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 |
|---|---|---|---|---|---|
| Promethium Advisors,llc | 1,716 | $358.7K | 0.17% | +1,716 | New |
| Meramec Financial Planners, LLC | 1,673 | $359.0K | 0.13% | −164−8.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,719 | $359.3K | 0.03% | +246+16.7% | Added |
| Curated Wealth Partners LLC | 1,724 | $360.4K | 0.04% | +1,724 | New |
| Phillips Wealth Planners LLC | 1,624 | $360.6K | 0.27% | −69−4.1% | Reduced |
| Central Bank & Trust Co | 1,727 | $361.0K | 0.05% | −40−2.3% | Reduced |
| Clearwater Capital Advisors, LLC | 1,727 | $361.0K | 0.03% | +422+32.3% | Added |
| Falcon Wealth Planning | 1,730 | $361.7K | 0.02% | +71+4.3% | Added |
| Weatherly Asset Management L. P. | 1,732 | $362.0K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,736 | $362.9K | 0.03% | −446−20.4% | Reduced |
| BIP Wealth, LLC | 1,738 | $363.4K | 0.01% | +503+40.7% | Added |
| Rise Advisors, LLC | 1,742 | $364.2K | 0.10% | −7−0.4% | Reduced |
| Capital Performance Advisors LLP | 1,743 | $364.4K | 0.02% | −1,097−38.6% | Reduced |
| Krane Funds Advisors LLC | 1,744 | $364.6K | 0.01% | −296−14.5% | Reduced |
| Owl Creek Wealth Partners LLC | 1,748 | $365.4K | 0.11% | +25+1.5% | Added |
| Brown Wealth Management, LLC | 1,757 | $367.2K | 0.08% | +32+1.9% | Added |
| Headinvest, LLC | 1,766 | $369.2K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,768 | $369.6K | 0.04% | +342+24.0% | Added |
| Master's Wealth Management Inc. | 1,769 | $369.7K | 0.11% | +30+1.7% | Added |
| WealthTrust Axiom LLC | 1,770 | $370.0K | 0.08% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,771 | $370.1K | 0.02% | +43+2.5% | Added |
| Birch Hill Investment Advisors LLC | 1,771 | $370.2K | 0.01% | −100−5.3% | Reduced |
| Chapin Davis, Inc. | 1,779 | $371.8K | 0.07% | −3,150−63.9% | Reduced |
| Financial Solutions Advisory Group, Inc. | 1,676 | $372.3K | 0.05% | +450+36.7% | Added |
| Strategic Investment Advisors | 1,783 | $372.7K | 0.02% | +97+5.8% | Added |
| Flatrock Wealth Partners LLC | 1,784 | $373.0K | 0.15% | +1,784 | New |
| Reik & Co., LLC | 1,800 | $376.3K | 0.10% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $376.3K | 0.25% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,801 | $376.5K | 0.04% | +91+5.3% | Added |
| Entruity Wealth, LLC | 1,801 | $376.5K | 0.24% | +1+0.1% | Added |
| Norway Savings Bank | 1,807 | $377.7K | 0.16% | +20+1.1% | Added |
| Caliber Wealth Management, LLC | 1,811 | $378.6K | 0.04% | −196−9.8% | Reduced |
| Wedge Capital Management L L P | 1,813 | $379.0K | 0.01% | −317−14.9% | Reduced |
| Bank Ozk | 1,815 | $379.4K | 0.11% | +53+3.0% | Added |
| Drive Wealth Management, LLC | 1,817 | $379.8K | 0.07% | +359+24.6% | Added |
| Van Hulzen Asset Management, LLC | 1,818 | $380.1K | 0.03% | −108−5.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,819 | $380.4K | 0.01% | +182+11.1% | Added |
| GDS Wealth Management | 1,821 | $380.7K | 0.02% | +1,821 | New |
| Nolet Wealth Management, LLC | 1,824 | $381.3K | 0.21% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,824 | $381.3K | 0.15% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,827 | $381.9K | 0.03% | −2−0.1% | Reduced |
| Granite Harbor Advisors, Inc. | 1,837 | $384.0K | 0.15% | −85−4.4% | Reduced |
| Expressive Wealth LLC | 1,837 | $384.1K | 0.36% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,839 | $384.4K | 0.04% | +1,839 | New |
| Objective Capital Management, LLC | 1,840 | $384.6K | 0.34% | 00.0% | Unchanged |
| Mayport, LLC | 1,844 | $385.4K | 0.06% | +1,844 | New |
| Per Stirling Capital Management, LLC. | 1,846 | $385.9K | 0.04% | +18+1.0% | Added |
| BKM Wealth Management, LLC | 1,848 | $386.3K | 0.14% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,849 | $386.5K | 0.04% | +1,406+317.4% | Added |
| Maltin Wealth Management, Inc. | 1,852 | $387.1K | 0.13% | +103+5.9% | Added |
| Wealthquest Corp | 1,852 | $387.1K | 0.02% | +482+35.2% | Added |
| Gold Investment Management Ltd. | 1,856 | $388.0K | 0.11% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,859 | $388.6K | 0.03% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,859 | $388.6K | 0.23% | +5+0.3% | Added |
| Tower Bridge Advisors | 1,861 | $389.0K | 0.04% | +1,861 | New |
| ProVise Management Group, LLC | 1,862 | $389.3K | 0.03% | −174−8.5% | Reduced |
| Tyche Wealth Partners LLC | 1,866 | $390.0K | 0.05% | +51+2.8% | Added |
| D'Orazio & Associates, Inc. | 1,866 | $390.1K | 0.05% | +42+2.3% | Added |
| Visionary Horizons, LLC | 1,870 | $390.9K | 0.16% | +1,870 | New |
| Foguth Wealth Management, LLC. | 1,855 | $391.4K | 0.04% | +7+0.4% | Added |
| Discipline Wealth Solutions, LLC | 1,874 | $391.6K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,762 | $391.7K | 0.17% | −224−11.3% | Reduced |
| Red Reef Advisors LLC | 1,875 | $391.9K | 0.36% | −300−13.8% | Reduced |
| Osborne Partners Capital Management, LLC | 1,875 | $391.9K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,878 | $392.0K | 0.14% | 00.0% | Unchanged |
| Novem Group | 1,879 | $392.8K | 0.04% | −369−16.4% | Reduced |
| Acorn Creek Capital LLC | 1,880 | $393.1K | 0.13% | −28−1.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,884 | $393.8K | 0.25% | +150+8.7% | Added |
| Sharp Financial Services, LLC | 1,884 | $393.8K | 0.18% | +18+1.0% | Added |
| Coastwise Capital Group, LLC | 1,887 | $394.6K | 0.23% | +352+22.9% | Added |
| JB Capital LLC | 1,889 | $394.9K | 0.01% | −48−2.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,814 | $395.9K | 0.24% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,899 | $396.9K | 0.08% | +1,899 | New |
| Groesbeck Investment Management Corp | 1,900 | $397.0K | 0.63% | 00.0% | Unchanged |
| Balentine LLC | 1,909 | $399.1K | 0.01% | +274+16.8% | Added |
| Thrive Capital Management, LLC | 1,914 | $400.2K | 0.08% | −28−1.4% | Reduced |
| Frederick Financial Consultants, LLC | 1,915 | $400.3K | 0.17% | −8−0.4% | Reduced |
| NTV Asset Management LLC | 1,916 | $400.5K | 0.04% | −34−1.7% | Reduced |
| Blueshift Asset Management, LLC | 1,917 | $400.7K | 0.09% | +1,917 | New |
| FLC Capital Advisors | 1,918 | $400.9K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,918 | $401.0K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,925 | $402.5K | 0.18% | −17−0.9% | Reduced |
| Silver Coast Investments LLC | 1,926 | $402.6K | 0.12% | −188−8.9% | Reduced |
| True Link Financial Advisors, LLC | 1,927 | $402.8K | 0.02% | −30−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,926 | $403.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,928 | $403.0K | 0.03% | +23+1.2% | Added |
| Evolve Private Wealth, LLC | 1,929 | $403.2K | 0.02% | −11,512−85.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,930 | $403.4K | 0.12% | +163+9.2% | Added |
| Portfolio Strategies, Inc. | 1,933 | $404.1K | 0.04% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 1,934 | $404.3K | 0.18% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,941 | $405.7K | 0.04% | +64+3.4% | Added |
| Walkner Condon Financial Advisors LLC | 1,942 | $406.0K | 0.05% | +92+5.0% | Added |
| Mosley Wealth Management | 1,943 | $406.1K | 0.13% | −8,519−81.4% | Reduced |
| King Wealth | 1,950 | $408.0K | 0.04% | +79+4.2% | Added |
| Fusion Capital, LLC | 1,952 | $408.1K | 0.09% | +32+1.7% | Added |
| Landscape Capital Management, L.L.C. | 1,953 | $408.3K | 0.03% | +429+28.1% | Added |
| Stonebridge Financial Group, LLC | 1,953 | $408.3K | 0.27% | −8−0.4% | Reduced |
| Wealth Alliance | 1,958 | $409.4K | 0.03% | +24+1.2% | Added |
| C M Bidwell & Associates Ltd | 1,963 | $410.3K | 0.17% | +258+15.1% | Added |
| Van Strum & Towne Inc. | 1,965 | $410.8K | 0.11% | −375−16.0% | Reduced |