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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 35,666 | $7.46M | 0.21% | −20−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 35,686 | $7.46M | 0.22% | +3,203+9.9% | Added |
| Triglav Skladi, D.O.O. | 35,824 | $7.49M | 0.39% | +15,673+77.8% | Added |
| Brasada Capital Management, LP | 35,838 | $7.49M | 1.35% | +738+2.1% | Added |
| Elyxium Wealth, LLC | 35,840 | $7.49M | 0.79% | +32,672+1,031.3% | Added |
| Beacon Pointe Advisors, LLC | 36,403 | $7.61M | 0.04% | −2,353−6.1% | Reduced |
| Stokes Capital Advisors, LLC | 36,469 | $7.62M | 1.63% | −3,104−7.8% | Reduced |
| Cary Street Partners Financial LLC | 36,745 | $7.68M | 0.17% | +1,752+5.0% | Added |
| Shelton Capital Management | 36,863 | $7.71M | 0.14% | −38,374−51.0% | Reduced |
| Linscomb & Williams, Inc. | 36,949 | $7.72M | 0.33% | −2,172−5.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 37,093 | $7.75M | 0.29% | +37,089+927,225.0% | Added |
| Van Eck Associates Corp | 37,251 | $7.79M | 0.00% | −1,206−3.1% | Reduced |
| Advisory Services Network, LLC | 37,305 | $7.80M | 0.09% | −150.0% | Reduced |
| Integrated Advisors Network LLC | 37,324 | $7.80M | 0.36% | +8,263+28.4% | Added |
| Madison Asset Management, LLC | 37,780 | $7.90M | 0.09% | −5,010−11.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 37,957 | $7.93M | 0.22% | +2,685+7.6% | Added |
| Callan Family Office, LLC | 38,006 | $7.94M | 0.16% | +1,334+3.6% | Added |
| Frank, Rimerman Advisors LLC | 38,149 | $7.97M | 0.45% | +101+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,433 | $8.03M | 0.09% | −63−0.2% | Reduced |
| Morangie Management LLC | 38,623 | $8.07M | 6.71% | −160−0.4% | Reduced |
| Bleakley Financial Group, LLC | 38,933 | $8.14M | 0.10% | +4,508+13.1% | Added |
| Cresset Asset Management, LLC | 39,129 | $8.18M | 0.03% | +4,441+12.8% | Added |
| Covenant Asset Management, LLC | 39,592 | $8.28M | 1.47% | +23,111+140.2% | Added |
| GAMMA Investing LLC | 39,630 | $8.28M | 0.31% | +4,523+12.9% | Added |
| Hudson Valley Investment Advisors Inc | 39,691 | $8.30M | 1.01% | −4,057−9.3% | Reduced |
| BOCHK Asset Management Ltd | 39,800 | $8.32M | 1.31% | +13,200+49.6% | Added |
| Dynamic Advisor Solutions LLC | 39,848 | $8.33M | 0.24% | +3,416+9.4% | Added |
| Capital Investment Counsel, LLC | 39,950 | $8.35M | 1.03% | +636+1.6% | Added |
| Fidelis Capital Partners, LLC | 39,951 | $8.35M | 0.48% | +6,046+17.8% | Added |
| Geremia Financial Services, LLC | 40,000 | $8.36M | 8.87% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 40,228 | $8.41M | 0.39% | −38,225−48.7% | Reduced |
| Quadrant Capital Group LLC | 40,321 | $8.43M | 0.23% | +1,861+4.8% | Added |
| Sit Investment Associates Inc | 40,380 | $8.44M | 0.16% | −5,990−12.9% | Reduced |
| City Holding Co | 40,448 | $8.46M | 0.96% | −1,050−2.5% | Reduced |
| Xcel Wealth Management, LLC | 40,660 | $8.50M | 2.03% | −4,085−9.1% | Reduced |
| First Citizens Bank & Trust Co | 40,689 | $8.51M | 0.13% | −1,741−4.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 40,700 | $8.51M | 0.21% | −17,056−29.5% | Reduced |
| Hennessy Advisors Inc | 40,800 | $8.53M | 0.27% | −1,900−4.4% | Reduced |
| Clearstead Advisors, LLC | 40,871 | $8.54M | 0.08% | +4,461+12.3% | Added |
| Sowell Financial Services LLC | 40,917 | $8.55M | 0.28% | +450+1.1% | Added |
| Integrated Wealth Concepts LLC | 40,934 | $8.56M | 0.06% | +7,246+21.5% | Added |
| SkyOak Wealth, LLC | 40,946 | $8.56M | 1.40% | −932−2.2% | Reduced |
| Elk River Wealth Management, LLC | 41,332 | $8.64M | 1.38% | −4,092−9.0% | Reduced |
| Ritholtz Wealth Management | 41,371 | $8.65M | 0.13% | +1,171+2.9% | Added |
| Ameritas Investment Partners, Inc. | 41,522 | $8.68M | 0.23% | −611−1.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,627 | $8.70M | 1.24% | −148−0.4% | Reduced |
| Edgestream Partners, L.P. | 41,812 | $8.74M | 0.26% | −43,247−50.8% | Reduced |
| Inspire Trust Co, N.A. | 42,000 | $8.78M | 1.21% | −2,000−4.5% | Reduced |
| Trajan Wealth LLC | 42,125 | $8.81M | 0.33% | −1,873−4.3% | Reduced |
| Jain Global LLC | 42,210 | $8.82M | 0.10% | +42,210 | New |
| Greystone Financial Group, LLC | 42,431 | $8.87M | 2.48% | −1,639−3.7% | Reduced |
| E. Ohman J:or Asset Management AB | 42,627 | $8.91M | 0.21% | +2,510+6.3% | Added |
| Fundamentun, LLC | 43,220 | $9.03M | 0.33% | −449−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 43,373 | $9.07M | 0.28% | +1,172+2.8% | Added |
| Allworth Financial LP | 43,540 | $9.10M | 0.04% | −47,956−52.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 43,573 | $9.11M | 0.04% | −1,314−2.9% | Reduced |
| Spence Asset Management | 43,637 | $9.12M | 2.16% | +43,637 | New |
| Sienna Gestion | 42,852 | $9.17M | 0.54% | −3,393−7.3% | Reduced |
| Principal Securities, Inc. | 44,097 | $9.22M | 0.11% | −2,857−6.1% | Reduced |
| EFG International AG | 44,114 | $9.22M | 0.17% | +10,171+30.0% | Added |
| White Pine Investment CO | 44,110 | $9.22M | 1.97% | −856−1.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 44,340 | $9.27M | 0.32% | +2,800+6.7% | Added |
| Perigon Wealth Management, LLC | 44,661 | $9.34M | 0.15% | +1,117+2.6% | Added |
| Principal Street Partners, LLC | 44,822 | $9.37M | 1.37% | −266−0.6% | Reduced |
| Independent Advisor Alliance | 45,127 | $9.43M | 0.22% | −5,495−10.9% | Reduced |
| Gotham Asset Management, LLC | 45,373 | $9.48M | 0.02% | +139+0.3% | Added |
| Occidental Asset Management, LLC | 45,379 | $9.49M | 0.94% | +943+2.1% | Added |
| Wealthspire Advisors, LLC | 45,471 | $9.51M | 0.05% | +22,867+101.2% | Added |
| Cunning Capital Partners, LP | 45,796 | $9.57M | 3.86% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46,158 | $9.65M | 0.15% | +46,158 | New |
| Summit Financial, LLC | 46,271 | $9.67M | 0.11% | +3,770+8.9% | Added |
| Temasek Holdings (Private) Ltd | 46,402 | $9.70M | 0.03% | +46,402 | New |
| Joel Isaacson & Co., LLC | 46,639 | $9.75M | 0.28% | −982−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 45,197 | $9.78M | 1.44% | +536+1.2% | Added |
| Aragon Global Management, LP | 47,250 | $9.88M | 3.74% | +32,100+211.9% | Added |
| RSM US Wealth Management LLC | 47,633 | $9.96M | 0.11% | −8,498−15.1% | Reduced |
| Cypress Financial Planning LLC | 47,654 | $9.96M | 2.44% | +9,909+26.3% | Added |
| Marvin & Palmer Associates Inc | 47,734 | $9.98M | 6.28% | +47,734 | New |
| Plato Investment Management Ltd | 48,226 | $10.0M | 0.58% | +2,733+6.0% | Added |
| LDIC Inc. | 48,339 | $10.1M | 6.33% | +48,339 | New |
| Artisan Partners Limited Partnership | 48,437 | $10.1M | 0.02% | −530,367−91.6% | Reduced |
| Metis Global Partners, LLC | 48,640 | $10.2M | 0.23% | +4,338+9.8% | Added |
| Stenger Family Office, LLC | 48,904 | $10.2M | 1.66% | +5,409+12.4% | Added |
| Worm Capital, LLC | 48,922 | $10.2M | 7.66% | 00.0% | Unchanged |
| Hoey Investments, Inc | 49,186 | $10.3M | 1.36% | +2,155+4.6% | Added |
| AlphaCore Capital LLC | 49,209 | $10.3M | 0.19% | +38,764+371.1% | Added |
| Horizon Investments, LLC | 49,564 | $10.3M | 0.11% | +6,347+14.7% | Added |
| Caption Management, LLC | 49,400 | $10.3M | 0.36% | +38,400+349.1% | Added |
| United Capital Financial Advisers, LLC | 49,436 | $10.3M | 0.06% | +1,200+2.5% | Added |
| Loomis Sayles & Co L P | 49,868 | $10.4M | 0.01% | −6,855−12.1% | Reduced |
| Siemens Fonds Invest GmbH | 50,625 | $10.6M | 0.52% | −1,886−3.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 50,759 | $10.6M | 0.60% | −3,040−5.7% | Reduced |
| First National Trust Co | 50,793 | $10.6M | 0.36% | +51+0.1% | Added |
| Aureus Asset Management, LLC | 50,794 | $10.6M | 0.65% | +3,668+7.8% | Added |
| Interval Partners, LP | 51,020 | $10.7M | 0.34% | −39,782−43.8% | Reduced |
| Consolidated Investment Group LLC | 51,040 | $10.7M | 0.93% | 00.0% | Unchanged |
| Advocate Group LLC | 51,194 | $10.7M | 1.61% | −5,978−10.5% | Reduced |
| Private Wealth Partners, LLC | 51,545 | $10.8M | 0.77% | +209+0.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 51,656 | $10.8M | 2.22% | +635+1.2% | Added |
| Barometer Capital Management Inc. | 51,720 | $10.8M | 3.00% | +51,720 | New |