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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,410
shares
|
$224,824
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
1,410
shares
|
$224,824
0.0% of portfolio
|
Q3 2025
Reduced 52.45%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
1,404
shares
|
$223,867
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
1,404
shares
|
$223,867
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
1,402
shares
|
$223,548
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,394
shares
|
$222,273
0.07% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,392
shares
|
$221,954
0.06% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,387
shares
|
$221,157
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,387
shares
|
$221,157
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,387
shares
|
$221,157
0.02% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
1,385
shares
|
$220,838
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,385
shares
|
$220,838
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
1,384
shares
|
$220,678
0.03% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
1,383
shares
|
$220,519
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,371
shares
|
$218,605
0.14% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
1,370
shares
|
$218,446
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,367
shares
|
$217,968
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
1,365
shares
|
$217,649
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
1,358
shares
|
$216,533
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
1,357
shares
|
$216,373
0.01% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
1,355
shares
|
$216,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,350
shares
|
$215,257
0.01% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,349
shares
|
$215,098
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,348
shares
|
$214,938
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,346
shares
|
$214,619
0.03% of portfolio
|
Q3 2025
Reduced 62.23%
|
|