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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
14,695
shares
|
$2.34 Million
0.48% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,695
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
14,647
shares
|
$2.34 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,566
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
14,546
shares
|
$2.32 Million
0.42% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
14,372
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
14,311
shares
|
$2.28 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,240
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
14,238
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
14,220
shares
|
$2.27 Million
0.67% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
14,165
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
14,125
shares
|
$2.25 Million
0.54% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
14,089
shares
|
$2.25 Million
0.69% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
14,062
shares
|
$2.24 Million
0.94% of portfolio
|
Q3 2025
Added 427.06%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
14,044
shares
|
$2.24 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
14,039
shares
|
$2.24 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
14,024
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
13,973
shares
|
$2.23 Million
0.35% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,890
shares
|
$2.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,878
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
13,849
shares
|
$2.21 Million
0.22% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
13,739
shares
|
$2.19 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
13,701
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
13,561
shares
|
$2.16 Million
1.8% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
13,500
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2019
Reduced 6.59%
|
|