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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,113
shares
|
$496,367
0.32% of portfolio
|
Q3 2025
Reduced 22.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,106
shares
|
$495,251
0.02% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,102
shares
|
$494,613
0.38% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$494,294
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,094
shares
|
$493,338
0.03% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,090
shares
|
$492,700
0.07% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,084
shares
|
$491,743
0.05% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,082
shares
|
$491,424
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,079
shares
|
$490,946
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,070
shares
|
$489,511
0.01% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
3,067
shares
|
$489,033
0.04% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
3,066
shares
|
$488,873
0.1% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
3,053
shares
|
$486,800
0.1% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
3,049
shares
|
$486,163
0.05% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
3,044
shares
|
$485,365
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,029
shares
|
$482,974
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,024
shares
|
$482,176
0.02% of portfolio
|
Q3 2025
Reduced 31.44%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,021
shares
|
$481,698
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
3,021
shares
|
$481,698
0.47% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,014
shares
|
$480,582
0.22% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,013
shares
|
$480,422
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,013
shares
|
$480,422
0.07% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
3,002
shares
|
$478,668
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$478,349
0.07% of portfolio
|
Q2 2022
Reduced 60.26%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$478,349
0.1% of portfolio
|
Q2 2021
New holding
|
|