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; 2,746 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
- 2,746
- +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
- 947 more reduced
34 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 | 2,746 | $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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 12,125 | $2.53M | 0.29% | +687+6.0% | Added |
| Verdence Capital Advisors LLC | 12,036 | $2.52M | 0.13% | −58−0.5% | Reduced |
| Moody National Bank Trust Division | 12,034 | $2.52M | 0.21% | −860−6.7% | Reduced |
| BankPlus Trust Department | 11,990 | $2.51M | 0.59% | +777+6.9% | Added |
| Berkshire Asset Management LLC | 11,949 | $2.50M | 0.10% | +58+0.5% | Added |
| PMC FIG Opportunities LLC | 11,946 | $2.50M | 4.01% | +11,946 | New |
| TLWM | 11,940 | $2.50M | 0.41% | −142−1.2% | Reduced |
| Parcion Private Wealth LLC | 11,897 | $2.49M | 0.14% | +1,221+11.4% | Added |
| Infrastructure Capital Advisors, LLC | 11,871 | $2.48M | 0.19% | +2,914+32.5% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 11,860 | $2.48M | 0.05% | −34,983−74.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 11,850 | $2.48M | 0.14% | +8,094+215.5% | Added |
| Ashford Capital Management Inc | 11,820 | $2.47M | 0.26% | +7,250+158.6% | Added |
| Strategic Wealth Partners, Ltd. | 11,803 | $2.47M | 0.15% | +6,113+107.4% | Added |
| Allen Investment Management LLC | 11,697 | $2.45M | 0.03% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 11,655 | $2.44M | 1.56% | −2,976−20.3% | Reduced |
| Independent Financial Group, LLC | 11,635 | $2.43M | 0.05% | −2,048−15.0% | Reduced |
| Advisors Preferred, LLC | 11,300 | $2.42M | 0.37% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 11,528 | $2.41M | 0.55% | +344+3.1% | Added |
| Everhart Financial Group, Inc. | 11,479 | $2.40M | 0.15% | −834−6.8% | Reduced |
| Symphony Financial, Ltd. Co. | 11,325 | $2.39M | 0.26% | +667+6.3% | Added |
| Armis Advisers, LLC | 10,741 | $2.39M | 0.22% | −125−1.2% | Reduced |
| Ar Asset Management Inc | 11,400 | $2.38M | 0.44% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 11,300 | $2.36M | 0.75% | +412+3.8% | Added |
| Nations Financial Group Inc, | 11,299 | $2.36M | 0.11% | +302+2.7% | Added |
| Fisher Funds Management LTD | 11,285 | $2.36M | 0.07% | +3,151+38.7% | Added |
| True North Advisors, LLC | 11,201 | $2.34M | 0.22% | −10,002−47.2% | Reduced |
| Trustmark National Bank Trust Department | 11,184 | $2.34M | 0.14% | −208−1.8% | Reduced |
| North Dallas Bank & Trust Co | 11,169 | $2.33M | 1.38% | −173−1.5% | Reduced |
| Triad Wealth Partners, LLC | 11,050 | $2.33M | 0.14% | +2,403+27.8% | Added |
| Moment Partners, LLC | 11,160 | $2.33M | 0.42% | 00.0% | Unchanged |
| Courier Capital LLC | 11,102 | $2.32M | 0.12% | −217−1.9% | Reduced |
| FCG Investment Co | 11,077 | $2.32M | 0.80% | +4,128+59.4% | Added |
| Hilltop Holdings Inc. | 11,070 | $2.31M | 0.19% | +2,039+22.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,021 | $2.31M | 0.06% | +11,021 | New |
| Wealthcare Advisory Partners LLC | 11,043 | $2.31M | 0.04% | −7,094−39.1% | Reduced |
| BlueCrest Capital Management Ltd | 11,023 | $2.30M | 0.10% | +11,023 | New |
| Delta Asset Management LLC | 10,951 | $2.29M | 0.20% | −36−0.3% | Reduced |
| Independence Bank of Kentucky | 10,923 | $2.28M | 0.26% | −197−1.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,869 | $2.27M | 0.15% | +5,631+107.5% | Added |
| Cambria Investment Management, L.P. | 10,835 | $2.26M | 0.11% | +5,693+110.7% | Added |
| Excalibur Management Corp | 10,799 | $2.26M | 0.74% | −1,107−9.3% | Reduced |
| Cigna Investments Inc | 10,716 | $2.24M | 0.29% | −196−1.8% | Reduced |
| MW Advisory, LLC | 10,637 | $2.22M | 0.89% | +10,637 | New |
| Wilkins Investment Counsel Inc | 10,599 | $2.22M | 0.30% | −550−4.9% | Reduced |
| CWA Asset Management Group, LLC | 10,565 | $2.21M | 0.07% | +2,456+30.3% | Added |
| Zullo Investment Group, Inc. | 10,526 | $2.20M | 0.75% | −184−1.7% | Reduced |
| Profund Advisors LLC | 10,514 | $2.20M | 0.06% | −325−3.0% | Reduced |
| LMR Partners LLP | 10,514 | $2.20M | 0.02% | +4,199+66.5% | Added |
| Jamison Private Wealth Management, Inc. | 10,505 | $2.20M | 0.23% | +348+3.4% | Added |
| Portside Wealth Group, LLC | 10,479 | $2.19M | 0.26% | +26+0.2% | Added |
| Larson Financial Group LLC | 10,454 | $2.19M | 0.06% | −3,369−24.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,433 | $2.18M | 0.06% | +2,532+32.0% | Added |
| Cape Ann Savings Bank | 10,423 | $2.18M | 1.03% | −587−5.3% | Reduced |
| Community Bank, N.A. | 10,419 | $2.18M | 0.24% | −475−4.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,405 | $2.18M | 0.09% | −2,143−17.1% | Reduced |
| PDT Partners, LLC | 10,400 | $2.17M | 0.11% | −1,400−11.9% | Reduced |
| Wedbush Securities Inc | 10,343 | $2.16M | 0.06% | −616−5.6% | Reduced |
| Vann Equity Management LLC | 10,338 | $2.16M | 1.31% | −174−1.7% | Reduced |
| Peak Financial Advisors LLC | 10,315 | $2.16M | 0.89% | +10,315 | New |
| Alps Advisors Inc | 10,272 | $2.15M | 0.01% | +10,272 | New |
| Magnus Financial Group LLC | 10,249 | $2.14M | 0.15% | +409+4.2% | Added |
| Gallagher Capital Advisors, LLC | 10,115 | $2.11M | 1.23% | +52+0.5% | Added |
| Evelyn Partners Group Ltd | 10,063 | $2.10M | 0.04% | +10,063 | New |
| Washington Trust Co | 10,047 | $2.10M | 0.07% | −752−7.0% | Reduced |
| Westpac Banking Corp | 10,021 | $2.09M | 0.13% | −1,242−11.0% | Reduced |
| W Advisors, LLC | 9,934 | $2.08M | 0.94% | −151−1.5% | Reduced |
| Clough Capital Partners L P | 9,928 | $2.08M | 0.17% | 00.0% | Unchanged |
| Lee Financial Co | 9,907 | $2.07M | 0.26% | −34−0.3% | Reduced |
| Cache Advisors, LLC | 9,897 | $2.07M | 0.18% | +6,535+194.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 9,750 | $2.04M | 0.24% | +223+2.3% | Added |
| Berkeley Capital Partners, LLC | 9,723 | $2.03M | 0.42% | +77+0.8% | Added |
| Matrix Trust Co | 9,721 | $2.03M | 0.29% | −4,789−33.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 9,717 | $2.03M | 0.71% | −699−6.7% | Reduced |
| Inscription Capital, LLC | 9,691 | $2.03M | 0.18% | +2,376+32.5% | Added |
| Chemung Canal Trust Co | 9,691 | $2.03M | 0.37% | −724−7.0% | Reduced |
| BTG Pactual Asset Management US LLC | 9,647 | $2.02M | 0.15% | +7,655+384.3% | Added |
| DRW Securities, LLC | 9,642 | $2.01M | 0.12% | +3,881+67.4% | Added |
| Bamco Inc | 9,620 | $2.01M | 0.00% | +520+5.7% | Added |
| Northwest & Ethical Investments L.P. | 9,580 | $2.01M | 0.05% | +2,899+43.4% | Added |
| Paradigm Asset Management Co LLC | 9,600 | $2.01M | 0.43% | −9,900−50.8% | Reduced |
| TownSquare Capital, LLC | 9,569 | $2.00M | 0.37% | +24+0.3% | Added |
| Wiregrass Investment Management LLC | 9,526 | $1.99M | 1.36% | +218+2.3% | Added |
| IHT Wealth Management, LLC | 9,521 | $1.99M | 0.04% | +410+4.5% | Added |
| Kingsview Wealth Management, LLC | 9,400 | $1.97M | 0.02% | +943+11.2% | Added |
| Engineers Gate Manager LP | 9,379 | $1.96M | 0.03% | −1,019−9.8% | Reduced |
| First Citizens Financial Corp | 9,378 | $1.96M | 0.82% | −878−8.6% | Reduced |
| Capital Markets Trading UK LLP | 9,361 | $1.96M | 1.40% | +3,837+69.5% | Added |
| International Assets Investment Management, LLC | 238,740 | $1.96M | 0.12% | −21,183−8.1% | Reduced |
| Fort Point Capital Partners LLC | 9,299 | $1.94M | 0.21% | −79−0.8% | Reduced |
| Avalon Trust Co | 9,296 | $1.94M | 0.12% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 9,260 | $1.94M | 0.16% | +30.0% | Added |
| Advisory Alpha, LLC | 9,219 | $1.93M | 0.05% | +921+11.1% | Added |
| Advyzon Investment Management, LLC | 9,219 | $1.93M | 0.14% | +402+4.6% | Added |
| Galaxy Digital Capital Management GP LLC | 9,216 | $1.93M | 1.16% | −663−6.7% | Reduced |
| Private Trust Co NA | 9,199 | $1.92M | 0.15% | +1,651+21.9% | Added |
| Bryn Mawr Trust Co | 9,198 | $1.92M | 0.04% | +218+2.4% | Added |
| Modera Wealth Management, LLC | 9,181 | $1.92M | 0.02% | −54−0.6% | Reduced |
| Northstar Advisory Group, LLC | 9,171 | $1.92M | 0.60% | +302+3.4% | Added |
| Hancock Whitney Corp | 9,170 | $1.92M | 0.03% | −116−1.2% | Reduced |
| Integrity Alliance, LLC. | 9,152 | $1.91M | 0.06% | +651+7.7% | Added |