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 |
|---|---|---|---|---|---|
| Clarendon Private LLC | 7,475 | $1.56M | 1.00% | +213+2.9% | Added |
| Forum Financial Management, LP | 7,469 | $1.56M | 0.02% | −5,494−42.4% | Reduced |
| Zhang Financial LLC | 7,462 | $1.56M | 0.05% | +420+6.0% | Added |
| Genesee Capital Advisors, LLC | 7,460 | $1.56M | 0.49% | +903+13.8% | Added |
| Saiph Capital, LLC | 7,435 | $1.55M | 0.47% | +2,821+61.1% | Added |
| WESPAC Advisors SoCal, LLC | 7,428 | $1.55M | 0.28% | +336+4.7% | Added |
| Grove Bank & Trust | 7,416 | $1.55M | 0.15% | +10.0% | Added |
| Davidson Capital Management Inc. | 7,410 | $1.55M | 0.25% | +151+2.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,392 | $1.55M | 0.13% | +23+0.3% | Added |
| Orion Capital Management LLC | 7,350 | $1.54M | 0.48% | −310−4.0% | Reduced |
| Financial Engines Advisors L.L.C. | 7,326 | $1.53M | 0.00% | −148−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 7,310 | $1.53M | 0.08% | −545−6.9% | Reduced |
| Destination Wealth Management | 7,291 | $1.52M | 0.04% | +727+11.1% | Added |
| Mindset Wealth Management, LLC | 7,283 | $1.52M | 0.29% | +614+9.2% | Added |
| Accurate Wealth Management, LLC | 6,808 | $1.51M | 0.14% | +605+9.8% | Added |
| Asset Dedication, LLC | 7,200 | $1.51M | 0.09% | −101−1.4% | Reduced |
| Harbour Investments, Inc. | 7,199 | $1.50M | 0.02% | +457+6.8% | Added |
| Bull Street Advisors, LLC | 7,170 | $1.50M | 0.68% | −15−0.2% | Reduced |
| Harrell Investment Partners, LLC | 7,163 | $1.50M | 0.32% | +240+3.5% | Added |
| Personal Cfo Solutions, LLC | 7,157 | $1.50M | 0.22% | +216+3.1% | Added |
| Baker Avenue Asset Management, LP | 7,154 | $1.50M | 0.03% | +443+6.6% | Added |
| Cidel Asset Management Inc | 7,124 | $1.49M | 0.07% | −165−2.3% | Reduced |
| Grandview Asset Management LLC | 6,959 | $1.48M | 0.37% | +542+8.4% | Added |
| Paladin Wealth, LLC | 7,079 | $1.48M | 0.86% | −208−2.9% | Reduced |
| NBH Bank | 7,077 | $1.48M | 0.62% | +7,077 | New |
| Cooper Financial Group | 7,055 | $1.47M | 0.12% | +443+6.7% | Added |
| Atticus Wealth Management, LLC | 7,031 | $1.47M | 0.35% | +997+16.5% | Added |
| Welch & Forbes LLC | 7,026 | $1.47M | 0.02% | +1,369+24.2% | Added |
| Evansbrook LLC | 7,016 | $1.47M | 0.87% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 6,998 | $1.46M | 0.04% | +3,463+98.0% | Added |
| Owen LaRue, LLC | 6,964 | $1.46M | 0.51% | +6,964 | New |
| Cim Investment Mangement Inc | 6,963 | $1.46M | 0.35% | −665−8.7% | Reduced |
| Delphi Management Inc | 6,942 | $1.45M | 1.42% | +5+0.1% | Added |
| PDS Planning, Inc | 6,927 | $1.45M | 0.08% | +295+4.4% | Added |
| Prosperity Consulting Group, LLC | 6,904 | $1.44M | 0.05% | +733+11.9% | Added |
| Visionary Wealth Advisors | 6,887 | $1.44M | 0.06% | +121+1.8% | Added |
| Investors Research Corp | 6,883 | $1.44M | 0.26% | −20−0.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,855 | $1.43M | 0.36% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 6,845 | $1.43M | 0.15% | +400+6.2% | Added |
| Trust Point Inc. | 6,819 | $1.43M | 0.12% | +144+2.2% | Added |
| Empower Advisory Group, LLC | 6,815 | $1.42M | 0.00% | +405+6.3% | Added |
| Diligent Investors, LLC | 6,806 | $1.42M | 0.32% | −7,158−51.3% | Reduced |
| Facet Wealth, Inc. | 6,794 | $1.42M | 0.02% | +1,722+34.0% | Added |
| Autumn Glory Partners, LLC | 6,761 | $1.41M | 0.40% | +5+0.1% | Added |
| Canton Hathaway, LLC | 6,725 | $1.41M | 0.27% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,710 | $1.40M | 0.30% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 6,700 | $1.40M | 0.19% | +185+2.8% | Added |
| Verity & Verity, LLC | 6,698 | $1.40M | 0.10% | −865−11.4% | Reduced |
| ARS Investment Partners, LLC | 6,679 | $1.40M | 0.06% | −176,978−96.4% | Reduced |
| Fiduciary Family Office, LLC | 6,667 | $1.39M | 0.35% | +1,435+27.4% | Added |
| HBK Sorce Advisory LLC | 6,384 | $1.39M | 0.03% | −64−1.0% | Reduced |
| Indivisible Partners | 6,642 | $1.39M | 0.08% | +2,108+46.5% | Added |
| Empire Financial Management Company, LLC | 6,628 | $1.39M | 0.55% | −30−0.5% | Reduced |
| Harbor Advisors LLC | 6,608 | $1.38M | 0.17% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,602 | $1.38M | 0.07% | −268−3.9% | Reduced |
| Zions Bancorporation, National Association | 6,581 | $1.38M | 0.08% | −491−6.9% | Reduced |
| Machina Capital S.A.S. | 6,577 | $1.37M | 0.22% | +736+12.6% | Added |
| Ausdal Financial Partners, Inc. | 6,556 | $1.37M | 0.05% | +28+0.4% | Added |
| Independent Investors Inc | 6,533 | $1.37M | 0.26% | −250−3.7% | Reduced |
| Longfellow Investment Management Co LLC | 6,532 | $1.37M | 0.28% | −1,353−17.2% | Reduced |
| First Foundation Advisors | 6,509 | $1.36M | 0.05% | +517+8.6% | Added |
| Pure Financial Advisors, Inc. | 6,502 | $1.36M | 0.02% | +1,492+29.8% | Added |
| Robotti Robert | 6,500 | $1.36M | 0.22% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 6,473 | $1.35M | 0.08% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,471 | $1.35M | 0.09% | +1,608+33.1% | Added |
| Nicholas Hoffman & Company, LLC. | 6,461 | $1.35M | 0.03% | +581+9.9% | Added |
| Legacy Financial Advisors, Inc. | 6,449 | $1.35M | 0.16% | +659+11.4% | Added |
| Jmac Enterprises LLC | 6,400 | $1.34M | 0.23% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,384 | $1.33M | 0.05% | −211−3.2% | Reduced |
| Childress Capital Advisors, LLC | 6,381 | $1.33M | 0.22% | −150−2.3% | Reduced |
| Hamilton Capital, LLC | 6,332 | $1.32M | 0.07% | −64−1.0% | Reduced |
| RiverFront Investment Group, LLC | 6,330 | $1.32M | 0.02% | −1,724−21.4% | Reduced |
| Fortress Private Ledger, LLC | 6,324 | $1.32M | 0.36% | +651+11.5% | Added |
| RMR Wealth Builders | 6,308 | $1.32M | 0.08% | −230−3.5% | Reduced |
| Simplicity Wealth,LLC | 6,263 | $1.31M | 0.04% | +817+15.0% | Added |
| Chicago Wealth Management, Inc. | 6,243 | $1.31M | 0.46% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,221 | $1.30M | 0.47% | +33+0.5% | Added |
| Charles Schwab Trust Co | 6,211 | $1.30M | 0.07% | +305+5.2% | Added |
| Churchill Financial Advisors, LLC | 6,205 | $1.30M | 0.25% | −500−7.5% | Reduced |
| Somerville Kurt F | 6,200 | $1.30M | 0.31% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,196 | $1.30M | 0.13% | +464+8.1% | Added |
| Fortitude Advisory Group L.L.C. | 6,194 | $1.29M | 0.49% | 00.0% | Unchanged |
| PCM Encore, LLC | 6,183 | $1.29M | 0.23% | −95−1.5% | Reduced |
| Vigil Wealth Management, LLC | 6,170 | $1.29M | 0.92% | 00.0% | Unchanged |
| Everest Financial Group LLC | 6,166 | $1.29M | 0.17% | −65−1.0% | Reduced |
| Versant Capital Management, Inc | 6,154 | $1.29M | 0.12% | −529−7.9% | Reduced |
| LM Advisors LLC | 6,120 | $1.28M | 0.15% | +5,113+507.7% | Added |
| Strategic Blueprint, LLC | 6,091 | $1.27M | 0.06% | +347+6.0% | Added |
| Klingman & Associates, LLC | 6,070 | $1.27M | 0.05% | −709−10.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,060 | $1.27M | 0.24% | −622−9.3% | Reduced |
| Guardian Partners Inc. | 6,059 | $1.27M | 0.11% | −150−2.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,043 | $1.26M | 0.02% | −551−8.4% | Reduced |
| SlateStone Wealth, LLC | 6,026 | $1.26M | 0.10% | −99−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 6,001 | $1.25M | 0.07% | +558+10.3% | Added |
| Goldstone Financial Group, LLC | 5,990 | $1.25M | 0.11% | −416−6.5% | Reduced |
| Berger Financial Group, Inc | 5,970 | $1.25M | 0.06% | −11−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,947 | $1.24M | 0.02% | −189−3.1% | Reduced |
| Essex Financial Services, Inc. | 5,885 | $1.23M | 0.06% | −677−10.3% | Reduced |
| Leelyn Smith, LLC | 5,845 | $1.22M | 0.15% | +5+0.1% | Added |
| YANKCOM Partnership | 5,840 | $1.22M | 0.44% | −5−0.1% | Reduced |