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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
8,215
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,203
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 67.82%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
8,187
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,180
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
8,171
shares
|
$1.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,139
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
8,134
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
8,103
shares
|
$1.29 Million
1.17% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,101
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
8,092
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
8,090
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
8,089
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
8,038
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,022
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
8,016
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
8,012
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,007
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
8,000
shares
|
$1.28 Million
0.76% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
7,966
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
7,946
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,944
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
7,942
shares
|
$1.27 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
7,932
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,897
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,885
shares
|
$1.26 Million
0.31% of portfolio
|
Q3 2025
Reduced 20.55%
|
|