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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,876
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,863
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
7,839
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Added 2198.83%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,814
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,812
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
7,807
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,750
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7,710
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
7,693
shares
|
$1.23 Million
0.35% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,673
shares
|
$1.22 Million
0.46% of portfolio
|
Q1 2023
Reduced 4.59%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
7,671
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
7,666
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
7,663
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2025
Reduced 50.62%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,632
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,622
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
7,620
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,607
shares
|
$1.21 Million
0.3% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
7,583
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,580
shares
|
$1.21 Million
0.57% of portfolio
|
Q3 2025
Reduced 28.17%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
7,577
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,575
shares
|
$1.21 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$1.2 Million
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
7,530
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,515
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,491
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Added 2.8%
|
|