MORGAN STANLEY (MS) — Institutional Holders, Q2 2026

2,757 institutional investment managers reported a MS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $281.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MS stock profile

MS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

334

Added to

1,105

Trimmed

943

Sold out

Biggest buyers

Capital World InvestorsAdded · +8,554,426 sh+$1.8B
VOYA INVESTMENT MANAGEMENTAdded · +2,863,206 sh+$598.5M
PRICE T ROWE ASSOCIATESAdded · +2,232,093 sh+$466.6M
FMRAdded · +2,173,964 sh+$454.4M
VIKING GLOBAL INVESTORSNew · +1,622,593 sh+$339.2M

Biggest sellers

MILLENNIUM MANAGEMENTTrimmed · -3,467,947 sh-$724.9M
MASSACHUSETTS FINANCIAL SERVICESTrimmed · -2,537,145 sh-$530.4M
CITADEL ADVISORSTrimmed · -2,319,955 sh-$485.0M
Capital Research Global InvestorsTrimmed · -2,200,114 sh-$459.9M
STATE STREETTrimmed · -1,779,379 sh-$372.0M

MS 13F holders ranked 1–100 of 2,757

Institutional investors reporting a position in MORGAN STANLEY on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	MITSUBISHI UFJ FINANCIAL GROUP#1 · 377,085,167 sh	377,085,167	$78.8B	100.00%	0.0%
2	STATE STREET#2 · 99,560,815 sh	99,560,815	$20.8B	0.62%	-1.8%
3	BlackRock#3 · 94,899,620 sh	94,899,620	$19.8B	0.29%	-1.6%
4	VANGUARD CAPITAL MANAGEMENT#4 · 77,700,641 sh	77,700,641	$16.2B	0.35%	0.0%
5	JPMORGAN CHASE#5 · 44,363,477 sh	44,363,477	$9.4B	0.52%	+1.8%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 30,203,228 sh	30,203,228	$6.3B	0.28%	-0.1%
7	GEODE CAPITAL MANAGEMENT#7 · 27,346,327 sh	27,346,327	$5.7B	0.30%	-1.3%
8	Fisher Asset Management#8 · 26,172,995 sh	26,172,995	$5.5B	1.63%	+2.2%
9	FMR#9 · 24,903,987 sh	24,903,987	$5.2B	0.23%	+9.6%
10	PRICE T ROWE ASSOCIATES#10 · 19,246,850 sh	19,246,850	$4.0B	0.40%	+13.1%
11	Capital Research Global Investors#11 · 18,070,606 sh	18,070,606	$3.8B	0.53%	-10.9%
12	NORGES BANK#12 · 17,984,532 sh	17,984,532	$3.8B	0.37%	—
13	BANK OF AMERICA#13 · 16,651,161 sh	16,651,161	$3.5B	0.22%	+2.0%
14	AMERIPRISE FINANCIAL#14 · 14,101,563 sh	14,101,563	$2.9B	0.60%	+1.3%
15	GOLDMAN SACHS GROUP#15 · 13,906,759 sh	13,906,759	$2.9B	0.25%	-6.5%
16	NORTHERN#16 · 12,514,426 sh	12,514,426	$2.6B	0.30%	-2.4%
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#17 · 11,206,144 sh	11,206,144	$2.3B	0.43%	+1.7%
18	UBS Group AG#18 · 10,529,270 sh	10,529,270	$2.2B	0.28%	-11.7%
19	SCHRODER INVESTMENT MANAGEMENT GROUP#19 · 10,226,529 sh	10,226,529	$2.1B	1.52%	-0.2%
20	Capital World Investors#20 · 10,170,848 sh	10,170,848	$2.1B	0.25%	+529.2%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 9,956,067 sh	9,956,067	$2.1B	0.28%	-0.4%
22	Bank of New York Mellon#22 · 9,759,983 sh	9,759,983	$2.0B	0.33%	-0.4%
23	Invesco Ltd.#23 · 9,205,421 sh	9,205,421	$1.9B	0.15%	+17.3%
24	MASSACHUSETTS FINANCIAL SERVICES#24 · 9,212,711 sh	9,212,711	$1.9B	0.61%	-21.6%
25	FRANKLIN RESOURCES#25 · 8,358,992 sh	8,358,992	$1.7B	0.38%	-8.9%
26	Legal & General Group Plc#26 · 7,494,442 sh	7,494,442	$1.6B	0.33%	-9.7%
27	DIMENSIONAL FUND ADVISORS#27 · 7,023,920 sh	7,023,920	$1.5B	0.27%	-2.9%
28	VANGUARD FIDUCIARY#28 · 6,709,499 sh	6,709,499	$1.4B	0.31%	-0.7%
29	ROYAL BANK OF CANADA#29 · 6,695,389 sh	6,695,389	$1.4B	0.21%	-15.5%
30	Amundi#30 · 6,692,356 sh	6,692,356	$1.4B	0.34%	-4.1%
31	Capital International Investors#31 · 6,284,290 sh	6,284,290	$1.3B	0.27%	-12.2%
32	BANK OF MONTREAL#32 · 6,125,821 sh	6,125,821	$1.3B	0.42%	-8.1%
33	MORGAN STANLEY#33 · 6,085,858 sh	6,085,858	$1.3B	0.07%	-0.7%
34	Nuveen#34 · 5,905,402 sh	5,905,402	$1.2B	0.29%	+5.4%
35	WELLINGTON MANAGEMENT GROUP LLP#35 · 5,129,203 sh	5,129,203	$1.1B	0.18%	+10.1%
36	Boston Partners#36 · 4,685,095 sh	4,685,095	$984.7M	0.87%	+5.8%
37	MARSHALL WACE, LLP#37 · 4,648,847 sh	4,648,847	$971.8M	0.77%	+10.8%
38	WELLS FARGO & COMPANY#38 · 4,469,936 sh	4,469,936	$934.4M	0.15%	+3.2%
39	VOYA INVESTMENT MANAGEMENT#39 · 4,315,241 sh	4,315,241	$902.1M	0.78%	+197.2%
40	BARCLAYS PLC#40 · 4,005,043 sh	4,005,043	$837.2M	0.16%	-23.2%
41	BNP PARIBAS FINANCIAL MARKETS#41 · 3,816,630 sh	3,816,630	$797.8M	0.28%	+37.5%
42	Jupiter Topco#42 · 3,551,238 sh	3,551,238	$742.3M	0.30%	—
43	TWO SIGMA INVESTMENTS#43 · 3,423,546 sh	3,423,546	$715.7M	0.52%	-8.5%
44	HSBC PLC#44 · 3,280,048 sh	3,280,048	$686.1M	0.29%	-2.6%
45	CANADA PENSION PLAN INVESTMENT BOARD#45 · 3,226,681 sh	3,226,681	$674.5M	0.37%	+8.1%
46	DEUTSCHE BANK AG\#46 · 3,189,941 sh	3,189,941	$666.8M	0.19%	-22.6%
47	ENVESTNET ASSET MANAGEMENT#47 · 3,093,632 sh	3,093,632	$646.7M	0.15%	-0.2%
48	National Pension Service#48 · 2,960,629 sh	2,960,629	$618.9M	0.40%	+0.3%
49	Mitsubishi UFJ Asset Management , Ltd.#49 · 2,884,044 sh	2,884,044	$602.9M	0.33%	+7.3%
50	PRINCIPAL FINANCIAL GROUP#50 · 2,836,822 sh	2,836,822	$593.0M	0.29%	-6.1%
51	AXIOM INVESTORS#51 · 2,787,121 sh	2,787,121	$582.6M	5.04%	-10.5%
52	Vanguard Global Advisers#52 · 2,600,250 sh	2,600,250	$543.6M	0.25%	-1.7%
53	Neuberger Berman Group#53 · 2,597,715 sh	2,597,715	$543.0M	0.36%	+9.0%
54	VANGUARD ASSET MANAGEMENT, Ltd#54 · 2,554,813 sh	2,554,813	$534.1M	0.36%	+10.7%
55	Sumitomo Mitsui#55 · 2,502,924 sh	2,502,924	$523.2M	0.30%	-1.5%
56	CITIGROUP#56 · 2,335,296 sh	2,335,296	$488.2M	0.16%	+24.7%
57	PNC FINANCIAL SERVICES GROUP#57 · 2,568,625 sh	2,568,625	$480.6M	0.24%	-3.0%
58	LORD, ABBETT#58 · 2,140,714 sh	2,140,714	$447.5M	1.28%	-0.5%
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#59 · 2,115,910 sh	2,115,910	$442.3M	0.25%	-12.6%
60	Allianz Asset Management GmbH#60 · 2,563,529 sh	2,563,529	$440.4M	0.39%	-1.9%
61	RHUMBLINE ADVISERS#61 · 2,093,599 sh	2,093,599	$437.6M	0.33%	-2.6%
62	TD ASSET MANAGEMENT#62 · 2,073,338 sh	2,073,338	$433.4M	0.38%	-2.7%
63	LPL Financial#63 · 2,073,037 sh	2,073,037	$433.3M	0.10%	+4.0%
64	ALLIANCEBERNSTEIN L.P.#64 · 2,622,343 sh	2,622,343	$431.6M	0.14%	-8.6%
65	RAYMOND JAMES FINANCIAL#65 · 1,969,367 sh	1,969,367	$411.7M	0.11%	0.0%
66	HEALTHCARE OF ONTARIO PENSION PLAN FUND#66 · 1,876,903 sh	1,876,903	$392.3M	0.55%	+20.1%
67	AMERICAN CENTURY COMPANIES#67 · 1,839,245 sh	1,839,245	$384.5M	0.17%	+31.4%
68	Robeco Institutional Asset Management B.V.#68 · 1,833,588 sh	1,833,588	$383.3M	—	+143.2%
69	Ensign Peak Advisors#69 · 1,808,366 sh	1,808,366	$378.0M	0.62%	-2.3%
70	FIFTH THIRD BANCORP#70 · 1,807,355 sh	1,807,355	$377.8M	0.61%	+0.4%
71	THRIVENT FINANCIAL FOR LUTHERANS#71 · 1,775,349 sh	1,775,349	$371.1M	0.62%	-10.2%
72	KBC Group NV#72 · 1,685,231 sh	1,685,231	$352.3M	—	-7.1%
73	STIFEL FINANCIAL#73 · 1,652,591 sh	1,652,591	$345.5M	0.29%	+0.9%
74	FIL Ltd#74 · 1,644,681 sh	1,644,681	$343.8M	0.25%	+9.7%
75	VIKING GLOBAL INVESTORS#75 · 1,622,593 sh	1,622,593	$339.2M	0.97%	New
76	FAYEZ SAROFIM#76 · 1,573,250 sh	1,573,250	$328.9M	0.77%	-3.8%
77	Corient Private Wealth#77 · 1,528,373 sh	1,528,373	$319.5M	0.44%	-9.3%
78	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#78 · 1,444,027 sh	1,444,027	$301.9M	1.04%	-3.8%
79	NEW YORK STATE COMMON RETIREMENT FUND#79 · 1,438,355 sh	1,438,355	$300.7M	0.38%	-6.4%
80	Qube Research & Technologies Ltd#80 · 1,424,082 sh	1,424,082	$297.7M	0.28%	+32.6%
81	Cullen Capital Management#81 · 1,413,521 sh	1,413,521	$295.5M	2.91%	-1.4%
82	HighTower Advisors#82 · 1,409,310 sh	1,409,310	$289.5M	0.28%	+5.8%
83	Winslow Capital Management#83 · 1,372,032 sh	1,372,032	$286.8M	0.99%	+42.1%
84	ACADIAN ASSET MANAGEMENT#84 · 1,360,434 sh	1,360,434	$284.4M	0.34%	-1.6%
85	Zurcher Kantonalbank (Zurich Cantonalbank)#85 · 1,328,385 sh	1,328,385	$277.7M	0.53%	+124.5%
86	NATIXIS ADVISORS#86 · 1,287,190 sh	1,287,190	$269.1M	0.30%	+21.2%
87	SG Americas Securities#87 · 1,278,356 sh	1,278,356	$267.2M	0.15%	+467.6%
88	PRUDENTIAL FINANCIAL#88 · 1,267,462 sh	1,267,462	$265.0M	0.29%	-30.2%
89	BESSEMER GROUP#89 · 1,227,982 sh	1,227,982	$256.7M	0.35%	+66.4%
90	Harel Insurance Investments & Financial Services Ltd.#90 · 1,225,291 sh	1,225,291	$256.1M	1.24%	New
91	COMMERCE BANK#91 · 1,219,953 sh	1,219,953	$255.0M	1.12%	-5.1%
92	Eurizon Capital SGR S.p.A.#92 · 1,190,383 sh	1,190,383	$249.6M	0.67%	+156.4%
93	Hamlin Capital Management#93 · 1,178,300 sh	1,178,300	$246.3M	—	-8.6%
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE#94 · 1,129,349 sh	1,129,349	$236.1M	0.18%	-8.0%
95	Universal- Beteiligungs- und Servicegesellschaft mbH#95 · 1,122,424 sh	1,122,424	$232.5M	0.36%	0.0%
96	SEI INVESTMENTS#96 · 1,110,058 sh	1,110,058	$232.0M	0.20%	-21.3%
97	Focused Investors#97 · 1,104,050 sh	1,104,050	$230.8M	7.79%	-10.1%
98	Russell Investments Group, Ltd.#98 · 1,100,822 sh	1,100,822	$230.7M	0.20%	+4.7%
99	Evercore Wealth Management#99 · 1,088,168 sh	1,088,168	$227.5M	3.22%	-7.6%
100	AVIVA PLC#100 · 1,087,518 sh	1,087,518	$227.3M	0.33%	+0.2%

Funds that sold out of MS in Q2 2026 (91)

Held MS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
RENAISSANCE TECHNOLOGIES674,111 sh	674,111	$110.9M
Junto Capital Management565,255 sh	565,255	$93.0M
Caldwell Investment Management Ltd.250,000 sh	250,000	$39.6M
Hound Partners141,570 sh	141,570	$23.3M
Vinva Investment Management Ltd132,754 sh	132,754	$21.0M
VOLORIDGE INVESTMENT MANAGEMENT124,852 sh	124,852	$20.5M
ExodusPoint Capital Management118,759 sh	118,759	$19.5M
Optiver Holding B.V.90,811 sh	90,811	$14.9M
SIMPLEX TRADING73,071 sh	73,071	$12.0M
Think Investments67,800 sh	67,800	$11.2M
Aquatic Capital Management58,592 sh	58,592	$9.6M
Prana Capital Management57,609 sh	57,609	$9.5M
DUPONT CAPITAL MANAGEMENT57,317 sh	57,317	$9.4M
FJ Capital Management56,089 sh	56,089	$9.2M
Polar Asset Management Partners41,495 sh	41,495	$6.8M
Sciencast Management38,646 sh	38,646	$6.4M
Graham Capital Management, L.P.38,133 sh	38,133	$6.3M
DIAMOND HILL CAPITAL MANAGEMENT33,691 sh	33,691	$5.5M
WOLVERINE ASSET MANAGEMENT22,736 sh	22,736	$3.7M
Limestone Investment Advisors19,834 sh	19,834	$3.3M
Susquehanna Portfolio Strategies16,500 sh	16,500	$2.7M
EVOKE WEALTH15,827 sh	15,827	$2.6M
J. Goldman15,700 sh	15,700	$2.6M
Campbell & Investment Adviser15,214 sh	15,214	$2.5M
M Securities11,414 sh	11,414	$2.1M
Integrated Quantitative Investments11,588 sh	11,588	$1.9M
PEAK611,081 sh	11,081	$1.8M
Verition Fund Management10,020 sh	10,020	$1.6M
Carlson Capital, L.P.8,682 sh	8,682	$1.4M
Atom Investors8,150 sh	8,150	$1.3M
AXA S.A.7,976 sh	7,976	$1.3M
AXQ CAPITAL6,677 sh	6,677	$1.1M
Ally Financial6,000 sh	6,000	$987.4K
Headlands Technologies5,401 sh	5,401	$888.8K
a16z Perennial Management, L.P.5,130 sh	5,130	$844.2K
Providence First4,531 sh	4,531	$745.7K
Directional Asset Management4,459 sh	4,459	$733.8K
McLaughlin Asset Management4,314 sh	4,314	$709.9K
Encore Global Management4,000 sh	4,000	$658.3K
NEW WAVE WEALTH ADVISORS3,865 sh	3,865	$636.1K
Oasis Advisors3,654 sh	3,654	$601.6K
LeClair Wealth Partners3,642 sh	3,642	$599.4K
MWA Asset Management239 sh	239	$511.6K
Tributary Capital Management3,080 sh	3,080	$506.9K
ARMISTICE CAPITAL3,017 sh	3,017	$496.5K
111 Capital2,672 sh	2,672	$439.7K
Baer Investment Advisory2,642 sh	2,642	$434.8K
Flaharty Asset Management2,508 sh	2,508	$412.7K
TWINBEECH CAPITAL2,389 sh	2,389	$393.2K
BREAKTHRU ADVISORY SERVICES2,261 sh	2,261	$372.1K
Accent Capital Management1,837 sh	1,837	$355.3K
Redwood Family Wealth2,034 sh	2,034	$334.7K
BRIA Capital Group2,032 sh	2,032	$334.4K
MQS Management1,809 sh	1,809	$297.7K
Edge Wealth Management1,767 sh	1,767	$290.8K
Quadrant Private Wealth Management1,758 sh	1,758	$289.3K
Second Line Capital1,499 sh	1,499	$285.7K
Schrum Private Wealth Management1,672 sh	1,672	$275.1K
OV Management1,592 sh	1,592	$262.0K
Valley Financial Group1,543 sh	1,543	$253.9K
Altar Rock1,517 sh	1,517	$249.7K
PATTON FUND MANAGEMENT1,422 sh	1,422	$234.0K
Axis Wealth Partners1,360 sh	1,360	$223.9K
Van Diest Capital1,266 sh	1,266	$208.5K
One River Asset Management766 sh	766	$126.1K
DAGCO685 sh	685	$112.7K
Scarborough Advisors630 sh	630	$103.7K
CURIO WEALTH531 sh	531	$87.4K
Aviso Financial500 sh	500	$82.3K
BASSO CAPITAL MANAGEMENT, L.P.444 sh	444	$73.1K
Timothy G. Youngquist 2020 Irrevocable426 sh	426	$70.1K
Intentional Wealth Strategies417 sh	417	$68.6K
Twin Lakes Capital Management408 sh	408	$67.1K
Team Financial Group276 sh	276	$45.4K
Opal Wealth Advisors258 sh	258	$42.5K
WFA of San Diego200 sh	200	$32.9K
Portus Wealth Advisors71 sh	71	$11.7K
Clayton Financial Group67 sh	67	$11.0K
Vermillion Wealth Management66 sh	66	$10.9K
RETIREMITTEN FINANCIAL55 sh	55	$9.1K
Financial Perspectives51 sh	51	$8.4K
Magnolia Wealth Management51 sh	51	$8.4K
TOTH FINANCIAL ADVISORY35 sh	35	$5.8K
Strategic Investment Solutions30 sh	30	$4.9K
BARD ASSOCIATES27 sh	27	$4.4K
Global Wealth Strategies & Associates19 sh	19	$3.2K
Longview Financial Advisors19 sh	19	$3.1K
Vision Retirement12 sh	12	$2.0K
Legacy Wealth Managment4 sh	4	$659.00
Roble, Belko & Company1 sh	1	$0.00
Elequin Securities252 sh	252	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.