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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2,512
shares
|
$400,538
0.03% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,509
shares
|
$400,060
0.14% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,506
shares
|
$399,581
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,506
shares
|
$399,581
0.03% of portfolio
|
Q3 2025
Added 26.25%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2,490
shares
|
$397,030
0.06% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
2,490
shares
|
$397,030
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,488
shares
|
$396,711
0.15% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,487
shares
|
$396,552
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
2,485
shares
|
$396,233
0.01% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,485
shares
|
$396,233
0.07% of portfolio
|
Q3 2025
Reduced 38.34%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,478
shares
|
$395,117
0.04% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,478
shares
|
$395,117
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
2,474
shares
|
$394,479
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,473
shares
|
$394,319
0.25% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,470
shares
|
$393,841
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
2,467
shares
|
$393,363
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
2,464
shares
|
$392,884
0.13% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,459
shares
|
$392,087
0.07% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
2,442
shares
|
$389,376
0.05% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,438
shares
|
$388,739
0.03% of portfolio
|
Q3 2025
Reduced 85.87%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,434
shares
|
$388,101
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
2,432
shares
|
$387,782
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
2,430
shares
|
$387,463
0.25% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
2,427
shares
|
$386,985
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,421
shares
|
$386,028
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|