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
- +25.7M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,107 more added
- Sold out
- 91
- 946 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 | $218.0B |
| 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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 15,590 | $3.26M | 0.02% | +83+0.5% | Added |
| OmniStar Financial Group, Inc. | 15,523 | $3.25M | 1.50% | +1,143+7.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 15,505 | $3.24M | 0.17% | +892+6.1% | Added |
| White Pine Capital LLC | 15,485 | $3.24M | 0.76% | −62−0.4% | Reduced |
| Wedmont Private Capital | 14,551 | $3.23M | 0.09% | +125+0.9% | Added |
| P.A.W. Capital Corp | 15,295 | $3.20M | 2.45% | −580−3.7% | Reduced |
| Polymer Capital Management (US) LLC | 15,224 | $3.18M | 0.47% | +13,338+707.2% | Added |
| Nicolet Bankshares Inc | 14,737 | $3.17M | 0.10% | −878−5.6% | Reduced |
| Advisors Capital Management, LLC | 15,137 | $3.16M | 0.03% | +339+2.3% | Added |
| AMG National Trust Bank | 15,112 | $3.16M | 0.06% | −3,474−18.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,084 | $3.15M | 0.15% | −202−1.3% | Reduced |
| Decatur Capital Management, Inc. | 15,004 | $3.14M | 1.06% | +10.0% | Added |
| Advent Capital Management | 15,000 | $3.14M | 0.07% | −3,000−16.7% | Reduced |
| CFM Wealth Partners LLC | 14,963 | $3.13M | 0.40% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 14,879 | $3.11M | 0.04% | +6,604+79.8% | Added |
| Capital Investment Advisory Services, LLC | 14,865 | $3.11M | 0.19% | +188+1.3% | Added |
| 1st Source Bank | 14,859 | $3.11M | 0.14% | +42+0.3% | Added |
| Stevens Capital Management LP | 14,839 | $3.10M | 0.74% | +6,865+86.1% | Added |
| Capital Group Private Client Services, Inc. | 14,787 | $3.09M | 0.04% | −13,281−47.3% | Reduced |
| Insigneo Advisory Services, LLC | 14,784 | $3.09M | 0.12% | −135−0.9% | Reduced |
| Freedom Day Solutions, LLC | 14,783 | $3.09M | 0.68% | −284−1.9% | Reduced |
| Mather Group, LLC. | 14,757 | $3.08M | 0.03% | +1,570+11.9% | Added |
| Rothschild Investment LLC | 14,730 | $3.08M | 0.12% | +6,797+85.7% | Added |
| Norden Group LLC | 14,722 | $3.08M | 0.25% | +850+6.1% | Added |
| 71 West Capital Partners | 14,698 | $3.07M | 0.11% | +3,917+36.3% | Added |
| Quent Capital, LLC | 14,689 | $3.07M | 0.19% | +348+2.4% | Added |
| Hall Laurie J Trustee | 14,625 | $3.06M | 0.95% | −250−1.7% | Reduced |
| Arrow Financial Corp | 14,622 | $3.06M | 0.27% | −566−3.7% | Reduced |
| Interchange Capital Partners, LLC | 14,583 | $3.05M | 0.57% | +1,932+15.3% | Added |
| Valeo Financial Advisors, LLC | 14,476 | $3.03M | 0.06% | +655+4.7% | Added |
| BOK Financial Private Wealth, Inc. | 14,460 | $3.02M | 0.16% | −1,331−8.4% | Reduced |
| New England Research & Management, Inc. | 14,450 | $3.02M | 1.18% | +500+3.6% | Added |
| BCS Private Wealth Management, Inc. | 14,447 | $3.02M | 0.91% | −2,334−13.9% | Reduced |
| EverSource Wealth Advisors, LLC | 14,380 | $3.01M | 0.10% | −8,694−37.7% | Reduced |
| Surience Private Wealth LLC | 14,355 | $3.00M | 2.64% | +14,355 | New |
| Mystic Asset Management, Inc. | 14,344 | $3.00M | 0.64% | −330−2.2% | Reduced |
| Granite Group Advisors, LLC | 14,335 | $3.00M | 1.78% | −1,926−11.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 14,315 | $2.99M | 0.00% | +5,017+54.0% | Added |
| Ronald Blue Trust, Inc. | 14,316 | $2.99M | 0.03% | −1,080−7.0% | Reduced |
| Parsons Capital Management Inc | 14,301 | $2.99M | 0.14% | +1,971+16.0% | Added |
| Trust Investment Advisors | 14,275 | $2.98M | 1.43% | −300−2.1% | Reduced |
| NVWM, LLC | 14,179 | $2.96M | 0.60% | −471−3.2% | Reduced |
| Qtron Investments LLC | 14,162 | $2.96M | 0.39% | −1,945−12.1% | Reduced |
| Fortis Capital Advisors, LLC | 14,117 | $2.95M | 0.33% | −1,007−6.7% | Reduced |
| Quadcap Wealth Management, LLC | 14,072 | $2.94M | 0.29% | +591+4.4% | Added |
| Brown Financial Advisors | 14,022 | $2.93M | 1.02% | −1,108−7.3% | Reduced |
| Harfst & Associates, Inc. | 13,999 | $2.93M | 0.45% | +73+0.5% | Added |
| Aventura Private Wealth, LLC | 13,978 | $2.92M | 0.90% | +314+2.3% | Added |
| Umpqua Bank | 13,974 | $2.92M | 0.66% | +158+1.1% | Added |
| Tocqueville Asset Management L.P. | 13,952 | $2.92M | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 13,460 | $2.90M | 0.06% | +1,546+13.0% | Added |
| Garner Asset Management Corp | 13,760 | $2.88M | 0.93% | +776+6.0% | Added |
| Waterloo Capital, L.P. | 13,750 | $2.87M | 0.16% | +10,140+280.9% | Added |
| Cinctive Capital Management LP | 13,738 | $2.87M | 0.11% | −55,263−80.1% | Reduced |
| Avestar Capital, LLC | 13,658 | $2.86M | 0.17% | −804−5.6% | Reduced |
| Central Pacific Bank - Trust Division | 13,651 | $2.85M | 0.29% | +3,756+38.0% | Added |
| O'Neil Global Advisors, Inc. | 13,629 | $2.85M | 0.64% | +13,629 | New |
| Northcape Wealth Management, LLC | 13,620 | $2.85M | 0.75% | −727−5.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 13,593 | $2.84M | 0.18% | +167+1.2% | Added |
| Cullinan Associates Inc | 13,585 | $2.84M | 0.21% | −1,710−11.2% | Reduced |
| Nilsine Partners, LLC | 13,538 | $2.83M | 0.20% | +173+1.3% | Added |
| Systematic Financial Management LP | 13,500 | $2.82M | 0.06% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,414 | $2.80M | 0.36% | −414−3.0% | Reduced |
| Adviser Investments LLC | 13,368 | $2.79M | 0.03% | +781+6.2% | Added |
| Trust Asset Management LLC | 13,358 | $2.79M | 0.17% | −421−3.1% | Reduced |
| Axxion S.A. | 13,267 | $2.77M | 0.20% | +13,267 | New |
| Great Diamond Partners, LLC | 13,169 | $2.75M | 0.47% | +70+0.5% | Added |
| Gladstone Institutional Advisory LLC | 13,120 | $2.74M | 0.09% | +561+4.5% | Added |
| Kathmere Capital Management, LLC | 13,084 | $2.74M | 0.15% | +121+0.9% | Added |
| WCG Wealth Advisors LLC | 13,070 | $2.73M | 0.06% | +272+2.1% | Added |
| Gryphon Financial Partners LLC | 13,057 | $2.73M | 0.24% | +1,579+13.8% | Added |
| NBT Bank N A | 12,985 | $2.71M | 0.18% | −305−2.3% | Reduced |
| Lansing Street Advisors | 12,967 | $2.71M | 0.58% | +66+0.5% | Added |
| Woodard & Co Asset Management Group Inc | 12,896 | $2.70M | 0.39% | +12,896 | New |
| Trust Co of Vermont | 12,882 | $2.69M | 0.10% | +12,882 | New |
| Center for Wealth Management Advisory | 12,874 | $2.69M | 1.69% | +1,335+11.6% | Added |
| Atlas Legacy Advisors, LLC | 13,807 | $2.67M | 0.40% | +6,160+80.6% | Added |
| Alerus Financial NA | 12,773 | $2.67M | 0.12% | −2,690−17.4% | Reduced |
| E Fund Management Co., Ltd. | 12,755 | $2.67M | 0.06% | +465+3.8% | Added |
| VestGen Advisors, LLC | 12,734 | $2.66M | 0.08% | +651+5.4% | Added |
| Greenwich Wealth Management LLC | 12,680 | $2.65M | 0.10% | −96−0.8% | Reduced |
| Principle Wealth Partners LLC | 12,675 | $2.65M | 0.13% | +343+2.8% | Added |
| M&G Plc | 12,635 | $2.64M | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 12,612 | $2.64M | 0.74% | −219−1.7% | Reduced |
| Altman Advisors, Inc. | 12,602 | $2.63M | 0.95% | −446−3.4% | Reduced |
| Moneta Group Investment Advisors LLC | 12,594 | $2.63M | 0.02% | +1,860+17.3% | Added |
| Morse Asset Management, Inc | 12,555 | $2.62M | 0.43% | +2,219+21.5% | Added |
| Buckingham Strategic Partners | 12,523 | $2.62M | 0.02% | +3,305+35.9% | Added |
| Radnor Capital Management, LLC | 12,519 | $2.62M | 0.37% | −140−1.1% | Reduced |
| NorthRock Partners, LLC | 12,479 | $2.61M | 0.04% | +510+4.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,404 | $2.59M | 0.32% | +2,208+21.7% | Added |
| Mesirow Financial Investment Management, Inc. | 12,376 | $2.59M | 0.04% | −10,438−45.8% | Reduced |
| TriaGen Wealth Management LLC | 12,289 | $2.57M | 0.64% | +7,021+133.3% | Added |
| Daymark Wealth Partners, LLC | 12,270 | $2.56M | 0.06% | +3,323+37.1% | Added |
| Sentinus, LLC | 12,264 | $2.56M | 0.20% | +4,809+64.5% | Added |
| Convergence Investment Partners, LLC | 12,237 | $2.56M | 0.24% | −505−4.0% | Reduced |
| Park Edge Advisors, LLC | 12,222 | $2.55M | 0.54% | +59+0.5% | Added |
| Chatham Capital Group, Inc. | 12,212 | $2.55M | 0.33% | −29−0.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,500 | $2.55M | 0.80% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 12,153 | $2.54M | 1.36% | −1,844−13.2% | Reduced |