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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
29,845
shares
|
$4.76 Million
0.37% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
29,718
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
29,597
shares
|
$4.72 Million
0.18% of portfolio
|
Q3 2025
Added 1003.13%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$4.71 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
29,568
shares
|
$4.71 Million
0.31% of portfolio
|
Q3 2025
Added 395.36%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
29,390
shares
|
$4.69 Million
2.2% of portfolio
|
Q3 2025
Added 101244.83%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
29,266
shares
|
$4.67 Million
0.2% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
29,070
shares
|
$4.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
29,052
shares
|
$4.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
29,020
shares
|
$4.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,509
shares
|
$4.55 Million
0.19% of portfolio
|
Q3 2023
Reduced 12.52%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,407
shares
|
$4.53 Million
0.06% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
28,287
shares
|
$4.51 Million
0.25% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
28,253
shares
|
$4.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
28,046
shares
|
$4.47 Million
0.55% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
27,940
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.12%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
27,871
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
27,765
shares
|
$4.43 Million
0.21% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
27,758
shares
|
$4.43 Million
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
27,754
shares
|
$4.43 Million
0.32% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
27,747
shares
|
$4.42 Million
1.39% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
27,709
shares
|
$4.42 Million
0.69% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
27,351
shares
|
$4.36 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
27,338
shares
|
$4.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
27,326
shares
|
$4.36 Million
1.94% of portfolio
|
Q3 2025
Added 12.29%
|
|