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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
7,001
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
7,000
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
7,000
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,993
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
6,993
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
6,983
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,979
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
6,967
shares
|
$1.11 Million
0.43% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
6,898
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,879
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
6,837
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
6,797
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,761
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
6,735
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
6,725
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2023
Reduced 11.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,725
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Robotti Robert
New York, NY |
Nov 10, 2025 Q3 2025 |
6,715
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
6,692
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
6,651
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
6,616
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
6,612
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 51.2%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,608
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
6,600
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
6,596
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
6,582
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Added 0.41%
|
|