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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 8,282 | $1.73M | 0.32% | −13−0.2% | Reduced |
| Triangle Securities Wealth Management | 8,294 | $1.73M | 0.34% | −160−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,343 | $1.74M | 0.06% | +380+4.8% | Added |
| Silver Oak Securities, Inc | 8,348 | $1.75M | 0.11% | −338−3.9% | Reduced |
| FourThought Financial Partners, LLC | 8,360 | $1.75M | 0.13% | −91−1.1% | Reduced |
| Phoenix Holdings Ltd. | 8,368 | $1.75M | 0.01% | −5,175−38.2% | Reduced |
| Jump Financial, LLC | 8,400 | $1.76M | 0.02% | −104,597−92.6% | Reduced |
| Capital International Sarl | 8,422 | $1.76M | 0.02% | +4,665+124.2% | Added |
| Bridgewater Advisors Inc. | 8,360 | $1.77M | 0.10% | −7−0.1% | Reduced |
| LVW Advisors, LLC | 8,532 | $1.78M | 0.15% | +903+11.8% | Added |
| New Vernon Investment Management LLC | 8,550 | $1.79M | 2.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,593 | $1.80M | 0.08% | −225−2.6% | Reduced |
| CVA Family Office, LLC | 8,641 | $1.81M | 0.16% | +67+0.8% | Added |
| NCM Capital Management, LLC | 8,661 | $1.81M | 0.56% | +16+0.2% | Added |
| Howard Capital Management Inc. | 8,674 | $1.81M | 0.02% | +4,022+86.5% | Added |
| Westover Capital Advisors, LLC | 8,710 | $1.82M | 0.30% | +680+8.5% | Added |
| LGT Group Foundation | 8,726 | $1.82M | 0.02% | −276−3.1% | Reduced |
| Proficio Capital Partners LLC | 8,753 | $1.83M | 0.07% | +6,725+331.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $1.84M | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,793 | $1.84M | 0.38% | −99−1.1% | Reduced |
| Americana Partners, LLC | 8,802 | $1.84M | 0.04% | −19,871−69.3% | Reduced |
| Pennsylvania Capital Management Inc | 8,817 | $1.84M | 0.47% | 00.0% | Unchanged |
| West Branch Capital LLC | 8,836 | $1.85M | 0.43% | +640+7.8% | Added |
| Legacy Bridge, LLC | 8,837 | $1.85M | 0.57% | 00.0% | Unchanged |
| Blue Jean Financial LLC | 8,843 | $1.85M | 1.29% | +8,843 | New |
| Resonant Capital Advisors, LLC | 8,847 | $1.85M | 0.09% | −155−1.7% | Reduced |
| Concentric Capital Strategies, LP | 8,868 | $1.85M | 0.11% | −14,690−62.4% | Reduced |
| Ethos Capital Management, Inc. | 8,886 | $1.86M | 1.32% | +8,886 | New |
| First Horizon Corp | 8,891 | $1.86M | 0.07% | +341+4.0% | Added |
| Affinity Investment Advisors, LLC | 8,935 | $1.87M | 0.95% | −771−7.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,950 | $1.87M | 0.67% | −107−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,969 | $1.87M | 0.16% | −243−2.6% | Reduced |
| Dakota Wealth Management | 8,972 | $1.88M | 0.04% | −314−3.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,031 | $1.89M | 0.05% | −166−1.8% | Reduced |
| Strait & Sound Wealth Management LLC | 9,035 | $1.89M | 0.66% | −202−2.2% | Reduced |
| Hartford Funds Management Co LLC | 9,046 | $1.89M | 0.15% | −108−1.2% | Reduced |
| Spire Wealth Management | 9,096 | $1.90M | 0.06% | +640+7.6% | Added |
| Western Wealth Management, LLC | 9,099 | $1.90M | 0.06% | −164−1.8% | Reduced |
| Chung Wu Investment Group, LLC | 9,105 | $1.90M | 1.25% | +130+1.4% | Added |
| Kesler, Norman & Wride, LLC | 9,105 | $1.90M | 0.30% | −3,350−26.9% | Reduced |
| Foster & Motley Inc | 9,116 | $1.91M | 0.09% | −1,159−11.3% | Reduced |
| Cercano Management LLC | 9,147 | $1.91M | 0.25% | −34,615−79.1% | Reduced |
| Integrity Alliance, LLC. | 9,152 | $1.91M | 0.06% | +651+7.7% | Added |
| Hancock Whitney Corp | 9,170 | $1.92M | 0.03% | −116−1.2% | Reduced |
| Northstar Advisory Group, LLC | 9,171 | $1.92M | 0.60% | +302+3.4% | Added |
| Modera Wealth Management, LLC | 9,181 | $1.92M | 0.02% | −54−0.6% | Reduced |
| Bryn Mawr Trust Co | 9,198 | $1.92M | 0.04% | +218+2.4% | Added |
| Private Trust Co NA | 9,199 | $1.92M | 0.15% | +1,651+21.9% | Added |
| Galaxy Digital Capital Management GP LLC | 9,216 | $1.93M | 1.16% | −663−6.7% | Reduced |
| Advyzon Investment Management, LLC | 9,219 | $1.93M | 0.14% | +402+4.6% | Added |
| Advisory Alpha, LLC | 9,219 | $1.93M | 0.05% | +921+11.1% | Added |
| KLCM Advisors, Inc. | 9,260 | $1.94M | 0.16% | +30.0% | Added |
| Avalon Trust Co | 9,296 | $1.94M | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9,299 | $1.94M | 0.21% | −79−0.8% | Reduced |
| International Assets Investment Management, LLC | 238,740 | $1.96M | 0.12% | −21,183−8.1% | Reduced |
| Capital Markets Trading UK LLP | 9,361 | $1.96M | 1.40% | +3,837+69.5% | Added |
| First Citizens Financial Corp | 9,378 | $1.96M | 0.82% | −878−8.6% | Reduced |
| Engineers Gate Manager LP | 9,379 | $1.96M | 0.03% | −1,019−9.8% | Reduced |
| Kingsview Wealth Management, LLC | 9,400 | $1.97M | 0.02% | +943+11.2% | Added |
| IHT Wealth Management, LLC | 9,521 | $1.99M | 0.04% | +410+4.5% | Added |
| Wiregrass Investment Management LLC | 9,526 | $1.99M | 1.36% | +218+2.3% | Added |
| TownSquare Capital, LLC | 9,569 | $2.00M | 0.37% | +24+0.3% | Added |
| Paradigm Asset Management Co LLC | 9,600 | $2.01M | 0.43% | −9,900−50.8% | Reduced |
| Northwest & Ethical Investments L.P. | 9,580 | $2.01M | 0.05% | +2,899+43.4% | Added |
| Bamco Inc | 9,620 | $2.01M | 0.00% | +520+5.7% | Added |
| DRW Securities, LLC | 9,642 | $2.01M | 0.12% | +3,881+67.4% | Added |
| BTG Pactual Asset Management US LLC | 9,647 | $2.02M | 0.15% | +7,655+384.3% | Added |
| Chemung Canal Trust Co | 9,691 | $2.03M | 0.37% | −724−7.0% | Reduced |
| Inscription Capital, LLC | 9,691 | $2.03M | 0.18% | +2,376+32.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,717 | $2.03M | 0.71% | −699−6.7% | Reduced |
| Matrix Trust Co | 9,721 | $2.03M | 0.29% | −4,789−33.0% | Reduced |
| Berkeley Capital Partners, LLC | 9,723 | $2.03M | 0.42% | +77+0.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 9,750 | $2.04M | 0.24% | +223+2.3% | Added |
| Cache Advisors, LLC | 9,897 | $2.07M | 0.18% | +6,535+194.4% | Added |
| Lee Financial Co | 9,907 | $2.07M | 0.26% | −34−0.3% | Reduced |
| Clough Capital Partners L P | 9,928 | $2.08M | 0.17% | 00.0% | Unchanged |
| W Advisors, LLC | 9,934 | $2.08M | 0.94% | −151−1.5% | Reduced |
| Westpac Banking Corp | 10,021 | $2.09M | 0.13% | −1,242−11.0% | Reduced |
| Washington Trust Co | 10,047 | $2.10M | 0.07% | −752−7.0% | Reduced |
| Evelyn Partners Group Ltd | 10,063 | $2.10M | 0.04% | +10,063 | New |
| Gallagher Capital Advisors, LLC | 10,115 | $2.11M | 1.23% | +52+0.5% | Added |
| Magnus Financial Group LLC | 10,249 | $2.14M | 0.15% | +409+4.2% | Added |
| Alps Advisors Inc | 10,272 | $2.15M | 0.01% | +10,272 | New |
| Peak Financial Advisors LLC | 10,315 | $2.16M | 0.89% | +10,315 | New |
| Vann Equity Management LLC | 10,338 | $2.16M | 1.31% | −174−1.7% | Reduced |
| Wedbush Securities Inc | 10,343 | $2.16M | 0.06% | −616−5.6% | Reduced |
| PDT Partners, LLC | 10,400 | $2.17M | 0.11% | −1,400−11.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,405 | $2.18M | 0.09% | −2,143−17.1% | Reduced |
| Community Bank, N.A. | 10,419 | $2.18M | 0.24% | −475−4.4% | Reduced |
| Cape Ann Savings Bank | 10,423 | $2.18M | 1.03% | −587−5.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,433 | $2.18M | 0.06% | +2,532+32.0% | Added |
| Larson Financial Group LLC | 10,454 | $2.19M | 0.06% | −3,369−24.4% | Reduced |
| Portside Wealth Group, LLC | 10,479 | $2.19M | 0.26% | +26+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 10,505 | $2.20M | 0.23% | +348+3.4% | Added |
| Profund Advisors LLC | 10,514 | $2.20M | 0.06% | −325−3.0% | Reduced |
| LMR Partners LLP | 10,514 | $2.20M | 0.02% | +4,199+66.5% | Added |
| Zullo Investment Group, Inc. | 10,526 | $2.20M | 0.75% | −184−1.7% | Reduced |
| CWA Asset Management Group, LLC | 10,565 | $2.21M | 0.07% | +2,456+30.3% | Added |
| Wilkins Investment Counsel Inc | 10,599 | $2.22M | 0.30% | −550−4.9% | Reduced |
| MW Advisory, LLC | 10,637 | $2.22M | 0.89% | +10,637 | New |