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 |
|---|---|---|---|---|---|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,966
shares
|
$951,278
0.04% of portfolio
|
Q3 2025
Reduced 53.99%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,961
shares
|
$950,481
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,958
shares
|
$950,003
0.07% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,915
shares
|
$943,146
1.08% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,904
shares
|
$941,392
0.0% of portfolio
|
Q3 2025
Reduced 85.47%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
5,898
shares
|
$940,436
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,897
shares
|
$940,276
0.02% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,897
shares
|
$940,276
0.46% of portfolio
|
Q3 2025
Added 140.79%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,879
shares
|
$937,406
0.11% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
5,870
shares
|
$935,971
0.32% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,868
shares
|
$935,652
0.0% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,843
shares
|
$931,666
0.06% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,839
shares
|
$931,028
0.04% of portfolio
|
Q3 2025
Added 553.13%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
5,832
shares
|
$929,912
0.37% of portfolio
|
Q3 2025
Reduced 34.98%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
5,814
shares
|
$927,042
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,801
shares
|
$924,969
0.11% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
5,798
shares
|
$924,491
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
5,789
shares
|
$923,056
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,776
shares
|
$920,983
0.07% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,774
shares
|
$920,664
0.19% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5,768
shares
|
$919,707
0.26% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,764
shares
|
$919,069
0.23% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,764
shares
|
$919,069
0.02% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,745
shares
|
$916,040
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
5,744
shares
|
$915,880
0.21% of portfolio
|
Q1 2025
Added 17.49%
|
|