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 |
|---|---|---|---|---|---|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$478,349
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
2,990
shares
|
$476,755
0.42% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
2,987
shares
|
$476,277
0.02% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,986
shares
|
$476,117
0.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,985
shares
|
$475,958
0.04% of portfolio
|
Q3 2025
Added 85.75%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
2,985
shares
|
$475,958
0.43% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
2,980
shares
|
$475,160
0.13% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,974
shares
|
$474,204
0.01% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
2,965
shares
|
$472,769
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,949
shares
|
$470,218
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
2,941
shares
|
$468,942
0.11% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,939
shares
|
$468,623
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
2,937
shares
|
$468,304
0.2% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,937
shares
|
$468,304
0.05% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
2,934
shares
|
$467,826
0.21% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,934
shares
|
$467,826
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
2,913
shares
|
$464,477
0.18% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,902
shares
|
$462,723
0.41% of portfolio
|
Q3 2023
Added 2.11%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,900
shares
|
$462,404
0.05% of portfolio
|
Q3 2023
Added 7.41%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,900
shares
|
$462,404
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
2,892
shares
|
$461,129
0.01% of portfolio
|
Q3 2025
Added 275.1%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,878
shares
|
$458,897
0.14% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
2,876
shares
|
$458,578
0.62% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,876
shares
|
$458,578
0.1% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,872
shares
|
$457,940
0.33% of portfolio
|
Q3 2025
Reduced 15.36%
|
|