M | 0.07% | +8,885+83.1% | Added |
| Hunter Associates Investment Management LLC | 19,581 | $3.22M | 0.43% | +135+0.7% | Added |