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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
69
shares
|
$11,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
67
shares
|
$10,683
0.0% of portfolio
|
Q3 2025
Added 116.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
66
shares
|
$10,523
0.01% of portfolio
|
Q3 2025
Added 144.44%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
65
shares
|
$10,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
65
shares
|
$10,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
62
shares
|
$9,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
60
shares
|
$9,567
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
59
shares
|
$9,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
58
shares
|
$9,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
56
shares
|
$8,929
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$8,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
55
shares
|
$8,769
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
53
shares
|
$8,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
53
shares
|
$8,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
51
shares
|
$8,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
51
shares
|
$8,131
0.0% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
50
shares
|
$7,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
47
shares
|
$7,494
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$7,334
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
46
shares
|
$7,334
0.0% of portfolio
|
Q2 2025
Reduced 73.86%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
45
shares
|
$7,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
44
shares
|
$7,015
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
43
shares
|
$6,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
43
shares
|
$6,856
0.01% of portfolio
|
Q3 2025
Reduced 90.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
41
shares
|
$6,537
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|