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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
18,398
shares
|
$2.93 Million
0.69% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
18,385
shares
|
$2.93 Million
1.73% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
18,380
shares
|
$2.93 Million
0.11% of portfolio
|
Q3 2025
Added 77.05%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
18,371
shares
|
$2.93 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
18,350
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
18,249
shares
|
$2.91 Million
0.35% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 23, 2025 Q3 2025 |
18,181
shares
|
$2.9 Million
1.75% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
18,175
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
18,138
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
18,134
shares
|
$2.89 Million
0.19% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
18,062
shares
|
$2.88 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
18,013
shares
|
$2.87 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
18,000
shares
|
$2.87 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
17,920
shares
|
$2.86 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,908
shares
|
$2.86 Million
0.47% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
17,893
shares
|
$2.85 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17,760
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
17,759
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
17,664
shares
|
$2.82 Million
1.33% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,619
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2024
Added 115.92%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
17,616
shares
|
$2.81 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
17,576
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,485
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
17,456
shares
|
$2.78 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
17,425
shares
|
$2.78 Million
1.21% of portfolio
|
Q3 2025
Reduced 3.6%
|
|