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 |
|---|---|---|---|---|---|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
4,131
shares
|
$658,687
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,121
shares
|
$657,093
0.03% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,113
shares
|
$655,817
0.11% of portfolio
|
Q2 2024
Added 9.29%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
4,109
shares
|
$655,180
0.13% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,108
shares
|
$655,020
0.45% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,094
shares
|
$652,788
0.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,088
shares
|
$651,831
0.05% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,081
shares
|
$650,715
0.1% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
4,071
shares
|
$649,120
0.06% of portfolio
|
Q3 2025
Added 74.05%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,071
shares
|
$649,120
0.32% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
4,065
shares
|
$648,164
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
4,050
shares
|
$645,772
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,048
shares
|
$645,453
0.07% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
4,034
shares
|
$643,221
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,027
shares
|
$642,105
0.02% of portfolio
|
Q3 2025
Added 28.17%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,025
shares
|
$641,786
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,015
shares
|
$640,191
0.04% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
4,013
shares
|
$639,872
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$637,800
0.35% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
3,998
shares
|
$637,481
0.1% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,987
shares
|
$635,727
0.26% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,973
shares
|
$633,494
0.05% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,969
shares
|
$632,857
0.02% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,967
shares
|
$632,538
0.1% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
3,960
shares
|
$631,422
0.2% of portfolio
|
Q3 2025
Reduced 5.94%
|
|