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 |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
71,412
shares
|
$11.4 Million
1.53% of portfolio
|
Q3 2025
Added 32.17%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
71,169
shares
|
$11.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Hourglass Capital, LLC
|
Nov 10, 2025 Q3 2025 |
71,165
shares
|
$11.3 Million
2.65% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
70,548
shares
|
$11.2 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
70,437
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70,041
shares
|
$11.2 Million
4.69% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
69,975
shares
|
$11.2 Million
1.33% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
69,868
shares
|
$11.1 Million
0.16% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
69,864
shares
|
$11.1 Million
1.26% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
69,164
shares
|
$11 Million
0.15% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
69,155
shares
|
$11 Million
0.11% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
69,017
shares
|
$11 Million
0.93% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
68,872
shares
|
$11 Million
0.18% of portfolio
|
Q2 2025
Added 58.79%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
68,343
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Added 37.23%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
67,507
shares
|
$10.8 Million
4.43% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
67,110
shares
|
$10.7 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
66,969
shares
|
$10.7 Million
0.13% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
66,524
shares
|
$10.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
65,889
shares
|
$10.5 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
65,838
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
65,361
shares
|
$10.4 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
65,271
shares
|
$10.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 28.97%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
65,264
shares
|
$10.4 Million
0.38% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
64,853
shares
|
$10.3 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
64,672
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2025
Added 1.1%
|
|