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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
25,294
shares
|
$4.03 Million
0.41% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
25,223
shares
|
$4.02 Million
0.58% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
25,192
shares
|
$4.02 Million
0.46% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
25,155
shares
|
$4.01 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
25,147
shares
|
$4.01 Million
0.39% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
25,000
shares
|
$3.99 Million
0.24% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
24,971
shares
|
$3.98 Million
0.43% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
24,893
shares
|
$3.97 Million
0.15% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
24,832
shares
|
$3.96 Million
1.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
24,692
shares
|
$3.94 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
24,677
shares
|
$3.93 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$3.93 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
24,654
shares
|
$3.93 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
24,454
shares
|
$3.9 Million
0.1% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
24,397
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
24,235
shares
|
$3.86 Million
0.32% of portfolio
|
Q1 2025
Added 314.27%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
24,227
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Added 100.55%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
23,926
shares
|
$3.82 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,878
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
23,846
shares
|
$3.8 Million
0.53% of portfolio
|
Q3 2025
Added 46.38%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
23,844
shares
|
$3.8 Million
0.69% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
23,828
shares
|
$3.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
23,710
shares
|
$3.78 Million
0.53% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
23,466
shares
|
$3.74 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,345
shares
|
$3.72 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|