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 |
|---|---|---|---|---|---|
| Myriad Asset Management US LP | 4,816 | $1.01M | 1.39% | +722+17.6% | Added |
| Global Financial Private Client, LLC | 4,807 | $1.00M | 0.27% | +133+2.8% | Added |
| Robertson Stephens Wealth Management, LLC | 4,802 | $1.00M | 0.02% | −18−0.4% | Reduced |
| BSW Wealth Partners | 4,798 | $1.00M | 0.11% | −1,796−27.2% | Reduced |
| SmartHarvest Portfolios, LLC | 4,793 | $1.00M | 0.32% | +967+25.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,795 | $1.00M | 0.10% | −5,183−51.9% | Reduced |
| Palacios Wealth Management, LLC | 4,785 | $1.00M | 0.59% | −9−0.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,782 | $999.6K | 0.68% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,781 | $999.4K | 0.08% | +276+6.1% | Added |
| Grey Fox Wealth Advisors, LLC | 4,775 | $998.2K | 0.16% | +4,775 | New |
| Flagship Harbor Advisors, LLC | 4,772 | $997.5K | 0.04% | −3,485−42.2% | Reduced |
| Cheviot Value Management, LLC | 4,750 | $992.9K | 0.10% | +200+4.4% | Added |
| North Star Investment Management Corp. | 4,746 | $992.1K | 0.05% | −10.0% | Reduced |
| Diversified Enterprises, LLC | 4,733 | $989.4K | 0.05% | +118+2.6% | Added |
| Goelzer Investment Management, Inc. | 4,731 | $989.0K | 0.04% | −186−3.8% | Reduced |
| Orca Investment Management, LLC | 4,722 | $987.1K | 0.72% | +20.0% | Added |
| West Family Investments, Inc. | 4,702 | $982.9K | 0.28% | +1,816+62.9% | Added |
| Pinnbrook Capital Management LP | 4,700 | $982.5K | 0.16% | +4,700 | New |
| DT Investment Partners, LLC | 4,672 | $976.6K | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,670 | $976.1K | 0.01% | +998+27.2% | Added |
| Smithfield Trust Co | 4,668 | $976.0K | 0.04% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,651 | $972.2K | 0.26% | −128−2.7% | Reduced |
| Texas Bank & Trust Co | 4,649 | $971.8K | 0.32% | −45−1.0% | Reduced |
| Allen Capital Group, LLC | 4,649 | $971.8K | 0.08% | +103+2.3% | Added |
| B&L Asset Management LLC | 4,646 | $971.2K | 0.34% | +39+0.8% | Added |
| Clear Harbor Asset Management, LLC | 4,637 | $969.3K | 0.06% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,633 | $968.5K | 0.18% | +4,633 | New |
| China Universal Asset Management Co., Ltd. | 4,631 | $968.1K | 0.06% | +1,250+37.0% | Added |
| Howard Financial Services, Ltd. | 4,628 | $967.5K | 0.10% | +284+6.5% | Added |
| Powell Investment Advisors, LLC | 4,628 | $967.5K | 0.31% | +23+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,626 | $967.0K | 0.15% | +146+3.3% | Added |
| Lazari Capital Management, Inc. | 4,619 | $965.5K | 0.30% | −3−0.1% | Reduced |
| Alta Advisers Ltd | 4,615 | $964.7K | 0.22% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 4,606 | $962.8K | 0.11% | −1,756−27.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,603 | $962.1K | 0.29% | +18+0.4% | Added |
| Arsenal Capital Advisors LLC | 4,599 | $961.5K | 0.57% | +15+0.3% | Added |
| Optas, LLC | 4,598 | $961.2K | 0.13% | +119+2.7% | Added |
| Arcataur Capital Management LLC | 4,594 | $960.3K | 0.24% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,590 | $959.5K | 0.01% | +440+10.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,570 | $955.3K | 0.04% | +290+6.8% | Added |
| Confluence Wealth Services, Inc. | 4,568 | $954.9K | 0.03% | +2,747+150.9% | Added |
| Catalyst Investment Management LLC | 4,561 | $953.4K | 0.86% | −193−4.1% | Reduced |
| TRB Wealth Management, LLC | 4,559 | $953.0K | 0.13% | +250+5.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,500 | $952.7K | 0.03% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 4,550 | $951.1K | 0.19% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,525 | $946.0K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,523 | $945.5K | 0.05% | +1,911+73.2% | Added |
| CNB Bank | 4,522 | $945.3K | 0.37% | −7−0.2% | Reduced |
| Washburn Capital Management, Inc. | 4,503 | $941.4K | 0.46% | −171−3.7% | Reduced |
| Eagle Rock Investment Company, LLC | 4,500 | $940.7K | 0.12% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 4,488 | $938.2K | 0.75% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,479 | $936.2K | 0.59% | +24+0.5% | Added |
| Geneos Wealth Management Inc. | 4,458 | $932.0K | 0.02% | −42−0.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,453 | $930.9K | 0.19% | −11−0.2% | Reduced |
| Themes Management Co LLC | 4,451 | $930.4K | 0.62% | −1,573−26.1% | Reduced |
| Jacobi Capital Management LLC | 4,440 | $928.2K | 0.05% | +63+1.4% | Added |
| Moors & Cabot, Inc. | 4,440 | $928.1K | 0.04% | +290+7.0% | Added |
| Integrity Advisory Solutions, LLC | 4,437 | $927.7K | 0.10% | +729+19.7% | Added |
| Goldenstone Wealth Management LLC | 4,424 | $924.9K | 0.60% | −107−2.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,403 | $920.3K | 0.65% | +296+7.2% | Added |
| Quantitative Investment Management, LLC | 4,402 | $920.0K | 0.10% | −3,132−41.6% | Reduced |
| First American Trust, FSB | 4,402 | $920.0K | 0.06% | +46+1.1% | Added |
| Keebeck Wealth Management, LLC | 4,389 | $917.5K | 0.09% | +1,962+80.8% | Added |
| Amussen Hunsaker Associates LLC | 4,387 | $917.1K | 0.09% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4,375 | $914.5K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,369 | $913.3K | 0.28% | −115−2.6% | Reduced |
| S Harris Financial Group, LLC | 4,356 | $910.7K | 0.71% | +35+0.8% | Added |
| Evexia Wealth LLC | 4,307 | $909.8K | 0.25% | −85−1.9% | Reduced |
| First Financial Bank - Trust Division | 4,348 | $908.9K | 0.06% | +95+2.2% | Added |
| Sax Wealth Advisors, LLC | 5,521 | $908.6K | 0.04% | +374+7.3% | Added |
| Juncture Wealth Strategies, LLC | 4,326 | $904.3K | 0.24% | +4,326 | New |
| Tuttle Tactical Management | 4,317 | $902.4K | 0.61% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,314 | $901.7K | 0.06% | −1,506−25.9% | Reduced |
| Leuthold Group, LLC | 4,303 | $899.5K | 0.09% | −66,701−93.9% | Reduced |
| TFR Capital, LLC. | 4,303 | $899.5K | 0.25% | +56+1.3% | Added |
| Fortem Financial Group, LLC | 4,288 | $896.4K | 0.18% | −100−2.3% | Reduced |
| First Bank & Trust | 4,274 | $893.4K | 0.13% | −272−6.0% | Reduced |
| Frisch Financial Group, Inc. | 4,264 | $891.3K | 0.15% | +428+11.2% | Added |
| Beacon Financial Group | 4,250 | $888.5K | 0.08% | −972−18.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,999 | $887.9K | 0.02% | −295−6.9% | Reduced |
| Fielder Capital Group LLC | 4,247 | $887.7K | 0.19% | +17+0.4% | Added |
| Millennium Capital Advisors, LLC | 4,243 | $887.1K | 0.48% | 00.0% | Unchanged |
| Bell Bank | 4,242 | $886.7K | 0.03% | −67−1.6% | Reduced |
| Apriem Advisors | 4,241 | $886.6K | 0.08% | −200−4.5% | Reduced |
| Congress Asset Management Co | 4,239 | $886.2K | 0.01% | −3,345−44.1% | Reduced |
| Claro Advisors LLC | 4,235 | $885.3K | 0.09% | +100+2.4% | Added |
| Johnson Financial Group, LLC | 4,230 | $884.2K | 0.05% | +2,391+130.0% | Added |
| Lionsbridge Wealth Management LLC | 4,225 | $883.2K | 0.87% | +4,225 | New |
| Cypress Capital Group | 4,194 | $876.8K | 0.08% | +2,539+153.4% | Added |
| Peoples Bank | 4,189 | $875.7K | 0.45% | −244−5.5% | Reduced |
| Piedmont Capital Management, LLC | 4,185 | $874.8K | 0.53% | −20−0.5% | Reduced |
| Holderness Investments Co | 4,148 | $867.0K | 0.14% | +22+0.5% | Added |
| Langley Wealth Management, LLC | 4,148 | $867.0K | 0.85% | +4,148 | New |
| Kepler Cheuvreux (Suisse) SA | 4,147 | $866.9K | 0.05% | −1,440−25.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,133 | $864.0K | 0.35% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 4,131 | $863.6K | 0.44% | +112+2.8% | Added |
| Pallas Capital Advisors LLC | 4,130 | $863.3K | 0.03% | +301+7.9% | Added |
| Webster Bank, N. A. | 4,114 | $860.0K | 0.07% | +418+11.3% | Added |
| Park National Corp | 4,113 | $859.8K | 0.02% | −39−0.9% | Reduced |
| Strategy Asset Managers LLC | 4,096 | $856.2K | 0.13% | +6+0.1% | Added |