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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,377
shares
|
$857,362
0.03% of portfolio
|
Q3 2025
Reduced 25.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
5,374
shares
|
$856,884
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
5,371
shares
|
$856,405
0.03% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,368
shares
|
$855,927
0.2% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
5,360
shares
|
$854,651
0.11% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
5,351
shares
|
$853,216
0.45% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,335
shares
|
$850,665
0.02% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
5,329
shares
|
$849,709
0.1% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
5,316
shares
|
$847,636
0.28% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
5,295
shares
|
$844,287
0.07% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
5,283
shares
|
$842,374
0.29% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
5,266
shares
|
$839,663
0.28% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
5,265
shares
|
$839,504
0.09% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,259
shares
|
$838,547
0.19% of portfolio
|
Q4 2022
Added 1812.36%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,253
shares
|
$837,590
0.02% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
5,251
shares
|
$837,271
0.02% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,243
shares
|
$835,996
0.05% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
5,239
shares
|
$835,358
0.11% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
5,231
shares
|
$834,082
0.2% of portfolio
|
Q3 2023
Added 4.22%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,217
shares
|
$831,850
0.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
5,175
shares
|
$825,153
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
5,168
shares
|
$824,037
0.06% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
5,161
shares
|
$822,921
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,159
shares
|
$822,602
0.3% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,150
shares
|
$821,167
0.04% of portfolio
|
Q2 2024
Added 4.68%
|
|