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 |
|---|---|---|---|---|---|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
2,034
shares
|
$324,321
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,029
shares
|
$323,524
0.06% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
2,027
shares
|
$323,205
0.16% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
2,023
shares
|
$322,567
0.13% of portfolio
|
Q3 2025
Added 17.75%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
2,021
shares
|
$322,248
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,008
shares
|
$320,175
0.04% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
2,005
shares
|
$319,697
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
2,003
shares
|
$319,378
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
2,001
shares
|
$319,059
0.13% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$318,900
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$318,900
0.08% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
2,000
shares
|
$318,900
0.21% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$318,900
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,998
shares
|
$318,581
0.07% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
1,997
shares
|
$318,421
0.17% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,996
shares
|
$318,262
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
1,990
shares
|
$317,305
0.04% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
1,987
shares
|
$316,827
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
1,986
shares
|
$316,667
0.17% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,985
shares
|
$316,508
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,982
shares
|
$316,029
0.09% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,978
shares
|
$315,392
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,971
shares
|
$314,275
0.04% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
1,970
shares
|
$314,116
0.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,969
shares
|
$313,957
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|