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 |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 91,292 | $19.1M | 0.23% | +5,339+6.2% | Added |
| Voleon Capital Management LP | 91,604 | $19.1M | 0.35% | −77,096−45.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 91,808 | $19.2M | 0.15% | −23,782−20.6% | Reduced |
| KTF Investments, LLC | 92,071 | $19.2M | 1.95% | +2,385+2.7% | Added |
| Baxter Bros Inc | 92,381 | $19.3M | 2.23% | −827−0.9% | Reduced |
| Investment Management Corp of Ontario | 93,032 | $19.4M | 0.25% | −9,300−9.1% | Reduced |
| Connors Investor Services Inc | 93,141 | $19.5M | 1.69% | −209−0.2% | Reduced |
| Artemis Investment Management LLP | 93,180 | $19.5M | 0.17% | +93,180 | New |
| Pacer Advisors, Inc. | 93,186 | $19.5M | 0.05% | +32,922+54.6% | Added |
| Knights of Columbus Asset Advisors LLC | 93,306 | $19.5M | 0.98% | +1,246+1.4% | Added |
| GW Henssler & Associates Ltd | 93,644 | $19.6M | 0.87% | −1,894−2.0% | Reduced |
| Mizuho Securities USA LLC | 93,847 | $19.6M | 0.32% | +21,115+29.0% | Added |
| Exchange Traded Concepts, LLC | 94,285 | $19.7M | 0.10% | +68,010+258.8% | Added |
| Blue Chip Partners, Inc. | 94,423 | $19.7M | 1.25% | −3,041−3.1% | Reduced |
| Toroso Investments, LLC | 94,798 | $19.8M | 0.05% | +18,848+24.8% | Added |
| Avanza Fonder AB | 94,842 | $19.8M | 0.43% | +6,494+7.4% | Added |
| Viking Fund Management LLC | 95,000 | $19.9M | 1.78% | 00.0% | Unchanged |
| Delta Global Management LP | 95,521 | $20.0M | 2.17% | +95,521 | New |
| Howe & Rusling Inc | 95,693 | $20.0M | 1.16% | +1,047+1.1% | Added |
| American Assets Investment Management, LLC | 132,000 | $20.2M | 1.22% | 00.0% | Unchanged |
| Natixis | 97,404 | $20.4M | 0.10% | −518,322−84.2% | Reduced |
| Nomura Holdings Inc | 98,199 | $20.5M | 0.09% | +55,803+131.6% | Added |
| Jane Street Group, LLC | 98,462 | $20.6M | 0.01% | −90,805−48.0% | Reduced |
| JBF Capital, Inc. | 100,000 | $20.9M | 2.74% | +75,000+300.0% | Added |
| Gamco Investors, Inc. Et Al | 100,177 | $20.9M | 0.19% | −7,165−6.7% | Reduced |
| La Banque Postale Asset Management SA | 100,884 | $21.1M | 0.21% | +57,746+133.9% | Added |
| TriCert Investment Counsel Inc. | 101,020 | $21.1M | 1.97% | +101,020 | New |
| Nixon Peabody Trust Co | 102,145 | $21.4M | 1.51% | −3,245−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 102,435 | $21.4M | 0.11% | +15,793+18.2% | Added |
| Fideuram Asset Management (Ireland) dac | 99,008 | $21.4M | 0.42% | +95,653+2,851.1% | Added |
| Allstate Corp | 102,906 | $21.5M | 0.21% | +34,712+50.9% | Added |
| Hartline Investment Corp | 103,805 | $21.7M | 1.89% | +20,468+24.6% | Added |
| SRS Capital Advisors, Inc. | 105,002 | $21.9M | 0.15% | +62,731+148.4% | Added |
| New Republic Capital, LLC | 105,260 | $22.0M | 5.07% | +1,245+1.2% | Added |
| Haverford Trust Co | 105,346 | $22.0M | 0.19% | −3,575−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 106,161 | $22.2M | 0.25% | −27,059−20.3% | Reduced |
| Cornerstone Advisors, LLC | 106,343 | $22.2M | 0.73% | +106,343 | New |
| Merit Financial Group, LLC | 106,437 | $22.2M | 0.14% | +6,200+6.2% | Added |
| Aptus Capital Advisors, LLC | 106,948 | $22.4M | 0.16% | +2,641+2.5% | Added |
| Bokf, NA | 108,364 | $22.7M | 0.31% | +7,211+7.1% | Added |
| Mediolanum International Funds Ltd | 108,104 | $22.9M | 0.20% | +30,730+39.7% | Added |
| Warren Averett Asset Management, LLC | 109,842 | $23.0M | 0.13% | −2,706−2.4% | Reduced |
| Prudential PLC | 109,865 | $23.0M | 0.16% | −22,985−17.3% | Reduced |
| IMC-Chicago, LLC | 109,930 | $23.0M | 0.21% | +11,301+11.5% | Added |
| Lyell Wealth Management, LP | 111,062 | $23.2M | 1.42% | +1,066+1.0% | Added |
| RMB Capital Management, LLC | 111,524 | $23.3M | 0.36% | −1,773−1.6% | Reduced |
| HB Wealth Management, LLC | 112,084 | $23.4M | 0.13% | −531−0.5% | Reduced |
| Bridger Management, LLC | 112,293 | $23.5M | 15.64% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 112,450 | $23.5M | 0.30% | +5,028+4.7% | Added |
| Copeland Capital Management, LLC | 114,388 | $23.9M | 0.49% | −20,638−15.3% | Reduced |
| iA Global Asset Management Inc. | 114,454 | $23.9M | 0.28% | +7,597+7.1% | Added |
| Edgar Lomax Co | 115,605 | $24.2M | 1.81% | −10,370−8.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 116,631 | $24.4M | 0.54% | +68,273+141.2% | Added |
| Nexus Investment Management ULC | 117,027 | $24.5M | 3.19% | −2,751−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 117,967 | $24.7M | 0.58% | −8,266−6.5% | Reduced |
| Apollon Wealth Management, LLC | 119,174 | $24.9M | 0.30% | +2,866+2.5% | Added |
| HRT Financial LP | 119,684 | $25.0M | 0.05% | −77,868−39.4% | Reduced |
| Covea Finance | 119,970 | $25.1M | 0.79% | +2,400+2.0% | Added |
| Capital Analysts, LLC | 121,253 | $25.3M | 0.58% | −1,398−1.1% | Reduced |
| Liontrust Investment Partners LLP | 124,651 | $26.1M | 0.38% | +55,228+79.6% | Added |
| Clearbridge Investments, LLC | 125,079 | $26.1M | 0.02% | −30,856−19.8% | Reduced |
| Jupiter Asset Management Ltd | 125,116 | $26.2M | 0.13% | +36,703+41.5% | Added |
| Telos Capital Management, Inc. | 126,507 | $26.4M | 2.33% | −4,366−3.3% | Reduced |
| Trexquant Investment LP | 128,046 | $26.8M | 0.17% | +105,941+479.3% | Added |
| Kestra Advisory Services, LLC | 128,608 | $26.9M | 0.09% | −17,314−11.9% | Reduced |
| Yousif Capital Management, LLC | 130,397 | $27.3M | 0.31% | −10,684−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 131,698 | $27.5M | 0.01% | −1,516−1.1% | Reduced |
| OP Asset Management Ltd | 132,619 | $27.7M | 0.30% | +9,895+8.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 135,636 | $28.4M | 0.24% | +32,478+31.5% | Added |
| LGT Capital Partners Ltd. | 138,580 | $29.0M | 1.47% | +2,386+1.8% | Added |
| Appleton Partners Inc | 139,249 | $29.1M | 1.78% | −10,967−7.3% | Reduced |
| TIAA Wealth Investment Management LLC | 140,357 | $29.3M | 0.20% | −1,850−1.3% | Reduced |
| SCS Capital Management LLC | 144,148 | $30.1M | 0.28% | −950−0.7% | Reduced |
| Perpetual Ltd | 144,225 | $30.1M | 0.43% | −6,309−4.2% | Reduced |
| Harvest Portfolios Group Inc. | 144,324 | $30.2M | 0.43% | −12,014−7.7% | Reduced |
| Oak Harvest Investment Services | 144,642 | $30.2M | 2.83% | +13,979+10.7% | Added |
| Abner Herrman & Brock LLC | 145,011 | $30.3M | 2.88% | −12,711−8.1% | Reduced |
| Mutual of America Capital Management LLC | 145,748 | $30.5M | 0.30% | +2,044+1.4% | Added |
| Argent Trust Co | 146,072 | $30.5M | 0.88% | −619−0.4% | Reduced |
| Generali Asset Management SPA SGR | 146,152 | $30.6M | 0.55% | +14,924+11.4% | Added |
| State of Alaska, Department of Revenue | 146,487 | $30.6M | 0.30% | −5,090−3.4% | Reduced |
| Oregon Public Employees Retirement Fund | 147,400 | $30.8M | 0.33% | +9,559+6.9% | Added |
| Panagora Asset Management Inc | 148,130 | $31.0M | 0.09% | +45,834+44.8% | Added |
| Abn Amro Investment Solutions | 148,712 | $31.1M | 0.27% | −5,711−3.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 149,260 | $31.2M | 0.19% | −14,044−8.6% | Reduced |
| Glenmede Trust Co NA | 149,917 | $31.3M | 0.14% | −865−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 150,080 | $31.4M | 0.35% | −1,310−0.9% | Reduced |
| Andra AP-fonden | 150,920 | $31.5M | 0.36% | −22,300−12.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 143,969 | $32.0M | 0.82% | +3,811+2.7% | Added |
| TCG Advisory Services, LLC | 153,261 | $32.0M | 0.59% | +6,189+4.2% | Added |
| Fred Alger Management, LLC | 154,303 | $32.3M | 0.11% | +5,699+3.8% | Added |
| Omers Administration Corp | 154,825 | $32.4M | 0.19% | +67,040+76.4% | Added |
| Vontobel Holding Ltd. | 155,485 | $32.5M | 0.11% | +2,885+1.9% | Added |
| Susquehanna Fundamental Investments, LLC | 155,543 | $32.5M | 0.61% | +155,543 | New |
| Boston Common Asset Management, LLC | 158,039 | $33.0M | 1.96% | −1,910−1.2% | Reduced |
| Nissay Asset Management Corp | 158,733 | $33.2M | 0.14% | +5,911+3.9% | Added |
| Macquarie Group Ltd | 159,067 | $33.2M | 0.14% | +20,478+14.8% | Added |
| Sanctuary Advisors, LLC | 159,334 | $33.3M | 0.15% | +2,918+1.9% | Added |
| Umb Bank N A | 159,718 | $33.4M | 0.42% | −6,319−3.8% | Reduced |
| Payden & Rygel | 161,100 | $33.7M | 2.58% | −400−0.2% | Reduced |