MORGAN STANLEY (MS) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY (MS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, State Street Corp, Corient Private Wealth Llc, Allianz Asset Management Gmbh, and Manufacturers Life Insurance Company, The.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Qrg Capital Management, Inc.Buy+30,010+12.0%279,622$58.45MQ2 2026Sep 23, 2026
Envestnet Asset Management IncSell-6,747-0.2%3,093,632$646.69MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-1,314-2.9%43,573$9.11MQ2 2026Sep 23, 2026
State Street CorpSell-1,779,379-1.8%99,560,815$20.81BQ2 2026Sep 22, 2026
Andra Ap-FondenSell-22,300-12.9%150,920$31.55MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+1+0.6%164$34.18KQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+200—200$41.81KQ2 2026Sep 18, 2026
Security National Bank Of So DakBuy+150—150$31.36KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-2,451-51.3%2,326$486.14KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+3,228+20.1%19,309$4.04MQ2 2026Sep 11, 2026
Smith Chas P & Associates Pa CpasBuy+1,158—1,158$242.13KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-97,774-8.0%1,129,349$236.08MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+7,246+21.5%40,934$8.56MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-99-0.6%15,812$3.31MQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-2,319,955-81.0%545,065$113.94MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+107,051+4.1%2,720,431$568.68MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-49-3.0%1,587$331.79KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+70+11.0%706$147.58KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-157,621-9.3%1,528,373$319.52MQ2 2026Aug 27, 2026
Optimize Financial IncSell-10-0.3%2,962$619.18KQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-1,108-7.3%14,022$2.93MQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+75,516—75,516$15.79MQ2 2026Aug 25, 2026
California State Teachers Retirement SystemBuy+127+0.0%1,790,634$374.31MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-53-1.6%3,267$682.93KQ2 2026Aug 24, 2026
Ashford Capital Management IncBuy+7,250+158.6%11,820$2.47MQ2 2026Aug 21, 2026
Assenagon Asset Management S.A.Sell-4,790-8.1%54,503$11.39MQ2 2026Aug 21, 2026
Jackson Wealth Management, LlcBuy+2,253—2,253$471.00KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+1,429+23.0%7,648$1.60MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+74,607+33.3%298,848$62.47MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+943+11.2%9,400$1.97MQ2 2026Aug 19, 2026
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Frequently asked questions about MS activity

  • Which institutional owners are buying MS?

    Institutional owners buying MS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MS activity?

    "Buy" means an investor increased their reported position in MS compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY (MS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MS increasing?

    Institutional interest in MS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.