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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,317
shares
|
$8.18 Million
0.27% of portfolio
|
Q2 2022
Added 12.28%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
51,237
shares
|
$8.17 Million
2.05% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
51,220
shares
|
$8.17 Million
1.33% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
50,838
shares
|
$8.11 Million
0.17% of portfolio
|
Q3 2025
Added 366.4%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
50,668
shares
|
$8.08 Million
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Nat West Group PLC
|
Oct 08, 2025 Q3 2025 |
50,521
shares
|
$8.06 Million
2.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
50,290
shares
|
$8.02 Million
0.26% of portfolio
|
Q3 2025
Added 132.39%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
50,261
shares
|
$8.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 80.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
50,013
shares
|
$7.97 Million
0.61% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
50,012
shares
|
$7.97 Million
0.45% of portfolio
|
Q3 2025
Added 34.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
49,788
shares
|
$7.94 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
49,300
shares
|
$7.86 Million
0.28% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
49,215
shares
|
$7.85 Million
0.97% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
49,070
shares
|
$7.82 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
48,912
shares
|
$7.8 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
48,705
shares
|
$7.77 Million
0.27% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
48,409
shares
|
$7.72 Million
0.29% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
48,243
shares
|
$7.69 Million
0.19% of portfolio
|
Q3 2025
Added 63.85%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
47,751
shares
|
$7.61 Million
0.34% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
47,635
shares
|
$7.6 Million
0.33% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
47,269
shares
|
$7.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
47,009
shares
|
$7.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Worm Capital, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
46,858
shares
|
$7.47 Million
3.44% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
46,704
shares
|
$7.45 Million
0.12% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46,631
shares
|
$7.44 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.69%
|
|