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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
4,968
shares
|
$792,147
0.05% of portfolio
|
Q3 2023
Reduced 50.02%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,964
shares
|
$791,509
0.09% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
4,959
shares
|
$790,712
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
4,956
shares
|
$790,234
0.02% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
4,952
shares
|
$789,596
0.78% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
4,910
shares
|
$782,899
0.48% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,894
shares
|
$780,348
0.31% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,893
shares
|
$780,188
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,893
shares
|
$780,188
0.03% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,877
shares
|
$777,637
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,864
shares
|
$775,564
0.0% of portfolio
|
Q4 2023
Added 26.7%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
4,857
shares
|
$774,448
0.05% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,808
shares
|
$766,635
0.11% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,793
shares
|
$764,243
0.64% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,793
shares
|
$764,243
0.08% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
4,784
shares
|
$762,808
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,781
shares
|
$762,330
0.08% of portfolio
|
Q3 2023
Added 57.89%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,755
shares
|
$758,184
0.26% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
4,754
shares
|
$758,025
0.32% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
4,753
shares
|
$757,865
0.04% of portfolio
|
Q3 2025
Added 60.95%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
4,730
shares
|
$754,198
0.15% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
4,725
shares
|
$753,401
0.41% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
4,719
shares
|
$752,444
0.05% of portfolio
|
Q3 2025
Reduced 60.17%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
4,717
shares
|
$752,125
0.4% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,716
shares
|
$751,966
0.11% of portfolio
|
Q3 2025
Added 45.42%
|
|