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; 2,746 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
- 2,746
- +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
- 947 more reduced
34 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Catalyst Investment Management LLC | 4,561 | $953.4K | 0.86% | −193−4.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,568 | $954.9K | 0.03% | +2,747+150.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,570 | $955.3K | 0.04% | +290+6.8% | Added |
| Valmark Advisers, Inc. | 4,590 | $959.5K | 0.01% | +440+10.6% | Added |
| Arcataur Capital Management LLC | 4,594 | $960.3K | 0.24% | 00.0% | Unchanged |
| Optas, LLC | 4,598 | $961.2K | 0.13% | +119+2.7% | Added |
| Arsenal Capital Advisors LLC | 4,599 | $961.5K | 0.57% | +15+0.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 4,603 | $962.1K | 0.29% | +18+0.4% | Added |
| Pitcairn Wealth Advisors LLC | 4,606 | $962.8K | 0.11% | −1,756−27.6% | Reduced |
| Alta Advisers Ltd | 4,615 | $964.7K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 4,619 | $965.5K | 0.30% | −3−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,626 | $967.0K | 0.15% | +146+3.3% | Added |
| Powell Investment Advisors, LLC | 4,628 | $967.5K | 0.31% | +23+0.5% | Added |
| Howard Financial Services, Ltd. | 4,628 | $967.5K | 0.10% | +284+6.5% | Added |
| China Universal Asset Management Co., Ltd. | 4,631 | $968.1K | 0.06% | +1,250+37.0% | Added |
| 3Chopt Investment Partners, LLC | 4,633 | $968.5K | 0.18% | +4,633 | New |
| Clear Harbor Asset Management, LLC | 4,637 | $969.3K | 0.06% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,646 | $971.2K | 0.34% | +39+0.8% | Added |
| Texas Bank & Trust Co | 4,649 | $971.8K | 0.32% | −45−1.0% | Reduced |
| Allen Capital Group, LLC | 4,649 | $971.8K | 0.08% | +103+2.3% | Added |
| Alta Wealth Advisors LLC | 4,651 | $972.2K | 0.26% | −128−2.7% | Reduced |
| Smithfield Trust Co | 4,668 | $976.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,670 | $976.1K | 0.01% | +998+27.2% | Added |
| DT Investment Partners, LLC | 4,672 | $976.6K | 0.07% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 4,700 | $982.5K | 0.16% | +4,700 | New |
| West Family Investments, Inc. | 4,702 | $982.9K | 0.28% | +1,816+62.9% | Added |
| Orca Investment Management, LLC | 4,722 | $987.1K | 0.72% | +20.0% | Added |
| Goelzer Investment Management, Inc. | 4,731 | $989.0K | 0.04% | −186−3.8% | Reduced |
| Diversified Enterprises, LLC | 4,733 | $989.4K | 0.05% | +118+2.6% | Added |
| North Star Investment Management Corp. | 4,746 | $992.1K | 0.05% | −10.0% | Reduced |
| Cheviot Value Management, LLC | 4,750 | $992.9K | 0.10% | +200+4.4% | Added |
| Flagship Harbor Advisors, LLC | 4,772 | $997.5K | 0.04% | −3,485−42.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 4,775 | $998.2K | 0.16% | +4,775 | New |
| Continuum Advisory, LLC | 4,781 | $999.4K | 0.08% | +276+6.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,782 | $999.6K | 0.68% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 4,785 | $1.00M | 0.59% | −9−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,795 | $1.00M | 0.10% | −5,183−51.9% | Reduced |
| SmartHarvest Portfolios, LLC | 4,793 | $1.00M | 0.32% | +967+25.3% | Added |
| BSW Wealth Partners | 4,798 | $1.00M | 0.11% | −1,796−27.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,802 | $1.00M | 0.02% | −18−0.4% | Reduced |
| Global Financial Private Client, LLC | 4,807 | $1.00M | 0.27% | +133+2.8% | Added |
| Myriad Asset Management US LP | 4,816 | $1.01M | 1.39% | +722+17.6% | Added |
| Red Door Wealth Management, LLC | 4,837 | $1.01M | 0.09% | +609+14.4% | Added |
| Insight 2811, Inc. | 4,838 | $1.01M | 0.41% | +56+1.2% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $1.01M | 0.70% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,843 | $1.01M | 0.15% | −57−1.2% | Reduced |
| Severin Investments, LLC | 4,845 | $1.01M | 0.76% | +2,868+145.1% | Added |
| Hillsdale Investment Management Inc. | 4,850 | $1.01M | 0.02% | −28,870−85.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $1.02M | 0.00% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 4,880 | $1.02M | 0.11% | −2,997−38.0% | Reduced |
| Coign Capital Advisors LLC | 4,894 | $1.02M | 0.46% | +28+0.6% | Added |
| SMART Wealth LLC | 4,907 | $1.03M | 0.22% | +4,907 | New |
| Kovack Advisors, Inc. | 4,871 | $1.03M | 0.05% | −20.0% | Reduced |
| MONECO Advisors, LLC | 4,917 | $1.03M | 0.06% | +3,295+203.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,920 | $1.03M | 0.21% | +301+6.5% | Added |
| Register Financial Advisors LLC | 4,934 | $1.03M | 0.32% | +10.0% | Added |
| Tradition Wealth Management, LLC | 4,948 | $1.03M | 0.06% | −336−6.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.04M | 0.25% | 0 | Unchanged |
| Oxford Financial Group Ltd | 4,955 | $1.04M | 0.05% | −154−3.0% | Reduced |
| Defiance ETFs, LLC | 4,891 | $1.04M | 0.01% | +816+20.0% | Added |
| Cambient Family Office, LLC | 4,958 | $1.04M | 0.13% | +100+2.1% | Added |
| SGL Investment Advisors, Inc. | 4,817 | $1.04M | 0.36% | +200+4.3% | Added |
| Trueblood Wealth Management, LLC | 4,990 | $1.04M | 0.36% | +428+9.4% | Added |
| Beck Mack & Oliver LLC | 5,000 | $1.05M | 0.02% | 00.0% | Unchanged |
| De Lisle Partners LLP | 5,000 | $1.05M | 0.11% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 5,012 | $1.05M | 0.05% | −9−0.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,022 | $1.05M | 0.36% | +40+0.8% | Added |
| Fox Run Management, L.L.C. | 5,037 | $1.05M | 0.17% | +3,708+279.0% | Added |
| Bank of New Hampshire | 5,046 | $1.05M | 0.22% | −80−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 5,080 | $1.06M | 0.28% | −15−0.3% | Reduced |
| Marble Wealth, LLC | 5,094 | $1.06M | 0.16% | +41+0.8% | Added |
| Oddo BHF Asset Management SAS | 5,094 | $1.06M | 0.05% | −872−14.6% | Reduced |
| Hudock, Inc. | 5,094 | $1.06M | 0.14% | +599+13.3% | Added |
| Strategic Financial Services, Inc, | 5,125 | $1.07M | 0.05% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 5,149 | $1.08M | 0.75% | 00.0% | Unchanged |
| Keel Point, LLC | 5,153 | $1.08M | 0.06% | −188−3.5% | Reduced |
| Apella Capital, LLC | 4,863 | $1.08M | 0.02% | +199+4.3% | Added |
| Shufro Rose & Co LLC | 5,166 | $1.08M | 0.06% | −700−11.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,169 | $1.08M | 0.23% | +5,169 | New |
| Barlow Wealth Partners, Inc. | 4,964 | $1.08M | 0.12% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,182 | $1.08M | 0.00% | −23,972−82.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 5,192 | $1.09M | 0.09% | +1,517+41.3% | Added |
| Oslo Pensjonsforsikring AS | 5,195 | $1.09M | 0.12% | −336−6.1% | Reduced |
| Krane Financial Solutions LLC | 5,217 | $1.09M | 0.67% | +27+0.5% | Added |
| Coastal Bridge Advisors, LLC | 5,228 | $1.09M | 0.07% | +958+22.4% | Added |
| Arbor Investment Advisors, LLC | 5,239 | $1.10M | 0.12% | +1,064+25.5% | Added |
| Clifford Group, LLC | 5,257 | $1.10M | 0.76% | −335−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,270 | $1.10M | 0.10% | −10−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 5,293 | $1.11M | 0.05% | −332−5.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,307 | $1.11M | 0.33% | +24+0.5% | Added |
| Pictet & Cie (Europe) SA | 5,311 | $1.11M | 0.02% | −186−3.4% | Reduced |
| Canopy Partners, LLC | 5,323 | $1.11M | 0.33% | −17−0.3% | Reduced |
| S-Bank Fund Management Ltd | 5,324 | $1.11M | 0.15% | +5,324 | New |
| SFMG, LLC | 5,335 | $1.12M | 0.07% | +362+7.3% | Added |
| Harbor Investment Advisory, LLC | 5,351 | $1.12M | 0.08% | +606+12.8% | Added |
| Hodges Capital Management Inc. | 5,351 | $1.12M | 0.07% | −21,817−80.3% | Reduced |
| Mechanics Bank Trust Department | 5,366 | $1.12M | 0.14% | −80−1.5% | Reduced |
| Johnson & White Wealth Management, LLC | 5,375 | $1.12M | 0.42% | −345−6.0% | Reduced |
| MCF Advisors LLC | 5,376 | $1.12M | 0.04% | −1,518−22.0% | Reduced |
| Davis R M Inc | 5,391 | $1.13M | 0.02% | −34−0.6% | Reduced |