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 |
|---|---|---|---|---|---|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
31,443
shares
|
$4.95 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
31,442
shares
|
$4.95 Million
0.04% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
31,401
shares
|
$4.94 Million
0.11% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
31,200
shares
|
$4.91 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
31,172
shares
|
$4.91 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
31,061
shares
|
$4.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
31,040
shares
|
$4.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
30,636
shares
|
$4.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
30,624
shares
|
$4.82 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
30,443
shares
|
$4.79 Million
0.11% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
30,284
shares
|
$4.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,170
shares
|
$4.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
30,000
shares
|
$4.72 Million
0.97% of portfolio
|
Q1 2018
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
29,991
shares
|
$4.72 Million
0.02% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
29,680
shares
|
$4.67 Million
0.5% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$4.65 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
29,481
shares
|
$4.64 Million
0.38% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,443
shares
|
$4.63 Million
0.12% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
29,423
shares
|
$4.63 Million
0.17% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
29,369
shares
|
$4.62 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,062
shares
|
$4.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
28,970
shares
|
$4.56 Million
1.08% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
28,715
shares
|
$4.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
28,614
shares
|
$4.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
28,599
shares
|
$4.5 Million
0.13% of portfolio
|
Q2 2025
Added 123.92%
|