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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$693,926
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,340
shares
|
$692,013
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
4,333
shares
|
$690,896
0.01% of portfolio
|
Q3 2025
Added 123.01%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,330
shares
|
$690,418
1.91% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
4,330
shares
|
$690,418
0.02% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
4,310
shares
|
$687,229
0.11% of portfolio
|
Q3 2025
Added 43.67%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,308
shares
|
$686,910
0.06% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
4,284
shares
|
$683,083
0.24% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,284
shares
|
$683,083
0.03% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
4,273
shares
|
$681,329
0.02% of portfolio
|
Q2 2025
Reduced 55.84%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,272
shares
|
$681,170
0.04% of portfolio
|
Q3 2025
Reduced 41.89%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
4,270
shares
|
$680,851
0.23% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$680,692
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
4,269
shares
|
$680,692
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$680,692
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$679,575
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
4,259
shares
|
$679,097
0.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
4,231
shares
|
$674,632
0.18% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,225
shares
|
$673,676
0.07% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
4,198
shares
|
$669,371
0.24% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
4,189
shares
|
$667,936
0.45% of portfolio
|
Q4 2024
Added 537.98%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,188
shares
|
$667,776
0.06% of portfolio
|
Q3 2025
Added 39.04%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,186
shares
|
$667,457
0.03% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,182
shares
|
$666,819
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,181
shares
|
$666,660
0.28% of portfolio
|
Q3 2025
Added 3.36%
|
|