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 |
|---|---|---|---|---|---|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
3,785
shares
|
$603,518
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,776
shares
|
$602,083
0.03% of portfolio
|
Q3 2025
Added 153.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,768
shares
|
$600,807
0.05% of portfolio
|
Q4 2022
Reduced 26.22%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
3,764
shares
|
$600,169
0.2% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,761
shares
|
$599,691
0.01% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,760
shares
|
$599,532
0.12% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,757
shares
|
$599,053
0.11% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
3,757
shares
|
$599,053
0.17% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
3,756
shares
|
$598,894
0.23% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
3,746
shares
|
$597,299
0.14% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,740
shares
|
$596,343
0.16% of portfolio
|
Q3 2025
Added 110.82%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,740
shares
|
$596,343
0.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
3,721
shares
|
$593,313
0.13% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
3,718
shares
|
$592,835
0.01% of portfolio
|
Q3 2025
Added 2654.07%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
3,707
shares
|
$591,081
0.06% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
3,702
shares
|
$590,283
0.02% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,700
shares
|
$589,965
0.03% of portfolio
|
Q3 2025
Added 501.63%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,694
shares
|
$589,008
0.01% of portfolio
|
Q3 2025
Reduced 44.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,692
shares
|
$588,689
0.02% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
3,691
shares
|
$588,529
0.14% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,690
shares
|
$588,370
0.07% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,685
shares
|
$587,573
0.1% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,678
shares
|
$586,457
0.1% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,677
shares
|
$586,297
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
3,667
shares
|
$584,703
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|