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 |
|---|---|---|---|---|---|
| Granite Harbor Advisors, Inc. | 1,837 | $384.0K | 0.15% | −85−4.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,827 | $381.9K | 0.03% | −2−0.1% | Reduced |
| Pflug Koory, LLC | 1,824 | $381.3K | 0.15% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,824 | $381.3K | 0.21% | 00.0% | Unchanged |
| GDS Wealth Management | 1,821 | $380.7K | 0.02% | +1,821 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,819 | $380.4K | 0.01% | +182+11.1% | Added |
| Van Hulzen Asset Management, LLC | 1,818 | $380.1K | 0.03% | −108−5.6% | Reduced |
| Drive Wealth Management, LLC | 1,817 | $379.8K | 0.07% | +359+24.6% | Added |
| Bank Ozk | 1,815 | $379.4K | 0.11% | +53+3.0% | Added |
| Wedge Capital Management L L P | 1,813 | $379.0K | 0.01% | −317−14.9% | Reduced |
| Caliber Wealth Management, LLC | 1,811 | $378.6K | 0.04% | −196−9.8% | Reduced |
| Norway Savings Bank | 1,807 | $377.7K | 0.16% | +20+1.1% | Added |
| Entruity Wealth, LLC | 1,801 | $376.5K | 0.24% | +1+0.1% | Added |
| Warwick Investment Management, Inc. | 1,801 | $376.5K | 0.04% | +91+5.3% | Added |
| Reik & Co., LLC | 1,800 | $376.3K | 0.10% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,800 | $376.3K | 0.25% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 1,784 | $373.0K | 0.15% | +1,784 | New |
| Strategic Investment Advisors | 1,783 | $372.7K | 0.02% | +97+5.8% | Added |
| Financial Solutions Advisory Group, Inc. | 1,676 | $372.3K | 0.05% | +450+36.7% | Added |
| Chapin Davis, Inc. | 1,779 | $371.8K | 0.07% | −3,150−63.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,771 | $370.2K | 0.01% | −100−5.3% | Reduced |
| Titleist Asset Management, LLC | 1,771 | $370.1K | 0.02% | +43+2.5% | Added |
| WealthTrust Axiom LLC | 1,770 | $370.0K | 0.08% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 1,769 | $369.7K | 0.11% | +30+1.7% | Added |
| 180 Wealth Advisors, LLC | 1,768 | $369.6K | 0.04% | +342+24.0% | Added |
| Headinvest, LLC | 1,766 | $369.2K | 0.07% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,757 | $367.2K | 0.08% | +32+1.9% | Added |
| Owl Creek Wealth Partners LLC | 1,748 | $365.4K | 0.11% | +25+1.5% | Added |
| Krane Funds Advisors LLC | 1,744 | $364.6K | 0.01% | −296−14.5% | Reduced |
| Capital Performance Advisors LLP | 1,743 | $364.4K | 0.02% | −1,097−38.6% | Reduced |
| Rise Advisors, LLC | 1,742 | $364.2K | 0.10% | −7−0.4% | Reduced |
| BIP Wealth, LLC | 1,738 | $363.4K | 0.01% | +503+40.7% | Added |
| JGP Wealth Management, LLC | 1,736 | $362.9K | 0.03% | −446−20.4% | Reduced |
| Weatherly Asset Management L. P. | 1,732 | $362.0K | 0.03% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,730 | $361.7K | 0.02% | +71+4.3% | Added |
| Clearwater Capital Advisors, LLC | 1,727 | $361.0K | 0.03% | +422+32.3% | Added |
| Central Bank & Trust Co | 1,727 | $361.0K | 0.05% | −40−2.3% | Reduced |
| Phillips Wealth Planners LLC | 1,624 | $360.6K | 0.27% | −69−4.1% | Reduced |
| Curated Wealth Partners LLC | 1,724 | $360.4K | 0.04% | +1,724 | New |
| Traphagen Investment Advisors LLC | 1,719 | $359.3K | 0.03% | +246+16.7% | Added |
| Meramec Financial Planners, LLC | 1,673 | $359.0K | 0.13% | −164−8.9% | Reduced |
| Promethium Advisors,llc | 1,716 | $358.7K | 0.17% | +1,716 | New |
| New World Advisors LLC | 1,716 | $358.7K | 0.06% | +210+13.9% | Added |
| Kennedy Investment Group | 1,715 | $358.5K | 0.12% | +13+0.8% | Added |
| Aries Wealth Management | 1,707 | $356.8K | 0.07% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,701 | $355.5K | 0.03% | +39+2.3% | Added |
| Brave Asset Management Inc | 1,700 | $355.4K | 0.08% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 1,700 | $355.4K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 1,700 | $355.4K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,696 | $354.6K | 0.05% | +1,696 | New |
| Creative Financial Designs Inc | 1,687 | $352.7K | 0.02% | +743+78.7% | Added |
| Tred Avon Family Wealth, LLC | 1,683 | $351.8K | 0.11% | −56−3.2% | Reduced |
| Riversedge Advisors, LLC | 1,682 | $351.6K | 0.05% | +1,682 | New |
| Drucker Wealth 3.0, LLC | 1,681 | $351.4K | 0.06% | +291+20.9% | Added |
| Green Harvest Asset Management LLC | 1,677 | $350.5K | 0.00% | +138+9.0% | Added |
| Highview Capital Management LLC | 1,649 | $344.7K | 0.10% | +1,649 | New |
| Athena Investment Management | 1,647 | $344.3K | 0.20% | −156−8.7% | Reduced |
| Diversified Management Inc | 1,641 | $343.0K | 0.07% | +194+13.4% | Added |
| Armstrong Advisory Group, Inc | 1,638 | $342.5K | 0.02% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,637 | $342.2K | 0.04% | +133+8.8% | Added |
| Natural Investments, LLC | 1,635 | $341.0K | 0.07% | +35+2.2% | Added |
| Godsey & Gibb Associates | 1,626 | $339.9K | 0.03% | 00.0% | Unchanged |
| Auour Investments LLC | 1,614 | $337.4K | 0.10% | −44−2.7% | Reduced |
| Novare Capital Management LLC | 1,612 | $336.9K | 0.02% | +87+5.7% | Added |
| Richard P Slaughter Associates Inc | 1,609 | $336.3K | 0.07% | 00.0% | Unchanged |
| Swiss Re Ltd | 1,609 | $336.3K | 0.03% | +1,379+599.6% | Added |
| Axiom Investment Management LLC | 1,608 | $336.1K | 0.22% | +208+14.9% | Added |
| Tannin Capital LLC | 1,606 | $335.8K | 0.22% | +88+5.8% | Added |
| Legacy Wealth Advisors, LLC | 1,606 | $335.7K | 0.15% | +241+17.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,604 | $335.0K | 0.04% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 1,600 | $334.5K | 0.06% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,600 | $334.5K | 0.12% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,600 | $334.5K | 0.03% | +159+11.0% | Added |
| Northern Oak Wealth Management Inc | 1,598 | $334.0K | 0.04% | 00.0% | Unchanged |
| August Group Capital Ltd | 1,593 | $333.0K | 0.37% | −143−8.2% | Reduced |
| Clear Street Markets LLC | 1,590 | $332.4K | 0.06% | +1,392+703.0% | Added |
| Bingham Private Wealth, LLC | 1,587 | $332.0K | 0.23% | −238−13.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,587 | $331.8K | 0.07% | −49−3.0% | Reduced |
| Syverson Strege & Co | 1,582 | $330.7K | 0.07% | +164+11.6% | Added |
| Powers Advisory Group, LLC | 1,580 | $330.4K | 0.10% | +133+9.2% | Added |
| 49 Wealth Management, LLC | 1,576 | $329.4K | 0.06% | −1,514−49.0% | Reduced |
| Alongside, LLC | 1,576 | $329.4K | 0.06% | +1,576 | New |
| Northwest Quadrant Wealth Management, LLC | 1,571 | $328.4K | 0.06% | +3+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 1,571 | $328.4K | 0.03% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,570 | $328.2K | 0.04% | +1,570 | New |
| Smith, Moore & Co. | 1,570 | $328.2K | 0.02% | +1+0.1% | Added |
| Boyd Watterson Asset Management LLC | 1,566 | $327.3K | 0.09% | −67−4.1% | Reduced |
| Chicago Trust Co NA | 1,562 | $326.5K | 0.05% | +300+23.8% | Added |
| Avail Investment Partners, LLC | 1,561 | $326.3K | 0.25% | +242+18.3% | Added |
| Roof Eidam & Maycock | 1,560 | $326.1K | 0.06% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 1,560 | $326.0K | 0.06% | +1,560 | New |
| Independent Solutions Wealth Management, LLC | 1,558 | $325.7K | 0.04% | +34+2.2% | Added |
| Silverlake Wealth Management LLC | 1,556 | $325.3K | 0.06% | −270−14.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,556 | $325.3K | 0.08% | −70−4.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,555 | $325.0K | 0.15% | +1,555 | New |
| PFG Advisors | 1,553 | $324.6K | 0.02% | −1,167−42.9% | Reduced |
| J2 Capital Management Inc | 1,548 | $323.6K | 0.22% | −370−19.3% | Reduced |
| Washington Trust Bank | 1,546 | $323.2K | 0.02% | −65−4.0% | Reduced |
| Landaas & Co | 1,546 | $323.2K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 1,546 | $323.2K | 0.03% | +1,546 | New |