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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 40,946 | $8.56M | 1.40% | −932−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 40,934 | $8.56M | 0.06% | +7,246+21.5% | Added |
| Sowell Financial Services LLC | 40,917 | $8.55M | 0.28% | +450+1.1% | Added |
| Clearstead Advisors, LLC | 40,871 | $8.54M | 0.08% | +4,461+12.3% | Added |
| Hennessy Advisors Inc | 40,800 | $8.53M | 0.27% | −1,900−4.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 40,700 | $8.51M | 0.21% | −17,056−29.5% | Reduced |
| First Citizens Bank & Trust Co | 40,689 | $8.51M | 0.13% | −1,741−4.1% | Reduced |
| Xcel Wealth Management, LLC | 40,660 | $8.50M | 2.03% | −4,085−9.1% | Reduced |
| City Holding Co | 40,448 | $8.46M | 0.96% | −1,050−2.5% | Reduced |
| Sit Investment Associates Inc | 40,380 | $8.44M | 0.16% | −5,990−12.9% | Reduced |
| Quadrant Capital Group LLC | 40,321 | $8.43M | 0.23% | +1,861+4.8% | Added |
| Osmosis Investment Management UK Ltd | 40,228 | $8.41M | 0.39% | −38,225−48.7% | Reduced |
| Geremia Financial Services, LLC | 40,000 | $8.36M | 8.87% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 39,951 | $8.35M | 0.48% | +6,046+17.8% | Added |
| Capital Investment Counsel, LLC | 39,950 | $8.35M | 1.03% | +636+1.6% | Added |
| Dynamic Advisor Solutions LLC | 39,848 | $8.33M | 0.24% | +3,416+9.4% | Added |
| BOCHK Asset Management Ltd | 39,800 | $8.32M | 1.31% | +13,200+49.6% | Added |
| Hudson Valley Investment Advisors Inc | 39,691 | $8.30M | 1.01% | −4,057−9.3% | Reduced |
| GAMMA Investing LLC | 39,630 | $8.28M | 0.31% | +4,523+12.9% | Added |
| Covenant Asset Management, LLC | 39,592 | $8.28M | 1.47% | +23,111+140.2% | Added |
| Cresset Asset Management, LLC | 39,129 | $8.18M | 0.03% | +4,441+12.8% | Added |
| Bleakley Financial Group, LLC | 38,933 | $8.14M | 0.10% | +4,508+13.1% | Added |
| Morangie Management LLC | 38,623 | $8.07M | 6.71% | −160−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,433 | $8.03M | 0.09% | −63−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 38,149 | $7.97M | 0.45% | +101+0.3% | Added |
| Callan Family Office, LLC | 38,006 | $7.94M | 0.16% | +1,334+3.6% | Added |
| Fifth Third Wealth Advisors LLC | 37,957 | $7.93M | 0.22% | +2,685+7.6% | Added |
| Madison Asset Management, LLC | 37,780 | $7.90M | 0.09% | −5,010−11.7% | Reduced |
| Integrated Advisors Network LLC | 37,324 | $7.80M | 0.36% | +8,263+28.4% | Added |
| Advisory Services Network, LLC | 37,305 | $7.80M | 0.09% | −150.0% | Reduced |
| Van Eck Associates Corp | 37,251 | $7.79M | 0.00% | −1,206−3.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 37,093 | $7.75M | 0.29% | +37,089+927,225.0% | Added |
| Linscomb & Williams, Inc. | 36,949 | $7.72M | 0.33% | −2,172−5.6% | Reduced |
| Shelton Capital Management | 36,863 | $7.71M | 0.14% | −38,374−51.0% | Reduced |
| Cary Street Partners Financial LLC | 36,745 | $7.68M | 0.17% | +1,752+5.0% | Added |
| Stokes Capital Advisors, LLC | 36,469 | $7.62M | 1.63% | −3,104−7.8% | Reduced |
| Beacon Pointe Advisors, LLC | 36,403 | $7.61M | 0.04% | −2,353−6.1% | Reduced |
| Elyxium Wealth, LLC | 35,840 | $7.49M | 0.79% | +32,672+1,031.3% | Added |
| Brasada Capital Management, LP | 35,838 | $7.49M | 1.35% | +738+2.1% | Added |
| Triglav Skladi, D.O.O. | 35,824 | $7.49M | 0.39% | +15,673+77.8% | Added |
| Hamilton Capital Partners Inc. | 35,686 | $7.46M | 0.22% | +3,203+9.9% | Added |
| Stock Yards Bank & Trust Co | 35,666 | $7.46M | 0.21% | −20−0.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 35,610 | $7.44M | 0.86% | −9,821−21.6% | Reduced |
| Commonwealth Retirement Investments LLC | 35,181 | $7.35M | 2.00% | +35,181 | New |
| Sandy Cove Advisors, LLC | 34,988 | $7.31M | 1.83% | +189+0.5% | Added |
| Brentview Investment Management LLC | 34,925 | $7.30M | 2.89% | −6,875−16.4% | Reduced |
| Ibex Wealth Advisors | 34,746 | $7.26M | 0.57% | +26,801+337.3% | Added |
| Carret Asset Management, LLC | 34,516 | $7.22M | 0.63% | +35+0.1% | Added |
| Algert Global LLC | 34,432 | $7.20M | 0.09% | −2,482−6.7% | Reduced |
| South State Corp. | 34,384 | $7.19M | 0.30% | +1,380+4.2% | Added |
| Summit Trail Advisors, LLC | 34,201 | $7.15M | 0.09% | −110.0% | Reduced |
| S&CO Inc | 33,987 | $7.10M | 0.41% | −315−0.9% | Reduced |
| Highland Capital Management, LLC | 33,940 | $7.09M | 0.33% | −100−0.3% | Reduced |
| NBC Securities, Inc. | 33,811 | $7.07M | 0.48% | −373−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 33,444 | $6.99M | 0.07% | +1,408+4.4% | Added |
| Adell Harriman & Carpenter Inc | 33,372 | $6.98M | 0.36% | +50.0% | Added |
| Greenwood Capital Associates LLC | 33,343 | $6.97M | 0.68% | −8,649−20.6% | Reduced |
| Meeder Advisory Services, Inc. | 33,188 | $6.94M | 0.25% | +2,156+6.9% | Added |
| Financial Advisory Service, Inc. | 33,068 | $6.91M | 0.36% | +2,586+8.5% | Added |
| Compagnie Lombard Odier SCmA | 33,061 | $6.91M | 0.07% | −60−0.2% | Reduced |
| North Dakota State Investment Board | 33,037 | $6.91M | 0.28% | −326−1.0% | Reduced |
| Securian Asset Management, Inc | 31,854 | $6.86M | 0.25% | −783−2.4% | Reduced |
| Union Heritage Capital, LLC | 32,814 | $6.86M | 2.33% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 32,640 | $6.82M | 1.78% | −774−2.3% | Reduced |
| LMCG Investments, LLC | 32,607 | $6.82M | 0.37% | −9,095−21.8% | Reduced |
| Everence Capital Management Inc | 32,291 | $6.75M | 0.36% | 00.0% | Unchanged |
| RNC Capital Management LLC | 32,196 | $6.73M | 0.28% | −471−1.4% | Reduced |
| Sigma Planning Corp | 32,153 | $6.72M | 0.17% | −20.0% | Reduced |
| Benjamin Edwards Inc | 31,667 | $6.62M | 0.06% | +1,660+5.5% | Added |
| Glass Wealth Management Co LLC | 31,573 | $6.60M | 2.21% | +754+2.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,551 | $6.60M | 0.31% | −2,623−7.7% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 31,389 | $6.56M | 0.02% | +637+2.1% | Added |
| Salem Investment Counselors Inc | 31,273 | $6.54M | 0.16% | −193−0.6% | Reduced |
| Scholtz & Company, LLC | 31,266 | $6.54M | 3.26% | −1,161−3.6% | Reduced |
| Sculati Wealth Management, LLC | 30,255 | $6.52M | 2.17% | −542−1.8% | Reduced |
| Bright Rock Capital Management, LLC | 31,000 | $6.48M | 1.30% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30,996 | $6.48M | 0.02% | +8,355+36.9% | Added |
| Signaturefd, LLC | 30,969 | $6.47M | 0.09% | +1,454+4.9% | Added |
| Socorro Asset Management LP | 30,967 | $6.47M | 2.91% | −11,706−27.4% | Reduced |
| Stephens Inc | 30,893 | $6.46M | 0.07% | +2,061+7.1% | Added |
| Smith, Salley & Associates | 30,845 | $6.45M | 0.28% | +1,300+4.4% | Added |
| HCR Wealth Advisors | 30,840 | $6.45M | 0.58% | +417+1.4% | Added |
| Farther Finance Advisors, LLC | 30,785 | $6.44M | 0.05% | +1,547+5.3% | Added |
| Simon Quick Advisors, LLC | 30,705 | $6.42M | 0.26% | −6,421−17.3% | Reduced |
| Sarasin & Partners LLP | 30,673 | $6.41M | 0.08% | −17,822−36.8% | Reduced |
| Catalytic Wealth RIA, LLC | 30,605 | $6.40M | 0.37% | −5,377−14.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 30,059 | $6.28M | 0.30% | −2,577−7.9% | Reduced |
| Great Valley Advisor Group, Inc. | 29,893 | $6.25M | 0.10% | +708+2.4% | Added |
| Glenview Trust Co | 29,801 | $6.23M | 0.09% | −98−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,722 | $6.21M | 0.37% | −587−1.9% | Reduced |
| Greenleaf Trust | 29,247 | $6.11M | 0.06% | +1,004+3.6% | Added |
| Mattson Financial Services, LLC | 27,861 | $6.08M | 1.27% | −1,305−4.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 29,059 | $6.07M | 2.83% | −1,134−3.8% | Reduced |
| Myriad Asset Management Advisors LLC | 28,878 | $6.04M | 1.42% | +4,601+19.0% | Added |
| Arkadios Wealth Advisors | 28,638 | $5.99M | 0.09% | +1,691+6.3% | Added |
| Mayflower Financial Advisors, LLC | 28,503 | $5.96M | 0.51% | +192+0.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 28,400 | $5.94M | 1.63% | +28,400 | New |
| Caisse des Depots Et Consignations | 28,343 | $5.92M | 0.10% | −8,028−22.1% | Reduced |
| Cito Capital Group, LLC | 28,204 | $5.90M | 1.60% | −251−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 27,958 | $5.84M | 0.11% | −550−1.9% | Reduced |