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 |
|---|---|---|---|---|---|
| Warburton Capital Management, LLC | 1,069 | $223.0K | 0.09% | +1,069 | New |
| Worth Financial Advisory Group, LLC | 1,068 | $223.3K | 0.09% | +1,068 | New |
| Affinity Capital Advisors, LLC | 1,006 | $223.4K | 0.03% | +1,006 | New |
| Garrett Wealth Advisory Group, LLC | 1,069 | $223.5K | 0.03% | +1,069 | New |
| Empirical Asset Management, LLC | 1,072 | $224.2K | 0.05% | +1,072 | New |
| First Financial Bankshares Inc | 1,080 | $225.8K | 0.00% | +1,080 | New |
| Smithbridge Asset Management Inc | 1,080 | $225.8K | 0.03% | +1,080 | New |
| Optivise Advisory Services LLC | 1,081 | $225.9K | 0.11% | +1,081 | New |
| Scissortail Wealth Management, LLC | 1,081 | $226.0K | 0.04% | +1,081 | New |
| Holistic Financial Partners | 1,081 | $226.0K | 0.14% | −758−41.2% | Reduced |
| Semus Wealth Partners LLC | 1,083 | $226.4K | 0.11% | +1,083 | New |
| Cottonwood Capital Advisors, LLC | 1,084 | $226.5K | 0.14% | +1,084 | New |
| Real Talk Capital, LLC | 1,084 | $226.6K | 0.17% | +1,084 | New |
| Pioneer Trust Bank N A | 1,085 | $226.8K | 0.05% | +1,085 | New |
| Aberdeen Wealth Management LLC | 1,087 | $227.2K | 0.11% | +1,087 | New |
| Granite Investment Partners, LLC | 1,090 | $227.9K | 0.01% | +1,090 | New |
| CMT Capital Markets Trading GmbH | 1,093 | $228.0K | 0.12% | −2,479−69.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,091 | $228.1K | 0.10% | +1,091 | New |
| LWM Advisory Services, LLC | 1,093 | $228.5K | 0.41% | +1,093 | New |
| McGlone Suttner Wealth Management, Inc. | 1,093 | $228.5K | 0.03% | +1,093 | New |
| RWM Asset Management, LLC | 1,087 | $228.7K | 0.03% | +837+334.8% | Added |
| Ullmann Financial Group, Inc. | 1,098 | $229.5K | 0.02% | +1,098 | New |
| Estabrook Capital Management | 1,100 | $229.9K | 0.03% | +1,000+1,000.0% | Added |
| CTC Alternative Strategies, Ltd. | 1,100 | $229.9K | 0.33% | +1,100 | New |
| Burton Enright Welch | 1,100 | $229.9K | 0.03% | +1,100 | New |
| Millstone Evans Group, LLC | 1,101 | $230.2K | 0.12% | +18+1.7% | Added |
| First Western Trust Bank | 1,101 | $230.2K | 0.01% | +1,101 | New |
| Inspire Advisors, LLC | 1,101 | $230.2K | 0.02% | +1,101 | New |
| Financial Partners Group, Inc | 1,102 | $230.5K | 0.02% | +1,102 | New |
| Colonial Trust Co | 1,106 | $231.2K | 0.03% | −117−9.6% | Reduced |
| Davidson Trust Co | 1,112 | $232.5K | 0.09% | +1,112 | New |
| Curran Financial Partners, LLC | 1,114 | $232.9K | 0.03% | +1,114 | New |
| Granite Islands Private Wealth, LLC | 1,130 | $233.0K | 0.17% | +1,130 | New |
| Norris Perne & French LLP | 1,115 | $233.1K | 0.01% | +1,115 | New |
| Trust Co of Virginia | 1,116 | $233.3K | 0.02% | +1,116 | New |
| Strid Group, LLC | 1,118 | $233.8K | 0.03% | +1,118 | New |
| Stonebridge Financial Planning Group, LLC | 1,120 | $234.1K | 0.07% | +1,120 | New |
| CCG Wealth Management, LLC | 1,124 | $235.0K | 0.05% | +1,124 | New |
| FDx Advisors, Inc. | 1,122 | $235.0K | 0.07% | −370−24.8% | Reduced |
| Hofer & Associates. Inc | 1,124 | $235.0K | 0.11% | +1,124 | New |
| GSG Advisors LLC | 1,125 | $235.2K | 0.05% | +1,125 | New |
| Hohimer Wealth Management, LLC | 1,127 | $235.6K | 0.02% | +1,127 | New |
| Centurion Wealth Management LLC | 1,128 | $235.7K | 0.06% | −517−31.4% | Reduced |
| Ingalls & Snyder LLC | 1,127 | $236.0K | 0.01% | +1,127 | New |
| Lineweaver Wealth Advisors, LLC | 1,131 | $236.4K | 0.03% | +1,131 | New |
| Virtue Capital Management, LLC | 1,131 | $236.4K | 0.03% | −234−17.1% | Reduced |
| Millington Financial Advisors, LLC | 1,100 | $237.1K | 0.09% | +1,100 | New |
| Verum Partners LLC | 1,135 | $237.3K | 0.04% | +1,135 | New |
| Stronghold Wealth Management L.L.C. | 1,140 | $238.3K | 0.32% | +1,140 | New |
| First American Bank | 1,141 | $238.5K | 0.01% | +1,141 | New |
| Cannon Financial Strategists, Inc. | 1,141 | $238.5K | 0.03% | +1,141 | New |
| Steigerwald, Gordon & Koch Inc. | 1,142 | $238.7K | 0.02% | +57+5.3% | Added |
| Liberty Wealth Management LLC | 1,453 | $239.2K | 0.03% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,147 | $239.8K | 0.18% | −150−11.6% | Reduced |
| Whelan Financial | 1,149 | $240.2K | 0.07% | +1,149 | New |
| one8zero8, LLC | 1,150 | $240.4K | 0.05% | −100−8.0% | Reduced |
| TPG Advisors LLC | 1,150 | $240.4K | 0.13% | +1,150 | New |
| Garde Capital, Inc. | 1,153 | $241.0K | 0.01% | +1,153 | New |
| GK Wealth Management LLC | 1,154 | $241.1K | 0.15% | +1,154 | New |
| Wedgewood Investors Inc | 1,155 | $241.4K | 0.25% | +1,155 | New |
| Garrett Investment Advisors LLC | 1,158 | $242.1K | 0.02% | +1,158 | New |
| Armstrong, Fleming & Moore, Inc | 1,158 | $242.1K | 0.08% | +1,158 | New |
| Smith Chas P & Associates Pa Cpas | 1,158 | $242.1K | 0.01% | +1,158 | New |
| Ducere Wealth Management LLC | 1,159 | $242.3K | 0.07% | +1,159 | New |
| Motive Wealth Advisors | 1,162 | $242.9K | 0.10% | −141−10.8% | Reduced |
| Sherman Asset Management, Inc. | 1,162 | $242.9K | 0.19% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,166 | $243.7K | 0.03% | +1,166 | New |
| HHM Wealth Advisors, LLC | 1,173 | $245.1K | 0.02% | +103+9.6% | Added |
| M3 Advisory Group, LLC | 1,173 | $245.2K | 0.13% | +1,173 | New |
| Sonoma Allocations LLC | 1,152 | $245.3K | 0.10% | −270−19.0% | Reduced |
| Knuff & Co LLC | 1,175 | $245.6K | 0.06% | +1,175 | New |
| National Philanthropic Trust | 1,175 | $245.6K | 0.00% | +1,175 | New |
| Saxon Interests, Inc. | 1,178 | $246.2K | 0.07% | −99−7.8% | Reduced |
| William Mack & Associates, Inc. | 1,178 | $246.2K | 0.09% | +1,178 | New |
| Capstone Wealth Management, LLC | 1,182 | $247.1K | 0.11% | +1,182 | New |
| Compass Wealth Management LLC | 1,184 | $247.5K | 0.05% | +1,184 | New |
| Cottage Street Advisors LLC | 1,184 | $247.5K | 0.10% | −88−6.9% | Reduced |
| Forbes J M & Co LLP | 1,186 | $247.9K | 0.02% | +1,186 | New |
| EdgeRock Capital LLC | 1,186 | $247.9K | 0.06% | +1,186 | New |
| Stiles Financial Services Inc | 1,191 | $249.1K | 0.06% | +1,191 | New |
| Friday Financial | 1,125 | $249.8K | 0.07% | +1,125 | New |
| Ssi Investment Management LLC | 1,196 | $250.0K | 0.01% | +1,196 | New |
| Spinnaker Trust | 1,196 | $250.0K | 0.01% | +1,196 | New |
| Beto Financial Group, LLC | 1,187 | $250.4K | 0.13% | +39+3.4% | Added |
| Uhlmann Price Securities, LLC | 1,198 | $250.4K | 0.01% | +1,198 | New |
| Washington Trust Advisors, Inc. | 1,198 | $250.4K | 0.02% | +7+0.6% | Added |
| Trace Wealth Advisors, LLC | 1,200 | $250.8K | 0.16% | +1,200 | New |
| nVerses Capital, LLC | 1,202 | $251.3K | 0.39% | +1,202 | New |
| J.Safra Asset Management Corp | 1,209 | $252.7K | 0.01% | −11−0.9% | Reduced |
| Avise Financial Cooperative, Inc. | 1,209 | $252.7K | 0.18% | +1,209 | New |
| Wilkins Miller Wealth Management, LLC | 1,210 | $252.9K | 0.14% | +1,210 | New |
| United Advisor Group, LLC | 1,210 | $253.0K | 0.03% | +1,210 | New |
| Allstreet Capital Advisors LLC | 1,212 | $253.4K | 0.16% | +1,212 | New |
| Robinswood Financial LLC | 1,216 | $254.3K | 0.07% | +6+0.5% | Added |
| TSFG, LLC | 1,223 | $256.0K | 0.03% | +154+14.4% | Added |
| Sunburst Financial Group, LLC | 1,226 | $256.3K | 0.04% | 00.0% | Unchanged |
| Ballast, Inc. | 1,230 | $257.1K | 0.05% | +1,230 | New |
| Worth Asset Management, LLC | 1,234 | $257.9K | 0.08% | +1,234 | New |
| Iron Financial, LLC | 1,235 | $258.3K | 0.11% | +9+0.7% | Added |
| Walker Asset Management, LLC | 1,237 | $258.6K | 0.13% | +4+0.3% | Added |