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 |
|---|---|---|---|---|---|
| Family Management Corp | 18,042 | $3.77M | 0.40% | −305−1.7% | Reduced |
| SHP Wealth Management | 18,053 | $3.77M | 0.26% | +32+0.2% | Added |
| Hantz Financial Services, Inc. | 18,097 | $3.78M | 0.05% | +365+2.1% | Added |
| Centaurus Financial, Inc. | 18,122 | $3.79M | 0.15% | −1,983−9.9% | Reduced |
| Prospera Financial Services Inc | 18,136 | $3.79M | 0.06% | −4,743−20.7% | Reduced |
| Dark Forest Capital Management LP | 18,286 | $3.82M | 0.25% | +18,286 | New |
| Howland Capital Management LLC | 18,351 | $3.84M | 0.14% | −290−1.6% | Reduced |
| Donoghue Forlines LLC | 18,355 | $3.84M | 0.99% | +18,355 | New |
| Resources Investment Advisors, LLC. | 18,450 | $3.86M | 0.03% | +1,712+10.2% | Added |
| Cullen/Frost Bankers, Inc. | 18,481 | $3.86M | 0.04% | −50.0% | Reduced |
| LOM Asset Management Ltd | 18,511 | $3.87M | 1.00% | +692+3.9% | Added |
| Hunter Associates Investment Management LLC | 18,530 | $3.88M | 0.45% | −1,051−5.4% | Reduced |
| KCM Investment Advisors LLC | 18,605 | $3.89M | 0.12% | −253−1.3% | Reduced |
| PFG Investments, LLC | 18,636 | $3.90M | 0.15% | +474+2.6% | Added |
| Bridgewater Associates, LP | 18,729 | $3.92M | 0.02% | +3,967+26.9% | Added |
| Penobscot Investment Management Company, Inc. | 18,781 | $3.93M | 0.27% | +5,325+39.6% | Added |
| MainStreet Investment Advisors LLC | 18,809 | $3.93M | 0.54% | −463−2.4% | Reduced |
| Crestwood Advisors Group LLC | 18,879 | $3.95M | 0.06% | +308+1.7% | Added |
| Caldwell Trust Co | 18,896 | $3.95M | 0.32% | +277+1.5% | Added |
| Modern Wealth Management, LLC | 19,071 | $3.99M | 0.05% | +9,189+93.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 19,096 | $3.99M | 0.05% | +19,096 | New |
| Lipe & Dalton | 19,101 | $3.99M | 1.86% | −1,424−6.9% | Reduced |
| Rydar Equities, Inc. | 18,406 | $4.01M | 2.26% | +1,152+6.7% | Added |
| Insight Inv LLC | 19,192 | $4.01M | 1.89% | +256+1.4% | Added |
| SeaBridge Investment Advisors LLC | 19,296 | $4.03M | 0.58% | +4,299+28.7% | Added |
| Talon Private Wealth, LLC | 19,309 | $4.04M | 0.47% | +3,228+20.1% | Added |
| Snowden Capital Advisors LLC | 19,354 | $4.05M | 0.10% | +832+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 19,496 | $4.08M | 0.05% | +1,391+7.7% | Added |
| Sumitomo Life Insurance Co | 19,712 | $4.12M | 0.07% | −1,140−5.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,049 | $4.19M | 0.04% | −485−2.4% | Reduced |
| Baldwin Investment Management, LLC | 20,065 | $4.19M | 0.41% | +564+2.9% | Added |
| Werlinich Asset Management, LLC | 20,100 | $4.20M | 1.61% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 20,156 | $4.21M | 1.41% | +776+4.0% | Added |
| MidFirst Bank | 20,180 | $4.22M | 0.30% | −109−0.5% | Reduced |
| Capital Investment Advisors, LLC | 20,219 | $4.23M | 0.06% | +403+2.0% | Added |
| Syon Capital LLC | 20,251 | $4.23M | 0.18% | −1,705−7.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,256 | $4.23M | 0.22% | −239−1.2% | Reduced |
| Alcosta Capital Management, Inc. | 20,520 | $4.29M | 2.90% | −1,246−5.7% | Reduced |
| BFI Infinity Ltd. | 20,573 | $4.30M | 2.07% | +20,573 | New |
| Alaethes Wealth LLC | 20,612 | $4.31M | 1.25% | −34−0.2% | Reduced |
| Coastline Trust Co | 20,616 | $4.31M | 0.38% | −85−0.4% | Reduced |
| Choate Investment Advisors | 20,657 | $4.32M | 0.08% | −2,866−12.2% | Reduced |
| Hurley Capital, LLC | 20,673 | $4.32M | 2.24% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,727 | $4.33M | 0.09% | −7,732−27.2% | Reduced |
| Axecap Investments, LLC | 20,866 | $4.36M | 2.41% | +13,114+169.2% | Added |
| Core Alternative Capital | 20,876 | $4.36M | 1.31% | −10,198−32.8% | Reduced |
| Canandaigua National Bank & Trust Co | 20,966 | $4.38M | 0.37% | +20,966 | New |
| Redhawk Wealth Advisors, Inc. | 21,051 | $4.40M | 0.43% | −947−4.3% | Reduced |
| Huntleigh Advisors, Inc. | 21,101 | $4.41M | 0.62% | +1,816+9.4% | Added |
| Harbor Capital Advisors, Inc. | 21,138 | $4.42M | 0.30% | +45+0.2% | Added |
| Evergreen Capital Management LLC | 21,183 | $4.43M | 0.08% | +5,891+38.5% | Added |
| Pensionmark Financial Group, LLC | 26,428 | $4.44M | 0.07% | −2,127−7.4% | Reduced |
| William B. Walkup & Associates, Inc. | 21,294 | $4.45M | 2.14% | −458−2.1% | Reduced |
| Asio Capital, LLC | 21,310 | $4.45M | 0.57% | −1,415−6.2% | Reduced |
| Steel Peak Wealth Management LLC | 21,415 | $4.48M | 0.12% | +1,343+6.7% | Added |
| Amica Mutual Insurance Co | 21,438 | $4.48M | 0.37% | −7,092−24.9% | Reduced |
| First National Advisers, LLC | 21,543 | $4.50M | 0.63% | −1,296−5.7% | Reduced |
| Earnest Partners LLC | 21,592 | $4.51M | 0.02% | −464−2.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,746 | $4.55M | 0.09% | −247−1.1% | Reduced |
| IFP Advisors, Inc | 21,762 | $4.55M | 0.08% | +2,185+11.2% | Added |
| Cohen Klingenstein LLC | 21,800 | $4.56M | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 21,805 | $4.56M | 0.05% | +628+3.0% | Added |
| TCTC Holdings, LLC | 21,831 | $4.56M | 0.12% | +69+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 21,892 | $4.58M | 0.02% | −95,176−81.3% | Reduced |
| Spartan Wealth Advisory Services LLC | 21,928 | $4.58M | 0.38% | −383−1.7% | Reduced |
| IFG Advisory, LLC | 21,966 | $4.59M | 0.16% | +21,966 | New |
| StoneX Group Inc. | 22,011 | $4.60M | 0.19% | −1,144−4.9% | Reduced |
| Twin Capital Management Inc | 22,058 | $4.61M | 0.50% | +8,140+58.5% | Added |
| YHB Investment Advisors, Inc. | 22,118 | $4.62M | 0.30% | −175−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 22,168 | $4.63M | 0.09% | −7,000−24.0% | Reduced |
| VCI Wealth Management LLC | 22,306 | $4.66M | 1.17% | +9,947+80.5% | Added |
| Meridian Wealth Advisors, LLC | 22,420 | $4.69M | 0.53% | +675+3.1% | Added |
| Smartleaf Asset Management LLC | 22,195 | $4.70M | 0.15% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 22,533 | $4.71M | 0.90% | +101+0.5% | Added |
| Lighthouse Financial Services Inc | 22,369 | $4.74M | 1.00% | −251−1.1% | Reduced |
| Aaron Wealth Advisors | 22,707 | $4.75M | 0.24% | +1,694+8.1% | Added |
| Krilogy Financial LLC | 22,726 | $4.75M | 0.14% | +1,168+5.4% | Added |
| Savvy Advisors, Inc. | 22,754 | $4.76M | 0.10% | +5,267+30.1% | Added |
| Leavell Investment Management, Inc. | 22,781 | $4.76M | 0.17% | +183+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 22,802 | $4.77M | 0.06% | +50+0.2% | Added |
| F/M Investments LLC | 22,804 | $4.77M | 0.24% | +3,602+18.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 22,833 | $4.77M | 0.41% | +4,438+24.1% | Added |
| River Street Advisors LLC | 22,881 | $4.78M | 1.41% | +180+0.8% | Added |
| V-Square Quantitative Management LLC | 22,997 | $4.81M | 0.46% | −15,713−40.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 23,026 | $4.81M | 0.02% | −89,734−79.6% | Reduced |
| Concord Asset Management, LLC | 23,122 | $4.83M | 0.75% | −157−0.7% | Reduced |
| Sagespring Wealth Partners, LLC | 23,231 | $4.86M | 0.07% | +851+3.8% | Added |
| Vestcor Inc | 23,256 | $4.86M | 0.12% | −670−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 23,308 | $4.87M | 0.08% | +23,308 | New |
| Whittier Trust Co | 21,946 | $4.87M | 0.05% | +3,313+17.8% | Added |
| Davenport & Co LLC | 23,368 | $4.88M | 0.02% | +3,775+19.3% | Added |
| Transcend Wealth Collective, LLC | 23,384 | $4.89M | 0.33% | +3,629+18.4% | Added |
| Alberta Investment Management Corp | 23,600 | $4.93M | 0.03% | +23,600 | New |
| Stolper Co | 23,635 | $4.94M | 1.28% | +6,193+35.5% | Added |
| Avidian Wealth Solutions, LLC | 23,823 | $4.98M | 0.14% | +1,120+4.9% | Added |
| Concord Wealth Partners | 23,965 | $5.01M | 0.57% | +272+1.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $5.02M | 0.81% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 24,001 | $5.02M | 0.16% | +437+1.9% | Added |
| Lee Johnson Capital Management, LLC | 24,174 | $5.05M | 1.58% | +24,174 | New |
| Tema ETFs LLC | 24,259 | $5.07M | 0.16% | +2,320+10.6% | Added |