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
Q3 2026 data is still coming in: 6 institutions have reported holding MS so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 162,385 | $33.9M | 0.26% | +160,768+9,942.4% | Added |
| BSN Capital Partners Ltd | 161,268 | $34.2M | 1.55% | +161,268 | New |
| Hallmark Capital Management Inc | 166,230 | $34.7M | 2.01% | +255+0.2% | Added |
| New York Life Investment Management LLC | 166,946 | $34.9M | 0.24% | −3,201−1.9% | Reduced |
| Pittenger & Anderson Inc | 167,570 | $35.0M | 1.25% | +6,745+4.2% | Added |
| Picton Mahoney Asset Management | 168,259 | $35.2M | 0.32% | −17,971−9.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 169,210 | $35.4M | 0.27% | −5,751−3.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 169,559 | $35.4M | 0.24% | +14,021+9.0% | Added |
| Utah Retirement Systems | 170,166 | $35.6M | 0.34% | −14,286−7.7% | Reduced |
| Walleye Capital LLC | 170,288 | $35.6M | 0.17% | +109,386+179.6% | Added |
| Gabelli Funds LLC | 172,997 | $36.2M | 0.23% | −8,443−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 173,556 | $36.3M | 0.08% | +10,577+6.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 173,994 | $36.3M | 0.15% | +17,659+11.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 176,111 | $36.6M | 0.04% | +47,158+36.6% | Added |
| Maple Capital Management, Inc. | 175,947 | $36.8M | 2.18% | −5,423−3.0% | Reduced |
| Captrust Financial Advisors | 176,155 | $36.8M | 0.06% | +800.0% | Added |
| Conning Inc. | 177,117 | $37.0M | 1.11% | −48,560−21.5% | Reduced |
| British Columbia Investment Management Corp | 177,654 | $37.1M | 0.23% | +14,026+8.6% | Added |
| Midwest Trust Co | 177,944 | $37.2M | 0.42% | +421+0.2% | Added |
| Assetmark, Inc | 179,567 | $37.5M | 0.06% | +7,842+4.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,283 | $37.7M | 0.26% | +3,417+1.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 181,083 | $37.9M | 0.24% | −125−0.1% | Reduced |
| NewEdge Wealth, LLC | 181,267 | $37.9M | 0.38% | +164,971+1,012.3% | Added |
| Sapient Capital LLC | 181,301 | $37.9M | 0.50% | +171,225+1,699.3% | Added |
| Brown Advisory Inc | 184,523 | $38.6M | 0.06% | +13,214+7.7% | Added |
| Wealthfront Advisers LLC | 184,586 | $38.6M | 0.07% | +7,913+4.5% | Added |
| Capital International Inc | 185,385 | $38.8M | 0.27% | +43,821+31.0% | Added |
| Pathstone Holdings, LLC | 186,589 | $39.1M | 0.11% | +10,508+6.0% | Added |
| Hosking Partners LLP | 188,286 | $39.4M | 1.31% | −3,231−1.7% | Reduced |
| Bailard, Inc. | 189,664 | $39.6M | 0.81% | −1,296−0.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 190,021 | $39.7M | 0.90% | +124+0.1% | Added |
| LVM Capital Management Ltd | 190,045 | $39.7M | 3.32% | −1,419−0.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 191,034 | $39.9M | 0.27% | +7,050+3.8% | Added |
| Empowered Funds, LLC | 194,020 | $40.6M | 0.21% | −58,768−23.2% | Reduced |
| NEOS Investment Management LLC | 194,970 | $40.8M | 0.15% | +21,350+12.3% | Added |
| Chilton Capital Management LLC | 195,275 | $40.8M | 1.29% | −87,812−31.0% | Reduced |
| Rakuten Investment Management, Inc. | 195,276 | $41.3M | 0.12% | +17,517+9.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 197,896 | $41.4M | 4.75% | +230.0% | Added |
| Man Group plc | 198,826 | $41.6M | 0.08% | −180,113−47.5% | Reduced |
| NFJ Investment Group, LLC | 199,329 | $41.7M | 1.42% | +57,933+41.0% | Added |
| Ethic Inc. | 200,383 | $41.9M | 0.52% | +1,117+0.6% | Added |
| Blair William & Co | 202,578 | $42.3M | 0.11% | +46,418+29.7% | Added |
| Amalgamated Bank | 203,238 | $42.5M | 0.29% | −19,478−8.7% | Reduced |
| Peapack Gladstone Financial Corp | 204,988 | $42.9M | 0.49% | −2,801−1.3% | Reduced |
| Erste Asset Management GmbH | 202,478 | $42.9M | 0.33% | +67,105+49.6% | Added |
| Camden Capital, LLC | 205,123 | $42.9M | 2.11% | +410.0% | Added |
| USS Investment Management Ltd | 206,196 | $43.1M | 0.17% | −573−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 206,921 | $43.3M | 0.56% | −4,748−2.2% | Reduced |
| Matrix Asset Advisors Inc | 208,042 | $43.5M | 3.54% | −30,018−12.6% | Reduced |
| Castleark Management LLC | 208,542 | $43.6M | 1.18% | +184,862+780.7% | Added |
| MAI Capital Management | 210,130 | $43.9M | 0.17% | +49,527+30.8% | Added |
| Heritage Investors Management Corp | 210,199 | $43.9M | 1.22% | −13,596−6.1% | Reduced |
| First Manhattan Co | 211,022 | $44.1M | 0.11% | −4,044−1.9% | Reduced |
| Lazard Asset Management LLC | 214,414 | $44.8M | 0.07% | −23,258−9.8% | Reduced |
| JustInvest LLC | 214,934 | $44.9M | 0.37% | +10,732+5.3% | Added |
| Lido Advisors, LLC | 215,117 | $45.0M | 0.16% | +6,922+3.3% | Added |
| Boston Trust Walden Corp | 215,325 | $45.0M | 0.34% | +6,604+3.2% | Added |
| Xponance, Inc. | 218,953 | $45.8M | 0.28% | +12,419+6.0% | Added |
| Daiwa Securities Group Inc. | 223,070 | $46.6M | 0.11% | +14,697+7.1% | Added |
| Varma Mutual Pension Insurance Co | 223,312 | $46.7M | 0.25% | +1,900+0.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 223,549 | $46.7M | 1.95% | −6,919−3.0% | Reduced |
| Longaeva Partners L.P. | 225,079 | $47.1M | 1.36% | −88,406−28.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 228,589 | $47.8M | 1.78% | −11,001−4.6% | Reduced |
| TCW Group Inc | 229,009 | $47.9M | 0.32% | −3,288−1.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 229,958 | $48.1M | 0.77% | +142,393+162.6% | Added |
| Federation des caisses Desjardins du Quebec | 237,184 | $49.6M | 0.15% | +21,155+9.8% | Added |
| Keybank National Association | 237,589 | $49.7M | 0.16% | −7,484−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 243,088 | $50.9M | 0.06% | +10,554+4.5% | Added |
| Point72 Asset Management, L.P. | 245,395 | $51.3M | 0.08% | −1,201,025−83.0% | Reduced |
| Flputnam Investment Management Co | 248,624 | $52.0M | 0.62% | +7,577+3.1% | Added |
| Chilton Investment Co LLC | 250,782 | $52.4M | 1.26% | −12,826−4.9% | Reduced |
| Zacks Investment Management | 255,287 | $53.4M | 0.38% | −814−0.3% | Reduced |
| Bollard Group LLC | 256,087 | $53.5M | 1.63% | +8,610+3.5% | Added |
| Moody Lynn & Lieberson, LLC | 256,389 | $53.6M | 2.83% | +7,022+2.8% | Added |
| Quadrature Capital Ltd | 262,666 | $54.9M | 0.47% | −105,853−28.7% | Reduced |
| ProShare Advisors LLC | 264,254 | $55.2M | 0.08% | +13,418+5.3% | Added |
| Milford Funds Ltd | 264,258 | $55.2M | 0.90% | +264,258 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 264,768 | $55.3M | 0.27% | −15,481−5.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 266,962 | $55.8M | 0.46% | +9,386+3.6% | Added |
| DnB Asset Management AS | 267,505 | $55.9M | 0.16% | −45,530−14.5% | Reduced |
| Tudor Investment Corp Et Al | 270,000 | $56.4M | 0.23% | +114,104+73.2% | Added |
| IFM Investors Pty Ltd | 271,816 | $56.8M | 0.38% | +27,005+11.0% | Added |
| Cerity Partners LLC | 278,616 | $57.1M | 0.07% | +19,701+7.6% | Added |
| MetLife Investment Management | 272,972 | $57.1M | 0.26% | −7,016−2.5% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 275,682 | $57.6M | 4.17% | −3,069−1.1% | Reduced |
| GWM Advisors LLC | 278,364 | $58.2M | 0.17% | +33,167+13.5% | Added |
| QRG Capital Management, Inc. | 279,622 | $58.5M | 0.48% | +30,010+12.0% | Added |
| Pacific Heights Asset Management LLC | 280,000 | $58.5M | 1.85% | +5,000+1.8% | Added |
| Sequoia Financial Advisors, LLC | 280,037 | $58.5M | 0.29% | +8,596+3.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 283,722 | $59.3M | 1.04% | −6,014−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 285,209 | $59.6M | 0.30% | +954+0.3% | Added |
| GW&K Investment Management, LLC | 288,780 | $60.4M | 0.47% | −4,688−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 290,294 | $60.7M | 0.74% | −34,527−10.6% | Reduced |
| AE Wealth Management LLC | 290,836 | $60.8M | 0.28% | −3,129−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 294,047 | $61.5M | 0.12% | +28,877+10.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,211 | $61.5M | 0.05% | +128,066+77.1% | Added |
| Mercer Global Advisors Inc | 298,848 | $62.5M | 0.08% | +74,607+33.3% | Added |
| Oppenheimer Asset Management Inc. | 300,334 | $62.8M | 0.65% | −5,339−1.7% | Reduced |
| STRS Ohio | 302,226 | $63.2M | 0.24% | −36,336−10.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 303,415 | $63.4M | 0.30% | +7,200+2.4% | Added |