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 |
|---|---|---|---|---|---|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
11,550
shares
|
$1.84 Million
0.55% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
11,520
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,508
shares
|
$1.83 Million
0.16% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
11,484
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
11,430
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
11,400
shares
|
$1.82 Million
0.38% of portfolio
|
Q1 2020
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
11,344
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
11,330
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
11,327
shares
|
$1.81 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
11,300
shares
|
$1.8 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
11,299
shares
|
$1.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
11,291
shares
|
$1.8 Million
0.97% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,284
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2025
Added 25.88%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
11,226
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
11,190
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
11,175
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
11,169
shares
|
$1.78 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
11,160
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
11,042
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
11,040
shares
|
$1.76 Million
0.95% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
11,014
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
11,001
shares
|
$1.75 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
10,974
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Added 47.98%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,961
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
10,934
shares
|
$1.74 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.33%
|
|