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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
865
shares
|
$137,924
0.02% of portfolio
|
Q3 2023
Added 581.1%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
857
shares
|
$136,648
0.09% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
845
shares
|
$134,735
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
827
shares
|
$131,865
0.07% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
810
shares
|
$129,154
0.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
807
shares
|
$128,676
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
802
shares
|
$127,878
0.07% of portfolio
|
Q4 2023
Added 12.48%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
800
shares
|
$127,559
0.05% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
800
shares
|
$127,559
0.11% of portfolio
|
Q4 2023
Reduced 87.5%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$127,559
0.01% of portfolio
|
Q3 2020
Added 135.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
791
shares
|
$126,124
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
790
shares
|
$125,965
0.04% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
780
shares
|
$124,370
0.03% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
773
shares
|
$123,254
0.09% of portfolio
|
Q4 2024
Reduced 45.1%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
773
shares
|
$123,254
0.05% of portfolio
|
Q3 2025
Reduced 86.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
759
shares
|
$121,022
0.01% of portfolio
|
Q3 2025
Added 969.01%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
755
shares
|
$120,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
738
shares
|
$117,674
0.02% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
732
shares
|
$116,717
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
724
shares
|
$115,441
0.04% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
714
shares
|
$113,847
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
712
shares
|
$113,528
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
703
shares
|
$112,093
0.02% of portfolio
|
Q2 2025
Added 77.53%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
694
shares
|
$110,658
0.01% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
682
shares
|
$108,744
0.04% of portfolio
|
Q3 2025
Added 20.07%
|
|