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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
34,595
shares
|
$5.52 Million
0.37% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
34,508
shares
|
$5.5 Million
0.07% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,464
shares
|
$5.5 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
34,464
shares
|
$5.5 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
34,150
shares
|
$5.45 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
34,100
shares
|
$5.44 Million
0.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
34,081
shares
|
$5.43 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
34,072
shares
|
$5.43 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
33,992
shares
|
$5.42 Million
1.03% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
33,978
shares
|
$5.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
33,950
shares
|
$5.41 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
33,897
shares
|
$5.4 Million
0.16% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
33,819
shares
|
$5.39 Million
1.59% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
33,764
shares
|
$5.38 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
33,688
shares
|
$5.37 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
33,270
shares
|
$5.3 Million
0.11% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
33,262
shares
|
$5.3 Million
0.11% of portfolio
|
Q3 2025
Added 41.12%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
33,094
shares
|
$5.28 Million
0.08% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
33,001
shares
|
$5.26 Million
0.15% of portfolio
|
Q3 2025
Added 30.1%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$5.25 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
32,906
shares
|
$5.25 Million
0.53% of portfolio
|
Q3 2025
Added 254.55%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
32,814
shares
|
$5.23 Million
1.69% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
32,804
shares
|
$5.23 Million
0.04% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
32,768
shares
|
$5.22 Million
0.35% of portfolio
|
Q3 2025
Reduced 22.71%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
32,539
shares
|
$5.19 Million
0.72% of portfolio
|
Q3 2025
Added 2.24%
|
|