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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
46,619
shares
|
$7.43 Million
0.14% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
45,796
shares
|
$7.3 Million
3.37% of portfolio
|
Q3 2025
Reduced 21.77%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
45,328
shares
|
$7.23 Million
8.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
45,128
shares
|
$7.2 Million
0.35% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
44,973
shares
|
$7.17 Million
0.77% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
44,747
shares
|
$7.13 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
44,710
shares
|
$7.13 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
44,633
shares
|
$7.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
44,568
shares
|
$7.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
44,475
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
44,360
shares
|
$7.07 Million
0.04% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
44,204
shares
|
$7.05 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
44,071
shares
|
$7.03 Million
0.07% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
43,613
shares
|
$6.95 Million
1.25% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
43,113
shares
|
$6.87 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Sarasin & Partners LLP
|
Oct 10, 2025 Q3 2025 |
42,808
shares
|
$6.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 88.35%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
42,798
shares
|
$6.82 Million
0.87% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
42,791
shares
|
$6.82 Million
0.05% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
42,716
shares
|
$6.81 Million
0.03% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
42,372
shares
|
$6.76 Million
0.29% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
42,295
shares
|
$6.74 Million
1.04% of portfolio
|
Q3 2025
Added 174.73%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
42,181
shares
|
$6.73 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
42,174
shares
|
$6.72 Million
0.51% of portfolio
|
Q3 2025
Added 48.5%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
41,886
shares
|
$6.68 Million
0.3% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
41,767
shares
|
$6.66 Million
0.26% of portfolio
|
Q3 2023
Reduced 76.32%
|
|