Morgan Stanley: which funds bought and sold

Institutions that bought and sold Morgan Stanley shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,417 institutions that filed 13F reports for both quarters added to or opened positions in Morgan Stanley, and 1,023 cut or closed them. Together they added a net 3.0M shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 778K shares (−0.4%); index fund managers were net sellers of 4.0M shares (−1.1%). 320 opened a new position and 89 sold out entirely.

Bought, Q2 2026 1,417 institutions, 320 of them new holders Sold, Q2 2026 1,023 institutions, 89 of them sold out

Net change, all compared +3.0M shares (+0.2%)

Net change, active managers −778K shares (−0.4%), 46 bought, 70 sold

Buyers versus sellers

institutions compared, 2,773

1,417 bought 333 1,023 sold

Active managers and hedge funds 46 bought · 70 sold · −778K

Index fund managers 3 bought · 9 sold · −4.0M

Other institutions 1,368 bought · 944 sold · +7.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	+8.6M +529.2%	10.2M	$2.1B
Voya Investment Management LLC	+2.9M +197.2%	4.3M	$902M
Price T Rowe Associates Inc Active manager	+2.2M +13.1%	19.2M	$4B
FMR LLC Active manager	+2.2M +9.6%	24.9M	$5.2B
Viking Global Investors LP Hedge fund	+1.6M New position	1.6M	$339M
Invesco Ltd.	+1.4M +17.3%	9.2M	$1.9B
Harel Insurance Investments & Financial Services Ltd.	+1.2M +134399.6%	1.2M	$256M
Robeco Institutional Asset Management B.V.	+1.1M +143.2%	1.8M	$383M
SG Americas Securities, LLC	+1.1M +467.6%	1.3M	$267M
BNP Paribas Financial Markets	+1.0M +37.5%	3.8M	$798M
Jpmorgan Chase & Co	+785K +1.8%	44.4M	$9.4B
Zurcher Kantonalbank (Zurich Cantonalbank)	+737K +124.5%	1.3M	$278M
Eurizon Capital Sgr S.P.A.	+726K +156.4%	1.2M	$250M
Fisher Asset Management, LLC Active manager	+573K +2.2%	26.2M	$5.5B
Bessemer Group Inc	+490K +66.4%	1.2M	$257M
Wellington Management Group LLP Active manager	+471K +10.1%	5.1M	$1.1B
1832 Asset Management L.P.	+471K +1603.6%	500K	$105M
Citigroup Inc	+462K +24.7%	2.3M	$488M
Meitav Investment House Ltd	+452K New position	452K	$94.5M
Marshall Wace, LLP Hedge fund	+452K +10.8%	4.6M	$972M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	+8.6M +529.2%	10.2M	$2.1B
Price T Rowe Associates Inc Active manager	+2.2M +13.1%	19.2M	$4B
FMR LLC Active manager	+2.2M +9.6%	24.9M	$5.2B
Viking Global Investors LP Hedge fund	+1.6M New position	1.6M	$339M
Fisher Asset Management, LLC Active manager	+573K +2.2%	26.2M	$5.5B
Wellington Management Group LLP Active manager	+471K +10.1%	5.1M	$1.1B
Marshall Wace, LLP Hedge fund	+452K +10.8%	4.6M	$972M
Westfield Capital Management Co LP Active manager	+444K +89.4%	941K	$197M
Holocene Advisors, LP Hedge fund	+441K +72.1%	1.1M	$220M
American Century Companies Inc Active manager	+439K +31.4%	1.8M	$384M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−3.5M −86.8%	529K	$111M
Massachusetts Financial Services Co Active manager	−2.5M −21.6%	9.2M	$1.9B
Citadel Advisors LLC Hedge fund	−2.3M −81.0%	545K	$114M
Capital Research Global Investors Active manager	−2.2M −10.9%	18.1M	$3.8B
State Street Corp Index funds	−1.8M −1.8%	99.6M	$20.8B
Blackrock, Inc. Index funds	−1.5M −1.6%	94.9M	$19.8B
UBS Group AG	−1.4M −11.7%	10.5M	$2.2B
Royal Bank Of Canada	−1.2M −15.5%	6.7M	$1.4B
Barclays PLC	−1.2M −23.2%	4.0M	$837M
Point72 Asset Management, L.P. Hedge fund	−1.2M −83.0%	245K	$51.3M
Alyeska Investment Group, L.P. Hedge fund	−1.0M −92.4%	85K	$17.9M
Goldman Sachs Group Inc	−968K −6.5%	13.9M	$2.9B
Deutsche Bank Ag\	−932K −22.6%	3.2M	$667M
Capital International Investors Active manager	−873K −12.2%	6.3M	$1.3B
Rathbones Group PLC	−849K −57.2%	636K	$133M
D. E. Shaw & Co., Inc. Hedge fund	−833K −44.7%	1.0M	$216M
Franklin Resources Inc Active manager	−816K −8.9%	8.4M	$1.7B
Legal & General Group PLC	−801K −9.7%	7.5M	$1.6B
Renaissance Technologies LLC Hedge fund	−674K Sold out	0	—
Samlyn Capital, LLC Hedge fund	−600K −45.4%	723K	$151M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−3.5M −86.8%	529K	$111M
Massachusetts Financial Services Co Active manager	−2.5M −21.6%	9.2M	$1.9B
Citadel Advisors LLC Hedge fund	−2.3M −81.0%	545K	$114M
Capital Research Global Investors Active manager	−2.2M −10.9%	18.1M	$3.8B
Point72 Asset Management, L.P. Hedge fund	−1.2M −83.0%	245K	$51.3M
Alyeska Investment Group, L.P. Hedge fund	−1.0M −92.4%	85K	$17.9M
Capital International Investors Active manager	−873K −12.2%	6.3M	$1.3B
D. E. Shaw & Co., Inc. Hedge fund	−833K −44.7%	1.0M	$216M
Franklin Resources Inc Active manager	−816K −8.9%	8.4M	$1.7B
Renaissance Technologies LLC Hedge fund	−674K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Viking Global Investors LPHedge fund	1.6M	$339M
Meitav Investment House Ltd	452K	$94.5M
Ossiam	347K	$72.6M
Nearwater Capital Markets, Ltd	340K	$71.1M
Milford Funds Ltd	264K	$55.2M
Bsn Capital Partners Ltd	161K	$34.2M
Susquehanna Fundamental Investments, LLC	156K	$32.5M
Cornerstone Advisors, LLC	106K	$22.2M
Delta Global Management LP	96K	$20M
Artemis Investment Management LLPActive manager	93K	$19.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Renaissance Technologies LLCHedge fund	674K	$111M
Junto Capital Management LPHedge fund	565K	$93M
Caldwell Investment Management Ltd.	250K	$39.6M
Hound Partners, LLC	142K	$23.3M
Vinva Investment Management Ltd	133K	$21M
Voloridge Investment Management, LLCHedge fund	125K	$20.5M
Exoduspoint Capital Management, LPHedge fund	119K	$19.5M
Optiver Holding B.V.	91K	$14.9M
Simplex Trading, LLC	73K	$12M
Think Investments LP	68K	$11.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,724
Ten largest holders: 60.9%
Index fund managers: 26.8%
Active managers and hedge funds: 13.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	46	70	8	10	−778K	−0.4%
Index fund managers	3	9	0	0	−4.0M	−1.1%
Other institutions	1,368	944	312	79	+7.9M	+1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Morgan Stanley.

Only managers that filed a holdings report for both quarters are compared (2,773 here). 87 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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