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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
4,694
shares
|
$748,458
0.04% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
4,679
shares
|
$746,066
0.22% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,672
shares
|
$744,950
0.06% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
4,644
shares
|
$740,485
0.14% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,642
shares
|
$740,166
0.43% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,642
shares
|
$740,166
0.07% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,638
shares
|
$739,529
0.06% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
4,627
shares
|
$737,775
0.59% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,621
shares
|
$736,818
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,610
shares
|
$735,064
0.33% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,595
shares
|
$732,672
0.13% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,593
shares
|
$732,353
0.14% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,589
shares
|
$731,716
0.02% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,581
shares
|
$730,440
0.02% of portfolio
|
Q2 2023
Added 3.9%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
4,577
shares
|
$729,802
0.23% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,566
shares
|
$728,048
0.05% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
4,560
shares
|
$727,092
0.34% of portfolio
|
Q3 2025
Added 185.0%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,551
shares
|
$725,656
0.26% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Renaissance Investment Group LLC
|
Oct 07, 2025 Q3 2025 |
4,550
shares
|
$725,497
0.16% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,550
shares
|
$725,497
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,549
shares
|
$725,338
0.09% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
4,549
shares
|
$725,338
0.21% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,547
shares
|
$725,019
0.05% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
4,540
shares
|
$723,903
0.08% of portfolio
|
Q3 2025
Reduced 32.81%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,535
shares
|
$723,105
0.29% of portfolio
|
Q1 2025
Reduced 45.86%
|
|