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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
2,605
shares
|
$415,367
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$414,569
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
2,599
shares
|
$414,410
0.09% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,598
shares
|
$414,251
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,593
shares
|
$413,453
0.11% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,593
shares
|
$413,453
0.1% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
2,590
shares
|
$412,975
0.16% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,583
shares
|
$411,859
0.03% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,581
shares
|
$411,540
0.15% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,570
shares
|
$409,786
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
2,568
shares
|
$409,467
0.18% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
2,563
shares
|
$408,670
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
2,554
shares
|
$407,235
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,550
shares
|
$406,597
0.03% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,548
shares
|
$406,278
0.3% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
2,546
shares
|
$405,959
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,540
shares
|
$405,003
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
2,538
shares
|
$404,684
0.07% of portfolio
|
Q3 2025
Reduced 42.25%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,534
shares
|
$404,046
0.05% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,534
shares
|
$404,046
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,529
shares
|
$403,249
0.04% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,526
shares
|
$402,770
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,520
shares
|
$401,814
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
2,519
shares
|
$401,654
0.04% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,513
shares
|
$400,697
0.04% of portfolio
|
Q3 2025
Reduced 2.37%
|
|