Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,632 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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,987
shares
|
$635,727
0.26% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,973
shares
|
$633,494
0.05% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,969
shares
|
$632,857
0.02% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,967
shares
|
$632,538
0.1% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
3,960
shares
|
$631,422
0.2% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
3,950
shares
|
$629,827
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,946
shares
|
$629,189
0.14% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
3,945
shares
|
$629,030
0.04% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,944
shares
|
$628,870
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,937
shares
|
$627,754
0.07% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,895
shares
|
$621,057
0.05% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
3,881
shares
|
$618,825
0.42% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
3,876
shares
|
$618,028
0.16% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,875
shares
|
$617,868
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,865
shares
|
$616,274
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,865
shares
|
$616,274
0.54% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$615,795
0.05% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
3,857
shares
|
$614,998
0.06% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,856
shares
|
$614,839
0.09% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,855
shares
|
$614,679
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
3,855
shares
|
$614,679
0.56% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,835
shares
|
$611,490
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,831
shares
|
$610,852
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
3,830
shares
|
$610,693
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
3,804
shares
|
$606,547
0.34% of portfolio
|
Q4 2023
New holding
|
|