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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
400
shares
|
$63,779
0.01% of portfolio
|
Q3 2025
Added 96.08%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
398
shares
|
$63,461
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
397
shares
|
$63,301
0.02% of portfolio
|
Q3 2025
Reduced 40.83%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
396
shares
|
$63,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$62,344
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
383
shares
|
$61,069
0.07% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
377
shares
|
$60,112
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
373
shares
|
$59,474
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
373
shares
|
$59,474
0.05% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
372
shares
|
$59,315
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
367
shares
|
$58,518
0.13% of portfolio
|
Q3 2025
Reduced 86.96%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
363
shares
|
$57,880
0.01% of portfolio
|
Q3 2023
Reduced 97.39%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
358
shares
|
$57,083
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
357
shares
|
$56,923
0.02% of portfolio
|
Q3 2024
Added 115.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
353
shares
|
$56,285
0.01% of portfolio
|
Q3 2025
Added 242.72%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
351
shares
|
$55,966
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
338
shares
|
$53,894
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$51,661
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$50,705
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
314
shares
|
$50,067
0.02% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
313
shares
|
$49,907
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
311
shares
|
$49,588
0.0% of portfolio
|
Q3 2025
Reduced 85.27%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
303
shares
|
$48,313
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
300
shares
|
$47,835
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$47,835
0.01% of portfolio
|
Q2 2024
New holding
|
|