MS Morgan Stanley
Morgan Stanley (MS) Institutional Ownership
What the institutions did with MS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 287.9K | 50.6% |
| EASTERN BANK | 71.2K | 12.5% |
| MassMutual Private Wealth & Trust, FSB | 61.5K | 10.8% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 31.0K | 5.5% |
| Coastline Trust Co | 19.8K | 3.5% |
| CACTI ASSET MANAGEMENT LLC | 17.0K | 3.0% |
| TOMPKINS FINANCIAL CORP | 16.7K | 2.9% |
| Central Pacific Bank - Trust Division | 11.0K | 1.9% |
| ROCKLAND TRUST CO | 9.8K | 1.7% |
| First Citizens Financial Corp | 9.3K | 1.6% |
| CX Institutional | 8.0K | 1.4% |
| Versant Capital Management, Inc | 6.2K | 1.1% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 4.4K | 0.8% |
| Rosenberg Matthew Hamilton | 4.1K | 0.7% |
| PARK NATIONAL CORP /OH/ | 3.5K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.0K | 0.4% |
| NEVILLE RODIE & SHAW INC | 1.9K | 0.3% |
| General Partner, Inc. | 1.1K | 0.2% |
| GoalVest Advisory LLC | 579 | 0.1% |
| Roxbury Financial LLC | 379 | 0.1% |
| Polaris Financial Partners | 331 | 0.1% |
| Hickory Point Bank & Trust | 271 | 0.0% |
| Noble Wealth Management PBC | 192 | 0.0% |
| Olistico Wealth, LLC | 154 | 0.0% |
| Planning Strategies Inc. | 84 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROCKLAND TRUST CO | Reduced | 80.6K | 9.8K | -70.9K |
| TOMPKINS FINANCIAL CORP | New | 0 | 16.7K | +16.7K |
| Central Pacific Bank - Trust Division | Reduced | 13.7K | 11.0K | -2.6K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 64.1K | 61.5K | -2.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 290.3K | 287.9K | -2.4K |
| Stonebridge Financial Group, LLC | Sold Out | 993 | 0 | -993 |
| Adelphi Trust Co | Sold Out | 962 | 0 | -962 |
| EASTERN BANK | Increased | 70.3K | 71.2K | +940 |
| Coastline Trust Co | Reduced | 20.6K | 19.8K | -845 |
| Miller Global Investments, LLC | Sold Out | 686 | 0 | -686 |
| PARK NATIONAL CORP /OH/ | Reduced | 4.1K | 3.5K | -634 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 2.5K | 2.0K | -435 |
| CX Institutional | Increased | 7.9K | 8.0K | +106 |
| Versant Capital Management, Inc | Increased | 6.2K | 6.2K | +91 |
| First Citizens Financial Corp | Reduced | 9.4K | 9.3K | -59 |
| Rosenberg Matthew Hamilton | Increased | 4.1K | 4.1K | +47 |
| Planning Strategies Inc. | Reduced | 129 | 84 | -45 |
| GoalVest Advisory LLC | Increased | 537 | 579 | +42 |
| Noble Wealth Management PBC | Increased | 181 | 192 | +11 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 4.3K | 4.4K | +5 |
| Roxbury Financial LLC | Increased | 378 | 379 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.