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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 27,805 | $5.81M | 0.57% | −474−1.7% | Reduced |
| Fulton Bank, N.A. | 27,755 | $5.80M | 0.18% | +2,046+8.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 27,711 | $5.79M | 0.14% | +11,773+73.9% | Added |
| Boothbay Fund Management, LLC | 27,681 | $5.79M | 0.11% | +26,132+1,687.0% | Added |
| Capital Asset Advisory Services LLC | 27,681 | $5.79M | 0.21% | +833+3.1% | Added |
| Central Trust Co | 27,615 | $5.77M | 0.10% | +307+1.1% | Added |
| Fulcrum Asset Management LLP | 27,158 | $5.75M | 0.57% | +9,376+52.7% | Added |
| Stratos Wealth Partners, LTD. | 27,390 | $5.73M | 0.06% | +384+1.4% | Added |
| CBOE Vest Financial, LLC | 27,389 | $5.73M | 0.06% | +438+1.6% | Added |
| K.J. Harrison & Partners Inc | 27,031 | $5.65M | 0.80% | −13,700−33.6% | Reduced |
| Griffin Asset Management, Inc. | 26,956 | $5.63M | 0.59% | −295−1.1% | Reduced |
| Two Sigma Securities, LLC | 26,909 | $5.63M | 0.49% | +21,811+427.8% | Added |
| Trilogy Capital Inc. | 26,895 | $5.62M | 0.22% | +1,380+5.4% | Added |
| Hedeker Wealth, LLC | 26,792 | $5.60M | 1.07% | +560+2.1% | Added |
| Meyer Handelman Co | 26,714 | $5.58M | 0.16% | −624−2.3% | Reduced |
| We Are One Seven, LLC | 26,596 | $5.56M | 0.09% | +744+2.9% | Added |
| Next Level Private LLC | 26,523 | $5.54M | 1.09% | +130+0.5% | Added |
| Rossmore Private Capital | 26,435 | $5.53M | 0.45% | −180−0.7% | Reduced |
| Dimension Capital Management LLC | 26,281 | $5.49M | 0.64% | 00.0% | Unchanged |
| Vertrix Wealth Management, LLC | 26,272 | $5.49M | 1.85% | −4,608−14.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 25,890 | $5.41M | 0.52% | −330−1.3% | Reduced |
| Northwest Bancshares, Inc. | 25,735 | $5.38M | 0.97% | −2,110−7.6% | Reduced |
| Northeast Investment Management | 25,735 | $5.38M | 0.20% | +1,796+7.5% | Added |
| Dana Investment Advisors, Inc. | 25,599 | $5.35M | 0.14% | −4,317−14.4% | Reduced |
| Burney Co | 25,563 | $5.34M | 0.14% | +486+1.9% | Added |
| KMG Fiduciary Partners, LLC | 25,368 | $5.30M | 0.49% | −8,693−25.5% | Reduced |
| Trust Co of Toledo NA | 25,367 | $5.30M | 0.44% | +401+1.6% | Added |
| Bradyco, Inc. | 25,328 | $5.29M | 6.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 25,249 | $5.28M | 0.28% | −100.0% | Reduced |
| Palisade Asset Management, LLC | 25,157 | $5.26M | 0.49% | −899−3.5% | Reduced |
| Culbertson A N & Co Inc | 25,073 | $5.24M | 0.61% | −600−2.3% | Reduced |
| Kestra Investment Management, LLC | 25,022 | $5.23M | 0.10% | +23,374+1,418.3% | Added |
| Franklin Street Advisors Inc | 25,000 | $5.23M | 0.29% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24,998 | $5.23M | 0.78% | −50.0% | Reduced |
| TD Private Client Wealth LLC | 24,947 | $5.21M | 0.10% | −419−1.7% | Reduced |
| Logan Capital Management Inc | 24,862 | $5.20M | 0.19% | +24,862 | New |
| Ramirez Asset Management, Inc. | 24,729 | $5.17M | 0.54% | −30.0% | Reduced |
| National Asset Management, Inc. | 24,365 | $5.16M | 0.28% | −372−1.5% | Reduced |
| First National Bank of Omaha | 24,553 | $5.14M | 0.14% | −1,169−4.5% | Reduced |
| Atomi Financial Group, Inc. | 24,480 | $5.12M | 0.13% | +2,681+12.3% | Added |
| LSV Asset Management | 24,303 | $5.08M | 0.01% | +10.0% | Added |
| Silvercrest Asset Management Group LLC | 24,294 | $5.08M | 0.03% | +10,890+81.2% | Added |
| Tema ETFs LLC | 24,259 | $5.07M | 0.16% | +2,320+10.6% | Added |
| Lee Johnson Capital Management, LLC | 24,174 | $5.05M | 1.58% | +24,174 | New |
| Meridian Wealth Management, LLC | 24,001 | $5.02M | 0.16% | +437+1.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 24,000 | $5.02M | 0.81% | 00.0% | Unchanged |
| Concord Wealth Partners | 23,965 | $5.01M | 0.57% | +272+1.1% | Added |
| Avidian Wealth Solutions, LLC | 23,823 | $4.98M | 0.14% | +1,120+4.9% | Added |
| Stolper Co | 23,635 | $4.94M | 1.28% | +6,193+35.5% | Added |
| Alberta Investment Management Corp | 23,600 | $4.93M | 0.03% | +23,600 | New |
| Transcend Wealth Collective, LLC | 23,384 | $4.89M | 0.33% | +3,629+18.4% | Added |
| Davenport & Co LLC | 23,368 | $4.88M | 0.02% | +3,775+19.3% | Added |
| Whittier Trust Co | 21,946 | $4.87M | 0.05% | +3,313+17.8% | Added |
| J.W. Cole Advisors, Inc. | 23,308 | $4.87M | 0.08% | +23,308 | New |
| Vestcor Inc | 23,256 | $4.86M | 0.12% | −670−2.8% | Reduced |
| Sagespring Wealth Partners, LLC | 23,231 | $4.86M | 0.07% | +851+3.8% | Added |
| Concord Asset Management, LLC | 23,122 | $4.83M | 0.75% | −157−0.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 23,026 | $4.81M | 0.02% | −89,734−79.6% | Reduced |
| V-Square Quantitative Management LLC | 22,997 | $4.81M | 0.46% | −15,713−40.6% | Reduced |
| River Street Advisors LLC | 22,881 | $4.78M | 1.41% | +180+0.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 22,833 | $4.77M | 0.41% | +4,438+24.1% | Added |
| F/M Investments LLC | 22,804 | $4.77M | 0.24% | +3,602+18.8% | Added |
| Bartlett & Co. Wealth Management LLC | 22,802 | $4.77M | 0.06% | +50+0.2% | Added |
| Leavell Investment Management, Inc. | 22,781 | $4.76M | 0.17% | +183+0.8% | Added |
| Savvy Advisors, Inc. | 22,754 | $4.76M | 0.10% | +5,267+30.1% | Added |
| Krilogy Financial LLC | 22,726 | $4.75M | 0.14% | +1,168+5.4% | Added |
| Aaron Wealth Advisors | 22,707 | $4.75M | 0.24% | +1,694+8.1% | Added |
| Lighthouse Financial Services Inc | 22,369 | $4.74M | 1.00% | −251−1.1% | Reduced |
| Am Investment Strategies LLC | 22,533 | $4.71M | 0.90% | +101+0.5% | Added |
| Smartleaf Asset Management LLC | 22,195 | $4.70M | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 22,420 | $4.69M | 0.53% | +675+3.1% | Added |
| VCI Wealth Management LLC | 22,306 | $4.66M | 1.17% | +9,947+80.5% | Added |
| Commerzbank Aktiengesellschaft | 22,168 | $4.63M | 0.09% | −7,000−24.0% | Reduced |
| YHB Investment Advisors, Inc. | 22,118 | $4.62M | 0.30% | −175−0.8% | Reduced |
| Twin Capital Management Inc | 22,058 | $4.61M | 0.50% | +8,140+58.5% | Added |
| StoneX Group Inc. | 22,011 | $4.60M | 0.19% | −1,144−4.9% | Reduced |
| IFG Advisory, LLC | 21,966 | $4.59M | 0.16% | +21,966 | New |
| Spartan Wealth Advisory Services LLC | 21,928 | $4.58M | 0.38% | −383−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,892 | $4.58M | 0.02% | −95,176−81.3% | Reduced |
| TCTC Holdings, LLC | 21,831 | $4.56M | 0.12% | +69+0.3% | Added |
| Miracle Mile Advisors, LLC | 21,805 | $4.56M | 0.05% | +628+3.0% | Added |
| Cohen Klingenstein LLC | 21,800 | $4.56M | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21,762 | $4.55M | 0.08% | +2,185+11.2% | Added |
| Ashton Thomas Private Wealth, LLC | 21,746 | $4.55M | 0.09% | −247−1.1% | Reduced |
| Earnest Partners LLC | 21,592 | $4.51M | 0.02% | −464−2.1% | Reduced |
| First National Advisers, LLC | 21,543 | $4.50M | 0.63% | −1,296−5.7% | Reduced |
| Amica Mutual Insurance Co | 21,438 | $4.48M | 0.37% | −7,092−24.9% | Reduced |
| Steel Peak Wealth Management LLC | 21,415 | $4.48M | 0.12% | +1,343+6.7% | Added |
| Asio Capital, LLC | 21,310 | $4.45M | 0.57% | −1,415−6.2% | Reduced |
| William B. Walkup & Associates, Inc. | 21,294 | $4.45M | 2.14% | −458−2.1% | Reduced |
| Pensionmark Financial Group, LLC | 26,428 | $4.44M | 0.07% | −2,127−7.4% | Reduced |
| Evergreen Capital Management LLC | 21,183 | $4.43M | 0.08% | +5,891+38.5% | Added |
| Harbor Capital Advisors, Inc. | 21,138 | $4.42M | 0.30% | +45+0.2% | Added |
| Huntleigh Advisors, Inc. | 21,101 | $4.41M | 0.62% | +1,816+9.4% | Added |
| Redhawk Wealth Advisors, Inc. | 21,051 | $4.40M | 0.43% | −947−4.3% | Reduced |
| Canandaigua National Bank & Trust Co | 20,966 | $4.38M | 0.37% | +20,966 | New |
| Core Alternative Capital | 20,876 | $4.36M | 1.31% | −10,198−32.8% | Reduced |
| Axecap Investments, LLC | 20,866 | $4.36M | 2.41% | +13,114+169.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,727 | $4.33M | 0.09% | −7,732−27.2% | Reduced |
| Hurley Capital, LLC | 20,673 | $4.32M | 2.24% | +10.0% | Added |