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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
24,655
shares
|
$3.27 Million
0.39% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
24,608
shares
|
$3.26 Million
0.94% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
24,593
shares
|
$3.26 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
24,582
shares
|
$3.26 Million
0.14% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
24,479
shares
|
$3.24 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
24,432
shares
|
$3.24 Million
0.6% of portfolio
|
Q1 2025
Added 105.8%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,423
shares
|
$3.24 Million
0.51% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
24,413
shares
|
$3.23 Million
0.36% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
24,361
shares
|
$3.23 Million
0.13% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
24,339
shares
|
$3.23 Million
0.25% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
24,312
shares
|
$3.22 Million
0.99% of portfolio
|
Q1 2025
Added 406.08%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
24,235
shares
|
$3.21 Million
0.32% of portfolio
|
Q1 2025
Added 314.27%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
24,216
shares
|
$3.21 Million
1.7% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
24,097
shares
|
$3.19 Million
4.2% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
24,087
shares
|
$3.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
23,869
shares
|
$3.16 Million
0.14% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
23,538
shares
|
$3.12 Million
1.2% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
23,364
shares
|
$3.1 Million
0.09% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,212
shares
|
$3.08 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
23,205
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.49%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
23,200
shares
|
$3.07 Million
1.09% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,125
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
23,125
shares
|
$3.06 Million
1.51% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
23,121
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,016
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2022
Added 312.99%
|