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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$47,516
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
285
shares
|
$45,443
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
285
shares
|
$45,443
0.02% of portfolio
|
Q2 2023
Added 34.43%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
284
shares
|
$45,283
0.03% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
276
shares
|
$44,008
0.01% of portfolio
|
Q3 2025
Added 55.06%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
276
shares
|
$44,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
273
shares
|
$43,529
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
268
shares
|
$42,732
0.18% of portfolio
|
Q3 2025
Reduced 27.96%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
265
shares
|
$42,254
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
264
shares
|
$42,094
0.03% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
261
shares
|
$41,616
0.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
260
shares
|
$41,457
0.03% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
260
shares
|
$41,457
0.01% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
259
shares
|
$41,297
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
257
shares
|
$40,978
0.02% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
252
shares
|
$40,181
0.01% of portfolio
|
Q3 2025
Reduced 68.73%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
252
shares
|
$40,181
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
249
shares
|
$39,703
0.0% of portfolio
|
Q3 2025
Reduced 66.76%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
248
shares
|
$39,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
246
shares
|
$39,224
0.01% of portfolio
|
Q3 2025
Added 623.53%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
245
shares
|
$39,065
0.01% of portfolio
|
Q3 2025
Added 57.05%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$39,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
240
shares
|
$38,268
0.02% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
240
shares
|
$38,268
0.01% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
240
shares
|
$38,268
0.01% of portfolio
|
Q3 2025
Added 220.0%
|
|