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 |
|---|---|---|---|---|---|
| Cove Private Wealth, LLC | 2,626 | $548.9K | 0.11% | +20+0.8% | Added |
| Rockingstone Advisors LLC | 2,629 | $549.6K | 0.22% | −10.0% | Reduced |
| Amplius Wealth Advisors, LLC | 2,639 | $551.7K | 0.04% | +21+0.8% | Added |
| Aspen Wealth Strategies, LLC | 2,647 | $553.3K | 0.27% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,655 | $555.0K | 0.39% | +2,655 | New |
| Brandywine Oak Private Wealth LLC | 2,660 | $556.1K | 0.04% | +11+0.4% | Added |
| Fell Capital Management | 2,670 | $558.1K | 0.47% | −40−1.5% | Reduced |
| Valley National Advisers Inc | 2,688 | $561.9K | 0.06% | +57+2.2% | Added |
| Impact Capital Partners LLC | 2,695 | $563.4K | 0.15% | +34+1.3% | Added |
| CoreCap Advisors, LLC | 2,701 | $564.5K | 0.02% | −29,380−91.6% | Reduced |
| Calton & Associates, Inc. | 2,712 | $567.0K | 0.08% | −524−16.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,717 | $568.0K | 0.35% | −45−1.6% | Reduced |
| Wall Street Financial Group, Inc. | 2,717 | $568.0K | 0.30% | +323+13.5% | Added |
| Broadleaf Partners, LLC | 2,719 | $568.4K | 0.11% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,720 | $568.5K | 0.31% | +10.0% | Added |
| Winthrop Advisory Group LLC | 2,726 | $569.8K | 0.04% | +54+2.0% | Added |
| Alphadyne Asset Management LP | 2,726 | $569.8K | 0.03% | −15,420−85.0% | Reduced |
| American Trust | 2,726 | $569.8K | 0.04% | +84+3.2% | Added |
| Castle Wealth Management LLC | 2,733 | $571.4K | 0.17% | −60−2.1% | Reduced |
| Legacy Solutions, LLC | 2,743 | $573.5K | 0.46% | +37+1.4% | Added |
| Jackson Creek Investment Advisors LLC | 2,729 | $574.0K | 0.19% | −899−24.8% | Reduced |
| Camden National Bank | 2,748 | $574.4K | 0.07% | −136−4.7% | Reduced |
| Vantus Wealth LLC | 2,754 | $575.7K | 0.31% | +2,754 | New |
| EJMK Ventures LLC | 2,768 | $578.7K | 0.26% | +269+10.8% | Added |
| Intesa Sanpaolo S.p.A. | 2,765 | $579.5K | 0.02% | +403+17.1% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $579.8K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,778 | $580.7K | 0.12% | +236+9.3% | Added |
| Werba Rubin Papier Wealth Management | 2,781 | $581.4K | 0.07% | −74−2.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,781 | $581.4K | 0.09% | −9−0.3% | Reduced |
| City State Bank | 2,782 | $581.5K | 0.13% | 00.0% | Unchanged |
| Univest Financial Corp | 2,783 | $581.9K | 0.03% | +329+13.4% | Added |
| SLT Holdings LLC | 2,784 | $582.0K | 0.37% | −42−1.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,790 | $583.2K | 0.05% | −14−0.5% | Reduced |
| Fairscale Capital, LLC | 2,791 | $583.4K | 0.35% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 2,803 | $586.0K | 0.21% | −180−6.0% | Reduced |
| LBMC Investment Advisors, LLC | 2,806 | $586.6K | 0.03% | −10.0% | Reduced |
| River Wealth Advisors LLC | 2,822 | $589.9K | 0.06% | −23−0.8% | Reduced |
| Partners Wealth Management, LLC | 2,826 | $590.7K | 0.58% | −103−3.5% | Reduced |
| CM Wealth Advisors LLC | 2,833 | $592.2K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,835 | $592.6K | 0.05% | +128+4.7% | Added |
| Golden State Wealth Management, LLC | 2,852 | $596.4K | 0.05% | +31+1.1% | Added |
| HBW Advisory Services LLC | 2,856 | $597.0K | 0.05% | +1,594+126.3% | Added |
| Charter Capital Management, LLC | 2,860 | $597.8K | 0.26% | +125+4.6% | Added |
| Southeast Asset Advisors Inc. | 2,886 | $603.2K | 0.06% | 00.0% | Unchanged |
| Karani Asset Management LLC | 2,888 | $603.7K | 0.44% | +2,888 | New |
| QTR Family Wealth, LLC | 2,901 | $606.4K | 0.21% | +349+13.7% | Added |
| Legacy Advisors, LLC | 2,903 | $606.7K | 0.06% | +248+9.3% | Added |
| American State Bank (Iowa) | 2,908 | $607.9K | 0.25% | −14−0.5% | Reduced |
| Wharton Business Group, LLC | 2,909 | $608.1K | 0.02% | −45−1.5% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,910 | $608.3K | 0.25% | +2,910 | New |
| Park Place Capital Corp | 2,918 | $610.0K | 0.10% | −10.0% | Reduced |
| Guilbault Capital LLC | 2,924 | $611.2K | 0.61% | −186−6.0% | Reduced |
| Southern Financial Group, LLC | 2,926 | $611.7K | 0.16% | −95−3.1% | Reduced |
| Sound Income Strategies, LLC | 2,927 | $612.0K | 0.03% | +1,586+118.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,930 | $612.5K | 0.13% | −425−12.7% | Reduced |
| JM2 Capital Inc. | 2,934 | $613.3K | 0.42% | −22−0.7% | Reduced |
| Auxano Advisors, LLC | 2,939 | $614.4K | 0.12% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 2,945 | $615.6K | 0.04% | −250−7.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,950 | $616.7K | 0.30% | +165+5.9% | Added |
| O'Rourke & Company, Inc | 2,951 | $617.0K | 0.22% | +2+0.1% | Added |
| Range Advisory, LLC | 2,952 | $617.0K | 0.07% | +1,061+56.1% | Added |
| Five Oceans Advisors | 2,952 | $617.1K | 0.20% | +7+0.2% | Added |
| Lewis Asset Management, LLC | 2,960 | $618.7K | 0.22% | +661+28.8% | Added |
| Optimize Financial Inc | 2,962 | $619.2K | 0.22% | −10−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,962 | $619.2K | 0.14% | +2,962 | New |
| Blue Fin Capital, Inc. | 2,965 | $619.8K | 0.09% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,969 | $620.6K | 0.05% | 00.0% | Unchanged |
| Viawealth, LLC | 2,988 | $624.6K | 0.31% | −40−1.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $627.0K | 0.00% | +3,000 | New |
| Spirit of America Management Corp | 3,000 | $627.1K | 0.12% | 00.0% | Unchanged |
| Code Waechter LLC | 3,021 | $631.5K | 0.33% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,030 | $633.4K | 0.11% | −548−15.3% | Reduced |
| McLean Asset Management Corp | 3,019 | $635.2K | 0.08% | −43−1.4% | Reduced |
| Terry L. Blaker | 3,040 | $635.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 3,044 | $636.4K | 0.10% | −225−6.9% | Reduced |
| Chemistry Wealth Management LLC | 3,055 | $638.6K | 0.10% | +3,055 | New |
| Brookwood Investment Group LLC | 3,063 | $640.4K | 0.07% | +1,512+97.5% | Added |
| Innovative Asset Advisors Group, LLC | 3,066 | $641.0K | 0.28% | +348+12.8% | Added |
| One Wealth Advisors, LLC | 3,069 | $641.4K | 0.07% | +23+0.8% | Added |
| Tiemann Investment Advisors, LLC | 3,069 | $641.5K | 0.23% | −325−9.6% | Reduced |
| Black Swift Group, LLC | 3,073 | $642.4K | 0.09% | +1,300+73.3% | Added |
| Foster Group, Inc. | 3,103 | $648.7K | 0.02% | +291+10.3% | Added |
| Grant Private Wealth Management Inc | 3,114 | $651.0K | 0.27% | +591+23.4% | Added |
| Beta Wealth Group, Inc. | 3,121 | $652.4K | 0.24% | −899−22.4% | Reduced |
| Kingsman Wealth Management, Inc. | 3,127 | $653.7K | 0.31% | −288−8.4% | Reduced |
| Biltmore Family Office, LLC | 3,128 | $653.9K | 0.09% | +18+0.6% | Added |
| Omnia Family Wealth, LLC | 3,132 | $654.7K | 0.18% | +15+0.5% | Added |
| Delta Investment Management, LLC | 3,135 | $655.4K | 0.11% | +3,135 | New |
| First County Bank | 3,139 | $656.2K | 0.31% | −20−0.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,144 | $657.2K | 0.25% | −15−0.5% | Reduced |
| Enterprise Financial Services Corp | 3,147 | $657.8K | 0.27% | +397+14.4% | Added |
| Levin Capital Strategies, L.P. | 3,151 | $658.7K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 2,982 | $659.3K | 0.02% | +105+3.6% | Added |
| Crusonia Wealth Advisors LLC | 3,156 | $659.7K | 0.11% | +956+43.5% | Added |
| Bearing Point Capital, LLC | 3,159 | $660.4K | 0.09% | −80−2.5% | Reduced |
| Symmetry Partners, LLC | 3,160 | $660.4K | 0.03% | +1,437+83.4% | Added |
| Argent Advisors, Inc. | 3,164 | $661.4K | 0.17% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,166 | $661.8K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,172 | $663.0K | 0.04% | +15+0.5% | Added |
| Circle Wealth Management, LLC | 3,172 | $663.1K | 0.01% | +30+1.0% | Added |