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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
146
shares
|
$23,279
0.0% of portfolio
|
Q3 2025
Added 114.71%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
142
shares
|
$22,641
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
138
shares
|
$22,004
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
137
shares
|
$21,844
0.0% of portfolio
|
Q3 2025
Added 101.47%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
137
shares
|
$21,844
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
125
shares
|
$19,931
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
125
shares
|
$19,931
0.01% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
124
shares
|
$19,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
120
shares
|
$19,134
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
119
shares
|
$18,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
118
shares
|
$18,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
117
shares
|
$18,655
0.0% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
116
shares
|
$18,496
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
113
shares
|
$18,017
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
113
shares
|
$18,017
0.01% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
112
shares
|
$17,858
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
111
shares
|
$17,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
111
shares
|
$17,698
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
107
shares
|
$17,061
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
103
shares
|
$16,423
0.01% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$15,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$15,944
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
100
shares
|
$15,944
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$15,944
0.01% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
98
shares
|
$15,626
0.0% of portfolio
|
Q3 2025
Reduced 27.41%
|
|