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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
96
shares
|
$15,307
0.01% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
95
shares
|
$15,147
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
92
shares
|
$14,669
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
91
shares
|
$14,509
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
90
shares
|
$14,350
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
89
shares
|
$14,191
0.0% of portfolio
|
Q2 2025
Added 32.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
87
shares
|
$13,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
87
shares
|
$13,872
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
86
shares
|
$13,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
85
shares
|
$13,553
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
85
shares
|
$13,553
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
84
shares
|
$13,393
0.0% of portfolio
|
Q4 2020
Added 223.08%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
84
shares
|
$13,393
0.0% of portfolio
|
Q3 2025
Added 78.72%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$13,234
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
82
shares
|
$13,074
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
81
shares
|
$12,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
78
shares
|
$12,437
0.0% of portfolio
|
Q2 2025
Reduced 58.95%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
77
shares
|
$12,277
0.0% of portfolio
|
Q2 2025
Added 63.83%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
76
shares
|
$12,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
76
shares
|
$12,118
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
University Of Illinois Foundation
Champaign, IL |
Nov 12, 2025 Q3 2025 |
75
shares
|
$11,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
73
shares
|
$11,639
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
72
shares
|
$11,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
71
shares
|
$11,320
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
70
shares
|
$11,161
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|