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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
16,608
shares
|
$2.65 Million
0.09% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,500
shares
|
$2.63 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
16,486
shares
|
$2.63 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
16,460
shares
|
$2.62 Million
0.85% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
16,350
shares
|
$2.61 Million
0.48% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,211
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
16,207
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
16,114
shares
|
$2.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,086
shares
|
$2.56 Million
0.2% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
16,044
shares
|
$2.56 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
16,000
shares
|
$2.55 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 13, 2025 Q3 2025 |
15,995
shares
|
$2.55 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
15,936
shares
|
$2.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15,850
shares
|
$2.53 Million
0.26% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
15,846
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
15,810
shares
|
$2.52 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,795
shares
|
$2.52 Million
0.14% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
15,764
shares
|
$2.51 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
15,652
shares
|
$2.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
15,639
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
15,605
shares
|
$2.49 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
15,500
shares
|
$2.47 Million
0.78% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
15,415
shares
|
$2.46 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
15,400
shares
|
$2.46 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
15,396
shares
|
$2.45 Million
1.67% of portfolio
|
Q3 2025
Reduced 2.22%
|
|