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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,632
shares
|
$579,122
0.03% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,625
shares
|
$578,006
0.01% of portfolio
|
Q3 2025
Added 38.84%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
3,605
shares
|
$574,817
0.17% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,600
shares
|
$574,020
0.17% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
3,593
shares
|
$572,903
0.11% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
3,588
shares
|
$572,106
0.02% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,549
shares
|
$565,888
0.05% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,539
shares
|
$564,293
3.13% of portfolio
|
Q3 2025
Reduced 74.18%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,531
shares
|
$563,017
0.01% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
3,521
shares
|
$561,423
0.07% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
3,509
shares
|
$559,510
0.13% of portfolio
|
Q3 2025
Added 116.74%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,500
shares
|
$558,075
0.19% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,486
shares
|
$555,842
0.1% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
3,481
shares
|
$555,045
0.21% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
3,473
shares
|
$553,769
0.13% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,471
shares
|
$553,450
0.2% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,469
shares
|
$553,132
0.12% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,465
shares
|
$552,494
0.01% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,458
shares
|
$551,378
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$550,580
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
3,451
shares
|
$550,261
0.11% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,431
shares
|
$547,072
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
3,427
shares
|
$546,435
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
3,422
shares
|
$545,637
0.02% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
3,420
shares
|
$545,319
0.38% of portfolio
|
Q2 2024
Reduced 87.31%
|
|