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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
1,296
shares
|
$206,647
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,288
shares
|
$205,371
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,284
shares
|
$204,733
0.02% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,284
shares
|
$204,733
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
1,282
shares
|
$204,414
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,276
shares
|
$203,458
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
1,275
shares
|
$203,298
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,274
shares
|
$203,139
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,273
shares
|
$202,979
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
1,271
shares
|
$202,660
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,269
shares
|
$202,342
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,265
shares
|
$201,704
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,263
shares
|
$201,385
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,259
shares
|
$200,747
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,259
shares
|
$200,747
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,258
shares
|
$200,588
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
1,254
shares
|
$199,950
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,228
shares
|
$195,804
0.01% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,214
shares
|
$193,572
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$191,340
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,162
shares
|
$185,280
0.16% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,157
shares
|
$184,483
0.03% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,156
shares
|
$184,324
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 08, 2025 Q3 2025 |
1,107
shares
|
$176,511
0.1% of portfolio
|
Q1 2024
Added 846.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,104
shares
|
$176,032
0.02% of portfolio
|
Q4 2022
Added 0.36%
|
|