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 |
|---|---|---|---|---|---|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
248
shares
|
$39,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
246
shares
|
$39,224
0.01% of portfolio
|
Q3 2025
Added 623.53%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
245
shares
|
$39,065
0.01% of portfolio
|
Q3 2025
Added 57.05%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$39,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
240
shares
|
$38,268
0.02% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
240
shares
|
$38,268
0.01% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
240
shares
|
$38,268
0.01% of portfolio
|
Q3 2025
Added 220.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
239
shares
|
$38,108
0.01% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
231
shares
|
$36,832
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
231
shares
|
$36,832
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
230
shares
|
$36,673
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
219
shares
|
$34,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
219
shares
|
$34,919
0.01% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
213
shares
|
$33,962
0.02% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
213
shares
|
$33,962
0.03% of portfolio
|
Q3 2025
Added 91.89%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
210
shares
|
$33,484
0.01% of portfolio
|
Q4 2023
Reduced 72.37%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$32,846
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
202
shares
|
$32,208
0.02% of portfolio
|
Q4 2025
Added 14.77%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
200
shares
|
$31,889
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
192
shares
|
$30,614
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
192
shares
|
$30,614
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
190
shares
|
$30,295
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
185
shares
|
$29,498
0.01% of portfolio
|
Q3 2025
Added 65.18%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
185
shares
|
$29,498
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
183
shares
|
$29,179
0.02% of portfolio
|
Q4 2023
New holding
|
|