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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
33,973
shares
|
$5.35 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
33,960
shares
|
$5.35 Million
2.14% of portfolio
|
Q2 2025
Added 455.36%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
33,906
shares
|
$5.34 Million
4.14% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
33,813
shares
|
$5.32 Million
1.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
33,776
shares
|
$5.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
33,750
shares
|
$5.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
33,749
shares
|
$5.31 Million
0.15% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
33,304
shares
|
$5.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
33,170
shares
|
$5.22 Million
0.1% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
33,051
shares
|
$5.2 Million
0.03% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
32,985
shares
|
$5.19 Million
0.91% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
32,942
shares
|
$5.19 Million
0.21% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
32,909
shares
|
$5.18 Million
0.83% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$5.18 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
32,860
shares
|
$5.17 Million
0.35% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
32,814
shares
|
$5.17 Million
1.61% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
32,690
shares
|
$5.15 Million
0.14% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
32,672
shares
|
$5.14 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
32,386
shares
|
$5.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
32,323
shares
|
$5.09 Million
0.17% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
32,291
shares
|
$5.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
32,046
shares
|
$5.04 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
31,927
shares
|
$5.03 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,838
shares
|
$5.01 Million
0.23% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
31,825
shares
|
$5.01 Million
0.67% of portfolio
|
Q2 2025
Added 1.52%
|