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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,145
shares
|
$342,020
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
2,143
shares
|
$341,701
0.09% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
2,134
shares
|
$340,266
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,129
shares
|
$339,469
0.07% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
2,128
shares
|
$339,309
0.31% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
2,121
shares
|
$338,193
0.05% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
2,114
shares
|
$337,077
0.1% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
2,112
shares
|
$336,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
2,109
shares
|
$336,280
0.38% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,107
shares
|
$335,961
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
2,104
shares
|
$335,482
0.1% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
2,103
shares
|
$335,323
0.04% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
2,095
shares
|
$334,047
0.2% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
2,093
shares
|
$333,728
0.08% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,090
shares
|
$333,250
0.16% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,089
shares
|
$333,091
0.05% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
2,084
shares
|
$332,293
0.03% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,083
shares
|
$332,134
0.02% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,072
shares
|
$330,380
0.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
2,067
shares
|
$329,583
0.07% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
2,067
shares
|
$329,583
0.04% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,058
shares
|
$328,148
0.18% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
2,050
shares
|
$326,872
0.02% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
2,049
shares
|
$326,713
0.12% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,047
shares
|
$326,394
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|