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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
25,850
shares
|
$4.07 Million
0.29% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$4.06 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,621
shares
|
$4.03 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$4.01 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,366
shares
|
$3.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,341
shares
|
$3.99 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,124
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
25,123
shares
|
$3.95 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
25,087
shares
|
$3.95 Million
0.07% of portfolio
|
Q2 2025
Added 68.67%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
25,064
shares
|
$3.95 Million
0.16% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
25,058
shares
|
$3.94 Million
0.39% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
25,019
shares
|
$3.94 Million
0.11% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
25,000
shares
|
$3.94 Million
0.22% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
24,889
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
24,871
shares
|
$3.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,867
shares
|
$3.91 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
24,802
shares
|
$3.9 Million
0.7% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,780
shares
|
$3.9 Million
1.15% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$3.88 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
24,667
shares
|
$3.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 59.64%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
24,657
shares
|
$3.88 Million
0.06% of portfolio
|
Q1 2025
Added 386.24%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,623
shares
|
$3.88 Million
0.42% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
24,547
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
24,501
shares
|
$3.86 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
24,495
shares
|
$3.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 46.68%
|