Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,625 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
166,345
shares
|
$26.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
166,119
shares
|
$26.5 Million
0.04% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,374
shares
|
$26.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
165,004
shares
|
$26.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
164,861
shares
|
$26.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Abner Herrman & Brock LLC
|
Oct 14, 2025 Q3 2025 |
163,509
shares
|
$26.1 Million
2.68% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
162,699
shares
|
$25.9 Million
0.34% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
162,571
shares
|
$25.9 Million
0.92% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
162,380
shares
|
$25.9 Million
2.92% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
161,946
shares
|
$25.8 Million
0.16% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
161,430
shares
|
$25.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
161,249
shares
|
$25.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
160,338
shares
|
$25.6 Million
0.13% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
160,232
shares
|
$25.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
159,764
shares
|
$25.5 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
159,295
shares
|
$25.4 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
157,575
shares
|
$25.1 Million
0.06% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
157,342
shares
|
$25.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
155,781
shares
|
$24.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
154,792
shares
|
$24.7 Million
0.34% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
154,394
shares
|
$24.6 Million
0.12% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
154,381
shares
|
$24.6 Million
0.15% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
154,248
shares
|
$24.6 Million
0.89% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
153,713
shares
|
$24.5 Million
0.26% of portfolio
|
Q3 2024
Added 91.31%
|
|
|
Bridger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
153,693
shares
|
$24.5 Million
14.11% of portfolio
|
Q2 2025
Reduced 18.12%
|
|