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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
2,867
shares
|
$457,143
0.04% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,858
shares
|
$455,708
0.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,851
shares
|
$454,591
0.03% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,848
shares
|
$454,113
0.04% of portfolio
|
Q3 2025
Added 69.52%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
2,837
shares
|
$452,359
0.05% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$450,605
0.07% of portfolio
|
Q2 2023
Added 11.04%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,823
shares
|
$450,127
0.04% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,818
shares
|
$449,330
0.05% of portfolio
|
Q3 2025
Reduced 30.83%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
2,818
shares
|
$449,330
0.25% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,814
shares
|
$448,692
0.16% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
2,813
shares
|
$448,532
0.13% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
2,812
shares
|
$448,373
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,804
shares
|
$447,097
0.1% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
2,804
shares
|
$447,097
0.05% of portfolio
|
Q3 2025
Added 49.63%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
2,804
shares
|
$447,097
0.31% of portfolio
|
Q2 2025
Added 30.72%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,800
shares
|
$446,459
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
2,779
shares
|
$443,111
0.05% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,778
shares
|
$442,952
0.01% of portfolio
|
Q3 2024
Reduced 85.19%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
2,776
shares
|
$442,633
0.29% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
2,774
shares
|
$442,314
0.11% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,774
shares
|
$442,314
0.03% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,771
shares
|
$441,835
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
2,769
shares
|
$441,517
0.05% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,764
shares
|
$440,719
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
2,762
shares
|
$440,400
0.3% of portfolio
|
Q3 2025
Reduced 1.32%
|
|