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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
21,701
shares
|
$3.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 20.51%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
21,607
shares
|
$3.45 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,578
shares
|
$3.44 Million
0.11% of portfolio
|
Q3 2022
Added 16.68%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,570
shares
|
$3.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
21,543
shares
|
$3.44 Million
0.03% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
21,460
shares
|
$3.42 Million
0.18% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,442
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
21,395
shares
|
$3.41 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
21,324
shares
|
$3.4 Million
1.31% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
21,239
shares
|
$3.39 Million
0.05% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21,232
shares
|
$3.39 Million
0.05% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
21,170
shares
|
$3.38 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
20,949
shares
|
$3.34 Million
0.15% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
20,866
shares
|
$3.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
20,801
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
20,758
shares
|
$3.31 Million
0.11% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,719
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
20,700
shares
|
$3.3 Million
1.18% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
20,687
shares
|
$3.3 Million
1.85% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
20,671
shares
|
$3.3 Million
0.06% of portfolio
|
Q3 2025
Added 60.56%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
20,661
shares
|
$3.29 Million
1.08% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
20,656
shares
|
$3.29 Million
0.16% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
20,646
shares
|
$3.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
20,638
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
20,427
shares
|
$3.26 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|