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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 24,294 | $5.08M | 0.03% | +10,890+81.2% | Added |
| LSV Asset Management | 24,303 | $5.08M | 0.01% | +10.0% | Added |
| Atomi Financial Group, Inc. | 24,480 | $5.12M | 0.13% | +2,681+12.3% | Added |
| First National Bank of Omaha | 24,553 | $5.14M | 0.14% | −1,169−4.5% | Reduced |
| National Asset Management, Inc. | 24,365 | $5.16M | 0.28% | −372−1.5% | Reduced |
| Ramirez Asset Management, Inc. | 24,729 | $5.17M | 0.54% | −30.0% | Reduced |
| Logan Capital Management Inc | 24,862 | $5.20M | 0.19% | +24,862 | New |
| TD Private Client Wealth LLC | 24,947 | $5.21M | 0.10% | −419−1.7% | Reduced |
| Truvestments Capital LLC | 24,998 | $5.23M | 0.78% | −50.0% | Reduced |
| Franklin Street Advisors Inc | 25,000 | $5.23M | 0.29% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 25,022 | $5.23M | 0.10% | +23,374+1,418.3% | Added |
| Culbertson A N & Co Inc | 25,073 | $5.24M | 0.61% | −600−2.3% | Reduced |
| Palisade Asset Management, LLC | 25,157 | $5.26M | 0.49% | −899−3.5% | Reduced |
| Patten & Patten Inc | 25,249 | $5.28M | 0.28% | −100.0% | Reduced |
| Bradyco, Inc. | 25,328 | $5.29M | 6.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 25,367 | $5.30M | 0.44% | +401+1.6% | Added |
| KMG Fiduciary Partners, LLC | 25,368 | $5.30M | 0.49% | −8,693−25.5% | Reduced |
| Burney Co | 25,563 | $5.34M | 0.14% | +486+1.9% | Added |
| Dana Investment Advisors, Inc. | 25,599 | $5.35M | 0.14% | −4,317−14.4% | Reduced |
| Northwest Bancshares, Inc. | 25,735 | $5.38M | 0.97% | −2,110−7.6% | Reduced |
| Northeast Investment Management | 25,735 | $5.38M | 0.20% | +1,796+7.5% | Added |
| AssuredPartners Investment Advisors, LLC | 25,890 | $5.41M | 0.52% | −330−1.3% | Reduced |
| Vertrix Wealth Management, LLC | 26,272 | $5.49M | 1.85% | −4,608−14.9% | Reduced |
| Dimension Capital Management LLC | 26,281 | $5.49M | 0.64% | 00.0% | Unchanged |
| Rossmore Private Capital | 26,435 | $5.53M | 0.45% | −180−0.7% | Reduced |
| Next Level Private LLC | 26,523 | $5.54M | 1.09% | +130+0.5% | Added |
| We Are One Seven, LLC | 26,596 | $5.56M | 0.09% | +744+2.9% | Added |
| Meyer Handelman Co | 26,714 | $5.58M | 0.16% | −624−2.3% | Reduced |
| Hedeker Wealth, LLC | 26,792 | $5.60M | 1.07% | +560+2.1% | Added |
| Trilogy Capital Inc. | 26,895 | $5.62M | 0.22% | +1,380+5.4% | Added |
| Two Sigma Securities, LLC | 26,909 | $5.63M | 0.49% | +21,811+427.8% | Added |
| Griffin Asset Management, Inc. | 26,956 | $5.63M | 0.59% | −295−1.1% | Reduced |
| K.J. Harrison & Partners Inc | 27,031 | $5.65M | 0.80% | −13,700−33.6% | Reduced |
| CBOE Vest Financial, LLC | 27,389 | $5.73M | 0.06% | +438+1.6% | Added |
| Stratos Wealth Partners, LTD. | 27,390 | $5.73M | 0.06% | +384+1.4% | Added |
| Fulcrum Asset Management LLP | 27,158 | $5.75M | 0.57% | +9,376+52.7% | Added |
| Central Trust Co | 27,615 | $5.77M | 0.10% | +307+1.1% | Added |
| Capital Asset Advisory Services LLC | 27,681 | $5.79M | 0.21% | +833+3.1% | Added |
| Boothbay Fund Management, LLC | 27,681 | $5.79M | 0.11% | +26,132+1,687.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 27,711 | $5.79M | 0.14% | +11,773+73.9% | Added |
| Fulton Bank, N.A. | 27,755 | $5.80M | 0.18% | +2,046+8.0% | Added |
| Lincluden Management Ltd | 27,805 | $5.81M | 0.57% | −474−1.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 27,958 | $5.84M | 0.11% | −550−1.9% | Reduced |
| Cito Capital Group, LLC | 28,204 | $5.90M | 1.60% | −251−0.9% | Reduced |
| Caisse des Depots Et Consignations | 28,343 | $5.92M | 0.10% | −8,028−22.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 28,400 | $5.94M | 1.63% | +28,400 | New |
| Mayflower Financial Advisors, LLC | 28,503 | $5.96M | 0.51% | +192+0.7% | Added |
| Arkadios Wealth Advisors | 28,638 | $5.99M | 0.09% | +1,691+6.3% | Added |
| Myriad Asset Management Advisors LLC | 28,878 | $6.04M | 1.42% | +4,601+19.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 29,059 | $6.07M | 2.83% | −1,134−3.8% | Reduced |
| Mattson Financial Services, LLC | 27,861 | $6.08M | 1.27% | −1,305−4.5% | Reduced |
| Greenleaf Trust | 29,247 | $6.11M | 0.06% | +1,004+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,722 | $6.21M | 0.37% | −587−1.9% | Reduced |
| Glenview Trust Co | 29,801 | $6.23M | 0.09% | −98−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 29,893 | $6.25M | 0.10% | +708+2.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 30,059 | $6.28M | 0.30% | −2,577−7.9% | Reduced |
| Catalytic Wealth RIA, LLC | 30,605 | $6.40M | 0.37% | −5,377−14.9% | Reduced |
| Sarasin & Partners LLP | 30,673 | $6.41M | 0.08% | −17,822−36.8% | Reduced |
| Simon Quick Advisors, LLC | 30,705 | $6.42M | 0.26% | −6,421−17.3% | Reduced |
| Farther Finance Advisors, LLC | 30,785 | $6.44M | 0.05% | +1,547+5.3% | Added |
| HCR Wealth Advisors | 30,840 | $6.45M | 0.58% | +417+1.4% | Added |
| Smith, Salley & Associates | 30,845 | $6.45M | 0.28% | +1,300+4.4% | Added |
| Stephens Inc | 30,893 | $6.46M | 0.07% | +2,061+7.1% | Added |
| Socorro Asset Management LP | 30,967 | $6.47M | 2.91% | −11,706−27.4% | Reduced |
| Signaturefd, LLC | 30,969 | $6.47M | 0.09% | +1,454+4.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 30,996 | $6.48M | 0.02% | +8,355+36.9% | Added |
| Bright Rock Capital Management, LLC | 31,000 | $6.48M | 1.30% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 30,255 | $6.52M | 2.17% | −542−1.8% | Reduced |
| Scholtz & Company, LLC | 31,266 | $6.54M | 3.26% | −1,161−3.6% | Reduced |
| Salem Investment Counselors Inc | 31,273 | $6.54M | 0.16% | −193−0.6% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 31,389 | $6.56M | 0.02% | +637+2.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,551 | $6.60M | 0.31% | −2,623−7.7% | Reduced |
| Glass Wealth Management Co LLC | 31,573 | $6.60M | 2.21% | +754+2.4% | Added |
| Benjamin Edwards Inc | 31,667 | $6.62M | 0.06% | +1,660+5.5% | Added |
| Sigma Planning Corp | 32,153 | $6.72M | 0.17% | −20.0% | Reduced |
| RNC Capital Management LLC | 32,196 | $6.73M | 0.28% | −471−1.4% | Reduced |
| Everence Capital Management Inc | 32,291 | $6.75M | 0.36% | 00.0% | Unchanged |
| LMCG Investments, LLC | 32,607 | $6.82M | 0.37% | −9,095−21.8% | Reduced |
| Financial Advisory Partners, LLC | 32,640 | $6.82M | 1.78% | −774−2.3% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $6.86M | 2.33% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 31,854 | $6.86M | 0.25% | −783−2.4% | Reduced |
| North Dakota State Investment Board | 33,037 | $6.91M | 0.28% | −326−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 33,061 | $6.91M | 0.07% | −60−0.2% | Reduced |
| Financial Advisory Service, Inc. | 33,068 | $6.91M | 0.36% | +2,586+8.5% | Added |
| Meeder Advisory Services, Inc. | 33,188 | $6.94M | 0.25% | +2,156+6.9% | Added |
| Greenwood Capital Associates LLC | 33,343 | $6.97M | 0.68% | −8,649−20.6% | Reduced |
| Adell Harriman & Carpenter Inc | 33,372 | $6.98M | 0.36% | +50.0% | Added |
| Prime Capital Investment Advisors, LLC | 33,444 | $6.99M | 0.07% | +1,408+4.4% | Added |
| NBC Securities, Inc. | 33,811 | $7.07M | 0.48% | −373−1.1% | Reduced |
| Highland Capital Management, LLC | 33,940 | $7.09M | 0.33% | −100−0.3% | Reduced |
| S&CO Inc | 33,987 | $7.10M | 0.41% | −315−0.9% | Reduced |
| Summit Trail Advisors, LLC | 34,201 | $7.15M | 0.09% | −110.0% | Reduced |
| South State Corp. | 34,384 | $7.19M | 0.30% | +1,380+4.2% | Added |
| Algert Global LLC | 34,432 | $7.20M | 0.09% | −2,482−6.7% | Reduced |
| Carret Asset Management, LLC | 34,516 | $7.22M | 0.63% | +35+0.1% | Added |
| Ibex Wealth Advisors | 34,746 | $7.26M | 0.57% | +26,801+337.3% | Added |
| Brentview Investment Management LLC | 34,925 | $7.30M | 2.89% | −6,875−16.4% | Reduced |
| Sandy Cove Advisors, LLC | 34,988 | $7.31M | 1.83% | +189+0.5% | Added |
| Commonwealth Retirement Investments LLC | 35,181 | $7.35M | 2.00% | +35,181 | New |
| University of Texas/Texas Am Investment Managment Co | 35,610 | $7.44M | 0.86% | −9,821−21.6% | Reduced |