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
- +25.6M (+1.9%) vs. Q1 2026
- Total value
- $281.7B
- +$64.4B (+29.6%) vs. Q1 2026
- New holders
- 357
- 1,106 more added
- Sold out
- 91
- 947 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 | $218.1B |
| 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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 109,842 | $23.0M | 0.13% | −2,706−2.4% | Reduced |
| Mediolanum International Funds Ltd | 108,104 | $22.9M | 0.20% | +30,730+39.7% | Added |
| Bokf, NA | 108,364 | $22.7M | 0.31% | +7,211+7.1% | Added |
| Aptus Capital Advisors, LLC | 106,948 | $22.4M | 0.16% | +2,641+2.5% | Added |
| Merit Financial Group, LLC | 106,437 | $22.2M | 0.14% | +6,200+6.2% | Added |
| Cornerstone Advisors, LLC | 106,343 | $22.2M | 0.73% | +106,343 | New |
| Illinois Municipal Retirement Fund | 106,161 | $22.2M | 0.25% | −27,059−20.3% | Reduced |
| Haverford Trust Co | 105,346 | $22.0M | 0.19% | −3,575−3.3% | Reduced |
| New Republic Capital, LLC | 105,260 | $22.0M | 5.07% | +1,245+1.2% | Added |
| SRS Capital Advisors, Inc. | 105,002 | $21.9M | 0.15% | +62,731+148.4% | Added |
| Hartline Investment Corp | 103,805 | $21.7M | 1.89% | +20,468+24.6% | Added |
| Allstate Corp | 102,906 | $21.5M | 0.21% | +34,712+50.9% | Added |
| Fideuram Asset Management (Ireland) dac | 99,008 | $21.4M | 0.42% | +95,653+2,851.1% | Added |
| Steward Partners Investment Advisory, LLC | 102,435 | $21.4M | 0.11% | +15,793+18.2% | Added |
| Nixon Peabody Trust Co | 102,145 | $21.4M | 1.51% | −3,245−3.1% | Reduced |
| TriCert Investment Counsel Inc. | 101,020 | $21.1M | 1.97% | +101,020 | New |
| La Banque Postale Asset Management SA | 100,884 | $21.1M | 0.21% | +57,746+133.9% | Added |
| Gamco Investors, Inc. Et Al | 100,177 | $20.9M | 0.19% | −7,165−6.7% | Reduced |
| JBF Capital, Inc. | 100,000 | $20.9M | 2.74% | +75,000+300.0% | Added |
| Jane Street Group, LLC | 98,462 | $20.6M | 0.01% | −90,805−48.0% | Reduced |
| Nomura Holdings Inc | 98,199 | $20.5M | 0.09% | +55,803+131.6% | Added |
| Natixis | 97,404 | $20.4M | 0.10% | −518,322−84.2% | Reduced |
| American Assets Investment Management, LLC | 132,000 | $20.2M | 1.22% | 00.0% | Unchanged |
| Howe & Rusling Inc | 95,693 | $20.0M | 1.16% | +1,047+1.1% | Added |
| Delta Global Management LP | 95,521 | $20.0M | 2.17% | +95,521 | New |
| Viking Fund Management LLC | 95,000 | $19.9M | 1.78% | 00.0% | Unchanged |
| Avanza Fonder AB | 94,842 | $19.8M | 0.43% | +6,494+7.4% | Added |
| Toroso Investments, LLC | 94,798 | $19.8M | 0.05% | +18,848+24.8% | Added |
| Blue Chip Partners, Inc. | 94,423 | $19.7M | 1.25% | −3,041−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 94,285 | $19.7M | 0.10% | +68,010+258.8% | Added |
| Mizuho Securities USA LLC | 93,847 | $19.6M | 0.32% | +21,115+29.0% | Added |
| GW Henssler & Associates Ltd | 93,644 | $19.6M | 0.87% | −1,894−2.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 93,306 | $19.5M | 0.98% | +1,246+1.4% | Added |
| Pacer Advisors, Inc. | 93,186 | $19.5M | 0.05% | +32,922+54.6% | Added |
| Artemis Investment Management LLP | 93,180 | $19.5M | 0.17% | +93,180 | New |
| Connors Investor Services Inc | 93,141 | $19.5M | 1.69% | −209−0.2% | Reduced |
| Investment Management Corp of Ontario | 93,032 | $19.4M | 0.25% | −9,300−9.1% | Reduced |
| Baxter Bros Inc | 92,381 | $19.3M | 2.23% | −827−0.9% | Reduced |
| KTF Investments, LLC | 92,071 | $19.2M | 1.95% | +2,385+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 91,808 | $19.2M | 0.15% | −23,782−20.6% | Reduced |
| Voleon Capital Management LP | 91,604 | $19.1M | 0.35% | −77,096−45.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 91,292 | $19.1M | 0.23% | +5,339+6.2% | Added |
| ASR Vermogensbeheer N.V. | 90,790 | $19.0M | 0.20% | −68,004−42.8% | Reduced |
| Allianz SE | 90,307 | $18.9M | 0.20% | +1,400+1.6% | Added |
| Gulf International Bank (UK) Ltd | 90,308 | $18.9M | 0.37% | −1,456−1.6% | Reduced |
| Brinker Capital Investments, LLC | 88,496 | $18.5M | 0.14% | +1,153+1.3% | Added |
| Calamos Wealth Management LLC | 87,789 | $18.4M | 0.56% | −2,092−2.3% | Reduced |
| J. Safra Sarasin Holding AG | 92,525 | $18.2M | 0.26% | +9,532+11.5% | Added |
| Lowe Brockenbrough & Co Inc | 85,888 | $18.0M | 0.80% | −2,127−2.4% | Reduced |
| Kinneret Advisory, LLC | 85,516 | $17.9M | 1.45% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 85,487 | $17.9M | 0.27% | +578+0.7% | Added |
| Alyeska Investment Group, L.P. | 85,408 | $17.9M | 0.05% | −1,038,081−92.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 85,138 | $17.8M | 0.61% | −1,000−1.2% | Reduced |
| Level Four Advisory Services, LLC | 84,606 | $17.7M | 0.50% | −79−0.1% | Reduced |
| Saudi Central Bank | 82,950 | $17.3M | 0.23% | +39,127+89.3% | Added |
| Venture Visionary Partners LLC | 81,473 | $17.0M | 0.47% | +7,162+9.6% | Added |
| BTC Capital Management, Inc. | 81,060 | $16.9M | 1.03% | −21,486−21.0% | Reduced |
| Rockland Trust Co | 80,630 | $16.9M | 0.66% | −1,499−1.8% | Reduced |
| German American Bancorp, Inc. | 80,223 | $16.8M | 1.26% | −514−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 79,775 | $16.7M | 0.31% | +2,005+2.6% | Added |
| Norinchukin Bank, The | 79,708 | $16.7M | 0.16% | +6,351+8.7% | Added |
| Banque Pictet & Cie SA | 79,584 | $16.6M | 0.17% | +292+0.4% | Added |
| Savant Capital, LLC | 87,237 | $16.4M | 0.05% | +43,129+97.8% | Added |
| Concurrent Investment Advisors, LLC | 78,004 | $16.3M | 0.14% | +15,315+24.4% | Added |
| Axxcess Wealth Management, LLC | 77,827 | $16.3M | 0.26% | +77,827 | New |
| Ieq Capital, LLC | 77,021 | $16.1M | 0.07% | −67,784−46.8% | Reduced |
| AIA Group Ltd | 76,804 | $16.1M | 0.20% | −48,588−38.7% | Reduced |
| Eagle Capital Management LLC | 76,500 | $16.0M | 0.05% | −3,088−3.9% | Reduced |
| McGuire Investment Group, LLC | 75,996 | $15.9M | 1.39% | +104+0.1% | Added |
| Groupe la Francaise | 75,516 | $15.8M | 0.19% | +21,885+40.8% | Added |
| Atria Investments LLC | 75,523 | $15.8M | 0.16% | +1,418+1.9% | Added |
| Emerald Investment Advisers, LLC | 75,241 | $15.7M | 1.05% | +11,926+18.8% | Added |
| Fiduciary Alliance LLC | 74,707 | $15.6M | 1.06% | −5,084−6.4% | Reduced |
| Vise Technologies, Inc. | 73,977 | $15.5M | 0.18% | +25,991+54.2% | Added |
| Park Avenue Securities LLC | 73,558 | $15.4M | 0.10% | +3,563+5.1% | Added |
| Wesbanco Bank Inc | 73,075 | $15.3M | 0.38% | +454+0.6% | Added |
| Strategic Planning Group, LLC | 72,568 | $15.2M | 1.65% | +1,929+2.7% | Added |
| Intech Investment Management LLC | 72,476 | $15.2M | 0.14% | −8,380−10.4% | Reduced |
| HM Payson & Co | 72,349 | $15.1M | 0.20% | +62,846+661.3% | Added |
| Kentucky Retirement Systems | 71,622 | $15.0M | 0.37% | −42,763−37.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 70,839 | $14.8M | 0.70% | +4,007+6.0% | Added |
| Eastern Bank | 70,264 | $14.7M | 0.22% | +4,497+6.8% | Added |
| Private Advisor Group, LLC | 69,779 | $14.6M | 0.07% | −8,034−10.3% | Reduced |
| Brookstone Capital Management | 69,561 | $14.5M | 0.15% | +46,947+207.6% | Added |
| Rokos Capital Management LLP | 69,301 | $14.5M | 0.18% | −167,420−70.7% | Reduced |
| D.A. Davidson & Co. | 69,210 | $14.5M | 0.08% | −264−0.4% | Reduced |
| Citizens Financial Group Inc | 69,062 | $14.4M | 0.17% | +3,353+5.1% | Added |
| Westbourne Investment Advisors, Inc. | 68,596 | $14.3M | 3.95% | −2,776−3.9% | Reduced |
| Guggenheim Capital LLC | 67,657 | $14.1M | 0.09% | +2,745+4.2% | Added |
| Diversified Trust Co | 66,996 | $14.0M | 0.22% | +16,004+31.4% | Added |
| Premier Fund Managers Ltd | 65,800 | $13.9M | 1.26% | +65,800 | New |
| Hartford Investment Management Co | 66,298 | $13.9M | 0.39% | −2,381−3.5% | Reduced |
| New Age Alpha Advisors, LLC | 66,065 | $13.8M | 0.59% | −1,786−2.6% | Reduced |
| Alley Investment Management Company, LLC | 65,293 | $13.6M | 1.59% | −2,539−3.7% | Reduced |
| Burns J W & Co Inc | 65,104 | $13.6M | 1.42% | −864−1.3% | Reduced |
| Massmutual Trust Co FSB | 64,118 | $13.4M | 0.35% | −5,239−7.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 63,810 | $13.3M | 0.42% | −2,099−3.2% | Reduced |
| Hourglass Capital, LLC | 63,520 | $13.3M | 2.61% | −580−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 62,963 | $13.2M | 0.70% | −7,984−11.3% | Reduced |
| Vident Advisory, LLC | 61,891 | $12.9M | 0.10% | −21,277−25.6% | Reduced |