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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 1,544 | $322.8K | 0.08% | −74−4.6% | Reduced |
| One Wealth Capital Management, LLC | 1,544 | $322.8K | 0.09% | +1,544 | New |
| Collaborative Capital Advisors LLC | 1,543 | $322.6K | 0.20% | +1,543 | New |
| Financial Council Asset Management Inc | 1,543 | $322.5K | 0.10% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 1,541 | $322.1K | 0.10% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,541 | $322.0K | 0.17% | +13+0.9% | Added |
| LJI Wealth Management, LLC | 1,537 | $321.3K | 0.05% | −334−17.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,532 | $320.3K | 0.07% | +222+16.9% | Added |
| Crown Wealth Group, LLC | 1,532 | $320.2K | 0.08% | +48+3.2% | Added |
| Dividend Assets Capital, LLC | 1,531 | $320.0K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,529 | $319.7K | 0.07% | +5+0.3% | Added |
| GHP Investment Advisors, Inc. | 1,529 | $319.6K | 0.01% | −69−4.3% | Reduced |
| Carrera Capital Advisors | 1,529 | $319.5K | 0.05% | −78−4.9% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,528 | $319.4K | 0.18% | +17+1.1% | Added |
| Channel Wealth LLC | 1,522 | $318.2K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,517 | $317.1K | 0.02% | −15−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 1,514 | $316.4K | 0.09% | +3+0.2% | Added |
| STAR Financial Bank | 1,510 | $315.6K | 0.13% | +29+2.0% | Added |
| Cozad Asset Management Inc | 1,508 | $315.2K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,506 | $314.8K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $314.0K | 0.03% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,500 | $313.6K | 0.16% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,500 | $313.6K | 0.15% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,496 | $312.7K | 0.01% | +81+5.7% | Added |
| Oxbow Advisors, LLC | 1,496 | $312.7K | 0.03% | +1,496 | New |
| XML Financial, LLC | 1,490 | $311.5K | 0.02% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,487 | $310.9K | 0.02% | +29+2.0% | Added |
| ARS Wealth Advisors Group, LLC | 1,487 | $310.8K | 0.02% | +1,487 | New |
| Tortuga Wealth Management, Inc | 1,486 | $310.8K | 0.24% | +78+5.5% | Added |
| Peak Retirement Planning, Inc. | 1,486 | $310.6K | 0.05% | +188+14.5% | Added |
| Allied Private Wealth LLC | 1,423 | $310.5K | 0.20% | +1,423 | New |
| ZWJ Investment Counsel Inc | 1,483 | $310.0K | 0.01% | +1,483 | New |
| Trust Co of Oklahoma | 1,480 | $309.4K | 0.08% | +54+3.8% | Added |
| Parkwoods Wealth Partners, LLC | 1,478 | $309.0K | 0.05% | +1,478 | New |
| Bravera Wealth | 1,475 | $308.3K | 0.12% | −78−5.0% | Reduced |
| Patten Group, Inc. | 1,472 | $307.7K | 0.05% | +197+15.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,471 | $307.6K | 0.24% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,469 | $307.1K | 0.04% | +60+4.3% | Added |
| Quarry LP | 1,464 | $306.0K | 0.05% | +1,284+713.3% | Added |
| Long Road Investment Counsel, LLC | 1,461 | $305.4K | 0.11% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,460 | $305.2K | 0.24% | −690−32.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,455 | $304.2K | 0.05% | −266−15.5% | Reduced |
| Peachtree Investment Partners, LLC | 1,453 | $303.7K | 0.10% | +1,453 | New |
| Red Wave Investments LLC | 1,452 | $303.5K | 0.08% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 1,451 | $303.3K | 0.15% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 1,838 | $302.5K | 0.22% | −316−14.7% | Reduced |
| TrustBank | 1,445 | $302.1K | 0.10% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,435 | $299.9K | 0.07% | +5+0.3% | Added |
| Fortis Group Advisors, LLC | 1,434 | $299.8K | 0.05% | −10−0.7% | Reduced |
| Fiducient Advisors LLC | 1,434 | $299.8K | 0.04% | −110−7.1% | Reduced |
| Orrstown Financial Services Inc | 1,434 | $299.8K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,433 | $299.6K | 0.01% | −52−3.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,425 | $297.9K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 1,424 | $297.8K | 0.02% | +52+3.8% | Added |
| Meridian Financial, LLC | 1,423 | $297.5K | 0.14% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,423 | $297.4K | 0.09% | +115+8.8% | Added |
| NewSquare Capital LLC | 1,421 | $297.1K | 0.02% | +1,421 | New |
| Cogent Private Wealth, Inc. | 1,421 | $297.0K | 0.19% | +32+2.3% | Added |
| Pinnacle Financial Group, LLC | 1,417 | $296.2K | 0.07% | +12+0.9% | Added |
| TFC Financial Management | 1,417 | $296.1K | 0.03% | −224−13.7% | Reduced |
| Aletheian Wealth Advisors LLC | 1,416 | $296.0K | 0.13% | +1,416 | New |
| Resources Management Corp | 1,415 | $295.8K | 0.04% | 00.0% | Unchanged |
| StoryOne LLC | 1,415 | $295.8K | 0.14% | +1,415 | Added |
| Storgate, LLC | 1,414 | $295.5K | 0.06% | +1,414 | New |
| Whalerock Point Partners, LLC | 1,410 | $294.7K | 0.05% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 1,408 | $294.3K | 0.24% | +5+0.4% | Added |
| Hanlon Investment Management, Inc. | 1,405 | $293.7K | 0.16% | +44+3.2% | Added |
| 626 Financial, LLC | 1,404 | $293.5K | 0.11% | 00.0% | Unchanged |
| Embree Financial Group | 1,399 | $292.4K | 0.03% | +146+11.7% | Added |
| Indiana Trust & Investment Management CO | 1,394 | $291.4K | 0.08% | 00.0% | Unchanged |
| AMG Asset Management Group, Inc. | 1,394 | $291.4K | 0.18% | +98+7.6% | Added |
| Firethorn Wealth Partners, LLC | 1,388 | $290.2K | 0.09% | +13+0.9% | Added |
| Spears Abacus Advisors LLC | 1,388 | $290.1K | 0.01% | −66−4.5% | Reduced |
| Wealth Architects, LLC | 1,387 | $289.9K | 0.02% | −101−6.8% | Reduced |
| Platform Technology Partners | 1,387 | $289.9K | 0.05% | +10+0.7% | Added |
| Beck Capital Management, LLC | 1,384 | $289.3K | 0.05% | +1,384 | New |
| Tobam | 1,383 | $289.0K | 0.07% | +51+3.8% | Added |
| Keating Financial Advisory Services, Inc. | 1,381 | $288.7K | 0.04% | +287+26.2% | Added |
| Pitti Group Wealth Management, LLC | 1,372 | $286.8K | 0.21% | +2+0.1% | Added |
| CRA Financial Services, LLC | 1,371 | $286.7K | 0.03% | +111+8.8% | Added |
| Wallace Advisory Group, LLC | 1,369 | $286.2K | 0.27% | −248−15.3% | Reduced |
| Elevated Capital Advisors, LLC | 1,368 | $286.0K | 0.08% | −945−40.9% | Reduced |
| Sunbeam Capital Management, LLC | 1,365 | $285.3K | 0.13% | +106+8.4% | Added |
| Act Wealth Management, LLC | 1,363 | $284.9K | 0.08% | +13+1.0% | Added |
| Dakota Community Bank & Trust NA | 1,362 | $284.7K | 0.88% | −34−2.4% | Reduced |
| Manchester Capital Management LLC | 1,361 | $284.5K | 0.04% | −74−5.2% | Reduced |
| Alpine Global Management, LLC | 1,359 | $284.1K | 0.05% | +1,359 | New |
| Silvant Capital Management LLC | 1,357 | $283.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,355 | $283.2K | 0.05% | −9−0.7% | Reduced |
| Citizens National Bank Trust Department | 1,350 | $282.2K | 0.04% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,349 | $282.0K | 0.05% | +1,349 | New |
| Thoroughbred Financial Services, LLC | 1,349 | $281.0K | 0.01% | +60+4.7% | Added |
| RVW Wealth, LLC | 1,343 | $280.7K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,338 | $279.7K | 0.19% | −466−25.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,338 | $279.7K | 0.01% | −9−0.7% | Reduced |
| GatePass Capital, LLC | 1,335 | $279.1K | 0.11% | +52+4.1% | Added |
| Shum Financial Group, Inc. | 1,329 | $277.8K | 0.17% | −7−0.5% | Reduced |
| Money Concepts Capital Corp | 1,325 | $277.1K | 0.01% | +77+6.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,319 | $275.7K | 0.05% | −300−18.5% | Reduced |
| Pointe Capital Management LLC | 1,317 | $275.3K | 0.12% | 00.0% | Unchanged |