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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,633
shares
|
$260,381
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,626
shares
|
$259,265
0.02% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,616
shares
|
$257,671
0.15% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,612
shares
|
$257,033
0.04% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,606
shares
|
$256,076
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,606
shares
|
$256,076
0.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
1,604
shares
|
$255,757
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
1,601
shares
|
$255,279
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,600
shares
|
$255,119
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$255,119
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,600
shares
|
$255,119
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
1,600
shares
|
$255,119
0.41% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,595
shares
|
$254,322
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
1,594
shares
|
$254,163
0.05% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,594
shares
|
$254,163
0.08% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,585
shares
|
$252,728
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,574
shares
|
$250,974
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
1,572
shares
|
$250,655
0.06% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,570
shares
|
$250,336
0.03% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,568
shares
|
$250,017
0.11% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,567
shares
|
$249,858
0.05% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,567
shares
|
$249,858
0.07% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,565
shares
|
$249,539
0.01% of portfolio
|
Q2 2025
Reduced 42.84%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,562
shares
|
$249,060
0.05% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
1,562
shares
|
$249,060
0.14% of portfolio
|
Q2 2025
New holding
|
|