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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
239
shares
|
$38,108
0.01% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
231
shares
|
$36,832
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
231
shares
|
$36,832
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
230
shares
|
$36,673
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
219
shares
|
$34,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
219
shares
|
$34,919
0.01% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
213
shares
|
$33,962
0.02% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
213
shares
|
$33,962
0.03% of portfolio
|
Q3 2025
Added 91.89%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
210
shares
|
$33,484
0.01% of portfolio
|
Q4 2023
Reduced 72.37%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$32,846
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
200
shares
|
$31,889
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
192
shares
|
$30,614
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
192
shares
|
$30,614
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
190
shares
|
$30,295
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
189
shares
|
$30,136
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
185
shares
|
$29,498
0.01% of portfolio
|
Q3 2025
Added 65.18%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
185
shares
|
$29,498
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
183
shares
|
$29,179
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
179
shares
|
$28,541
0.0% of portfolio
|
Q2 2025
Added 645.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
178
shares
|
$28,382
0.01% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
176
shares
|
$28,063
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
175
shares
|
$27,903
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
171
shares
|
$27,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
166
shares
|
$26,468
0.02% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
148
shares
|
$23,598
0.0% of portfolio
|
Q2 2025
Added 770.59%
|
|