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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
1,560
shares
|
$248,741
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
1,549
shares
|
$246,988
0.02% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,547
shares
|
$246,669
0.04% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
1,546
shares
|
$246,509
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
1,543
shares
|
$246,031
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
1,537
shares
|
$245,074
0.09% of portfolio
|
Q3 2025
Reduced 43.33%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,535
shares
|
$244,755
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,534
shares
|
$244,596
0.17% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,533
shares
|
$244,436
0.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,531
shares
|
$244,117
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
1,530
shares
|
$243,958
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
1,527
shares
|
$243,480
0.11% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,521
shares
|
$242,523
0.02% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
1,518
shares
|
$242,045
0.05% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,517
shares
|
$241,885
0.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,516
shares
|
$241,726
0.01% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,511
shares
|
$240,928
0.0% of portfolio
|
Q3 2025
Reduced 41.3%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,507
shares
|
$240,291
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,505
shares
|
$239,972
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,501
shares
|
$239,334
0.02% of portfolio
|
Q3 2025
Reduced 57.22%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$239,174
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$239,174
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
1,497
shares
|
$238,696
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,493
shares
|
$238,058
0.05% of portfolio
|
Q3 2025
Reduced 66.73%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
1,492
shares
|
$237,899
0.25% of portfolio
|
Q3 2025
New holding
|
|