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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 611 | $127.7K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 610 | $127.5K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 595 | $124.4K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 595 | $124.4K | 0.02% | −19−3.1% | Reduced |
| Ares Financial Consulting, LLC | 594 | $124.2K | 0.09% | +238+66.9% | Added |
| Horrell Capital Management, Inc. | 583 | $121.9K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 579 | $121.0K | 0.00% | +231+66.4% | Added |
| MeadowBrook Investment Advisors LLC | 575 | $120.2K | 0.10% | 00.0% | Unchanged |
| First Financial Corp | 554 | $115.8K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 539 | $112.8K | 0.09% | −197−26.8% | Reduced |
| GoalVest Advisory LLC | 537 | $112.3K | 0.02% | +112+26.4% | Added |
| Delos Wealth Advisors, LLC | 517 | $108.1K | 0.06% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 514 | $107.4K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 504 | $105.4K | 0.05% | −96−16.0% | Reduced |
| Networth Advisors, LLC | 503 | $105.1K | 0.06% | −45−8.2% | Reduced |
| Corsicana & Co. | 500 | $104.5K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 499 | $104.3K | 0.04% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 500 | $104.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 497 | $103.9K | 0.04% | +76+18.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 491 | $102.6K | 0.01% | +114+30.2% | Added |
| Gables Capital Management Inc. | 478 | $99.9K | 0.04% | +375+364.1% | Added |
| Accordant Advisory Group Inc | 470 | $98.2K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 469 | $98.0K | 0.01% | +148+46.1% | Added |
| Tradewinds Capital Management, LLC | 469 | $98.0K | 0.02% | −46−8.9% | Reduced |
| Rakuten Securities, Inc. | 468 | $97.8K | 0.02% | −134−22.3% | Reduced |
| Westfuller Advisors, LLC | 468 | $97.8K | 0.04% | +47+11.2% | Added |
| Ancora Advisors, LLC | 458 | $95.8K | 0.00% | −425−48.1% | Reduced |
| Princeton Global Asset Management LLC | 452 | $94.5K | 0.01% | −2−0.4% | Reduced |
| REAP Financial Group, LLC | 450 | $94.2K | 0.02% | −2−0.4% | Reduced |
| RMG Wealth Management LLC | 427 | $92.9K | 0.01% | +179+72.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $91.9K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 431 | $90.1K | 0.02% | +1+0.2% | Added |
| Covestor Ltd | 430 | $90.0K | 0.05% | −125−22.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 430 | $89.9K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 428 | $89.5K | 0.01% | +38+9.7% | Added |
| Sittner & Nelson, LLC | 421 | $88.0K | 0.03% | −12−2.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 420 | $87.8K | 0.01% | 00.0% | Unchanged |
| Index Technologies Group LLC | 420 | $87.8K | 0.07% | +420 | New |
| True Wealth Design, LLC | 411 | $85.9K | 0.02% | +50+13.9% | Added |
| Solstein Capital, LLC | 399 | $83.4K | 0.03% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 393 | $82.2K | 0.02% | +393 | New |
| Tounjian Advisory Partners, LLC | 382 | $79.9K | 0.03% | −12,280−97.0% | Reduced |
| Roxbury Financial LLC | 378 | $79.1K | 0.06% | +1+0.3% | Added |
| StrongBox Wealth, LLC | 378 | $79.0K | 0.02% | +378 | New |
| First Community Trust NA | 373 | $78.0K | 0.04% | 00.0% | Unchanged |
| Joseph Group Capital Management | 369 | $77.1K | 0.02% | +154+71.6% | Added |
| Essex Investment Management Co LLC | 363 | $75.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 360 | $75.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 359 | $75.0K | 0.04% | +100+38.6% | Added |
| Newton One Investments LLC | 355 | $74.2K | 0.02% | +355 | New |
| Addison Advisors LLC | 351 | $73.4K | 0.03% | −4,710−93.1% | Reduced |
| Gill Capital Partners, LLC | 343 | $71.7K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 339 | $70.9K | 0.06% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 338 | $70.7K | 0.02% | 00.0% | Unchanged |
| Napier Financial, LLC | 338 | $70.7K | 0.01% | −7−2.0% | Reduced |
| Financial Network Wealth Advisors LLC | 335 | $70.0K | 0.07% | −25−6.9% | Reduced |
| McGuire Capital Advisors Inc | 331 | $69.2K | 0.04% | +36+12.2% | Added |
| Horizon Financial Services, LLC | 327 | $68.4K | 0.03% | +153+87.9% | Added |
| Synergy Investment Management, LLC | 334 | $68.2K | 0.02% | +243+267.0% | Added |
| LifeSteps Financial, Inc. | 314 | $65.6K | 0.03% | +314 | New |
| Boreal Capital Management LLC | 310 | $64.8K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 310 | $64.8K | 0.01% | +310 | New |
| Main Street Group, LTD | 307 | $64.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 305 | $63.8K | 0.01% | +67+28.2% | Added |
| Access Investment Management LLC | 303 | $63.3K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 303 | $63.3K | 0.01% | +230+315.1% | Added |
| Maryland Capital Advisors Inc. | 303 | $63.3K | 0.02% | +303 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 301 | $62.9K | 0.02% | +175+138.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 300 | $62.7K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 297 | $62.2K | 0.00% | +47+18.8% | Added |
| Kilter Group LLC | 289 | $60.4K | 0.02% | −48−14.2% | Reduced |
| Paladin Partners, LLC | 289 | $60.4K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 288 | $60.2K | 0.02% | +140+94.6% | Added |
| Arlington Trust Co LLC | 286 | $59.8K | 0.01% | +42+17.2% | Added |
| Miller Wealth Advisors, LLC | 285 | $59.6K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 284 | $59.0K | 0.01% | +49+20.9% | Added |
| Caitlin John, LLC | 277 | $57.9K | 0.03% | +233+529.5% | Added |
| Triumph Capital Management | 276 | $57.8K | 0.01% | +2+0.7% | Added |
| Hickory Point Bank & Trust | 271 | $56.6K | 0.03% | 00.0% | Unchanged |
| McMillan Office, Inc. | 267 | $55.8K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 265 | $55.4K | 0.03% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 260 | $54.4K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 251 | $52.6K | 0.04% | +2+0.8% | Added |
| Dunhill Financial, LLC | 246 | $51.5K | 0.01% | +71+40.6% | Added |
| Atomic Invest LLC | 242 | $51.3K | 0.00% | +28+13.1% | Added |
| Activest Wealth Management | 244 | $50.9K | 0.01% | −379−60.8% | Reduced |
| Highline Wealth Partners LLC | 240 | $50.3K | 0.01% | +48+25.0% | Added |
| Davis Capital Management | 237 | $49.5K | 0.03% | +26+12.3% | Added |
| FWL Investment Management, LLC | 237 | $49.5K | 0.01% | +237 | New |
| Birchwood Financial Partners, Inc. | 236 | $49.3K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 224 | $46.8K | 0.00% | +224 | New |
| Highland Investment Advisors LLC | 220 | $45.9K | 0.02% | +220 | New |
| Meeder Asset Management Inc | 218 | $45.6K | 0.00% | +30+16.0% | Added |
| Eukles Asset Management | 217 | $45.4K | 0.02% | −22−9.2% | Reduced |
| Frazier Financial Advisors, LLC | 215 | $44.9K | 0.02% | −2−0.9% | Reduced |
| Gen-Wealth Partners Inc | 211 | $44.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 388 | $43.4K | 0.01% | +110+39.6% | Added |
| High Note Wealth, LLC | 205 | $42.9K | 0.01% | +11+5.7% | Added |
| 10Elms LLP | 202 | $42.2K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 202 | $42.2K | 0.00% | 00.0% | Unchanged |