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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,479
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$1.19 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,445
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
7,400
shares
|
$1.18 Million
0.73% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
7,369
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
7,333
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,288
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 65.9%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,258
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,253
shares
|
$1.16 Million
0.73% of portfolio
|
Q4 2023
Reduced 26.39%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
7,242
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
7,236
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,206
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,200
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2022
Added 35.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
7,198
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
7,188
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,152
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,141
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,130
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
7,085
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
7,061
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
7,058
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2025
Added 69.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,039
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2020
Added 102.89%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
7,038
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 25.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,027
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Added 44.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,022
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 3.07%
|
|