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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
677
shares
|
$107,947
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
671
shares
|
$106,990
0.06% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
665
shares
|
$106,034
0.04% of portfolio
|
Q3 2025
Reduced 28.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
659
shares
|
$105,077
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
653
shares
|
$104,120
0.02% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
650
shares
|
$103,642
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
649
shares
|
$103,483
0.04% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
647
shares
|
$103,164
0.01% of portfolio
|
Q3 2025
Added 41.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
630
shares
|
$100,453
0.0% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
625
shares
|
$99,656
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
613
shares
|
$97,742
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
602
shares
|
$95,988
0.0% of portfolio
|
Q3 2021
Added 0.76%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
588
shares
|
$93,756
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
583
shares
|
$92,959
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
575
shares
|
$91,683
0.08% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
568
shares
|
$90,567
0.01% of portfolio
|
Q3 2025
Added 86.23%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
560
shares
|
$89,292
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$89,132
0.01% of portfolio
|
Q3 2023
Added 16.46%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
544
shares
|
$86,740
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
531
shares
|
$84,667
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
518
shares
|
$82,595
0.01% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
517
shares
|
$82,435
0.02% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
515
shares
|
$82,116
0.02% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
515
shares
|
$82,116
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
515
shares
|
$82,116
0.06% of portfolio
|
Q2 2025
Added 13.19%
|
|