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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 1,969 | $411.5K | 0.03% | +329+20.1% | Added |
| Tempo Wealth, LLC | 1,973 | $412.4K | 0.06% | +96+5.1% | Added |
| Commonwealth Financial Services, LLC | 1,975 | $412.9K | 0.06% | +20+1.0% | Added |
| Sunpointe, LLC | 1,979 | $413.7K | 0.12% | −35−1.7% | Reduced |
| WP Advisors, LLC | 1,981 | $414.1K | 0.10% | +10+0.5% | Added |
| Stonebrook Private Inc. | 1,982 | $414.3K | 0.08% | +104+5.5% | Added |
| Southland Equity Partners LLC | 1,988 | $415.5K | 0.07% | +39+2.0% | Added |
| Prepared Retirement Institute LLC | 1,997 | $417.5K | 0.18% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,997 | $417.5K | 1.19% | +1,997 | New |
| Odyssey Capital Advisors, Inc. | 1,999 | $417.9K | 0.30% | −42−2.1% | Reduced |
| LeConte Wealth Management, LLC | 1,999 | $417.9K | 0.23% | −55−2.7% | Reduced |
| Koss-Olinger Consulting, LLC | 1,999 | $417.9K | 0.03% | +10+0.5% | Added |
| Western Financial Corp | 2,000 | $418.1K | 0.12% | +2,000 | New |
| Parkside Investments, LLC | 2,000 | $418.1K | 0.05% | −1,500−42.9% | Reduced |
| Ehrenkranz Partners L.P. | 2,000 | $418.1K | 0.24% | 00.0% | Unchanged |
| RH Tailwind Management, LLC | 2,000 | $418.1K | 0.20% | +2,000 | New |
| BlackDiamond Wealth Management Inc. | 1,943 | $418.4K | 0.17% | +115+6.3% | Added |
| Lifestyle Asset Management, Inc. | 2,002 | $418.5K | 0.11% | −13−0.6% | Reduced |
| Advus Financial Partners, LLC | 2,003 | $418.8K | 0.10% | −52−2.5% | Reduced |
| Investment Partners Asset Management, Inc. | 2,004 | $418.9K | 0.23% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 2,005 | $419.1K | 0.10% | +32+1.6% | Added |
| Legacy Trust | 2,006 | $419.3K | 0.07% | +74+3.8% | Added |
| Stone House Investment Management, LLC | 2,009 | $420.0K | 0.06% | +1,929+2,411.3% | Added |
| Beaumont Financial Advisors, LLC | 2,010 | $420.2K | 0.03% | −52−2.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,014 | $421.0K | 0.08% | −45−2.2% | Reduced |
| Interactive Financial Advisors | 2,014 | $421.0K | 0.26% | +9+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,020 | $422.3K | 0.02% | −1,168−36.6% | Reduced |
| Prelude Capital Management, LLC | 2,028 | $423.9K | 0.03% | +2,028 | New |
| FSM Wealth Advisors, LLC | 2,041 | $426.7K | 0.05% | +202+11.0% | Added |
| Chicago Capital, LLC | 2,052 | $428.9K | 0.01% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,057 | $430.0K | 0.10% | −108−5.0% | Reduced |
| RB Capital Management, LLC | 2,059 | $430.4K | 0.08% | −81−3.8% | Reduced |
| Everett Harris & Co | 2,059 | $430.4K | 0.01% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,060 | $430.6K | 0.15% | +37+1.8% | Added |
| WealthShield Partners, LLC | 2,061 | $430.9K | 0.07% | −701−25.4% | Reduced |
| VisionPoint Advisory Group, LLC | 2,063 | $431.3K | 0.07% | +188+10.0% | Added |
| Laffer Tengler Investments | 2,064 | $431.5K | 0.06% | +647+45.7% | Added |
| Bangor Savings Bank | 2,066 | $431.9K | 0.03% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 958 | $433.7K | 0.13% | −1,189−55.4% | Reduced |
| Pines Wealth Management, LLC | 2,078 | $434.4K | 0.13% | −60−2.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,078 | $434.5K | 0.08% | +120+6.1% | Added |
| ACT Advisors, LLC. | 2,080 | $434.7K | 0.14% | +35+1.7% | Added |
| Capital Advisors, Ltd. LLC | 2,084 | $436.0K | 0.04% | −82−3.8% | Reduced |
| Ashton Thomas Securities, LLC | 2,104 | $436.9K | 0.06% | +457+27.7% | Added |
| LexAurum Advisors, LLC | 2,092 | $437.3K | 0.05% | +31+1.5% | Added |
| Veracity Capital LLC | 2,095 | $438.0K | 0.12% | −82−3.8% | Reduced |
| Bridges Investment Management Inc | 2,097 | $438.4K | 0.01% | +764+57.3% | Added |
| AA Financial Advisors, LLC | 2,100 | $439.0K | 0.05% | −2,126−50.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,102 | $439.4K | 0.16% | +263+14.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,103 | $439.7K | 0.11% | −104−4.7% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,105 | $440.0K | 0.24% | +258+14.0% | Added |
| Oakworth Capital, Inc. | 2,094 | $440.1K | 0.02% | −829−28.4% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,112 | $441.5K | 0.28% | +284+15.5% | Added |
| Mayfair Advisory Group, LLC | 2,062 | $442.3K | 0.13% | +35+1.7% | Added |
| Clear Creek Financial Management, LLC | 2,117 | $442.5K | 0.03% | +12+0.6% | Added |
| Mirador Capital Partners LP | 2,122 | $443.6K | 0.05% | −76−3.5% | Reduced |
| Manske Wealth Management | 2,123 | $443.8K | 0.11% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,125 | $444.2K | 0.03% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,125 | $444.2K | 0.17% | +75+3.7% | Added |
| Eagle Strategies LLC | 2,125 | $444.3K | 0.04% | −64−2.9% | Reduced |
| First Business Financial Services, Inc. | 2,126 | $444.4K | 0.03% | +50+2.4% | Added |
| Osterweis Capital Management Inc | 2,128 | $444.8K | 0.02% | −150−6.6% | Reduced |
| Fulcrum Capital LLC | 2,131 | $445.5K | 0.09% | −762−26.3% | Reduced |
| Traynor Capital Management, Inc. | 2,132 | $445.7K | 0.02% | +114+5.6% | Added |
| Wilkinson Global Asset Management LLC | 2,144 | $448.2K | 0.04% | −75−3.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,149 | $449.4K | 0.20% | +91+4.4% | Added |
| Revolve Wealth Partners, LLC | 2,151 | $449.7K | 0.05% | +150+7.5% | Added |
| Penserra Capital Management LLC | 2,156 | $450.0K | 0.00% | +2,030+1,611.1% | Added |
| Eurizon SLJ Capital Ltd | 2,153 | $450.1K | 0.17% | 00.0% | Unchanged |
| PCB Capital LLC | 2,157 | $450.8K | 0.55% | +40+1.9% | Added |
| Heritage Family Offices, LLP | 2,160 | $451.5K | 0.17% | +735+51.6% | Added |
| Pacific Excel Wealth Advisors, Inc. | 2,160 | $451.5K | 0.17% | +2,160 | New |
| Canvas Wealth Advisors, LLC | 2,165 | $452.6K | 0.06% | +12+0.6% | Added |
| LCNB Corp | 2,166 | $452.8K | 0.14% | +32+1.5% | Added |
| Summitry LLC | 2,166 | $452.8K | 0.01% | +461+27.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 2,176 | $454.9K | 0.05% | −456−17.3% | Reduced |
| Macroview Investment Management LLC | 2,180 | $455.8K | 0.28% | +6+0.3% | Added |
| Ewa, LLC | 2,180 | $455.8K | 0.08% | +192+9.7% | Added |
| TCFG Investment Advisors, LLC | 2,182 | $456.1K | 0.15% | +187+9.4% | Added |
| Precedent Wealth Partners, LLC | 2,183 | $456.3K | 0.08% | +445+25.6% | Added |
| Mosaic Financial Group, LLC | 2,184 | $457.0K | 0.29% | +5+0.2% | Added |
| Beacon Financial Advisory LLC | 2,188 | $457.4K | 0.09% | +97+4.6% | Added |
| Reston Wealth Management LLC | 2,190 | $457.7K | 0.12% | +9+0.4% | Added |
| Peak Planning Group, LLC | 2,191 | $458.0K | 0.10% | +7+0.3% | Added |
| Sunflower Bank, N.A. | 2,191 | $458.0K | 0.11% | +11+0.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,193 | $458.4K | 0.02% | −22−1.0% | Reduced |
| Tepp RIA, LLC | 2,197 | $459.2K | 0.31% | +169+8.3% | Added |
| CDM Financial Counseling Services, Inc. | 2,197 | $459.3K | 0.40% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,197 | $459.3K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,209 | $461.9K | 0.14% | +132+6.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,211 | $462.2K | 0.07% | +2+0.1% | Added |
| Bannerstone Capital Management, LLC | 2,219 | $463.9K | 0.39% | +2,219 | New |
| COFG Advisors, LLC | 2,219 | $463.9K | 0.08% | −105−4.5% | Reduced |
| Luts & Greenleigh Group, Inc | 2,223 | $464.7K | 0.35% | −13−0.6% | Reduced |
| Michael B. Yongue | 2,223 | $464.7K | 0.32% | −320−12.6% | Reduced |
| Quantum Financial Partners LLC | 2,225 | $465.0K | 0.24% | +2,225 | New |
| Westmount Partners, LLC | 2,231 | $466.4K | 0.10% | +487+27.9% | Added |
| Voya Financial Advisors, Inc. | 2,206 | $467.1K | 0.04% | −636−22.4% | Reduced |
| CWS Financial Advisors, LLC | 2,239 | $468.1K | 0.10% | +3+0.1% | Added |
| North Star Asset Management Inc | 2,243 | $468.9K | 0.02% | 00.0% | Unchanged |