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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 1,127 | $235.6K | 0.02% | +1,127 | New |
| GSG Advisors LLC | 1,125 | $235.2K | 0.05% | +1,125 | New |
| FDx Advisors, Inc. | 1,122 | $235.0K | 0.07% | −370−24.8% | Reduced |
| Hofer & Associates. Inc | 1,124 | $235.0K | 0.11% | +1,124 | New |
| CCG Wealth Management, LLC | 1,124 | $235.0K | 0.05% | +1,124 | New |
| Stonebridge Financial Planning Group, LLC | 1,120 | $234.1K | 0.07% | +1,120 | New |
| Strid Group, LLC | 1,118 | $233.8K | 0.03% | +1,118 | New |
| Trust Co of Virginia | 1,116 | $233.3K | 0.02% | +1,116 | New |
| Norris Perne & French LLP | 1,115 | $233.1K | 0.01% | +1,115 | New |
| Granite Islands Private Wealth, LLC | 1,130 | $233.0K | 0.17% | +1,130 | New |
| Curran Financial Partners, LLC | 1,114 | $232.9K | 0.03% | +1,114 | New |
| Davidson Trust Co | 1,112 | $232.5K | 0.09% | +1,112 | New |
| Colonial Trust Co | 1,106 | $231.2K | 0.03% | −117−9.6% | Reduced |
| Financial Partners Group, Inc | 1,102 | $230.5K | 0.02% | +1,102 | New |
| Inspire Advisors, LLC | 1,101 | $230.2K | 0.02% | +1,101 | New |
| Millstone Evans Group, LLC | 1,101 | $230.2K | 0.12% | +18+1.7% | Added |
| First Western Trust Bank | 1,101 | $230.2K | 0.01% | +1,101 | New |
| Estabrook Capital Management | 1,100 | $229.9K | 0.03% | +1,000+1,000.0% | Added |
| CTC Alternative Strategies, Ltd. | 1,100 | $229.9K | 0.33% | +1,100 | New |
| Burton Enright Welch | 1,100 | $229.9K | 0.03% | +1,100 | New |
| Ullmann Financial Group, Inc. | 1,098 | $229.5K | 0.02% | +1,098 | New |
| RWM Asset Management, LLC | 1,087 | $228.7K | 0.03% | +837+334.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,093 | $228.5K | 0.03% | +1,093 | New |
| LWM Advisory Services, LLC | 1,093 | $228.5K | 0.41% | +1,093 | New |
| Kapstone Financial Advisors LLC | 1,091 | $228.1K | 0.10% | +1,091 | New |
| CMT Capital Markets Trading GmbH | 1,093 | $228.0K | 0.12% | −2,479−69.4% | Reduced |
| Granite Investment Partners, LLC | 1,090 | $227.9K | 0.01% | +1,090 | New |
| Aberdeen Wealth Management LLC | 1,087 | $227.2K | 0.11% | +1,087 | New |
| Pioneer Trust Bank N A | 1,085 | $226.8K | 0.05% | +1,085 | New |
| Real Talk Capital, LLC | 1,084 | $226.6K | 0.17% | +1,084 | New |
| Cottonwood Capital Advisors, LLC | 1,084 | $226.5K | 0.14% | +1,084 | New |
| Semus Wealth Partners LLC | 1,083 | $226.4K | 0.11% | +1,083 | New |
| Holistic Financial Partners | 1,081 | $226.0K | 0.14% | −758−41.2% | Reduced |
| Scissortail Wealth Management, LLC | 1,081 | $226.0K | 0.04% | +1,081 | New |
| Optivise Advisory Services LLC | 1,081 | $225.9K | 0.11% | +1,081 | New |
| First Financial Bankshares Inc | 1,080 | $225.8K | 0.00% | +1,080 | New |
| Smithbridge Asset Management Inc | 1,080 | $225.8K | 0.03% | +1,080 | New |
| Empirical Asset Management, LLC | 1,072 | $224.2K | 0.05% | +1,072 | New |
| Garrett Wealth Advisory Group, LLC | 1,069 | $223.5K | 0.03% | +1,069 | New |
| Affinity Capital Advisors, LLC | 1,006 | $223.4K | 0.03% | +1,006 | New |
| Worth Financial Advisory Group, LLC | 1,068 | $223.3K | 0.09% | +1,068 | New |
| Warburton Capital Management, LLC | 1,069 | $223.0K | 0.09% | +1,069 | New |
| Massar Capital Management, LP | 1,066 | $222.8K | 0.08% | +1,066 | New |
| Keystone Wealth Services, LLC | 1,063 | $222.1K | 0.04% | +1,063 | New |
| Phillips Financial Management, LLC | 1,062 | $222.0K | 0.02% | +1,062 | New |
| Everest Management Corp. | 1,059 | $221.4K | 0.08% | +1,059 | New |
| Vilga Financial Planning LLC | 1,058 | $221.2K | 0.17% | +1,058 | New |
| GSB Wealth Management, LLC | 1,057 | $221.0K | 0.04% | +1,057 | New |
| General Partner, Inc. | 1,057 | $221.0K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,057 | $221.0K | 0.10% | +1,057 | New |
| Bogart Wealth, LLC | 1,055 | $220.5K | 0.01% | +104+10.9% | Added |
| Charter Research & Investment Group, Inc. | 1,054 | $220.3K | 0.13% | +1,054 | New |
| Invenio Wealth Partners LLC | 1,053 | $220.1K | 0.08% | +1,053 | New |
| Connecticut Capital Management Group, LLC | 1,053 | $220.1K | 0.18% | +1,053 | New |
| Smith Shellnut Wilson LLC | 1,052 | $219.9K | 0.08% | +1,052 | New |
| Sar Wealth Management Group, LLC | 1,051 | $219.8K | 0.11% | +1,051 | New |
| Alpine Bank Wealth Management | 1,050 | $219.5K | 0.03% | +1,050 | New |
| PW Nova Financial Services LLC | 1,050 | $219.5K | 0.05% | +1,050 | New |
| Virtus ETF Advisers LLC | 1,049 | $219.3K | 0.08% | +16+1.5% | Added |
| Jacobs & Co | 1,052 | $219.0K | 0.02% | +1,052 | New |
| PFC Capital Group, Inc. | 1,050 | $219.0K | 0.08% | +1,050 | New |
| Investors Asset Management of Georgia Inc | 1,047 | $218.9K | 0.08% | +1,047 | New |
| Concentrum Wealth Management | 1,047 | $218.9K | 0.05% | +1,047 | New |
| Maia Wealth LLC | 1,047 | $218.9K | 0.03% | +1,047 | New |
| Okabena Investment Services Inc | 1,044 | $218.2K | 0.04% | +1,044 | New |
| Vance Wealth, Inc. | 1,040 | $217.4K | 0.05% | +1,040 | New |
| Cypress Asset Management Inc | 1,040 | $217.4K | 0.04% | +1,040 | New |
| Garrison Point Advisors, LLC | 1,038 | $217.0K | 0.09% | +1,038 | New |
| Hilltop National Bank | 1,037 | $216.8K | 0.05% | −76−6.8% | Reduced |
| Mairs & Power Inc | 1,036 | $216.6K | 0.00% | +1,036 | New |
| Founders Grove Wealth Partners, LLC | 1,034 | $216.1K | 0.04% | +1,034 | New |
| Gilliland Jeter Wealth Management LLC | 1,033 | $216.0K | 0.06% | +1,033 | New |
| Archford Capital Strategies, LLC | 1,033 | $215.9K | 0.02% | +1,033 | New |
| Signature Equity Partners, LLC | 1,033 | $215.9K | 0.10% | −12−1.1% | Reduced |
| Orca Wealth Management, LLC | 1,033 | $215.8K | 0.13% | +1,033 | New |
| Cardiff Park Advisors, LLC | 1,032 | $215.7K | 0.02% | +1,032 | New |
| Ellenbecker Investment Group | 1,031 | $215.7K | 0.03% | +1,031 | New |
| Future Financial Wealth Managment LLC | 1,000 | $215.2K | 0.13% | +1,000 | New |
| Colton Groome Financial Advisors, LLC | 1,025 | $214.2K | 0.05% | +1,025 | New |
| Pring Turner Capital Group Inc | 1,000 | $213.8K | 0.12% | +1,000 | New |
| Clarity Financial LLC | 1,021 | $213.5K | 0.02% | +1,021 | New |
| PKS Advisory Services, LLC | 1,021 | $213.4K | 0.03% | +1,021 | New |
| Vantage Point Financial LLC | 1,020 | $213.3K | 0.07% | +1,020 | New |
| Jackson Square Capital, LLC | 1,019 | $213.0K | 0.03% | +1,019 | New |
| Meridian Wealth Partners, LLC | 1,018 | $212.8K | 0.03% | +1,018 | New |
| Maripau Wealth Management LLC | 1,016 | $212.5K | 0.08% | +1,016 | New |
| Liberty Capital Management, Inc. | 1,015 | $212.2K | 0.04% | +1,015 | New |
| BCJ Capital Management, LLC | 1,015 | $212.2K | 0.01% | +1,015 | New |
| Nvest Financial, LLC | 1,015 | $212.1K | 0.07% | +1,015 | New |
| Arta Finance Wealth Management LLC | 1,014 | $212.0K | 0.09% | +1,014 | New |
| Elevatus Welath Management | 1,014 | $211.9K | 0.05% | +1,014 | New |
| VeraBank, N.A. | 1,012 | $211.5K | 0.04% | +1,012 | New |
| Berman McAleer LLC | 1,012 | $211.5K | 0.02% | +1,012 | New |
| Greenline Wealth Management LLC | 1,012 | $211.4K | 0.17% | +1,012 | New |
| Paladin Advisory Group, LLC | 1,011 | $211.3K | 0.14% | 00.0% | Unchanged |
| Broderick Brian C | 1,011 | $211.3K | 0.03% | +1,011 | New |
| Brio Consultants, LLC | 1,010 | $211.1K | 0.02% | −155−13.3% | Reduced |
| Accuvest Global Advisors | 1,010 | $211.0K | 0.18% | +1,010 | New |
| Carson Advisory Inc. | 1,008 | $210.8K | 0.10% | +1,008 | New |
| Rodgers Brothers Inc. | 1,006 | $210.3K | 0.02% | +1,006 | New |