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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,573
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,557
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,548
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,546
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
6,542
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,520
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,508
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2023
Added 21.99%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
6,507
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 48.64%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
6,500
shares
|
$1.04 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
6,484
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
6,479
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 54.04%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,477
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2025
Added 19.99%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
6,469
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 149.86%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
6,447
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
6,425
shares
|
$1.02 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
6,391
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2025
Added 214.67%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
6,387
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
6,385
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
6,375
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,374
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,363
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
6,360
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,355
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,328
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,296
shares
|
$1 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|