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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,253
shares
|
$518,690
0.1% of portfolio
|
Q2 2022
Reduced 9.01%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
3,246
shares
|
$517,574
0.03% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
3,239
shares
|
$516,458
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,237
shares
|
$516,139
0.23% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,237
shares
|
$516,139
0.03% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,232
shares
|
$515,342
0.02% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Congress Park Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,225
shares
|
$514,226
0.17% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,225
shares
|
$514,226
0.03% of portfolio
|
Q3 2025
Added 44.68%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,223
shares
|
$513,907
0.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
3,216
shares
|
$512,791
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
3,202
shares
|
$510,558
0.11% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,200
shares
|
$510,239
0.18% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,200
shares
|
$510,239
0.02% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,180
shares
|
$507,050
0.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,172
shares
|
$505,775
0.26% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
3,164
shares
|
$504,499
0.16% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,151
shares
|
$502,426
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,148
shares
|
$501,948
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,147
shares
|
$501,789
0.39% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,145
shares
|
$501,470
0.02% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
3,143
shares
|
$501,151
0.02% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,141
shares
|
$500,832
0.04% of portfolio
|
Q3 2022
Reduced 6.41%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
3,123
shares
|
$497,962
0.15% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
3,122
shares
|
$497,802
0.09% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,120
shares
|
$497,483
0.06% of portfolio
|
Q3 2025
Added 2.06%
|
|