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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
8,765
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,753
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,712
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
8,703
shares
|
$1.39 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
8,702
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,685
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
8,648
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,643
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,586
shares
|
$1.37 Million
1.16% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
8,559
shares
|
$1.36 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
8,550
shares
|
$1.36 Million
1.29% of portfolio
|
Q1 2025
Reduced 69.05%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
8,491
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
8,465
shares
|
$1.35 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
8,433
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,399
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
8,393
shares
|
$1.34 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,389
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,386
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,379
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2022
Added 43.57%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
8,357
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,353
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
8,276
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,265
shares
|
$1.32 Million
0.59% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
8,261
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
8,257
shares
|
$1.32 Million
0.3% of portfolio
|
Q3 2025
Added 6.19%
|
|