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 |
|---|---|---|---|---|---|
| ACT Advisors, LLC. | 2,080 | $434.7K | 0.14% | +35+1.7% | Added |
| Legacy Capital Wealth Partners, LLC | 2,078 | $434.5K | 0.08% | +120+6.1% | Added |
| Pines Wealth Management, LLC | 2,078 | $434.4K | 0.13% | −60−2.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 958 | $433.7K | 0.13% | −1,189−55.4% | Reduced |
| Bangor Savings Bank | 2,066 | $431.9K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,064 | $431.5K | 0.06% | +647+45.7% | Added |
| VisionPoint Advisory Group, LLC | 2,063 | $431.3K | 0.07% | +188+10.0% | Added |
| WealthShield Partners, LLC | 2,061 | $430.9K | 0.07% | −701−25.4% | Reduced |
| Investment Research Partners LLC | 2,060 | $430.6K | 0.15% | +37+1.8% | Added |
| Everett Harris & Co | 2,059 | $430.4K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,059 | $430.4K | 0.08% | −81−3.8% | Reduced |
| Intergy Private Wealth, LLC | 2,057 | $430.0K | 0.10% | −108−5.0% | Reduced |
| Chicago Capital, LLC | 2,052 | $428.9K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,041 | $426.7K | 0.05% | +202+11.0% | Added |
| Prelude Capital Management, LLC | 2,028 | $423.9K | 0.03% | +2,028 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,020 | $422.3K | 0.02% | −1,168−36.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,014 | $421.0K | 0.08% | −45−2.2% | Reduced |
| Interactive Financial Advisors | 2,014 | $421.0K | 0.26% | +9+0.4% | Added |
| Beaumont Financial Advisors, LLC | 2,010 | $420.2K | 0.03% | −52−2.5% | Reduced |
| Stone House Investment Management, LLC | 2,009 | $420.0K | 0.06% | +1,929+2,411.3% | Added |
| Legacy Trust | 2,006 | $419.3K | 0.07% | +74+3.8% | Added |
| Consilio Wealth Advisors, LLC | 2,005 | $419.1K | 0.10% | +32+1.6% | Added |
| Investment Partners Asset Management, Inc. | 2,004 | $418.9K | 0.23% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,003 | $418.8K | 0.10% | −52−2.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,002 | $418.5K | 0.11% | −13−0.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,943 | $418.4K | 0.17% | +115+6.3% | Added |
| Parkside Investments, LLC | 2,000 | $418.1K | 0.05% | −1,500−42.9% | Reduced |
| Ehrenkranz Partners L.P. | 2,000 | $418.1K | 0.24% | 00.0% | Unchanged |
| RH Tailwind Management, LLC | 2,000 | $418.1K | 0.20% | +2,000 | New |
| Western Financial Corp | 2,000 | $418.1K | 0.12% | +2,000 | New |
| Koss-Olinger Consulting, LLC | 1,999 | $417.9K | 0.03% | +10+0.5% | Added |
| LeConte Wealth Management, LLC | 1,999 | $417.9K | 0.23% | −55−2.7% | Reduced |
| Odyssey Capital Advisors, Inc. | 1,999 | $417.9K | 0.30% | −42−2.1% | Reduced |
| Prepared Retirement Institute LLC | 1,997 | $417.5K | 0.18% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,997 | $417.5K | 1.19% | +1,997 | New |
| Southland Equity Partners LLC | 1,988 | $415.5K | 0.07% | +39+2.0% | Added |
| Stonebrook Private Inc. | 1,982 | $414.3K | 0.08% | +104+5.5% | Added |
| WP Advisors, LLC | 1,981 | $414.1K | 0.10% | +10+0.5% | Added |
| Sunpointe, LLC | 1,979 | $413.7K | 0.12% | −35−1.7% | Reduced |
| Commonwealth Financial Services, LLC | 1,975 | $412.9K | 0.06% | +20+1.0% | Added |
| Tempo Wealth, LLC | 1,973 | $412.4K | 0.06% | +96+5.1% | Added |
| Journey Advisory Group, LLC | 1,969 | $411.5K | 0.03% | +329+20.1% | Added |
| Van Strum & Towne Inc. | 1,965 | $410.8K | 0.11% | −375−16.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,963 | $410.3K | 0.17% | +258+15.1% | Added |
| Wealth Alliance | 1,958 | $409.4K | 0.03% | +24+1.2% | Added |
| Stonebridge Financial Group, LLC | 1,953 | $408.3K | 0.27% | −8−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 1,953 | $408.3K | 0.03% | +429+28.1% | Added |
| Fusion Capital, LLC | 1,952 | $408.1K | 0.09% | +32+1.7% | Added |
| King Wealth | 1,950 | $408.0K | 0.04% | +79+4.2% | Added |
| Mosley Wealth Management | 1,943 | $406.1K | 0.13% | −8,519−81.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,942 | $406.0K | 0.05% | +92+5.0% | Added |
| Atlas Capital Advisors LLC | 1,941 | $405.7K | 0.04% | +64+3.4% | Added |
| Asset Advisory Group, Inc. | 1,934 | $404.3K | 0.18% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,933 | $404.1K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,930 | $403.4K | 0.12% | +163+9.2% | Added |
| Evolve Private Wealth, LLC | 1,929 | $403.2K | 0.02% | −11,512−85.6% | Reduced |
| Gemmer Asset Management LLC | 1,928 | $403.0K | 0.03% | +23+1.2% | Added |
| Neville Rodie & Shaw Inc | 1,926 | $403.0K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,927 | $402.8K | 0.02% | −30−1.5% | Reduced |
| Silver Coast Investments LLC | 1,926 | $402.6K | 0.12% | −188−8.9% | Reduced |
| Woodward Diversified Capital, LLC | 1,925 | $402.5K | 0.18% | −17−0.9% | Reduced |
| Wealth Management Associates, Inc. | 1,918 | $401.0K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,918 | $400.9K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,917 | $400.7K | 0.09% | +1,917 | New |
| NTV Asset Management LLC | 1,916 | $400.5K | 0.04% | −34−1.7% | Reduced |
| Frederick Financial Consultants, LLC | 1,915 | $400.3K | 0.17% | −8−0.4% | Reduced |
| Thrive Capital Management, LLC | 1,914 | $400.2K | 0.08% | −28−1.4% | Reduced |
| Balentine LLC | 1,909 | $399.1K | 0.01% | +274+16.8% | Added |
| Groesbeck Investment Management Corp | 1,900 | $397.0K | 0.63% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,899 | $396.9K | 0.08% | +1,899 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,814 | $395.9K | 0.24% | 00.0% | Unchanged |
| JB Capital LLC | 1,889 | $394.9K | 0.01% | −48−2.5% | Reduced |
| Coastwise Capital Group, LLC | 1,887 | $394.6K | 0.23% | +352+22.9% | Added |
| Sharp Financial Services, LLC | 1,884 | $393.8K | 0.18% | +18+1.0% | Added |
| AGH Wealth Advisors, LLC | 1,884 | $393.8K | 0.25% | +150+8.7% | Added |
| Acorn Creek Capital LLC | 1,880 | $393.1K | 0.13% | −28−1.5% | Reduced |
| Novem Group | 1,879 | $392.8K | 0.04% | −369−16.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,878 | $392.0K | 0.14% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 1,875 | $391.9K | 0.36% | −300−13.8% | Reduced |
| Osborne Partners Capital Management, LLC | 1,875 | $391.9K | 0.02% | 00.0% | Unchanged |
| Capital Square, LLC | 1,762 | $391.7K | 0.17% | −224−11.3% | Reduced |
| Discipline Wealth Solutions, LLC | 1,874 | $391.6K | 0.03% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 1,855 | $391.4K | 0.04% | +7+0.4% | Added |
| Visionary Horizons, LLC | 1,870 | $390.9K | 0.16% | +1,870 | New |
| D'Orazio & Associates, Inc. | 1,866 | $390.1K | 0.05% | +42+2.3% | Added |
| Tyche Wealth Partners LLC | 1,866 | $390.0K | 0.05% | +51+2.8% | Added |
| ProVise Management Group, LLC | 1,862 | $389.3K | 0.03% | −174−8.5% | Reduced |
| Tower Bridge Advisors | 1,861 | $389.0K | 0.04% | +1,861 | New |
| Spirepoint Private Client, LLC | 1,859 | $388.6K | 0.03% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,859 | $388.6K | 0.23% | +5+0.3% | Added |
| Gold Investment Management Ltd. | 1,856 | $388.0K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 1,852 | $387.1K | 0.02% | +482+35.2% | Added |
| Maltin Wealth Management, Inc. | 1,852 | $387.1K | 0.13% | +103+5.9% | Added |
| Provenance Wealth Advisors, LLC | 1,849 | $386.5K | 0.04% | +1,406+317.4% | Added |
| BKM Wealth Management, LLC | 1,848 | $386.3K | 0.14% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,846 | $385.9K | 0.04% | +18+1.0% | Added |
| Mayport, LLC | 1,844 | $385.4K | 0.06% | +1,844 | New |
| Objective Capital Management, LLC | 1,840 | $384.6K | 0.34% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,839 | $384.4K | 0.04% | +1,839 | New |
| Expressive Wealth LLC | 1,837 | $384.1K | 0.36% | 00.0% | Unchanged |