MS · Company research
Morgan Stanley (MS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16732 | 3146955000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3405 | 640412000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554 | 104196 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1296 | 243752 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554 | 104196 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| PARK CIRCLE Co | 1546592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 167232 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capital Asset Advisory Services LLC | 1666024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27681 | 5786364 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39300 | 8215272 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Benchmark Financial Wealth Advisors, LLC | 1757706 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1002 | 209511 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96296 | 1456011 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Asio Capital, LLC | 1803291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21310 | 4454642 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2019 | 422051 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Financiere des Professionnels - Fonds d'investissement inc. | 1996846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34524 | 7216897 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1764694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2660 | 556063 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Long Road Investment Counsel, LLC | 1620081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1461 | 305407 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206921 | 43254793 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 422824 | 88387129 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52042 | 10878757 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11697 | 2445070 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BLUEDOOR PRIVATE WEALTH, LLC | 2110994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11715 | 405002 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8793 | 1838089 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kimelman & Baird, LLC | 1318103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 25085 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 2091 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30605 | 6397607 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3069 | 641544 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HBW ADVISORY SERVICES LLC | 1790525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91536 | 4575890 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8802 | 1840106 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 9407 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INDEPENDENT INVESTORS INC | 1121908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6533 | 1365658 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6449 | 1348078 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2227 | 509015 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ADIRONDACK TRUST CO | 1054257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5429 | 1134860 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411 | 85916 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BW Gestao de Investimentos Ltda. | 1568280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40700 | 8507928 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 418080 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Dakota Community Bank & Trust NA | 1950556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1362 | 284712 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1170 | 207 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WADDELL & ASSOCIATES, LLC | 1776757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3628 | 758397 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| First PREMIER Bank | 1653926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 33 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2219 | 463865 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHAKER INVESTMENTS LLC/OH | 1009005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16683 | 3487414 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Southeast Asset Advisors, LLC | 1390003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2886 | 603216 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Investment Partners LLC | 2145170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 140475 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VANCE WEALTH, LLC | 1910854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1040 | 217414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41332 | 8640118 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GUERRA PAN ADVISORS, LLC | 1910386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3239 | 677081 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kepler Cheuvreux (Suisse) SA | 2096459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4147 | 866887 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| ATTICUS WEALTH MANAGEMENT, LLC | 1800234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7031 | 1469818 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17409 | 3639177 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| XY Planning Network, Inc. | 1873438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2357 | 492707 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25563 | 5343617 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Beutel, Goodman & Co Ltd. | 1361974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 104 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8935 | 1867772 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2982 | 659327 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25304 | 2151161 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279622 | 58452114 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GRANDFIELD & DODD, LLC | 1308016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3246 | 678681 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36863 | 7705840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Auxano Advisors, LLC | 1811491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2939 | 614369 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245869 | 12290992 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Morey & Quinn Wealth Partners, LLC | 2055521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 993 | 207634 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 821929 | 171816038 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31273 | 6537308 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6384 | 1334572 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12332 | 625351 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13500 | 2822040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NOTTINGHAM ADVISORS, INC. | 1093276 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18500 | 508739 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4194 | 876814 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SK Wealth Management, LLC | 1867958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122772 | 6457789 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10565 | 2208550 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Smith Asset Management Co., LLC | 2068217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71002 | 518315 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3520 | 735891 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IPG Investment Advisors LLC | 1602237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16099 | 3365335 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2352 | 491663 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 771 | 161170 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146 | 30519 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1306 | 273038 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Birnam Oak Advisors, LP | 1997245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 836160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30840 | 6446999 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 351691 | 73517487 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.