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; 2,745 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
- 2,745
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 more reduced
35 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 136 | $28.4K | 0.01% | +64+88.9% | Added |
| Fedenia Advisers LLC | 136 | $28.4K | 0.01% | +136 | New |
| Principia Wealth Advisory, LLC | 137 | $28.6K | 0.01% | +42+44.2% | Added |
| Hughes Financial Services, LLC | 137 | $28.6K | 0.00% | +49+55.7% | Added |
| Aspect Partners, LLC | 138 | $28.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 143 | $29.9K | 0.00% | −3−2.1% | Reduced |
| Winch Advisory Services, LLC | 146 | $30.5K | 0.01% | +146 | New |
| Hartford Financial Management Inc. | 146 | $30.5K | 0.01% | −97−39.9% | Reduced |
| Security National Bank of So Dak | 150 | $31.4K | 0.01% | +150 | New |
| Community Financial Services Group, LLC | 151 | $32.0K | 0.00% | +113+297.4% | Added |
| Purpose Unlimited Inc. | 153 | $32.0K | 0.00% | −22−12.6% | Reduced |
| Olistico Wealth, LLC | 154 | $32.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 156 | $32.6K | 0.02% | −342−68.7% | Reduced |
| First PREMIER Bank | 156 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $33.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 159 | $33.2K | 0.01% | −117−42.4% | Reduced |
| Lodestone Wealth Management LLC | 159 | $33.2K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 158 | $33.5K | 0.00% | +4+2.6% | Added |
| Financial Consulate, Inc | 162 | $33.9K | 0.00% | +85+110.4% | Added |
| Brooklyn FI, LLC | 155 | $33.9K | 0.01% | +155 | New |
| Bay Harbor Wealth Management, LLC | 163 | $34.1K | 0.01% | +54+49.5% | Added |
| Silicon Valley Capital Partners | 164 | $34.2K | 0.00% | +1+0.6% | Added |
| Entrust Financial LLC | 167 | $34.9K | 0.02% | −16−8.7% | Reduced |
| Harborfront Financial Group LLC | 169 | $35.4K | 0.13% | +169 | New |
| Westside Investment Management, Inc. | 171 | $35.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 172 | $36.0K | 0.02% | +29+20.3% | Added |
| Rialto Wealth Management, LLC | 173 | $36.2K | 0.01% | +65+60.2% | Added |
| Nvest Wealth Strategies, Inc. | 175 | $36.6K | 0.02% | −243−58.1% | Reduced |
| Archer Investment Corp | 176 | $36.7K | 0.01% | +1+0.6% | Added |
| Bare Financial Services, Inc | 178 | $37.2K | 0.01% | +91+104.6% | Added |
| Noble Wealth Management PBC | 181 | $37.8K | 0.02% | +5+2.8% | Added |
| Broadwater Capital Management LLC | 183 | $38.3K | 0.03% | 00.0% | Unchanged |
| S&T Bank | 185 | $38.7K | 0.01% | +52+39.1% | Added |
| Clark Wealth Partners | 185 | $38.8K | 0.02% | +2+1.1% | Added |
| Bayban | 188 | $39.3K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 190 | $39.7K | 0.00% | −140−42.4% | Reduced |
| Wilkerson Advisory Group LLC | 193 | $40.3K | 0.01% | −17−8.1% | Reduced |
| Turim 21 Investimentos Ltda. | 194 | $40.6K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 194 | $40.6K | 0.02% | +51+35.7% | Added |
| MTM Investment Management, LLC | 200 | $41.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 200 | $41.8K | 0.02% | +200 | New |
| Close Asset Management Ltd | 200 | $42.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 202 | $42.2K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 202 | $42.2K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 205 | $42.9K | 0.01% | +11+5.7% | Added |
| Medallion Wealth Advisors, LLC | 388 | $43.4K | 0.01% | +110+39.6% | Added |
| Gen-Wealth Partners Inc | 211 | $44.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 215 | $44.9K | 0.02% | −2−0.9% | Reduced |
| Eukles Asset Management | 217 | $45.4K | 0.02% | −22−9.2% | Reduced |
| Meeder Asset Management Inc | 218 | $45.6K | 0.00% | +30+16.0% | Added |
| Highland Investment Advisors LLC | 220 | $45.9K | 0.02% | +220 | New |
| Capula Management Ltd | 224 | $46.8K | 0.00% | +224 | New |
| Birchwood Financial Partners, Inc. | 236 | $49.3K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 237 | $49.5K | 0.03% | +26+12.3% | Added |
| FWL Investment Management, LLC | 237 | $49.5K | 0.01% | +237 | New |
| Highline Wealth Partners LLC | 240 | $50.3K | 0.01% | +48+25.0% | Added |
| Activest Wealth Management | 244 | $50.9K | 0.01% | −379−60.8% | Reduced |
| Atomic Invest LLC | 242 | $51.3K | 0.00% | +28+13.1% | Added |
| Dunhill Financial, LLC | 246 | $51.5K | 0.01% | +71+40.6% | Added |
| Quest 10 Wealth Builders, Inc. | 251 | $52.6K | 0.04% | +2+0.8% | Added |
| PlanVest Financial, Inc | 260 | $54.4K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $55.4K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 267 | $55.8K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 271 | $56.6K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 276 | $57.8K | 0.01% | +2+0.7% | Added |
| Caitlin John, LLC | 277 | $57.9K | 0.03% | +233+529.5% | Added |
| Avion Wealth | 284 | $59.0K | 0.01% | +49+20.9% | Added |
| Miller Wealth Advisors, LLC | 285 | $59.6K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 286 | $59.8K | 0.01% | +42+17.2% | Added |
| ZRC Wealth Management, LLC | 288 | $60.2K | 0.02% | +140+94.6% | Added |
| Kilter Group LLC | 289 | $60.4K | 0.02% | −48−14.2% | Reduced |
| Paladin Partners, LLC | 289 | $60.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 297 | $62.2K | 0.00% | +47+18.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 300 | $62.7K | 0.00% | +300 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 301 | $62.9K | 0.02% | +175+138.9% | Added |
| Access Investment Management LLC | 303 | $63.3K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 303 | $63.3K | 0.01% | +230+315.1% | Added |
| Maryland Capital Advisors Inc. | 303 | $63.3K | 0.02% | +303 | New |
| Rossby Financial, LCC | 305 | $63.8K | 0.01% | +67+28.2% | Added |
| Main Street Group, LTD | 307 | $64.2K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 310 | $64.8K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 310 | $64.8K | 0.01% | +310 | New |
| LifeSteps Financial, Inc. | 314 | $65.6K | 0.03% | +314 | New |
| Synergy Investment Management, LLC | 334 | $68.2K | 0.02% | +243+267.0% | Added |
| Horizon Financial Services, LLC | 327 | $68.4K | 0.03% | +153+87.9% | Added |
| McGuire Capital Advisors Inc | 331 | $69.2K | 0.04% | +36+12.2% | Added |
| Financial Network Wealth Advisors LLC | 335 | $70.0K | 0.07% | −25−6.9% | Reduced |
| Napier Financial, LLC | 338 | $70.7K | 0.01% | −7−2.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 338 | $70.7K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 339 | $70.9K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 343 | $71.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 351 | $73.4K | 0.03% | −4,710−93.1% | Reduced |
| Newton One Investments LLC | 355 | $74.2K | 0.02% | +355 | New |
| Byrne Asset Management LLC | 359 | $75.0K | 0.04% | +100+38.6% | Added |
| ESL Trust Services, LLC | 360 | $75.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 363 | $75.9K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 369 | $77.1K | 0.02% | +154+71.6% | Added |
| First Community Trust NA | 373 | $78.0K | 0.04% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 378 | $79.0K | 0.02% | +378 | New |
| Roxbury Financial LLC | 378 | $79.1K | 0.06% | +1+0.3% | Added |