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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
23,260
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,212
shares
|
$3.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,195
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,142
shares
|
$3.69 Million
0.05% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
23,127
shares
|
$3.69 Million
1.76% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,016
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2022
Added 312.99%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 07, 2025 Q3 2025 |
23,000
shares
|
$3.67 Million
2.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,959
shares
|
$3.66 Million
0.06% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
22,927
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2025
Added 97.37%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
22,728
shares
|
$3.62 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
22,698
shares
|
$3.62 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
22,608
shares
|
$3.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
22,490
shares
|
$3.59 Million
0.27% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
22,406
shares
|
$3.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
22,332
shares
|
$3.56 Million
0.58% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
22,272
shares
|
$3.55 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
22,238
shares
|
$3.55 Million
0.07% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,200
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
22,200
shares
|
$3.54 Million
0.8% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,143
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
22,000
shares
|
$3.51 Million
0.88% of portfolio
|
Q3 2017
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
21,837
shares
|
$3.48 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,824
shares
|
$3.48 Million
0.91% of portfolio
|
Q1 2024
Added 9.61%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
21,800
shares
|
$3.48 Million
0.11% of portfolio
|
Q2 2022
Reduced 30.57%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
21,762
shares
|
$3.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|