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; 2,745 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
- 2,745
- +266 vs. Q1 2026
- Shares held
- 1.35B
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 more reduced
35 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 | 2,745 | $281.7B |
| Q1 2026 | 2,514 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Tounjian Advisory Partners, LLC | 382 | $79.9K | 0.03% | −12,280−97.0% | Reduced |
| Vaquero Private Wealth, Ltd | 393 | $82.2K | 0.02% | +393 | New |
| Solstein Capital, LLC | 399 | $83.4K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 411 | $85.9K | 0.02% | +50+13.9% | Added |
| DiNuzzo Private Wealth, Inc. | 420 | $87.8K | 0.01% | 00.0% | Unchanged |
| Index Technologies Group LLC | 420 | $87.8K | 0.07% | +420 | New |
| Sittner & Nelson, LLC | 421 | $88.0K | 0.03% | −12−2.8% | Reduced |
| Kemnay Advisory Services Inc. | 428 | $89.5K | 0.01% | +38+9.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 430 | $89.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 430 | $90.0K | 0.05% | −125−22.5% | Reduced |
| VSM Wealth Advisory, LLC | 431 | $90.1K | 0.02% | +1+0.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $91.9K | 0.05% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 427 | $92.9K | 0.01% | +179+72.2% | Added |
| REAP Financial Group, LLC | 450 | $94.2K | 0.02% | −2−0.4% | Reduced |
| Princeton Global Asset Management LLC | 452 | $94.5K | 0.01% | −2−0.4% | Reduced |
| Ancora Advisors, LLC | 458 | $95.8K | 0.00% | −425−48.1% | Reduced |
| Westfuller Advisors, LLC | 468 | $97.8K | 0.04% | +47+11.2% | Added |
| Rakuten Securities, Inc. | 468 | $97.8K | 0.02% | −134−22.3% | Reduced |
| Tradewinds Capital Management, LLC | 469 | $98.0K | 0.02% | −46−8.9% | Reduced |
| SJS Investment Consulting Inc. | 469 | $98.0K | 0.01% | +148+46.1% | Added |
| Accordant Advisory Group Inc | 470 | $98.2K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 478 | $99.9K | 0.04% | +375+364.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 491 | $102.6K | 0.01% | +114+30.2% | Added |
| Dogwood Wealth Management LLC | 497 | $103.9K | 0.04% | +76+18.1% | Added |
| Beutel, Goodman & Co Ltd. | 500 | $104.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 499 | $104.3K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $104.5K | 0.05% | 00.0% | Unchanged |
| Networth Advisors, LLC | 503 | $105.1K | 0.06% | −45−8.2% | Reduced |
| Hager Investment Management Services, LLC | 504 | $105.4K | 0.05% | −96−16.0% | Reduced |
| ORG Wealth Partners, LLC | 514 | $107.4K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 517 | $108.1K | 0.06% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 537 | $112.3K | 0.02% | +112+26.4% | Added |
| High Point Wealth Management, LLC | 539 | $112.8K | 0.09% | −197−26.8% | Reduced |
| First Financial Corp | 554 | $115.8K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 575 | $120.2K | 0.10% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 579 | $121.0K | 0.00% | +231+66.4% | Added |
| Horrell Capital Management, Inc. | 583 | $121.9K | 0.06% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 594 | $124.2K | 0.09% | +238+66.9% | Added |
| Intesa Sanpaolo Wealth Management | 595 | $124.4K | 0.02% | −19−3.1% | Reduced |
| BFSG, LLC | 595 | $124.4K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 610 | $127.5K | 0.06% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 611 | $127.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 611 | $129.4K | 0.01% | −2−0.3% | Reduced |
| First United Bank Trust | 627 | $131.1K | 0.04% | +59+10.4% | Added |
| Southern Michigan Bank & Trust | 641 | $134.0K | 0.05% | −161−20.1% | Reduced |
| Align Financial, LLC | 649 | $135.7K | 0.07% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 672 | $140.5K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 674 | $140.9K | 0.03% | +23+3.5% | Added |
| Hollencrest Capital Management | 681 | $142.4K | 0.01% | +2+0.3% | Added |
| Atlantic Trust, LLC | 683 | $142.8K | 0.02% | −10−1.4% | Reduced |
| Miller Global Investments, LLC | 686 | $143.4K | 0.12% | +233+51.4% | Added |
| Murphy & Mullick Capital Management Corp | 693 | $144.8K | 0.09% | +1+0.1% | Added |
| UMA Financial Services, Inc. | 698 | $145.8K | 0.02% | +82+13.3% | Added |
| Bell Investment Advisors, Inc | 702 | $146.7K | 0.02% | +12+1.7% | Added |
| Nalls Sherbakoff Group, LLC | 705 | $147.4K | 0.10% | +3+0.4% | Added |
| Cornerstone Financial Management LLC | 706 | $147.6K | 0.12% | +70+11.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 711 | $148.6K | 0.01% | +12+1.7% | Added |
| 1248 Management, LLC | 714 | $149.3K | 0.06% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 724 | $151.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 704 | $153.9K | 0.02% | +90+14.7% | Added |
| Cape Investment Advisory, Inc. | 752 | $157.2K | 0.04% | +752 | New |
| Vima LLC | 761 | $159.2K | 0.16% | +761 | New |
| Trust Co | 763 | $159.5K | 0.01% | −200−20.8% | Reduced |
| McDonald Partners LLC | 780 | $163.1K | 0.04% | +780 | New |
| Cranbrook Wealth Management, LLC | 780 | $163.1K | 0.03% | −8−1.0% | Reduced |
| Sachetta, LLC | 799 | $167.0K | 0.08% | +148+22.7% | Added |
| Park Circle Co | 800 | $167.2K | 0.15% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 808 | $168.8K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 823 | $172.0K | 0.04% | +4+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 825 | $172.7K | 0.05% | −131−13.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 828 | $173.1K | 0.05% | +828 | New |
| Cedar Mountain Advisors, LLC | 832 | $173.9K | 0.03% | +702+540.0% | Added |
| Kozak & Associates, Inc. | 826 | $174.9K | 0.03% | +5+0.6% | Added |
| Richardson Financial Services Inc. | 867 | $181.2K | 0.10% | −27−3.0% | Reduced |
| Ogorek Anthony Joseph | 875 | $183.0K | 0.05% | +2+0.2% | Added |
| AXS Investments LLC | 883 | $184.6K | 0.05% | −155−14.9% | Reduced |
| Regatta Research & Money Management | 891 | $186.0K | 0.18% | +891 | New |
| Gleason Group, Inc. | 893 | $186.8K | 0.02% | +86+10.7% | Added |
| GGM Financials LLC | 895 | $187.1K | 0.07% | +4+0.4% | Added |
| Flagship Wealth Advisors, LLC | 896 | $187.3K | 0.04% | +500+126.3% | Added |
| Wellington Shields & Co., LLC | 911 | $190.4K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 915 | $191.2K | 0.12% | +5+0.5% | Added |
| Custom Index Systems, LLC | 921 | $192.5K | 0.07% | +921 | New |
| Caldwell Sutter Capital, Inc. | 926 | $193.6K | 0.07% | +7+0.8% | Added |
| SOA Wealth Advisors, LLC. | 945 | $197.5K | 0.03% | −39−4.0% | Reduced |
| WPG Advisers, LLC | 946 | $197.8K | 0.12% | +188+24.8% | Added |
| JT Stratford LLC | 957 | $200.1K | 0.02% | +957 | New |
| Greykasell Wealth Strategies, Inc. | 958 | $200.2K | 0.07% | +1+0.1% | Added |
| Blue Edge Capital, LLC | 959 | $200.5K | 0.02% | −257−21.1% | Reduced |
| MV Capital Management, Inc. | 960 | $200.7K | 0.02% | −10−1.0% | Reduced |
| Paulson Wealth Management Inc. | 961 | $200.9K | 0.04% | +961 | New |
| Patron Partners Advisors, LLC | 961 | $200.9K | 0.08% | +961 | New |
| DV Trading LLC | 962 | $201.1K | 0.02% | −3,314−77.5% | Reduced |
| TCP Asset Management, LLC | 962 | $201.1K | 0.02% | +962 | New |
| Adelphi Trust Co | 962 | $201.1K | 0.13% | +962 | New |
| Generation Capital Management LLC | 963 | $201.3K | 0.12% | +963 | New |
| Syntegra Private Wealth Group, LLC | 964 | $201.6K | 0.02% | +964 | New |
| Kelly Financial Services LLC | 968 | $202.3K | 0.04% | +968 | New |
| Fidelity D & D Bancorp Inc | 968 | $202.4K | 0.07% | +968 | New |
| Demars Financial Group, LLC | 970 | $202.8K | 0.06% | +970 | New |