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 |
|---|---|---|---|---|---|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$440,081
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
2,743
shares
|
$437,371
0.36% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$436,892
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
2,735
shares
|
$436,095
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
2,719
shares
|
$433,544
0.1% of portfolio
|
Q1 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$430,833
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,693
shares
|
$429,398
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,687
shares
|
$428,442
0.03% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
2,685
shares
|
$428,123
0.21% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,683
shares
|
$427,804
0.05% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
2,681
shares
|
$427,485
0.34% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
2,680
shares
|
$427,325
0.22% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,680
shares
|
$427,325
0.17% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
2,680
shares
|
$427,325
0.21% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$426,847
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
2,670
shares
|
$425,731
0.06% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,670
shares
|
$425,731
0.04% of portfolio
|
Q3 2025
Added 40.53%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,664
shares
|
$424,774
0.1% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,658
shares
|
$423,818
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,657
shares
|
$423,658
0.12% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,655
shares
|
$423,339
0.14% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
2,638
shares
|
$420,629
0.12% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,616
shares
|
$417,121
0.04% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
2,606
shares
|
$415,526
0.06% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
2,606
shares
|
$415,526
0.13% of portfolio
|
Q2 2025
New holding
|
|