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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 1,240 | $259.2K | 0.05% | −81−6.1% | Reduced |
| Blalock Williams, LLC | 1,242 | $259.6K | 0.17% | +1,242 | New |
| Reicon Wealth Advisors, LLC | 1,242 | $259.7K | 0.16% | +12+1.0% | Added |
| Leisure Capital Management | 1,246 | $260.5K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,246 | $260.5K | 0.02% | +380+43.9% | Added |
| Lantz Financial LLC | 1,248 | $260.9K | 0.05% | −10−0.8% | Reduced |
| Stephenson & Company, Inc. | 1,249 | $261.1K | 0.12% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 1,251 | $261.5K | 0.12% | +7+0.6% | Added |
| Action Point Financial Planning, LLC | 1,261 | $262.9K | 0.03% | +1,261 | New |
| Encompass Wealth Advisors, LLC | 1,259 | $263.2K | 0.08% | +1,259 | New |
| Fortis Capital Management LLC | 1,260 | $263.3K | 0.03% | +1,260 | New |
| SNS Financial Group, LLC | 1,262 | $263.9K | 0.01% | +1,262 | New |
| Wall Street Access Asset Management, LLC | 1,265 | $264.4K | 0.04% | +541+74.7% | Added |
| Asset One Wealth Management LLC | 1,157 | $264.5K | 0.03% | −3−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,266 | $264.6K | 0.01% | +87+7.4% | Added |
| Fortis Advisors, LLC | 1,267 | $264.8K | 0.12% | +7+0.6% | Added |
| Oarsman Capital, Inc. | 1,267 | $264.9K | 0.03% | +1,267 | New |
| Old Peak Finance LLC | 1,268 | $265.1K | 0.13% | +1,268 | New |
| Regatta Capital Group, LLC | 1,271 | $265.6K | 0.04% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,271 | $265.7K | 0.15% | +1,271 | New |
| Fire Capital Management LLC | 1,274 | $266.3K | 0.11% | −100−7.3% | Reduced |
| Cedarwood Wealth LLC | 1,276 | $266.7K | 0.20% | +1,276 | New |
| Leeward Financial Partners, LLC | 1,281 | $267.8K | 0.07% | −413−24.4% | Reduced |
| Fiera Capital Corp | 1,285 | $268.6K | 0.00% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,289 | $269.5K | 0.08% | +1,289 | New |
| Raleigh Capital Management Inc. | 1,291 | $270.0K | 0.09% | −5−0.4% | Reduced |
| Lafayette Investments, Inc. | 1,297 | $271.1K | 0.05% | −550−29.8% | Reduced |
| Eagle Wealth Advisors LLC | 1,299 | $271.5K | 0.21% | +69+5.6% | Added |
| CFO4Life Group, LLC | 1,300 | $271.8K | 0.04% | +62+5.0% | Added |
| Cahill Financial Advisors Inc | 1,300 | $271.8K | 0.03% | +1,300 | New |
| Genesis Private Wealth, LLC | 1,302 | $272.2K | 0.08% | +74+6.0% | Added |
| Bruce G. Allen Investments, LLC | 1,303 | $272.4K | 0.17% | −188−12.6% | Reduced |
| Piscataqua Savings Bank | 1,305 | $272.8K | 0.18% | −40−3.0% | Reduced |
| Arvest Bank Trust Division | 1,305 | $272.8K | 0.01% | +88+7.2% | Added |
| Aviso Wealth Management | 1,306 | $273.0K | 0.11% | +1,306 | New |
| Planned Solutions, Inc. | 1,310 | $273.8K | 0.08% | +53+4.2% | Added |
| Cordoba Advisory Partners LLC | 1,311 | $274.0K | 0.06% | +1,311 | New |
| Foster Victor Wealth Advisors, LLC | 1,204 | $274.1K | 0.01% | −274−18.5% | Reduced |
| Capstone Financial Advisors, Inc. | 1,313 | $274.5K | 0.01% | +32+2.5% | Added |
| Royal Fund Management, LLC | 1,316 | $275.1K | 0.02% | −200−13.2% | Reduced |
| Howard Capital Management Group, LLC | 1,316 | $275.1K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,316 | $275.1K | 0.26% | +1,316 | New |
| Pointe Capital Management LLC | 1,317 | $275.3K | 0.12% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,319 | $275.7K | 0.05% | −300−18.5% | Reduced |
| Money Concepts Capital Corp | 1,325 | $277.1K | 0.01% | +77+6.2% | Added |
| Shum Financial Group, Inc. | 1,329 | $277.8K | 0.17% | −7−0.5% | Reduced |
| GatePass Capital, LLC | 1,335 | $279.1K | 0.11% | +52+4.1% | Added |
| Seven Mile Advisory | 1,338 | $279.7K | 0.19% | −466−25.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,338 | $279.7K | 0.01% | −9−0.7% | Reduced |
| RVW Wealth, LLC | 1,343 | $280.7K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,349 | $281.0K | 0.01% | +60+4.7% | Added |
| Solidarilty Wealth, LLC | 1,349 | $282.0K | 0.05% | +1,349 | New |
| Citizens National Bank Trust Department | 1,350 | $282.2K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,355 | $283.2K | 0.05% | −9−0.7% | Reduced |
| Silvant Capital Management LLC | 1,357 | $283.7K | 0.01% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 1,359 | $284.1K | 0.05% | +1,359 | New |
| Manchester Capital Management LLC | 1,361 | $284.5K | 0.04% | −74−5.2% | Reduced |
| Dakota Community Bank & Trust NA | 1,362 | $284.7K | 0.88% | −34−2.4% | Reduced |
| Act Wealth Management, LLC | 1,363 | $284.9K | 0.08% | +13+1.0% | Added |
| Sunbeam Capital Management, LLC | 1,365 | $285.3K | 0.13% | +106+8.4% | Added |
| Elevated Capital Advisors, LLC | 1,368 | $286.0K | 0.08% | −945−40.9% | Reduced |
| Wallace Advisory Group, LLC | 1,369 | $286.2K | 0.27% | −248−15.3% | Reduced |
| CRA Financial Services, LLC | 1,371 | $286.7K | 0.03% | +111+8.8% | Added |
| Pitti Group Wealth Management, LLC | 1,372 | $286.8K | 0.21% | +2+0.1% | Added |
| Keating Financial Advisory Services, Inc. | 1,381 | $288.7K | 0.04% | +287+26.2% | Added |
| Tobam | 1,383 | $289.0K | 0.07% | +51+3.8% | Added |
| Beck Capital Management, LLC | 1,384 | $289.3K | 0.05% | +1,384 | New |
| Platform Technology Partners | 1,387 | $289.9K | 0.05% | +10+0.7% | Added |
| Wealth Architects, LLC | 1,387 | $289.9K | 0.02% | −101−6.8% | Reduced |
| Spears Abacus Advisors LLC | 1,388 | $290.1K | 0.01% | −66−4.5% | Reduced |
| Firethorn Wealth Partners, LLC | 1,388 | $290.2K | 0.09% | +13+0.9% | Added |
| Indiana Trust & Investment Management CO | 1,394 | $291.4K | 0.08% | 00.0% | Unchanged |
| AMG Asset Management Group, Inc. | 1,394 | $291.4K | 0.18% | +98+7.6% | Added |
| Embree Financial Group | 1,399 | $292.4K | 0.03% | +146+11.7% | Added |
| 626 Financial, LLC | 1,404 | $293.5K | 0.11% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,405 | $293.7K | 0.16% | +44+3.2% | Added |
| E6 Portfolios, LLC | 1,408 | $294.3K | 0.24% | +5+0.4% | Added |
| Whalerock Point Partners, LLC | 1,410 | $294.7K | 0.05% | 00.0% | Unchanged |
| Storgate, LLC | 1,414 | $295.5K | 0.06% | +1,414 | New |
| Resources Management Corp | 1,415 | $295.8K | 0.04% | 00.0% | Unchanged |
| StoryOne LLC | 1,415 | $295.8K | 0.14% | +1,415 | Added |
| Aletheian Wealth Advisors LLC | 1,416 | $296.0K | 0.13% | +1,416 | New |
| TFC Financial Management | 1,417 | $296.1K | 0.03% | −224−13.7% | Reduced |
| Pinnacle Financial Group, LLC | 1,417 | $296.2K | 0.07% | +12+0.9% | Added |
| Cogent Private Wealth, Inc. | 1,421 | $297.0K | 0.19% | +32+2.3% | Added |
| NewSquare Capital LLC | 1,421 | $297.1K | 0.02% | +1,421 | New |
| Davis Investment Partners, LLC | 1,423 | $297.4K | 0.09% | +115+8.8% | Added |
| Meridian Financial, LLC | 1,423 | $297.5K | 0.14% | 00.0% | Unchanged |
| Vicus Capital | 1,424 | $297.8K | 0.02% | +52+3.8% | Added |
| Brady Martz Wealth Solutions, LLC | 1,425 | $297.9K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,433 | $299.6K | 0.01% | −52−3.5% | Reduced |
| Fortis Group Advisors, LLC | 1,434 | $299.8K | 0.05% | −10−0.7% | Reduced |
| Fiducient Advisors LLC | 1,434 | $299.8K | 0.04% | −110−7.1% | Reduced |
| Orrstown Financial Services Inc | 1,434 | $299.8K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,435 | $299.9K | 0.07% | +5+0.3% | Added |
| TrustBank | 1,445 | $302.1K | 0.10% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,838 | $302.5K | 0.22% | −316−14.7% | Reduced |
| Longview Financial Advisors LLC | 1,451 | $303.3K | 0.15% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,452 | $303.5K | 0.08% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,453 | $303.7K | 0.10% | +1,453 | New |