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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
5,150
shares
|
$821,167
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,146
shares
|
$820,529
0.15% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,142
shares
|
$819,891
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
5,133
shares
|
$818,456
0.04% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,126
shares
|
$817,340
0.25% of portfolio
|
Q3 2025
Added 154.77%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
5,125
shares
|
$817,181
0.04% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,110
shares
|
$814,789
0.05% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,105
shares
|
$813,992
0.22% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,094
shares
|
$812,238
0.08% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,085
shares
|
$810,803
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$809,846
0.04% of portfolio
|
Q4 2022
Reduced 5.68%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,075
shares
|
$809,208
0.3% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
5,062
shares
|
$807,135
0.31% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,059
shares
|
$806,657
0.09% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,050
shares
|
$805,222
0.2% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,030
shares
|
$802,033
0.2% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,022
shares
|
$800,757
0.05% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,021
shares
|
$800,598
0.03% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
5,012
shares
|
$799,163
0.07% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
5,012
shares
|
$799,163
0.23% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$797,250
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$797,250
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,995
shares
|
$796,452
0.24% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,978
shares
|
$793,742
0.27% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,973
shares
|
$792,944
0.02% of portfolio
|
Q3 2025
Added 3.2%
|
|