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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,113
shares
|
$4.97 Million
0.4% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
35,076
shares
|
$4.97 Million
0.76% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
35,004
shares
|
$4.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$4.95 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,984
shares
|
$4.95 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
34,787
shares
|
$4.92 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
34,756
shares
|
$4.92 Million
0.37% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
34,711
shares
|
$4.91 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
34,550
shares
|
$4.89 Million
0.05% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
34,375
shares
|
$4.87 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
34,255
shares
|
$4.85 Million
0.08% of portfolio
|
Q1 2025
Added 62.99%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
34,009
shares
|
$4.81 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
33,910
shares
|
$4.8 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
33,893
shares
|
$4.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
33,749
shares
|
$4.78 Million
0.15% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
33,692
shares
|
$4.77 Million
0.06% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
33,454
shares
|
$4.74 Million
0.88% of portfolio
|
Q1 2025
Added 440.98%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
33,362
shares
|
$4.72 Million
0.29% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
33,273
shares
|
$4.71 Million
0.03% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
33,000
shares
|
$4.67 Million
0.92% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$4.66 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
32,814
shares
|
$4.64 Million
1.43% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
32,748
shares
|
$4.64 Million
0.29% of portfolio
|
Q1 2025
Added 138.98%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
32,715
shares
|
$4.63 Million
0.33% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
32,455
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2025
Added 0.96%
|