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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
28,951
shares
|
$3.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,880
shares
|
$3.83 Million
0.03% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
28,850
shares
|
$3.82 Million
0.11% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
28,800
shares
|
$3.82 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,800
shares
|
$3.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 86.02%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
28,642
shares
|
$3.8 Million
0.14% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
28,574
shares
|
$3.79 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,509
shares
|
$3.78 Million
0.19% of portfolio
|
Q3 2023
Reduced 12.52%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
28,503
shares
|
$3.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
28,400
shares
|
$3.76 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
28,237
shares
|
$3.74 Million
0.11% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
28,098
shares
|
$3.72 Million
0.27% of portfolio
|
Q1 2025
Added 730.32%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
28,093
shares
|
$3.72 Million
0.69% of portfolio
|
Q1 2025
Added 56086.0%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
28,060
shares
|
$3.72 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
27,596
shares
|
$3.66 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
27,568
shares
|
$3.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
27,251
shares
|
$3.61 Million
0.63% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
27,082
shares
|
$3.59 Million
0.17% of portfolio
|
Q1 2025
Added 32.42%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,914
shares
|
$3.57 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.09%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
26,846
shares
|
$3.56 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
26,790
shares
|
$3.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
26,719
shares
|
$3.54 Million
0.08% of portfolio
|
Q4 2022
Reduced 86.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,607
shares
|
$3.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
26,328
shares
|
$3.49 Million
0.07% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
26,270
shares
|
$3.48 Million
0.55% of portfolio
|
Q2 2024
Reduced 13.57%
|