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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
2,419
shares
|
$385,709
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,418
shares
|
$385,550
0.07% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
2,400
shares
|
$382,680
0.09% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,396
shares
|
$382,042
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
2,388
shares
|
$380,766
0.04% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
2,377
shares
|
$379,012
0.09% of portfolio
|
Q4 2024
Reduced 41.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$379,012
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
2,370
shares
|
$377,896
0.03% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,368
shares
|
$377,577
0.44% of portfolio
|
Q3 2025
Added 17.52%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,365
shares
|
$377,099
0.1% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,360
shares
|
$376,302
0.08% of portfolio
|
Q3 2025
Added 592.08%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
2,351
shares
|
$374,866
0.04% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,350
shares
|
$374,707
0.21% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
2,348
shares
|
$374,388
0.17% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
2,342
shares
|
$373,431
0.06% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
2,340
shares
|
$373,113
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,337
shares
|
$372,634
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,335
shares
|
$372,315
0.25% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,333
shares
|
$371,996
0.04% of portfolio
|
Q3 2025
Reduced 27.99%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,329
shares
|
$371,359
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
2,328
shares
|
$371,199
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$371,040
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,315
shares
|
$369,126
0.05% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,312
shares
|
$368,648
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
2,311
shares
|
$368,488
0.18% of portfolio
|
Q3 2025
Added 2.71%
|
|