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 |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,758
shares
|
$280,313
0.12% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,751
shares
|
$279,196
0.03% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,751
shares
|
$279,196
0.09% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
1,750
shares
|
$279,037
0.14% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,749
shares
|
$278,878
0.03% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,748
shares
|
$278,718
0.07% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,745
shares
|
$278,240
0.07% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,742
shares
|
$277,761
0.03% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
1,740
shares
|
$277,443
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
1,738
shares
|
$277,124
0.23% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,736
shares
|
$276,805
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,735
shares
|
$276,645
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
1,720
shares
|
$274,254
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,719
shares
|
$274,094
0.08% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
1,716
shares
|
$273,616
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
1,715
shares
|
$273,456
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,712
shares
|
$272,978
0.03% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
1,709
shares
|
$272,500
0.04% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,707
shares
|
$272,181
0.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
1,700
shares
|
$271,065
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,700
shares
|
$271,065
0.02% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
1,700
shares
|
$271,065
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,698
shares
|
$270,746
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
1,697
shares
|
$270,586
0.08% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,689
shares
|
$269,311
0.11% of portfolio
|
Q3 2025
Added 0.42%
|
|