Who Owns MORGAN STANLEY (MSSM)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $526.5M of MORGAN STANLEY (MSSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($522.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M), CITADEL ADVISORS LLC ($1.1M), FIFTH THIRD BANCORP ($750,232), LEAVELL INVESTMENT MANAGEMENT, INC. ($375,087). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$522.5M	8.4M	Trimmed
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	23,463	Trimmed
3	CITADEL ADVISORS LLC	$1.1M	17,321	Added
4	FIFTH THIRD BANCORP	$750,232	12,109	Trimmed
5	LEAVELL INVESTMENT MANAGEMENT, INC.	$375,087	6,054	New
6	StoneX Group Inc.	$259,934	4,338	New
7	WELLS FARGO & COMPANY/MN	$34,324	554	Added
8	Steward Partners Investment Advisory, LLC	$29,801	481	Hold
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$15,055	243	Trimmed
10	NewEdge Advisors, LLC	$14,064	227	Added
11	VANGUARD GROUP INC	$11,710	189	Added
12	Colonial Trust Advisors	$6,444	104	Hold
13	OSAIC HOLDINGS, INC.	$5,452	88	Added
14	UBS Group AG	$3,841	62	New
15	IFP Advisors, Inc	$3,594	58	Hold
16	CREATIVE FINANCIAL DESIGNS INC /ADV	$2,974	48	New
17	Royal Bank of Canada	$2,000	29	Trimmed
18	Sarver Vrooman Wealth Advisors	$1,478	24	Hold
19	Aventura Private Wealth, LLC	$1,115	18	Hold
20	ASSETMARK, INC	$867	14	Hold
21	Buck Wealth Strategies, LLC	$682	11	New
22	MAI Capital Management	$0	0	Exited
23	TRUST CO OF VERMONT	$0	0	Exited
24	Arax Advisory Partners	$0	0	Exited
25	Larson Financial Group LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30