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 |
|---|---|---|---|---|---|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,928
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9,924
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
9,908
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,905
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
9,900
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2025
Added 32.41%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
9,853
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,803
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,692
shares
|
$1.55 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
9,684
shares
|
$1.54 Million
0.48% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
9,660
shares
|
$1.54 Million
1.28% of portfolio
|
Q3 2025
Added 643.08%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,603
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
9,596
shares
|
$1.53 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,576
shares
|
$1.53 Million
0.1% of portfolio
|
Q4 2023
Reduced 51.19%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
9,527
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
9,488
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
9,458
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
9,449
shares
|
$1.51 Million
0.22% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
9,446
shares
|
$1.51 Million
0.82% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
9,406
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
9,371
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9,346
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,323
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
9,321
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
9,313
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,283
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.13%
|
|