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 |
|---|---|---|---|---|---|
| Baugh & Associates, LLC | 51,765 | $10.8M | 4.79% | −11,298−17.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 52,042 | $10.9M | 0.65% | +412+0.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,209 | $10.9M | 0.40% | +4,483+9.4% | Added |
| Old Second National Bank of Aurora | 52,374 | $10.9M | 2.06% | −3,177−5.7% | Reduced |
| Brown Brothers Harriman & Co | 52,510 | $11.0M | 0.05% | +17,623+50.5% | Added |
| XTX Topco Ltd | 52,926 | $11.1M | 0.14% | +31,171+143.3% | Added |
| Iowa State Bank | 53,036 | $11.1M | 1.85% | −6,035−10.2% | Reduced |
| EP Wealth Advisors, LLC | 53,093 | $11.1M | 0.04% | +6,184+13.2% | Added |
| L & S Advisors Inc | 54,325 | $11.4M | 1.17% | +54,325 | New |
| Assenagon Asset Management S.A. | 54,503 | $11.4M | 0.01% | −4,790−8.1% | Reduced |
| Walleye Trading LLC | 54,808 | $11.5M | 0.16% | +28,868+111.3% | Added |
| Change Path, LLC | 55,217 | $11.5M | 0.25% | +2,474+4.7% | Added |
| Tradewinds, LLC. | 8,581 | $11.6M | 3.63% | −42,416−83.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,615 | $11.6M | 0.11% | −18,834−25.3% | Reduced |
| Coldstream Capital Management Inc | 55,625 | $11.6M | 0.15% | −3,169−5.4% | Reduced |
| Becker Capital Management Inc | 55,758 | $11.7M | 0.31% | +120.0% | Added |
| Equitable Holdings, Inc. | 55,904 | $11.7M | 0.07% | +4,208+8.1% | Added |
| DCM Advisors, LLC | 58,482 | $11.9M | 4.70% | −2,541−4.2% | Reduced |
| Oppenheimer & Co Inc | 57,070 | $11.9M | 0.13% | −758−1.3% | Reduced |
| CAPROCK Group, Inc. | 57,352 | $12.0M | 0.23% | −912−1.6% | Reduced |
| Parallel Advisors, LLC | 57,472 | $12.0M | 0.18% | +1,044+1.9% | Added |
| Nordwand Advisors, LLC | 57,869 | $12.1M | 1.85% | +225+0.4% | Added |
| GLOBALT Investments LLC | 57,876 | $12.1M | 0.41% | −1,181−2.0% | Reduced |
| FORA Capital, LLC | 57,981 | $12.1M | 0.83% | +43,912+312.1% | Added |
| Banque Cantonale Vaudoise | 57,981 | $12.1M | 0.47% | −21,633−27.2% | Reduced |
| Intact Investment Management Inc. | 58,100 | $12.1M | 0.35% | 00.0% | Unchanged |
| Montag A & Associates Inc | 58,308 | $12.2M | 0.51% | −1,231−2.1% | Reduced |
| Union Bancaire Privee, UBP SA | 64,552 | $12.3M | 0.19% | +3,640+6.0% | Added |
| NatWest Group plc | 58,626 | $12.3M | 2.19% | +351+0.6% | Added |
| Empirical Finance, LLC | 58,732 | $12.3M | 0.51% | −9,916−14.4% | Reduced |
| Jupiter Wealth Management LLC | 58,807 | $12.3M | 4.92% | +1,550+2.7% | Added |
| Trifecta Capital Advisors, LLC | 59,132 | $12.4M | 1.59% | −438−0.7% | Reduced |
| Albion Financial Group | 59,619 | $12.5M | 0.72% | −247−0.4% | Reduced |
| Ballentine Partners, LLC | 59,629 | $12.5M | 0.15% | +292+0.5% | Added |
| New Mexico Educational Retirement Board | 59,810 | $12.5M | 0.31% | +3,700+6.6% | Added |
| Polar Capital Holdings Plc | 59,823 | $12.5M | 0.04% | +5,013+9.1% | Added |
| Maryland State Retirement & Pension System | 60,485 | $12.6M | 0.22% | +3,442+6.0% | Added |
| Laird Norton Trust Company, LLC | 60,596 | $12.7M | 0.24% | −126−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 60,635 | $12.7M | 1.87% | −14,408−19.2% | Reduced |
| Sterling Capital Management LLC | 60,737 | $12.7M | 0.22% | +33+0.1% | Added |
| Louisiana State Employees Retirement System | 61,300 | $12.8M | 0.19% | 00.0% | Unchanged |
| Ci Investments Inc. | 61,492 | $12.9M | 0.04% | +47,433+337.4% | Added |
| Vident Advisory, LLC | 61,891 | $12.9M | 0.10% | −21,277−25.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 62,963 | $13.2M | 0.70% | −7,984−11.3% | Reduced |
| Hourglass Capital, LLC | 63,520 | $13.3M | 2.61% | −580−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 63,810 | $13.3M | 0.42% | −2,099−3.2% | Reduced |
| Massmutual Trust Co FSB | 64,118 | $13.4M | 0.35% | −5,239−7.6% | Reduced |
| Burns J W & Co Inc | 65,104 | $13.6M | 1.42% | −864−1.3% | Reduced |
| Alley Investment Management Company, LLC | 65,293 | $13.6M | 1.59% | −2,539−3.7% | Reduced |
| New Age Alpha Advisors, LLC | 66,065 | $13.8M | 0.59% | −1,786−2.6% | Reduced |
| Hartford Investment Management Co | 66,298 | $13.9M | 0.39% | −2,381−3.5% | Reduced |
| Premier Fund Managers Ltd | 65,800 | $13.9M | 1.26% | +65,800 | New |
| Diversified Trust Co | 66,996 | $14.0M | 0.22% | +16,004+31.4% | Added |
| Guggenheim Capital LLC | 67,657 | $14.1M | 0.09% | +2,745+4.2% | Added |
| Westbourne Investment Advisors, Inc. | 68,596 | $14.3M | 3.95% | −2,776−3.9% | Reduced |
| Citizens Financial Group Inc | 69,062 | $14.4M | 0.17% | +3,353+5.1% | Added |
| D.A. Davidson & Co. | 69,210 | $14.5M | 0.08% | −264−0.4% | Reduced |
| Rokos Capital Management LLP | 69,301 | $14.5M | 0.18% | −167,420−70.7% | Reduced |
| Brookstone Capital Management | 69,561 | $14.5M | 0.15% | +46,947+207.6% | Added |
| Private Advisor Group, LLC | 69,779 | $14.6M | 0.07% | −8,034−10.3% | Reduced |
| Eastern Bank | 70,264 | $14.7M | 0.22% | +4,497+6.8% | Added |
| Cyndeo Wealth Partners, LLC | 70,839 | $14.8M | 0.70% | +4,007+6.0% | Added |
| Kentucky Retirement Systems | 71,622 | $15.0M | 0.37% | −42,763−37.4% | Reduced |
| HM Payson & Co | 72,349 | $15.1M | 0.20% | +62,846+661.3% | Added |
| Intech Investment Management LLC | 72,476 | $15.2M | 0.14% | −8,380−10.4% | Reduced |
| Strategic Planning Group, LLC | 72,568 | $15.2M | 1.65% | +1,929+2.7% | Added |
| Wesbanco Bank Inc | 73,075 | $15.3M | 0.38% | +454+0.6% | Added |
| Park Avenue Securities LLC | 73,558 | $15.4M | 0.10% | +3,563+5.1% | Added |
| Vise Technologies, Inc. | 73,977 | $15.5M | 0.18% | +25,991+54.2% | Added |
| Fiduciary Alliance LLC | 74,707 | $15.6M | 1.06% | −5,084−6.4% | Reduced |
| Emerald Investment Advisers, LLC | 75,241 | $15.7M | 1.05% | +11,926+18.8% | Added |
| Atria Investments LLC | 75,523 | $15.8M | 0.16% | +1,418+1.9% | Added |
| Groupe la Francaise | 75,516 | $15.8M | 0.19% | +21,885+40.8% | Added |
| McGuire Investment Group, LLC | 75,996 | $15.9M | 1.39% | +104+0.1% | Added |
| Eagle Capital Management LLC | 76,500 | $16.0M | 0.05% | −3,088−3.9% | Reduced |
| AIA Group Ltd | 76,804 | $16.1M | 0.20% | −48,588−38.7% | Reduced |
| Ieq Capital, LLC | 77,021 | $16.1M | 0.07% | −67,784−46.8% | Reduced |
| Axxcess Wealth Management, LLC | 77,827 | $16.3M | 0.26% | +77,827 | New |
| Concurrent Investment Advisors, LLC | 78,004 | $16.3M | 0.14% | +15,315+24.4% | Added |
| Savant Capital, LLC | 87,237 | $16.4M | 0.05% | +43,129+97.8% | Added |
| Banque Pictet & Cie SA | 79,584 | $16.6M | 0.17% | +292+0.4% | Added |
| Norinchukin Bank, The | 79,708 | $16.7M | 0.16% | +6,351+8.7% | Added |
| Mount Yale Investment Advisors, LLC | 79,775 | $16.7M | 0.31% | +2,005+2.6% | Added |
| German American Bancorp, Inc. | 80,223 | $16.8M | 1.26% | −514−0.6% | Reduced |
| Rockland Trust Co | 80,630 | $16.9M | 0.66% | −1,499−1.8% | Reduced |
| BTC Capital Management, Inc. | 81,060 | $16.9M | 1.03% | −21,486−21.0% | Reduced |
| Venture Visionary Partners LLC | 81,473 | $17.0M | 0.47% | +7,162+9.6% | Added |
| Saudi Central Bank | 82,950 | $17.3M | 0.23% | +39,127+89.3% | Added |
| Level Four Advisory Services, LLC | 84,606 | $17.7M | 0.50% | −79−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 85,138 | $17.8M | 0.61% | −1,000−1.2% | Reduced |
| Alyeska Investment Group, L.P. | 85,408 | $17.9M | 0.05% | −1,038,081−92.4% | Reduced |
| Advisors Asset Management, Inc. | 85,487 | $17.9M | 0.27% | +578+0.7% | Added |
| Kinneret Advisory, LLC | 85,516 | $17.9M | 1.45% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 85,888 | $18.0M | 0.80% | −2,127−2.4% | Reduced |
| J. Safra Sarasin Holding AG | 92,525 | $18.2M | 0.26% | +9,532+11.5% | Added |
| Calamos Wealth Management LLC | 87,789 | $18.4M | 0.56% | −2,092−2.3% | Reduced |
| Brinker Capital Investments, LLC | 88,496 | $18.5M | 0.14% | +1,153+1.3% | Added |
| Gulf International Bank (UK) Ltd | 90,308 | $18.9M | 0.37% | −1,456−1.6% | Reduced |
| Allianz SE | 90,307 | $18.9M | 0.20% | +1,400+1.6% | Added |
| ASR Vermogensbeheer N.V. | 90,790 | $19.0M | 0.20% | −68,004−42.8% | Reduced |