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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 4,095 | $856.0K | 0.04% | +211+5.4% | Added |
| KKM Financial LLC | 4,094 | $855.8K | 0.12% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,090 | $855.0K | 0.22% | +10+0.2% | Added |
| Salzhauer Michael | 4,081 | $853.1K | 0.31% | −50−1.2% | Reduced |
| Sepio Capital, LP | 4,074 | $851.6K | 0.04% | −3,409−45.6% | Reduced |
| Rosenberg Matthew Hamilton | 4,067 | $850.2K | 0.16% | +151+3.9% | Added |
| TritonPoint Partners, LLC | 4,066 | $850.0K | 0.07% | +4,066 | New |
| First Dallas Securities Inc. | 4,062 | $849.1K | 0.28% | −1,000−19.8% | Reduced |
| Waters Parkerson & Co., LLC | 4,050 | $846.6K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,046 | $845.8K | 0.03% | +222+5.8% | Added |
| Orleans Capital Management Corp | 4,044 | $845.4K | 0.44% | +4,044 | New |
| Cardinal Point Capital Management, ULC | 4,043 | $845.1K | 0.05% | +1,278+46.2% | Added |
| McLaughlin Asset Management, Inc. | 4,041 | $844.6K | 0.58% | −273−6.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,040 | $844.5K | 0.03% | +244+6.4% | Added |
| Cromwell Holdings LLC | 4,034 | $843.3K | 0.38% | 00.0% | Unchanged |
| Private Advisory Group LLC | 4,026 | $841.6K | 0.05% | +1,195+42.2% | Added |
| Alpha Family Trust | 4,025 | $841.4K | 0.34% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,023 | $840.9K | 0.45% | 00.0% | Unchanged |
| May Hill Capital, LLC | 4,016 | $839.6K | 0.18% | +136+3.5% | Added |
| Balboa Wealth Partners | 4,012 | $838.7K | 0.11% | +657+19.6% | Added |
| Regal Investment Advisors LLC | 4,008 | $837.9K | 0.04% | −4,933−55.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,005 | $837.2K | 0.04% | +450+12.7% | Added |
| Birnam Oak Advisors, LP | 4,000 | $836.2K | 0.14% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 3,982 | $832.5K | 0.13% | +1,452+57.4% | Added |
| Retirement Planning Group | 3,968 | $829.4K | 0.02% | +104+2.7% | Added |
| Woodmont Investment Counsel LLC | 3,967 | $829.3K | 0.05% | +12+0.3% | Added |
| First Interstate Bank | 3,953 | $826.3K | 0.04% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,942 | $824.0K | 0.11% | −1,856−32.0% | Reduced |
| Basecamp Wealth Advisors LLC | 3,928 | $821.1K | 0.15% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,926 | $820.6K | 0.14% | +389+11.0% | Added |
| WBI Investments | 3,905 | $816.2K | 0.20% | +3,905 | New |
| Willow Creek Capital Management, Inc. | 3,901 | $815.5K | 0.79% | +3,901 | New |
| Aspiriant, LLC | 3,900 | $815.4K | 0.02% | +401+11.5% | Added |
| Cohen & Steers, Inc. | 3,900 | $815.0K | 0.00% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,891 | $813.4K | 0.07% | −159−3.9% | Reduced |
| Markowski Investments | 3,888 | $812.7K | 0.18% | +3,888 | New |
| Strategic Advisors LLC | 3,887 | $812.6K | 0.18% | −14,057−78.3% | Reduced |
| Gibraltar Capital Management, Inc. | 3,884 | $811.9K | 0.13% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 3,880 | $811.1K | 0.35% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,876 | $810.2K | 0.25% | −54−1.4% | Reduced |
| Crews Bank & Trust | 3,866 | $808.1K | 0.11% | +10+0.3% | Added |
| Lebenthal Global Advisors, LLC | 3,861 | $807.1K | 0.11% | −2,393−38.3% | Reduced |
| DF Dent & Co Inc | 3,854 | $805.6K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 3,848 | $804.4K | 0.15% | −11−0.3% | Reduced |
| Intrua Financial, LLC | 3,847 | $804.2K | 0.08% | −2,056−34.8% | Reduced |
| Bullock Wealth Management Group | 3,788 | $802.5K | 0.35% | −150−3.8% | Reduced |
| Segment Wealth Management, LLC | 3,825 | $799.6K | 0.04% | −78−2.0% | Reduced |
| Kennebec Savings Bank | 3,825 | $799.6K | 0.64% | −62−1.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,825 | $799.6K | 0.03% | −63−1.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,755 | $795.5K | 0.09% | +17+0.5% | Added |
| Broyhill Asset Management | 3,805 | $795.4K | 0.71% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,804 | $795.2K | 0.40% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,801 | $794.6K | 0.36% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 3,797 | $793.7K | 0.21% | +187+5.2% | Added |
| Silvia McColl Wealth Management, LLC | 3,777 | $789.5K | 0.47% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,777 | $789.5K | 0.08% | +1,843+95.3% | Added |
| Marino, Stram & Associates LLC | 3,764 | $786.7K | 0.13% | −2−0.1% | Reduced |
| Ponta Wealth Partners, LLC | 3,754 | $784.7K | 0.42% | +1,153+44.3% | Added |
| Leonteq Securities AG | 3,753 | $784.5K | 0.05% | −6,166−62.2% | Reduced |
| Vanguard National Trust Co | 3,749 | $783.7K | 0.04% | −735−16.4% | Reduced |
| Contravisory Investment Management, Inc. | 3,745 | $782.9K | 0.14% | +177+5.0% | Added |
| Hobbs Group Advisors, LLC | 3,706 | $774.7K | 0.20% | −33−0.9% | Reduced |
| United Bank | 3,703 | $774.1K | 0.09% | −33−0.9% | Reduced |
| Topsail Wealth Management, LLC | 3,700 | $773.4K | 0.10% | +15+0.4% | Added |
| SeaCrest Wealth Management, LLC | 3,700 | $773.4K | 0.09% | −390−9.5% | Reduced |
| Summit Global Investments | 3,696 | $773.0K | 0.04% | −1,096−22.9% | Reduced |
| Everpar Advisors LLC | 3,691 | $771.6K | 0.22% | +476+14.8% | Added |
| Cypress Wealth Services, LLC | 3,687 | $770.8K | 0.09% | −23−0.6% | Reduced |
| Missouri Trust & Investment Co | 3,659 | $769.9K | 0.21% | +100+2.8% | Added |
| Northbridge Financial Group, LLC | 3,681 | $769.5K | 0.30% | +274+8.0% | Added |
| Castleview Partners, LLC | 3,675 | $768.4K | 0.34% | +322+9.6% | Added |
| Blue Water Asset Management | 3,669 | $767.0K | 0.25% | +27+0.7% | Added |
| BNP Paribas | 3,659 | $764.9K | 0.02% | −14,480−79.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,494 | $762.9K | 0.04% | +969+38.4% | Added |
| Waldron Private Wealth LLC | 3,644 | $761.7K | 0.03% | −17−0.5% | Reduced |
| Spectrum Strategic Capital Management, LLC | 3,643 | $761.5K | 0.38% | +317+9.5% | Added |
| Boston Private Wealth LLC | 3,631 | $759.1K | 0.05% | −356−8.9% | Reduced |
| Waddell & Associates, LLC | 3,628 | $758.4K | 0.04% | +262+7.8% | Added |
| J.M. Arbour, LLC | 3,627 | $758.1K | 0.65% | +600+19.8% | Added |
| Ledyard National Bank | 3,613 | $755.3K | 0.06% | +50+1.4% | Added |
| Signature Estate & Investment Advisors LLC | 3,601 | $753.0K | 0.01% | −228−6.0% | Reduced |
| Congress Park Capital LLC | 3,595 | $751.5K | 0.20% | −218−5.7% | Reduced |
| MJP Associates Inc | 3,590 | $750.4K | 0.08% | −348−8.8% | Reduced |
| Income Insurance Ltd | 3,589 | $750.2K | 0.45% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,588 | $750.0K | 0.01% | −11,664−76.5% | Reduced |
| Compass Financial Management LLC | 3,504 | $749.7K | 0.09% | +3,504 | New |
| Tritonpoint Wealth, LLC | 3,570 | $746.3K | 0.07% | −33−0.9% | Reduced |
| Banque Transatlantique SA | 3,797 | $742.8K | 0.02% | +957+33.7% | Added |
| Opinicus Capital, Inc. | 3,530 | $738.0K | 0.40% | −193−5.2% | Reduced |
| Means Investment Co., Inc. | 3,520 | $735.9K | 0.06% | +17+0.5% | Added |
| Allegheny Financial Group LTD | 3,520 | $735.8K | 0.08% | +87+2.5% | Added |
| Teucrium Investment Advisors, LLC | 3,512 | $734.1K | 0.65% | +3,512 | New |
| Hazlett, Burt & Watson, Inc. | 3,464 | $725.0K | 0.19% | −28−0.8% | Reduced |
| Chase Investment Counsel Corp | 3,457 | $722.0K | 0.15% | +337+10.8% | Added |
| AlphaGrep UK Ltd | 3,453 | $721.8K | 0.22% | −102−2.9% | Reduced |
| Kera Capital Partners, Inc. | 3,453 | $721.8K | 0.07% | +468+15.7% | Added |
| GTS Securities LLC | 3,441 | $719.3K | 0.02% | −6,231−64.4% | Reduced |
| Teza Capital Management LLC | 3,440 | $719.1K | 1.39% | −2−0.1% | Reduced |
| 55 North Private Wealth, LLC | 3,432 | $717.4K | 0.14% | +545+18.9% | Added |
| Davidson Investment Advisors | 3,427 | $716.4K | 0.03% | 00.0% | Unchanged |