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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
514
shares
|
$81,957
0.01% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
504
shares
|
$80,362
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
500
shares
|
$79,725
0.05% of portfolio
|
Q2 2022
Reduced 38.04%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$79,725
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
500
shares
|
$79,725
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
500
shares
|
$79,725
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
493
shares
|
$78,608
0.0% of portfolio
|
Q3 2025
Reduced 64.28%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
493
shares
|
$78,608
0.02% of portfolio
|
Q2 2025
Added 92.58%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
484
shares
|
$77,173
0.03% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
479
shares
|
$76,376
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
470
shares
|
$74,941
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
452
shares
|
$72,071
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$71,274
0.01% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
447
shares
|
$71,274
0.0% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
443
shares
|
$70,636
0.01% of portfolio
|
Q4 2023
Added 1284.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
433
shares
|
$69,041
0.03% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
430
shares
|
$68,563
0.02% of portfolio
|
Q3 2025
Added 40.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
428
shares
|
$68,244
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$66,809
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$66,012
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$65,533
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
410
shares
|
$65,374
0.02% of portfolio
|
Q4 2024
Reduced 15.98%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
408
shares
|
$65,055
0.03% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
406
shares
|
$64,736
0.01% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
406
shares
|
$64,736
0.05% of portfolio
|
Q3 2025
Added 11.23%
|
|