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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,083
shares
|
$172,684
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,066
shares
|
$169,973
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,050
shares
|
$167,422
0.02% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,045
shares
|
$166,625
0.01% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,025
shares
|
$163,436
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,010
shares
|
$161,044
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$159,450
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$159,450
0.03% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$159,450
0.04% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$159,450
0.06% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
996
shares
|
$158,812
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
981
shares
|
$156,420
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
967
shares
|
$154,188
0.03% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
955
shares
|
$152,274
0.06% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
945
shares
|
$150,680
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
938
shares
|
$149,564
0.02% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
921
shares
|
$146,853
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
911
shares
|
$145,258
0.04% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
911
shares
|
$145,258
0.09% of portfolio
|
Q3 2025
Added 36.58%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
899
shares
|
$143,345
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
886
shares
|
$141,272
0.02% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
884
shares
|
$140,953
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
880
shares
|
$140,316
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
877
shares
|
$139,837
0.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
875
shares
|
$139,518
0.03% of portfolio
|
Q3 2025
Added 21.02%
|
|