Morgan Stanley (MS) Institutional Ownership

Institutions by Trading Activity

1,590,000,000Shares Outstanding

724,203Shares held by institutions

$140,473,656Value of institutional holdings

0.05%Institutional ownership %

5.70%Shares Changed QoQ

32No. of institutional investors

Morgan Stanley (NYSE:MS) has 2,481 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 83.9% of outstanding shares in December 2025, down from 87.3% in September 2025.
Their total shares held in MS decreased -2.4% from the prior quarter, while the number of investors in Morgan Stanley increased 17.97% year over year.
Activity in MS broke down as 1,313 buyers, 844 sellers, and 324 unchanged among 2,481 total holders.
Altogether, these fund groups held 1.33Bn shares in MS by December 2025, down by 32.78Mn shares quarter on quarter, and down 59.88Mn shares year over year.
Kohmann Bosshard Financial Services, LLC leads ownership in MS with 100.0K shares as of December 31, 2025, equal to 0.01% of outstanding shares.
According to Business Quant data, leading holders of MS for December 2025 are Kohmann Bosshard Financial Services, LLC (100.0K), Sterling Capital Management LLC (30.85K), McMillan Office, Inc. (7.0K), Byrne Asset Management LLC (400).

724,203 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Pnc Financial Services Group, Inc.	31 Dec, 2025	236,893	-9,822	-3.98%	$4,572,035.00
Atlas Wealth LLC	31 Dec, 2025	170,972	-19,553	-10.26%	$3,299,760.00
Kohmann Bosshard Financial Services, LLC	31 Dec, 2025	100,000	0	0.00%	$99,750.00
WHALEROCK POINT PARTNERS, LLC	31 Dec, 2025	50,000	50,000	0.00%	$1,306,500.00
TOWER BRIDGE ADVISORS	31 Dec, 2025	33,795	-3,000	-8.15%	$652,244.00
Atlas Wealth LLC	31 Dec, 2025	32,679	-586	-1.76%	$576,458.00
Sterling Capital Management LLC	31 Dec, 2025	30,845	0	0.00%	$630,934.00
Ethos Financial Group, LLC	31 Dec, 2025	27,836	-62	-0.22%	$545,889.00
WHALEROCK POINT PARTNERS, LLC	31 Dec, 2025	16,000	16,000	0.00%	$327,040.00
McMillan Office, Inc.	31 Dec, 2025	7,000	7,000	0.00%	$123,480.00
ORG Partners LLC	31 Dec, 2025	4,150	-3,600	-46.45%	$84,826.00
ORG Partners LLC	31 Dec, 2025	2,547	0	0.00%	$64,311.00
Garton & Associates Financial Advisors LLC	31 Dec, 2025	2,452	2,452	0.00%	$61,288.00
Estabrook Capital Management	31 Dec, 2025	1,355	0	0.00%	$26,152.00
Hurley Capital, LLC	31 Dec, 2025	1,293	20	1.57%	$32,334.00
NBC SECURITIES, INC.	31 Dec, 2025	1,028	0	0.00%	$25,957.00
Hurley Capital, LLC	31 Dec, 2025	1,000	0	0.00%	$19,300.00
Pnc Financial Services Group, Inc.	31 Dec, 2025	965	-225	-18.91%	$17,023.00
Pnc Financial Services Group, Inc.	31 Dec, 2025	943	-19	-1.98%	$24,018.00
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	31 Dec, 2025	750	750	0.00%	$13,230.00

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