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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$313,319
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,954
shares
|
$311,565
0.26% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$311,246
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,951
shares
|
$311,086
0.1% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
1,951
shares
|
$311,086
0.13% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,951
shares
|
$311,086
0.32% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,950
shares
|
$310,927
0.05% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,945
shares
|
$310,130
0.01% of portfolio
|
Q3 2025
Added 28.98%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
1,943
shares
|
$309,811
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
1,933
shares
|
$308,216
0.13% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
1,926
shares
|
$307,100
0.02% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,926
shares
|
$307,100
0.02% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$306,781
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,920
shares
|
$306,144
0.02% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,917
shares
|
$305,665
0.11% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,914
shares
|
$305,187
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,904
shares
|
$303,592
0.22% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,900
shares
|
$302,955
0.11% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,898
shares
|
$302,636
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Norway Savings Bank
|
Oct 07, 2025 Q3 2025 |
1,896
shares
|
$302,317
0.15% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,896
shares
|
$302,317
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
1,892
shares
|
$301,679
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,889
shares
|
$301,201
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,885
shares
|
$300,563
0.01% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
1,881
shares
|
$299,925
0.06% of portfolio
|
Q3 2025
Added 10.84%
|
|