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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
15,390
shares
|
$2.45 Million
0.27% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
15,343
shares
|
$2.45 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
15,327
shares
|
$2.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
15,325
shares
|
$2.44 Million
0.42% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
New England Research & Management, Inc.
|
Oct 06, 2025 Q3 2025 |
15,275
shares
|
$2.44 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
15,254
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2025
Added 17234.09%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
15,216
shares
|
$2.43 Million
0.43% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
15,184
shares
|
$2.42 Million
0.21% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
15,181
shares
|
$2.42 Million
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
15,153
shares
|
$2.42 Million
0.28% of portfolio
|
Q1 2024
Added 202.03%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
15,152
shares
|
$2.42 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,114
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
15,094
shares
|
$2.41 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
15,094
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 56.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15,002
shares
|
$2.39 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
14,990
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2025
Added 39.38%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,976
shares
|
$2.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
14,955
shares
|
$2.38 Million
1.41% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
14,910
shares
|
$2.38 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
14,908
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
14,892
shares
|
$2.37 Million
0.68% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
14,882
shares
|
$2.37 Million
0.51% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
14,858
shares
|
$2.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
14,800
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,750
shares
|
$2.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.68%
|
|