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 |
|---|---|---|---|---|---|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
1,879
shares
|
$299,606
0.11% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,878
shares
|
$299,447
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
1,875
shares
|
$298,968
0.01% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,875
shares
|
$298,968
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
1,871
shares
|
$298,330
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,871
shares
|
$298,330
0.03% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,870
shares
|
$298,171
0.11% of portfolio
|
Q3 2025
Reduced 29.62%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,869
shares
|
$298,012
0.0% of portfolio
|
Q3 2025
Added 56.93%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
1,859
shares
|
$296,417
0.05% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
1,856
shares
|
$295,939
0.1% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,851
shares
|
$295,141
0.17% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
1,849
shares
|
$294,823
0.1% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
1,848
shares
|
$294,663
0.11% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
1,841
shares
|
$293,547
0.2% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,840
shares
|
$293,388
0.19% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,839
shares
|
$293,228
0.09% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$292,590
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$292,431
0.02% of portfolio
|
Q2 2023
Added 65.82%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$292,271
0.01% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,833
shares
|
$292,271
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,832
shares
|
$292,112
0.01% of portfolio
|
Q3 2025
Added 21.49%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,831
shares
|
$291,952
0.08% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
1,830
shares
|
$291,793
0.05% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
1,824
shares
|
$290,836
0.14% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
1,820
shares
|
$290,199
0.1% of portfolio
|
Q3 2025
Reduced 5.21%
|
|