Morgan Stanley
MSNYSE
USReal-Time Price
USReal-Time Price$180.57USD
+2.10 (+1.18%)Today
BTI Score
Near Future
61
Long Term
64
BTI Fair Market Cap
$303.32B
-6.50% vs fair
Financials
Hold
Morgan Stanley (MS) Holders & Ownership
Who owns Morgan Stanley (MS)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
0.84%
Institutional Holders
481
Total Shares Held
13,168,219
Total Holdings Value
$2.45B
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| HAMLIN CAPITAL MANAGEMENT, LLC | 1,169,699 | $220.0M | 0.07% | -0.73% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 732,899 | $110.6M | 0.05% | +0.39% | 2026-09-30 |
| DOUGLAS LANE & ASSOCIATES, LLC | 676,771 | $127.3M | 0.04% | -7.46% | 2026-09-30 |
| CARDANO RISK MANAGEMENT B.V. | 639,907 | $120.4M | 0.04% | +25.92% | 2026-09-30 |
| TD WATERHOUSE CANADA INC. | 528,366 | $99.4M | 0.03% | -9.42% | 2026-09-30 |
| GATEWAY INVESTMENT ADVISERS LLC | 447,894 | $84.2M | 0.03% | +0.61% | 2026-09-30 |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 372,053 | $69.9M | 0.02% | +10.15% | 2026-09-30 |
| MN SERVICES VERMOGENSBEHEER B.V. | 350,982 | $66.0M | 0.02% | +1.68% | 2026-09-30 |
| CZECH NATIONAL BANK | 342,959 | $64.5M | 0.02% | +0.51% | 2026-09-30 |
| ANNEX ADVISORY SERVICES, LLC | 329,367 | $61.9M | 0.02% | -1.90% | 2026-09-30 |
| GRADIENT INVESTMENTS LLC | 293,236 | $55.2M | 0.02% | -7.98% | 2026-09-30 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 287,906 | $54.1M | 0.02% | -0.82% | 2026-09-30 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 283,906 | $53.4M | 0.02% | -6.43% | 2026-09-30 |
| IFM INVESTORS PTY LTD | 280,516 | $52.8M | 0.02% | +3.20% | 2026-09-30 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 275,171 | $51.8M | 0.02% | -3.52% | 2026-09-30 |
| PENSIONDANMARK PENSIONSFORSIKRINGSAKTIESELSKAB | 266,049 | $50.0M | 0.02% | -0.34% | 2026-09-30 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 255,213 | $48.0M | 0.02% | -0.46% | 2026-09-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 213,878 | $40.2M | 0.01% | -6.44% | 2026-09-30 |
| MATRIX ASSET ADVISORS INC/NY | 205,191 | $38.6M | 0.01% | -1.37% | 2026-09-30 |
| BAILARD, INC. | 187,790 | $35.3M | 0.01% | -0.99% | 2026-09-30 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 182,729 | $34.4M | 0.01% | +1.36% | 2026-09-30 |
| SAPIENT CAPITAL LLC | 182,126 | $34.3M | 0.01% | +0.46% | 2026-09-30 |
| VALLEY WEALTH MANAGERS, INC. | 167,020 | $31.4M | 0.01% | +0.48% | 2026-09-30 |
| VONTOBEL HOLDING LTD. | 155,595 | $29.3M | 0.01% | +0.07% | 2026-09-30 |
| BOSTON COMMON ASSET MANAGEMENT, LLC | 154,972 | $29.1M | 0.01% | -1.94% | 2026-09-30 |
| ASSENAGON ASSET MANAGEMENT S.A. | 145,876 | $27.4M | 0.01% | +167.65% | 2026-09-30 |
| NORTHCREST ASSET MANANGEMENT, LLC | 142,993 | $26.8M | 0.01% | -0.68% | 2026-09-30 |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 142,102 | $26.7M | 0.01% | -2.99% | 2026-09-30 |
| PERPETUAL LTD | 141,627 | $26.6M | 0.01% | -1.80% | 2026-09-30 |
| OAK HARVEST INVESTMENT SERVICES | 115,164 | $21.7M | 0.01% | -20.38% | 2026-09-30 |
| COPELAND CAPITAL MANAGEMENT, LLC | 108,216 | $20.4M | 0.01% | -5.40% | 2026-09-30 |
| AVANZA FONDER AB | 105,796 | $19.9M | 0.01% | +11.55% | 2026-09-30 |
| ASR VERMOGENSBEHEER N.V. | 100,136 | $18.8M | 0.01% | +10.29% | 2026-09-30 |
| VIKING FUND MANAGEMENT LLC | 95,000 | $17.9M | 0.01% | 0.00% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 90,945 | $17.1M | 0.01% | +16.59% | 2026-09-30 |
| GULF INTERNATIONAL BANK (UK) LTD | 90,308 | $17.0M | 0.01% | 0.00% | 2026-09-30 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 87,440 | $16.4M | 0.01% | -6.16% | 2026-09-30 |
| VENTURE VISIONARY PARTNERS LLC | 86,727 | $16.3M | 0.01% | +6.45% | 2026-09-30 |
| KINTEGRAL ADVISORY, LLC | 86,002 | $16.2M | 0.01% | +0.57% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 82,592 | $15.5M | 0.01% | +9.36% | 2026-09-30 |
| BANQUE PICTET & CIE SA | 77,981 | $14.7M | 0.01% | -2.01% | 2026-09-30 |
| EASTERN BANK | 71,204 | $13.4M | 0.00% | +1.34% | 2026-09-30 |
| FIDUCIARY ALLIANCE LLC | 70,823 | $13.3M | 0.00% | -5.20% | 2026-09-30 |
| MASSMUTUAL PRIVATE WEALTH & TRUST, FSB | 61,523 | $11.6M | 0.00% | -4.05% | 2026-09-30 |
| OLIVER LUXXE ASSETS LLC | 59,779 | $11.2M | 0.00% | -1.41% | 2026-09-30 |
| BAUGH & ASSOCIATES, LLC | 56,311 | $9.5M | 0.00% | +8.78% | 2026-09-30 |
| CYNDEO WEALTH PARTNERS, LLC | 54,806 | $10.3M | 0.00% | -22.63% | 2026-09-30 |
| IOWA STATE BANK | 53,406 | $10.0M | 0.00% | +0.70% | 2026-09-30 |
| FIRST CITIZENS BANK & TRUST CO | 51,962 | $9.8M | 0.00% | +27.71% | 2026-09-30 |
| LDIC INC. | 50,734 | $9.5M | 0.00% | +4.95% | 2026-09-30 |
| ADVOCATE GROUP LLC | 47,680 | $9.0M | 0.00% | -6.86% | 2026-09-30 |
| WHITE PINE INVESTMENT CO | 42,922 | $8.1M | 0.00% | -2.69% | 2026-09-30 |
| STACKSTONE WEALTH, LLC | 42,377 | $8.0M | 0.00% | +100.00% | 2026-09-30 |
| GAMMA INVESTING LLC | 41,646 | $7.8M | 0.00% | +5.09% | 2026-09-30 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 40,843 | $7.7M | 0.00% | +2.50% | 2026-09-30 |
| CITY HOLDING CO | 40,625 | $7.6M | 0.00% | +0.44% | 2026-09-30 |
| GEREMIA FINANCIAL SERVICES, LLC | 40,000 | $7.5M | 0.00% | 0.00% | 2026-09-30 |
| CAPITAL INVESTMENT COUNSEL, LLC | 39,879 | $7.5M | 0.00% | -0.18% | 2026-09-30 |
| WESTWIND CAPITAL | 39,766 | $7.5M | 0.00% | -8.87% | 2026-09-30 |
| MORANGIE MANAGEMENT LLC | 38,663 | $7.3M | 0.00% | +0.10% | 2026-09-30 |
| COVENANT ASSET MANAGEMENT, LLC | 38,509 | $7.2M | 0.00% | -2.74% | 2026-09-30 |
| FRANK, RIMERMAN ADVISORS LLC | 38,159 | $7.2M | 0.00% | +0.03% | 2026-09-30 |
| CYPRESS FINANCIAL PLANNING LLC | 37,654 | $7.1M | 0.00% | -20.98% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 37,447 | $7.0M | 0.00% | +21.64% | 2026-09-30 |
| STOKES CAPITAL ADVISORS, LLC | 36,171 | $6.8M | 0.00% | -0.82% | 2026-09-30 |
| GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 31,551 | $6.6M | 0.00% | 0.00% | 2026-09-30 |
| SALEM INVESTMENT COUNSELORS INC | 31,615 | $5.9M | 0.00% | +1.09% | 2026-09-30 |
| HCR WEALTH ADVISORS | 31,561 | $5.9M | 0.00% | +2.34% | 2026-09-30 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 31,000 | $5.8M | 0.00% | 0.00% | 2026-09-30 |
| SCULATI WEALTH MANAGEMENT, LLC | 30,072 | $5.7M | 0.00% | -0.60% | 2026-09-30 |
| FULTON BANK, N.A. | 28,753 | $5.4M | 0.00% | +3.60% | 2026-09-30 |
| PINNACLE WEALTH MANAGEMENT GROUP, INC. | 28,548 | $5.4M | 0.00% | -1.76% | 2026-09-30 |
| FISHER FUNDS MANAGEMENT LTD | 28,185 | $5.3M | 0.00% | +149.76% | 2026-09-30 |
| SARASIN & PARTNERS LLP | 27,918 | $5.3M | 0.00% | -8.98% | 2026-09-30 |
| KMG FIDUCIARY PARTNERS, LLC | 25,574 | $4.8M | 0.00% | +0.81% | 2026-09-30 |
| B. RILEY WEALTH ADVISORS, INC. | 25,253 | $4.7M | 0.00% | +3.64% | 2026-09-30 |
| TRUST CO OF TOLEDO NA /OH/ | 25,195 | $4.7M | 0.00% | -0.68% | 2026-09-30 |
| FRANKLIN STREET ADVISORS INC /NC | 25,000 | $4.7M | 0.00% | 0.00% | 2026-09-30 |
| VERTRIX WEALTH MANAGEMENT, LLC | 24,910 | $4.7M | 0.00% | -5.18% | 2026-09-30 |
| TEMA ETFS LLC | 24,721 | $4.6M | 0.00% | +1.90% | 2026-09-30 |
| KRILOGY FINANCIAL LLC | 23,907 | $4.5M | 0.00% | +5.20% | 2026-09-30 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | 23,660 | $4.4M | 0.00% | +2.88% | 2026-09-30 |
| STOLPER CO | 23,653 | $4.4M | 0.00% | +0.08% | 2026-09-30 |
| IFP ADVISORS, INC | 23,431 | $4.4M | 0.00% | +7.67% | 2026-09-30 |
| STEELPEAK WEALTH, LLC | 22,874 | $4.3M | 0.00% | +6.81% | 2026-09-30 |
| AARON WEALTH ADVISORS LLC | 22,245 | $4.2M | 0.00% | -2.03% | 2026-09-30 |
| YHB INVESTMENT ADVISORS, INC. | 22,059 | $4.1M | 0.00% | -0.27% | 2026-09-30 |
| ASIO CAPITAL, LLC | 22,052 | $4.1M | 0.00% | +3.48% | 2026-09-30 |
| DAVENPORT & CO LLC | 21,917 | $4.1M | 0.00% | -6.21% | 2026-09-30 |
| COHEN KLINGENSTEIN LLC | 21,800 | $4.1M | 0.00% | 0.00% | 2026-09-30 |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 20,673 | $3.9M | 0.00% | +2.06% | 2026-09-30 |
| REDHAWK WEALTH ADVISORS, INC. | 20,333 | $3.8M | 0.00% | -3.41% | 2026-09-30 |
| WERLINICH ASSET MANAGEMENT, LLC | 20,100 | $3.8M | 0.00% | 0.00% | 2026-09-30 |
| COASTLINE TRUST CO | 19,771 | $3.7M | 0.00% | -4.10% | 2026-09-30 |
| AVIDIAN WEALTH ENTERPRISES, LLC | 19,692 | $3.7M | 0.00% | -17.34% | 2026-09-30 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 19,407 | $3.7M | 0.00% | -7.44% | 2026-09-30 |
| LIPE & DALTON | 19,102 | $3.6M | 0.00% | +0.01% | 2026-09-30 |
| RYDAR EQUITIES, INC. | 18,503 | $3.5M | 0.00% | +0.53% | 2026-09-30 |
| OAK ASSET MANAGEMENT, LLC | 17,873 | $3.4M | 0.00% | 0.00% | 2026-09-30 |
| BURNEY CO/ | 17,596 | $3.3M | 0.00% | -31.17% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.