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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
38
shares
|
$6,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
37
shares
|
$5,899
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
36
shares
|
$5,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
34
shares
|
$5,421
0.0% of portfolio
|
Q3 2025
Reduced 88.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
34
shares
|
$5,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
31
shares
|
$4,942
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
31
shares
|
$4,942
0.0% of portfolio
|
Q2 2025
Added 181.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
30
shares
|
$4,783
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
30
shares
|
$4,783
0.02% of portfolio
|
Q3 2025
Reduced 84.38%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29
shares
|
$4,624
0.0% of portfolio
|
Q3 2025
Reduced 59.72%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$4,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$4,464
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
28
shares
|
$4,464
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
28
shares
|
$4,464
0.16% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
27
shares
|
$4,305
0.0% of portfolio
|
Q3 2025
Reduced 87.26%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$4,145
0.0% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
26
shares
|
$4,145
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
25
shares
|
$3,986
0.0% of portfolio
|
Q2 2025
Reduced 90.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
25
shares
|
$3,986
0.0% of portfolio
|
Q3 2025
Reduced 96.53%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
23
shares
|
$3,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
22
shares
|
$3,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
21
shares
|
$3,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
20
shares
|
$3,189
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
19
shares
|
$3,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
19
shares
|
$3,029
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|