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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
20,352
shares
|
$3.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
20,307
shares
|
$3.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
20,294
shares
|
$3.24 Million
0.1% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,250
shares
|
$3.23 Million
0.44% of portfolio
|
Q2 2022
Reduced 2.15%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
20,151
shares
|
$3.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
20,150
shares
|
$3.21 Million
0.82% of portfolio
|
Q1 2022
Added 0.75%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 06, 2025 Q3 2025 |
20,070
shares
|
$3.2 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
20,003
shares
|
$3.19 Million
0.55% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$3.19 Million
3.39% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
19,925
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,695
shares
|
$3.14 Million
0.04% of portfolio
|
Q1 2024
Reduced 32.11%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,672
shares
|
$3.14 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
19,628
shares
|
$3.13 Million
0.43% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
19,505
shares
|
$3.11 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
19,377
shares
|
$3.09 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
19,329
shares
|
$3.08 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
19,023
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2025
Added 432.86%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
19,000
shares
|
$3.03 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
18,925
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2025
Added 151.03%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
18,886
shares
|
$3.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
18,797
shares
|
$3 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
18,619
shares
|
$2.97 Million
1.75% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
18,485
shares
|
$2.95 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
18,424
shares
|
$2.94 Million
0.18% of portfolio
|
Q3 2025
Added 94.78%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,410
shares
|
$2.94 Million
0.37% of portfolio
|
Q3 2025
Added 13.99%
|
|