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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,418
shares
|
$545,000
0.04% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
3,417
shares
|
$544,840
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,416
shares
|
$544,681
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,411
shares
|
$543,883
0.1% of portfolio
|
Q3 2025
Reduced 30.81%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$542,130
0.0% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,391
shares
|
$540,694
0.16% of portfolio
|
Q3 2025
Added 59.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,390
shares
|
$540,535
0.05% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
3,378
shares
|
$538,622
0.06% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
3,372
shares
|
$537,665
0.11% of portfolio
|
Q3 2025
Reduced 70.4%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,363
shares
|
$536,230
0.08% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,359
shares
|
$535,592
0.35% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,350
shares
|
$534,157
0.01% of portfolio
|
Q1 2023
Reduced 4.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,350
shares
|
$534,157
0.03% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
3,346
shares
|
$533,519
0.23% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
3,342
shares
|
$532,881
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,340
shares
|
$532,563
0.07% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
3,336
shares
|
$531,925
0.31% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
3,328
shares
|
$530,649
0.05% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,327
shares
|
$530,490
0.03% of portfolio
|
Q3 2023
Reduced 50.61%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
3,289
shares
|
$524,431
0.05% of portfolio
|
Q3 2025
Added 43.0%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,287
shares
|
$524,112
0.29% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
3,283
shares
|
$523,474
0.15% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
3,276
shares
|
$522,358
0.27% of portfolio
|
Q3 2025
Reduced 32.92%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
3,264
shares
|
$520,444
0.29% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
3,259
shares
|
$519,647
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|