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 |
|---|---|---|---|---|---|
| Prosperity Bancshares Inc | 2,417 | $505.3K | 0.33% | +284+13.3% | Added |
| Moran Wealth Management, LLC | 2,414 | $504.6K | 0.01% | +2,414 | New |
| Tripletail Wealth Management, LLC | 2,357 | $504.2K | 0.58% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,411 | $504.0K | 0.08% | +11+0.5% | Added |
| Havemeyer Place LP | 2,406 | $502.9K | 0.05% | +369+18.1% | Added |
| Connecticut Wealth Management, LLC | 2,403 | $502.3K | 0.02% | −1,373−36.4% | Reduced |
| Glen Eagle Advisors, LLC | 2,379 | $497.4K | 0.06% | −131−5.2% | Reduced |
| Torray LLC | 2,377 | $496.9K | 0.07% | −28,455−92.3% | Reduced |
| CPA Asset Management LLC | 2,371 | $495.6K | 0.14% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,367 | $495.0K | 0.08% | −102−4.1% | Reduced |
| USA Financial Formulas | 2,367 | $494.8K | 0.09% | +2,367 | New |
| XY Planning Network, Inc. | 2,357 | $492.7K | 0.06% | +297+14.4% | Added |
| Bragg Financial Advisors, Inc | 2,352 | $491.7K | 0.01% | −65−2.7% | Reduced |
| Excelsior Advisor Network LLC | 2,350 | $491.3K | 0.06% | +2,350 | New |
| Sovereign Investment Advisors, LLC | 2,350 | $491.2K | 0.09% | +2,350 | New |
| Jacobsen Capital Management | 2,342 | $489.6K | 0.14% | −31−1.3% | Reduced |
| A4 Wealth Advisors LLC | 2,340 | $489.2K | 0.33% | −260−10.0% | Reduced |
| Latitude Advisors, LLC | 2,334 | $487.9K | 0.19% | +2,334 | New |
| Hurlow Wealth Management Group, Inc. | 2,333 | $487.7K | 0.10% | +4+0.2% | Added |
| Hall Capital Management Co Inc | 2,326 | $486.2K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,326 | $486.1K | 0.04% | −2,451−51.3% | Reduced |
| Accredited Investors Inc. | 2,325 | $486.0K | 0.02% | −732−23.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,322 | $485.4K | 0.04% | +27+1.2% | Added |
| Welch Group, LLC | 2,321 | $485.2K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,320 | $485.0K | 0.01% | −114−4.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,316 | $484.1K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,278 | $482.7K | 0.19% | −10−0.4% | Reduced |
| Jennison Associates LLC | 2,305 | $481.8K | 0.00% | +2,305 | New |
| Alteri Wealth LLC | 2,299 | $480.6K | 0.13% | −24−1.0% | Reduced |
| BAM Wealth Management, LLC | 2,298 | $480.4K | 0.30% | +506+28.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,297 | $480.1K | 0.09% | +44+2.0% | Added |
| Spartan Planning & Wealth Management | 2,296 | $480.0K | 0.32% | +927+67.7% | Added |
| Summit Wealth Group LLC | 2,295 | $479.7K | 0.04% | +775+51.0% | Added |
| Mach-1 Financial Group, Inc. | 2,292 | $479.1K | 0.19% | −6,541−74.1% | Reduced |
| Harold Davidson & Associates Inc. | 2,290 | $478.7K | 0.21% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,281 | $476.8K | 0.17% | +23+1.0% | Added |
| IMA Wealth, Inc. | 2,281 | $476.8K | 0.03% | +1,830+405.8% | Added |
| Bulltick Wealth Management, LLC | 2,280 | $476.6K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,274 | $475.0K | 0.24% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,269 | $474.3K | 0.04% | +696+44.2% | Added |
| Jackson Wealth Management, LLC | 2,253 | $471.0K | 0.28% | +2,253 | New |
| Ostrum Asset Management | 2,251 | $470.5K | 0.02% | −1,375−37.9% | Reduced |
| North Star Asset Management Inc | 2,243 | $468.9K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,239 | $468.1K | 0.10% | +3+0.1% | Added |
| Voya Financial Advisors, Inc. | 2,206 | $467.1K | 0.04% | −636−22.4% | Reduced |
| Westmount Partners, LLC | 2,231 | $466.4K | 0.10% | +487+27.9% | Added |
| Quantum Financial Partners LLC | 2,225 | $465.0K | 0.24% | +2,225 | New |
| Michael B. Yongue | 2,223 | $464.7K | 0.32% | −320−12.6% | Reduced |
| Luts & Greenleigh Group, Inc | 2,223 | $464.7K | 0.35% | −13−0.6% | Reduced |
| COFG Advisors, LLC | 2,219 | $463.9K | 0.08% | −105−4.5% | Reduced |
| Bannerstone Capital Management, LLC | 2,219 | $463.9K | 0.39% | +2,219 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,211 | $462.2K | 0.07% | +2+0.1% | Added |
| Investment Partners, Ltd. | 2,209 | $461.9K | 0.14% | +132+6.4% | Added |
| Blue Bell Private Wealth Management, LLC | 2,197 | $459.3K | 0.06% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 2,197 | $459.3K | 0.40% | 00.0% | Unchanged |
| Tepp RIA, LLC | 2,197 | $459.2K | 0.31% | +169+8.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,193 | $458.4K | 0.02% | −22−1.0% | Reduced |
| Sunflower Bank, N.A. | 2,191 | $458.0K | 0.11% | +11+0.5% | Added |
| Peak Planning Group, LLC | 2,191 | $458.0K | 0.10% | +7+0.3% | Added |
| Reston Wealth Management LLC | 2,190 | $457.7K | 0.12% | +9+0.4% | Added |
| Beacon Financial Advisory LLC | 2,188 | $457.4K | 0.09% | +97+4.6% | Added |
| Mosaic Financial Group, LLC | 2,184 | $457.0K | 0.29% | +5+0.2% | Added |
| Precedent Wealth Partners, LLC | 2,183 | $456.3K | 0.08% | +445+25.6% | Added |
| TCFG Investment Advisors, LLC | 2,182 | $456.1K | 0.15% | +187+9.4% | Added |
| Macroview Investment Management LLC | 2,180 | $455.8K | 0.28% | +6+0.3% | Added |
| Ewa, LLC | 2,180 | $455.8K | 0.08% | +192+9.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 2,176 | $454.9K | 0.05% | −456−17.3% | Reduced |
| LCNB Corp | 2,166 | $452.8K | 0.14% | +32+1.5% | Added |
| Summitry LLC | 2,166 | $452.8K | 0.01% | +461+27.0% | Added |
| Canvas Wealth Advisors, LLC | 2,165 | $452.6K | 0.06% | +12+0.6% | Added |
| Pacific Excel Wealth Advisors, Inc. | 2,160 | $451.5K | 0.17% | +2,160 | New |
| Heritage Family Offices, LLP | 2,160 | $451.5K | 0.17% | +735+51.6% | Added |
| PCB Capital LLC | 2,157 | $450.8K | 0.55% | +40+1.9% | Added |
| Eurizon SLJ Capital Ltd | 2,153 | $450.1K | 0.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,156 | $450.0K | 0.00% | +2,030+1,611.1% | Added |
| Revolve Wealth Partners, LLC | 2,151 | $449.7K | 0.05% | +150+7.5% | Added |
| Smallwood Wealth Investment Management, LLC | 2,149 | $449.4K | 0.20% | +91+4.4% | Added |
| Wilkinson Global Asset Management LLC | 2,144 | $448.2K | 0.04% | −75−3.4% | Reduced |
| Traynor Capital Management, Inc. | 2,132 | $445.7K | 0.02% | +114+5.6% | Added |
| Fulcrum Capital LLC | 2,131 | $445.5K | 0.09% | −762−26.3% | Reduced |
| Osterweis Capital Management Inc | 2,128 | $444.8K | 0.02% | −150−6.6% | Reduced |
| First Business Financial Services, Inc. | 2,126 | $444.4K | 0.03% | +50+2.4% | Added |
| Eagle Strategies LLC | 2,125 | $444.3K | 0.04% | −64−2.9% | Reduced |
| Marco Investment Management LLC | 2,125 | $444.2K | 0.03% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,125 | $444.2K | 0.17% | +75+3.7% | Added |
| Manske Wealth Management | 2,123 | $443.8K | 0.11% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,122 | $443.6K | 0.05% | −76−3.5% | Reduced |
| Clear Creek Financial Management, LLC | 2,117 | $442.5K | 0.03% | +12+0.6% | Added |
| Mayfair Advisory Group, LLC | 2,062 | $442.3K | 0.13% | +35+1.7% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,112 | $441.5K | 0.28% | +284+15.5% | Added |
| Oakworth Capital, Inc. | 2,094 | $440.1K | 0.02% | −829−28.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,105 | $440.0K | 0.24% | +258+14.0% | Added |
| Measured Wealth Private Client Group, LLC | 2,103 | $439.7K | 0.11% | −104−4.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,102 | $439.4K | 0.16% | +263+14.3% | Added |
| AA Financial Advisors, LLC | 2,100 | $439.0K | 0.05% | −2,126−50.3% | Reduced |
| Bridges Investment Management Inc | 2,097 | $438.4K | 0.01% | +764+57.3% | Added |
| Veracity Capital LLC | 2,095 | $438.0K | 0.12% | −82−3.8% | Reduced |
| LexAurum Advisors, LLC | 2,092 | $437.3K | 0.05% | +31+1.5% | Added |
| Ashton Thomas Securities, LLC | 2,104 | $436.9K | 0.06% | +457+27.7% | Added |
| Capital Advisors, Ltd. LLC | 2,084 | $436.0K | 0.04% | −82−3.8% | Reduced |