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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
30,182
shares
|
$4.27 Million
0.06% of portfolio
|
Q1 2025
Added 144.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
30,105
shares
|
$4.26 Million
0.13% of portfolio
|
Q1 2025
Added 112.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
30,104
shares
|
$4.26 Million
0.18% of portfolio
|
Q1 2025
Added 32.44%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
30,020
shares
|
$4.25 Million
0.19% of portfolio
|
Q1 2025
Added 365.79%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
30,000
shares
|
$4.25 Million
0.87% of portfolio
|
Q1 2018
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
29,911
shares
|
$4.23 Million
0.16% of portfolio
|
Q1 2025
Added 62.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
29,751
shares
|
$4.21 Million
0.11% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
29,636
shares
|
$4.19 Million
0.46% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$4.19 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,516
shares
|
$4.18 Million
0.04% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
29,463
shares
|
$4.17 Million
0.23% of portfolio
|
Q1 2025
Added 1779.02%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,443
shares
|
$4.17 Million
0.12% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
29,423
shares
|
$4.16 Million
0.16% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
29,358
shares
|
$4.16 Million
0.41% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
29,288
shares
|
$4.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,264
shares
|
$4.14 Million
0.24% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
29,081
shares
|
$4.12 Million
0.02% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
29,015
shares
|
$4.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
29,004
shares
|
$4.11 Million
0.15% of portfolio
|
Q1 2025
Added 118.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
28,996
shares
|
$4.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 58.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
28,951
shares
|
$4.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,880
shares
|
$4.09 Million
0.03% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
28,850
shares
|
$4.08 Million
0.11% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
28,800
shares
|
$4.08 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,800
shares
|
$4.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 86.02%
|