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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 19,501 | $3.21M | 0.38% | −172−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 19,500 | $3.21M | 0.75% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,390 | $3.19M | 0.01% | −9,680−33.3% | Reduced |
| Schear Investment Advisers, LLC | 19,380 | $3.19M | 1.41% | +183+1.0% | Added |
| Huntleigh Advisors, Inc. | 19,285 | $3.17M | 0.54% | +1,953+11.3% | Added |
| MainStreet Investment Advisors LLC | 19,272 | $3.17M | 0.48% | −1,329−6.5% | Reduced |
| F/M Investments LLC | 19,202 | $3.16M | 0.21% | −64,994−77.2% | Reduced |
| Graphene Investments SAS | 19,200 | $3.16M | 2.12% | 00.0% | Unchanged |
| Insight Inv LLC | 18,936 | $3.12M | 1.71% | −30−0.2% | Reduced |
| KCM Investment Advisors LLC | 18,858 | $3.10M | 0.10% | −1,222−6.1% | Reduced |
| Whittier Trust Co | 18,633 | $3.10M | 0.04% | +1,249+7.2% | Added |
| Howland Capital Management LLC | 18,641 | $3.07M | 0.12% | −257−1.4% | Reduced |
| Prudent Man Advisors, LLC | 18,625 | $3.07M | 0.92% | +6,643+55.4% | Added |
| Caldwell Trust Co | 18,619 | $3.06M | 0.27% | −407−2.1% | Reduced |
| AMG National Trust Bank | 18,586 | $3.06M | 0.07% | +2,654+16.7% | Added |
| Crestwood Advisors Group LLC | 18,571 | $3.06M | 0.05% | +1,060+6.1% | Added |
| Snowden Capital Advisors LLC | 18,522 | $3.05M | 0.08% | +348+1.9% | Added |
| Cacti Asset Management LLC | 18,500 | $3.04M | 0.19% | −500−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 18,491 | $3.04M | 0.19% | +564+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 18,486 | $3.04M | 0.03% | −204−1.1% | Reduced |
| Acropolis Investment Management, LLC | 18,439 | $3.03M | 0.13% | −813−4.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 18,395 | $3.03M | 0.31% | −7,685−29.5% | Reduced |
| Family Management Corp | 18,347 | $3.02M | 0.36% | +16,242+771.6% | Added |
| Hudson Canyon Capital Management | 18,284 | $3.01M | 1.84% | −101−0.5% | Reduced |
| BNP Paribas | 18,139 | $2.99M | 0.10% | −21,069−53.7% | Reduced |
| D L Carlson Investment Group Inc | 18,176 | $2.99M | 0.51% | −793−4.2% | Reduced |
| Oak Asset Management, LLC | 18,173 | $2.99M | 1.03% | +1,410+8.4% | Added |
| PFG Investments, LLC | 18,162 | $2.99M | 0.14% | +382+2.1% | Added |
| Alphadyne Asset Management LP | 18,146 | $2.99M | 0.39% | +18,146 | New |
| Wealthcare Advisory Partners LLC | 18,137 | $2.98M | 0.06% | +1,228+7.3% | Added |
| Williams Jones Wealth Management, LLC. | 18,105 | $2.98M | 0.04% | +948+5.5% | Added |
| SHP Wealth Management | 18,021 | $2.97M | 0.22% | −316−1.7% | Reduced |
| Advent Capital Management | 18,000 | $2.96M | 0.09% | +18,000 | New |
| Strategic Advisors LLC | 17,944 | $2.95M | 0.49% | +10.0% | Added |
| Cookson Peirce & Co Inc | 17,944 | $2.95M | 0.13% | +794+4.6% | Added |
| LOM Asset Management Ltd | 17,819 | $2.93M | 0.84% | +1,657+10.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,794 | $2.93M | 0.87% | +397+2.3% | Added |
| Hantz Financial Services, Inc. | 17,732 | $2.92M | 0.04% | +15,345+642.9% | Added |
| Bradley Foster & Sargent Inc | 17,585 | $2.89M | 0.04% | +173+1.0% | Added |
| Dynasty Wealth Management, LLC | 17,557 | $2.89M | 0.03% | −84−0.5% | Reduced |
| JPL Wealth Management, LLC | 17,514 | $2.88M | 0.66% | −242−1.4% | Reduced |
| Savvy Advisors, Inc. | 17,487 | $2.88M | 0.08% | +3,722+27.0% | Added |
| Wakefield Asset Management LLLP | 17,458 | $2.87M | 0.76% | +3,742+27.3% | Added |
| Capital Investment Counsel, Inc | 17,426 | $2.87M | 0.35% | −945−5.1% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $2.85M | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,325 | $2.85M | 0.10% | −130−0.7% | Reduced |
| GAM Holding AG | 17,321 | $2.85M | 0.25% | −8,809−33.7% | Reduced |
| Abbot Financial Management, Inc. | 17,275 | $2.84M | 1.21% | −150−0.9% | Reduced |
| Rydar Equities, Inc. | 17,254 | $2.84M | 2.20% | −273−1.6% | Reduced |
| Intrust Bank NA | 17,238 | $2.84M | 0.23% | −149−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 17,234 | $2.84M | 0.41% | +292+1.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,164 | $2.82M | 0.05% | −3,656−17.6% | Reduced |
| Fulcrum Asset Management LLP | 17,782 | $2.82M | 0.43% | +240+1.4% | Added |
| Harvest Investment Advisors, LLC | 16,984 | $2.79M | 1.55% | −385−2.2% | Reduced |
| King Luther Capital Management Corp | 16,922 | $2.78M | 0.01% | +444+2.7% | Added |
| Somerset Trust Co | 16,838 | $2.77M | 0.85% | +182+1.1% | Added |
| Shaker Investments LLC | 16,805 | $2.77M | 1.26% | −1,089−6.1% | Reduced |
| IFC Advisors LLC | 16,786 | $2.76M | 0.40% | +401+2.4% | Added |
| BCS Private Wealth Management, Inc. | 16,781 | $2.76M | 0.84% | +4,834+40.5% | Added |
| Resources Investment Advisors, LLC. | 16,738 | $2.75M | 0.03% | −819−4.7% | Reduced |
| Cornerstone Planning, LLC | 16,711 | $2.75M | 0.62% | −3,591−17.7% | Reduced |
| Institute for Wealth Management, LLC. | 16,670 | $2.74M | 0.29% | −48−0.3% | Reduced |
| Granite Group Advisors, LLC | 16,261 | $2.74M | 1.66% | −1,395−7.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,500 | $2.72M | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 16,481 | $2.71M | 0.56% | −1,084−6.2% | Reduced |
| NewEdge Wealth, LLC | 16,296 | $2.68M | 0.03% | −10,001−38.0% | Reduced |
| Heritage Trust Co | 16,283 | $2.68M | 0.27% | −640−3.8% | Reduced |
| Qtron Investments LLC | 16,107 | $2.65M | 0.36% | +40.0% | Added |
| IPG Investment Advisors LLC | 16,106 | $2.65M | 0.46% | +1,597+11.0% | Added |
| Talon Private Wealth, LLC | 16,081 | $2.65M | 0.35% | +16,081 | New |
| Checchi Capital Advisers, LLC | 16,040 | $2.64M | 0.18% | +684+4.5% | Added |
| Cherokee Insurance Co | 16,000 | $2.63M | 1.00% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 15,832 | $2.63M | 0.59% | +1,956+14.1% | Added |
| BDF-Gestion | 15,938 | $2.62M | 0.35% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 15,938 | $2.62M | 0.07% | +651+4.3% | Added |
| Parkside Financial Bank & Trust | 15,911 | $2.62M | 0.20% | +17+0.1% | Added |
| Evoke Wealth, LLC | 15,827 | $2.60M | 0.05% | +1,203+8.2% | Added |
| Mutual Advisors, LLC | 15,827 | $2.60M | 0.06% | +2,225+16.4% | Added |
| Wolff Wiese Magana LLC | 15,810 | $2.60M | 1.44% | +445+2.9% | Added |
| BOK Financial Private Wealth, Inc. | 15,791 | $2.60M | 0.16% | −1,413−8.2% | Reduced |
| P.A.W. Capital Corp | 15,875 | $2.60M | 2.08% | +15,875 | New |
| Aspen Grove Capital, LLC | 15,767 | $2.59M | 0.50% | 00.0% | Unchanged |
| J. Goldman & Co LP | 15,700 | $2.58M | 0.12% | +15,700 | New |
| Nicolet Bankshares Inc | 15,615 | $2.58M | 0.10% | +15,615 | New |
| AlTi Global, Inc. | 15,643 | $2.57M | 0.06% | +455+3.0% | Added |
| Consolidated Planning Corp | 15,614 | $2.57M | 0.42% | +15,614 | New |
| Ascent Group, LLC | 15,591 | $2.57M | 0.09% | −2,383−13.3% | Reduced |
| White Pine Capital LLC | 15,547 | $2.56M | 0.70% | −75−0.5% | Reduced |
| Texas Yale Capital Corp. | 15,515 | $2.55M | 0.07% | −2,900−15.7% | Reduced |
| Bahl & Gaynor Inc | 15,507 | $2.55M | 0.01% | −72−0.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.55M | 0.78% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15,468 | $2.55M | 0.20% | −356−2.2% | Reduced |
| Alerus Financial NA | 15,463 | $2.54M | 0.13% | −1,900−10.9% | Reduced |
| Nilsine Partners, LLC | 13,365 | $2.54M | 0.20% | +2,682+25.1% | Added |
| Wedmont Private Capital | 14,426 | $2.54M | 0.08% | +804+5.9% | Added |
| William B. Walkup & Associates, Inc. | 21,752 | $2.54M | 1.52% | +524+2.5% | Added |
| Ronald Blue Trust, Inc. | 15,396 | $2.53M | 0.03% | +1,064+7.4% | Added |
| Waterfront Wealth Inc. | 15,374 | $2.53M | 0.46% | +538+3.6% | Added |
| Cullinan Associates Inc | 15,295 | $2.52M | 0.20% | −11,449−42.8% | Reduced |
| Evergreen Capital Management LLC | 15,292 | $2.52M | 0.05% | −13,363−46.6% | Reduced |