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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,774
shares
|
$442,314
0.03% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,771
shares
|
$441,835
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,764
shares
|
$440,719
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
2,762
shares
|
$440,400
0.3% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$440,081
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
2,743
shares
|
$437,371
0.36% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$436,892
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
2,735
shares
|
$436,095
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
2,719
shares
|
$433,544
0.1% of portfolio
|
Q1 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$430,833
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,693
shares
|
$429,398
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,687
shares
|
$428,442
0.03% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
2,685
shares
|
$428,123
0.21% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,683
shares
|
$427,804
0.05% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
2,681
shares
|
$427,485
0.34% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
2,680
shares
|
$427,325
0.22% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,680
shares
|
$427,325
0.17% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
2,680
shares
|
$427,325
0.21% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$426,847
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
2,670
shares
|
$425,731
0.06% of portfolio
|
Q2 2025
Reduced 36.58%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,670
shares
|
$425,731
0.04% of portfolio
|
Q3 2025
Added 40.53%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,664
shares
|
$424,774
0.1% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,658
shares
|
$423,818
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,657
shares
|
$423,658
0.12% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
2,655
shares
|
$423,339
0.14% of portfolio
|
Q3 2025
Added 5.48%
|
|