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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,716 | $2.24M | 0.29% | −196−1.8% | Reduced |
| Excalibur Management Corp | 10,799 | $2.26M | 0.74% | −1,107−9.3% | Reduced |
| Cambria Investment Management, L.P. | 10,835 | $2.26M | 0.11% | +5,693+110.7% | Added |
| Mosaic Family Wealth Partners, LLC | 10,869 | $2.27M | 0.15% | +5,631+107.5% | Added |
| Independence Bank of Kentucky | 10,923 | $2.28M | 0.26% | −197−1.8% | Reduced |
| Delta Asset Management LLC | 10,951 | $2.29M | 0.20% | −36−0.3% | Reduced |
| BlueCrest Capital Management Ltd | 11,023 | $2.30M | 0.10% | +11,023 | New |
| Wealthcare Advisory Partners LLC | 11,043 | $2.31M | 0.04% | −7,094−39.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 11,021 | $2.31M | 0.06% | +11,021 | New |
| Hilltop Holdings Inc. | 11,070 | $2.31M | 0.19% | +2,039+22.6% | Added |
| FCG Investment Co | 11,077 | $2.32M | 0.80% | +4,128+59.4% | Added |
| Courier Capital LLC | 11,102 | $2.32M | 0.12% | −217−1.9% | Reduced |
| Moment Partners, LLC | 11,160 | $2.33M | 0.42% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 11,050 | $2.33M | 0.14% | +2,403+27.8% | Added |
| North Dallas Bank & Trust Co | 11,169 | $2.33M | 1.38% | −173−1.5% | Reduced |
| Trustmark National Bank Trust Department | 11,184 | $2.34M | 0.14% | −208−1.8% | Reduced |
| True North Advisors, LLC | 11,201 | $2.34M | 0.22% | −10,002−47.2% | Reduced |
| Fisher Funds Management LTD | 11,285 | $2.36M | 0.07% | +3,151+38.7% | Added |
| Nations Financial Group Inc, | 11,299 | $2.36M | 0.11% | +302+2.7% | Added |
| Richards, Merrill & Peterson, Inc. | 11,300 | $2.36M | 0.75% | +412+3.8% | Added |
| Ar Asset Management Inc | 11,400 | $2.38M | 0.44% | 00.0% | Unchanged |
| Armis Advisers, LLC | 10,741 | $2.39M | 0.22% | −125−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 11,325 | $2.39M | 0.26% | +667+6.3% | Added |
| Everhart Financial Group, Inc. | 11,479 | $2.40M | 0.15% | −834−6.8% | Reduced |
| Sagewood Asset Management LP | 11,528 | $2.41M | 0.55% | +344+3.1% | Added |
| Advisors Preferred, LLC | 11,300 | $2.42M | 0.37% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,635 | $2.43M | 0.05% | −2,048−15.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 11,655 | $2.44M | 1.56% | −2,976−20.3% | Reduced |
| Allen Investment Management LLC | 11,697 | $2.45M | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11,803 | $2.47M | 0.15% | +6,113+107.4% | Added |
| Ashford Capital Management Inc | 11,820 | $2.47M | 0.26% | +7,250+158.6% | Added |
| Catalyst Funds Management Pty Ltd | 11,850 | $2.48M | 0.14% | +8,094+215.5% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 11,860 | $2.48M | 0.05% | −34,983−74.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 11,871 | $2.48M | 0.19% | +2,914+32.5% | Added |
| Parcion Private Wealth LLC | 11,897 | $2.49M | 0.14% | +1,221+11.4% | Added |
| TLWM | 11,940 | $2.50M | 0.41% | −142−1.2% | Reduced |
| PMC FIG Opportunities LLC | 11,946 | $2.50M | 4.01% | +11,946 | New |
| Berkshire Asset Management LLC | 11,949 | $2.50M | 0.10% | +58+0.5% | Added |
| BankPlus Trust Department | 11,990 | $2.51M | 0.59% | +777+6.9% | Added |
| Moody National Bank Trust Division | 12,034 | $2.52M | 0.21% | −860−6.7% | Reduced |
| Verdence Capital Advisors LLC | 12,036 | $2.52M | 0.13% | −58−0.5% | Reduced |
| Premier Path Wealth Partners, LLC | 12,125 | $2.53M | 0.29% | +687+6.0% | Added |
| Meadowbrook Advisors Group, LLC | 12,153 | $2.54M | 1.36% | −1,844−13.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.55M | 0.80% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 12,212 | $2.55M | 0.33% | −29−0.2% | Reduced |
| Park Edge Advisors, LLC | 12,222 | $2.55M | 0.54% | +59+0.5% | Added |
| Convergence Investment Partners, LLC | 12,237 | $2.56M | 0.24% | −505−4.0% | Reduced |
| Sentinus, LLC | 12,264 | $2.56M | 0.20% | +4,809+64.5% | Added |
| Daymark Wealth Partners, LLC | 12,270 | $2.56M | 0.06% | +3,323+37.1% | Added |
| TriaGen Wealth Management LLC | 12,289 | $2.57M | 0.64% | +7,021+133.3% | Added |
| Mesirow Financial Investment Management, Inc. | 12,376 | $2.59M | 0.04% | −10,438−45.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,404 | $2.59M | 0.32% | +2,208+21.7% | Added |
| NorthRock Partners, LLC | 12,479 | $2.61M | 0.04% | +510+4.3% | Added |
| Radnor Capital Management, LLC | 12,519 | $2.62M | 0.37% | −140−1.1% | Reduced |
| Buckingham Strategic Partners | 12,523 | $2.62M | 0.02% | +3,305+35.9% | Added |
| Morse Asset Management, Inc | 12,555 | $2.62M | 0.43% | +2,219+21.5% | Added |
| Moneta Group Investment Advisors LLC | 12,594 | $2.63M | 0.02% | +1,860+17.3% | Added |
| Altman Advisors, Inc. | 12,602 | $2.63M | 0.95% | −446−3.4% | Reduced |
| Chesapeake Wealth Management | 12,612 | $2.64M | 0.74% | −219−1.7% | Reduced |
| M&G Plc | 12,635 | $2.64M | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,675 | $2.65M | 0.13% | +343+2.8% | Added |
| Greenwich Wealth Management LLC | 12,680 | $2.65M | 0.10% | −96−0.8% | Reduced |
| VestGen Advisors, LLC | 12,734 | $2.66M | 0.08% | +651+5.4% | Added |
| E Fund Management Co., Ltd. | 12,755 | $2.67M | 0.06% | +465+3.8% | Added |
| Alerus Financial NA | 12,773 | $2.67M | 0.12% | −2,690−17.4% | Reduced |
| Atlas Legacy Advisors, LLC | 13,807 | $2.67M | 0.40% | +6,160+80.6% | Added |
| Center for Wealth Management Advisory | 12,874 | $2.69M | 1.69% | +1,335+11.6% | Added |
| Trust Co of Vermont | 12,882 | $2.69M | 0.10% | +12,882 | New |
| Woodard & Co Asset Management Group Inc | 12,896 | $2.70M | 0.39% | +12,896 | New |
| Lansing Street Advisors | 12,967 | $2.71M | 0.58% | +66+0.5% | Added |
| NBT Bank N A | 12,985 | $2.71M | 0.18% | −305−2.3% | Reduced |
| Gryphon Financial Partners LLC | 13,057 | $2.73M | 0.24% | +1,579+13.8% | Added |
| WCG Wealth Advisors LLC | 13,070 | $2.73M | 0.06% | +272+2.1% | Added |
| Kathmere Capital Management, LLC | 13,084 | $2.74M | 0.15% | +121+0.9% | Added |
| Gladstone Institutional Advisory LLC | 13,120 | $2.74M | 0.09% | +561+4.5% | Added |
| Great Diamond Partners, LLC | 13,169 | $2.75M | 0.47% | +70+0.5% | Added |
| Axxion S.A. | 13,267 | $2.77M | 0.20% | +13,267 | New |
| Trust Asset Management LLC | 13,358 | $2.79M | 0.17% | −421−3.1% | Reduced |
| Adviser Investments LLC | 13,368 | $2.79M | 0.03% | +781+6.2% | Added |
| Wellington Shields Capital Management, LLC | 13,414 | $2.80M | 0.36% | −414−3.0% | Reduced |
| Systematic Financial Management LP | 13,500 | $2.82M | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 13,538 | $2.83M | 0.20% | +173+1.3% | Added |
| Cullinan Associates Inc | 13,585 | $2.84M | 0.21% | −1,710−11.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 13,593 | $2.84M | 0.18% | +167+1.2% | Added |
| Northcape Wealth Management, LLC | 13,620 | $2.85M | 0.75% | −727−5.1% | Reduced |
| O'Neil Global Advisors, Inc. | 13,629 | $2.85M | 0.64% | +13,629 | New |
| Central Pacific Bank - Trust Division | 13,651 | $2.85M | 0.29% | +3,756+38.0% | Added |
| Avestar Capital, LLC | 13,658 | $2.86M | 0.17% | −804−5.6% | Reduced |
| Cinctive Capital Management LP | 13,738 | $2.87M | 0.11% | −55,263−80.1% | Reduced |
| Waterloo Capital, L.P. | 13,750 | $2.87M | 0.16% | +10,140+280.9% | Added |
| Garner Asset Management Corp | 13,760 | $2.88M | 0.93% | +776+6.0% | Added |
| Chicago Partners Investment Group LLC | 13,460 | $2.90M | 0.06% | +1,546+13.0% | Added |
| Tocqueville Asset Management L.P. | 13,952 | $2.92M | 0.04% | 00.0% | Unchanged |
| Umpqua Bank | 13,974 | $2.92M | 0.66% | +158+1.1% | Added |
| Aventura Private Wealth, LLC | 13,978 | $2.92M | 0.90% | +314+2.3% | Added |
| Harfst & Associates, Inc. | 13,999 | $2.93M | 0.45% | +73+0.5% | Added |
| Brown Financial Advisors | 14,022 | $2.93M | 1.02% | −1,108−7.3% | Reduced |
| Quadcap Wealth Management, LLC | 14,072 | $2.94M | 0.29% | +591+4.4% | Added |
| Fortis Capital Advisors, LLC | 14,117 | $2.95M | 0.33% | −1,007−6.7% | Reduced |
| Qtron Investments LLC | 14,162 | $2.96M | 0.39% | −1,945−12.1% | Reduced |