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
- +25.7M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,107 more added
- Sold out
- 91
- 946 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 | $218.0B |
| 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, 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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 2,251 | $470.5K | 0.02% | −1,375−37.9% | Reduced |
| Jackson Wealth Management, LLC | 2,253 | $471.0K | 0.28% | +2,253 | New |
| Goldstein Advisors, LLC | 2,269 | $474.3K | 0.04% | +696+44.2% | Added |
| Old North State Trust, LLC | 2,274 | $475.0K | 0.24% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,280 | $476.6K | 0.10% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,281 | $476.8K | 0.03% | +1,830+405.8% | Added |
| Montz Harcus Wealth Management LLC | 2,281 | $476.8K | 0.17% | +23+1.0% | Added |
| Harold Davidson & Associates Inc. | 2,290 | $478.7K | 0.21% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,292 | $479.1K | 0.19% | −6,541−74.1% | Reduced |
| Summit Wealth Group LLC | 2,295 | $479.7K | 0.04% | +775+51.0% | Added |
| Spartan Planning & Wealth Management | 2,296 | $480.0K | 0.32% | +927+67.7% | Added |
| Wealth Dimensions Group, Ltd. | 2,297 | $480.1K | 0.09% | +44+2.0% | Added |
| BAM Wealth Management, LLC | 2,298 | $480.4K | 0.30% | +506+28.2% | Added |
| Alteri Wealth LLC | 2,299 | $480.6K | 0.13% | −24−1.0% | Reduced |
| Jennison Associates LLC | 2,305 | $481.8K | 0.00% | +2,305 | New |
| Kaizen Financial Strategies | 2,278 | $482.7K | 0.19% | −10−0.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,316 | $484.1K | 0.08% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,320 | $485.0K | 0.01% | −114−4.7% | Reduced |
| Welch Group, LLC | 2,321 | $485.2K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,322 | $485.4K | 0.04% | +27+1.2% | Added |
| Accredited Investors Inc. | 2,325 | $486.0K | 0.02% | −732−23.9% | Reduced |
| Anchor Investment Management, LLC | 2,326 | $486.1K | 0.04% | −2,451−51.3% | Reduced |
| Hall Capital Management Co Inc | 2,326 | $486.2K | 0.15% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,333 | $487.7K | 0.10% | +4+0.2% | Added |
| Latitude Advisors, LLC | 2,334 | $487.9K | 0.19% | +2,334 | New |
| A4 Wealth Advisors LLC | 2,340 | $489.2K | 0.33% | −260−10.0% | Reduced |
| Jacobsen Capital Management | 2,342 | $489.6K | 0.14% | −31−1.3% | Reduced |
| Sovereign Investment Advisors, LLC | 2,350 | $491.2K | 0.09% | +2,350 | New |
| Excelsior Advisor Network LLC | 2,350 | $491.3K | 0.06% | +2,350 | New |
| Bragg Financial Advisors, Inc | 2,352 | $491.7K | 0.01% | −65−2.7% | Reduced |
| XY Planning Network, Inc. | 2,357 | $492.7K | 0.06% | +297+14.4% | Added |
| USA Financial Formulas | 2,367 | $494.8K | 0.09% | +2,367 | New |
| Manhattan West Asset Management, LLC | 2,367 | $495.0K | 0.08% | −102−4.1% | Reduced |
| CPA Asset Management LLC | 2,371 | $495.6K | 0.14% | 00.0% | Unchanged |
| Torray LLC | 2,377 | $496.9K | 0.07% | −28,455−92.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,379 | $497.4K | 0.06% | −131−5.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,403 | $502.3K | 0.02% | −1,373−36.4% | Reduced |
| Havemeyer Place LP | 2,406 | $502.9K | 0.05% | +369+18.1% | Added |
| Financial Security Advisor, Inc. | 2,411 | $504.0K | 0.08% | +11+0.5% | Added |
| Tripletail Wealth Management, LLC | 2,357 | $504.2K | 0.58% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,414 | $504.6K | 0.01% | +2,414 | New |
| Prosperity Bancshares Inc | 2,417 | $505.3K | 0.33% | +284+13.3% | Added |
| McAdam, LLC | 2,419 | $505.7K | 0.02% | +110+4.8% | Added |
| Greenspring Advisors, LLC | 2,427 | $507.3K | 0.03% | +16+0.7% | Added |
| Steinberganna Wealth Management | 2,427 | $507.3K | 0.21% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,427 | $507.3K | 0.03% | +2,427 | New |
| Ellsworth Advisors, LLC | 2,227 | $509.0K | 0.08% | −293−11.6% | Reduced |
| BLB&B Advisors, LLC | 2,443 | $510.7K | 0.02% | +75+3.2% | Added |
| Fiduciary Group LLC | 2,450 | $512.1K | 0.04% | +4+0.2% | Added |
| Marest Capital, LLC | 2,450 | $512.2K | 0.26% | +13+0.5% | Added |
| Paragon Private Wealth Management, LLC | 2,450 | $512.4K | 0.13% | +42+1.7% | Added |
| Ariadne Wealth Management, LP | 2,453 | $512.8K | 0.23% | +93+3.9% | Added |
| RKL Wealth Management LLC | 2,454 | $513.0K | 0.04% | +188+8.3% | Added |
| Firestone Capital Management | 2,461 | $514.4K | 0.10% | +88+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 2,466 | $515.5K | 0.11% | −196−7.4% | Reduced |
| OneAscent Family Office, LLC | 2,467 | $515.6K | 0.26% | +235+10.5% | Added |
| Darden Wealth Group Inc | 2,467 | $515.6K | 0.20% | +117+5.0% | Added |
| Horizon Wealth Management, LLC | 2,467 | $515.6K | 0.07% | +3+0.1% | Added |
| Samalin Investment Counsel, LLC | 2,470 | $516.4K | 0.17% | +195+8.6% | Added |
| Doheny Asset Management | 2,473 | $517.0K | 0.30% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 2,477 | $517.8K | 0.31% | −1,116−31.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,478 | $517.9K | 0.03% | +59+2.4% | Added |
| Thrive Wealth Management, LLC | 2,483 | $519.1K | 0.07% | −103−4.0% | Reduced |
| OneAscent Financial Services LLC | 2,496 | $521.8K | 0.02% | +48+2.0% | Added |
| Merrion Investment Management Co, LLC | 2,500 | $522.6K | 0.25% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,507 | $524.1K | 0.29% | +1,251+99.6% | Added |
| Navis Wealth Advisors, LLC | 2,515 | $525.7K | 0.20% | −403−13.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 2,522 | $527.2K | 0.17% | −13−0.5% | Reduced |
| Integrity Financial Corp | 2,525 | $527.8K | 0.25% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,527 | $528.2K | 0.14% | +10.0% | Added |
| Miller Capital Partners, Inc. | 2,534 | $529.7K | 0.21% | 00.0% | Unchanged |
| Motco | 2,535 | $529.9K | 0.05% | +26+1.0% | Added |
| Crawford Investment Counsel Inc | 2,535 | $529.9K | 0.01% | −386−13.2% | Reduced |
| New Covenant Trust Company, N.A. | 2,543 | $531.6K | 0.40% | +94+3.8% | Added |
| Burling Wealth Partners, LLC | 2,551 | $533.3K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,557 | $534.5K | 0.17% | −464−15.4% | Reduced |
| Bouchey Financial Group Ltd | 2,560 | $535.1K | 0.03% | +209+8.9% | Added |
| Integrated Investment Consultants, LLC | 2,563 | $535.8K | 0.11% | +15+0.6% | Added |
| Gilbert & Cook, Inc. | 2,563 | $535.8K | 0.06% | +42+1.7% | Added |
| Equitable Trust Co | 2,565 | $536.2K | 0.02% | −71−2.7% | Reduced |
| Crewe Advisors LLC | 2,565 | $536.2K | 0.04% | +307+13.6% | Added |
| Primoris Wealth Advisors, LLC | 2,567 | $536.6K | 0.24% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,576 | $538.5K | 0.06% | +29+1.1% | Added |
| WD Rutherford LLC | 2,579 | $539.1K | 0.20% | +546+26.9% | Added |
| Purkiss Capital Advisors LLC | 2,583 | $540.0K | 0.21% | +76+3.0% | Added |
| Strategic Financial Concepts, LLC | 2,587 | $540.8K | 0.16% | +289+12.6% | Added |
| LGT Fund Management Co Ltd. | 2,590 | $541.4K | 0.02% | +962+59.1% | Added |
| BankPlus Wealth Management LLC | 2,593 | $542.1K | 0.24% | +89+3.6% | Added |
| Victory Financial Group, LLC | 2,595 | $542.5K | 0.06% | −47−1.8% | Reduced |
| Weaver Capital Management LLC | 3,298 | $542.8K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,602 | $544.0K | 0.04% | +57+2.2% | Added |
| JFS Wealth Advisors, LLC | 2,607 | $545.0K | 0.03% | +36+1.4% | Added |
| Tiaa Trust, National Association | 2,609 | $545.4K | 0.03% | −3,892−59.9% | Reduced |
| Secure Asset Management, LLC | 2,609 | $545.4K | 0.08% | +329+14.4% | Added |
| Florida Financial Advisors, LLC | 2,609 | $545.6K | 0.09% | +105+4.2% | Added |
| Focus Financial Network, Inc. | 2,613 | $546.3K | 0.02% | +143+5.8% | Added |
| Johnson Financial Group, Inc. | 2,617 | $547.1K | 0.02% | −101−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 2,623 | $548.3K | 0.01% | −562−17.6% | Reduced |
| Keystone Financial Group | 2,626 | $548.9K | 0.03% | −845−24.3% | Reduced |
| Brucke Financial, Inc. | 2,626 | $548.9K | 0.24% | −582−18.1% | Reduced |