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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 20,657 | $4.32M | 0.08% | −2,866−12.2% | Reduced |
| Coastline Trust Co | 20,616 | $4.31M | 0.38% | −85−0.4% | Reduced |
| Alaethes Wealth LLC | 20,612 | $4.31M | 1.25% | −34−0.2% | Reduced |
| BFI Infinity Ltd. | 20,573 | $4.30M | 2.07% | +20,573 | New |
| Alcosta Capital Management, Inc. | 20,520 | $4.29M | 2.90% | −1,246−5.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,256 | $4.23M | 0.22% | −239−1.2% | Reduced |
| Syon Capital LLC | 20,251 | $4.23M | 0.18% | −1,705−7.8% | Reduced |
| Capital Investment Advisors, LLC | 20,219 | $4.23M | 0.06% | +403+2.0% | Added |
| MidFirst Bank | 20,180 | $4.22M | 0.30% | −109−0.5% | Reduced |
| Schear Investment Advisers, LLC | 20,156 | $4.21M | 1.41% | +776+4.0% | Added |
| Werlinich Asset Management, LLC | 20,100 | $4.20M | 1.61% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 20,065 | $4.19M | 0.41% | +564+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,049 | $4.19M | 0.04% | −485−2.4% | Reduced |
| Sumitomo Life Insurance Co | 19,712 | $4.12M | 0.07% | −1,140−5.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 19,496 | $4.08M | 0.05% | +1,391+7.7% | Added |
| Snowden Capital Advisors LLC | 19,354 | $4.05M | 0.10% | +832+4.5% | Added |
| Talon Private Wealth, LLC | 19,309 | $4.04M | 0.47% | +3,228+20.1% | Added |
| SeaBridge Investment Advisors LLC | 19,296 | $4.03M | 0.58% | +4,299+28.7% | Added |
| Insight Inv LLC | 19,192 | $4.01M | 1.89% | +256+1.4% | Added |
| Rydar Equities, Inc. | 18,406 | $4.01M | 2.26% | +1,152+6.7% | Added |
| Lipe & Dalton | 19,101 | $3.99M | 1.86% | −1,424−6.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 19,096 | $3.99M | 0.05% | +19,096 | New |
| Modern Wealth Management, LLC | 19,071 | $3.99M | 0.05% | +9,189+93.0% | Added |
| Caldwell Trust Co | 18,896 | $3.95M | 0.32% | +277+1.5% | Added |
| Crestwood Advisors Group LLC | 18,879 | $3.95M | 0.06% | +308+1.7% | Added |
| MainStreet Investment Advisors LLC | 18,809 | $3.93M | 0.54% | −463−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,781 | $3.93M | 0.27% | +5,325+39.6% | Added |
| Bridgewater Associates, LP | 18,729 | $3.92M | 0.02% | +3,967+26.9% | Added |
| PFG Investments, LLC | 18,636 | $3.90M | 0.15% | +474+2.6% | Added |
| KCM Investment Advisors LLC | 18,605 | $3.89M | 0.12% | −253−1.3% | Reduced |
| Hunter Associates Investment Management LLC | 18,530 | $3.88M | 0.45% | −1,051−5.4% | Reduced |
| LOM Asset Management Ltd | 18,511 | $3.87M | 1.00% | +692+3.9% | Added |
| Cullen/Frost Bankers, Inc. | 18,481 | $3.86M | 0.04% | −50.0% | Reduced |
| Resources Investment Advisors, LLC. | 18,450 | $3.86M | 0.03% | +1,712+10.2% | Added |
| Donoghue Forlines LLC | 18,355 | $3.84M | 0.99% | +18,355 | New |
| Howland Capital Management LLC | 18,351 | $3.84M | 0.14% | −290−1.6% | Reduced |
| Dark Forest Capital Management LP | 18,286 | $3.82M | 0.25% | +18,286 | New |
| Prospera Financial Services Inc | 18,136 | $3.79M | 0.06% | −4,743−20.7% | Reduced |
| Centaurus Financial, Inc. | 18,122 | $3.79M | 0.15% | −1,983−9.9% | Reduced |
| Hantz Financial Services, Inc. | 18,097 | $3.78M | 0.05% | +365+2.1% | Added |
| SHP Wealth Management | 18,053 | $3.77M | 0.26% | +32+0.2% | Added |
| Family Management Corp | 18,042 | $3.77M | 0.40% | −305−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 18,033 | $3.77M | 0.49% | +799+4.6% | Added |
| Diversify Wealth Management, LLC | 17,538 | $3.76M | 0.06% | −21−0.1% | Reduced |
| Diversify Advisory Services, LLC | 17,538 | $3.76M | 0.06% | +16,255+1,267.0% | Added |
| Vestor Capital, LLC | 10,066 | $3.75M | 0.32% | −215,215−95.5% | Reduced |
| Prudent Man Advisors, LLC | 17,951 | $3.75M | 0.86% | −674−3.6% | Reduced |
| Frec Markets, Inc. | 17,951 | $3.75M | 0.34% | +6,757+60.4% | Added |
| Oak Asset Management, LLC | 17,873 | $3.74M | 1.20% | −300−1.7% | Reduced |
| Acropolis Investment Management, LLC | 17,770 | $3.71M | 0.15% | −669−3.6% | Reduced |
| Wakefield Asset Management LLLP | 17,741 | $3.71M | 0.83% | +283+1.6% | Added |
| Mutual Advisors, LLC | 17,739 | $3.71M | 0.07% | +1,912+12.1% | Added |
| Hudson Canyon Capital Management | 17,694 | $3.70M | 1.98% | −590−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 17,684 | $3.70M | 0.05% | +99+0.6% | Added |
| Titan Investment Management LLC | 17,651 | $3.69M | 2.73% | +3,416+24.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,409 | $3.64M | 0.96% | −385−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 17,403 | $3.64M | 0.09% | −33,565−65.9% | Reduced |
| Systematic Alpha Investments, LLC | 17,326 | $3.62M | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 17,293 | $3.61M | 0.05% | +9,172+112.9% | Added |
| JPL Wealth Management, LLC | 17,278 | $3.61M | 0.72% | −236−1.3% | Reduced |
| Intrust Bank NA | 17,229 | $3.60M | 0.27% | −9−0.1% | Reduced |
| Somerset Trust Co | 17,165 | $3.59M | 1.01% | +327+1.9% | Added |
| Abbot Financial Management, Inc. | 17,140 | $3.58M | 1.32% | −135−0.8% | Reduced |
| Capital Investment Counsel, Inc | 17,126 | $3.58M | 0.39% | −300−1.7% | Reduced |
| Grimes & Company, Inc. | 17,093 | $3.57M | 0.08% | +5,459+46.9% | Added |
| Dynasty Wealth Management, LLC | 17,058 | $3.57M | 0.03% | −499−2.8% | Reduced |
| Cornerstone Planning, LLC | 17,029 | $3.56M | 0.82% | +318+1.9% | Added |
| Cacti Asset Management LLC | 17,000 | $3.55M | 0.18% | −1,500−8.1% | Reduced |
| Heritage Trust Co | 16,987 | $3.55M | 0.31% | +704+4.3% | Added |
| Harvest Investment Advisors, LLC | 16,925 | $3.54M | 1.76% | −59−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,891 | $3.53M | 0.01% | −2,499−12.9% | Reduced |
| Koshinski Asset Management, Inc. | 16,785 | $3.51M | 0.19% | −1,706−9.2% | Reduced |
| Quantbot Technologies LP | 16,710 | $3.49M | 0.14% | −24,590−59.5% | Reduced |
| Shaker Investments LLC | 16,683 | $3.49M | 1.25% | −122−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,660 | $3.48M | 0.05% | −504−2.9% | Reduced |
| Waterfront Wealth Inc. | 15,491 | $3.44M | 0.53% | +117+0.8% | Added |
| St. Louis Financial Planners Asset Management, LLC | 16,065 | $3.44M | 1.83% | +16,065 | New |
| Institute for Wealth Management, LLC. | 16,397 | $3.43M | 0.30% | −273−1.6% | Reduced |
| IFC Advisors LLC | 16,353 | $3.42M | 0.43% | −433−2.6% | Reduced |
| Cookson Peirce & Co Inc | 16,346 | $3.42M | 0.11% | −1,598−8.9% | Reduced |
| King Luther Capital Management Corp | 16,280 | $3.40M | 0.01% | −642−3.8% | Reduced |
| D L Carlson Investment Group Inc | 16,219 | $3.39M | 0.54% | −1,957−10.8% | Reduced |
| Brighton Jones LLC | 16,168 | $3.38M | 0.06% | +1,651+11.4% | Added |
| Belpointe Asset Management LLC | 16,153 | $3.38M | 0.11% | −1,172−6.8% | Reduced |
| Consolidated Planning Corp | 16,113 | $3.37M | 0.45% | +499+3.2% | Added |
| IPG Investment Advisors LLC | 16,099 | $3.37M | 0.48% | −70.0% | Reduced |
| GAM Holding AG | 16,081 | $3.36M | 0.26% | −1,240−7.2% | Reduced |
| Graphene Investments SAS | 16,000 | $3.34M | 1.95% | −3,200−16.7% | Reduced |
| Cherokee Insurance Co | 16,000 | $3.34M | 1.29% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,974 | $3.34M | 0.21% | −66−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 15,698 | $3.33M | 0.67% | −134−0.8% | Reduced |
| Vanguard Capital Wealth Advisors | 15,886 | $3.32M | 2.25% | +3,625+29.6% | Added |
| Parkside Financial Bank & Trust | 15,812 | $3.31M | 0.23% | −99−0.6% | Reduced |
| Aspen Grove Capital, LLC | 15,767 | $3.30M | 0.47% | 00.0% | Unchanged |
| AlTi Global, Inc. | 15,759 | $3.29M | 0.07% | +116+0.7% | Added |
| Virtu Financial LLC | 15,741 | $3.29M | 0.10% | +15,741 | New |
| Capstone Investment Advisors, LLC | 15,683 | $3.28M | 0.02% | −12,520−44.4% | Reduced |
| Ascent Group, LLC | 15,659 | $3.27M | 0.10% | +68+0.4% | Added |
| Wolff Wiese Magana LLC | 15,630 | $3.27M | 1.50% | −180−1.1% | Reduced |
| Texas Yale Capital Corp. | 15,615 | $3.26M | 0.07% | +100+0.6% | Added |