Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,389 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
35,856
shares
|
$4.75 Million
0.26% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
35,855
shares
|
$4.75 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
|
$4.72 Million
0.11% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
35,452
shares
|
$4.7 Million
0.68% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
35,380
shares
|
$4.69 Million
0.99% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
35,253
shares
|
$4.67 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
35,196
shares
|
$4.66 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,185
shares
|
$4.66 Million
0.21% of portfolio
|
Q4 2024
Added 52.4%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
35,076
shares
|
$4.65 Million
0.76% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
35,004
shares
|
$4.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$4.64 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,984
shares
|
$4.64 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
34,711
shares
|
$4.6 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
|
$4.58 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
|
$4.56 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
34,255
shares
|
$4.54 Million
0.08% of portfolio
|
Q1 2025
Added 62.99%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
33,910
shares
|
$4.49 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
33,893
shares
|
$4.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,757
shares
|
$4.47 Million
0.34% of portfolio
|
Q1 2025
Added 99185.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
33,692
shares
|
$4.46 Million
0.06% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
33,454
shares
|
$4.43 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
|
$4.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
33,273
shares
|
$4.41 Million
0.03% of portfolio
|
Q1 2025
Added 35.82%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
33,073
shares
|
$4.38 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
33,000
shares
|
$4.37 Million
0.92% of portfolio
|
Q1 2025
Added 10.0%
|