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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
81,945
shares
|
$13.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
81,219
shares
|
$13 Million
1.16% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
80,788
shares
|
$12.9 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
80,771
shares
|
$12.9 Million
0.07% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
80,439
shares
|
$12.8 Million
0.63% of portfolio
|
Q4 2023
Added 24.83%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
79,743
shares
|
$12.7 Million
0.54% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
79,588
shares
|
$12.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
79,237
shares
|
$12.6 Million
1.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
79,023
shares
|
$12.6 Million
0.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
77,898
shares
|
$12.4 Million
0.19% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
77,694
shares
|
$12.4 Million
0.09% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
77,571
shares
|
$12.4 Million
1.33% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
77,539
shares
|
$12.4 Million
2.09% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
76,395
shares
|
$12.2 Million
0.3% of portfolio
|
Q3 2025
Added 58.39%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
76,055
shares
|
$12.1 Million
0.24% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
75,393
shares
|
$12 Million
3.34% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
74,578
shares
|
$11.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
74,419
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
74,416
shares
|
$11.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
73,900
shares
|
$11.8 Million
0.39% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
72,564
shares
|
$11.6 Million
0.16% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
72,535
shares
|
$11.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
72,310
shares
|
$11.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
72,232
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
72,182
shares
|
$11.5 Million
1.89% of portfolio
|
Q3 2025
Reduced 3.75%
|
|