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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
25,850
shares
|
$3.66 Million
0.29% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
25,826
shares
|
$3.66 Million
0.06% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
25,794
shares
|
$3.65 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$3.65 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,721
shares
|
$3.64 Million
2.91% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
25,688
shares
|
$3.64 Million
0.31% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
25,493
shares
|
$3.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,478
shares
|
$3.61 Million
0.1% of portfolio
|
Q1 2025
Added 41.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
25,476
shares
|
$3.61 Million
0.08% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
25,475
shares
|
$3.61 Million
0.46% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$3.6 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
25,380
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,341
shares
|
$3.59 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
25,340
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
25,332
shares
|
$3.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
25,258
shares
|
$3.58 Million
0.18% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
25,053
shares
|
$3.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
25,000
shares
|
$3.54 Million
0.21% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
24,871
shares
|
$3.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
24,802
shares
|
$3.51 Million
0.64% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,780
shares
|
$3.51 Million
1.15% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$3.49 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
24,657
shares
|
$3.49 Million
0.06% of portfolio
|
Q1 2025
Added 386.24%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
24,655
shares
|
$3.49 Million
0.39% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
24,593
shares
|
$3.48 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.01%
|