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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
17,414
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
17,326
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
17,252
shares
|
$2.75 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
17,219
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
17,207
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,200
shares
|
$2.74 Million
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
17,171
shares
|
$2.74 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
17,169
shares
|
$2.74 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
17,161
shares
|
$2.74 Million
0.53% of portfolio
|
Q3 2025
Added 83.03%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
17,098
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 50.66%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,075
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
17,005
shares
|
$2.71 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
16,973
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2025
Added 44.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,958
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 60.24%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,928
shares
|
$2.7 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,908
shares
|
$2.7 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
16,907
shares
|
$2.7 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,851
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2025
Added 135.84%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
16,846
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
16,832
shares
|
$2.68 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
16,820
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
16,736
shares
|
$2.67 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
16,684
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
16,647
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,640
shares
|
$2.65 Million
0.09% of portfolio
|
Q2 2022
Added 8.4%
|
|