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 |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
9,272
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2025
Added 50.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
9,247
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,229
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,214
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2025
Added 580.0%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
9,182
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
9,159
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
9,114
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
9,109
shares
|
$1.45 Million
0.59% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
9,099
shares
|
$1.45 Million
0.35% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
9,065
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,053
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 64.67%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,031
shares
|
$1.44 Million
0.6% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
9,023
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
8,997
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
8,980
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
8,937
shares
|
$1.43 Million
0.61% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,918
shares
|
$1.42 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
8,917
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 71.49%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
8,900
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
8,892
shares
|
$1.42 Million
0.54% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
8,889
shares
|
$1.42 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
8,839
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
8,822
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,818
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
8,793
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.35%
|
|