Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,385 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
42,621
shares
|
$5.42 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
42,428
shares
|
$5.39 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
42,411
shares
|
$5.39 Million
0.42% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
42,398
shares
|
$5.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
42,288
shares
|
$5.37 Million
0.35% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
41,911
shares
|
$5.33 Million
0.39% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
41,876
shares
|
$5.32 Million
1.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,768
shares
|
$5.31 Million
0.04% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
41,767
shares
|
$5.31 Million
0.26% of portfolio
|
Q3 2023
Reduced 76.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
41,673
shares
|
$5.29 Million
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
41,625
shares
|
$5.29 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
41,491
shares
|
$5.27 Million
0.06% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
41,409
shares
|
$5.26 Million
1.1% of portfolio
|
Q1 2025
Added 134.11%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
41,363
shares
|
$5.26 Million
1.23% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
41,068
shares
|
$5.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
40,671
shares
|
$5.17 Million
0.8% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
40,168
shares
|
$5.1 Million
1.6% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
40,000
shares
|
$5.08 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
39,921
shares
|
$5.07 Million
1.95% of portfolio
|
Q4 2024
Added 112.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
39,739
shares
|
$5.05 Million
0.0% of portfolio
|
Q4 2024
Added 52.68%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
39,451
shares
|
$5.01 Million
1.67% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
39,356
shares
|
$5 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
39,331
shares
|
$5 Million
0.03% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Laurion Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
39,314
shares
|
$5 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
39,166
shares
|
$4.98 Million
2.43% of portfolio
|
Q1 2025
Added 5.42%
|