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 |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 1,006 | $210.3K | 0.13% | +1,006 | New |
| Galvin, Gaustad & Stein, LLC | 1,003 | $209.7K | 0.02% | +1,003 | New |
| Nestegg Advisors, Inc. | 1,002 | $209.6K | 0.15% | +1,002 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,002 | $209.5K | 0.05% | +1,002 | New |
| Monetary Management Group Inc | 1,000 | $209.0K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 1,000 | $209.0K | 0.07% | 00.0% | Unchanged |
| Parthenon LLC | 1,000 | $209.0K | 0.02% | +1,000 | New |
| Harbour Investment Management LLC | 1,000 | $209.0K | 0.11% | +1,000 | New |
| RW Investment Management LLC | 1,000 | $209.0K | 0.02% | +1,000 | New |
| AF Advisors, Inc. | 1,000 | $209.0K | 0.10% | +1,000 | New |
| Pathway Wealth Management LLC | 1,000 | $209.0K | 0.15% | +1,000 | New |
| Matters Capital LLC | 998 | $208.6K | 0.15% | +998 | New |
| Trillium Asset Management, LLC | 997 | $208.4K | 0.01% | −260−20.7% | Reduced |
| Clark Asset Management, LLC | 996 | $208.2K | 0.02% | +996 | New |
| Centennial Wealth Advisory LLC | 995 | $208.0K | 0.04% | +995 | New |
| PSI Advisors, LLC | 994 | $207.8K | 0.05% | +994 | New |
| Traveka Wealth, LLC | 994 | $207.7K | 0.07% | +994 | New |
| Independent Wealth Network Inc. | 994 | $207.7K | 0.05% | +994 | New |
| Morey & Quinn Wealth Partners, LLC | 993 | $207.6K | 0.13% | +993 | New |
| Stonebridge Financial Group, LLC | 993 | $207.6K | 0.02% | +993 | New |
| Teamwork Financial Advisors, LLC | 992 | $207.4K | 0.02% | +992 | New |
| Financial Plan, Inc. | 992 | $207.4K | 0.02% | +992 | New |
| Cross Staff Investments Inc | 991 | $207.2K | 0.12% | +991 | New |
| Strategic Wealth Advisors LLC | 1,170 | $207.0K | 0.18% | +200+20.6% | Added |
| Vaughan David Investments LLC | 989 | $207.0K | 0.00% | +989 | New |
| Invst, LLC | 988 | $206.6K | 0.02% | +988 | New |
| KG&L Capital Management,LLC | 987 | $206.3K | 0.12% | +987 | New |
| Corps Capital Advisors, LLC | 987 | $206.3K | 0.17% | +987 | New |
| Seeds Investor LLC | 986 | $206.0K | 0.02% | +986 | New |
| Gator Capital Management, LLC | 985 | $205.9K | 0.04% | +985 | New |
| Verus Capital Partners, LLC | 984 | $205.7K | 0.01% | +984 | New |
| Capital Wealth Management, LLC | 983 | $205.5K | 0.05% | +983 | New |
| NorthStar Asset Management LLC | 983 | $205.4K | 0.08% | +983 | New |
| Y.D. More Investments Ltd | 982 | $205.3K | 0.01% | +27+2.8% | Added |
| Laurel Oak Wealth Management, LLC | 981 | $205.1K | 0.03% | +981 | New |
| Altfest L J & Co Inc | 980 | $204.9K | 0.02% | +980 | New |
| Riverview Capital Advisers, LLC | 979 | $204.7K | 0.06% | +979 | New |
| HTG Investment Advisors, Inc. | 977 | $204.2K | 0.05% | −651−40.0% | Reduced |
| Midland Wealth Advisors LLC | 977 | $204.2K | 0.01% | +977 | New |
| Hanson & Doremus Investment Management | 975 | $204.0K | 0.02% | 00.0% | Unchanged |
| BCV Asset Management Inc. | 960 | $203.7K | 0.01% | +960 | New |
| D.B. Root & Company, LLC | 974 | $203.6K | 0.04% | +974 | New |
| Demars Financial Group, LLC | 970 | $202.8K | 0.06% | +970 | New |
| Fidelity D & D Bancorp Inc | 968 | $202.4K | 0.07% | +968 | New |
| Kelly Financial Services LLC | 968 | $202.3K | 0.04% | +968 | New |
| Syntegra Private Wealth Group, LLC | 964 | $201.6K | 0.02% | +964 | New |
| Generation Capital Management LLC | 963 | $201.3K | 0.12% | +963 | New |
| DV Trading LLC | 962 | $201.1K | 0.02% | −3,314−77.5% | Reduced |
| TCP Asset Management, LLC | 962 | $201.1K | 0.02% | +962 | New |
| Adelphi Trust Co | 962 | $201.1K | 0.13% | +962 | New |
| Paulson Wealth Management Inc. | 961 | $200.9K | 0.04% | +961 | New |
| Patron Partners Advisors, LLC | 961 | $200.9K | 0.08% | +961 | New |
| MV Capital Management, Inc. | 960 | $200.7K | 0.02% | −10−1.0% | Reduced |
| Blue Edge Capital, LLC | 959 | $200.5K | 0.02% | −257−21.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 958 | $200.2K | 0.07% | +1+0.1% | Added |
| JT Stratford LLC | 957 | $200.1K | 0.02% | +957 | New |
| WPG Advisers, LLC | 946 | $197.8K | 0.12% | +188+24.8% | Added |
| SOA Wealth Advisors, LLC. | 945 | $197.5K | 0.03% | −39−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 926 | $193.6K | 0.07% | +7+0.8% | Added |
| Custom Index Systems, LLC | 921 | $192.5K | 0.07% | +921 | New |
| Financial Life Planners | 915 | $191.2K | 0.12% | +5+0.5% | Added |
| Wellington Shields & Co., LLC | 911 | $190.4K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 896 | $187.3K | 0.04% | +500+126.3% | Added |
| GGM Financials LLC | 895 | $187.1K | 0.07% | +4+0.4% | Added |
| Gleason Group, Inc. | 893 | $186.8K | 0.02% | +86+10.7% | Added |
| Regatta Research & Money Management | 891 | $186.0K | 0.18% | +891 | New |
| AXS Investments LLC | 883 | $184.6K | 0.05% | −155−14.9% | Reduced |
| Ogorek Anthony Joseph | 875 | $183.0K | 0.05% | +2+0.2% | Added |
| Richardson Financial Services Inc. | 867 | $181.2K | 0.10% | −27−3.0% | Reduced |
| Kozak & Associates, Inc. | 826 | $174.9K | 0.03% | +5+0.6% | Added |
| Cedar Mountain Advisors, LLC | 832 | $173.9K | 0.03% | +702+540.0% | Added |
| Glass Jacobson Investment Advisors llc | 828 | $173.1K | 0.05% | +828 | New |
| Pension & Wealth Management Advisors, Inc. | 825 | $172.7K | 0.05% | −131−13.7% | Reduced |
| Rocky Mountain Advisers, LLC | 823 | $172.0K | 0.04% | +4+0.5% | Added |
| Thompson Investment Management, Inc. | 808 | $168.8K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 800 | $167.2K | 0.15% | 00.0% | Unchanged |
| Sachetta, LLC | 799 | $167.0K | 0.08% | +148+22.7% | Added |
| Cranbrook Wealth Management, LLC | 780 | $163.1K | 0.03% | −8−1.0% | Reduced |
| McDonald Partners LLC | 780 | $163.1K | 0.04% | +780 | New |
| Trust Co | 763 | $159.5K | 0.01% | −200−20.8% | Reduced |
| Vima LLC | 761 | $159.2K | 0.16% | +761 | New |
| Cape Investment Advisory, Inc. | 752 | $157.2K | 0.04% | +752 | New |
| Cornerstone Planning Group LLC | 704 | $153.9K | 0.02% | +90+14.7% | Added |
| Ameliora Wealth Management Ltd. | 724 | $151.3K | 0.04% | 00.0% | Unchanged |
| 1248 Management, LLC | 714 | $149.3K | 0.06% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 711 | $148.6K | 0.01% | +12+1.7% | Added |
| Cornerstone Financial Management LLC | 706 | $147.6K | 0.12% | +70+11.0% | Added |
| Nalls Sherbakoff Group, LLC | 705 | $147.4K | 0.10% | +3+0.4% | Added |
| Bell Investment Advisors, Inc | 702 | $146.7K | 0.02% | +12+1.7% | Added |
| UMA Financial Services, Inc. | 698 | $145.8K | 0.02% | +82+13.3% | Added |
| Murphy & Mullick Capital Management Corp | 693 | $144.8K | 0.09% | +1+0.1% | Added |
| Miller Global Investments, LLC | 686 | $143.4K | 0.12% | +233+51.4% | Added |
| Atlantic Trust, LLC | 683 | $142.8K | 0.02% | −10−1.4% | Reduced |
| Hollencrest Capital Management | 681 | $142.4K | 0.01% | +2+0.3% | Added |
| Fortitude Family Office, LLC | 674 | $140.9K | 0.03% | +23+3.5% | Added |
| Essential Investment Partners LLC | 672 | $140.5K | 0.11% | 00.0% | Unchanged |
| Align Financial, LLC | 649 | $135.7K | 0.07% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 641 | $134.0K | 0.05% | −161−20.1% | Reduced |
| First United Bank Trust | 627 | $131.1K | 0.04% | +59+10.4% | Added |
| Salomon & Ludwin, LLC | 611 | $129.4K | 0.01% | −2−0.3% | Reduced |