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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 61,492 | $12.9M | 0.04% | +47,433+337.4% | Added |
| Louisiana State Employees Retirement System | 61,300 | $12.8M | 0.19% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 60,737 | $12.7M | 0.22% | +33+0.1% | Added |
| Oliver Luxxe Assets LLC | 60,635 | $12.7M | 1.87% | −14,408−19.2% | Reduced |
| Laird Norton Trust Company, LLC | 60,596 | $12.7M | 0.24% | −126−0.2% | Reduced |
| Maryland State Retirement & Pension System | 60,485 | $12.6M | 0.22% | +3,442+6.0% | Added |
| Polar Capital Holdings Plc | 59,823 | $12.5M | 0.04% | +5,013+9.1% | Added |
| New Mexico Educational Retirement Board | 59,810 | $12.5M | 0.31% | +3,700+6.6% | Added |
| Ballentine Partners, LLC | 59,629 | $12.5M | 0.15% | +292+0.5% | Added |
| Albion Financial Group | 59,619 | $12.5M | 0.72% | −247−0.4% | Reduced |
| Trifecta Capital Advisors, LLC | 59,132 | $12.4M | 1.59% | −438−0.7% | Reduced |
| Jupiter Wealth Management LLC | 58,807 | $12.3M | 4.92% | +1,550+2.7% | Added |
| Empirical Finance, LLC | 58,732 | $12.3M | 0.51% | −9,916−14.4% | Reduced |
| NatWest Group plc | 58,626 | $12.3M | 2.19% | +351+0.6% | Added |
| Union Bancaire Privee, UBP SA | 64,552 | $12.3M | 0.19% | +3,640+6.0% | Added |
| Montag A & Associates Inc | 58,308 | $12.2M | 0.51% | −1,231−2.1% | Reduced |
| Intact Investment Management Inc. | 58,100 | $12.1M | 0.35% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 57,981 | $12.1M | 0.47% | −21,633−27.2% | Reduced |
| FORA Capital, LLC | 57,981 | $12.1M | 0.83% | +43,912+312.1% | Added |
| GLOBALT Investments LLC | 57,876 | $12.1M | 0.41% | −1,181−2.0% | Reduced |
| Nordwand Advisors, LLC | 57,869 | $12.1M | 1.85% | +225+0.4% | Added |
| Parallel Advisors, LLC | 57,472 | $12.0M | 0.18% | +1,044+1.9% | Added |
| CAPROCK Group, Inc. | 57,352 | $12.0M | 0.23% | −912−1.6% | Reduced |
| Oppenheimer & Co Inc | 57,070 | $11.9M | 0.13% | −758−1.3% | Reduced |
| DCM Advisors, LLC | 58,482 | $11.9M | 4.70% | −2,541−4.2% | Reduced |
| Equitable Holdings, Inc. | 55,904 | $11.7M | 0.07% | +4,208+8.1% | Added |
| Becker Capital Management Inc | 55,758 | $11.7M | 0.31% | +120.0% | Added |
| Coldstream Capital Management Inc | 55,625 | $11.6M | 0.15% | −3,169−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,615 | $11.6M | 0.11% | −18,834−25.3% | Reduced |
| Tradewinds, LLC. | 8,581 | $11.6M | 3.63% | −42,416−83.2% | Reduced |
| Change Path, LLC | 55,217 | $11.5M | 0.25% | +2,474+4.7% | Added |
| Walleye Trading LLC | 54,808 | $11.5M | 0.16% | +28,868+111.3% | Added |
| Assenagon Asset Management S.A. | 54,503 | $11.4M | 0.01% | −4,790−8.1% | Reduced |
| L & S Advisors Inc | 54,325 | $11.4M | 1.17% | +54,325 | New |
| EP Wealth Advisors, LLC | 53,093 | $11.1M | 0.04% | +6,184+13.2% | Added |
| Iowa State Bank | 53,036 | $11.1M | 1.85% | −6,035−10.2% | Reduced |
| XTX Topco Ltd | 52,926 | $11.1M | 0.14% | +31,171+143.3% | Added |
| Brown Brothers Harriman & Co | 52,510 | $11.0M | 0.05% | +17,623+50.5% | Added |
| Old Second National Bank of Aurora | 52,374 | $10.9M | 2.06% | −3,177−5.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,209 | $10.9M | 0.40% | +4,483+9.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 52,042 | $10.9M | 0.65% | +412+0.8% | Added |
| Baugh & Associates, LLC | 51,765 | $10.8M | 4.79% | −11,298−17.9% | Reduced |
| Barometer Capital Management Inc. | 51,720 | $10.8M | 3.00% | +51,720 | New |
| Lorne Steinberg Wealth Management Inc. | 51,656 | $10.8M | 2.22% | +635+1.2% | Added |
| Private Wealth Partners, LLC | 51,545 | $10.8M | 0.77% | +209+0.4% | Added |
| Advocate Group LLC | 51,194 | $10.7M | 1.61% | −5,978−10.5% | Reduced |
| Consolidated Investment Group LLC | 51,040 | $10.7M | 0.93% | 00.0% | Unchanged |
| Interval Partners, LP | 51,020 | $10.7M | 0.34% | −39,782−43.8% | Reduced |
| Aureus Asset Management, LLC | 50,794 | $10.6M | 0.65% | +3,668+7.8% | Added |
| First National Trust Co | 50,793 | $10.6M | 0.36% | +51+0.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 50,759 | $10.6M | 0.60% | −3,040−5.7% | Reduced |
| Siemens Fonds Invest GmbH | 50,625 | $10.6M | 0.52% | −1,886−3.6% | Reduced |
| Loomis Sayles & Co L P | 49,868 | $10.4M | 0.01% | −6,855−12.1% | Reduced |
| United Capital Financial Advisers, LLC | 49,436 | $10.3M | 0.06% | +1,200+2.5% | Added |
| Caption Management, LLC | 49,400 | $10.3M | 0.36% | +38,400+349.1% | Added |
| Horizon Investments, LLC | 49,564 | $10.3M | 0.11% | +6,347+14.7% | Added |
| AlphaCore Capital LLC | 49,209 | $10.3M | 0.19% | +38,764+371.1% | Added |
| Hoey Investments, Inc | 49,186 | $10.3M | 1.36% | +2,155+4.6% | Added |
| Worm Capital, LLC | 48,922 | $10.2M | 7.66% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 48,904 | $10.2M | 1.66% | +5,409+12.4% | Added |
| Metis Global Partners, LLC | 48,640 | $10.2M | 0.23% | +4,338+9.8% | Added |
| Artisan Partners Limited Partnership | 48,437 | $10.1M | 0.02% | −530,367−91.6% | Reduced |
| LDIC Inc. | 48,339 | $10.1M | 6.33% | +48,339 | New |
| Plato Investment Management Ltd | 48,226 | $10.0M | 0.58% | +2,733+6.0% | Added |
| Marvin & Palmer Associates Inc | 47,734 | $9.98M | 6.28% | +47,734 | New |
| Cypress Financial Planning LLC | 47,654 | $9.96M | 2.44% | +9,909+26.3% | Added |
| RSM US Wealth Management LLC | 47,633 | $9.96M | 0.11% | −8,498−15.1% | Reduced |
| Aragon Global Management, LP | 47,250 | $9.88M | 3.74% | +32,100+211.9% | Added |
| SevenBridge Financial Group, LLC | 45,197 | $9.78M | 1.44% | +536+1.2% | Added |
| Joel Isaacson & Co., LLC | 46,639 | $9.75M | 0.28% | −982−2.1% | Reduced |
| Temasek Holdings (Private) Ltd | 46,402 | $9.70M | 0.03% | +46,402 | New |
| Summit Financial, LLC | 46,271 | $9.67M | 0.11% | +3,770+8.9% | Added |
| Global Retirement Partners, LLC | 46,158 | $9.65M | 0.15% | +46,158 | New |
| Cunning Capital Partners, LP | 45,796 | $9.57M | 3.86% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 45,471 | $9.51M | 0.05% | +22,867+101.2% | Added |
| Occidental Asset Management, LLC | 45,379 | $9.49M | 0.94% | +943+2.1% | Added |
| Gotham Asset Management, LLC | 45,373 | $9.48M | 0.02% | +139+0.3% | Added |
| Independent Advisor Alliance | 45,127 | $9.43M | 0.22% | −5,495−10.9% | Reduced |
| Principal Street Partners, LLC | 44,822 | $9.37M | 1.37% | −266−0.6% | Reduced |
| Perigon Wealth Management, LLC | 44,661 | $9.34M | 0.15% | +1,117+2.6% | Added |
| Canada Post Corp Registered Pension Plan | 44,340 | $9.27M | 0.32% | +2,800+6.7% | Added |
| White Pine Investment CO | 44,110 | $9.22M | 1.97% | −856−1.9% | Reduced |
| EFG International AG | 44,114 | $9.22M | 0.17% | +10,171+30.0% | Added |
| Principal Securities, Inc. | 44,097 | $9.22M | 0.11% | −2,857−6.1% | Reduced |
| Sienna Gestion | 42,852 | $9.17M | 0.54% | −3,393−7.3% | Reduced |
| Spence Asset Management | 43,637 | $9.12M | 2.16% | +43,637 | New |
| Envestnet Portfolio Solutions, Inc. | 43,573 | $9.11M | 0.04% | −1,314−2.9% | Reduced |
| Allworth Financial LP | 43,540 | $9.10M | 0.04% | −47,956−52.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 43,373 | $9.07M | 0.28% | +1,172+2.8% | Added |
| Fundamentun, LLC | 43,220 | $9.03M | 0.33% | −449−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 42,627 | $8.91M | 0.21% | +2,510+6.3% | Added |
| Greystone Financial Group, LLC | 42,431 | $8.87M | 2.48% | −1,639−3.7% | Reduced |
| Jain Global LLC | 42,210 | $8.82M | 0.10% | +42,210 | New |
| Trajan Wealth LLC | 42,125 | $8.81M | 0.33% | −1,873−4.3% | Reduced |
| Inspire Trust Co, N.A. | 42,000 | $8.78M | 1.21% | −2,000−4.5% | Reduced |
| Edgestream Partners, L.P. | 41,812 | $8.74M | 0.26% | −43,247−50.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 41,627 | $8.70M | 1.24% | −148−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 41,522 | $8.68M | 0.23% | −611−1.5% | Reduced |
| Ritholtz Wealth Management | 41,371 | $8.65M | 0.13% | +1,171+2.9% | Added |
| Elk River Wealth Management, LLC | 41,332 | $8.64M | 1.38% | −4,092−9.0% | Reduced |