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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
39,935
shares
|
$6.29 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
39,590
shares
|
$6.23 Million
1.55% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
39,407
shares
|
$6.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
39,270
shares
|
$6.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
39,155
shares
|
$6.16 Million
1.92% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
39,108
shares
|
$6.16 Million
0.19% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
38,998
shares
|
$6.14 Million
0.03% of portfolio
|
Q2 2025
Added 34.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
38,800
shares
|
$6.11 Million
0.1% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
38,797
shares
|
$6.11 Million
0.21% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
38,463
shares
|
$6.05 Million
2.74% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
38,316
shares
|
$6.03 Million
0.79% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
38,295
shares
|
$6.03 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
38,145
shares
|
$6 Million
0.13% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
37,801
shares
|
$5.95 Million
0.2% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
37,786
shares
|
$5.95 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
37,784
shares
|
$5.95 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
37,728
shares
|
$5.94 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
37,713
shares
|
$5.94 Million
1.76% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,613
shares
|
$5.92 Million
0.24% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
37,261
shares
|
$5.87 Million
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
37,208
shares
|
$5.86 Million
0.32% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,097
shares
|
$5.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
37,070
shares
|
$5.84 Million
0.08% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$5.83 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
36,370
shares
|
$5.73 Million
0.28% of portfolio
|
Q2 2025
Reduced 21.6%
|