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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 1,316 | $275.1K | 0.02% | −200−13.2% | Reduced |
| Howard Capital Management Group, LLC | 1,316 | $275.1K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,316 | $275.1K | 0.26% | +1,316 | New |
| Capstone Financial Advisors, Inc. | 1,313 | $274.5K | 0.01% | +32+2.5% | Added |
| Foster Victor Wealth Advisors, LLC | 1,204 | $274.1K | 0.01% | −274−18.5% | Reduced |
| Cordoba Advisory Partners LLC | 1,311 | $274.0K | 0.06% | +1,311 | New |
| Planned Solutions, Inc. | 1,310 | $273.8K | 0.08% | +53+4.2% | Added |
| Aviso Wealth Management | 1,306 | $273.0K | 0.11% | +1,306 | New |
| Arvest Bank Trust Division | 1,305 | $272.8K | 0.01% | +88+7.2% | Added |
| Piscataqua Savings Bank | 1,305 | $272.8K | 0.18% | −40−3.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,303 | $272.4K | 0.17% | −188−12.6% | Reduced |
| Genesis Private Wealth, LLC | 1,302 | $272.2K | 0.08% | +74+6.0% | Added |
| Cahill Financial Advisors Inc | 1,300 | $271.8K | 0.03% | +1,300 | New |
| CFO4Life Group, LLC | 1,300 | $271.8K | 0.04% | +62+5.0% | Added |
| Eagle Wealth Advisors LLC | 1,299 | $271.5K | 0.21% | +69+5.6% | Added |
| Lafayette Investments, Inc. | 1,297 | $271.1K | 0.05% | −550−29.8% | Reduced |
| Raleigh Capital Management Inc. | 1,291 | $270.0K | 0.09% | −5−0.4% | Reduced |
| Watershed Private Wealth LLC | 1,289 | $269.5K | 0.08% | +1,289 | New |
| Fiera Capital Corp | 1,285 | $268.6K | 0.00% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,281 | $267.8K | 0.07% | −413−24.4% | Reduced |
| Cedarwood Wealth LLC | 1,276 | $266.7K | 0.20% | +1,276 | New |
| Fire Capital Management LLC | 1,274 | $266.3K | 0.11% | −100−7.3% | Reduced |
| PUREfi Wealth, LLC | 1,271 | $265.7K | 0.15% | +1,271 | New |
| Regatta Capital Group, LLC | 1,271 | $265.6K | 0.04% | 00.0% | Unchanged |
| Old Peak Finance LLC | 1,268 | $265.1K | 0.13% | +1,268 | New |
| Oarsman Capital, Inc. | 1,267 | $264.9K | 0.03% | +1,267 | New |
| Fortis Advisors, LLC | 1,267 | $264.8K | 0.12% | +7+0.6% | Added |
| Farmers & Merchants Investments Inc | 1,266 | $264.6K | 0.01% | +87+7.4% | Added |
| Asset One Wealth Management LLC | 1,157 | $264.5K | 0.03% | −3−0.3% | Reduced |
| Wall Street Access Asset Management, LLC | 1,265 | $264.4K | 0.04% | +541+74.7% | Added |
| SNS Financial Group, LLC | 1,262 | $263.9K | 0.01% | +1,262 | New |
| Fortis Capital Management LLC | 1,260 | $263.3K | 0.03% | +1,260 | New |
| Encompass Wealth Advisors, LLC | 1,259 | $263.2K | 0.08% | +1,259 | New |
| Action Point Financial Planning, LLC | 1,261 | $262.9K | 0.03% | +1,261 | New |
| Xxi Wealth, LLC | 1,251 | $261.5K | 0.12% | +7+0.6% | Added |
| Stephenson & Company, Inc. | 1,249 | $261.1K | 0.12% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,248 | $260.9K | 0.05% | −10−0.8% | Reduced |
| Leisure Capital Management | 1,246 | $260.5K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,246 | $260.5K | 0.02% | +380+43.9% | Added |
| Reicon Wealth Advisors, LLC | 1,242 | $259.7K | 0.16% | +12+1.0% | Added |
| Blalock Williams, LLC | 1,242 | $259.6K | 0.17% | +1,242 | New |
| Total Clarity Wealth Management, Inc. | 1,240 | $259.2K | 0.05% | −81−6.1% | Reduced |
| Walker Asset Management, LLC | 1,237 | $258.6K | 0.13% | +4+0.3% | Added |
| Iron Financial, LLC | 1,235 | $258.3K | 0.11% | +9+0.7% | Added |
| Worth Asset Management, LLC | 1,234 | $257.9K | 0.08% | +1,234 | New |
| Ballast, Inc. | 1,230 | $257.1K | 0.05% | +1,230 | New |
| Sunburst Financial Group, LLC | 1,226 | $256.3K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,223 | $256.0K | 0.03% | +154+14.4% | Added |
| Robinswood Financial LLC | 1,216 | $254.3K | 0.07% | +6+0.5% | Added |
| Allstreet Capital Advisors LLC | 1,212 | $253.4K | 0.16% | +1,212 | New |
| United Advisor Group, LLC | 1,210 | $253.0K | 0.03% | +1,210 | New |
| Wilkins Miller Wealth Management, LLC | 1,210 | $252.9K | 0.14% | +1,210 | New |
| J.Safra Asset Management Corp | 1,209 | $252.7K | 0.01% | −11−0.9% | Reduced |
| Avise Financial Cooperative, Inc. | 1,209 | $252.7K | 0.18% | +1,209 | New |
| nVerses Capital, LLC | 1,202 | $251.3K | 0.39% | +1,202 | New |
| Trace Wealth Advisors, LLC | 1,200 | $250.8K | 0.16% | +1,200 | New |
| Washington Trust Advisors, Inc. | 1,198 | $250.4K | 0.02% | +7+0.6% | Added |
| Uhlmann Price Securities, LLC | 1,198 | $250.4K | 0.01% | +1,198 | New |
| Beto Financial Group, LLC | 1,187 | $250.4K | 0.13% | +39+3.4% | Added |
| Spinnaker Trust | 1,196 | $250.0K | 0.01% | +1,196 | New |
| Ssi Investment Management LLC | 1,196 | $250.0K | 0.01% | +1,196 | New |
| Friday Financial | 1,125 | $249.8K | 0.07% | +1,125 | New |
| Stiles Financial Services Inc | 1,191 | $249.1K | 0.06% | +1,191 | New |
| Forbes J M & Co LLP | 1,186 | $247.9K | 0.02% | +1,186 | New |
| EdgeRock Capital LLC | 1,186 | $247.9K | 0.06% | +1,186 | New |
| Cottage Street Advisors LLC | 1,184 | $247.5K | 0.10% | −88−6.9% | Reduced |
| Compass Wealth Management LLC | 1,184 | $247.5K | 0.05% | +1,184 | New |
| Capstone Wealth Management, LLC | 1,182 | $247.1K | 0.11% | +1,182 | New |
| William Mack & Associates, Inc. | 1,178 | $246.2K | 0.09% | +1,178 | New |
| Saxon Interests, Inc. | 1,178 | $246.2K | 0.07% | −99−7.8% | Reduced |
| Knuff & Co LLC | 1,175 | $245.6K | 0.06% | +1,175 | New |
| National Philanthropic Trust | 1,175 | $245.6K | 0.00% | +1,175 | New |
| Sonoma Allocations LLC | 1,152 | $245.3K | 0.10% | −270−19.0% | Reduced |
| M3 Advisory Group, LLC | 1,173 | $245.2K | 0.13% | +1,173 | New |
| HHM Wealth Advisors, LLC | 1,173 | $245.1K | 0.02% | +103+9.6% | Added |
| Evolution Wealth Advisors, LLC | 1,166 | $243.7K | 0.03% | +1,166 | New |
| Motive Wealth Advisors | 1,162 | $242.9K | 0.10% | −141−10.8% | Reduced |
| Sherman Asset Management, Inc. | 1,162 | $242.9K | 0.19% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 1,159 | $242.3K | 0.07% | +1,159 | New |
| Smith Chas P & Associates Pa Cpas | 1,158 | $242.1K | 0.01% | +1,158 | New |
| Garrett Investment Advisors LLC | 1,158 | $242.1K | 0.02% | +1,158 | New |
| Armstrong, Fleming & Moore, Inc | 1,158 | $242.1K | 0.08% | +1,158 | New |
| Wedgewood Investors Inc | 1,155 | $241.4K | 0.25% | +1,155 | New |
| GK Wealth Management LLC | 1,154 | $241.1K | 0.15% | +1,154 | New |
| Garde Capital, Inc. | 1,153 | $241.0K | 0.01% | +1,153 | New |
| one8zero8, LLC | 1,150 | $240.4K | 0.05% | −100−8.0% | Reduced |
| TPG Advisors LLC | 1,150 | $240.4K | 0.13% | +1,150 | New |
| Whelan Financial | 1,149 | $240.2K | 0.07% | +1,149 | New |
| Fountainhead AM, LLC | 1,147 | $239.8K | 0.18% | −150−11.6% | Reduced |
| Liberty Wealth Management LLC | 1,453 | $239.2K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,142 | $238.7K | 0.02% | +57+5.3% | Added |
| Cannon Financial Strategists, Inc. | 1,141 | $238.5K | 0.03% | +1,141 | New |
| First American Bank | 1,141 | $238.5K | 0.01% | +1,141 | New |
| Stronghold Wealth Management L.L.C. | 1,140 | $238.3K | 0.32% | +1,140 | New |
| Verum Partners LLC | 1,135 | $237.3K | 0.04% | +1,135 | New |
| Millington Financial Advisors, LLC | 1,100 | $237.1K | 0.09% | +1,100 | New |
| Virtue Capital Management, LLC | 1,131 | $236.4K | 0.03% | −234−17.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,131 | $236.4K | 0.03% | +1,131 | New |
| Ingalls & Snyder LLC | 1,127 | $236.0K | 0.01% | +1,127 | New |
| Centurion Wealth Management LLC | 1,128 | $235.7K | 0.06% | −517−31.4% | Reduced |