Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
42,791
shares
|
$6.06 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
42,653
shares
|
$6.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
42,621
shares
|
$6.03 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
42,428
shares
|
$6.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
42,398
shares
|
$6 Million
0.37% of portfolio
|
Q1 2024
Reduced 17.05%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
42,186
shares
|
$5.97 Million
0.75% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
41,876
shares
|
$5.93 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
|
$5.91 Million
0.04% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
41,767
shares
|
$5.91 Million
0.26% of portfolio
|
Q3 2023
Reduced 76.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
41,673
shares
|
$5.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
41,625
shares
|
$5.89 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
|
$5.87 Million
0.06% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
41,409
shares
|
$5.86 Million
1.1% of portfolio
|
Q1 2025
Added 134.11%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
41,363
shares
|
$5.85 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
|
$5.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
40,168
shares
|
$5.69 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
|
$5.66 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
39,356
shares
|
$5.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
39,331
shares
|
$5.57 Million
0.03% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
39,166
shares
|
$5.54 Million
2.43% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
38,900
shares
|
$5.51 Million
0.95% of portfolio
|
Q1 2025
Added 39.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
38,775
shares
|
$5.49 Million
0.11% of portfolio
|
Q1 2025
Added 126.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
38,683
shares
|
$5.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 50.91%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
38,390
shares
|
$5.43 Million
0.66% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,238
shares
|
$5.41 Million
0.71% of portfolio
|
Q1 2025
Added 0.03%
|