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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 3,861 | $807.1K | 0.11% | −2,393−38.3% | Reduced |
| Crews Bank & Trust | 3,866 | $808.1K | 0.11% | +10+0.3% | Added |
| Wrapmanager Inc | 3,876 | $810.2K | 0.25% | −54−1.4% | Reduced |
| Catherine Avery Investment Management LLC | 3,880 | $811.1K | 0.35% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 3,884 | $811.9K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,887 | $812.6K | 0.18% | −14,057−78.3% | Reduced |
| Markowski Investments | 3,888 | $812.7K | 0.18% | +3,888 | New |
| Shepherd Financial Partners LLC | 3,891 | $813.4K | 0.07% | −159−3.9% | Reduced |
| Cohen & Steers, Inc. | 3,900 | $815.0K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,900 | $815.4K | 0.02% | +401+11.5% | Added |
| Willow Creek Capital Management, Inc. | 3,901 | $815.5K | 0.79% | +3,901 | New |
| WBI Investments | 3,905 | $816.2K | 0.20% | +3,905 | New |
| Abel Hall, LLC | 3,926 | $820.6K | 0.14% | +389+11.0% | Added |
| Basecamp Wealth Advisors LLC | 3,928 | $821.1K | 0.15% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,942 | $824.0K | 0.11% | −1,856−32.0% | Reduced |
| First Interstate Bank | 3,953 | $826.3K | 0.04% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,967 | $829.3K | 0.05% | +12+0.3% | Added |
| Retirement Planning Group | 3,968 | $829.4K | 0.02% | +104+2.7% | Added |
| Golden Reserve Retirement LLC | 3,982 | $832.5K | 0.13% | +1,452+57.4% | Added |
| Birnam Oak Advisors, LP | 4,000 | $836.2K | 0.14% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,005 | $837.2K | 0.04% | +450+12.7% | Added |
| Regal Investment Advisors LLC | 4,008 | $837.9K | 0.04% | −4,933−55.2% | Reduced |
| Balboa Wealth Partners | 4,012 | $838.7K | 0.11% | +657+19.6% | Added |
| May Hill Capital, LLC | 4,016 | $839.6K | 0.18% | +136+3.5% | Added |
| Bay Capital Advisors, LLC | 4,023 | $840.9K | 0.45% | 00.0% | Unchanged |
| Alpha Family Trust | 4,025 | $841.4K | 0.34% | 00.0% | Unchanged |
| Private Advisory Group LLC | 4,026 | $841.6K | 0.05% | +1,195+42.2% | Added |
| Cromwell Holdings LLC | 4,034 | $843.3K | 0.38% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,040 | $844.5K | 0.03% | +244+6.4% | Added |
| McLaughlin Asset Management, Inc. | 4,041 | $844.6K | 0.58% | −273−6.3% | Reduced |
| Cardinal Point Capital Management, ULC | 4,043 | $845.1K | 0.05% | +1,278+46.2% | Added |
| Orleans Capital Management Corp | 4,044 | $845.4K | 0.44% | +4,044 | New |
| St Germain D J Co Inc | 4,046 | $845.8K | 0.03% | +222+5.8% | Added |
| Waters Parkerson & Co., LLC | 4,050 | $846.6K | 0.04% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 4,062 | $849.1K | 0.28% | −1,000−19.8% | Reduced |
| TritonPoint Partners, LLC | 4,066 | $850.0K | 0.07% | +4,066 | New |
| Rosenberg Matthew Hamilton | 4,067 | $850.2K | 0.16% | +151+3.9% | Added |
| Sepio Capital, LP | 4,074 | $851.6K | 0.04% | −3,409−45.6% | Reduced |
| Salzhauer Michael | 4,081 | $853.1K | 0.31% | −50−1.2% | Reduced |
| X-Square Capital, LLC | 4,090 | $855.0K | 0.22% | +10+0.2% | Added |
| KKM Financial LLC | 4,094 | $855.8K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,095 | $856.0K | 0.04% | +211+5.4% | Added |
| Strategy Asset Managers LLC | 4,096 | $856.2K | 0.13% | +6+0.1% | Added |
| Park National Corp | 4,113 | $859.8K | 0.02% | −39−0.9% | Reduced |
| Webster Bank, N. A. | 4,114 | $860.0K | 0.07% | +418+11.3% | Added |
| Pallas Capital Advisors LLC | 4,130 | $863.3K | 0.03% | +301+7.9% | Added |
| Riverbend Wealth Management, LLC | 4,131 | $863.6K | 0.44% | +112+2.8% | Added |
| Alliance Wealth Advisors, LLC | 4,133 | $864.0K | 0.35% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 4,147 | $866.9K | 0.05% | −1,440−25.8% | Reduced |
| Langley Wealth Management, LLC | 4,148 | $867.0K | 0.85% | +4,148 | New |
| Holderness Investments Co | 4,148 | $867.0K | 0.14% | +22+0.5% | Added |
| Piedmont Capital Management, LLC | 4,185 | $874.8K | 0.53% | −20−0.5% | Reduced |
| Peoples Bank | 4,189 | $875.7K | 0.45% | −244−5.5% | Reduced |
| Cypress Capital Group | 4,194 | $876.8K | 0.08% | +2,539+153.4% | Added |
| Lionsbridge Wealth Management LLC | 4,225 | $883.2K | 0.87% | +4,225 | New |
| Johnson Financial Group, LLC | 4,230 | $884.2K | 0.05% | +2,391+130.0% | Added |
| Claro Advisors LLC | 4,235 | $885.3K | 0.09% | +100+2.4% | Added |
| Congress Asset Management Co | 4,239 | $886.2K | 0.01% | −3,345−44.1% | Reduced |
| Apriem Advisors | 4,241 | $886.6K | 0.08% | −200−4.5% | Reduced |
| Bell Bank | 4,242 | $886.7K | 0.03% | −67−1.6% | Reduced |
| Millennium Capital Advisors, LLC | 4,243 | $887.1K | 0.48% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,247 | $887.7K | 0.19% | +17+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 3,999 | $887.9K | 0.02% | −295−6.9% | Reduced |
| Beacon Financial Group | 4,250 | $888.5K | 0.08% | −972−18.6% | Reduced |
| Frisch Financial Group, Inc. | 4,264 | $891.3K | 0.15% | +428+11.2% | Added |
| First Bank & Trust | 4,274 | $893.4K | 0.13% | −272−6.0% | Reduced |
| Fortem Financial Group, LLC | 4,288 | $896.4K | 0.18% | −100−2.3% | Reduced |
| Leuthold Group, LLC | 4,303 | $899.5K | 0.09% | −66,701−93.9% | Reduced |
| TFR Capital, LLC. | 4,303 | $899.5K | 0.25% | +56+1.3% | Added |
| Advisor OS, LLC | 4,314 | $901.7K | 0.06% | −1,506−25.9% | Reduced |
| Tuttle Tactical Management | 4,317 | $902.4K | 0.61% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 4,326 | $904.3K | 0.24% | +4,326 | New |
| Sax Wealth Advisors, LLC | 5,521 | $908.6K | 0.04% | +374+7.3% | Added |
| First Financial Bank - Trust Division | 4,348 | $908.9K | 0.06% | +95+2.2% | Added |
| Evexia Wealth LLC | 4,307 | $909.8K | 0.25% | −85−1.9% | Reduced |
| S Harris Financial Group, LLC | 4,356 | $910.7K | 0.71% | +35+0.8% | Added |
| Legacy Capital Group California, Inc. | 4,369 | $913.3K | 0.28% | −115−2.6% | Reduced |
| Ninepoint Partners LP | 4,375 | $914.5K | 0.08% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 4,387 | $917.1K | 0.09% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,389 | $917.5K | 0.09% | +1,962+80.8% | Added |
| First American Trust, FSB | 4,402 | $920.0K | 0.06% | +46+1.1% | Added |
| Quantitative Investment Management, LLC | 4,402 | $920.0K | 0.10% | −3,132−41.6% | Reduced |
| Richwood Investment Advisors, LLC | 4,403 | $920.3K | 0.65% | +296+7.2% | Added |
| Goldenstone Wealth Management LLC | 4,424 | $924.9K | 0.60% | −107−2.4% | Reduced |
| Integrity Advisory Solutions, LLC | 4,437 | $927.7K | 0.10% | +729+19.7% | Added |
| Moors & Cabot, Inc. | 4,440 | $928.1K | 0.04% | +290+7.0% | Added |
| Jacobi Capital Management LLC | 4,440 | $928.2K | 0.05% | +63+1.4% | Added |
| Themes Management Co LLC | 4,451 | $930.4K | 0.62% | −1,573−26.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,453 | $930.9K | 0.19% | −11−0.2% | Reduced |
| Geneos Wealth Management Inc. | 4,458 | $932.0K | 0.02% | −42−0.9% | Reduced |
| Willner & Heller, LLC | 4,479 | $936.2K | 0.59% | +24+0.5% | Added |
| Signet Private Wealth LLC | 4,488 | $938.2K | 0.75% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 4,500 | $940.7K | 0.12% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 4,503 | $941.4K | 0.46% | −171−3.7% | Reduced |
| CNB Bank | 4,522 | $945.3K | 0.37% | −7−0.2% | Reduced |
| Fragasso Group Inc. | 4,523 | $945.5K | 0.05% | +1,911+73.2% | Added |
| Harvest Fund Management Co., Ltd | 4,525 | $946.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,550 | $951.1K | 0.19% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $952.7K | 0.03% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 4,559 | $953.0K | 0.13% | +250+5.8% | Added |