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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
5,706
shares
|
$909,821
0.16% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
5,704
shares
|
$909,502
0.14% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
5,672
shares
|
$904,400
0.3% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,664
shares
|
$903,124
0.02% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
5,645
shares
|
$900,095
0.64% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,618
shares
|
$895,790
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,606
shares
|
$893,876
0.09% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
5,597
shares
|
$892,441
0.28% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,574
shares
|
$888,774
0.0% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,521
shares
|
$880,323
0.08% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,513
shares
|
$879,047
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
5,504
shares
|
$877,612
0.02% of portfolio
|
Q3 2025
Added 224.53%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$876,974
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
5,491
shares
|
$875,539
0.13% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
5,475
shares
|
$872,988
0.68% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
5,458
shares
|
$870,278
0.42% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
5,457
shares
|
$870,118
0.3% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
5,437
shares
|
$866,929
0.28% of portfolio
|
Q3 2025
Reduced 28.77%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
5,436
shares
|
$866,770
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,428
shares
|
$865,494
0.06% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
5,426
shares
|
$865,175
0.17% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,407
shares
|
$862,146
0.15% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
5,392
shares
|
$859,754
0.37% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
5,382
shares
|
$858,159
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,381
shares
|
$858,000
0.03% of portfolio
|
Q3 2025
Added 4.28%
|
|