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 |
|---|---|---|---|---|---|
| Cercano Management LLC | 9,147 | $1.91M | 0.25% | −34,615−79.1% | Reduced |
| Foster & Motley Inc | 9,116 | $1.91M | 0.09% | −1,159−11.3% | Reduced |
| Kesler, Norman & Wride, LLC | 9,105 | $1.90M | 0.30% | −3,350−26.9% | Reduced |
| Chung Wu Investment Group, LLC | 9,105 | $1.90M | 1.25% | +130+1.4% | Added |
| Western Wealth Management, LLC | 9,099 | $1.90M | 0.06% | −164−1.8% | Reduced |
| Spire Wealth Management | 9,096 | $1.90M | 0.06% | +640+7.6% | Added |
| Hartford Funds Management Co LLC | 9,046 | $1.89M | 0.15% | −108−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 9,035 | $1.89M | 0.66% | −202−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,031 | $1.89M | 0.05% | −166−1.8% | Reduced |
| Dakota Wealth Management | 8,972 | $1.88M | 0.04% | −314−3.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,969 | $1.87M | 0.16% | −243−2.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,950 | $1.87M | 0.67% | −107−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 8,935 | $1.87M | 0.95% | −771−7.9% | Reduced |
| First Horizon Corp | 8,891 | $1.86M | 0.07% | +341+4.0% | Added |
| Ethos Capital Management, Inc. | 8,886 | $1.86M | 1.32% | +8,886 | New |
| Concentric Capital Strategies, LP | 8,868 | $1.85M | 0.11% | −14,690−62.4% | Reduced |
| Resonant Capital Advisors, LLC | 8,847 | $1.85M | 0.09% | −155−1.7% | Reduced |
| Blue Jean Financial LLC | 8,843 | $1.85M | 1.29% | +8,843 | New |
| Legacy Bridge, LLC | 8,837 | $1.85M | 0.57% | 00.0% | Unchanged |
| West Branch Capital LLC | 8,836 | $1.85M | 0.43% | +640+7.8% | Added |
| Pennsylvania Capital Management Inc | 8,817 | $1.84M | 0.47% | 00.0% | Unchanged |
| Americana Partners, LLC | 8,802 | $1.84M | 0.04% | −19,871−69.3% | Reduced |
| Heartland Bank & Trust Co | 8,793 | $1.84M | 0.38% | −99−1.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,790 | $1.84M | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 8,753 | $1.83M | 0.07% | +6,725+331.6% | Added |
| LGT Group Foundation | 8,726 | $1.82M | 0.02% | −276−3.1% | Reduced |
| Westover Capital Advisors, LLC | 8,710 | $1.82M | 0.30% | +680+8.5% | Added |
| Howard Capital Management Inc. | 8,674 | $1.81M | 0.02% | +4,022+86.5% | Added |
| NCM Capital Management, LLC | 8,661 | $1.81M | 0.56% | +16+0.2% | Added |
| CVA Family Office, LLC | 8,641 | $1.81M | 0.16% | +67+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 8,593 | $1.80M | 0.08% | −225−2.6% | Reduced |
| New Vernon Investment Management LLC | 8,550 | $1.79M | 2.19% | 00.0% | Unchanged |
| LVW Advisors, LLC | 8,532 | $1.78M | 0.15% | +903+11.8% | Added |
| Bridgewater Advisors Inc. | 8,360 | $1.77M | 0.10% | −7−0.1% | Reduced |
| Capital International Sarl | 8,422 | $1.76M | 0.02% | +4,665+124.2% | Added |
| Jump Financial, LLC | 8,400 | $1.76M | 0.02% | −104,597−92.6% | Reduced |
| Phoenix Holdings Ltd. | 8,368 | $1.75M | 0.01% | −5,175−38.2% | Reduced |
| FourThought Financial Partners, LLC | 8,360 | $1.75M | 0.13% | −91−1.1% | Reduced |
| Silver Oak Securities, Inc | 8,348 | $1.75M | 0.11% | −338−3.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,343 | $1.74M | 0.06% | +380+4.8% | Added |
| Triangle Securities Wealth Management | 8,294 | $1.73M | 0.34% | −160−1.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,282 | $1.73M | 0.32% | −13−0.2% | Reduced |
| bLong Financial, LLC | 8,259 | $1.73M | 1.12% | −100−1.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 8,250 | $1.72M | 0.72% | +863+11.7% | Added |
| Financial Management Professionals, Inc. | 8,245 | $1.72M | 0.16% | +52+0.6% | Added |
| Herold Advisors, Inc. | 8,232 | $1.72M | 0.34% | +64+0.8% | Added |
| Anchyra Partners LLC | 8,203 | $1.71M | 0.41% | +4,094+99.6% | Added |
| E&G Advisors, LP | 8,194 | $1.71M | 0.33% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 8,193 | $1.71M | 0.17% | +227+2.8% | Added |
| Secured Retirement Advisors, LLC | 8,176 | $1.71M | 0.88% | +8,176 | New |
| TRUE Private Wealth Advisors | 8,155 | $1.70M | 0.15% | +7+0.1% | Added |
| ING Groep NV | 8,132 | $1.70M | 0.01% | −46,508−85.1% | Reduced |
| CenterBook Partners LP | 8,123 | $1.70M | 0.08% | +5,977+278.5% | Added |
| SBI Securities Co., Ltd. | 8,096 | $1.69M | 0.04% | −799−9.0% | Reduced |
| Viewpoint Capital Management LLC | 8,094 | $1.69M | 0.86% | −3,800−31.9% | Reduced |
| Abacus Wealth Partners, LLC | 8,086 | $1.69M | 0.18% | −1,203−13.0% | Reduced |
| Arjuna Capital | 8,069 | $1.69M | 0.38% | +8,069 | New |
| TigerOak Management, L.L.C. | 8,053 | $1.68M | 0.47% | +100+1.3% | Added |
| Sather Financial Group Inc | 8,041 | $1.68M | 0.10% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 8,040 | $1.68M | 0.42% | −1,455−15.3% | Reduced |
| Polymer Capital Management (HK) LTD | 8,034 | $1.68M | 0.17% | +8,034 | New |
| Sage Rhino Capital LLC | 8,032 | $1.68M | 0.28% | −223−2.7% | Reduced |
| Gateway Wealth Partners, LLC | 8,023 | $1.68M | 0.10% | −2,284−22.2% | Reduced |
| Ulysses Management LLC | 8,000 | $1.67M | 0.58% | +8,000 | New |
| Beese Fulmer Investment Management, Inc. | 7,996 | $1.67M | 0.10% | −471−5.6% | Reduced |
| CFS Investment Advisory Services, LLC | 7,805 | $1.67M | 0.11% | +63+0.8% | Added |
| Old National Bancorp | 7,970 | $1.67M | 0.03% | +480+6.4% | Added |
| Busey Wealth Management | 7,966 | $1.67M | 0.04% | −448−5.3% | Reduced |
| Ayrshire Capital Management LLC | 7,926 | $1.66M | 0.78% | +7,926 | New |
| Westco Advisory Services Inc | 7,920 | $1.66M | 1.00% | +595+8.1% | Added |
| HighPoint Advisor Group LLC | 7,918 | $1.66M | 0.06% | +1,843+30.3% | Added |
| Tandem Capital Management Corp | 7,916 | $1.65M | 0.70% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,894 | $1.65M | 0.01% | +1,018+14.8% | Added |
| CX Institutional | 7,892 | $1.65M | 0.05% | −23−0.3% | Reduced |
| KPP Advisory Services LLC | 7,872 | $1.65M | 0.21% | −115−1.4% | Reduced |
| Corsair Capital Management, L.P. | 7,815 | $1.63M | 0.21% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,802 | $1.63M | 0.06% | −39−0.5% | Reduced |
| Numerai GP LLC | 7,795 | $1.63M | 0.13% | −1,231−13.6% | Reduced |
| Soltis Investment Advisors LLC | 7,790 | $1.63M | 0.09% | +306+4.1% | Added |
| RFG Advisory, LLC | 7,787 | $1.63M | 0.03% | +1,115+16.7% | Added |
| Aprio Wealth Management, LLC | 7,786 | $1.63M | 0.08% | +280+3.7% | Added |
| Dempze Nancy E | 7,783 | $1.63M | 0.78% | −800−9.3% | Reduced |
| BluePath Capital Management, LLC | 7,742 | $1.62M | 0.89% | −16−0.2% | Reduced |
| Lawood & Co | 7,726 | $1.62M | 1.09% | −200−2.5% | Reduced |
| South Plains Financial, Inc. | 7,694 | $1.61M | 0.86% | −86−1.1% | Reduced |
| Peoples Financial Services Corp. | 7,691 | $1.61M | 0.69% | +35+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,689 | $1.61M | 0.41% | −490−6.0% | Reduced |
| Angeles Wealth Management, LLC | 7,661 | $1.60M | 0.07% | −9−0.1% | Reduced |
| Rehmann Capital Advisory Group | 7,648 | $1.60M | 0.07% | +1,429+23.0% | Added |
| IFG Advisors, LLC | 7,632 | $1.60M | 0.22% | 00.0% | Unchanged |
| Bank of Stockton | 7,631 | $1.60M | 0.45% | −242−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,600 | $1.59M | 0.07% | −87−1.1% | Reduced |
| Breakwater Capital Group | 7,596 | $1.59M | 0.19% | −156−2.0% | Reduced |
| Icon Wealth Advisors, LLC | 7,584 | $1.59M | 0.10% | −53−0.7% | Reduced |
| Pacitti Group Inc. | 7,571 | $1.58M | 0.50% | +448+6.3% | Added |
| Carmel Capital Partners, LLC | 7,535 | $1.58M | 0.52% | −7−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,510 | $1.57M | 0.26% | −120−1.6% | Reduced |
| Operose Advisors LLC | 7,506 | $1.57M | 0.30% | −399−5.0% | Reduced |
| Summit Wealth Partners, LLC | 7,495 | $1.57M | 0.22% | +85+1.1% | Added |
| Hills Bank & Trust Co | 7,495 | $1.57M | 0.07% | +93+1.3% | Added |