Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,383 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 $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
25,829
shares
|
$2.88 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
25,808
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$2.88 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
25,675
shares
|
$2.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
25,662
shares
|
$2.87 Million
1.71% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
25,658
shares
|
$2.87 Million
0.05% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$2.84 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
25,420
shares
|
$2.84 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
25,355
shares
|
$2.83 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
25,345
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,341
shares
|
$2.83 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
25,339
shares
|
$2.83 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
25,246
shares
|
$2.82 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
25,000
shares
|
$2.79 Million
0.21% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
24,944
shares
|
$2.79 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
24,920
shares
|
$2.78 Million
0.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
24,716
shares
|
$2.76 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
24,692
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$2.76 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
24,629
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
24,523
shares
|
$2.74 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
24,497
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
24,497
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Morangie Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,462
shares
|
$2.73 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
24,459
shares
|
$2.73 Million
0.41% of portfolio
|
Q4 2024
Added 4.22%
|