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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$4.36 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
32,846
shares
|
$4.35 Million
0.13% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
32,814
shares
|
$4.35 Million
1.43% of portfolio
|
Q1 2024
Added 18.26%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
32,748
shares
|
$4.34 Million
0.29% of portfolio
|
Q1 2025
Added 138.98%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
32,455
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
32,434
shares
|
$4.3 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
32,404
shares
|
$4.29 Million
0.13% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
32,298
shares
|
$4.28 Million
0.07% of portfolio
|
Q1 2025
Added 4324.38%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
32,291
shares
|
$4.28 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
32,130
shares
|
$4.26 Million
0.06% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
32,094
shares
|
$4.25 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
31,872
shares
|
$4.22 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
31,800
shares
|
$4.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
31,736
shares
|
$4.21 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
31,674
shares
|
$4.2 Million
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
31,349
shares
|
$4.15 Million
0.6% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
31,280
shares
|
$4.14 Million
1.04% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
31,240
shares
|
$4.14 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
31,235
shares
|
$4.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
31,029
shares
|
$4.11 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
30,869
shares
|
$4.09 Million
0.15% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
30,851
shares
|
$4.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
30,743
shares
|
$4.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
30,740
shares
|
$4.07 Million
0.33% of portfolio
|
Q4 2024
Added 44.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
30,728
shares
|
$4.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.43%
|