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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
4,310
shares
|
$687,229
0.11% of portfolio
|
Q3 2025
Added 43.67%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,308
shares
|
$686,910
0.06% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
4,284
shares
|
$683,083
0.24% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,284
shares
|
$683,083
0.03% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
4,273
shares
|
$681,329
0.02% of portfolio
|
Q2 2025
Reduced 55.84%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,272
shares
|
$681,170
0.04% of portfolio
|
Q3 2025
Reduced 41.89%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
4,270
shares
|
$680,851
0.23% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$680,692
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
4,269
shares
|
$680,692
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$680,692
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$679,575
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
4,259
shares
|
$679,097
0.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
4,231
shares
|
$674,632
0.18% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,225
shares
|
$673,676
0.07% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
4,198
shares
|
$669,371
0.24% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,188
shares
|
$667,776
0.06% of portfolio
|
Q3 2025
Added 39.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,186
shares
|
$667,457
0.03% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,182
shares
|
$666,819
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,181
shares
|
$666,660
0.28% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
4,181
shares
|
$666,660
0.06% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
4,180
shares
|
$666,501
0.06% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,178
shares
|
$666,182
0.19% of portfolio
|
Q3 2025
Added 177.06%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
4,159
shares
|
$663,152
0.15% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
4,141
shares
|
$660,282
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,133
shares
|
$659,006
0.27% of portfolio
|
Q4 2022
Reduced 3.05%
|
|