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 |
|---|---|---|---|---|---|
| Alliance Private Wealth, LLC | 5,834 | $1.22M | 0.42% | −390−6.3% | Reduced |
| MBL Wealth, LLC | 5,829 | $1.22M | 0.08% | +457+8.5% | Added |
| Lee Danner & Bass Inc | 5,820 | $1.22M | 0.07% | +6+0.1% | Added |
| Baron Wealth Management LLC | 5,817 | $1.22M | 0.32% | +102+1.8% | Added |
| BKD Wealth Advisors, LLC | 5,811 | $1.21M | 0.02% | +305+5.5% | Added |
| Sound View Wealth Advisors Group, LLC | 5,750 | $1.20M | 0.07% | −37−0.6% | Reduced |
| Evernest Financial Advisors, LLC | 5,700 | $1.19M | 0.25% | +5+0.1% | Added |
| Portfolio Design Labs, LLC | 5,683 | $1.19M | 0.19% | −251−4.2% | Reduced |
| Roundview Capital LLC | 5,669 | $1.19M | 0.06% | +988+21.1% | Added |
| Rogco, LP | 5,668 | $1.18M | 0.36% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 5,664 | $1.18M | 0.11% | +2,600+84.9% | Added |
| Transamerica Financial Advisors, Inc. | 5,650 | $1.18M | 0.10% | −207−3.5% | Reduced |
| Clear Wave Wealth Management LLC | 5,647 | $1.18M | 0.26% | +50+0.9% | Added |
| Quotient Wealth Partners, LLC | 5,628 | $1.18M | 0.03% | +280+5.2% | Added |
| One Capital Management, LLC | 7,139 | $1.17M | 0.03% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 5,620 | $1.17M | 0.53% | −917−14.0% | Reduced |
| Ocean Capital Management, LLC | 5,604 | $1.17M | 0.22% | +22+0.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,596 | $1.17M | 0.28% | −19−0.3% | Reduced |
| Sippican Capital Advisors | 5,593 | $1.17M | 0.71% | 00.0% | Unchanged |
| Berkshire Bank | 5,587 | $1.17M | 0.22% | −430−7.1% | Reduced |
| Curbstone Financial Management Corp | 5,576 | $1.17M | 0.20% | −100−1.8% | Reduced |
| Wealth Science Advisors LLC | 5,563 | $1.16M | 0.52% | +1,018+22.4% | Added |
| Net Worth Advisory Group | 5,539 | $1.16M | 0.29% | −147−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,534 | $1.16M | 0.02% | +228+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 5,523 | $1.15M | 0.14% | +5,002+960.1% | Added |
| Eads & Heald Wealth Management | 5,507 | $1.15M | 0.56% | −216−3.8% | Reduced |
| Wealth Effects LLC | 5,500 | $1.15M | 0.31% | +500+10.0% | Added |
| SageView Advisory Group, LLC | 5,496 | $1.15M | 0.04% | +1,033+23.1% | Added |
| United Community Bank | 5,496 | $1.15M | 0.36% | +120+2.2% | Added |
| Argentarii, LLC | 5,337 | $1.15M | 0.35% | +484+10.0% | Added |
| Heritage Wealth Advisors | 5,484 | $1.15M | 0.04% | +3+0.1% | Added |
| Northern Financial Advisors Inc | 5,473 | $1.14M | 0.76% | +20.0% | Added |
| Resurgent Financial Advisors LLC | 5,465 | $1.14M | 0.32% | +143+2.7% | Added |
| Ellevest, Inc. | 5,501 | $1.14M | 0.13% | −370−6.3% | Reduced |
| Quilter Plc | 5,450 | $1.14M | 0.02% | +180+3.4% | Added |
| GeoWealth Management, LLC | 5,442 | $1.14M | 0.04% | −179−3.2% | Reduced |
| Ameritas Advisory Services, LLC | 5,441 | $1.14M | 0.02% | +1,033+23.4% | Added |
| Fort Sheridan Advisors LLC | 5,435 | $1.14M | 0.12% | +20.0% | Added |
| Adirondack Trust Co | 5,429 | $1.13M | 0.34% | −90−1.6% | Reduced |
| Focused Alpha, LLC | 5,425 | $1.13M | 0.29% | +38+0.7% | Added |
| Prestige Wealth Management Group LLC | 5,415 | $1.13M | 0.21% | +1,848+51.8% | Added |
| AdvisorNet Financial, Inc | 5,413 | $1.13M | 0.05% | +126+2.4% | Added |
| Davis R M Inc | 5,391 | $1.13M | 0.02% | −34−0.6% | Reduced |
| MCF Advisors LLC | 5,376 | $1.12M | 0.04% | −1,518−22.0% | Reduced |
| Johnson & White Wealth Management, LLC | 5,375 | $1.12M | 0.42% | −345−6.0% | Reduced |
| Mechanics Bank Trust Department | 5,366 | $1.12M | 0.14% | −80−1.5% | Reduced |
| Hodges Capital Management Inc. | 5,351 | $1.12M | 0.07% | −21,817−80.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,351 | $1.12M | 0.08% | +606+12.8% | Added |
| SFMG, LLC | 5,335 | $1.12M | 0.07% | +362+7.3% | Added |
| S-Bank Fund Management Ltd | 5,324 | $1.11M | 0.15% | +5,324 | New |
| Canopy Partners, LLC | 5,323 | $1.11M | 0.33% | −17−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 5,311 | $1.11M | 0.02% | −186−3.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,307 | $1.11M | 0.33% | +24+0.5% | Added |
| Cornerstone Wealth Management, LLC | 5,293 | $1.11M | 0.05% | −332−5.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,270 | $1.10M | 0.10% | −10−0.2% | Reduced |
| Clifford Group, LLC | 5,257 | $1.10M | 0.76% | −335−6.0% | Reduced |
| Arbor Investment Advisors, LLC | 5,239 | $1.10M | 0.12% | +1,064+25.5% | Added |
| Coastal Bridge Advisors, LLC | 5,228 | $1.09M | 0.07% | +958+22.4% | Added |
| Krane Financial Solutions LLC | 5,217 | $1.09M | 0.67% | +27+0.5% | Added |
| Oslo Pensjonsforsikring AS | 5,195 | $1.09M | 0.12% | −336−6.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 5,192 | $1.09M | 0.09% | +1,517+41.3% | Added |
| Los Angeles Capital Management LLC | 5,182 | $1.08M | 0.00% | −23,972−82.2% | Reduced |
| Barlow Wealth Partners, Inc. | 4,964 | $1.08M | 0.12% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,169 | $1.08M | 0.23% | +5,169 | New |
| Shufro Rose & Co LLC | 5,166 | $1.08M | 0.06% | −700−11.9% | Reduced |
| Apella Capital, LLC | 4,863 | $1.08M | 0.02% | +199+4.3% | Added |
| Keel Point, LLC | 5,153 | $1.08M | 0.06% | −188−3.5% | Reduced |
| Oakmont Investment Advisors, Inc. | 5,149 | $1.08M | 0.75% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 5,125 | $1.07M | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 5,094 | $1.06M | 0.14% | +599+13.3% | Added |
| Oddo BHF Asset Management SAS | 5,094 | $1.06M | 0.05% | −872−14.6% | Reduced |
| Marble Wealth, LLC | 5,094 | $1.06M | 0.16% | +41+0.8% | Added |
| Pinnacle Bancorp, Inc. | 5,080 | $1.06M | 0.28% | −15−0.3% | Reduced |
| Bank of New Hampshire | 5,046 | $1.05M | 0.22% | −80−1.6% | Reduced |
| Fox Run Management, L.L.C. | 5,037 | $1.05M | 0.17% | +3,708+279.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 5,022 | $1.05M | 0.36% | +40+0.8% | Added |
| Palisade Capital Management LLC | 5,012 | $1.05M | 0.05% | −9−0.2% | Reduced |
| Beck Mack & Oliver LLC | 5,000 | $1.05M | 0.02% | 00.0% | Unchanged |
| De Lisle Partners LLP | 5,000 | $1.05M | 0.11% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,990 | $1.04M | 0.36% | +428+9.4% | Added |
| SGL Investment Advisors, Inc. | 4,817 | $1.04M | 0.36% | +200+4.3% | Added |
| Cambient Family Office, LLC | 4,958 | $1.04M | 0.13% | +100+2.1% | Added |
| Defiance ETFs, LLC | 4,891 | $1.04M | 0.01% | +816+20.0% | Added |
| Oxford Financial Group Ltd | 4,955 | $1.04M | 0.05% | −154−3.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.04M | 0.25% | 0 | Unchanged |
| Tradition Wealth Management, LLC | 4,948 | $1.03M | 0.06% | −336−6.4% | Reduced |
| Register Financial Advisors LLC | 4,934 | $1.03M | 0.32% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,920 | $1.03M | 0.21% | +301+6.5% | Added |
| MONECO Advisors, LLC | 4,917 | $1.03M | 0.06% | +3,295+203.1% | Added |
| Kovack Advisors, Inc. | 4,871 | $1.03M | 0.05% | −20.0% | Reduced |
| SMART Wealth LLC | 4,907 | $1.03M | 0.22% | +4,907 | New |
| Coign Capital Advisors LLC | 4,894 | $1.02M | 0.46% | +28+0.6% | Added |
| Arista Wealth Management, LLC | 4,880 | $1.02M | 0.11% | −2,997−38.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $1.02M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,850 | $1.01M | 0.02% | −28,870−85.6% | Reduced |
| Severin Investments, LLC | 4,845 | $1.01M | 0.76% | +2,868+145.1% | Added |
| Sovereign Financial Group, Inc. | 4,843 | $1.01M | 0.15% | −57−1.2% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,842 | $1.01M | 0.70% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,838 | $1.01M | 0.41% | +56+1.2% | Added |
| Red Door Wealth Management, LLC | 4,837 | $1.01M | 0.09% | +609+14.4% | Added |