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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.

Institutional holdersQ2 2026: 2,745 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,745 institutions
Value heldQ2 2026: $281.7B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.1BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,745$281.7B
Q1 20262,514$218.1B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q1 2026.

Institutions holding MS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
D.B. Root & Company, LLC974$203.6K0.04%+974New
BCV Asset Management Inc.960$203.7K0.01%+960New
Hanson & Doremus Investment Management975$204.0K0.02%00.0%Unchanged
HTG Investment Advisors, Inc.977$204.2K0.05%−651−40.0%Reduced
Midland Wealth Advisors LLC977$204.2K0.01%+977New
Riverview Capital Advisers, LLC979$204.7K0.06%+979New
Altfest L J & Co Inc980$204.9K0.02%+980New
Laurel Oak Wealth Management, LLC981$205.1K0.03%+981New
Y.D. More Investments Ltd982$205.3K0.01%+27+2.8%Added
NorthStar Asset Management LLC983$205.4K0.08%+983New
Capital Wealth Management, LLC983$205.5K0.05%+983New
Verus Capital Partners, LLC984$205.7K0.01%+984New
Gator Capital Management, LLC985$205.9K0.04%+985New
Seeds Investor LLC986$206.0K0.02%+986New
KG&L Capital Management,LLC987$206.3K0.12%+987New
Corps Capital Advisors, LLC987$206.3K0.17%+987New
Invst, LLC988$206.6K0.02%+988New
Strategic Wealth Advisors LLC1,170$207.0K0.18%+200+20.6%Added
Vaughan David Investments LLC989$207.0K0.00%+989New
Cross Staff Investments Inc991$207.2K0.12%+991New
Teamwork Financial Advisors, LLC992$207.4K0.02%+992New
Financial Plan, Inc.992$207.4K0.02%+992New
Stonebridge Financial Group, LLC993$207.6K0.02%+993New
Morey & Quinn Wealth Partners, LLC993$207.6K0.13%+993New
Independent Wealth Network Inc.994$207.7K0.05%+994New
Traveka Wealth, LLC994$207.7K0.07%+994New
PSI Advisors, LLC994$207.8K0.05%+994New
Centennial Wealth Advisory LLC995$208.0K0.04%+995New
Clark Asset Management, LLC996$208.2K0.02%+996New
Trillium Asset Management, LLC997$208.4K0.01%−260−20.7%Reduced
Matters Capital LLC998$208.6K0.15%+998New
Monetary Management Group Inc1,000$209.0K0.04%00.0%Unchanged
Centennial Bank1,000$209.0K0.07%00.0%Unchanged
Parthenon LLC1,000$209.0K0.02%+1,000New
Harbour Investment Management LLC1,000$209.0K0.11%+1,000New
RW Investment Management LLC1,000$209.0K0.02%+1,000New
AF Advisors, Inc.1,000$209.0K0.10%+1,000New
Pathway Wealth Management LLC1,000$209.0K0.15%+1,000New
Benchmark Financial Wealth Advisors, LLC1,002$209.5K0.05%+1,002New
Nestegg Advisors, Inc.1,002$209.6K0.15%+1,002New
Galvin, Gaustad & Stein, LLC1,003$209.7K0.02%+1,003New
Rodgers Brothers Inc.1,006$210.3K0.02%+1,006New
Sound Financial Strategies Group, LLC1,006$210.3K0.13%+1,006New
Carson Advisory Inc.1,008$210.8K0.10%+1,008New
Accuvest Global Advisors1,010$211.0K0.18%+1,010New
Brio Consultants, LLC1,010$211.1K0.02%−155−13.3%Reduced
Paladin Advisory Group, LLC1,011$211.3K0.14%00.0%Unchanged
Broderick Brian C1,011$211.3K0.03%+1,011New
Greenline Wealth Management LLC1,012$211.4K0.17%+1,012New
VeraBank, N.A.1,012$211.5K0.04%+1,012New
Berman McAleer LLC1,012$211.5K0.02%+1,012New
Elevatus Welath Management1,014$211.9K0.05%+1,014New
Arta Finance Wealth Management LLC1,014$212.0K0.09%+1,014New
Nvest Financial, LLC1,015$212.1K0.07%+1,015New
Liberty Capital Management, Inc.1,015$212.2K0.04%+1,015New
BCJ Capital Management, LLC1,015$212.2K0.01%+1,015New
Maripau Wealth Management LLC1,016$212.5K0.08%+1,016New
Meridian Wealth Partners, LLC1,018$212.8K0.03%+1,018New
Jackson Square Capital, LLC1,019$213.0K0.03%+1,019New
Vantage Point Financial LLC1,020$213.3K0.07%+1,020New
PKS Advisory Services, LLC1,021$213.4K0.03%+1,021New
Clarity Financial LLC1,021$213.5K0.02%+1,021New
Pring Turner Capital Group Inc1,000$213.8K0.12%+1,000New
Colton Groome Financial Advisors, LLC1,025$214.2K0.05%+1,025New
Future Financial Wealth Managment LLC1,000$215.2K0.13%+1,000New
Ellenbecker Investment Group1,031$215.7K0.03%+1,031New
Cardiff Park Advisors, LLC1,032$215.7K0.02%+1,032New
Orca Wealth Management, LLC1,033$215.8K0.13%+1,033New
Signature Equity Partners, LLC1,033$215.9K0.10%−12−1.1%Reduced
Archford Capital Strategies, LLC1,033$215.9K0.02%+1,033New
Gilliland Jeter Wealth Management LLC1,033$216.0K0.06%+1,033New
Founders Grove Wealth Partners, LLC1,034$216.1K0.04%+1,034New
Mairs & Power Inc1,036$216.6K0.00%+1,036New
Hilltop National Bank1,037$216.8K0.05%−76−6.8%Reduced
Garrison Point Advisors, LLC1,038$217.0K0.09%+1,038New
Cypress Asset Management Inc1,040$217.4K0.04%+1,040New
Vance Wealth, Inc.1,040$217.4K0.05%+1,040New
Okabena Investment Services Inc1,044$218.2K0.04%+1,044New
Investors Asset Management of Georgia Inc1,047$218.9K0.08%+1,047New
Concentrum Wealth Management1,047$218.9K0.05%+1,047New
Maia Wealth LLC1,047$218.9K0.03%+1,047New
Jacobs & Co1,052$219.0K0.02%+1,052New
PFC Capital Group, Inc.1,050$219.0K0.08%+1,050New
Virtus ETF Advisers LLC1,049$219.3K0.08%+16+1.5%Added
PW Nova Financial Services LLC1,050$219.5K0.05%+1,050New
Alpine Bank Wealth Management1,050$219.5K0.03%+1,050New
Sar Wealth Management Group, LLC1,051$219.8K0.11%+1,051New
Smith Shellnut Wilson LLC1,052$219.9K0.08%+1,052New
Invenio Wealth Partners LLC1,053$220.1K0.08%+1,053New
Connecticut Capital Management Group, LLC1,053$220.1K0.18%+1,053New
Charter Research & Investment Group, Inc.1,054$220.3K0.13%+1,054New
Bogart Wealth, LLC1,055$220.5K0.01%+104+10.9%Added
Tilia Fiduciary Partners, Inc.1,057$221.0K0.10%+1,057New
General Partner, Inc.1,057$221.0K0.12%00.0%Unchanged
GSB Wealth Management, LLC1,057$221.0K0.04%+1,057New
Vilga Financial Planning LLC1,058$221.2K0.17%+1,058New
Everest Management Corp.1,059$221.4K0.08%+1,059New
Phillips Financial Management, LLC1,062$222.0K0.02%+1,062New
Keystone Wealth Services, LLC1,063$222.1K0.04%+1,063New
Massar Capital Management, LP1,066$222.8K0.08%+1,066New