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 |
|---|---|---|---|---|---|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
1,817
shares
|
$289,720
0.12% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,816
shares
|
$289,561
0.04% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,813
shares
|
$289,082
0.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,811
shares
|
$288,763
0.04% of portfolio
|
Q3 2025
Reduced 34.67%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,803
shares
|
$287,488
0.16% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
1,803
shares
|
$287,488
0.07% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,802
shares
|
$287,328
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,800
shares
|
$287,010
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
1,800
shares
|
$287,010
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
1,800
shares
|
$287,010
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
1,800
shares
|
$287,010
0.21% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
1,796
shares
|
$286,372
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
1,793
shares
|
$285,893
0.1% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
1,779
shares
|
$283,661
0.12% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,779
shares
|
$283,661
0.04% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,775
shares
|
$283,023
0.02% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,773
shares
|
$282,704
0.11% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,773
shares
|
$282,704
0.06% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,770
shares
|
$282,226
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$281,748
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
1,766
shares
|
$281,588
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
1,765
shares
|
$281,429
0.1% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,764
shares
|
$281,269
0.06% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$281,110
0.03% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
1,760
shares
|
$280,632
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|