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 |
|---|---|---|---|---|---|
| NVWM, LLC | 14,179 | $2.96M | 0.60% | −471−3.2% | Reduced |
| Trust Investment Advisors | 14,275 | $2.98M | 1.43% | −300−2.1% | Reduced |
| Parsons Capital Management Inc | 14,301 | $2.99M | 0.14% | +1,971+16.0% | Added |
| Ronald Blue Trust, Inc. | 14,316 | $2.99M | 0.03% | −1,080−7.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 14,315 | $2.99M | 0.00% | +5,017+54.0% | Added |
| Granite Group Advisors, LLC | 14,335 | $3.00M | 1.78% | −1,926−11.8% | Reduced |
| Mystic Asset Management, Inc. | 14,344 | $3.00M | 0.64% | −330−2.2% | Reduced |
| Surience Private Wealth LLC | 14,355 | $3.00M | 2.64% | +14,355 | New |
| EverSource Wealth Advisors, LLC | 14,380 | $3.01M | 0.10% | −8,694−37.7% | Reduced |
| BCS Private Wealth Management, Inc. | 14,447 | $3.02M | 0.91% | −2,334−13.9% | Reduced |
| New England Research & Management, Inc. | 14,450 | $3.02M | 1.18% | +500+3.6% | Added |
| BOK Financial Private Wealth, Inc. | 14,460 | $3.02M | 0.16% | −1,331−8.4% | Reduced |
| Valeo Financial Advisors, LLC | 14,476 | $3.03M | 0.06% | +655+4.7% | Added |
| Interchange Capital Partners, LLC | 14,583 | $3.05M | 0.57% | +1,932+15.3% | Added |
| Arrow Financial Corp | 14,622 | $3.06M | 0.27% | −566−3.7% | Reduced |
| Hall Laurie J Trustee | 14,625 | $3.06M | 0.95% | −250−1.7% | Reduced |
| Quent Capital, LLC | 14,689 | $3.07M | 0.19% | +348+2.4% | Added |
| 71 West Capital Partners | 14,698 | $3.07M | 0.11% | +3,917+36.3% | Added |
| Norden Group LLC | 14,722 | $3.08M | 0.25% | +850+6.1% | Added |
| Rothschild Investment LLC | 14,730 | $3.08M | 0.12% | +6,797+85.7% | Added |
| Mather Group, LLC. | 14,757 | $3.08M | 0.03% | +1,570+11.9% | Added |
| Freedom Day Solutions, LLC | 14,783 | $3.09M | 0.68% | −284−1.9% | Reduced |
| Insigneo Advisory Services, LLC | 14,784 | $3.09M | 0.12% | −135−0.9% | Reduced |
| Capital Group Private Client Services, Inc. | 14,787 | $3.09M | 0.04% | −13,281−47.3% | Reduced |
| Stevens Capital Management LP | 14,839 | $3.10M | 0.74% | +6,865+86.1% | Added |
| 1st Source Bank | 14,859 | $3.11M | 0.14% | +42+0.3% | Added |
| Capital Investment Advisory Services, LLC | 14,865 | $3.11M | 0.19% | +188+1.3% | Added |
| Edmond de Rothschild Holding S.A. | 14,879 | $3.11M | 0.04% | +6,604+79.8% | Added |
| CFM Wealth Partners LLC | 14,963 | $3.13M | 0.40% | 00.0% | Unchanged |
| Advent Capital Management | 15,000 | $3.14M | 0.07% | −3,000−16.7% | Reduced |
| Decatur Capital Management, Inc. | 15,004 | $3.14M | 1.06% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 15,084 | $3.15M | 0.15% | −202−1.3% | Reduced |
| AMG National Trust Bank | 15,112 | $3.16M | 0.06% | −3,474−18.7% | Reduced |
| Advisors Capital Management, LLC | 15,137 | $3.16M | 0.03% | +339+2.3% | Added |
| Nicolet Bankshares Inc | 14,737 | $3.17M | 0.10% | −878−5.6% | Reduced |
| Polymer Capital Management (US) LLC | 15,224 | $3.18M | 0.47% | +13,338+707.2% | Added |
| P.A.W. Capital Corp | 15,295 | $3.20M | 2.45% | −580−3.7% | Reduced |
| Wedmont Private Capital | 14,551 | $3.23M | 0.09% | +125+0.9% | Added |
| White Pine Capital LLC | 15,485 | $3.24M | 0.76% | −62−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 15,505 | $3.24M | 0.17% | +892+6.1% | Added |
| OmniStar Financial Group, Inc. | 15,523 | $3.25M | 1.50% | +1,143+7.9% | Added |
| Bahl & Gaynor Inc | 15,590 | $3.26M | 0.02% | +83+0.5% | Added |
| Texas Yale Capital Corp. | 15,615 | $3.26M | 0.07% | +100+0.6% | Added |
| Wolff Wiese Magana LLC | 15,630 | $3.27M | 1.50% | −180−1.1% | Reduced |
| Ascent Group, LLC | 15,659 | $3.27M | 0.10% | +68+0.4% | Added |
| Capstone Investment Advisors, LLC | 15,683 | $3.28M | 0.02% | −12,520−44.4% | Reduced |
| Virtu Financial LLC | 15,741 | $3.29M | 0.10% | +15,741 | New |
| AlTi Global, Inc. | 15,759 | $3.29M | 0.07% | +116+0.7% | Added |
| Aspen Grove Capital, LLC | 15,767 | $3.30M | 0.47% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15,812 | $3.31M | 0.23% | −99−0.6% | Reduced |
| Vanguard Capital Wealth Advisors | 15,886 | $3.32M | 2.25% | +3,625+29.6% | Added |
| Compton Wealth Advisory Group, LLC | 15,698 | $3.33M | 0.67% | −134−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 15,974 | $3.34M | 0.21% | −66−0.4% | Reduced |
| Graphene Investments SAS | 16,000 | $3.34M | 1.95% | −3,200−16.7% | Reduced |
| Cherokee Insurance Co | 16,000 | $3.34M | 1.29% | 00.0% | Unchanged |
| GAM Holding AG | 16,081 | $3.36M | 0.26% | −1,240−7.2% | Reduced |
| IPG Investment Advisors LLC | 16,099 | $3.37M | 0.48% | −70.0% | Reduced |
| Consolidated Planning Corp | 16,113 | $3.37M | 0.45% | +499+3.2% | Added |
| Belpointe Asset Management LLC | 16,153 | $3.38M | 0.11% | −1,172−6.8% | Reduced |
| Brighton Jones LLC | 16,168 | $3.38M | 0.06% | +1,651+11.4% | Added |
| D L Carlson Investment Group Inc | 16,219 | $3.39M | 0.54% | −1,957−10.8% | Reduced |
| King Luther Capital Management Corp | 16,280 | $3.40M | 0.01% | −642−3.8% | Reduced |
| Cookson Peirce & Co Inc | 16,346 | $3.42M | 0.11% | −1,598−8.9% | Reduced |
| IFC Advisors LLC | 16,353 | $3.42M | 0.43% | −433−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 16,397 | $3.43M | 0.30% | −273−1.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 16,065 | $3.44M | 1.83% | +16,065 | New |
| Waterfront Wealth Inc. | 15,491 | $3.44M | 0.53% | +117+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,660 | $3.48M | 0.05% | −504−2.9% | Reduced |
| Shaker Investments LLC | 16,683 | $3.49M | 1.25% | −122−0.7% | Reduced |
| Quantbot Technologies LP | 16,710 | $3.49M | 0.14% | −24,590−59.5% | Reduced |
| Koshinski Asset Management, Inc. | 16,785 | $3.51M | 0.19% | −1,706−9.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,891 | $3.53M | 0.01% | −2,499−12.9% | Reduced |
| Harvest Investment Advisors, LLC | 16,925 | $3.54M | 1.76% | −59−0.3% | Reduced |
| Heritage Trust Co | 16,987 | $3.55M | 0.31% | +704+4.3% | Added |
| Cacti Asset Management LLC | 17,000 | $3.55M | 0.18% | −1,500−8.1% | Reduced |
| Cornerstone Planning, LLC | 17,029 | $3.56M | 0.82% | +318+1.9% | Added |
| Dynasty Wealth Management, LLC | 17,058 | $3.57M | 0.03% | −499−2.8% | Reduced |
| Grimes & Company, Inc. | 17,093 | $3.57M | 0.08% | +5,459+46.9% | Added |
| Capital Investment Counsel, Inc | 17,126 | $3.58M | 0.39% | −300−1.7% | Reduced |
| Abbot Financial Management, Inc. | 17,140 | $3.58M | 1.32% | −135−0.8% | Reduced |
| Somerset Trust Co | 17,165 | $3.59M | 1.01% | +327+1.9% | Added |
| Intrust Bank NA | 17,229 | $3.60M | 0.27% | −9−0.1% | Reduced |
| JPL Wealth Management, LLC | 17,278 | $3.61M | 0.72% | −236−1.3% | Reduced |
| Mission Wealth Management, LP | 17,293 | $3.61M | 0.05% | +9,172+112.9% | Added |
| Systematic Alpha Investments, LLC | 17,326 | $3.62M | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,403 | $3.64M | 0.09% | −33,565−65.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 17,409 | $3.64M | 0.96% | −385−2.2% | Reduced |
| Titan Investment Management LLC | 17,651 | $3.69M | 2.73% | +3,416+24.0% | Added |
| Bradley Foster & Sargent Inc | 17,684 | $3.70M | 0.05% | +99+0.6% | Added |
| Hudson Canyon Capital Management | 17,694 | $3.70M | 1.98% | −590−3.2% | Reduced |
| Mutual Advisors, LLC | 17,739 | $3.71M | 0.07% | +1,912+12.1% | Added |
| Wakefield Asset Management LLLP | 17,741 | $3.71M | 0.83% | +283+1.6% | Added |
| Acropolis Investment Management, LLC | 17,770 | $3.71M | 0.15% | −669−3.6% | Reduced |
| Oak Asset Management, LLC | 17,873 | $3.74M | 1.20% | −300−1.7% | Reduced |
| Prudent Man Advisors, LLC | 17,951 | $3.75M | 0.86% | −674−3.6% | Reduced |
| Frec Markets, Inc. | 17,951 | $3.75M | 0.34% | +6,757+60.4% | Added |
| Vestor Capital, LLC | 10,066 | $3.75M | 0.32% | −215,215−95.5% | Reduced |
| Diversify Wealth Management, LLC | 17,538 | $3.76M | 0.06% | −21−0.1% | Reduced |
| Diversify Advisory Services, LLC | 17,538 | $3.76M | 0.06% | +16,255+1,267.0% | Added |
| Ironwood Investment Counsel, LLC | 18,033 | $3.77M | 0.49% | +799+4.6% | Added |