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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
111,087
shares
|
$17.7 Million
1.23% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
110,867
shares
|
$17.7 Million
0.12% of portfolio
|
Q3 2025
Added 52.12%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
110,229
shares
|
$17.6 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
108,798
shares
|
$17.3 Million
1.31% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
108,383
shares
|
$17.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
108,290
shares
|
$17.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
107,016
shares
|
$17.1 Million
0.86% of portfolio
|
Q3 2025
Added 4996.0%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
106,697
shares
|
$17 Million
0.16% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
103,886
shares
|
$16.6 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
103,800
shares
|
$16.6 Million
0.22% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
103,485
shares
|
$16.5 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
102,674
shares
|
$16.4 Million
5.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
102,000
shares
|
$16.3 Million
2.06% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
101,602
shares
|
$16.2 Million
0.39% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Covea Finance
|
Oct 16, 2025 Q3 2025 |
100,200
shares
|
$16 Million
0.56% of portfolio
|
Q3 2025
Added 106.6%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
99,593
shares
|
$15.9 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
99,255
shares
|
$15.8 Million
0.09% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
99,078
shares
|
$15.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
98,816
shares
|
$15.8 Million
0.14% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
97,221
shares
|
$15.5 Million
1.06% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
96,778
shares
|
$15.4 Million
1.8% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
96,412
shares
|
$15.4 Million
3.55% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
95,200
shares
|
$15.2 Million
0.51% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
94,803
shares
|
$15.1 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
94,467
shares
|
$15.1 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.32%
|
|