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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
27,324
shares
|
$4.36 Million
0.07% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
27,319
shares
|
$4.36 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
27,174
shares
|
$4.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
26,977
shares
|
$4.3 Million
0.29% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,914
shares
|
$4.29 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.09%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
26,790
shares
|
$4.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
26,719
shares
|
$4.26 Million
0.08% of portfolio
|
Q4 2022
Reduced 86.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,615
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
26,508
shares
|
$4.23 Million
0.81% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
26,348
shares
|
$4.2 Million
1.32% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
26,270
shares
|
$4.19 Million
0.61% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
26,176
shares
|
$4.17 Million
0.3% of portfolio
|
Q3 2025
Added 274.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
25,931
shares
|
$4.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
25,867
shares
|
$4.12 Million
0.39% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
25,850
shares
|
$4.12 Million
0.29% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$4.11 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
25,745
shares
|
$4.11 Million
0.22% of portfolio
|
Q3 2025
Added 20.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
25,731
shares
|
$4.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
25,629
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
25,618
shares
|
$4.08 Million
0.18% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
25,553
shares
|
$4.07 Million
0.32% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,482
shares
|
$4.06 Million
0.1% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$4.06 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
25,389
shares
|
$4.05 Million
0.05% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,341
shares
|
$4.04 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|