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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,688
shares
|
$269,151
0.04% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,688
shares
|
$269,151
0.05% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,688
shares
|
$269,151
0.04% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
1,688
shares
|
$269,151
0.03% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,684
shares
|
$268,513
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,680
shares
|
$267,876
0.1% of portfolio
|
Q3 2025
Added 123.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
1,680
shares
|
$267,876
0.07% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$266,759
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
1,671
shares
|
$266,440
0.05% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
1,671
shares
|
$266,440
0.19% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
1,669
shares
|
$266,122
0.06% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
1,667
shares
|
$265,803
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
1,666
shares
|
$265,643
0.04% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
1,665
shares
|
$265,484
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
1,661
shares
|
$264,846
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,660
shares
|
$264,687
0.04% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
1,659
shares
|
$264,527
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,654
shares
|
$263,730
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,654
shares
|
$263,730
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,653
shares
|
$263,570
0.0% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
1,652
shares
|
$263,411
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
1,652
shares
|
$263,411
0.06% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,649
shares
|
$262,933
0.09% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,648
shares
|
$262,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,638
shares
|
$261,179
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|