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 |
|---|---|---|---|---|---|
| Signature Resources Capital Management, LLC | 45 | $9.41K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 44 | $9.20K | 0.01% | +44 | New |
| Sankala Group LLC | 42 | $9.10K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 43 | $8.99K | 0.00% | +43 | New |
| Breakwater Investment Management | 42 | $8.78K | 0.00% | −120−74.1% | Reduced |
| WestEnd Advisors, LLC | 42 | $8.78K | 0.00% | +3+7.7% | Added |
| HFM Investment Advisors, LLC | 41 | $8.57K | 0.00% | +21+105.0% | Added |
| Ankerstar Wealth, LLC | 40 | $8.36K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 38 | $7.84K | 0.00% | +1+2.7% | Added |
| Costello Asset Management, INC | 36 | $7.53K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 35 | $7.32K | 0.00% | +35 | New |
| Osbon Capital Management LLC | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 27 | $5.64K | 0.01% | +27 | New |
| Acima Private Wealth, LLC | 26 | $5.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 24 | $5.02K | 0.19% | −42−63.6% | Reduced |
| Westend Capital Management, LLC | 23 | $4.81K | 0.00% | −82−78.1% | Reduced |
| PFS Partners, LLC | 23 | $4.81K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 22 | $4.66K | 0.00% | +10+83.3% | Added |
| Key Capital Management, INC | 21 | $4.39K | 0.00% | +9+75.0% | Added |
| JNBA Financial Advisors | 20 | $4.18K | 0.00% | +12+150.0% | Added |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 18 | $3.76K | 0.00% | +18 | New |
| Imprint Wealth LLC | 16 | $3.35K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $3.35K | 0.00% | +16 | New |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $2.52K | 0.00% | −104−89.7% | Reduced |
| Chelsea Counsel Co | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 8 | $2.00K | 0.00% | +8 | New |
| Navigoe, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| 3 Factor Indexing, LLC | 4 | $837 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 4 | $836 | 0.00% | +4 | New |
| Cordant, Inc. | 2 | $471 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| BDF-Gestion | 14,327 | – | – | −1,611−10.1% | Reduced |
| GFS Advisors, LLC | 440 | – | – | +440 | New |
| Investment Research & Advisory Group, Inc. | 18 | – | – | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,295 | – | – | +2,295 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −674,111−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −565,255−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −141,570−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −132,754−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −124,852−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −118,759−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −90,811−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −73,071−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −67,800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,592−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −57,609−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −57,317−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −56,089−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −41,495−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −38,646−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −38,133−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −33,691−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −22,736−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −19,834−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −15,827−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,214−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −11,414−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −11,588−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −11,081−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −8,682−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −6,928−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −5,166−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Directional Asset Management | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |
| Encore Global Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Breakthru Advisory Services, LLC | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Redwood Family Wealth LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |