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 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 3,420 | $714.9K | 0.42% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,418 | $714.5K | 0.14% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,399 | $710.5K | 0.06% | +674+24.7% | Added |
| Farmers National Bank | 3,390 | $708.6K | 0.15% | −98−2.8% | Reduced |
| Nwam LLC | 3,386 | $707.8K | 0.04% | +98+3.0% | Added |
| Fosun International Ltd | 3,377 | $705.9K | 0.16% | 00.0% | Unchanged |
| Ak Global Asset Management, LLC | 3,375 | $705.5K | 0.60% | +25+0.7% | Added |
| Sivia Capital Partners, LLC | 3,358 | $702.0K | 0.09% | +2,110+169.1% | Added |
| Richmond Brothers, Inc. | 3,352 | $700.6K | 0.36% | +3,352 | New |
| American National Bank | 3,350 | $700.3K | 0.06% | −11−0.3% | Reduced |
| Quantum Financial Advisors, LLC | 3,347 | $699.7K | 0.07% | −9−0.3% | Reduced |
| Proathlete Wealth Management LLC | 3,343 | $699.2K | 0.17% | +10+0.3% | Added |
| Sierra Capital LLC | 3,335 | $697.1K | 0.07% | −45−1.3% | Reduced |
| Borer Denton & Associates, Inc. | 3,332 | $696.5K | 0.23% | +3,332 | New |
| Centric Wealth Management | 3,698 | $695.3K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,323 | $695.0K | 0.04% | −1,447−30.3% | Reduced |
| IVC Wealth Advisors LLC | 3,315 | $693.0K | 0.27% | −155−4.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,302 | $690.4K | 0.02% | +125+3.9% | Added |
| Baader Bank INC | 3,300 | $689.8K | 0.06% | −772−19.0% | Reduced |
| Wright Investors Service Inc | 3,300 | $689.8K | 0.19% | −214−6.1% | Reduced |
| Wealth Preservation Advisors, LLC | 3,290 | $687.7K | 0.39% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,288 | $687.3K | 0.06% | +185+6.0% | Added |
| Marex Group plc | 3,285 | $686.7K | 0.01% | +797+32.0% | Added |
| Onefund, LLC | 3,267 | $682.9K | 0.39% | −53−1.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,255 | $680.4K | 0.19% | +110+3.5% | Added |
| Root Financial Partners, LLC | 3,250 | $679.3K | 0.03% | +542+20.0% | Added |
| Sig Brokerage, LP | 3,248 | $679.0K | 0.11% | −6,090−65.2% | Reduced |
| Grandfield & Dodd, LLC | 3,246 | $678.7K | 0.04% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 3,246 | $678.6K | 0.30% | −54−1.6% | Reduced |
| Ethos Financial Group, LLC | 3,298 | $678.2K | 0.05% | +40+1.2% | Added |
| Endeavor Private Wealth, Inc. | 3,244 | $678.0K | 0.16% | +311+10.6% | Added |
| Bedel Financial Consulting, Inc. | 3,243 | $677.8K | 0.07% | +10.0% | Added |
| Guerra Pan Advisors, LLC | 3,239 | $677.1K | 0.38% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,237 | $676.7K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 3,235 | $676.2K | 0.03% | −218−6.3% | Reduced |
| Perennial Investment Advisors, LLC | 3,234 | $676.0K | 0.05% | +80+2.5% | Added |
| Tactive Advisors, LLC | 3,212 | $671.4K | 0.17% | −476−12.9% | Reduced |
| Essex Savings Bank | 3,211 | $671.2K | 0.15% | +39+1.2% | Added |
| Founders Financial Alliance, LLC | 3,210 | $671.0K | 0.09% | +186+6.2% | Added |
| Hexagon Capital Partners LLC | 3,189 | $666.6K | 0.09% | −210−6.2% | Reduced |
| Paradigm Financial Partners, LLC | 3,189 | $666.6K | 0.06% | +921+40.6% | Added |
| Lotus Technology Management, LP | 3,186 | $666.0K | 0.82% | +3,186 | New |
| Circle Wealth Management, LLC | 3,172 | $663.1K | 0.01% | +30+1.0% | Added |
| Naples Global Advisors, LLC | 3,172 | $663.0K | 0.04% | +15+0.5% | Added |
| Summit Wealth Group, LLC | 3,166 | $661.8K | 0.13% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,164 | $661.4K | 0.17% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,160 | $660.4K | 0.03% | +1,437+83.4% | Added |
| Bearing Point Capital, LLC | 3,159 | $660.4K | 0.09% | −80−2.5% | Reduced |
| Crusonia Wealth Advisors LLC | 3,156 | $659.7K | 0.11% | +956+43.5% | Added |
| Plancorp, LLC | 2,982 | $659.3K | 0.02% | +105+3.6% | Added |
| Levin Capital Strategies, L.P. | 3,151 | $658.7K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,147 | $657.8K | 0.27% | +397+14.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,144 | $657.2K | 0.25% | −15−0.5% | Reduced |
| First County Bank | 3,139 | $656.2K | 0.31% | −20−0.6% | Reduced |
| Delta Investment Management, LLC | 3,135 | $655.4K | 0.11% | +3,135 | New |
| Omnia Family Wealth, LLC | 3,132 | $654.7K | 0.18% | +15+0.5% | Added |
| Biltmore Family Office, LLC | 3,128 | $653.9K | 0.09% | +18+0.6% | Added |
| Kingsman Wealth Management, Inc. | 3,127 | $653.7K | 0.31% | −288−8.4% | Reduced |
| Beta Wealth Group, Inc. | 3,121 | $652.4K | 0.24% | −899−22.4% | Reduced |
| Grant Private Wealth Management Inc | 3,114 | $651.0K | 0.27% | +591+23.4% | Added |
| Foster Group, Inc. | 3,103 | $648.7K | 0.02% | +291+10.3% | Added |
| Black Swift Group, LLC | 3,073 | $642.4K | 0.09% | +1,300+73.3% | Added |
| Tiemann Investment Advisors, LLC | 3,069 | $641.5K | 0.23% | −325−9.6% | Reduced |
| One Wealth Advisors, LLC | 3,069 | $641.4K | 0.07% | +23+0.8% | Added |
| Innovative Asset Advisors Group, LLC | 3,066 | $641.0K | 0.28% | +348+12.8% | Added |
| Brookwood Investment Group LLC | 3,063 | $640.4K | 0.07% | +1,512+97.5% | Added |
| Chemistry Wealth Management LLC | 3,055 | $638.6K | 0.10% | +3,055 | New |
| Key Financial Inc | 3,044 | $636.4K | 0.10% | −225−6.9% | Reduced |
| Terry L. Blaker | 3,040 | $635.5K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,019 | $635.2K | 0.08% | −43−1.4% | Reduced |
| Duncker Streett & Co Inc | 3,030 | $633.4K | 0.11% | −548−15.3% | Reduced |
| Code Waechter LLC | 3,021 | $631.5K | 0.33% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $627.1K | 0.12% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $627.0K | 0.00% | +3,000 | New |
| Viawealth, LLC | 2,988 | $624.6K | 0.31% | −40−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 2,969 | $620.6K | 0.05% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,965 | $619.8K | 0.09% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,962 | $619.2K | 0.22% | −10−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,962 | $619.2K | 0.14% | +2,962 | New |
| Lewis Asset Management, LLC | 2,960 | $618.7K | 0.22% | +661+28.8% | Added |
| Five Oceans Advisors | 2,952 | $617.1K | 0.20% | +7+0.2% | Added |
| Range Advisory, LLC | 2,952 | $617.0K | 0.07% | +1,061+56.1% | Added |
| O'Rourke & Company, Inc | 2,951 | $617.0K | 0.22% | +2+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,950 | $616.7K | 0.30% | +165+5.9% | Added |
| Nichols & Pratt Advisers LLP | 2,945 | $615.6K | 0.04% | −250−7.8% | Reduced |
| Auxano Advisors, LLC | 2,939 | $614.4K | 0.12% | 00.0% | Unchanged |
| JM2 Capital Inc. | 2,934 | $613.3K | 0.42% | −22−0.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,930 | $612.5K | 0.13% | −425−12.7% | Reduced |
| Sound Income Strategies, LLC | 2,927 | $612.0K | 0.03% | +1,586+118.3% | Added |
| Southern Financial Group, LLC | 2,926 | $611.7K | 0.16% | −95−3.1% | Reduced |
| Guilbault Capital LLC | 2,924 | $611.2K | 0.61% | −186−6.0% | Reduced |
| Park Place Capital Corp | 2,918 | $610.0K | 0.10% | −10.0% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,910 | $608.3K | 0.25% | +2,910 | New |
| Wharton Business Group, LLC | 2,909 | $608.1K | 0.02% | −45−1.5% | Reduced |
| American State Bank (Iowa) | 2,908 | $607.9K | 0.25% | −14−0.5% | Reduced |
| Legacy Advisors, LLC | 2,903 | $606.7K | 0.06% | +248+9.3% | Added |
| QTR Family Wealth, LLC | 2,901 | $606.4K | 0.21% | +349+13.7% | Added |
| Karani Asset Management LLC | 2,888 | $603.7K | 0.44% | +2,888 | New |
| Southeast Asset Advisors Inc. | 2,886 | $603.2K | 0.06% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 2,860 | $597.8K | 0.26% | +125+4.6% | Added |