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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,278
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
6,258
shares
|
$997,838
0.51% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,243
shares
|
$995,446
0.44% of portfolio
|
Q1 2021
New holding
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
6,219
shares
|
$991,619
0.0% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 17, 2025 Q3 2025 |
6,215
shares
|
$990,981
0.76% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
6,200
shares
|
$988,589
0.22% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,200
shares
|
$988,589
0.52% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
6,194
shares
|
$987,633
0.56% of portfolio
|
Q3 2025
Reduced 25.26%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
6,174
shares
|
$984,444
0.16% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,172
shares
|
$984,125
0.0% of portfolio
|
Q3 2025
Reduced 71.06%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,125
shares
|
$976,631
0.02% of portfolio
|
Q1 2025
Added 145.0%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
6,115
shares
|
$975,036
0.3% of portfolio
|
Q1 2025
Added 48.6%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
6,104
shares
|
$973,282
0.14% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,102
shares
|
$972,963
0.02% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,094
shares
|
$971,688
0.01% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,088
shares
|
$970,731
0.08% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,061
shares
|
$966,426
0.06% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,061
shares
|
$966,426
0.12% of portfolio
|
Q3 2025
Added 88.17%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,049
shares
|
$964,513
0.26% of portfolio
|
Q3 2025
Added 46.75%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
6,045
shares
|
$963,875
0.12% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,044
shares
|
$963,715
0.66% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,034
shares
|
$962,121
0.04% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,031
shares
|
$961,642
0.1% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
6,000
shares
|
$956,699
0.14% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,966
shares
|
$951,278
0.0% of portfolio
|
Q3 2025
Added 32.61%
|
|