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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
32,301
shares
|
$5.15 Million
0.47% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
32,291
shares
|
$5.15 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
32,146
shares
|
$5.13 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
32,118
shares
|
$5.12 Million
2.28% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
31,814
shares
|
$5.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
31,800
shares
|
$5.07 Million
0.08% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
31,774
shares
|
$5.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
31,684
shares
|
$5.05 Million
3.08% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
31,605
shares
|
$5.04 Million
0.44% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
31,502
shares
|
$5.02 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
31,400
shares
|
$5.01 Million
0.08% of portfolio
|
Q3 2025
Added 313.16%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
31,392
shares
|
$5.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 97.45%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
31,351
shares
|
$5 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
31,136
shares
|
$4.96 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
30,978
shares
|
$4.94 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
30,854
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2025
Added 45.3%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
30,591
shares
|
$4.88 Million
0.14% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
30,577
shares
|
$4.88 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
30,454
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
30,444
shares
|
$4.85 Million
0.27% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
30,309
shares
|
$4.83 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
30,250
shares
|
$4.82 Million
0.51% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
30,158
shares
|
$4.81 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
30,000
shares
|
$4.78 Million
1.0% of portfolio
|
Q1 2018
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
29,941
shares
|
$4.77 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.1%
|
|