Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,637 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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$32,846
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
202
shares
|
$32,208
0.02% of portfolio
|
Q4 2025
Added 14.77%
|
|
|
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
|
|
|
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%
|
|
|
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%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
125
shares
|
$19,931
0.01% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
125
shares
|
$19,931
0.01% of portfolio
|
Q4 2025
Added 47.06%
|
|
|
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%
|
|