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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 6,806 | $1.42M | 0.32% | −7,158−51.3% | Reduced |
| Empower Advisory Group, LLC | 6,815 | $1.42M | 0.00% | +405+6.3% | Added |
| Trust Point Inc. | 6,819 | $1.43M | 0.12% | +144+2.2% | Added |
| L2 Asset Management, LLC | 6,845 | $1.43M | 0.15% | +400+6.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,855 | $1.43M | 0.36% | 00.0% | Unchanged |
| Investors Research Corp | 6,883 | $1.44M | 0.26% | −20−0.3% | Reduced |
| Visionary Wealth Advisors | 6,887 | $1.44M | 0.06% | +121+1.8% | Added |
| Prosperity Consulting Group, LLC | 6,904 | $1.44M | 0.05% | +733+11.9% | Added |
| PDS Planning, Inc | 6,927 | $1.45M | 0.08% | +295+4.4% | Added |
| Delphi Management Inc | 6,942 | $1.45M | 1.42% | +5+0.1% | Added |
| Cim Investment Mangement Inc | 6,963 | $1.46M | 0.35% | −665−8.7% | Reduced |
| Owen LaRue, LLC | 6,964 | $1.46M | 0.51% | +6,964 | New |
| Perfromance Wealth Partners, LLC | 6,998 | $1.46M | 0.04% | +3,463+98.0% | Added |
| Evansbrook LLC | 7,016 | $1.47M | 0.87% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,026 | $1.47M | 0.02% | +1,369+24.2% | Added |
| Atticus Wealth Management, LLC | 7,031 | $1.47M | 0.35% | +997+16.5% | Added |
| Cooper Financial Group | 7,055 | $1.47M | 0.12% | +443+6.7% | Added |
| NBH Bank | 7,077 | $1.48M | 0.62% | +7,077 | New |
| Paladin Wealth, LLC | 7,079 | $1.48M | 0.86% | −208−2.9% | Reduced |
| Grandview Asset Management LLC | 6,959 | $1.48M | 0.37% | +542+8.4% | Added |
| Cidel Asset Management Inc | 7,124 | $1.49M | 0.07% | −165−2.3% | Reduced |
| Baker Avenue Asset Management, LP | 7,154 | $1.50M | 0.03% | +443+6.6% | Added |
| Personal Cfo Solutions, LLC | 7,157 | $1.50M | 0.22% | +216+3.1% | Added |
| Harrell Investment Partners, LLC | 7,163 | $1.50M | 0.32% | +240+3.5% | Added |
| Bull Street Advisors, LLC | 7,170 | $1.50M | 0.68% | −15−0.2% | Reduced |
| Harbour Investments, Inc. | 7,199 | $1.50M | 0.02% | +457+6.8% | Added |
| Asset Dedication, LLC | 7,200 | $1.51M | 0.09% | −101−1.4% | Reduced |
| Accurate Wealth Management, LLC | 6,808 | $1.51M | 0.14% | +605+9.8% | Added |
| Mindset Wealth Management, LLC | 7,283 | $1.52M | 0.29% | +614+9.2% | Added |
| Destination Wealth Management | 7,291 | $1.52M | 0.04% | +727+11.1% | Added |
| Stratos Wealth Advisors, LLC | 7,310 | $1.53M | 0.08% | −545−6.9% | Reduced |
| Financial Engines Advisors L.L.C. | 7,326 | $1.53M | 0.00% | −148−2.0% | Reduced |
| Orion Capital Management LLC | 7,350 | $1.54M | 0.48% | −310−4.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,392 | $1.55M | 0.13% | +23+0.3% | Added |
| Davidson Capital Management Inc. | 7,410 | $1.55M | 0.25% | +151+2.1% | Added |
| Grove Bank & Trust | 7,416 | $1.55M | 0.15% | +10.0% | Added |
| WESPAC Advisors SoCal, LLC | 7,428 | $1.55M | 0.28% | +336+4.7% | Added |
| Saiph Capital, LLC | 7,435 | $1.55M | 0.47% | +2,821+61.1% | Added |
| Genesee Capital Advisors, LLC | 7,460 | $1.56M | 0.49% | +903+13.8% | Added |
| Zhang Financial LLC | 7,462 | $1.56M | 0.05% | +420+6.0% | Added |
| Forum Financial Management, LP | 7,469 | $1.56M | 0.02% | −5,494−42.4% | Reduced |
| Clarendon Private LLC | 7,475 | $1.56M | 1.00% | +213+2.9% | Added |
| Summit Wealth Partners, LLC | 7,495 | $1.57M | 0.22% | +85+1.1% | Added |
| Hills Bank & Trust Co | 7,495 | $1.57M | 0.07% | +93+1.3% | Added |
| Operose Advisors LLC | 7,506 | $1.57M | 0.30% | −399−5.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,510 | $1.57M | 0.26% | −120−1.6% | Reduced |
| Carmel Capital Partners, LLC | 7,535 | $1.58M | 0.52% | −7−0.1% | Reduced |
| Pacitti Group Inc. | 7,571 | $1.58M | 0.50% | +448+6.3% | Added |
| Icon Wealth Advisors, LLC | 7,584 | $1.59M | 0.10% | −53−0.7% | Reduced |
| Breakwater Capital Group | 7,596 | $1.59M | 0.19% | −156−2.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,600 | $1.59M | 0.07% | −87−1.1% | Reduced |
| Bank of Stockton | 7,631 | $1.60M | 0.45% | −242−3.1% | Reduced |
| IFG Advisors, LLC | 7,632 | $1.60M | 0.22% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,648 | $1.60M | 0.07% | +1,429+23.0% | Added |
| Angeles Wealth Management, LLC | 7,661 | $1.60M | 0.07% | −9−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 7,689 | $1.61M | 0.41% | −490−6.0% | Reduced |
| Peoples Financial Services Corp. | 7,691 | $1.61M | 0.69% | +35+0.5% | Added |
| South Plains Financial, Inc. | 7,694 | $1.61M | 0.86% | −86−1.1% | Reduced |
| Lawood & Co | 7,726 | $1.62M | 1.09% | −200−2.5% | Reduced |
| BluePath Capital Management, LLC | 7,742 | $1.62M | 0.89% | −16−0.2% | Reduced |
| Dempze Nancy E | 7,783 | $1.63M | 0.78% | −800−9.3% | Reduced |
| Aprio Wealth Management, LLC | 7,786 | $1.63M | 0.08% | +280+3.7% | Added |
| RFG Advisory, LLC | 7,787 | $1.63M | 0.03% | +1,115+16.7% | Added |
| Soltis Investment Advisors LLC | 7,790 | $1.63M | 0.09% | +306+4.1% | Added |
| Numerai GP LLC | 7,795 | $1.63M | 0.13% | −1,231−13.6% | Reduced |
| Venturi Wealth Management, LLC | 7,802 | $1.63M | 0.06% | −39−0.5% | Reduced |
| Corsair Capital Management, L.P. | 7,815 | $1.63M | 0.21% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 7,872 | $1.65M | 0.21% | −115−1.4% | Reduced |
| CX Institutional | 7,892 | $1.65M | 0.05% | −23−0.3% | Reduced |
| Johnson Investment Counsel Inc | 7,894 | $1.65M | 0.01% | +1,018+14.8% | Added |
| Tandem Capital Management Corp | 7,916 | $1.65M | 0.70% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,918 | $1.66M | 0.06% | +1,843+30.3% | Added |
| Westco Advisory Services Inc | 7,920 | $1.66M | 1.00% | +595+8.1% | Added |
| Ayrshire Capital Management LLC | 7,926 | $1.66M | 0.78% | +7,926 | New |
| Busey Wealth Management | 7,966 | $1.67M | 0.04% | −448−5.3% | Reduced |
| Old National Bancorp | 7,970 | $1.67M | 0.03% | +480+6.4% | Added |
| CFS Investment Advisory Services, LLC | 7,805 | $1.67M | 0.11% | +63+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 7,996 | $1.67M | 0.10% | −471−5.6% | Reduced |
| Ulysses Management LLC | 8,000 | $1.67M | 0.58% | +8,000 | New |
| Gateway Wealth Partners, LLC | 8,023 | $1.68M | 0.10% | −2,284−22.2% | Reduced |
| Sage Rhino Capital LLC | 8,032 | $1.68M | 0.28% | −223−2.7% | Reduced |
| Polymer Capital Management (HK) LTD | 8,034 | $1.68M | 0.17% | +8,034 | New |
| Buckley Wealth Management, LLC | 8,040 | $1.68M | 0.42% | −1,455−15.3% | Reduced |
| Sather Financial Group Inc | 8,041 | $1.68M | 0.10% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8,053 | $1.68M | 0.47% | +100+1.3% | Added |
| Arjuna Capital | 8,069 | $1.69M | 0.38% | +8,069 | New |
| Abacus Wealth Partners, LLC | 8,086 | $1.69M | 0.18% | −1,203−13.0% | Reduced |
| Viewpoint Capital Management LLC | 8,094 | $1.69M | 0.86% | −3,800−31.9% | Reduced |
| SBI Securities Co., Ltd. | 8,096 | $1.69M | 0.04% | −799−9.0% | Reduced |
| CenterBook Partners LP | 8,123 | $1.70M | 0.08% | +5,977+278.5% | Added |
| ING Groep NV | 8,132 | $1.70M | 0.01% | −46,508−85.1% | Reduced |
| TRUE Private Wealth Advisors | 8,155 | $1.70M | 0.15% | +7+0.1% | Added |
| Secured Retirement Advisors, LLC | 8,176 | $1.71M | 0.88% | +8,176 | New |
| Catalyst Financial Partners LLC | 8,193 | $1.71M | 0.17% | +227+2.8% | Added |
| E&G Advisors, LP | 8,194 | $1.71M | 0.33% | 00.0% | Unchanged |
| Anchyra Partners LLC | 8,203 | $1.71M | 0.41% | +4,094+99.6% | Added |
| Herold Advisors, Inc. | 8,232 | $1.72M | 0.34% | +64+0.8% | Added |
| Financial Management Professionals, Inc. | 8,245 | $1.72M | 0.16% | +52+0.6% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 8,250 | $1.72M | 0.72% | +863+11.7% | Added |
| bLong Financial, LLC | 8,259 | $1.73M | 1.12% | −100−1.2% | Reduced |