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 |
|---|---|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 1,455 | $304.2K | 0.05% | −266−15.5% | Reduced |
| Argus Investors' Counsel, Inc. | 1,460 | $305.2K | 0.24% | −690−32.1% | Reduced |
| Long Road Investment Counsel, LLC | 1,461 | $305.4K | 0.11% | 00.0% | Unchanged |
| Quarry LP | 1,464 | $306.0K | 0.05% | +1,284+713.3% | Added |
| Sargent Investment Group, LLC | 1,469 | $307.1K | 0.04% | +60+4.3% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,471 | $307.6K | 0.24% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,472 | $307.7K | 0.05% | +197+15.5% | Added |
| Bravera Wealth | 1,475 | $308.3K | 0.12% | −78−5.0% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,478 | $309.0K | 0.05% | +1,478 | New |
| Trust Co of Oklahoma | 1,480 | $309.4K | 0.08% | +54+3.8% | Added |
| ZWJ Investment Counsel Inc | 1,483 | $310.0K | 0.01% | +1,483 | New |
| Allied Private Wealth LLC | 1,423 | $310.5K | 0.20% | +1,423 | New |
| Peak Retirement Planning, Inc. | 1,486 | $310.6K | 0.05% | +188+14.5% | Added |
| Tortuga Wealth Management, Inc | 1,486 | $310.8K | 0.24% | +78+5.5% | Added |
| ARS Wealth Advisors Group, LLC | 1,487 | $310.8K | 0.02% | +1,487 | New |
| Kanawha Capital Management LLC | 1,487 | $310.9K | 0.02% | +29+2.0% | Added |
| XML Financial, LLC | 1,490 | $311.5K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,496 | $312.7K | 0.01% | +81+5.7% | Added |
| Oxbow Advisors, LLC | 1,496 | $312.7K | 0.03% | +1,496 | New |
| Constitution Capital LLC | 1,500 | $313.6K | 0.16% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,500 | $313.6K | 0.15% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $314.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,506 | $314.8K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,508 | $315.2K | 0.02% | 00.0% | Unchanged |
| STAR Financial Bank | 1,510 | $315.6K | 0.13% | +29+2.0% | Added |
| Colonial River Wealth Management, LLC | 1,514 | $316.4K | 0.09% | +3+0.2% | Added |
| Baldwin Brothers Inc | 1,517 | $317.1K | 0.02% | −15−1.0% | Reduced |
| Channel Wealth LLC | 1,522 | $318.2K | 0.07% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,528 | $319.4K | 0.18% | +17+1.1% | Added |
| Carrera Capital Advisors | 1,529 | $319.5K | 0.05% | −78−4.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,529 | $319.6K | 0.01% | −69−4.3% | Reduced |
| MPS Loria Financial Planners, LLC | 1,529 | $319.7K | 0.07% | +5+0.3% | Added |
| Dividend Assets Capital, LLC | 1,531 | $320.0K | 0.06% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 1,532 | $320.2K | 0.08% | +48+3.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,532 | $320.3K | 0.07% | +222+16.9% | Added |
| LJI Wealth Management, LLC | 1,537 | $321.3K | 0.05% | −334−17.9% | Reduced |
| Silver Grove Financial Group, Inc. | 1,541 | $322.0K | 0.17% | +13+0.9% | Added |
| ShoreHaven Wealth Partners, LLC | 1,541 | $322.1K | 0.10% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,543 | $322.5K | 0.10% | 00.0% | Unchanged |
| Collaborative Capital Advisors LLC | 1,543 | $322.6K | 0.20% | +1,543 | New |
| EntryPoint Capital, LLC | 1,544 | $322.8K | 0.08% | −74−4.6% | Reduced |
| One Wealth Capital Management, LLC | 1,544 | $322.8K | 0.09% | +1,544 | New |
| Washington Trust Bank | 1,546 | $323.2K | 0.02% | −65−4.0% | Reduced |
| Landaas & Co | 1,546 | $323.2K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 1,546 | $323.2K | 0.03% | +1,546 | New |
| J2 Capital Management Inc | 1,548 | $323.6K | 0.22% | −370−19.3% | Reduced |
| PFG Advisors | 1,553 | $324.6K | 0.02% | −1,167−42.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,555 | $325.0K | 0.15% | +1,555 | New |
| Silverlake Wealth Management LLC | 1,556 | $325.3K | 0.06% | −270−14.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,556 | $325.3K | 0.08% | −70−4.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,558 | $325.7K | 0.04% | +34+2.2% | Added |
| Bull Harbor Capital LLC | 1,560 | $326.0K | 0.06% | +1,560 | New |
| Roof Eidam & Maycock | 1,560 | $326.1K | 0.06% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 1,561 | $326.3K | 0.25% | +242+18.3% | Added |
| Chicago Trust Co NA | 1,562 | $326.5K | 0.05% | +300+23.8% | Added |
| Boyd Watterson Asset Management LLC | 1,566 | $327.3K | 0.09% | −67−4.1% | Reduced |
| Smith, Moore & Co. | 1,570 | $328.2K | 0.02% | +1+0.1% | Added |
| Ambassador Advisors, LLC | 1,570 | $328.2K | 0.04% | +1,570 | New |
| Pekin Hardy Strauss, Inc. | 1,571 | $328.4K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,571 | $328.4K | 0.06% | +3+0.2% | Added |
| 49 Wealth Management, LLC | 1,576 | $329.4K | 0.06% | −1,514−49.0% | Reduced |
| Alongside, LLC | 1,576 | $329.4K | 0.06% | +1,576 | New |
| Powers Advisory Group, LLC | 1,580 | $330.4K | 0.10% | +133+9.2% | Added |
| Syverson Strege & Co | 1,582 | $330.7K | 0.07% | +164+11.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,587 | $331.8K | 0.07% | −49−3.0% | Reduced |
| Bingham Private Wealth, LLC | 1,587 | $332.0K | 0.23% | −238−13.0% | Reduced |
| Clear Street Markets LLC | 1,590 | $332.4K | 0.06% | +1,392+703.0% | Added |
| August Group Capital Ltd | 1,593 | $333.0K | 0.37% | −143−8.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,598 | $334.0K | 0.04% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $334.5K | 0.06% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $334.5K | 0.12% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,600 | $334.5K | 0.03% | +159+11.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $335.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 1,606 | $335.7K | 0.15% | +241+17.7% | Added |
| Tannin Capital LLC | 1,606 | $335.8K | 0.22% | +88+5.8% | Added |
| Axiom Investment Management LLC | 1,608 | $336.1K | 0.22% | +208+14.9% | Added |
| Richard P Slaughter Associates Inc | 1,609 | $336.3K | 0.07% | 00.0% | Unchanged |
| Swiss Re Ltd | 1,609 | $336.3K | 0.03% | +1,379+599.6% | Added |
| Novare Capital Management LLC | 1,612 | $336.9K | 0.02% | +87+5.7% | Added |
| Auour Investments LLC | 1,614 | $337.4K | 0.10% | −44−2.7% | Reduced |
| Godsey & Gibb Associates | 1,626 | $339.9K | 0.03% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,635 | $341.0K | 0.07% | +35+2.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,637 | $342.2K | 0.04% | +133+8.8% | Added |
| Armstrong Advisory Group, Inc | 1,638 | $342.5K | 0.02% | 00.0% | Unchanged |
| Diversified Management Inc | 1,641 | $343.0K | 0.07% | +194+13.4% | Added |
| Athena Investment Management | 1,647 | $344.3K | 0.20% | −156−8.7% | Reduced |
| Highview Capital Management LLC | 1,649 | $344.7K | 0.10% | +1,649 | New |
| Green Harvest Asset Management LLC | 1,677 | $350.5K | 0.00% | +138+9.0% | Added |
| Drucker Wealth 3.0, LLC | 1,681 | $351.4K | 0.06% | +291+20.9% | Added |
| Riversedge Advisors, LLC | 1,682 | $351.6K | 0.05% | +1,682 | New |
| Tred Avon Family Wealth, LLC | 1,683 | $351.8K | 0.11% | −56−3.2% | Reduced |
| Creative Financial Designs Inc | 1,687 | $352.7K | 0.02% | +743+78.7% | Added |
| Almanack Investment Partners, LLC. | 1,696 | $354.6K | 0.05% | +1,696 | New |
| Brave Asset Management Inc | 1,700 | $355.4K | 0.08% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 1,700 | $355.4K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $355.4K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,701 | $355.5K | 0.03% | +39+2.3% | Added |
| Aries Wealth Management | 1,707 | $356.8K | 0.07% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,715 | $358.5K | 0.12% | +13+0.8% | Added |
| New World Advisors LLC | 1,716 | $358.7K | 0.06% | +210+13.9% | Added |