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 |
|---|---|---|---|---|---|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
4,534
shares
|
$722,946
0.21% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,532
shares
|
$722,627
0.07% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,524
shares
|
$721,351
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,522
shares
|
$721,032
0.03% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,516
shares
|
$720,076
0.05% of portfolio
|
Q3 2025
Added 70.67%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,515
shares
|
$719,916
0.28% of portfolio
|
Q4 2024
Added 227.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,508
shares
|
$718,800
0.11% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$717,525
0.09% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
4,455
shares
|
$710,349
0.25% of portfolio
|
Q3 2025
Added 139.26%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,454
shares
|
$710,190
0.04% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,450
shares
|
$709,552
0.03% of portfolio
|
Q4 2022
Added 59.73%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,421
shares
|
$704,928
0.03% of portfolio
|
Q3 2022
Reduced 27.77%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,408
shares
|
$702,855
0.14% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
4,402
shares
|
$701,898
0.46% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,400
shares
|
$701,580
0.04% of portfolio
|
Q3 2023
Added 51.72%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,379
shares
|
$698,231
0.02% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
4,364
shares
|
$695,839
0.11% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
4,364
shares
|
$695,839
0.08% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
4,359
shares
|
$695,042
0.04% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,357
shares
|
$694,723
0.47% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$693,926
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,340
shares
|
$692,013
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
4,333
shares
|
$690,896
0.01% of portfolio
|
Q3 2025
Added 123.01%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$690,418
1.91% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
4,330
shares
|
$690,418
0.02% of portfolio
|
Q3 2025
Reduced 1.59%
|
|