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; 2,745 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
- 2,745
- +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
- 946 more reduced
35 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 | 2,745 | $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 |
|---|---|---|---|---|---|
| Blair William & Co | 202,578 | $42.3M | 0.11% | +46,418+29.7% | Added |
| Ethic Inc. | 200,383 | $41.9M | 0.52% | +1,117+0.6% | Added |
| NFJ Investment Group, LLC | 199,329 | $41.7M | 1.42% | +57,933+41.0% | Added |
| Man Group plc | 198,826 | $41.6M | 0.08% | −180,113−47.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 197,896 | $41.4M | 4.75% | +230.0% | Added |
| Rakuten Investment Management, Inc. | 195,276 | $41.3M | 0.12% | +17,517+9.9% | Added |
| Chilton Capital Management LLC | 195,275 | $40.8M | 1.29% | −87,812−31.0% | Reduced |
| NEOS Investment Management LLC | 194,970 | $40.8M | 0.15% | +21,350+12.3% | Added |
| Empowered Funds, LLC | 194,020 | $40.6M | 0.21% | −58,768−23.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 191,034 | $39.9M | 0.27% | +7,050+3.8% | Added |
| LVM Capital Management Ltd | 190,045 | $39.7M | 3.32% | −1,419−0.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 190,021 | $39.7M | 0.90% | +124+0.1% | Added |
| Bailard, Inc. | 189,664 | $39.6M | 0.81% | −1,296−0.7% | Reduced |
| Hosking Partners LLP | 188,286 | $39.4M | 1.31% | −3,231−1.7% | Reduced |
| Pathstone Holdings, LLC | 186,589 | $39.1M | 0.11% | +10,508+6.0% | Added |
| Capital International Inc | 185,385 | $38.8M | 0.27% | +43,821+31.0% | Added |
| Wealthfront Advisers LLC | 184,586 | $38.6M | 0.07% | +7,913+4.5% | Added |
| Brown Advisory Inc | 184,523 | $38.6M | 0.06% | +13,214+7.7% | Added |
| Sapient Capital LLC | 181,301 | $37.9M | 0.50% | +171,225+1,699.3% | Added |
| NewEdge Wealth, LLC | 181,267 | $37.9M | 0.38% | +164,971+1,012.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 181,083 | $37.9M | 0.24% | −125−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,283 | $37.7M | 0.26% | +3,417+1.9% | Added |
| Assetmark, Inc | 179,567 | $37.5M | 0.06% | +7,842+4.6% | Added |
| Midwest Trust Co | 177,944 | $37.2M | 0.42% | +421+0.2% | Added |
| British Columbia Investment Management Corp | 177,654 | $37.1M | 0.23% | +14,026+8.6% | Added |
| Conning Inc. | 177,117 | $37.0M | 1.11% | −48,560−21.5% | Reduced |
| Captrust Financial Advisors | 176,155 | $36.8M | 0.06% | +800.0% | Added |
| Maple Capital Management, Inc. | 175,947 | $36.8M | 2.18% | −5,423−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 176,111 | $36.6M | 0.04% | +47,158+36.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 173,994 | $36.3M | 0.15% | +17,659+11.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 173,556 | $36.3M | 0.08% | +10,577+6.5% | Added |
| Gabelli Funds LLC | 172,997 | $36.2M | 0.23% | −8,443−4.7% | Reduced |
| Walleye Capital LLC | 170,288 | $35.6M | 0.17% | +109,386+179.6% | Added |
| Utah Retirement Systems | 170,166 | $35.6M | 0.34% | −14,286−7.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 169,559 | $35.4M | 0.24% | +14,021+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 169,210 | $35.4M | 0.27% | −5,751−3.3% | Reduced |
| Picton Mahoney Asset Management | 168,259 | $35.2M | 0.32% | −17,971−9.6% | Reduced |
| Pittenger & Anderson Inc | 167,570 | $35.0M | 1.25% | +6,745+4.2% | Added |
| New York Life Investment Management LLC | 166,946 | $34.9M | 0.24% | −3,201−1.9% | Reduced |
| Hallmark Capital Management Inc | 166,230 | $34.7M | 2.01% | +255+0.2% | Added |
| BSN Capital Partners Ltd | 161,268 | $34.2M | 1.55% | +161,268 | New |
| Westwood Holdings Group Inc. | 162,385 | $33.9M | 0.26% | +160,768+9,942.4% | Added |
| Payden & Rygel | 161,100 | $33.7M | 2.58% | −400−0.2% | Reduced |
| Umb Bank N A | 159,718 | $33.4M | 0.42% | −6,319−3.8% | Reduced |
| Sanctuary Advisors, LLC | 159,334 | $33.3M | 0.15% | +2,918+1.9% | Added |
| Macquarie Group Ltd | 159,067 | $33.2M | 0.14% | +20,478+14.8% | Added |
| Nissay Asset Management Corp | 158,733 | $33.2M | 0.14% | +5,911+3.9% | Added |
| Boston Common Asset Management, LLC | 158,039 | $33.0M | 1.96% | −1,910−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 155,543 | $32.5M | 0.61% | +155,543 | New |
| Vontobel Holding Ltd. | 155,485 | $32.5M | 0.11% | +2,885+1.9% | Added |
| Omers Administration Corp | 154,825 | $32.4M | 0.19% | +67,040+76.4% | Added |
| Fred Alger Management, LLC | 154,303 | $32.3M | 0.11% | +5,699+3.8% | Added |
| TCG Advisory Services, LLC | 153,261 | $32.0M | 0.59% | +6,189+4.2% | Added |
| NorthCrest Asset Manangement, LLC | 143,969 | $32.0M | 0.82% | +3,811+2.7% | Added |
| Andra AP-fonden | 150,920 | $31.5M | 0.36% | −22,300−12.9% | Reduced |
| Kestra Private Wealth Services, LLC | 150,080 | $31.4M | 0.35% | −1,310−0.9% | Reduced |
| Glenmede Trust Co NA | 149,917 | $31.3M | 0.14% | −865−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 149,260 | $31.2M | 0.19% | −14,044−8.6% | Reduced |
| Abn Amro Investment Solutions | 148,712 | $31.1M | 0.27% | −5,711−3.7% | Reduced |
| Panagora Asset Management Inc | 148,130 | $31.0M | 0.09% | +45,834+44.8% | Added |
| Oregon Public Employees Retirement Fund | 147,400 | $30.8M | 0.33% | +9,559+6.9% | Added |
| State of Alaska, Department of Revenue | 146,487 | $30.6M | 0.30% | −5,090−3.4% | Reduced |
| Generali Asset Management SPA SGR | 146,152 | $30.6M | 0.55% | +14,924+11.4% | Added |
| Argent Trust Co | 146,072 | $30.5M | 0.88% | −619−0.4% | Reduced |
| Mutual of America Capital Management LLC | 145,748 | $30.5M | 0.30% | +2,044+1.4% | Added |
| Abner Herrman & Brock LLC | 145,011 | $30.3M | 2.88% | −12,711−8.1% | Reduced |
| Oak Harvest Investment Services | 144,642 | $30.2M | 2.83% | +13,979+10.7% | Added |
| Harvest Portfolios Group Inc. | 144,324 | $30.2M | 0.43% | −12,014−7.7% | Reduced |
| Perpetual Ltd | 144,225 | $30.1M | 0.43% | −6,309−4.2% | Reduced |
| SCS Capital Management LLC | 144,148 | $30.1M | 0.28% | −950−0.7% | Reduced |
| TIAA Wealth Investment Management LLC | 140,357 | $29.3M | 0.20% | −1,850−1.3% | Reduced |
| Appleton Partners Inc | 139,249 | $29.1M | 1.78% | −10,967−7.3% | Reduced |
| LGT Capital Partners Ltd. | 138,580 | $29.0M | 1.47% | +2,386+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 135,636 | $28.4M | 0.24% | +32,478+31.5% | Added |
| OP Asset Management Ltd | 132,619 | $27.7M | 0.30% | +9,895+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 131,698 | $27.5M | 0.01% | −1,516−1.1% | Reduced |
| Yousif Capital Management, LLC | 130,397 | $27.3M | 0.31% | −10,684−7.6% | Reduced |
| Kestra Advisory Services, LLC | 128,608 | $26.9M | 0.09% | −17,314−11.9% | Reduced |
| Trexquant Investment LP | 128,046 | $26.8M | 0.17% | +105,941+479.3% | Added |
| Telos Capital Management, Inc. | 126,507 | $26.4M | 2.33% | −4,366−3.3% | Reduced |
| Jupiter Asset Management Ltd | 125,116 | $26.2M | 0.13% | +36,703+41.5% | Added |
| Clearbridge Investments, LLC | 125,079 | $26.1M | 0.02% | −30,856−19.8% | Reduced |
| Liontrust Investment Partners LLP | 124,651 | $26.1M | 0.38% | +55,228+79.6% | Added |
| Capital Analysts, LLC | 121,253 | $25.3M | 0.58% | −1,398−1.1% | Reduced |
| Covea Finance | 119,970 | $25.1M | 0.79% | +2,400+2.0% | Added |
| HRT Financial LP | 119,684 | $25.0M | 0.05% | −77,868−39.4% | Reduced |
| Apollon Wealth Management, LLC | 119,174 | $24.9M | 0.30% | +2,866+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 117,967 | $24.7M | 0.58% | −8,266−6.5% | Reduced |
| Nexus Investment Management ULC | 117,027 | $24.5M | 3.19% | −2,751−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 116,631 | $24.4M | 0.54% | +68,273+141.2% | Added |
| Edgar Lomax Co | 115,605 | $24.2M | 1.81% | −10,370−8.2% | Reduced |
| iA Global Asset Management Inc. | 114,454 | $23.9M | 0.28% | +7,597+7.1% | Added |
| Copeland Capital Management, LLC | 114,388 | $23.9M | 0.49% | −20,638−15.3% | Reduced |
| Elo Mutual Pension Insurance Co | 112,450 | $23.5M | 0.30% | +5,028+4.7% | Added |
| Bridger Management, LLC | 112,293 | $23.5M | 15.64% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 112,084 | $23.4M | 0.13% | −531−0.5% | Reduced |
| RMB Capital Management, LLC | 111,524 | $23.3M | 0.36% | −1,773−1.6% | Reduced |
| Lyell Wealth Management, LP | 111,062 | $23.2M | 1.42% | +1,066+1.0% | Added |
| IMC-Chicago, LLC | 109,930 | $23.0M | 0.21% | +11,301+11.5% | Added |
| Prudential PLC | 109,865 | $23.0M | 0.16% | −22,985−17.3% | Reduced |