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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 2,856 | $597.0K | 0.05% | +1,594+126.3% | Added |
| Golden State Wealth Management, LLC | 2,852 | $596.4K | 0.05% | +31+1.1% | Added |
| Cornerstone Advisory, LLC | 2,835 | $592.6K | 0.05% | +128+4.7% | Added |
| CM Wealth Advisors LLC | 2,833 | $592.2K | 0.11% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,826 | $590.7K | 0.58% | −103−3.5% | Reduced |
| River Wealth Advisors LLC | 2,822 | $589.9K | 0.06% | −23−0.8% | Reduced |
| LBMC Investment Advisors, LLC | 2,806 | $586.6K | 0.03% | −10.0% | Reduced |
| Altus Wealth Group LLC | 2,803 | $586.0K | 0.21% | −180−6.0% | Reduced |
| Fairscale Capital, LLC | 2,791 | $583.4K | 0.35% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,790 | $583.2K | 0.05% | −14−0.5% | Reduced |
| SLT Holdings LLC | 2,784 | $582.0K | 0.37% | −42−1.5% | Reduced |
| Univest Financial Corp | 2,783 | $581.9K | 0.03% | +329+13.4% | Added |
| City State Bank | 2,782 | $581.5K | 0.13% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,781 | $581.4K | 0.09% | −9−0.3% | Reduced |
| Werba Rubin Papier Wealth Management | 2,781 | $581.4K | 0.07% | −74−2.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,778 | $580.7K | 0.12% | +236+9.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,774 | $579.8K | 0.12% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 2,765 | $579.5K | 0.02% | +403+17.1% | Added |
| EJMK Ventures LLC | 2,768 | $578.7K | 0.26% | +269+10.8% | Added |
| Vantus Wealth LLC | 2,754 | $575.7K | 0.31% | +2,754 | New |
| Camden National Bank | 2,748 | $574.4K | 0.07% | −136−4.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,729 | $574.0K | 0.19% | −899−24.8% | Reduced |
| Legacy Solutions, LLC | 2,743 | $573.5K | 0.46% | +37+1.4% | Added |
| Castle Wealth Management LLC | 2,733 | $571.4K | 0.17% | −60−2.1% | Reduced |
| Alphadyne Asset Management LP | 2,726 | $569.8K | 0.03% | −15,420−85.0% | Reduced |
| American Trust | 2,726 | $569.8K | 0.04% | +84+3.2% | Added |
| Winthrop Advisory Group LLC | 2,726 | $569.8K | 0.04% | +54+2.0% | Added |
| Leigh Baldwin & Co., LLC | 2,720 | $568.5K | 0.31% | +10.0% | Added |
| Broadleaf Partners, LLC | 2,719 | $568.4K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,717 | $568.0K | 0.35% | −45−1.6% | Reduced |
| Wall Street Financial Group, Inc. | 2,717 | $568.0K | 0.30% | +323+13.5% | Added |
| Calton & Associates, Inc. | 2,712 | $567.0K | 0.08% | −524−16.2% | Reduced |
| CoreCap Advisors, LLC | 2,701 | $564.5K | 0.02% | −29,380−91.6% | Reduced |
| Impact Capital Partners LLC | 2,695 | $563.4K | 0.15% | +34+1.3% | Added |
| Valley National Advisers Inc | 2,688 | $561.9K | 0.06% | +57+2.2% | Added |
| Fell Capital Management | 2,670 | $558.1K | 0.47% | −40−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,660 | $556.1K | 0.04% | +11+0.4% | Added |
| Maxele Advisors, LLC | 2,655 | $555.0K | 0.39% | +2,655 | New |
| Aspen Wealth Strategies, LLC | 2,647 | $553.3K | 0.27% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,639 | $551.7K | 0.04% | +21+0.8% | Added |
| Rockingstone Advisors LLC | 2,629 | $549.6K | 0.22% | −10.0% | Reduced |
| Brucke Financial, Inc. | 2,626 | $548.9K | 0.24% | −582−18.1% | Reduced |
| Cove Private Wealth, LLC | 2,626 | $548.9K | 0.11% | +20+0.8% | Added |
| Keystone Financial Group | 2,626 | $548.9K | 0.03% | −845−24.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,623 | $548.3K | 0.01% | −562−17.6% | Reduced |
| Johnson Financial Group, Inc. | 2,617 | $547.1K | 0.02% | −101−3.7% | Reduced |
| Focus Financial Network, Inc. | 2,613 | $546.3K | 0.02% | +143+5.8% | Added |
| Florida Financial Advisors, LLC | 2,609 | $545.6K | 0.09% | +105+4.2% | Added |
| Secure Asset Management, LLC | 2,609 | $545.4K | 0.08% | +329+14.4% | Added |
| Tiaa Trust, National Association | 2,609 | $545.4K | 0.03% | −3,892−59.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,607 | $545.0K | 0.03% | +36+1.4% | Added |
| N.E.W. Advisory Services LLC | 2,602 | $544.0K | 0.04% | +57+2.2% | Added |
| Weaver Capital Management LLC | 3,298 | $542.8K | 0.12% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,595 | $542.5K | 0.06% | −47−1.8% | Reduced |
| BankPlus Wealth Management LLC | 2,593 | $542.1K | 0.24% | +89+3.6% | Added |
| LGT Fund Management Co Ltd. | 2,590 | $541.4K | 0.02% | +962+59.1% | Added |
| Strategic Financial Concepts, LLC | 2,587 | $540.8K | 0.16% | +289+12.6% | Added |
| Purkiss Capital Advisors LLC | 2,583 | $540.0K | 0.21% | +76+3.0% | Added |
| WD Rutherford LLC | 2,579 | $539.1K | 0.20% | +546+26.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,576 | $538.5K | 0.06% | +29+1.1% | Added |
| Primoris Wealth Advisors, LLC | 2,567 | $536.6K | 0.24% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,565 | $536.2K | 0.04% | +307+13.6% | Added |
| Equitable Trust Co | 2,565 | $536.2K | 0.02% | −71−2.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,563 | $535.8K | 0.11% | +15+0.6% | Added |
| Gilbert & Cook, Inc. | 2,563 | $535.8K | 0.06% | +42+1.7% | Added |
| Bouchey Financial Group Ltd | 2,560 | $535.1K | 0.03% | +209+8.9% | Added |
| Deseret Mutual Benefit Administrators | 2,557 | $534.5K | 0.17% | −464−15.4% | Reduced |
| Burling Wealth Partners, LLC | 2,551 | $533.3K | 0.08% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,543 | $531.6K | 0.40% | +94+3.8% | Added |
| Crawford Investment Counsel Inc | 2,535 | $529.9K | 0.01% | −386−13.2% | Reduced |
| Motco | 2,535 | $529.9K | 0.05% | +26+1.0% | Added |
| Miller Capital Partners, Inc. | 2,534 | $529.7K | 0.21% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,527 | $528.2K | 0.14% | +10.0% | Added |
| Integrity Financial Corp | 2,525 | $527.8K | 0.25% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,522 | $527.2K | 0.17% | −13−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 2,515 | $525.7K | 0.20% | −403−13.8% | Reduced |
| BXM Wealth LLC | 2,507 | $524.1K | 0.29% | +1,251+99.6% | Added |
| Merrion Investment Management Co, LLC | 2,500 | $522.6K | 0.25% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,496 | $521.8K | 0.02% | +48+2.0% | Added |
| Thrive Wealth Management, LLC | 2,483 | $519.1K | 0.07% | −103−4.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,478 | $517.9K | 0.03% | +59+2.4% | Added |
| Copley Financial Group, Inc. | 2,477 | $517.8K | 0.31% | −1,116−31.1% | Reduced |
| Doheny Asset Management | 2,473 | $517.0K | 0.30% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,470 | $516.4K | 0.17% | +195+8.6% | Added |
| Horizon Wealth Management, LLC | 2,467 | $515.6K | 0.07% | +3+0.1% | Added |
| Darden Wealth Group Inc | 2,467 | $515.6K | 0.20% | +117+5.0% | Added |
| OneAscent Family Office, LLC | 2,467 | $515.6K | 0.26% | +235+10.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,466 | $515.5K | 0.11% | −196−7.4% | Reduced |
| Firestone Capital Management | 2,461 | $514.4K | 0.10% | +88+3.7% | Added |
| RKL Wealth Management LLC | 2,454 | $513.0K | 0.04% | +188+8.3% | Added |
| Ariadne Wealth Management, LP | 2,453 | $512.8K | 0.23% | +93+3.9% | Added |
| Paragon Private Wealth Management, LLC | 2,450 | $512.4K | 0.13% | +42+1.7% | Added |
| Marest Capital, LLC | 2,450 | $512.2K | 0.26% | +13+0.5% | Added |
| Fiduciary Group LLC | 2,450 | $512.1K | 0.04% | +4+0.2% | Added |
| BLB&B Advisors, LLC | 2,443 | $510.7K | 0.02% | +75+3.2% | Added |
| Ellsworth Advisors, LLC | 2,227 | $509.0K | 0.08% | −293−11.6% | Reduced |
| Steinberganna Wealth Management | 2,427 | $507.3K | 0.21% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,427 | $507.3K | 0.03% | +2,427 | New |
| Greenspring Advisors, LLC | 2,427 | $507.3K | 0.03% | +16+0.7% | Added |
| McAdam, LLC | 2,419 | $505.7K | 0.02% | +110+4.8% | Added |