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; 2,745 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, Q2 2026
Institutional positions in Morgan Stanley as of Jun 30, 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
- 2,745
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 more reduced
35 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $471 | 0.00% | +2 | New |
| Barnes Dennig Private Wealth Management LLC | 4 | $836 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 4 | $837 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Investors Portfolio Services LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.05K | 0.00% | +5 | New |
| NorthAvenue LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8 | $2.00K | 0.00% | +8 | New |
| Navigoe, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Chelsea Counsel Co | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $2.52K | 0.00% | −104−89.7% | Reduced |
| Clean Yield Group | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 16 | $3.35K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $3.35K | 0.00% | +16 | New |
| RHL Group, LLC | 18 | $3.76K | 0.00% | +18 | New |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.18K | 0.00% | +12+150.0% | Added |
| Key Capital Management, INC | 21 | $4.39K | 0.00% | +9+75.0% | Added |
| DecisionPoint Financial, LLC | 22 | $4.66K | 0.00% | +10+83.3% | Added |
| Westend Capital Management, LLC | 23 | $4.81K | 0.00% | −82−78.1% | Reduced |
| PFS Partners, LLC | 23 | $4.81K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 24 | $5.02K | 0.19% | −42−63.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $5.43K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 27 | $5.64K | 0.01% | +27 | New |
| Osbon Capital Management LLC | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 35 | $7.32K | 0.00% | +35 | New |
| Costello Asset Management, INC | 36 | $7.53K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 38 | $7.84K | 0.00% | +1+2.7% | Added |
| Ankerstar Wealth, LLC | 40 | $8.36K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 41 | $8.57K | 0.00% | +21+105.0% | Added |
| Breakwater Investment Management | 42 | $8.78K | 0.00% | −120−74.1% | Reduced |
| WestEnd Advisors, LLC | 42 | $8.78K | 0.00% | +3+7.7% | Added |
| Buck Wealth Strategies, LLC | 43 | $8.99K | 0.00% | +43 | New |
| Sankala Group LLC | 42 | $9.10K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 44 | $9.20K | 0.01% | +44 | New |
| Signature Resources Capital Management, LLC | 45 | $9.41K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 47 | $9.82K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 48 | $10.0K | 0.00% | +2+4.3% | Added |
| Richardson Capital Management LLC | 50 | $10.5K | 0.00% | −9−15.3% | Reduced |
| Sfam, LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 51 | $10.7K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 51 | $10.7K | 0.01% | +51 | New |
| Rachor Investment Advisory Services, LLC | 51 | $10.7K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 54 | $11.3K | 0.03% | −13,712−99.6% | Reduced |
| Marshall Investment Management, LLC | 54 | $11.3K | 0.00% | +54 | New |
| Your Advocates Ltd., LLP | 56 | $11.7K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 57 | $11.9K | 0.01% | +57 | New |
| Carolina Wealth Advisors, LLC | 58 | $12.1K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 58 | $12.1K | 0.00% | −4,450−98.7% | Reduced |
| Holos Integrated Wealth LLC | 56 | $12.4K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 61 | $12.8K | 0.01% | +17+38.6% | Added |
| TD Capital Management LLC | 61 | $12.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 64 | $13.4K | 0.01% | +4+6.7% | Added |
| Strategic Advocates LLC | 64 | $13.4K | 0.05% | +35+120.7% | Added |
| Financial Gravity Companies, Inc. | 70 | $14.6K | 0.00% | +70 | New |
| Country Trust Bank | 76 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $16.3K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 79 | $16.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 79 | $16.5K | 0.15% | −29−26.9% | Reduced |
| Pacifica Partners Inc. | 82 | $17.5K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 86 | $18.0K | 0.01% | +45+109.8% | Added |
| Retirement Wealth Solutions LLC | 90 | $18.8K | 0.01% | +5+5.9% | Added |
| Strive Financial Group ,LLC | 92 | $19.2K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 92 | $19.4K | 0.01% | +1+1.1% | Added |
| Ameriflex Group, Inc. | 95 | $19.9K | 0.01% | +64+206.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 96 | $20.1K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 96 | $20.1K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 98 | $20.5K | 0.02% | +90+1,125.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 100 | $20.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 104 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 111 | $23.2K | 0.01% | +13+13.3% | Added |
| Seneschal Advisors, LLC | 111 | $23.2K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 112 | $23.4K | 0.03% | +99+761.5% | Added |
| First Pacific Financial | 113 | $23.6K | 0.00% | −4−3.4% | Reduced |
| Colonial Trust Advisors | 113 | $23.6K | 0.00% | +20+21.5% | Added |
| Chesapeake Asset Management LLC | 114 | $23.8K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 115 | $24.0K | 0.00% | +16+16.2% | Added |
| Kingdom Financial Group LLC. | 116 | $24.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 116 | $24.2K | 0.13% | 00.0% | Unchanged |
| Kentucky Trust Co | 119 | $24.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 120 | $25.1K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 123 | $25.7K | 0.01% | −282−69.6% | Reduced |
| Vision Financial Markets LLC | 124 | $25.9K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 127 | $26.5K | 0.00% | +5+4.1% | Added |
| Atwood & Palmer Inc | 127 | $26.5K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 129 | $26.9K | 0.02% | +129 | New |
| Cornerstone National Bank & Trust Co | 127 | $26.9K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 129 | $27.0K | 0.00% | +76+143.4% | Added |
| Security National Bank | 131 | $27.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 134 | $28.0K | 0.01% | +34+34.0% | Added |
| Valued Wealth Advisors LLC | 135 | $28.2K | 0.01% | +39+40.6% | Added |