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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
13,496
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
13,494
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,479
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$2.14 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
13,366
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
13,273
shares
|
$2.12 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,232
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
13,222
shares
|
$2.11 Million
0.16% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
13,203
shares
|
$2.11 Million
0.86% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
13,152
shares
|
$2.1 Million
0.4% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
13,034
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
12,962
shares
|
$2.07 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
12,906
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
12,855
shares
|
$2.05 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
12,828
shares
|
$2.05 Million
0.3% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
12,749
shares
|
$2.03 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
12,714
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,711
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,707
shares
|
$2.03 Million
0.1% of portfolio
|
Q4 2022
Added 59.86%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
12,700
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Added 103.13%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
12,699
shares
|
$2.02 Million
0.32% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
12,635
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
12,600
shares
|
$2.01 Million
0.54% of portfolio
|
Q2 2020
Reduced 30.0%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
12,556
shares
|
$2 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.02%
|
|