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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
24,479
shares
|
$3.85 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
24,460
shares
|
$3.85 Million
0.16% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
24,441
shares
|
$3.85 Million
0.27% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
24,401
shares
|
$3.84 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
24,369
shares
|
$3.84 Million
0.41% of portfolio
|
Q2 2025
Added 89.83%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
24,336
shares
|
$3.83 Million
1.83% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
24,235
shares
|
$3.81 Million
0.32% of portfolio
|
Q1 2025
Added 314.27%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
24,097
shares
|
$3.79 Million
4.2% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
23,886
shares
|
$3.76 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
23,768
shares
|
$3.74 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
23,690
shares
|
$3.73 Million
0.5% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
23,690
shares
|
$3.73 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
23,649
shares
|
$3.72 Million
0.09% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
23,580
shares
|
$3.71 Million
1.54% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
23,570
shares
|
$3.71 Million
0.05% of portfolio
|
Q2 2025
Added 116.28%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,567
shares
|
$3.71 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
23,247
shares
|
$3.66 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,212
shares
|
$3.65 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,164
shares
|
$3.65 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
23,127
shares
|
$3.64 Million
1.76% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,016
shares
|
$3.62 Million
0.05% of portfolio
|
Q3 2022
Added 312.99%
|
|
|
Graphene Investments Sas
Paris, I0 |
Aug 06, 2025 Q2 2025 |
23,000
shares
|
$3.62 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
22,998
shares
|
$3.62 Million
0.15% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
22,996
shares
|
$3.62 Million
0.07% of portfolio
|
Q2 2025
Added 90.16%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
22,996
shares
|
$3.62 Million
1.02% of portfolio
|
Q2 2025
Added 1.21%
|