MSBT Institutional Ownership & Shareholders
MORGAN STANLEY BITCOIN TRUST (MSBT) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of MSBT tracked by InsiderSet, reporting ownership valued at approximately $43.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.53M, representing an estimated gain of +30.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed MSBT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Vinva Investment Management Ltd, Beacon Pointe Advisors, Llc, and several other long-term asset managers with concentrated positions in MORGAN STANLEY BITCOIN TRUST (MSBT).
This page ranks the largest institutional MSBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$91.00M
Largest Holder
Morgan Stanley
Largest Position
$43.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,570,627 | $43,315,070 | $56,528,088 | +$13,213,018 | +30.50% | |
| Vinva Investment Management Ltd | 0.22% | 158,733 | $33,606,951 | $3,490,539 | -$30,116,412 | -89.61% | |
| Beacon Pointe Advisors, Llc | 0.02% | 260,472 | $4,388,954 | $5,727,779 | +$1,338,825 | +30.50% | |
| Apollon Wealth Management, Llc | 0.03% | 103,100 | $2,468,214 | $2,267,169 | -$201,045 | -8.15% | |
| Compass Ion Advisors, Llc | 0.11% | 52,585 | $1,258,885 | $1,156,344 | -$102,541 | -8.15% | |
| Lasalle St. Investment Advisors, Llc | 0.13% | 65,000 | $1,095,250 | $1,429,350 | +$334,100 | +30.50% | |
| Eagle Global Advisors Llc | 0.03% | 40,000 | $957,600 | $879,600 | -$78,000 | -8.15% | |
| Mission Wealth Management, Lp | 0.01% | 28,287 | $677,191 | $622,031 | -$55,160 | -8.15% | |
| Palatine Hill Wealth Management, Llc | 0.50% | 37,127 | $625,590 | $816,423 | +$190,833 | +30.50% | |
| Citadel Advisors Llc | 0.00% | 26,272 | $442,683 | $577,721 | +$135,038 | +30.50% | |
| Addison Capital Co | 0.05% | 19,156 | $322,779 | $421,240 | +$98,461 | +30.50% | |
| Intesa Sanpaolo S.P.A. | 0.01% | 17,400 | $293,190 | $382,626 | +$89,436 | +30.50% | |
| Decker Wealth Management Llc | 0.06% | 12,005 | $287,400 | $263,990 | -$23,410 | -8.15% | |
| Valeo Financial Advisors, Llc | 0.01% | 10,955 | $262,263 | $240,900 | -$21,363 | -8.15% | |
| Ff Advisors,Llc | 0.09% | 10,506 | $251,514 | $231,027 | -$20,487 | -8.15% | |
| Focus Partners Wealth | 0.00% | 14,500 | $244,325 | $318,855 | +$74,530 | +30.50% | |
| Compound Planning, Inc. | 0.01% | 11,609 | $195,612 | $255,282 | +$59,670 | +30.50% | |
| Rothschild Investment Llc | 0.01% | 11,000 | $185,350 | $241,890 | +$56,540 | +30.50% | |
| Bogart Wealth, Llc | 0.00% | 2,805 | $47,264 | $61,682 | +$14,418 | +30.51% | |
| Pittenger & Anderson Inc | 0.00% | 1,430 | $34,235 | $31,446 | -$2,789 | -8.15% | |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0.00% | 1,000 | $16,850 | $21,990 | +$5,140 | +30.50% | |
| Allworth Financial Lp | 0.00% | 448 | $7,549 | $9,852 | +$2,303 | +30.50% | |
| Simplex Trading, Llc | 0.00% | 335 | $5,644 | $7,367 | +$1,723 | +30.52% | |
| Ancora Advisors Llc | 0.00% | 272 | $4,583 | $5,981 | +$1,398 | +30.51% | |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | 0.00% | 220 | $3,707 | $4,838 | +$1,131 | +30.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 100 | $1,685 | $2,199 | +$514 | +30.50% |
Frequently asked questions about MSBT
Who are the largest institutional holders of MSBT?
The largest institutional holders of MSBT reported in the latest SEC Form 13F filings include Morgan Stanley, Vinva Investment Management Ltd, Beacon Pointe Advisors, Llc, Apollon Wealth Management, Llc, and Compass Ion Advisors, Llc. InsiderSet ranks institutional holders by their latest reported MSBT position.
What is MSBT institutional ownership?
This page tracks MSBT positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY BITCOIN TRUST (MSBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSBT?
InsiderSet currently tracks 26 institutional managers reporting MSBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MSBT shareholders.
How much MSBT stock do institutions own?
Institutional investment managers disclosed approximately $91.00M in MSBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSBT institutional ownership last updated?
The latest MSBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MSBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MSBT position after the reporting date.
Are institutions buying or selling MSBT?
Institutional buying and selling can be analyzed by comparing MSBT positions across consecutive 13F reporting periods. InsiderSet's MSBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSBT ownership changes.
How has MSBT institutional ownership changed over time?
InsiderSet tracks MSBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.