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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,743
shares
|
$1.71 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,739
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
10,737
shares
|
$1.71 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
10,670
shares
|
$1.7 Million
1.23% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
10,595
shares
|
$1.69 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
10,571
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,519
shares
|
$1.68 Million
0.09% of portfolio
|
Q1 2023
Added 38.14%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
10,439
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
10,421
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 90.07%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,325
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
10,295
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,289
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
10,282
shares
|
$1.64 Million
0.82% of portfolio
|
Q3 2025
Reduced 98.14%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
10,265
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
10,231
shares
|
$1.63 Million
0.36% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,206
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
10,191
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
10,111
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
10,090
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
10,037
shares
|
$1.6 Million
0.94% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 97.84%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,992
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
9,984
shares
|
$1.59 Million
0.79% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
9,978
shares
|
$1.59 Million
0.26% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
9,961
shares
|
$1.59 Million
1.47% of portfolio
|
Q3 2025
Reduced 12.01%
|
|