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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,413 | $1.13M | 0.05% | +126+2.4% | Added |
| Prestige Wealth Management Group LLC | 5,415 | $1.13M | 0.21% | +1,848+51.8% | Added |
| Focused Alpha, LLC | 5,425 | $1.13M | 0.29% | +38+0.7% | Added |
| Adirondack Trust Co | 5,429 | $1.13M | 0.34% | −90−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 5,435 | $1.14M | 0.12% | +20.0% | Added |
| Ameritas Advisory Services, LLC | 5,441 | $1.14M | 0.02% | +1,033+23.4% | Added |
| GeoWealth Management, LLC | 5,442 | $1.14M | 0.04% | −179−3.2% | Reduced |
| Quilter Plc | 5,450 | $1.14M | 0.02% | +180+3.4% | Added |
| Ellevest, Inc. | 5,501 | $1.14M | 0.13% | −370−6.3% | Reduced |
| Resurgent Financial Advisors LLC | 5,465 | $1.14M | 0.32% | +143+2.7% | Added |
| Northern Financial Advisors Inc | 5,473 | $1.14M | 0.76% | +20.0% | Added |
| Heritage Wealth Advisors | 5,484 | $1.15M | 0.04% | +3+0.1% | Added |
| Argentarii, LLC | 5,337 | $1.15M | 0.35% | +484+10.0% | Added |
| United Community Bank | 5,496 | $1.15M | 0.36% | +120+2.2% | Added |
| SageView Advisory Group, LLC | 5,496 | $1.15M | 0.04% | +1,033+23.1% | Added |
| Wealth Effects LLC | 5,500 | $1.15M | 0.31% | +500+10.0% | Added |
| Eads & Heald Wealth Management | 5,507 | $1.15M | 0.56% | −216−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,523 | $1.15M | 0.14% | +5,002+960.1% | Added |
| Douglass Winthrop Advisors, LLC | 5,534 | $1.16M | 0.02% | +228+4.3% | Added |
| Net Worth Advisory Group | 5,539 | $1.16M | 0.29% | −147−2.6% | Reduced |
| Wealth Science Advisors LLC | 5,563 | $1.16M | 0.52% | +1,018+22.4% | Added |
| Curbstone Financial Management Corp | 5,576 | $1.17M | 0.20% | −100−1.8% | Reduced |
| Berkshire Bank | 5,587 | $1.17M | 0.22% | −430−7.1% | Reduced |
| Sippican Capital Advisors | 5,593 | $1.17M | 0.71% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 5,596 | $1.17M | 0.28% | −19−0.3% | Reduced |
| Ocean Capital Management, LLC | 5,604 | $1.17M | 0.22% | +22+0.4% | Added |
| Whalen Wealth Management Inc. | 5,620 | $1.17M | 0.53% | −917−14.0% | Reduced |
| One Capital Management, LLC | 7,139 | $1.17M | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,628 | $1.18M | 0.03% | +280+5.2% | Added |
| Clear Wave Wealth Management LLC | 5,647 | $1.18M | 0.26% | +50+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 5,650 | $1.18M | 0.10% | −207−3.5% | Reduced |
| Legacy Edge Advisors, LLC | 5,664 | $1.18M | 0.11% | +2,600+84.9% | Added |
| Rogco, LP | 5,668 | $1.18M | 0.36% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,669 | $1.19M | 0.06% | +988+21.1% | Added |
| Portfolio Design Labs, LLC | 5,683 | $1.19M | 0.19% | −251−4.2% | Reduced |
| Evernest Financial Advisors, LLC | 5,700 | $1.19M | 0.25% | +5+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,750 | $1.20M | 0.07% | −37−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 5,811 | $1.21M | 0.02% | +305+5.5% | Added |
| Baron Wealth Management LLC | 5,817 | $1.22M | 0.32% | +102+1.8% | Added |
| Lee Danner & Bass Inc | 5,820 | $1.22M | 0.07% | +6+0.1% | Added |
| MBL Wealth, LLC | 5,829 | $1.22M | 0.08% | +457+8.5% | Added |
| Alliance Private Wealth, LLC | 5,834 | $1.22M | 0.42% | −390−6.3% | Reduced |
| YANKCOM Partnership | 5,840 | $1.22M | 0.44% | −5−0.1% | Reduced |
| Leelyn Smith, LLC | 5,845 | $1.22M | 0.15% | +5+0.1% | Added |
| Essex Financial Services, Inc. | 5,885 | $1.23M | 0.06% | −677−10.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,947 | $1.24M | 0.02% | −189−3.1% | Reduced |
| Berger Financial Group, Inc | 5,970 | $1.25M | 0.06% | −11−0.2% | Reduced |
| Goldstone Financial Group, LLC | 5,990 | $1.25M | 0.11% | −416−6.5% | Reduced |
| Cornerstone Wealth Group, LLC | 6,001 | $1.25M | 0.07% | +558+10.3% | Added |
| SlateStone Wealth, LLC | 6,026 | $1.26M | 0.10% | −99−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,043 | $1.26M | 0.02% | −551−8.4% | Reduced |
| Guardian Partners Inc. | 6,059 | $1.27M | 0.11% | −150−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,060 | $1.27M | 0.24% | −622−9.3% | Reduced |
| Klingman & Associates, LLC | 6,070 | $1.27M | 0.05% | −709−10.5% | Reduced |
| Strategic Blueprint, LLC | 6,091 | $1.27M | 0.06% | +347+6.0% | Added |
| LM Advisors LLC | 6,120 | $1.28M | 0.15% | +5,113+507.7% | Added |
| Versant Capital Management, Inc | 6,154 | $1.29M | 0.12% | −529−7.9% | Reduced |
| Everest Financial Group LLC | 6,166 | $1.29M | 0.17% | −65−1.0% | Reduced |
| Vigil Wealth Management, LLC | 6,170 | $1.29M | 0.92% | 00.0% | Unchanged |
| PCM Encore, LLC | 6,183 | $1.29M | 0.23% | −95−1.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.29M | 0.49% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,196 | $1.30M | 0.13% | +464+8.1% | Added |
| Somerville Kurt F | 6,200 | $1.30M | 0.31% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 6,205 | $1.30M | 0.25% | −500−7.5% | Reduced |
| Charles Schwab Trust Co | 6,211 | $1.30M | 0.07% | +305+5.2% | Added |
| Mechanics Financial Corp | 6,221 | $1.30M | 0.47% | +33+0.5% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $1.31M | 0.46% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 6,263 | $1.31M | 0.04% | +817+15.0% | Added |
| RMR Wealth Builders | 6,308 | $1.32M | 0.08% | −230−3.5% | Reduced |
| Fortress Private Ledger, LLC | 6,324 | $1.32M | 0.36% | +651+11.5% | Added |
| RiverFront Investment Group, LLC | 6,330 | $1.32M | 0.02% | −1,724−21.4% | Reduced |
| Hamilton Capital, LLC | 6,332 | $1.32M | 0.07% | −64−1.0% | Reduced |
| Childress Capital Advisors, LLC | 6,381 | $1.33M | 0.22% | −150−2.3% | Reduced |
| Csenge Advisory Group | 6,384 | $1.33M | 0.05% | −211−3.2% | Reduced |
| Jmac Enterprises LLC | 6,400 | $1.34M | 0.23% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,449 | $1.35M | 0.16% | +659+11.4% | Added |
| Nicholas Hoffman & Company, LLC. | 6,461 | $1.35M | 0.03% | +581+9.9% | Added |
| Main Street Financial Solutions, LLC | 6,471 | $1.35M | 0.09% | +1,608+33.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.35M | 0.08% | 00.0% | Unchanged |
| Robotti Robert | 6,500 | $1.36M | 0.22% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,502 | $1.36M | 0.02% | +1,492+29.8% | Added |
| First Foundation Advisors | 6,509 | $1.36M | 0.05% | +517+8.6% | Added |
| Longfellow Investment Management Co LLC | 6,532 | $1.37M | 0.28% | −1,353−17.2% | Reduced |
| Independent Investors Inc | 6,533 | $1.37M | 0.26% | −250−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 6,556 | $1.37M | 0.05% | +28+0.4% | Added |
| Machina Capital S.A.S. | 6,577 | $1.37M | 0.22% | +736+12.6% | Added |
| Zions Bancorporation, National Association | 6,581 | $1.38M | 0.08% | −491−6.9% | Reduced |
| Signal Advisors Wealth, LLC | 6,602 | $1.38M | 0.07% | −268−3.9% | Reduced |
| Harbor Advisors LLC | 6,608 | $1.38M | 0.17% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 6,628 | $1.39M | 0.55% | −30−0.5% | Reduced |
| Indivisible Partners | 6,642 | $1.39M | 0.08% | +2,108+46.5% | Added |
| HBK Sorce Advisory LLC | 6,384 | $1.39M | 0.03% | −64−1.0% | Reduced |
| Fiduciary Family Office, LLC | 6,667 | $1.39M | 0.35% | +1,435+27.4% | Added |
| ARS Investment Partners, LLC | 6,679 | $1.40M | 0.06% | −176,978−96.4% | Reduced |
| Verity & Verity, LLC | 6,698 | $1.40M | 0.10% | −865−11.4% | Reduced |
| LS Investment Advisors, LLC | 6,700 | $1.40M | 0.19% | +185+2.8% | Added |
| Meridian Investment Counsel Inc. | 6,710 | $1.40M | 0.30% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,725 | $1.41M | 0.27% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 6,761 | $1.41M | 0.40% | +5+0.1% | Added |
| Facet Wealth, Inc. | 6,794 | $1.42M | 0.02% | +1,722+34.0% | Added |