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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
36,280
shares
|
$5.71 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
36,152
shares
|
$5.69 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
36,065
shares
|
$5.68 Million
0.76% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$5.67 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
36,023
shares
|
$5.67 Million
1.85% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
36,013
shares
|
$5.67 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
36,000
shares
|
$5.67 Million
1.05% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
35,836
shares
|
$5.64 Million
0.78% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
35,750
shares
|
$5.63 Million
0.29% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
35,447
shares
|
$5.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
35,380
shares
|
$5.57 Million
0.99% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
35,323
shares
|
$5.56 Million
0.88% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,185
shares
|
$5.54 Million
0.21% of portfolio
|
Q4 2024
Added 52.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,125
shares
|
$5.53 Million
0.05% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,113
shares
|
$5.53 Million
0.4% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$5.51 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
34,914
shares
|
$5.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
34,865
shares
|
$5.49 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
34,756
shares
|
$5.47 Million
0.37% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
34,651
shares
|
$5.45 Million
0.14% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
34,626
shares
|
$5.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
34,577
shares
|
$5.44 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
34,450
shares
|
$5.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
34,346
shares
|
$5.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
34,206
shares
|
$5.38 Million
0.2% of portfolio
|
Q2 2025
Added 13.63%
|