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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

Q2 2026 vs. Q1 2026

How the institutions holding Morgan Stanley changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of MS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,514342,746+266
Shares1.33B4.33M1.35B+25.7M (+1.9%)
Value$218.0B$713.1M$281.7B+$64.4B (+29.6%)

34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (357)

Institutions that held Morgan Stanley at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 357 by value.

Institutions new to MS in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank17,984,532$3.76B0.37%
Jupiter Topco LLC3,551,238$742.3M0.30%
Viking Global Investors LPSuperinvestorViking Global Investors1,622,593$339.2M0.97%
Meitav Dash Investments Ltd452,100$94.5M0.64%
Nykredit A/S439,390$91.9M0.35%
Ossiam347,404$72.6M0.96%
Nearwater Capital Markets, Ltd340,000$71.1M1.23%
Milford Funds Ltd264,258$55.2M0.90%
BSN Capital Partners Ltd161,268$34.2M1.55%
Susquehanna Fundamental Investments, LLC155,543$32.5M0.61%
Cornerstone Advisors, LLC106,343$22.2M0.73%
TriCert Investment Counsel Inc.101,020$21.1M1.97%
Delta Global Management LP95,521$20.0M2.17%
Artemis Investment Management LLP93,180$19.5M0.17%
Axxcess Wealth Management, LLC77,827$16.3M0.26%
Premier Fund Managers Ltd65,800$13.9M1.26%
L & S Advisors Inc54,325$11.4M1.17%
Barometer Capital Management Inc.51,720$10.8M3.00%
LDIC Inc.48,339$10.1M6.33%
Marvin & Palmer Associates Inc47,734$9.98M6.28%
Temasek Holdings (Private) Ltd46,402$9.70M0.03%
Global Retirement Partners, LLC46,158$9.65M0.15%
Spence Asset Management43,637$9.12M2.16%
Jain Global LLC42,210$8.82M0.10%
Commonwealth Retirement Investments LLC35,181$7.35M2.00%
Philadelphia Financial Management of San Francisco, LLC28,400$5.94M1.63%
Logan Capital Management Inc24,862$5.20M0.19%
Lee Johnson Capital Management, LLC24,174$5.05M1.58%
Alberta Investment Management Corp23,600$4.93M0.03%
J.W. Cole Advisors, Inc.23,308$4.87M0.08%
IFG Advisory, LLC21,966$4.59M0.16%
Canandaigua National Bank & Trust Co20,966$4.38M0.37%
BFI Infinity Ltd.20,573$4.30M2.07%
Soros Fund Management LLCSuperinvestorSoros Fund Management19,096$3.99M0.05%
Donoghue Forlines LLC18,355$3.84M0.99%
Dark Forest Capital Management LP18,286$3.82M0.25%
St. Louis Financial Planners Asset Management, LLC16,065$3.44M1.83%
Virtu Financial LLC15,741$3.29M0.10%
Surience Private Wealth LLC14,355$3.00M2.64%
O'Neil Global Advisors, Inc.13,629$2.85M0.64%
Axxion S.A.13,267$2.77M0.20%
Woodard & Co Asset Management Group Inc12,896$2.70M0.39%
Trust Co of Vermont12,882$2.69M0.10%
PMC FIG Opportunities LLC11,946$2.50M4.01%
Oversea-Chinese Banking CORP Ltd11,021$2.31M0.06%
BlueCrest Capital Management Ltd11,023$2.30M0.10%
MW Advisory, LLC10,637$2.22M0.89%
Peak Financial Advisors LLC10,315$2.16M0.89%
Alps Advisors Inc10,272$2.15M0.01%
Evelyn Partners Group Ltd10,063$2.10M0.04%
Ethos Capital Management, Inc.8,886$1.86M1.32%
Blue Jean Financial LLC8,843$1.85M1.29%
Secured Retirement Advisors, LLC8,176$1.71M0.88%
Arjuna Capital8,069$1.69M0.38%
Polymer Capital Management (HK) LTD8,034$1.68M0.17%
Ulysses Management LLC8,000$1.67M0.58%
Ayrshire Capital Management LLC7,926$1.66M0.78%
NBH Bank7,077$1.48M0.62%
Owen LaRue, LLC6,964$1.46M0.51%
S-Bank Fund Management Ltd5,324$1.11M0.15%
Aster Capital Management (DIFC) Ltd5,169$1.08M0.23%
SMART Wealth LLC4,907$1.03M0.22%
Grey Fox Wealth Advisors, LLC4,775$998.2K0.16%
Pinnbrook Capital Management LP4,700$982.5K0.16%
3Chopt Investment Partners, LLC4,633$968.5K0.18%
Juncture Wealth Strategies, LLC4,326$904.3K0.24%
Lionsbridge Wealth Management LLC4,225$883.2K0.87%
Langley Wealth Management, LLC4,148$867.0K0.85%
TritonPoint Partners, LLC4,066$850.0K0.07%
Orleans Capital Management Corp4,044$845.4K0.44%
WBI Investments3,905$816.2K0.20%
Willow Creek Capital Management, Inc.3,901$815.5K0.79%
Markowski Investments3,888$812.7K0.18%
Compass Financial Management LLC3,504$749.7K0.09%
Teucrium Investment Advisors, LLC3,512$734.1K0.65%
Richmond Brothers, Inc.3,352$700.6K0.36%
Borer Denton & Associates, Inc.3,332$696.5K0.23%
Lotus Technology Management, LP3,186$666.0K0.82%
Delta Investment Management, LLC3,135$655.4K0.11%
Chemistry Wealth Management LLC3,055$638.6K0.10%
Clal Insurance Enterprises Holdings Ltd3,000$627.0K0.00%
Sound Capital Solutions LLC2,962$619.2K0.14%
Spectrum Investment Advisors, Inc.2,910$608.3K0.25%
Karani Asset Management LLC2,888$603.7K0.44%
Vantus Wealth LLC2,754$575.7K0.31%
Maxele Advisors, LLC2,655$555.0K0.39%
Monticello Wealth Management, LLC2,427$507.3K0.03%
Moran Wealth Management, LLC2,414$504.6K0.01%
USA Financial Formulas2,367$494.8K0.09%
Excelsior Advisor Network LLC2,350$491.3K0.06%
Sovereign Investment Advisors, LLC2,350$491.2K0.09%
Latitude Advisors, LLC2,334$487.9K0.19%
Jennison Associates LLC2,305$481.8K0.00%
Jackson Wealth Management, LLC2,253$471.0K0.28%
Quantum Financial Partners LLC2,225$465.0K0.24%
Bannerstone Capital Management, LLC2,219$463.9K0.39%
Pacific Excel Wealth Advisors, Inc.2,160$451.5K0.17%
Prelude Capital Management, LLC2,028$423.9K0.03%
RH Tailwind Management, LLC2,000$418.1K0.20%
Western Financial Corp2,000$418.1K0.12%

Sold out (91)

Institutions that held Morgan Stanley at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of MS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Renaissance Technologies LLC674,111$110.9M
Junto Capital Management LP565,255$93.0M
Caldwell Investment Management Ltd.250,000$39.6M
Hound Partners, LLC141,570$23.3M
Vinva Investment Management Ltd132,754$21.0M
Voloridge Investment Management, LLC124,852$20.5M
ExodusPoint Capital Management, LP118,759$19.5M
Optiver Holding B.V.90,811$14.9M
Simplex Trading, LLC73,071$12.0M
Think Investments LP67,800$11.2M
Aquatic Capital Management LLC58,592$9.64M
Prana Capital Management, LP57,609$9.48M
DuPont Capital Management Corp57,317$9.43M
FJ Capital Management LLC56,089$9.23M
Polar Asset Management Partners Inc.41,495$6.83M
Sciencast Management LP38,646$6.36M
Graham Capital Management, L.P.38,133$6.28M
Diamond Hill Capital Management Inc33,691$5.54M
Wolverine Asset Management LLC22,736$3.74M
Limestone Investment Advisors LP19,834$3.26M
Susquehanna Portfolio Strategies, LLC16,500$2.72M
Evoke Wealth, LLC15,827$2.60M
J. Goldman & Co LP15,700$2.58M
Campbell & CO Investment Adviser LLC15,214$2.50M
M Holdings Securities, Inc.11,414$2.10M
Integrated Quantitative Investments LLC11,588$1.91M
PEAK6 LLC11,081$1.82M
Verition Fund Management LLC10,020$1.65M
Carlson Capital L P8,682$1.43M
Atom Investors LP8,150$1.34M
AXA S.A.7,976$1.31M
Bank of Jackson Hole Trust6,928$1.14M
Axq Capital, LP6,677$1.10M
Ally Financial Inc.6,000$987.4K
Headlands Technologies LLC5,401$888.8K
Bain Capital Public Equity, LP5,383$885.9K
Vivaldi Capital Management, LLC5,166$850.2K
a16z Perennial Management, L.P.5,130$844.2K
Providence First Trust Co4,531$745.7K
Directional Asset Management4,459$733.8K
Encore Global Management, LP4,000$658.3K
New Wave Wealth Advisors LLC3,865$636.1K
Oasis Advisors, LLC3,654$601.6K
LeClair Wealth Partners LLC3,642$599.4K
Tributary Capital Management, LLC3,080$506.9K
Armistice Capital, LLC3,017$496.5K
111 Capital2,672$439.7K
Flaharty Asset Management, LLC2,508$412.7K
Twinbeech Capital LP2,389$393.2K
Breakthru Advisory Services, LLC2,261$372.1K
Redwood Family Wealth LLC2,034$334.7K
MQS Management LLC1,809$297.7K
Edge Wealth Management LLC1,767$290.8K
Quadrant Private Wealth Management, LLC1,758$289.3K
Second Line Capital, LLC1,499$285.7K
Schrum Private Wealth Management LLC1,672$275.1K
OV Management LLC1,592$262.0K
Valley Financial Group, Inc.1,543$253.9K
Altar Rock LLC1,517$249.7K
Patton Fund Management, Inc.1,422$234.0K
Axis Wealth Partners, LLC1,360$223.9K
Redwood Wealth Management Group, LLC1,300$214.0K
Van Diest Capital, LLC1,266$208.5K
One River Asset Management, LLC766$126.1K
DAGCO, Inc.685$112.7K
Scarborough Advisors, LLC630$103.7K
Curio Wealth, LLC531$87.4K
Aviso Financial Inc.500$82.3K
Basso Capital Management, L.P.444$73.1K
Wellington Grp LLC430$70.8K
Timothy G. Youngquist 2020 Irrevocable Trust426$70.1K
Intentional Wealth Strategies, LLC417$68.6K
Twin Lakes Capital Management, LLC408$67.1K
Team Financial Group, LLC276$45.4K
Opal Wealth Advisors, LLC258$42.5K
Elequin Capital LP252$41.5K
WFA of San Diego, LLC200$32.9K
Portus Wealth Advisors, LLC71$11.7K
Clayton Financial Group LLC67$11.0K
Vermillion Wealth Management, Inc.66$10.9K
Retiremitten Financial LLC55$9.05K
Financial Perspectives, Inc51$8.45K
Magnolia Wealth Management, LLC51$8.39K
Toth Financial Advisory Corp35$5.76K
Strategic Investment Solutions, Inc.30$4.94K
Bard Associates Inc27$4.44K
Global Wealth Strategies & Associates19$3.20K
Longview Financial Advisors, Inc.19$3.15K
Vision Retirement, LLC12$1.98K
Legacy Wealth Managment, LLC4$659
Roble, Belko & Company, Inc1$0

Not filed for Q2 2026 yet (34)

Institutions that held Morgan Stanley at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC3,922,709$645.5M
CWM, LLC213,933$35.2M
Skopos Labs, Inc.45,775$7.53M
Canandaigua National Corp22,095$3.64M
GM Advisory Group, Inc.21,036$3.46M
Charter Oak Capital Management, LLC15,468$2.55M
U.S. Capital Wealth Advisors, LLC13,541$2.23M
Gibbs Wealth Management11,088$1.82M
Evelyn Partners Investment Management LLP9,420$1.55M
Journey Strategic Wealth LLC8,354$1.37M
Sunbelt Securities, Inc.6,566$1.08M
DGS Capital Management, LLC5,838$960.7K
Exencial Wealth Advisors, LLC4,171$686.4K
Mill Creek Capital Advisors, LLC3,623$596.2K
Cfo Capital Management LLC3,000$493.7K
TSG Advice Partners, LLC2,997$493.3K
First Affirmative Financial Network2,926$481.5K
Jaffetilchin Investment Partners, LLC2,831$465.9K
Claris Financial LLC2,522$415.1K
Leo Wealth, LLC2,478$407.9K
Coordinated Financial Services, Inc.2,305$379.3K
Reflection Asset Management2,070$344.2K
TCFG Wealth Management, LLC1,995$328.3K
TruWealth Advisors, LLC1,953$321.4K
Catalina Capital Group, LLC1,742$286.6K
Anfield Capital Management, LLC1,242$204.4K
Evelyn Partners Asset Management Ltd653$107.5K
McIlrath & Eck, LLC597$98.3K
Evelyn Partners Investment Management Services Ltd185$30.4K
Red Tortoise LLC176$29.0K
Arcadia Investment Management Corp77$12.7K
My Portfolio Guide, LLC56$9.27K
Financial Connections Group, Inc.28$4.00K
Sofos Investments, Inc.15$2.47K