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 |
|---|---|---|---|---|---|
| Lotus Technology Management, LP | 3,186 | $666.0K | 0.82% | +3,186 | New |
| Hexagon Capital Partners LLC | 3,189 | $666.6K | 0.09% | −210−6.2% | Reduced |
| Paradigm Financial Partners, LLC | 3,189 | $666.6K | 0.06% | +921+40.6% | Added |
| Founders Financial Alliance, LLC | 3,210 | $671.0K | 0.09% | +186+6.2% | Added |
| Essex Savings Bank | 3,211 | $671.2K | 0.15% | +39+1.2% | Added |
| Tactive Advisors, LLC | 3,212 | $671.4K | 0.17% | −476−12.9% | Reduced |
| Perennial Investment Advisors, LLC | 3,234 | $676.0K | 0.05% | +80+2.5% | Added |
| Bank of Hawaii | 3,235 | $676.2K | 0.03% | −218−6.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,237 | $676.7K | 0.04% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,239 | $677.1K | 0.38% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,243 | $677.8K | 0.07% | +10.0% | Added |
| Endeavor Private Wealth, Inc. | 3,244 | $678.0K | 0.16% | +311+10.6% | Added |
| Ethos Financial Group, LLC | 3,298 | $678.2K | 0.05% | +40+1.2% | Added |
| Oxford Wealth Group, LLC | 3,246 | $678.6K | 0.30% | −54−1.6% | Reduced |
| Grandfield & Dodd, LLC | 3,246 | $678.7K | 0.04% | 00.0% | Unchanged |
| Sig Brokerage, LP | 3,248 | $679.0K | 0.11% | −6,090−65.2% | Reduced |
| Root Financial Partners, LLC | 3,250 | $679.3K | 0.03% | +542+20.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,255 | $680.4K | 0.19% | +110+3.5% | Added |
| Onefund, LLC | 3,267 | $682.9K | 0.39% | −53−1.6% | Reduced |
| Marex Group plc | 3,285 | $686.7K | 0.01% | +797+32.0% | Added |
| Tanager Wealth Management LLP | 3,288 | $687.3K | 0.06% | +185+6.0% | Added |
| Wealth Preservation Advisors, LLC | 3,290 | $687.7K | 0.39% | 00.0% | Unchanged |
| Baader Bank INC | 3,300 | $689.8K | 0.06% | −772−19.0% | Reduced |
| Wright Investors Service Inc | 3,300 | $689.8K | 0.19% | −214−6.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,302 | $690.4K | 0.02% | +125+3.9% | Added |
| IVC Wealth Advisors LLC | 3,315 | $693.0K | 0.27% | −155−4.5% | Reduced |
| Gsa Capital Partners LLP | 3,323 | $695.0K | 0.04% | −1,447−30.3% | Reduced |
| Centric Wealth Management | 3,698 | $695.3K | 0.11% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,332 | $696.5K | 0.23% | +3,332 | New |
| Sierra Capital LLC | 3,335 | $697.1K | 0.07% | −45−1.3% | Reduced |
| Proathlete Wealth Management LLC | 3,343 | $699.2K | 0.17% | +10+0.3% | Added |
| Quantum Financial Advisors, LLC | 3,347 | $699.7K | 0.07% | −9−0.3% | Reduced |
| American National Bank | 3,350 | $700.3K | 0.06% | −11−0.3% | Reduced |
| Richmond Brothers, Inc. | 3,352 | $700.6K | 0.36% | +3,352 | New |
| Sivia Capital Partners, LLC | 3,358 | $702.0K | 0.09% | +2,110+169.1% | Added |
| Ak Global Asset Management, LLC | 3,375 | $705.5K | 0.60% | +25+0.7% | Added |
| Fosun International Ltd | 3,377 | $705.9K | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 3,386 | $707.8K | 0.04% | +98+3.0% | Added |
| Farmers National Bank | 3,390 | $708.6K | 0.15% | −98−2.8% | Reduced |
| Naviter Wealth, LLC | 3,399 | $710.5K | 0.06% | +674+24.7% | Added |
| Newman Dignan & Sheerar, Inc. | 3,418 | $714.5K | 0.14% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,420 | $714.9K | 0.42% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,427 | $716.4K | 0.03% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,432 | $717.4K | 0.14% | +545+18.9% | Added |
| Teza Capital Management LLC | 3,440 | $719.1K | 1.39% | −2−0.1% | Reduced |
| GTS Securities LLC | 3,441 | $719.3K | 0.02% | −6,231−64.4% | Reduced |
| AlphaGrep UK Ltd | 3,453 | $721.8K | 0.22% | −102−2.9% | Reduced |
| Kera Capital Partners, Inc. | 3,453 | $721.8K | 0.07% | +468+15.7% | Added |
| Chase Investment Counsel Corp | 3,457 | $722.0K | 0.15% | +337+10.8% | Added |
| Hazlett, Burt & Watson, Inc. | 3,464 | $725.0K | 0.19% | −28−0.8% | Reduced |
| Teucrium Investment Advisors, LLC | 3,512 | $734.1K | 0.65% | +3,512 | New |
| Allegheny Financial Group LTD | 3,520 | $735.8K | 0.08% | +87+2.5% | Added |
| Means Investment Co., Inc. | 3,520 | $735.9K | 0.06% | +17+0.5% | Added |
| Opinicus Capital, Inc. | 3,530 | $738.0K | 0.40% | −193−5.2% | Reduced |
| Banque Transatlantique SA | 3,797 | $742.8K | 0.02% | +957+33.7% | Added |
| Tritonpoint Wealth, LLC | 3,570 | $746.3K | 0.07% | −33−0.9% | Reduced |
| Compass Financial Management LLC | 3,504 | $749.7K | 0.09% | +3,504 | New |
| Jefferies Financial Group Inc. | 3,588 | $750.0K | 0.01% | −11,664−76.5% | Reduced |
| Income Insurance Ltd | 3,589 | $750.2K | 0.45% | 00.0% | Unchanged |
| MJP Associates Inc | 3,590 | $750.4K | 0.08% | −348−8.8% | Reduced |
| Congress Park Capital LLC | 3,595 | $751.5K | 0.20% | −218−5.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,601 | $753.0K | 0.01% | −228−6.0% | Reduced |
| Ledyard National Bank | 3,613 | $755.3K | 0.06% | +50+1.4% | Added |
| J.M. Arbour, LLC | 3,627 | $758.1K | 0.65% | +600+19.8% | Added |
| Waddell & Associates, LLC | 3,628 | $758.4K | 0.04% | +262+7.8% | Added |
| Boston Private Wealth LLC | 3,631 | $759.1K | 0.05% | −356−8.9% | Reduced |
| Spectrum Strategic Capital Management, LLC | 3,643 | $761.5K | 0.38% | +317+9.5% | Added |
| Waldron Private Wealth LLC | 3,644 | $761.7K | 0.03% | −17−0.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,494 | $762.9K | 0.04% | +969+38.4% | Added |
| BNP Paribas | 3,659 | $764.9K | 0.02% | −14,480−79.8% | Reduced |
| Blue Water Asset Management | 3,669 | $767.0K | 0.25% | +27+0.7% | Added |
| Castleview Partners, LLC | 3,675 | $768.4K | 0.34% | +322+9.6% | Added |
| Northbridge Financial Group, LLC | 3,681 | $769.5K | 0.30% | +274+8.0% | Added |
| Missouri Trust & Investment Co | 3,659 | $769.9K | 0.21% | +100+2.8% | Added |
| Cypress Wealth Services, LLC | 3,687 | $770.8K | 0.09% | −23−0.6% | Reduced |
| Everpar Advisors LLC | 3,691 | $771.6K | 0.22% | +476+14.8% | Added |
| Summit Global Investments | 3,696 | $773.0K | 0.04% | −1,096−22.9% | Reduced |
| SeaCrest Wealth Management, LLC | 3,700 | $773.4K | 0.09% | −390−9.5% | Reduced |
| Topsail Wealth Management, LLC | 3,700 | $773.4K | 0.10% | +15+0.4% | Added |
| United Bank | 3,703 | $774.1K | 0.09% | −33−0.9% | Reduced |
| Hobbs Group Advisors, LLC | 3,706 | $774.7K | 0.20% | −33−0.9% | Reduced |
| Contravisory Investment Management, Inc. | 3,745 | $782.9K | 0.14% | +177+5.0% | Added |
| Vanguard National Trust Co | 3,749 | $783.7K | 0.04% | −735−16.4% | Reduced |
| Leonteq Securities AG | 3,753 | $784.5K | 0.05% | −6,166−62.2% | Reduced |
| Ponta Wealth Partners, LLC | 3,754 | $784.7K | 0.42% | +1,153+44.3% | Added |
| Marino, Stram & Associates LLC | 3,764 | $786.7K | 0.13% | −2−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,777 | $789.5K | 0.47% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,777 | $789.5K | 0.08% | +1,843+95.3% | Added |
| Payne Capital Management, LLC | 3,797 | $793.7K | 0.21% | +187+5.2% | Added |
| Wimmer Associates 1, LLC | 3,801 | $794.6K | 0.36% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,804 | $795.2K | 0.40% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,805 | $795.4K | 0.71% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,755 | $795.5K | 0.09% | +17+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,825 | $799.6K | 0.03% | −63−1.6% | Reduced |
| Segment Wealth Management, LLC | 3,825 | $799.6K | 0.04% | −78−2.0% | Reduced |
| Kennebec Savings Bank | 3,825 | $799.6K | 0.64% | −62−1.6% | Reduced |
| Bullock Wealth Management Group | 3,788 | $802.5K | 0.35% | −150−3.8% | Reduced |
| Intrua Financial, LLC | 3,847 | $804.2K | 0.08% | −2,056−34.8% | Reduced |
| New Hampshire Trust | 3,848 | $804.4K | 0.15% | −11−0.3% | Reduced |
| DF Dent & Co Inc | 3,854 | $805.6K | 0.02% | 00.0% | Unchanged |