Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$7.87 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
49,803
shares
|
$7.84 Million
0.03% of portfolio
|
Q2 2025
Added 150.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
49,736
shares
|
$7.83 Million
0.23% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
49,662
shares
|
$7.82 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
49,570
shares
|
$7.8 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
49,570
shares
|
$7.8 Million
0.12% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
49,215
shares
|
$7.75 Million
0.93% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
49,081
shares
|
$7.73 Million
0.01% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
48,781
shares
|
$7.68 Million
0.18% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
48,500
shares
|
$7.63 Million
0.26% of portfolio
|
Q2 2025
Added 68.4%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
48,383
shares
|
$7.62 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
48,383
shares
|
$7.62 Million
0.58% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
48,269
shares
|
$7.6 Million
0.26% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
47,200
shares
|
$7.43 Million
0.23% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
47,000
shares
|
$7.4 Million
1.26% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Worm Capital, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
46,858
shares
|
$7.38 Million
3.61% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
46,631
shares
|
$7.34 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
46,531
shares
|
$7.32 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
46,295
shares
|
$7.29 Million
0.13% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
45,498
shares
|
$7.16 Million
0.0% of portfolio
|
Q2 2025
Added 13986.07%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
45,328
shares
|
$7.14 Million
4.68% of portfolio
|
Q4 2024
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
45,128
shares
|
$7.1 Million
0.33% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
45,122
shares
|
$7.1 Million
0.34% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
44,973
shares
|
$7.08 Million
0.77% of portfolio
|
Q3 2022
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
44,949
shares
|
$7.08 Million
0.27% of portfolio
|
Q2 2025
Added 46.22%
|