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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
38,049
shares
|
$6.07 Million
0.2% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
37,974
shares
|
$6.05 Million
0.4% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
37,728
shares
|
$6.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
37,717
shares
|
$6.01 Million
1.86% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
37,257
shares
|
$5.94 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$5.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
36,671
shares
|
$5.85 Million
0.86% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,162
shares
|
$5.77 Million
0.47% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
36,155
shares
|
$5.76 Million
1.67% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
36,088
shares
|
$5.75 Million
1.85% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$5.75 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
36,020
shares
|
$5.74 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
36,000
shares
|
$5.74 Million
1.04% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
35,783
shares
|
$5.71 Million
0.11% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
35,747
shares
|
$5.7 Million
0.21% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
35,377
shares
|
$5.64 Million
4.85% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
35,242
shares
|
$5.62 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,185
shares
|
$5.61 Million
0.21% of portfolio
|
Q4 2024
Added 52.4%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
35,182
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 79.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,125
shares
|
$5.6 Million
0.05% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
35,060
shares
|
$5.59 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
35,032
shares
|
$5.59 Million
0.25% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$5.58 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
34,756
shares
|
$5.54 Million
0.38% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
34,617
shares
|
$5.52 Million
0.02% of portfolio
|
Q3 2025
Added 501.62%
|
|