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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
37,997
shares
|
$5.38 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
37,986
shares
|
$5.38 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
37,976
shares
|
$5.38 Million
0.65% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
37,845
shares
|
$5.36 Million
0.92% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
37,841
shares
|
$5.36 Million
0.33% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
37,728
shares
|
$5.34 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
37,713
shares
|
$5.34 Million
1.76% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
37,097
shares
|
$5.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
37,052
shares
|
$5.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$5.24 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
36,956
shares
|
$5.23 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
36,915
shares
|
$5.23 Million
0.16% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
36,741
shares
|
$5.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
36,347
shares
|
$5.14 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
36,279
shares
|
$5.14 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
36,257
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$5.1 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
36,023
shares
|
$5.1 Million
1.85% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
35,856
shares
|
$5.08 Million
0.26% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
35,855
shares
|
$5.08 Million
1.59% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
35,629
shares
|
$5.04 Million
0.11% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
35,452
shares
|
$5.02 Million
0.68% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
35,380
shares
|
$5.01 Million
0.99% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
35,253
shares
|
$4.99 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,185
shares
|
$4.98 Million
0.21% of portfolio
|
Q4 2024
Added 52.4%
|