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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
12,533
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
12,517
shares
|
$2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
12,501
shares
|
$1.99 Million
0.53% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
12,352
shares
|
$1.97 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
12,347
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
12,323
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2025
Reduced 74.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
12,189
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
12,180
shares
|
$1.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
12,143
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
12,105
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
12,103
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,097
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2022
Added 25.27%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
12,080
shares
|
$1.93 Million
0.73% of portfolio
|
Q3 2025
Reduced 27.42%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
12,065
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
12,057
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
11,947
shares
|
$1.9 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,894
shares
|
$1.9 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
11,804
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Added 74.32%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
11,792
shares
|
$1.88 Million
0.24% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
11,698
shares
|
$1.87 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
11,696
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
11,659
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
11,600
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
11,559
shares
|
$1.84 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.77%
|
|